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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 568 | $80.7K | 0.00% | −154−21.3% | Reduced |
| NBC Securities, Inc. | 548 | $77.0K | 0.01% | −3,721−87.2% | Reduced |
| Covestor Ltd | 485 | $69.0K | 0.04% | +71+17.1% | Added |
| Umb Bank N A | 456 | $64.8K | 0.00% | −18−3.8% | Reduced |
| Signaturefd, LLC | 386 | $54.9K | 0.00% | −33−7.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 325 | $46.2K | 0.00% | +104+47.1% | Added |
| Geneos Wealth Management Inc. | 306 | $43.5K | 0.00% | −77−20.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 299 | $42.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 250 | $36.0K | 0.00% | −361−59.1% | Reduced |
| HM Payson & Co | 250 | $35.5K | 0.00% | +250 | New |
| Caitong International Asset Management Co., Ltd | 235 | $33.4K | 0.02% | +235 | New |
| CBIZ Investment Advisory Services, LLC | 219 | $31.3K | 0.00% | −68−23.7% | Reduced |
| Parkside Financial Bank & Trust | 204 | $29.0K | 0.00% | +184+920.0% | Added |
| Versant Capital Management, Inc | 199 | $28.3K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 196 | $27.9K | 0.02% | +196 | New |
| Optiver Holding B.V. | 190 | $27.0K | 0.00% | +82+75.9% | Added |
| Binnacle Investments Inc | 181 | $25.7K | 0.02% | −21−10.4% | Reduced |
| LRI Investments, LLC | 180 | $25.6K | 0.00% | −302−62.7% | Reduced |
| Clearstead Advisors, LLC | 171 | $24.3K | 0.00% | +10+6.2% | Added |
| Skopos Labs, Inc. | 162 | $23.0K | 0.00% | +69+74.2% | Added |
| Smartleaf Asset Management LLC | 153 | $22.1K | 0.00% | +25+19.5% | Added |
| Kestra Investment Management, LLC | 148 | $21.5K | 0.00% | +74+100.0% | Added |
| Rise Advisors, LLC | 151 | $21.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 151 | $21.5K | 0.00% | +24+18.9% | Added |
| Global Retirement Partners, LLC | 140 | $19.9K | 0.00% | +140 | New |
| Retirement Wealth Solutions LLC | 133 | $18.8K | 0.01% | −23−14.7% | 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 |
| Massmutual Trust Co FSB | 113 | $16.1K | 0.00% | −63−35.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 110 | $15.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 105 | $14.9K | 0.00% | +105 | New |
| 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 |
| Northwestern Mutual Wealth Management Co | 97 | $13.8K | 0.00% | +70+259.3% | Added |
| Steward Partners Investment Advisory, LLC | 94 | $13.4K | 0.00% | +41+77.4% | Added |
| Jones Financial Companies LLLP | 87 | $12.5K | 0.00% | −14−13.9% | Reduced |
| Iron Horse Wealth Management, LLC | 85 | $12.1K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 82 | $11.7K | 0.01% | +31+60.8% | Added |
| MAI Capital Management | 79 | $11.2K | 0.00% | +14+21.5% | Added |
| Acadian Asset Management LLC | 83 | $11.0K | 0.00% | −58−41.1% | Reduced |
| Bellwether Advisors, LLC | 76 | $10.8K | 0.00% | +76 | New |
| Bryn Mawr Trust Co | 71 | $10.1K | 0.00% | +22+44.9% | Added |
| Park Place Capital Corp | 69 | $9.99K | 0.00% | −9−11.5% | Reduced |
| Spire Wealth Management | 68 | $9.66K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 66 | $9.32K | 0.00% | −1−1.5% | Reduced |
| WPG Advisers, LLC | 53 | $7.53K | 0.01% | −125−70.2% | Reduced |
| Cornerstone Planning Group LLC | 44 | $6.92K | 0.00% | −35−44.3% | Reduced |
| Ameritas Advisory Services, LLC | 48 | $6.82K | 0.00% | +48 | New |
| Whipplewood Advisors, LLC | 44 | $6.25K | 0.00% | +31+238.5% | Added |
| Parallel Advisors, LLC | 36 | $5.12K | 0.00% | −4−10.0% | Reduced |
| Webster Bank, N. A. | 34 | $4.83K | 0.00% | +34 | New |
| Farmers & Merchants Investments Inc | 33 | $4.69K | 0.00% | +12+57.1% | Added |
| C M Bidwell & Associates Ltd | 31 | $4.41K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 30 | $4.26K | 0.00% | −20−40.0% | Reduced |
| Central Trust Co | 29 | $4.12K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 28 | $3.98K | 0.00% | +12+75.0% | Added |
| Federation des caisses Desjardins du Quebec | 27 | $3.84K | 0.00% | +25+1,250.0% | Added |
| Allworth Financial LP | 25 | $3.55K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 24 | $3.41K | 0.00% | +20+500.0% | Added |
| Capital A Wealth Management, LLC | 29 | $3.29K | 0.04% | +29 | New |
| Larson Financial Group LLC | 22 | $3.13K | 0.00% | −18−45.0% | Reduced |
| CoreCap Advisors, LLC | 22 | $3.13K | 0.00% | +22 | New |
| Hemington Wealth Management | 27 | $3.00K | 0.00% | +4+17.4% | Added |
| Simplex Trading, LLC | 22 | $3.00K | 0.00% | +22 | New |
| High Note Wealth, LLC | 21 | $2.98K | 0.00% | +21 | New |
| Wolff Wiese Magana LLC | 19 | $2.70K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 19 | $2.67K | 0.00% | 00.0% | Unchanged |
| 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 |
| NewSquare Capital LLC | 14 | $1.99K | 0.00% | −8−36.4% | Reduced |
| Albion Financial Group | 12 | $1.71K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 10 | $1.42K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $1.14K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $995 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 7 | $995 | 0.00% | +7 | New |
| Bokf, NA | 6 | $853 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $853 | 0.00% | +6 | New |
| Twin Peaks Wealth Advisors, LLC | 4 | $635 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 4 | $626 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 4 | $569 | 0.00% | −1−20.0% | Reduced |
| CVA Family Office, LLC | 4 | $568 | 0.00% | −3−42.9% | Reduced |
| Bare Financial Services, Inc | 4 | $568 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $427 | 0.00% | +2+200.0% | Added |
| Arlington Trust Co LLC | 3 | $426 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 2 | $285 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $284 | 0.00% | +1+100.0% | Added |
| Tortoise Investment Management, LLC | 2 | $284 | 0.00% | +2 | New |
| 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 |
| Rakuten Securities, Inc. | 1 | $142 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $142 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Fiera Capital Corp | 0 | $0 | 0.00% | −272,646−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −131,720−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −118,540−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −67,002−100.0% | Sold out |
| Axiom Investors LLC | 0 | $0 | 0.00% | −49,102−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −30,205−100.0% | Sold out |