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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Hamilton Lane INC; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Venturi Wealth Management, LLC | 1,360 | $202.2K | 0.01% | +1,360 | New |
| EverSource Wealth Advisors, LLC | 1,389 | $206.5K | 0.01% | +1,332+2,336.8% | Added |
| Fifth Third Wealth Advisors LLC | 1,431 | $212.7K | 0.01% | −319−18.2% | Reduced |
| Islay Capital Management, LLC | 1,444 | $214.7K | 0.14% | −3,668−71.8% | Reduced |
| Ci Investments Inc. | 1,473 | $219.0K | 0.00% | +136+10.2% | Added |
| Smith Shellnut Wilson LLC | 1,475 | $219.3K | 0.10% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,483 | $220.5K | 0.10% | −124−7.7% | Reduced |
| Everence Capital Management Inc | 1,500 | $223.0K | 0.02% | +1,500 | New |
| Resources Investment Advisors, LLC. | 1,514 | $225.1K | 0.00% | +1,514 | New |
| Shelton Capital Management | 1,529 | $227.3K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,563 | $232.5K | 0.00% | +1,563 | New |
| Centiva Capital, LP | 1,620 | $240.8K | 0.01% | −10,879−87.0% | Reduced |
| Lifestyle Asset Management, Inc. | 1,636 | $243.2K | 0.13% | +121+8.0% | Added |
| Old National Bancorp | 1,653 | $245.8K | 0.01% | +155+10.3% | Added |
| HSBC Holdings PLC | 1,723 | $253.4K | 0.00% | −10,355−85.7% | Reduced |
| Argent Trust Co | 1,751 | $260.3K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,796 | $267.0K | 0.01% | −103−5.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,820 | $270.6K | 0.01% | +1,820 | New |
| KBC Group NV | 1,840 | $274.0K | 0.00% | −22,192−92.3% | Reduced |
| Stephens Inc | 1,866 | $277.4K | 0.00% | +1,866 | New |
| Envestnet Portfolio Solutions, Inc. | 1,912 | $284.3K | 0.00% | +36+1.9% | Added |
| Axq Capital, LP | 1,946 | $289.3K | 0.12% | +121+6.6% | Added |
| SG Americas Securities, LLC | 1,974 | $293.0K | 0.00% | +1,129+133.6% | Added |
| Portside Wealth Group, LLC | 1,990 | $295.9K | 0.05% | +1,990 | New |
| Leonteq Securities AG | 2,000 | $304.2K | 0.02% | +765+61.9% | Added |
| Conservest Capital Advisors, Inc. | 2,150 | $319.6K | 0.03% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 2,200 | $328.2K | 0.09% | +2,200 | New |
| Connecticut Wealth Management, LLC | 2,235 | $332.3K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,244 | $333.6K | 0.01% | −34−1.5% | Reduced |
| Nomura Asset Management Co Ltd | 2,255 | $335.3K | 0.00% | −1,189−34.5% | Reduced |
| State of Wyoming | 2,306 | $342.8K | 0.05% | −85−3.6% | Reduced |
| Cynosure Management, LLC | 2,307 | $343.0K | 0.05% | +321+16.2% | Added |
| CenterBook Partners LP | 2,354 | $350.0K | 0.02% | +2,354 | New |
| Vista Finance, LLC | 2,468 | $366.9K | 0.32% | +184+8.1% | Added |
| United Services Automobile Association | 2,504 | $368.3K | 0.01% | +2,504 | New |
| Crossmark Global Holdings, Inc. | 2,485 | $369.4K | 0.01% | −28−1.1% | Reduced |
| Optimize Financial Inc | 2,515 | $373.9K | 0.14% | +2,515 | New |
| Gibbs Wealth Management | 2,516 | $374.1K | 0.09% | +2,516 | New |
| Entropy Technologies, LP | 2,600 | $386.5K | 0.04% | +2,600 | New |
| HighTower Advisors, LLC | 2,670 | $397.0K | 0.00% | +846+46.4% | Added |
| Henshaw Capital LLC | 2,692 | $400.2K | 0.02% | −831−23.6% | Reduced |
| US Bancorp | 2,735 | $406.6K | 0.00% | +1,108+68.1% | Added |
| Brown Brothers Harriman & Co | 2,760 | $410.3K | 0.00% | −1,250−31.2% | Reduced |
| Dark Forest Capital Management LP | 2,798 | $416.0K | 0.02% | +2,798 | New |
| Liontrust Investment Partners LLP | 2,939 | $436.9K | 0.01% | +2,939 | New |
| Laurion Capital Management LP | 3,000 | $446.0K | 0.03% | +584+24.2% | Added |
| Sandia Investment Management LP | 3,000 | $446.0K | 1.30% | +3,000 | New |
| Personal Cfo Solutions, LLC | 3,127 | $464.9K | 0.09% | −171−5.2% | Reduced |
| AXA S.A. | 3,158 | $469.5K | 0.00% | +57+1.8% | Added |
| Tower Research Capital LLC (TRC) | 3,173 | $471.7K | 0.01% | −1,308−29.2% | Reduced |
| JustInvest LLC | 3,188 | $474.0K | 0.01% | +1,535+92.9% | Added |
| Securian Asset Management, Inc | 3,292 | $489.4K | 0.01% | +140+4.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,414 | $507.6K | 0.00% | +212+6.6% | Added |
| Equitable Trust Co | 3,448 | $512.6K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 3,481 | $518.0K | 0.00% | +848+32.2% | Added |
| F/M Investments LLC | 3,660 | $544.1K | 0.02% | +1,646+81.7% | Added |
| Atria Investments LLC | 3,669 | $545.5K | 0.01% | +530+16.9% | Added |
| Park Avenue Securities LLC | 3,687 | $548.0K | 0.01% | +1,088+41.9% | Added |
| Illinois Municipal Retirement Fund | 3,988 | $592.9K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 3,988 | $592.9K | 0.00% | +202+5.3% | Added |
| Congress Wealth Management LLC | 3,991 | $593.3K | 0.01% | +5+0.1% | Added |
| Caitlin John, LLC | 4,059 | $603.5K | 0.59% | −6,164−60.3% | Reduced |
| Florida Financial Advisors, LLC | 4,069 | $604.3K | 0.24% | +1,338+49.0% | Added |
| Inceptionr LLC | 4,083 | $607.0K | 0.18% | +4,083 | New |
| Aviva PLC | 4,127 | $613.6K | 0.00% | +793+23.8% | Added |
| Pinebridge Investments, L.P. | 4,180 | $621.4K | 0.01% | +4,180 | New |
| NBC Securities, Inc. | 4,269 | $634.0K | 0.05% | +4,265+106,625.0% | Added |
| Guggenheim Capital LLC | 4,522 | $672.3K | 0.01% | −491−9.8% | Reduced |
| Janney Montgomery Scott LLC | 4,616 | $686.0K | 0.00% | +433+10.4% | Added |
| Jennison Associates LLC | 4,641 | $690.0K | 0.00% | −1,167−20.1% | Reduced |
| Jump Financial, LLC | 4,659 | $692.7K | 0.01% | −13,829−74.8% | Reduced |
| Cetera Investment Advisers | 4,682 | $696.0K | 0.00% | +1,977+73.1% | Added |
| FourThought Financial Partners, LLC | 4,999 | $743.3K | 0.08% | +33+0.7% | Added |
| Toroso Investments, LLC | 5,020 | $746.3K | 0.01% | −1,255−20.0% | Reduced |
| State of Wisconsin Investment Board | 5,054 | $751.4K | 0.00% | −1,648−24.6% | Reduced |
| State of Alaska, Department of Revenue | 5,080 | $755.0K | 0.01% | +315+6.6% | Added |
| O'Shaughnessy Asset Management, LLC | 5,312 | $789.7K | 0.01% | −35−0.7% | Reduced |
| Yorktown Management & Research Co Inc | 5,600 | $832.6K | 0.90% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 5,728 | $842.5K | 0.01% | +2,352+69.7% | Added |
| Xponance, Inc. | 5,932 | $881.9K | 0.01% | +270+4.8% | Added |
| Cookson Peirce & Co Inc | 5,939 | $883.0K | 0.04% | +825+16.1% | Added |
| Integrated Wealth Concepts LLC | 6,019 | $895.6K | 0.01% | +4,329+256.2% | Added |
| Diversified Trust Co | 6,083 | $904.4K | 0.02% | +6,083 | New |
| Pictet Asset Management Holding SA | 6,164 | $916.1K | 0.00% | +757+14.0% | Added |
| Davy Global Fund Management Ltd | 6,200 | $921.8K | 0.11% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 6,389 | $949.9K | 0.00% | −38,619−85.8% | Reduced |
| Erste Asset Management GmbH | 6,779 | $1.01M | 0.01% | −85−1.2% | Reduced |
| Mariner, LLC | 7,238 | $1.08M | 0.00% | +4,638+178.4% | Added |
| Snowden Capital Advisors LLC | 7,231 | $1.08M | 0.03% | −180−2.4% | Reduced |
| M&T Bank Corp | 7,324 | $1.09M | 0.00% | −1,023−12.3% | Reduced |
| Sterling Capital Management LLC | 7,639 | $1.14M | 0.02% | −2,162−22.1% | Reduced |
| Bank of Montreal | 7,675 | $1.14M | 0.00% | +3,504+84.0% | Added |
| Van Hulzen Asset Management, LLC | 7,868 | $1.17M | 0.11% | −412−5.0% | Reduced |
| New York State Teachers Retirement System | 7,880 | $1.17M | 0.00% | +800+11.3% | Added |
| Credit Agricole S A | 7,943 | $1.18M | 0.00% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 8,200 | $1.22M | 0.04% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 8,243 | $1.23M | 0.11% | −1,362−14.2% | Reduced |
| XTX Topco Ltd | 8,252 | $1.23M | 0.06% | +3,833+86.7% | Added |
| Avantax Advisory Services, Inc. | 8,280 | $1.23M | 0.01% | +834+11.2% | Added |
| KLP Kapitalforvaltning AS | 8,300 | $1.24M | 0.01% | +400+5.1% | Added |