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, Q4 2024
Institutional positions in Hamilton Lane INC as of Dec 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
- 355
- +36 vs. Q3 2024
- Shares held
- 40.4M
- +1.48M (+3.8%) vs. Q3 2024
- Total value
- $5.98B
- −$573.2M (−8.8%) vs. Q3 2024
- New holders
- 74
- 126 more added
- Sold out
- 38
- 116 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Hamilton Lane INC; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quest Partners LLC | 1 | $148 | 0.00% | −620−99.8% | Reduced |
| Parkworth Wealth Management, Inc. | 1 | $148 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $149 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 1 | $149 | 0.00% | +1 | New |
| NewSquare Capital LLC | 2 | $296 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $296 | 0.00% | +2 | New |
| Skopos Labs, Inc. | 3 | $445 | 0.00% | +3 | New |
| CVA Family Office, LLC | 4 | $592 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 4 | $592 | 0.00% | +4 | New |
| NBC Securities, Inc. | 4 | $668 | 0.06% | −4,624−99.9% | Reduced |
| SJS Investment Consulting Inc. | 5 | $741 | 0.00% | −1−16.7% | Reduced |
| Bokf, NA | 6 | $839 | 0.00% | +6 | New |
| SBI Securities Co., Ltd. | 6 | $888 | 0.00% | +6 | New |
| Manchester Capital Management LLC | 6 | $889 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $1.04K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 8 | $1.18K | 0.00% | +8 | New |
| Park Place Capital Corp | 9 | $1.33K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $1.48K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $1.48K | 0.00% | +10 | New |
| Albion Financial Group | 12 | $1.78K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 12 | $1.78K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 15 | $2.00K | 0.00% | +6+66.7% | Added |
| Fairman Group, LLC | 14 | $2.08K | 0.00% | −14−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 18 | $2.67K | 0.00% | +3+20.0% | Added |
| LGT Financial Advisors LLC | 19 | $2.81K | 0.01% | +19 | New |
| Clear Street Markets LLC | 21 | $3.11K | 0.00% | +21 | New |
| TD Private Client Wealth LLC | 23 | $3.40K | 0.00% | +1+4.5% | Added |
| Private Trust Co NA | 23 | $3.40K | 0.00% | +23 | New |
| Financial Gravity Companies, Inc. | 25 | $3.70K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 28 | $4.20K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 29 | $4.29K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 30 | $4.44K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 30 | $4.44K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 35 | $5.18K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 36 | $5.33K | 0.00% | −44−55.0% | Reduced |
| Mather Group, LLC. | 38 | $5.63K | 0.00% | +38 | New |
| Whipplewood Advisors, LLC | 44 | $6.51K | 0.00% | +44 | New |
| Hillsdale Investment Management Inc. | 45 | $6.66K | 0.00% | −5−10.0% | Reduced |
| Parallel Advisors, LLC | 46 | $6.81K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 47 | $6.96K | 0.00% | +12+34.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49 | $7.25K | 0.00% | −12−19.7% | Reduced |
| Massmutual Trust Co FSB | 50 | $7.40K | 0.00% | +15+42.9% | Added |
| Steward Partners Investment Advisory, LLC | 53 | $7.85K | 0.00% | +53 | New |
| Twin Tree Management, LP | 56 | $8.29K | 0.00% | +56 | New |
| EverSource Wealth Advisors, LLC | 57 | $8.44K | 0.00% | +4+7.5% | Added |
| MAI Capital Management | 78 | $11.5K | 0.00% | +78 | New |
| Iron Horse Wealth Management, LLC | 85 | $12.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 87 | $13.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 103 | $15.2K | 0.00% | +5+5.1% | Added |
| Jones Financial Companies LLLP | 104 | $15.4K | 0.00% | +87+511.8% | Added |
| Rise Advisors, LLC | 111 | $16.5K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 110 | $16.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 128 | $18.9K | 0.00% | +92+255.6% | Added |
| Geneos Wealth Management Inc. | 129 | $19.1K | 0.00% | +8+6.6% | Added |
| Acadian Asset Management LLC | 141 | $20.0K | 0.00% | −2,596−94.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 141 | $20.9K | 0.00% | +73+107.4% | Added |
| Continuum Advisory, LLC | 147 | $21.8K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 156 | $21.9K | 0.02% | +156 | New |
| Clearstead Advisors, LLC | 161 | $23.8K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 172 | $25.0K | 0.01% | −26−13.1% | Reduced |
| WPG Advisers, LLC | 182 | $26.9K | 0.03% | +182 | New |
| Quadrant Capital Group LLC | 184 | $27.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 215 | $31.8K | 0.00% | +2+0.9% | Added |
| Principal Securities, Inc. | 283 | $41.9K | 0.00% | −42−12.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 287 | $42.7K | 0.00% | +61+27.0% | Added |
| Farther Finance Advisors, LLC | 299 | $44.3K | 0.00% | +221+283.3% | Added |
| Proequities, Inc. | 326 | $52.2K | 0.00% | −47−12.6% | Reduced |
| Gen-Wealth Partners Inc | 398 | $58.9K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 407 | $60.3K | 0.00% | −54−11.7% | Reduced |
| Signaturefd, LLC | 419 | $62.0K | 0.00% | −196−31.9% | Reduced |
| Kapitalo Investimentos Ltda | 440 | $65.1K | 0.04% | +440 | New |
| Caitong International Asset Management Co., Ltd | 498 | $73.7K | 0.07% | +498 | New |
| CWM, LLC | 517 | $77.0K | 0.00% | +12+2.4% | Added |
| GAMMA Investing LLC | 555 | $82.2K | 0.01% | −82−12.9% | Reduced |
| Fifth Third Bancorp | 559 | $82.8K | 0.00% | −135−19.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 666 | $99.0K | 0.00% | −291−30.4% | Reduced |
| Huntington National Bank | 670 | $99.2K | 0.00% | +14+2.1% | Added |
| First Horizon Advisors, Inc. | 699 | $103.5K | 0.00% | +19+2.8% | Added |
| Harbor Investment Advisory, LLC | 834 | $123.5K | 0.01% | −210−20.1% | Reduced |
| SG Americas Securities, LLC | 845 | $125.0K | 0.00% | −1,165−58.0% | Reduced |
| IFP Advisors, Inc | 910 | $134.7K | 0.00% | +36+4.1% | Added |
| The PNC Financial Services Group, Inc. | 921 | $136.4K | 0.00% | −106−10.3% | Reduced |
| Nisa Investment Advisors, LLC | 923 | $137.1K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,235 | $182.8K | 0.02% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,241 | $183.7K | 0.01% | −196−13.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,331 | $197.4K | 0.00% | −1,940−59.3% | Reduced |
| Ci Investments Inc. | 1,337 | $198.0K | 0.00% | +317+31.1% | Added |
| R Squared Ltd | 1,440 | $213.2K | 0.21% | +1,440 | New |
| Smith Shellnut Wilson LLC | 1,475 | $218.4K | 0.10% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,496 | $221.5K | 0.04% | +1,496 | New |
| Old National Bancorp | 1,498 | $221.8K | 0.01% | +1,498 | New |
| Covenant Partners, LLC | 1,508 | $223.3K | 0.07% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 1,515 | $224.3K | 0.12% | +84+5.9% | Added |
| Shelton Capital Management | 1,529 | $226.4K | 0.01% | +1,529 | New |
| Stevens Capital Management LP | 1,565 | $232.0K | 0.09% | +1,565 | New |
| EntryPoint Capital, LLC | 1,607 | $237.9K | 0.10% | −2,370−59.6% | Reduced |
| US Bancorp | 1,627 | $240.9K | 0.00% | −265−14.0% | Reduced |
| JustInvest LLC | 1,653 | $244.7K | 0.00% | +301+22.3% | Added |
| Integrated Wealth Concepts LLC | 1,690 | $250.2K | 0.00% | −108−6.0% | Reduced |