Hamilton Lane INC
HLNE- Exchange
- Nasdaq
- Industry
- Investment Advice
- SEC CIK
- 0001433642
No open-market purchases or sales by Hamilton Lane INC insiders were filed in the last 90 days; 382 institutions reported holding it in 13F filings for Q2 2026, worth $3.65B in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in Hamilton Lane INC as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 265
- +24 vs. Q4 2023
- Shares held
- 38.0M
- +1.72M (+4.7%) vs. Q4 2023
- Total value
- $4.29B
- +$178.6M (+4.3%) vs. Q4 2023
- New holders
- 52
- 87 more added
- Sold out
- 28
- 99 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HLNE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 382 | $3.65B |
| Q1 2026 | 389 | $4.23B |
| Q4 2025 | 389 | $5.63B |
| Q3 2025 | 383 | $5.65B |
| Q2 2025 | 394 | $5.93B |
| Q1 2025 | 353 | $6.57B |
| Q4 2024 | 355 | $5.98B |
| Q3 2024 | 324 | $6.58B |
| Q2 2024 | 296 | $4.56B |
| Q1 2024 | 265 | $4.29B |
| Q4 2023 | 242 | $4.13B |
| Q3 2023 | 218 | $3.21B |
| Q2 2023 | 202 | $2.93B |
| Q1 2023 | 210 | $2.67B |
| Q4 2022 | 217 | $2.27B |
| Q3 2022 | 205 | $2.06B |
| Q2 2022 | 196 | $2.33B |
| Q1 2022 | 206 | $2.70B |
| Q4 2021 | 216 | $3.60B |
| Q3 2021 | 189 | $2.94B |
| Q2 2021 | 187 | $3.07B |
| Q1 2021 | 169 | $3.02B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Hamilton Lane INC; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 2 | $141 | 0.00% | +2 | Added |
| Smartleaf Asset Management LLC | 5 | $554 | 0.00% | +5 | New |
| Rothschild Investment LLC | 5 | $564 | 0.00% | +5 | New |
| EverSource Wealth Advisors, LLC | 6 | $670 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 6 | $677 | 0.00% | −1−14.3% | Reduced |
| Manchester Capital Management LLC | 6 | $677 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $677 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 9 | $1.01K | 0.00% | +9 | New |
| Versant Capital Management, Inc | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $1.13K | 0.00% | +10 | New |
| Albion Financial Group | 12 | $1.35K | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 14 | $1.58K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 16 | $1.80K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 21 | $2.34K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 21 | $2.37K | 0.00% | −17−44.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 31 | $3.00K | 0.00% | +31 | New |
| Fairman Group, LLC | 28 | $3.17K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 29 | $3.27K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 36 | $4.06K | 0.00% | +36 | New |
| Allworth Financial LP | 37 | $4.17K | 0.00% | +11+42.3% | Added |
| Parallel Advisors, LLC | 40 | $4.51K | 0.00% | +25+166.7% | Added |
| GWM Advisors LLC | 46 | $5.19K | 0.00% | −110−70.5% | Reduced |
| Hillsdale Investment Management Inc. | 60 | $6.77K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 66 | $7.34K | 0.00% | +66 | New |
| Clearstead Advisors, LLC | 69 | $7.92K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 74 | $8.34K | 0.00% | +74 | New |
| Mather Group, LLC. | 81 | $9.19K | 0.00% | +81 | New |
| Iron Horse Wealth Management, LLC | 85 | $9.59K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 110 | $12.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 110 | $12.4K | 0.01% | +110 | New |
| Continuum Advisory, LLC | 139 | $16.1K | 0.00% | +139 | New |
| Quadrant Capital Group LLC | 184 | $20.7K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 198 | $22.0K | 0.01% | −33−14.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 213 | $24.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 214 | $24.2K | 0.00% | +214 | New |
| Principal Securities, Inc. | 236 | $26.6K | 0.00% | +4+1.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 238 | $26.8K | 0.00% | +238 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 274 | $31.0K | 0.01% | +274 | New |
| Covestor Ltd | 300 | $34.0K | 0.02% | +298+14,900.0% | Added |
| Acadian Asset Management LLC | 321 | $36.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 336 | $37.9K | 0.00% | −52−13.4% | Reduced |
| Ziegler Capital Management, LLC | 3,482 | $39.3K | 0.00% | −43−1.2% | Reduced |
| US Bancorp | 376 | $42.4K | 0.00% | +56+17.5% | Added |
| SYSTM Wealth Solutions LLC | 381 | $43.0K | 0.01% | +36+10.4% | Added |
| CWM, LLC | 393 | $44.0K | 0.00% | +9+2.3% | Added |
| Proequities, Inc. | 402 | $45.5K | 0.00% | −34−7.8% | Reduced |
| GAMMA Investing LLC | 416 | $46.9K | 0.01% | −2−0.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 426 | $48.0K | 0.00% | +426 | New |
| The PNC Financial Services Group, Inc. | 481 | $54.3K | 0.00% | +281+140.5% | Added |
| SRS Capital Advisors, Inc. | 503 | $56.7K | 0.01% | −5−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 517 | $58.5K | 0.00% | −17,855−97.2% | Reduced |
| Signaturefd, LLC | 556 | $62.7K | 0.00% | −7−1.2% | Reduced |
| Tower Research Capital LLC (TRC) | 564 | $63.6K | 0.00% | −7,068−92.6% | Reduced |
| Simplex Trading, LLC | 573 | $64.0K | 0.00% | −730−56.0% | Reduced |
| First Horizon Advisors, Inc. | 627 | $70.7K | 0.00% | +105+20.1% | Added |
| EntryPoint Capital, LLC | 739 | $83.3K | 0.07% | +21+2.9% | Added |
| Natixis | 740 | $83.4K | 0.00% | −274−27.0% | Reduced |
| KBC Group NV | 791 | $89.0K | 0.00% | +196+32.9% | Added |
| IFP Advisors, Inc | 792 | $89.3K | 0.00% | +792 | New |
| Ci Investments Inc. | 854 | $96.0K | 0.00% | −1,393−62.0% | Reduced |
| Nisa Investment Advisors, LLC | 923 | $104.5K | 0.00% | −75−7.5% | Reduced |
| Harbor Investment Advisory, LLC | 1,063 | $119.9K | 0.01% | +19+1.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,188 | $134.0K | 0.00% | +1,188 | New |
| Amalgamated Bank | 1,230 | $139.0K | 0.00% | −3,139−71.8% | Reduced |
| Leonteq Securities AG | 1,235 | $139.3K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 1,479 | $166.8K | 0.00% | +186+14.4% | Added |
| Kapitalo Investimentos Ltda | 1,849 | $208.5K | 0.05% | +543+41.6% | Added |
| Metropolitan Life Insurance Co | 1,921 | $216.6K | 0.01% | −184−8.7% | Reduced |
| Cookson Peirce & Co Inc | 1,932 | $218.0K | 0.01% | +1,932 | New |
| Envestnet Portfolio Solutions, Inc. | 2,066 | $233.0K | 0.00% | −20−1.0% | Reduced |
| State of Wyoming | 2,071 | $233.5K | 0.04% | −1,587−43.4% | Reduced |
| M. Kulyk & Associates, LLC | 2,089 | $235.6K | 0.05% | +17+0.8% | Added |
| Hamilton Capital Partners Inc. | 2,097 | $236.5K | 0.03% | +1,224+140.2% | Added |
| Conservest Capital Advisors, Inc. | 2,150 | $242.4K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,160 | $243.6K | 0.00% | +207+10.6% | Added |
| Mackenzie Financial Corp | 2,193 | $247.3K | 0.00% | −1,808−45.2% | Reduced |
| Jefferies Financial Group Inc. | 2,200 | $248.1K | 0.01% | −9,100−80.5% | Reduced |
| Xponance, Inc. | 2,224 | $250.8K | 0.00% | +9+0.4% | Added |
| Two Sigma Securities, LLC | 2,229 | $251.3K | 0.01% | +2,229 | New |
| Quadrature Capital Ltd | 2,240 | $252.4K | 0.00% | +2,240 | New |
| Verition Fund Management LLC | 2,265 | $255.4K | 0.00% | +2,265 | New |
| Mariner, LLC | 2,338 | $263.6K | 0.00% | +2,338 | New |
| Keybank National Association | 2,360 | $266.1K | 0.00% | +353+17.6% | Added |
| Seven Eight Capital, LP | 2,594 | $292.5K | 0.03% | +2,594 | New |
| Bridgefront Capital, LLC | 2,617 | $295.1K | 0.22% | +2,617 | New |
| AlphaMark Advisors, LLC | 2,683 | $303.0K | 0.11% | +2,683 | New |
| MML Investors Services, LLC | 2,693 | $304.0K | 0.00% | +287+11.9% | Added |
| Park Avenue Securities LLC | 2,733 | $308.0K | 0.00% | +298+12.2% | Added |
| Coldstream Capital Management Inc | 2,766 | $311.9K | 0.01% | +2,766 | New |
| Two Sigma Advisers, LP | 2,800 | $315.7K | 0.00% | −2,500−47.2% | Reduced |
| Cynosure Management, LLC | 2,850 | $321.4K | 0.06% | +2,850 | New |
| Y-Intercept (Hong Kong) Ltd | 2,902 | $327.2K | 0.02% | +2,902 | New |
| Brevan Howard Capital Management LP | 3,180 | $358.6K | 0.03% | +1,204+60.9% | Added |
| Islay Capital Management, LLC | 3,334 | $375.9K | 0.28% | 00.0% | Unchanged |
| Hancock Whitney Corp | 3,405 | $383.9K | 0.01% | −251−6.9% | Reduced |
| Raymond James Trust N.A. | 3,484 | $392.9K | 0.01% | −98−2.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,565 | $402.0K | 0.00% | +261+7.9% | Added |
| Ameritas Investment Partners, Inc. | 3,680 | $415.0K | 0.01% | −105−2.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,856 | $434.8K | 0.00% | −513−11.7% | Reduced |