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 |
|---|---|---|---|---|---|
| Xponance, Inc. | 2,435 | $300.9K | 0.00% | +211+9.5% | Added |
| Keybank National Association | 2,360 | $291.6K | 0.00% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 2,321 | $286.8K | 0.28% | +2,321 | New |
| Cookson Peirce & Co Inc | 2,251 | $278.2K | 0.01% | +319+16.5% | Added |
| Connecticut Wealth Management, LLC | 2,235 | $276.2K | 0.01% | +2,235 | New |
| Petrus Trust Company, LTA | 2,215 | $273.7K | 0.03% | +2,215 | New |
| Mackenzie Financial Corp | 2,193 | $271.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 2,102 | $259.7K | 0.00% | +36+1.7% | Added |
| Aquatic Capital Management LLC | 2,100 | $259.5K | 0.01% | +2,100 | New |
| Hamilton Capital Partners Inc. | 2,097 | $259.1K | 0.03% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 2,089 | $258.2K | 0.06% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 2,045 | $252.7K | 0.00% | +2,045 | New |
| Nomura Asset Management Co Ltd | 2,035 | $251.5K | 0.00% | −125−5.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 2,000 | $247.2K | 0.01% | +2,000 | New |
| Conservest Capital Advisors, Inc. | 2,150 | $242.4K | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 1,959 | $242.1K | 0.01% | +1,959 | New |
| XTX Topco Ltd | 1,869 | $231.0K | 0.02% | +1,869 | New |
| Occudo Quantitative Strategies LP | 1,808 | $223.4K | 0.04% | +1,808 | New |
| Verition Fund Management LLC | 1,805 | $223.1K | 0.00% | −460−20.3% | Reduced |
| nVerses Capital, LLC | 1,800 | $222.4K | 0.13% | +1,800 | New |
| Argent Trust Co | 1,751 | $216.4K | 0.01% | +1,751 | New |
| Aigen Investment Management, LP | 1,729 | $213.7K | 0.04% | +1,729 | New |
| Integrated Wealth Concepts LLC | 1,692 | $209.3K | 0.00% | +1,692 | New |
| Florida Financial Advisors, LLC | 1,687 | $208.4K | 0.12% | +1,687 | New |
| FMR LLC | 1,635 | $202.1K | 0.00% | −18,018−91.7% | Reduced |
| Point72 (DIFC) Ltd | 1,311 | $162.0K | 0.01% | +1,311 | New |
| Amalgamated Bank | 1,284 | $159.0K | 0.00% | +54+4.4% | Added |
| Leonteq Securities AG | 1,235 | $152.6K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,044 | $129.0K | 0.01% | −19−1.8% | Reduced |
| KBC Group NV | 967 | $120.0K | 0.00% | +176+22.3% | Added |
| Nisa Investment Advisors, LLC | 923 | $114.5K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 872 | $108.0K | 0.00% | +18+2.1% | Added |
| IFP Advisors, Inc | 784 | $96.9K | 0.00% | −8−1.0% | Reduced |
| Fifth Third Bancorp | 694 | $85.8K | 0.00% | +358+106.5% | Added |
| Huntington National Bank | 656 | $81.1K | 0.00% | −823−55.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 656 | $81.0K | 0.00% | −532−44.8% | Reduced |
| The PNC Financial Services Group, Inc. | 648 | $80.1K | 0.00% | +167+34.7% | Added |
| Natixis | 636 | $78.6K | 0.00% | −104−14.1% | Reduced |
| First Horizon Advisors, Inc. | 636 | $78.6K | 0.00% | +9+1.4% | Added |
| Signaturefd, LLC | 629 | $77.7K | 0.00% | +73+13.1% | Added |
| GAMMA Investing LLC | 481 | $59.4K | 0.01% | +65+15.6% | Added |
| SRS Capital Advisors, Inc. | 464 | $57.3K | 0.01% | −39−7.8% | Reduced |
| CWM, LLC | 405 | $50.0K | 0.00% | +12+3.1% | Added |
| Proequities, Inc. | 389 | $48.3K | 0.00% | −13−3.2% | Reduced |
| US Bancorp | 379 | $46.8K | 0.00% | +3+0.8% | Added |
| SYSTM Wealth Solutions LLC | 375 | $46.4K | 0.01% | −6−1.6% | Reduced |
| Acadian Asset Management LLC | 321 | $39.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 314 | $38.8K | 0.00% | +78+33.1% | Added |
| Quarry LP | 308 | $38.1K | 0.02% | +234+316.2% | Added |
| Steward Partners Investment Advisory, LLC | 292 | $36.1K | 0.00% | −134−31.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 274 | $34.0K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 212 | $26.4K | 0.00% | −2−0.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 213 | $26.3K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 198 | $24.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 184 | $22.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 161 | $19.9K | 0.00% | +92+133.3% | Added |
| Continuum Advisory, LLC | 139 | $17.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 110 | $13.6K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 110 | $13.6K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 95 | $12.0K | 0.00% | +64+206.5% | Added |
| Covestor Ltd | 86 | $11.0K | 0.01% | −214−71.3% | Reduced |
| Iron Horse Wealth Management, LLC | 85 | $10.5K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 81 | $10.0K | 0.00% | +81 | New |
| Farther Finance Advisors, LLC | 76 | $9.36K | 0.00% | +55+261.9% | Added |
| Smartleaf Asset Management LLC | 75 | $9.10K | 0.00% | +70+1,400.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 71 | $8.77K | 0.00% | −167−70.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 67 | $8.28K | 0.00% | +67 | New |
| Hillsdale Investment Management Inc. | 60 | $7.42K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 60 | $7.00K | 0.00% | −513−89.5% | Reduced |
| Parallel Advisors, LLC | 46 | $5.68K | 0.00% | +6+15.0% | Added |
| EverSource Wealth Advisors, LLC | 35 | $5.05K | 0.00% | +29+483.3% | Added |
| C M Bidwell & Associates Ltd | 35 | $4.33K | 0.00% | +35 | New |
| CIBC Private Wealth Group, LLC | 30 | $3.78K | 0.00% | −36−54.5% | Reduced |
| Global Retirement Partners, LLC | 30 | $3.71K | 0.00% | +21+233.3% | Added |
| Central Trust Co | 29 | $3.58K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 28 | $3.47K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 23 | $3.22K | 0.00% | −14−37.8% | Reduced |
| Opal Wealth Advisors, LLC | 26 | $3.21K | 0.00% | +26 | New |
| Stephens Consulting, LLC | 22 | $2.72K | 0.00% | +22 | New |
| Ronald Blue Trust, Inc. | 22 | $2.48K | 0.00% | +22 | New |
| Northwestern Mutual Wealth Management Co | 20 | $2.47K | 0.00% | −1−4.8% | Reduced |
| Massmutual Trust Co FSB | 19 | $2.35K | 0.00% | +19 | New |
| Lindbrook Capital, LLC | 16 | $1.98K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $1.85K | 0.00% | +10+200.0% | Added |
| JFS Wealth Advisors, LLC | 14 | $1.73K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 13 | $1.61K | 0.00% | +13 | New |
| Albion Financial Group | 12 | $1.48K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $1.24K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $1.24K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 9 | $1.11K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 9 | $1.11K | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $866 | 0.00% | +1+16.7% | Added |
| Manchester Capital Management LLC | 6 | $742 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $742 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 4 | $494 | 0.00% | +4 | New |
| TFC Financial Management | 1 | $124 | 0.00% | +1 | New |
| TD Asset Management Inc | 0 | $0 | 0.00% | −1,005,898−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −567,455−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −25,119−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |