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, Q2 2025
Institutional positions in Hamilton Lane INC as of Jun 30, 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
- 394
- +45 vs. Q1 2025
- Shares held
- 41.7M
- −2.48M (−5.6%) vs. Q1 2025
- Total value
- $5.93B
- −$641.3M (−9.8%) vs. Q1 2025
- New holders
- 90
- 125 more added
- Sold out
- 45
- 137 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Hamilton Lane INC; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 1 | $142 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $142 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 1 | $143 | 0.00% | −4−80.0% | Reduced |
| TFC Financial Management | 1 | $143 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $143 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $284 | 0.00% | +1+100.0% | Added |
| Tortoise Investment Management, LLC | 2 | $284 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $285 | 0.00% | +2 | New |
| Arlington Trust Co LLC | 3 | $426 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 3 | $427 | 0.00% | +2+200.0% | Added |
| CVA Family Office, LLC | 4 | $568 | 0.00% | −3−42.9% | Reduced |
| Bare Financial Services, Inc | 4 | $568 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $569 | 0.00% | −1−20.0% | Reduced |
| Hughes Financial Services, LLC | 4 | $626 | 0.00% | +4 | New |
| Twin Peaks Wealth Advisors, LLC | 4 | $635 | 0.00% | +4 | New |
| Bokf, NA | 6 | $853 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $853 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $995 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 7 | $995 | 0.00% | +7 | New |
| Manchester Capital Management LLC | 8 | $1.14K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 10 | $1.42K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 12 | $1.71K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 14 | $1.99K | 0.00% | −8−36.4% | Reduced |
| South State Corp. | 16 | $2.27K | 0.00% | −3−15.8% | Reduced |
| JFS Wealth Advisors, LLC | 16 | $2.27K | 0.00% | −2−11.1% | Reduced |
| SBI Securities Co., Ltd. | 16 | $2.27K | 0.00% | +10+166.7% | Added |
| Colonial Trust Co | 19 | $2.67K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 19 | $2.70K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 21 | $2.98K | 0.00% | +21 | New |
| Hemington Wealth Management | 27 | $3.00K | 0.00% | +4+17.4% | Added |
| Simplex Trading, LLC | 22 | $3.00K | 0.00% | +22 | New |
| Larson Financial Group LLC | 22 | $3.13K | 0.00% | −18−45.0% | Reduced |
| CoreCap Advisors, LLC | 22 | $3.13K | 0.00% | +22 | New |
| Capital A Wealth Management, LLC | 29 | $3.29K | 0.04% | +29 | New |
| AdvisorNet Financial, Inc | 24 | $3.41K | 0.00% | +20+500.0% | Added |
| Allworth Financial LP | 25 | $3.55K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 27 | $3.84K | 0.00% | +25+1,250.0% | Added |
| Financial Network Wealth Advisors LLC | 28 | $3.98K | 0.00% | +12+75.0% | Added |
| Central Trust Co | 29 | $4.12K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 30 | $4.26K | 0.00% | −20−40.0% | Reduced |
| C M Bidwell & Associates Ltd | 31 | $4.41K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 33 | $4.69K | 0.00% | +12+57.1% | Added |
| Webster Bank, N. A. | 34 | $4.83K | 0.00% | +34 | New |
| Parallel Advisors, LLC | 36 | $5.12K | 0.00% | −4−10.0% | Reduced |
| Whipplewood Advisors, LLC | 44 | $6.25K | 0.00% | +31+238.5% | Added |
| Ameritas Advisory Services, LLC | 48 | $6.82K | 0.00% | +48 | New |
| Cornerstone Planning Group LLC | 44 | $6.92K | 0.00% | −35−44.3% | Reduced |
| WPG Advisers, LLC | 53 | $7.53K | 0.01% | −125−70.2% | Reduced |
| Farther Finance Advisors, LLC | 66 | $9.32K | 0.00% | −1−1.5% | Reduced |
| Spire Wealth Management | 68 | $9.66K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 69 | $9.99K | 0.00% | −9−11.5% | Reduced |
| Bryn Mawr Trust Co | 71 | $10.1K | 0.00% | +22+44.9% | Added |
| Bellwether Advisors, LLC | 76 | $10.8K | 0.00% | +76 | New |
| Acadian Asset Management LLC | 83 | $11.0K | 0.00% | −58−41.1% | Reduced |
| MAI Capital Management | 79 | $11.2K | 0.00% | +14+21.5% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 82 | $11.7K | 0.01% | +31+60.8% | Added |
| Iron Horse Wealth Management, LLC | 85 | $12.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 87 | $12.5K | 0.00% | −14−13.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 94 | $13.4K | 0.00% | +41+77.4% | Added |
| Northwestern Mutual Wealth Management Co | 97 | $13.8K | 0.00% | +70+259.3% | Added |
| Group One Trading, L.P. | 100 | $14.2K | 0.00% | +7+7.5% | Added |
| Danske Bank A/S | 100 | $14.2K | 0.00% | +100 | New |
| Whittier Trust Co | 105 | $14.9K | 0.00% | +105 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 110 | $15.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 113 | $16.1K | 0.00% | −63−35.8% | Reduced |
| Centerpoint Advisors, LLC | 120 | $17.0K | 0.01% | −52−30.2% | Reduced |
| Hantz Financial Services, Inc. | 118 | $17.0K | 0.00% | +94+391.7% | Added |
| Retirement Wealth Solutions LLC | 133 | $18.8K | 0.01% | −23−14.7% | Reduced |
| Global Retirement Partners, LLC | 140 | $19.9K | 0.00% | +140 | New |
| Private Trust Co NA | 151 | $21.5K | 0.00% | +24+18.9% | Added |
| Rise Advisors, LLC | 151 | $21.5K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 148 | $21.5K | 0.00% | +74+100.0% | Added |
| Smartleaf Asset Management LLC | 153 | $22.1K | 0.00% | +25+19.5% | Added |
| Skopos Labs, Inc. | 162 | $23.0K | 0.00% | +69+74.2% | Added |
| Clearstead Advisors, LLC | 171 | $24.3K | 0.00% | +10+6.2% | Added |
| LRI Investments, LLC | 180 | $25.6K | 0.00% | −302−62.7% | Reduced |
| Binnacle Investments Inc | 181 | $25.7K | 0.02% | −21−10.4% | Reduced |
| Optiver Holding B.V. | 190 | $27.0K | 0.00% | +82+75.9% | Added |
| Clark Wealth Partners | 196 | $27.9K | 0.02% | +196 | New |
| Versant Capital Management, Inc | 199 | $28.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 204 | $29.0K | 0.00% | +184+920.0% | Added |
| CBIZ Investment Advisory Services, LLC | 219 | $31.3K | 0.00% | −68−23.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 235 | $33.4K | 0.02% | +235 | New |
| HM Payson & Co | 250 | $35.5K | 0.00% | +250 | New |
| CWM, LLC | 250 | $36.0K | 0.00% | −361−59.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 299 | $42.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 306 | $43.5K | 0.00% | −77−20.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 325 | $46.2K | 0.00% | +104+47.1% | Added |
| Signaturefd, LLC | 386 | $54.9K | 0.00% | −33−7.9% | Reduced |
| Umb Bank N A | 456 | $64.8K | 0.00% | −18−3.8% | Reduced |
| Covestor Ltd | 485 | $69.0K | 0.04% | +71+17.1% | Added |
| NBC Securities, Inc. | 548 | $77.0K | 0.01% | −3,721−87.2% | Reduced |
| First Horizon Advisors, Inc. | 568 | $80.7K | 0.00% | −154−21.3% | Reduced |
| Nisa Investment Advisors, LLC | 579 | $82.8K | 0.00% | −353−37.9% | Reduced |
| Principal Securities, Inc. | 590 | $83.9K | 0.00% | +307+108.5% | Added |
| Huntington National Bank | 593 | $84.3K | 0.00% | +10+1.7% | Added |
| Fifth Third Bancorp | 728 | $103.5K | 0.00% | −190−20.7% | Reduced |
| Assetmark, Inc | 753 | $107.0K | 0.00% | −9,534−92.7% | Reduced |
| Harbor Investment Advisory, LLC | 834 | $118.5K | 0.01% | 00.0% | Unchanged |