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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 5,013 | $742.2K | 0.01% | +2,429+94.0% | Added |
| Commonwealth Equity Services, LLC | 4,973 | $736.0K | 0.00% | +4,973 | New |
| FourThought Financial Partners, LLC | 4,966 | $735.2K | 0.08% | −193−3.7% | Reduced |
| State of Alaska, Department of Revenue | 4,765 | $705.0K | 0.01% | +65+1.4% | Added |
| Tudor Investment Corp Et Al | 4,575 | $677.3K | 0.01% | +4,575 | New |
| Tower Research Capital LLC (TRC) | 4,481 | $663.4K | 0.01% | +3,615+417.4% | Added |
| XTX Topco Ltd | 4,419 | $654.2K | 0.05% | +2,291+107.7% | Added |
| Dynamic Technology Lab Private Ltd | 4,400 | $651.0K | 0.10% | +4,400 | New |
| Janney Montgomery Scott LLC | 4,183 | $619.0K | 0.00% | −631−13.1% | Reduced |
| Bank of Montreal | 4,171 | $617.5K | 0.00% | +605+17.0% | Added |
| Brown Brothers Harriman & Co | 4,010 | $593.7K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 3,988 | $590.4K | 0.01% | +3,988 | New |
| Congress Wealth Management LLC | 3,986 | $590.1K | 0.01% | +123+3.2% | Added |
| Prudential Financial Inc | 3,786 | $560.5K | 0.00% | −884−18.9% | Reduced |
| Algert Global LLC | 3,784 | $560.2K | 0.01% | −88−2.3% | Reduced |
| CIBC World Markets Corp | 3,594 | $532.1K | 0.00% | +3,594 | New |
| Y-Intercept (Hong Kong) Ltd | 3,569 | $528.4K | 0.04% | +3,569 | New |
| Henshaw Capital LLC | 3,523 | $521.6K | 0.02% | −807−18.6% | Reduced |
| Bayesian Capital Management, LP | 3,449 | $510.6K | 0.06% | +3,449 | New |
| Equitable Trust Co | 3,448 | $510.5K | 0.03% | −896−20.6% | Reduced |
| Nomura Asset Management Co Ltd | 3,444 | $509.9K | 0.00% | +2,928+567.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,376 | $506.9K | 0.01% | +1,611+91.3% | Added |
| Harvest Investment Services, LLC | 3,339 | $494.3K | 0.12% | +1,646+97.2% | Added |
| Aviva PLC | 3,334 | $493.6K | 0.00% | +527+18.8% | Added |
| Personal Cfo Solutions, LLC | 3,298 | $488.3K | 0.10% | −380−10.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,202 | $474.1K | 0.00% | −372−10.4% | Reduced |
| FJ Capital Management LLC | 3,202 | $474.1K | 0.06% | −370−10.4% | Reduced |
| Sherbrooke Park Advisers LLC | 3,170 | $469.3K | 0.15% | +3,170 | New |
| Securian Asset Management, Inc | 3,152 | $466.7K | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 3,139 | $464.7K | 0.01% | −376−10.7% | Reduced |
| AXA S.A. | 3,101 | $459.1K | 0.00% | +3,101 | New |
| Bryce Point Capital, LLC | 2,982 | $441.5K | 0.13% | +2,982 | New |
| Florida Financial Advisors, LLC | 2,731 | $404.3K | 0.18% | +844+44.7% | Added |
| Cetera Investment Advisers | 2,705 | $400.5K | 0.00% | −931−25.6% | Reduced |
| MML Investors Services, LLC | 2,633 | $390.0K | 0.00% | −47−1.8% | Reduced |
| Park Avenue Securities LLC | 2,599 | $385.0K | 0.00% | +677+35.2% | Added |
| Mariner, LLC | 2,600 | $384.9K | 0.00% | −121−4.4% | Reduced |
| Crossmark Global Holdings, Inc. | 2,513 | $372.0K | 0.01% | +741+41.8% | Added |
| Laurion Capital Management LP | 2,416 | $357.7K | 0.02% | +2,416 | New |
| State of Wyoming | 2,391 | $354.0K | 0.05% | −252−9.5% | Reduced |
| Vista Finance, LLC | 2,284 | $338.1K | 0.35% | +2,284 | New |
| Coldstream Capital Management Inc | 2,278 | $337.3K | 0.01% | −379−14.3% | Reduced |
| Connecticut Wealth Management, LLC | 2,235 | $330.9K | 0.02% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 2,150 | $318.3K | 0.03% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 2,108 | $312.1K | 0.00% | +2,108 | New |
| F/M Investments LLC | 2,014 | $298.2K | 0.01% | −1,311−39.4% | Reduced |
| Cynosure Management, LLC | 1,986 | $294.0K | 0.04% | −230−10.4% | Reduced |
| Profund Advisors LLC | 1,899 | $281.1K | 0.01% | −74−3.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,876 | $277.8K | 0.00% | −108−5.4% | Reduced |
| Axq Capital, LP | 1,825 | $270.2K | 0.12% | +1,825 | New |
| HighTower Advisors, LLC | 1,824 | $270.0K | 0.00% | +103+6.0% | Added |
| Argent Trust Co | 1,751 | $259.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,750 | $259.1K | 0.01% | −13−0.7% | Reduced |
| Blueshift Asset Management, LLC | 1,739 | $257.5K | 0.09% | +1,739 | New |
| Millennium Management LLC | 1,711 | $253.3K | 0.00% | −4,133−70.7% | Reduced |
| Integrated Wealth Concepts LLC | 1,690 | $250.2K | 0.00% | −108−6.0% | Reduced |
| JustInvest LLC | 1,653 | $244.7K | 0.00% | +301+22.3% | Added |
| US Bancorp | 1,627 | $240.9K | 0.00% | −265−14.0% | Reduced |
| EntryPoint Capital, LLC | 1,607 | $237.9K | 0.10% | −2,370−59.6% | Reduced |
| Stevens Capital Management LP | 1,565 | $232.0K | 0.09% | +1,565 | New |
| Shelton Capital Management | 1,529 | $226.4K | 0.01% | +1,529 | New |
| Lifestyle Asset Management, Inc. | 1,515 | $224.3K | 0.12% | +84+5.9% | Added |
| Covenant Partners, LLC | 1,508 | $223.3K | 0.07% | 00.0% | Unchanged |
| Old National Bancorp | 1,498 | $221.8K | 0.01% | +1,498 | New |
| Aigen Investment Management, LP | 1,496 | $221.5K | 0.04% | +1,496 | New |
| Smith Shellnut Wilson LLC | 1,475 | $218.4K | 0.10% | 00.0% | Unchanged |
| R Squared Ltd | 1,440 | $213.2K | 0.21% | +1,440 | New |
| Ci Investments Inc. | 1,337 | $198.0K | 0.00% | +317+31.1% | Added |
| Advisor Group Holdings, Inc. | 1,331 | $197.4K | 0.00% | −1,940−59.3% | Reduced |
| Hamilton Capital Partners Inc. | 1,241 | $183.7K | 0.01% | −196−13.6% | Reduced |
| Leonteq Securities AG | 1,235 | $182.8K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 923 | $137.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 921 | $136.4K | 0.00% | −106−10.3% | Reduced |
| IFP Advisors, Inc | 910 | $134.7K | 0.00% | +36+4.1% | Added |
| SG Americas Securities, LLC | 845 | $125.0K | 0.00% | −1,165−58.0% | Reduced |
| Harbor Investment Advisory, LLC | 834 | $123.5K | 0.01% | −210−20.1% | Reduced |
| First Horizon Advisors, Inc. | 699 | $103.5K | 0.00% | +19+2.8% | Added |
| Huntington National Bank | 670 | $99.2K | 0.00% | +14+2.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 666 | $99.0K | 0.00% | −291−30.4% | Reduced |
| Fifth Third Bancorp | 559 | $82.8K | 0.00% | −135−19.5% | Reduced |
| GAMMA Investing LLC | 555 | $82.2K | 0.01% | −82−12.9% | Reduced |
| CWM, LLC | 517 | $77.0K | 0.00% | +12+2.4% | Added |
| Caitong International Asset Management Co., Ltd | 498 | $73.7K | 0.07% | +498 | New |
| Kapitalo Investimentos Ltda | 440 | $65.1K | 0.04% | +440 | New |
| Signaturefd, LLC | 419 | $62.0K | 0.00% | −196−31.9% | Reduced |
| SRS Capital Advisors, Inc. | 407 | $60.3K | 0.00% | −54−11.7% | Reduced |
| Gen-Wealth Partners Inc | 398 | $58.9K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 326 | $52.2K | 0.00% | −47−12.6% | Reduced |
| Farther Finance Advisors, LLC | 299 | $44.3K | 0.00% | +221+283.3% | Added |
| CBIZ Investment Advisory Services, LLC | 287 | $42.7K | 0.00% | +61+27.0% | Added |
| Principal Securities, Inc. | 283 | $41.9K | 0.00% | −42−12.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 215 | $31.8K | 0.00% | +2+0.9% | Added |
| Quadrant Capital Group LLC | 184 | $27.2K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 182 | $26.9K | 0.03% | +182 | New |
| Centerpoint Advisors, LLC | 172 | $25.0K | 0.01% | −26−13.1% | Reduced |
| Clearstead Advisors, LLC | 161 | $23.8K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 156 | $21.9K | 0.02% | +156 | New |
| Continuum Advisory, LLC | 147 | $21.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 141 | $20.9K | 0.00% | +73+107.4% | Added |
| Acadian Asset Management LLC | 141 | $20.0K | 0.00% | −2,596−94.8% | Reduced |