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, Q3 2024
Institutional positions in Hamilton Lane INC as of Sep 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
- 324
- +31 vs. Q2 2024
- Shares held
- 39.1M
- +5.34M (+15.8%) vs. Q2 2024
- Total value
- $6.58B
- +$2.41B (+57.9%) vs. Q2 2024
- New holders
- 72
- 118 more added
- Sold out
- 41
- 96 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Hamilton Lane INC; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $169 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2 | $337 | 0.00% | +2 | New |
| CVA Family Office, LLC | 4 | $674 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 9 | $1.00K | 0.00% | +9 | New |
| Capital Performance Advisors LLP | 6 | $1.01K | 0.00% | +6 | New |
| Manchester Capital Management LLC | 6 | $1.01K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $1.01K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $1.18K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 9 | $1.52K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $1.68K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $1.68K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $1.68K | 0.00% | +10 | New |
| Albion Financial Group | 12 | $2.02K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 12 | $2.02K | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 15 | $2.53K | 0.00% | +1+7.1% | Added |
| Jones Financial Companies LLLP | 17 | $2.83K | 0.00% | +17 | New |
| Ronald Blue Trust, Inc. | 26 | $3.21K | 0.00% | +4+18.2% | Added |
| TD Private Client Wealth LLC | 22 | $3.71K | 0.00% | +22 | New |
| Allworth Financial LP | 25 | $4.21K | 0.00% | +2+8.7% | Added |
| Financial Gravity Companies, Inc. | 25 | $4.21K | 0.00% | +25 | New |
| Lindbrook Capital, LLC | 28 | $4.71K | 0.00% | +12+75.0% | Added |
| Fairman Group, LLC | 28 | $4.73K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 29 | $4.88K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 30 | $5.05K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 30 | $5.05K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 31 | $5.22K | 0.00% | +31 | New |
| C M Bidwell & Associates Ltd | 35 | $5.89K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 35 | $5.89K | 0.00% | +16+84.2% | Added |
| Rothschild Investment LLC | 35 | $5.89K | 0.00% | +20+133.3% | Added |
| Umb Bank N A | 36 | $6.06K | 0.00% | +36 | New |
| Parallel Advisors, LLC | 46 | $7.75K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 50 | $8.42K | 0.00% | −10−16.7% | Reduced |
| EverSource Wealth Advisors, LLC | 53 | $8.93K | 0.00% | +18+51.4% | Added |
| Beacon Capital Management, LLC | 58 | $9.77K | 0.00% | +58 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 61 | $10.3K | 0.00% | −10−14.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 67 | $11.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 68 | $11.4K | 0.00% | +48+240.0% | Added |
| Farther Finance Advisors, LLC | 78 | $13.2K | 0.00% | +2+2.6% | Added |
| Quarry LP | 80 | $13.5K | 0.00% | −228−74.0% | Reduced |
| Iron Horse Wealth Management, LLC | 85 | $14.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 87 | $15.0K | 0.01% | +1+1.2% | Added |
| Smartleaf Asset Management LLC | 98 | $16.3K | 0.00% | +23+30.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 110 | $18.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 111 | $18.7K | 0.01% | +1+0.9% | Added |
| Geneos Wealth Management Inc. | 121 | $20.4K | 0.00% | +121 | New |
| Ashton Thomas Securities, LLC | 132 | $22.2K | 0.00% | +132 | New |
| Clearstead Advisors, LLC | 161 | $27.1K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 147 | $28.4K | 0.00% | +8+5.8% | Added |
| Quadrant Capital Group LLC | 184 | $31.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 198 | $33.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 213 | $35.9K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 226 | $38.3K | 0.00% | +14+6.6% | Added |
| Principal Securities, Inc. | 325 | $54.7K | 0.00% | +11+3.5% | Added |
| Proequities, Inc. | 373 | $63.0K | 0.00% | −16−4.1% | Reduced |
| Gen-Wealth Partners Inc | 398 | $72.5K | 0.03% | +398 | New |
| SRS Capital Advisors, Inc. | 461 | $77.7K | 0.01% | −3−0.6% | Reduced |
| CWM, LLC | 505 | $85.0K | 0.00% | +100+24.7% | Added |
| Nomura Asset Management Co Ltd | 516 | $86.9K | 0.00% | −1,519−74.6% | Reduced |
| Signaturefd, LLC | 615 | $103.5K | 0.00% | −14−2.2% | Reduced |
| Quest Partners LLC | 621 | $104.6K | 0.01% | −5,567−90.0% | Reduced |
| Natixis | 626 | $105.4K | 0.00% | −10−1.6% | Reduced |
| GAMMA Investing LLC | 637 | $107.3K | 0.01% | +156+32.4% | Added |
| Huntington National Bank | 656 | $110.5K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 659 | $111.0K | 0.01% | +659 | New |
| First Horizon Advisors, Inc. | 680 | $114.5K | 0.00% | +44+6.9% | Added |
| Fifth Third Bancorp | 694 | $116.9K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 754 | $127.0K | 0.01% | +754 | New |
| Tower Research Capital LLC (TRC) | 866 | $145.8K | 0.00% | −5,324−86.0% | Reduced |
| IFP Advisors, Inc | 874 | $147.2K | 0.01% | +90+11.5% | Added |
| Nisa Investment Advisors, LLC | 923 | $155.9K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 957 | $161.0K | 0.00% | +301+45.9% | Added |
| Ci Investments Inc. | 1,020 | $172.0K | 0.00% | +148+17.0% | Added |
| The PNC Financial Services Group, Inc. | 1,027 | $172.9K | 0.00% | +379+58.5% | Added |
| Harbor Investment Advisory, LLC | 1,044 | $175.8K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 1,141 | $192.0K | 0.00% | +174+18.0% | Added |
| Robertson Stephens Wealth Management, LLC | 1,192 | $201.3K | 0.01% | +1,192 | New |
| Baird Financial Group, Inc. | 1,222 | $205.8K | 0.00% | +1,222 | New |
| Leonteq Securities AG | 1,235 | $208.0K | 0.02% | 00.0% | Unchanged |
| Associated Banc-Corp | 1,261 | $212.3K | 0.01% | +1,261 | New |
| Pegasus Partners Ltd. | 1,277 | $215.0K | 0.02% | +1,277 | New |
| Resources Investment Advisors, LLC. | 1,286 | $216.6K | 0.00% | +1,286 | New |
| Mercer Global Advisors Inc | 1,290 | $216.7K | 0.00% | +1,290 | New |
| JustInvest LLC | 1,352 | $227.7K | 0.00% | +1,352 | New |
| Regions Financial Corp | 1,360 | $229.0K | 0.00% | +1,360 | New |
| Glenmede Trust Co NA | 1,386 | $233.4K | 0.00% | −659−32.2% | Reduced |
| Lifestyle Asset Management, Inc. | 1,431 | $241.0K | 0.13% | +1,431 | New |
| Hamilton Capital Partners Inc. | 1,437 | $242.0K | 0.02% | −660−31.5% | Reduced |
| Conservest Capital Advisors, Inc. | 2,150 | $242.4K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,462 | $246.2K | 0.00% | +1,462 | New |
| Smith Shellnut Wilson LLC | 1,475 | $248.4K | 0.11% | +1,475 | New |
| Covenant Partners, LLC | 1,508 | $253.9K | 0.07% | +1,508 | New |
| IHT Wealth Management, LLC | 1,524 | $256.3K | 0.01% | +1,524 | New |
| Cary Street Partner Investment Advisory LLC | 1,544 | $260.0K | 0.01% | +1,544 | New |
| Harvest Investment Services, LLC | 1,693 | $285.1K | 0.09% | +1,693 | New |
| Petrus Trust Company, LTA | 1,724 | $290.3K | 0.03% | −491−22.2% | Reduced |
| HighTower Advisors, LLC | 1,721 | $291.0K | 0.00% | +1,721 | New |
| Argent Trust Co | 1,751 | $294.9K | 0.01% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,763 | $296.9K | 0.02% | +1,763 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,765 | $297.2K | 0.01% | +1,765 | New |
| Crossmark Global Holdings, Inc. | 1,772 | $299.0K | 0.01% | +1,772 | New |