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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 3,414 | $507.6K | 0.00% | +212+6.6% | Added |
| Securian Asset Management, Inc | 3,292 | $489.4K | 0.01% | +140+4.4% | Added |
| JustInvest LLC | 3,188 | $474.0K | 0.01% | +1,535+92.9% | Added |
| Tower Research Capital LLC (TRC) | 3,173 | $471.7K | 0.01% | −1,308−29.2% | Reduced |
| AXA S.A. | 3,158 | $469.5K | 0.00% | +57+1.8% | Added |
| Personal Cfo Solutions, LLC | 3,127 | $464.9K | 0.09% | −171−5.2% | Reduced |
| 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 |
| Liontrust Investment Partners LLP | 2,939 | $436.9K | 0.01% | +2,939 | New |
| Dark Forest Capital Management LP | 2,798 | $416.0K | 0.02% | +2,798 | New |
| Brown Brothers Harriman & Co | 2,760 | $410.3K | 0.00% | −1,250−31.2% | Reduced |
| US Bancorp | 2,735 | $406.6K | 0.00% | +1,108+68.1% | Added |
| Henshaw Capital LLC | 2,692 | $400.2K | 0.02% | −831−23.6% | Reduced |
| HighTower Advisors, LLC | 2,670 | $397.0K | 0.00% | +846+46.4% | Added |
| Entropy Technologies, LP | 2,600 | $386.5K | 0.04% | +2,600 | New |
| Gibbs Wealth Management | 2,516 | $374.1K | 0.09% | +2,516 | New |
| Optimize Financial Inc | 2,515 | $373.9K | 0.14% | +2,515 | New |
| Crossmark Global Holdings, Inc. | 2,485 | $369.4K | 0.01% | −28−1.1% | Reduced |
| United Services Automobile Association | 2,504 | $368.3K | 0.01% | +2,504 | New |
| Vista Finance, LLC | 2,468 | $366.9K | 0.32% | +184+8.1% | Added |
| CenterBook Partners LP | 2,354 | $350.0K | 0.02% | +2,354 | New |
| Cynosure Management, LLC | 2,307 | $343.0K | 0.05% | +321+16.2% | Added |
| State of Wyoming | 2,306 | $342.8K | 0.05% | −85−3.6% | Reduced |
| Nomura Asset Management Co Ltd | 2,255 | $335.3K | 0.00% | −1,189−34.5% | Reduced |
| Coldstream Capital Management Inc | 2,244 | $333.6K | 0.01% | −34−1.5% | Reduced |
| Connecticut Wealth Management, LLC | 2,235 | $332.3K | 0.02% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 2,200 | $328.2K | 0.09% | +2,200 | New |
| Conservest Capital Advisors, Inc. | 2,150 | $319.6K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,000 | $304.2K | 0.02% | +765+61.9% | Added |
| Portside Wealth Group, LLC | 1,990 | $295.9K | 0.05% | +1,990 | New |
| SG Americas Securities, LLC | 1,974 | $293.0K | 0.00% | +1,129+133.6% | Added |
| Axq Capital, LP | 1,946 | $289.3K | 0.12% | +121+6.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,912 | $284.3K | 0.00% | +36+1.9% | Added |
| Stephens Inc | 1,866 | $277.4K | 0.00% | +1,866 | New |
| KBC Group NV | 1,840 | $274.0K | 0.00% | −22,192−92.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,820 | $270.6K | 0.01% | +1,820 | New |
| Profund Advisors LLC | 1,796 | $267.0K | 0.01% | −103−5.4% | Reduced |
| Argent Trust Co | 1,751 | $260.3K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 1,723 | $253.4K | 0.00% | −10,355−85.7% | Reduced |
| Old National Bancorp | 1,653 | $245.8K | 0.01% | +155+10.3% | Added |
| Lifestyle Asset Management, Inc. | 1,636 | $243.2K | 0.13% | +121+8.0% | Added |
| Centiva Capital, LP | 1,620 | $240.8K | 0.01% | −10,879−87.0% | Reduced |
| Quantinno Capital Management LP | 1,563 | $232.5K | 0.00% | +1,563 | New |
| Shelton Capital Management | 1,529 | $227.3K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,514 | $225.1K | 0.00% | +1,514 | New |
| Everence Capital Management Inc | 1,500 | $223.0K | 0.02% | +1,500 | New |
| EntryPoint Capital, LLC | 1,483 | $220.5K | 0.10% | −124−7.7% | Reduced |
| Smith Shellnut Wilson LLC | 1,475 | $219.3K | 0.10% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,473 | $219.0K | 0.00% | +136+10.2% | Added |
| Islay Capital Management, LLC | 1,444 | $214.7K | 0.14% | −3,668−71.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,431 | $212.7K | 0.01% | −319−18.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,389 | $206.5K | 0.01% | +1,332+2,336.8% | Added |
| Venturi Wealth Management, LLC | 1,360 | $202.2K | 0.01% | +1,360 | New |
| The PNC Financial Services Group, Inc. | 1,358 | $202.0K | 0.00% | +437+47.4% | Added |
| Hamilton Capital Partners Inc. | 1,207 | $179.4K | 0.01% | −34−2.7% | Reduced |
| Nisa Investment Advisors, LLC | 932 | $139.0K | 0.00% | +9+1.0% | Added |
| IFP Advisors, Inc | 931 | $138.4K | 0.00% | +21+2.3% | Added |
| GAMMA Investing LLC | 920 | $136.8K | 0.01% | +365+65.8% | Added |
| Fifth Third Bancorp | 918 | $136.5K | 0.00% | +359+64.2% | Added |
| Harbor Investment Advisory, LLC | 834 | $124.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 722 | $107.3K | 0.00% | +23+3.3% | Added |
| Advisor Group Holdings, Inc. | 641 | $95.6K | 0.00% | −690−51.8% | Reduced |
| CWM, LLC | 611 | $91.0K | 0.00% | +94+18.2% | Added |
| Huntington National Bank | 583 | $86.7K | 0.00% | −87−13.0% | Reduced |
| SRS Capital Advisors, Inc. | 504 | $75.0K | 0.00% | +97+23.8% | Added |
| LRI Investments, LLC | 482 | $71.7K | 0.01% | +482 | New |
| Umb Bank N A | 474 | $70.5K | 0.00% | +346+270.3% | Added |
| Signaturefd, LLC | 419 | $62.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 414 | $62.0K | 0.04% | +327+375.9% | Added |
| Geneos Wealth Management Inc. | 383 | $56.9K | 0.00% | +254+196.9% | Added |
| Quadrant Capital Group LLC | 382 | $56.8K | 0.00% | +198+107.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 299 | $44.0K | 0.00% | −367−55.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 287 | $42.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 283 | $41.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 221 | $32.9K | 0.00% | +221 | New |
| Binnacle Investments Inc | 202 | $30.0K | 0.02% | +202 | New |
| Versant Capital Management, Inc | 199 | $29.6K | 0.00% | +199 | New |
| WPG Advisers, LLC | 178 | $26.5K | 0.02% | −4−2.2% | Reduced |
| Massmutual Trust Co FSB | 176 | $26.2K | 0.00% | +126+252.0% | Added |
| Centerpoint Advisors, LLC | 172 | $26.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 161 | $23.9K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 156 | $23.3K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 151 | $22.4K | 0.01% | +40+36.0% | Added |
| Continuum Advisory, LLC | 147 | $21.9K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 141 | $20.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 127 | $18.9K | 0.00% | +104+452.2% | Added |
| Smartleaf Asset Management LLC | 128 | $18.8K | 0.00% | +25+24.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 110 | $16.4K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 108 | $16.1K | 0.00% | +108 | New |
| Jones Financial Companies LLLP | 101 | $14.9K | 0.00% | −3−2.9% | Reduced |
| Skopos Labs, Inc. | 93 | $13.8K | 0.00% | +90+3,000.0% | Added |
| Group One Trading, L.P. | 93 | $13.8K | 0.00% | +93 | New |
| Iron Horse Wealth Management, LLC | 85 | $12.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 82 | $12.2K | 0.00% | +35+74.5% | Added |
| Park Place Capital Corp | 78 | $11.6K | 0.00% | +69+766.7% | Added |
| Cornerstone Planning Group LLC | 79 | $11.4K | 0.00% | +79 | New |
| Kestra Investment Management, LLC | 74 | $11.0K | 0.00% | +74 | New |
| Farther Finance Advisors, LLC | 67 | $10.2K | 0.00% | −232−77.6% | Reduced |
| Spire Wealth Management | 68 | $10.1K | 0.00% | +68 | New |
| MAI Capital Management | 65 | $9.66K | 0.00% | −13−16.7% | Reduced |