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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 1,230 | $139.0K | 0.00% | −3,139−71.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,188 | $134.0K | 0.00% | +1,188 | New |
| Harbor Investment Advisory, LLC | 1,063 | $119.9K | 0.01% | +19+1.8% | Added |
| Nisa Investment Advisors, LLC | 923 | $104.5K | 0.00% | −75−7.5% | Reduced |
| Ci Investments Inc. | 854 | $96.0K | 0.00% | −1,393−62.0% | Reduced |
| IFP Advisors, Inc | 792 | $89.3K | 0.00% | +792 | New |
| KBC Group NV | 791 | $89.0K | 0.00% | +196+32.9% | Added |
| Natixis | 740 | $83.4K | 0.00% | −274−27.0% | Reduced |
| EntryPoint Capital, LLC | 739 | $83.3K | 0.07% | +21+2.9% | Added |
| First Horizon Advisors, Inc. | 627 | $70.7K | 0.00% | +105+20.1% | Added |
| Simplex Trading, LLC | 573 | $64.0K | 0.00% | −730−56.0% | Reduced |
| Tower Research Capital LLC (TRC) | 564 | $63.6K | 0.00% | −7,068−92.6% | Reduced |
| Signaturefd, LLC | 556 | $62.7K | 0.00% | −7−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 517 | $58.5K | 0.00% | −17,855−97.2% | Reduced |
| SRS Capital Advisors, Inc. | 503 | $56.7K | 0.01% | −5−1.0% | Reduced |
| The PNC Financial Services Group, Inc. | 481 | $54.3K | 0.00% | +281+140.5% | Added |
| Steward Partners Investment Advisory, LLC | 426 | $48.0K | 0.00% | +426 | New |
| GAMMA Investing LLC | 416 | $46.9K | 0.01% | −2−0.5% | Reduced |
| Proequities, Inc. | 402 | $45.5K | 0.00% | −34−7.8% | Reduced |
| CWM, LLC | 393 | $44.0K | 0.00% | +9+2.3% | Added |
| SYSTM Wealth Solutions LLC | 381 | $43.0K | 0.01% | +36+10.4% | Added |
| US Bancorp | 376 | $42.4K | 0.00% | +56+17.5% | Added |
| Ziegler Capital Management, LLC | 3,482 | $39.3K | 0.00% | −43−1.2% | Reduced |
| Fifth Third Bancorp | 336 | $37.9K | 0.00% | −52−13.4% | Reduced |
| Acadian Asset Management LLC | 321 | $36.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 300 | $34.0K | 0.02% | +298+14,900.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 274 | $31.0K | 0.01% | +274 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 238 | $26.8K | 0.00% | +238 | New |
| Principal Securities, Inc. | 236 | $26.6K | 0.00% | +4+1.7% | Added |
| CBIZ Investment Advisory Services, LLC | 214 | $24.2K | 0.00% | +214 | New |
| Federation des caisses Desjardins du Quebec | 213 | $24.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 198 | $22.0K | 0.01% | −33−14.3% | Reduced |
| Quadrant Capital Group LLC | 184 | $20.7K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 139 | $16.1K | 0.00% | +139 | New |
| 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 |
| Iron Horse Wealth Management, LLC | 85 | $9.59K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 81 | $9.19K | 0.00% | +81 | New |
| Quarry LP | 74 | $8.34K | 0.00% | +74 | New |
| Clearstead Advisors, LLC | 69 | $7.92K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 66 | $7.34K | 0.00% | +66 | New |
| Hillsdale Investment Management Inc. | 60 | $6.77K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 46 | $5.19K | 0.00% | −110−70.5% | Reduced |
| Parallel Advisors, LLC | 40 | $4.51K | 0.00% | +25+166.7% | Added |
| Allworth Financial LP | 37 | $4.17K | 0.00% | +11+42.3% | Added |
| Anfield Capital Management, LLC | 36 | $4.06K | 0.00% | +36 | New |
| Central Trust Co | 29 | $3.27K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 28 | $3.17K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 31 | $3.00K | 0.00% | +31 | New |
| Northwestern Mutual Wealth Management Co | 21 | $2.37K | 0.00% | −17−44.7% | Reduced |
| Farther Finance Advisors, LLC | 21 | $2.34K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 16 | $1.80K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $1.58K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 12 | $1.35K | 0.00% | +12 | New |
| Versant Capital Management, Inc | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $1.13K | 0.00% | +10 | New |
| Global Retirement Partners, LLC | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 9 | $1.01K | 0.00% | +9 | 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 |
| EverSource Wealth Advisors, LLC | 6 | $670 | 0.00% | +6 | New |
| Rothschild Investment LLC | 5 | $564 | 0.00% | +5 | New |
| Smartleaf Asset Management LLC | 5 | $554 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 2 | $141 | 0.00% | +2 | Added |
| Algert Global LLC | 0 | $0 | 0.00% | −19,434−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −12,594−100.0% | Sold out |
| Delap Wealth Advisory, LLC | 0 | $0 | 0.00% | −7,282−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −4,919−100.0% | Sold out |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −2,809−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −2,547−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −2,477−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,301−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,223−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −2,105−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −1,956−100.0% | Sold out |
| Associated Banc-Corp | 0 | $0 | 0.00% | −1,914−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,912−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −1,823−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −1,791−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |