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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, Q1 2025

Institutional positions in Hamilton Lane INC as of Mar 31, 2025. 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
353
+2 vs. Q4 2024
Shares held
44.2M
+4.01M (+10.0%) vs. Q4 2024
Total value
$6.57B
+$620.5M (+10.4%) vs. Q4 2024
New holders
54
154 more added
Sold out
52
102 more reduced

4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 353 institutions
Q1 2021: 169 institutionsQ2 2021: 187 institutionsQ3 2021: 189 institutionsQ4 2021: 216 institutionsQ1 2022: 206 institutionsQ2 2022: 196 institutionsQ3 2022: 205 institutionsQ4 2022: 217 institutionsQ1 2023: 210 institutionsQ2 2023: 202 institutionsQ3 2023: 218 institutionsQ4 2023: 242 institutionsQ1 2024: 265 institutionsQ2 2024: 296 institutionsQ3 2024: 324 institutionsQ4 2024: 355 institutionsQ1 2025: 353 institutionsQ2 2025: 394 institutionsQ3 2025: 383 institutionsQ4 2025: 389 institutionsQ1 2026: 389 institutionsQ2 2026: 382 institutions
Value heldQ1 2025: $6.57B
Q1 2021: $3.02BQ2 2021: $3.07BQ3 2021: $2.94BQ4 2021: $3.60BQ1 2022: $2.70BQ2 2022: $2.33BQ3 2022: $2.06BQ4 2022: $2.27BQ1 2023: $2.67BQ2 2023: $2.93BQ3 2023: $3.21BQ4 2023: $4.13BQ1 2024: $4.29BQ2 2024: $4.56BQ3 2024: $6.58BQ4 2024: $5.98BQ1 2025: $6.57BQ2 2025: $5.93BQ3 2025: $5.65BQ4 2025: $5.63BQ1 2026: $4.23BQ2 2026: $3.65B
Institutions holding HLNE and their total value by quarter
QuarterHoldersValue
Q2 2026382$3.65B
Q1 2026389$4.23B
Q4 2025389$5.63B
Q3 2025383$5.65B
Q2 2025394$5.93B
Q1 2025353$6.57B
Q4 2024355$5.98B
Q3 2024324$6.58B
Q2 2024296$4.56B
Q1 2024265$4.29B
Q4 2023242$4.13B
Q3 2023218$3.21B
Q2 2023202$2.93B
Q1 2023210$2.67B
Q4 2022217$2.27B
Q3 2022205$2.06B
Q2 2022196$2.33B
Q1 2022206$2.70B
Q4 2021216$3.60B
Q3 2021189$2.94B
Q2 2021187$3.07B
Q1 2021169$3.02B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Hamilton Lane INC; share changes are against Q4 2024.

Institutions holding HLNE in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Rakuten Securities, Inc.1$1490.00%−9−90.0%Reduced
TFC Financial Management1$1490.00%00.0%Unchanged
Quest Partners LLC1$1490.00%00.0%Unchanged
Parkworth Wealth Management, Inc.1$1490.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC1$1490.00%+1New
HFM Investment Advisors, LLC1$1490.00%+1New
Federation des caisses Desjardins du Quebec2$2970.00%−213−99.1%Reduced
American Capital Advisory, LLC2$2980.00%+2New
AdvisorNet Financial, Inc4$5950.00%+4New
Bare Financial Services, Inc4$5950.00%+4New
SJS Investment Consulting Inc.5$7440.00%00.0%Unchanged
WealthTrak Capital Management LLC5$7440.00%+4+400.0%Added
Amundi6$8450.00%+6New
SBI Securities Co., Ltd.6$8920.00%00.0%Unchanged
Bokf, NA6$8920.00%00.0%Unchanged
Global Financial Private Client, LLC6$8920.00%+4+200.0%Added
DiNuzzo Private Wealth, Inc.7$1.04K0.00%00.0%Unchanged
CVA Family Office, LLC7$1.04K0.00%+3+75.0%Added
MPWM Advisory Solutions, LLC8$1.19K0.00%00.0%Unchanged
Manchester Capital Management LLC8$1.19K0.00%+2+33.3%Added
Laurel Wealth Advisors LLC10$1.49K0.00%00.0%Unchanged
North Capital, Inc.10$1.49K0.00%+10New
Albion Financial Group12$1.78K0.00%00.0%Unchanged
Fairman Group, LLC0$2.08K0.00%−14−100.0%Reduced
Stephens Consulting, LLC15$2.23K0.00%+15New
Financial Network Wealth Advisors LLC16$2.38K0.00%+16New
Lindbrook Capital, LLC16$2.44K0.00%−12−42.9%Reduced
JFS Wealth Advisors, LLC18$2.68K0.00%00.0%Unchanged
Colonial Trust Co19$2.73K0.00%+19New
City Holding Co19$2.82K0.00%+19New
South State Corp.19$2.83K0.00%+19New
Wolff Wiese Magana LLC19$2.83K0.00%+19New
Parkside Financial Bank & Trust20$2.98K0.00%+20New
Hemington Wealth Management23$3.00K0.00%+8+53.3%Added
Farmers & Merchants Investments Inc21$3.12K0.00%+21New
NewSquare Capital LLC22$3.27K0.00%+20+1,000.0%Added
Allworth Financial LP25$3.70K0.00%00.0%Unchanged
Sofos Investments, Inc.25$3.72K0.00%+25New
Hantz Financial Services, Inc.24$4.00K0.00%+24New
Northwestern Mutual Wealth Management Co27$4.01K0.00%−114−80.9%Reduced
Central Trust Co29$4.31K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd31$4.61K0.00%−4−11.4%Reduced
TD Private Client Wealth LLC37$5.50K0.00%+14+60.9%Added
Mather Group, LLC.38$5.65K0.00%00.0%Unchanged
Parallel Advisors, LLC40$5.95K0.00%−6−13.0%Reduced
Larson Financial Group LLC40$5.95K0.00%+28+233.3%Added
CIBC Private Wealth Group, LLC50$6.33K0.00%+20+66.7%Added
Whipplewood Advisors, LLC13$6.54K0.00%−31−70.5%Reduced
Vermillion & White Wealth Management Group, LLC47$6.99K0.01%+47New
Bryn Mawr Trust Co49$7.29K0.00%+49New
Marshall & Sterling Wealth Advisors Inc.51$7.58K0.01%+51New
Steward Partners Investment Advisory, LLC53$7.88K0.00%00.0%Unchanged
Accredited Wealth Management, LLC64$9.55K0.01%+64New
MAI Capital Management65$9.66K0.00%−13−16.7%Reduced
Spire Wealth Management68$10.1K0.00%+68New
Farther Finance Advisors, LLC67$10.2K0.00%−232−77.6%Reduced
Kestra Investment Management, LLC74$11.0K0.00%+74New
Cornerstone Planning Group LLC79$11.4K0.00%+79New
Park Place Capital Corp78$11.6K0.00%+69+766.7%Added
Rothschild Investment LLC82$12.2K0.00%+35+74.5%Added
Iron Horse Wealth Management, LLC85$12.6K0.00%00.0%Unchanged
Group One Trading, L.P.93$13.8K0.00%+93New
Skopos Labs, Inc.93$13.8K0.00%+90+3,000.0%Added
Jones Financial Companies LLLP101$14.9K0.00%−3−2.9%Reduced
Optiver Holding B.V.108$16.1K0.00%+108New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.110$16.4K0.00%00.0%Unchanged
Smartleaf Asset Management LLC128$18.8K0.00%+25+24.3%Added
Private Trust Co NA127$18.9K0.00%+104+452.2%Added
Acadian Asset Management LLC141$20.0K0.00%00.0%Unchanged
Continuum Advisory, LLC147$21.9K0.00%00.0%Unchanged
Rise Advisors, LLC151$22.4K0.01%+40+36.0%Added
Retirement Wealth Solutions LLC156$23.3K0.02%00.0%Unchanged
Clearstead Advisors, LLC161$23.9K0.00%00.0%Unchanged
Centerpoint Advisors, LLC172$26.0K0.01%00.0%Unchanged
Massmutual Trust Co FSB176$26.2K0.00%+126+252.0%Added
WPG Advisers, LLC178$26.5K0.02%−4−2.2%Reduced
Versant Capital Management, Inc199$29.6K0.00%+199New
Binnacle Investments Inc202$30.0K0.02%+202New
Whittier Trust Co of Nevada Inc221$32.9K0.00%+221New
Principal Securities, Inc.283$41.9K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC287$42.8K0.00%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S299$44.0K0.00%−367−55.1%Reduced
Quadrant Capital Group LLC382$56.8K0.00%+198+107.6%Added
Geneos Wealth Management Inc.383$56.9K0.00%+254+196.9%Added
Covestor Ltd414$62.0K0.04%+327+375.9%Added
Signaturefd, LLC419$62.3K0.00%00.0%Unchanged
Umb Bank N A474$70.5K0.00%+346+270.3%Added
LRI Investments, LLC482$71.7K0.01%+482New
SRS Capital Advisors, Inc.504$75.0K0.00%+97+23.8%Added
Huntington National Bank583$86.7K0.00%−87−13.0%Reduced
CWM, LLC611$91.0K0.00%+94+18.2%Added
Advisor Group Holdings, Inc.641$95.6K0.00%−690−51.8%Reduced
First Horizon Advisors, Inc.722$107.3K0.00%+23+3.3%Added
Harbor Investment Advisory, LLC834$124.0K0.01%00.0%Unchanged
Fifth Third Bancorp918$136.5K0.00%+359+64.2%Added
GAMMA Investing LLC920$136.8K0.01%+365+65.8%Added
IFP Advisors, Inc931$138.4K0.00%+21+2.3%Added
Nisa Investment Advisors, LLC932$139.0K0.00%+9+1.0%Added
Hamilton Capital Partners Inc.1,207$179.4K0.01%−34−2.7%Reduced
The PNC Financial Services Group, Inc.1,358$202.0K0.00%+437+47.4%Added