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, Q2 2024
Institutional positions in Hamilton Lane INC as of Jun 30, 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
- 296
- +33 vs. Q1 2024
- Shares held
- 36.9M
- −1.03M (−2.7%) vs. Q1 2024
- Total value
- $4.56B
- +$284.1M (+6.6%) vs. Q1 2024
- New holders
- 57
- 120 more added
- Sold out
- 24
- 83 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Hamilton Lane INC; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $124 | 0.00% | +1 | New |
| CVA Family Office, LLC | 4 | $494 | 0.00% | +4 | New |
| Manchester Capital Management LLC | 6 | $742 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $742 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $866 | 0.00% | +1+16.7% | Added |
| Park Place Capital Corp | 9 | $1.11K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 9 | $1.11K | 0.00% | +9 | New |
| AdvisorNet Financial, Inc | 10 | $1.24K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $1.24K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 12 | $1.48K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 13 | $1.61K | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 14 | $1.73K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $1.85K | 0.00% | +10+200.0% | Added |
| Lindbrook Capital, LLC | 16 | $1.98K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 19 | $2.35K | 0.00% | +19 | New |
| Northwestern Mutual Wealth Management Co | 20 | $2.47K | 0.00% | −1−4.8% | Reduced |
| Ronald Blue Trust, Inc. | 22 | $2.48K | 0.00% | +22 | New |
| Stephens Consulting, LLC | 22 | $2.72K | 0.00% | +22 | New |
| Opal Wealth Advisors, LLC | 26 | $3.21K | 0.00% | +26 | New |
| Allworth Financial LP | 23 | $3.22K | 0.00% | −14−37.8% | Reduced |
| Fairman Group, LLC | 28 | $3.47K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 29 | $3.58K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 30 | $3.71K | 0.00% | +21+233.3% | Added |
| CIBC Private Wealth Group, LLC | 30 | $3.78K | 0.00% | −36−54.5% | Reduced |
| C M Bidwell & Associates Ltd | 35 | $4.33K | 0.00% | +35 | New |
| EverSource Wealth Advisors, LLC | 35 | $5.05K | 0.00% | +29+483.3% | Added |
| Parallel Advisors, LLC | 46 | $5.68K | 0.00% | +6+15.0% | Added |
| Simplex Trading, LLC | 60 | $7.00K | 0.00% | −513−89.5% | Reduced |
| Hillsdale Investment Management Inc. | 60 | $7.42K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 67 | $8.28K | 0.00% | +67 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 71 | $8.77K | 0.00% | −167−70.2% | Reduced |
| Smartleaf Asset Management LLC | 75 | $9.10K | 0.00% | +70+1,400.0% | Added |
| Farther Finance Advisors, LLC | 76 | $9.36K | 0.00% | +55+261.9% | Added |
| Ashton Thomas Private Wealth, LLC | 81 | $10.0K | 0.00% | +81 | New |
| Iron Horse Wealth Management, LLC | 85 | $10.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 86 | $11.0K | 0.01% | −214−71.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 95 | $12.0K | 0.00% | +64+206.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 110 | $13.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 110 | $13.6K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 139 | $17.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 161 | $19.9K | 0.00% | +92+133.3% | Added |
| Quadrant Capital Group LLC | 184 | $22.7K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 198 | $24.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 213 | $26.3K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 212 | $26.4K | 0.00% | −2−0.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 274 | $34.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 292 | $36.1K | 0.00% | −134−31.5% | Reduced |
| Quarry LP | 308 | $38.1K | 0.02% | +234+316.2% | Added |
| Principal Securities, Inc. | 314 | $38.8K | 0.00% | +78+33.1% | Added |
| Acadian Asset Management LLC | 321 | $39.0K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 375 | $46.4K | 0.01% | −6−1.6% | Reduced |
| US Bancorp | 379 | $46.8K | 0.00% | +3+0.8% | Added |
| Proequities, Inc. | 389 | $48.3K | 0.00% | −13−3.2% | Reduced |
| CWM, LLC | 405 | $50.0K | 0.00% | +12+3.1% | Added |
| SRS Capital Advisors, Inc. | 464 | $57.3K | 0.01% | −39−7.8% | Reduced |
| GAMMA Investing LLC | 481 | $59.4K | 0.01% | +65+15.6% | Added |
| Signaturefd, LLC | 629 | $77.7K | 0.00% | +73+13.1% | Added |
| First Horizon Advisors, Inc. | 636 | $78.6K | 0.00% | +9+1.4% | Added |
| Natixis | 636 | $78.6K | 0.00% | −104−14.1% | Reduced |
| The PNC Financial Services Group, Inc. | 648 | $80.1K | 0.00% | +167+34.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 656 | $81.0K | 0.00% | −532−44.8% | Reduced |
| Huntington National Bank | 656 | $81.1K | 0.00% | −823−55.6% | Reduced |
| Fifth Third Bancorp | 694 | $85.8K | 0.00% | +358+106.5% | Added |
| IFP Advisors, Inc | 784 | $96.9K | 0.00% | −8−1.0% | Reduced |
| Ci Investments Inc. | 872 | $108.0K | 0.00% | +18+2.1% | Added |
| Nisa Investment Advisors, LLC | 923 | $114.5K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 967 | $120.0K | 0.00% | +176+22.3% | Added |
| Harbor Investment Advisory, LLC | 1,044 | $129.0K | 0.01% | −19−1.8% | Reduced |
| Leonteq Securities AG | 1,235 | $152.6K | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 1,284 | $159.0K | 0.00% | +54+4.4% | Added |
| Point72 (DIFC) Ltd | 1,311 | $162.0K | 0.01% | +1,311 | New |
| FMR LLC | 1,635 | $202.1K | 0.00% | −18,018−91.7% | Reduced |
| Florida Financial Advisors, LLC | 1,687 | $208.4K | 0.12% | +1,687 | New |
| Integrated Wealth Concepts LLC | 1,692 | $209.3K | 0.00% | +1,692 | New |
| Aigen Investment Management, LP | 1,729 | $213.7K | 0.04% | +1,729 | New |
| Argent Trust Co | 1,751 | $216.4K | 0.01% | +1,751 | New |
| nVerses Capital, LLC | 1,800 | $222.4K | 0.13% | +1,800 | New |
| Verition Fund Management LLC | 1,805 | $223.1K | 0.00% | −460−20.3% | Reduced |
| Occudo Quantitative Strategies LP | 1,808 | $223.4K | 0.04% | +1,808 | New |
| XTX Topco Ltd | 1,869 | $231.0K | 0.02% | +1,869 | New |
| Apollon Wealth Management, LLC | 1,959 | $242.1K | 0.01% | +1,959 | New |
| Conservest Capital Advisors, Inc. | 2,150 | $242.4K | 0.03% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 2,000 | $247.2K | 0.01% | +2,000 | New |
| Nomura Asset Management Co Ltd | 2,035 | $251.5K | 0.00% | −125−5.8% | Reduced |
| Glenmede Trust Co NA | 2,045 | $252.7K | 0.00% | +2,045 | New |
| M. Kulyk & Associates, LLC | 2,089 | $258.2K | 0.06% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 2,097 | $259.1K | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,100 | $259.5K | 0.01% | +2,100 | New |
| Envestnet Portfolio Solutions, Inc. | 2,102 | $259.7K | 0.00% | +36+1.7% | Added |
| Mackenzie Financial Corp | 2,193 | $271.0K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 2,215 | $273.7K | 0.03% | +2,215 | New |
| Connecticut Wealth Management, LLC | 2,235 | $276.2K | 0.01% | +2,235 | New |
| Cookson Peirce & Co Inc | 2,251 | $278.2K | 0.01% | +319+16.5% | Added |
| Oxford Asset Management LLP | 2,321 | $286.8K | 0.28% | +2,321 | New |
| Keybank National Association | 2,360 | $291.6K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 2,435 | $300.9K | 0.00% | +211+9.5% | Added |
| Mariner, LLC | 2,477 | $306.1K | 0.00% | +139+5.9% | Added |
| Point72 Asset Management, L.P. | 2,519 | $311.3K | 0.00% | +2,519 | New |
| Advisor Group Holdings, Inc. | 2,534 | $313.4K | 0.00% | +2,017+390.1% | Added |
| Bridgewater Associates, LP | 2,546 | $314.6K | 0.00% | +2,546 | New |