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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 3,037 | $511.4K | 0.01% | −426−12.3% | Reduced |
| Aviva PLC | 2,807 | $472.7K | 0.00% | +2,807 | New |
| Acadian Asset Management LLC | 2,737 | $460.0K | 0.00% | +2,416+752.6% | Added |
| Mariner, LLC | 2,721 | $458.0K | 0.00% | +244+9.9% | Added |
| MML Investors Services, LLC | 2,680 | $451.0K | 0.00% | +30+1.1% | Added |
| Corton Capital Inc. | 2,677 | $450.8K | 0.22% | +2,677 | New |
| Coldstream Capital Management Inc | 2,657 | $448.9K | 0.01% | −108−3.9% | Reduced |
| State of Wyoming | 2,643 | $445.1K | 0.06% | −38−1.4% | Reduced |
| Guggenheim Capital LLC | 2,584 | $435.1K | 0.00% | +2,584 | New |
| Mackenzie Financial Corp | 2,407 | $405.3K | 0.00% | +214+9.8% | Added |
| Connecticut Wealth Management, LLC | 2,235 | $376.4K | 0.02% | 00.0% | Unchanged |
| Cynosure Management, LLC | 2,216 | $373.2K | 0.05% | −972−30.5% | Reduced |
| XTX Topco Ltd | 2,128 | $358.3K | 0.03% | +259+13.9% | Added |
| M. Kulyk & Associates, LLC | 2,097 | $353.1K | 0.07% | +8+0.4% | Added |
| SG Americas Securities, LLC | 2,010 | $338.0K | 0.00% | −23,116−92.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,984 | $334.1K | 0.00% | −118−5.6% | Reduced |
| Profund Advisors LLC | 1,973 | $332.2K | 0.01% | +1,973 | New |
| Park Avenue Securities LLC | 1,922 | $324.0K | 0.00% | −862−31.0% | Reduced |
| US Bancorp | 1,892 | $318.6K | 0.00% | +1,513+399.2% | Added |
| Florida Financial Advisors, LLC | 1,887 | $317.8K | 0.16% | +200+11.9% | Added |
| Virtu Financial LLC | 1,841 | $310.0K | 0.02% | +1,841 | New |
| Integrated Wealth Concepts LLC | 1,798 | $302.7K | 0.00% | +106+6.3% | Added |
| HSBC Holdings PLC | 1,804 | $302.0K | 0.00% | −11,217−86.1% | Reduced |
| Keybank National Association | 1,778 | $299.4K | 0.00% | −582−24.7% | Reduced |
| Crossmark Global Holdings, Inc. | 1,772 | $299.0K | 0.01% | +1,772 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,765 | $297.2K | 0.01% | +1,765 | New |
| Fifth Third Wealth Advisors LLC | 1,763 | $296.9K | 0.02% | +1,763 | New |
| Argent Trust Co | 1,751 | $294.9K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 1,721 | $291.0K | 0.00% | +1,721 | New |
| Petrus Trust Company, LTA | 1,724 | $290.3K | 0.03% | −491−22.2% | Reduced |
| Harvest Investment Services, LLC | 1,693 | $285.1K | 0.09% | +1,693 | New |
| Cary Street Partner Investment Advisory LLC | 1,544 | $260.0K | 0.01% | +1,544 | New |
| IHT Wealth Management, LLC | 1,524 | $256.3K | 0.01% | +1,524 | New |
| Covenant Partners, LLC | 1,508 | $253.9K | 0.07% | +1,508 | New |
| Smith Shellnut Wilson LLC | 1,475 | $248.4K | 0.11% | +1,475 | New |
| RSM US Wealth Management LLC | 1,462 | $246.2K | 0.00% | +1,462 | New |
| Conservest Capital Advisors, Inc. | 2,150 | $242.4K | 0.02% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,437 | $242.0K | 0.02% | −660−31.5% | Reduced |
| Lifestyle Asset Management, Inc. | 1,431 | $241.0K | 0.13% | +1,431 | New |
| Glenmede Trust Co NA | 1,386 | $233.4K | 0.00% | −659−32.2% | Reduced |
| Regions Financial Corp | 1,360 | $229.0K | 0.00% | +1,360 | New |
| JustInvest LLC | 1,352 | $227.7K | 0.00% | +1,352 | New |
| Mercer Global Advisors Inc | 1,290 | $216.7K | 0.00% | +1,290 | New |
| Resources Investment Advisors, LLC. | 1,286 | $216.6K | 0.00% | +1,286 | New |
| Pegasus Partners Ltd. | 1,277 | $215.0K | 0.02% | +1,277 | New |
| Associated Banc-Corp | 1,261 | $212.3K | 0.01% | +1,261 | New |
| Leonteq Securities AG | 1,235 | $208.0K | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 1,222 | $205.8K | 0.00% | +1,222 | New |
| Robertson Stephens Wealth Management, LLC | 1,192 | $201.3K | 0.01% | +1,192 | New |
| KBC Group NV | 1,141 | $192.0K | 0.00% | +174+18.0% | Added |
| Harbor Investment Advisory, LLC | 1,044 | $175.8K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,027 | $172.9K | 0.00% | +379+58.5% | Added |
| Ci Investments Inc. | 1,020 | $172.0K | 0.00% | +148+17.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 957 | $161.0K | 0.00% | +301+45.9% | Added |
| Nisa Investment Advisors, LLC | 923 | $155.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 874 | $147.2K | 0.01% | +90+11.5% | Added |
| Tower Research Capital LLC (TRC) | 866 | $145.8K | 0.00% | −5,324−86.0% | Reduced |
| Harvest Fund Management Co., Ltd | 754 | $127.0K | 0.01% | +754 | New |
| Fifth Third Bancorp | 694 | $116.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 680 | $114.5K | 0.00% | +44+6.9% | Added |
| Icon Wealth Advisors, LLC | 659 | $111.0K | 0.01% | +659 | New |
| Huntington National Bank | 656 | $110.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 637 | $107.3K | 0.01% | +156+32.4% | Added |
| Natixis | 626 | $105.4K | 0.00% | −10−1.6% | Reduced |
| Quest Partners LLC | 621 | $104.6K | 0.01% | −5,567−90.0% | Reduced |
| Signaturefd, LLC | 615 | $103.5K | 0.00% | −14−2.2% | Reduced |
| Nomura Asset Management Co Ltd | 516 | $86.9K | 0.00% | −1,519−74.6% | Reduced |
| CWM, LLC | 505 | $85.0K | 0.00% | +100+24.7% | Added |
| SRS Capital Advisors, Inc. | 461 | $77.7K | 0.01% | −3−0.6% | Reduced |
| Gen-Wealth Partners Inc | 398 | $72.5K | 0.03% | +398 | New |
| Proequities, Inc. | 373 | $63.0K | 0.00% | −16−4.1% | Reduced |
| Principal Securities, Inc. | 325 | $54.7K | 0.00% | +11+3.5% | Added |
| CBIZ Investment Advisory Services, LLC | 226 | $38.3K | 0.00% | +14+6.6% | Added |
| Federation des caisses Desjardins du Quebec | 213 | $35.9K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 198 | $33.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 184 | $31.0K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 147 | $28.4K | 0.00% | +8+5.8% | Added |
| Clearstead Advisors, LLC | 161 | $27.1K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 132 | $22.2K | 0.00% | +132 | New |
| Geneos Wealth Management Inc. | 121 | $20.4K | 0.00% | +121 | New |
| Rise Advisors, LLC | 111 | $18.7K | 0.01% | +1+0.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 110 | $18.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 98 | $16.3K | 0.00% | +23+30.7% | Added |
| Covestor Ltd | 87 | $15.0K | 0.01% | +1+1.2% | Added |
| Iron Horse Wealth Management, LLC | 85 | $14.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 80 | $13.5K | 0.00% | −228−74.0% | Reduced |
| Farther Finance Advisors, LLC | 78 | $13.2K | 0.00% | +2+2.6% | Added |
| Northwestern Mutual Wealth Management Co | 68 | $11.4K | 0.00% | +48+240.0% | Added |
| Cullen/Frost Bankers, Inc. | 67 | $11.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 61 | $10.3K | 0.00% | −10−14.1% | Reduced |
| Beacon Capital Management, LLC | 58 | $9.77K | 0.00% | +58 | New |
| EverSource Wealth Advisors, LLC | 53 | $8.93K | 0.00% | +18+51.4% | Added |
| Hillsdale Investment Management Inc. | 50 | $8.42K | 0.00% | −10−16.7% | Reduced |
| Parallel Advisors, LLC | 46 | $7.75K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 36 | $6.06K | 0.00% | +36 | 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 |
| Wolff Wiese Magana LLC | 31 | $5.22K | 0.00% | +31 | New |
| CIBC Private Wealth Group, LLC | 30 | $5.05K | 0.00% | 00.0% | Unchanged |