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, Q3 2025
Institutional positions in Hamilton Lane INC as of Sep 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
- 383
- −3 vs. Q2 2025
- Shares held
- 41.9M
- +548.2K (+1.3%) vs. Q2 2025
- Total value
- $5.65B
- −$229.8M (−3.9%) vs. Q2 2025
- New holders
- 53
- 131 more added
- Sold out
- 56
- 151 more reduced
8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Hamilton Lane INC; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 7 | $0 | 0.00% | +7 | New |
| TFC Financial Management | 1 | $135 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $135 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $270 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $270 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $404 | 0.00% | +1+50.0% | Added |
| SJS Investment Consulting Inc. | 3 | $405 | 0.00% | −1−25.0% | Reduced |
| CVA Family Office, LLC | 4 | $539 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $540 | 0.00% | +1+33.3% | Added |
| SBI Securities Co., Ltd. | 5 | $674 | 0.00% | −11−68.8% | Reduced |
| UMA Financial Services, Inc. | 5 | $674 | 0.00% | +5 | New |
| Manchester Capital Management LLC | 6 | $809 | 0.00% | −2−25.0% | Reduced |
| Fortitude Family Office, LLC | 8 | $1.08K | 0.00% | +2+33.3% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $1.08K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 10 | $1.35K | 0.00% | −11−52.4% | Reduced |
| North Capital, Inc. | 11 | $1.48K | 0.00% | +1+10.0% | Added |
| Albion Financial Group | 12 | $1.62K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 13 | $1.75K | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 15 | $2.02K | 0.00% | −1−6.3% | Reduced |
| South State Corp. | 16 | $2.16K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 19 | $2.56K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 20 | $2.65K | 0.00% | +1+5.3% | Added |
| CoreCap Advisors, LLC | 20 | $2.70K | 0.00% | −2−9.1% | Reduced |
| JPL Wealth Management, LLC | 20 | $2.70K | 0.00% | +20 | New |
| Hemington Wealth Management | 28 | $3.00K | 0.00% | +1+3.7% | Added |
| Rakuten Securities, Inc. | 23 | $3.10K | 0.00% | +22+2,200.0% | Added |
| AdvisorNet Financial, Inc | 24 | $3.23K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 25 | $3.37K | 0.00% | +25 | New |
| Financial Network Wealth Advisors LLC | 28 | $3.79K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 29 | $3.91K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 29 | $3.91K | 0.00% | +7+31.8% | Added |
| Farmers & Merchants Investments Inc | 35 | $4.72K | 0.00% | +2+6.1% | Added |
| Transamerica Financial Advisors, Inc. | 36 | $4.75K | 0.00% | +36 | New |
| Millstone Evans Group, LLC | 38 | $5.12K | 0.00% | +38 | New |
| Salomon & Ludwin, LLC | 46 | $5.87K | 0.00% | +46 | New |
| WPG Advisers, LLC | 45 | $6.07K | 0.00% | −8−15.1% | Reduced |
| Clayton Financial Group LLC | 51 | $6.88K | 0.01% | +51 | New |
| Wealthspire Advisors, LLC | 64 | $8.63K | 0.00% | +64 | New |
| MAI Capital Management | 65 | $8.76K | 0.00% | −14−17.7% | Reduced |
| Spire Wealth Management | 68 | $9.17K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 68 | $9.17K | 0.00% | +68 | New |
| Marshall & Sterling Wealth Advisors Inc. | 82 | $11.1K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 82 | $11.1K | 0.00% | +52+173.3% | Added |
| Northwestern Mutual Wealth Management Co | 93 | $12.5K | 0.00% | −4−4.1% | Reduced |
| Jones Financial Companies LLLP | 92 | $13.0K | 0.00% | +5+5.7% | Added |
| Whittier Trust Co | 105 | $13.4K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 104 | $14.0K | 0.00% | −67−39.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 110 | $14.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 113 | $15.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 113 | $15.2K | 0.00% | +88+352.0% | Added |
| Centerpoint Advisors, LLC | 120 | $16.0K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 130 | $17.5K | 0.01% | −66−33.7% | Reduced |
| Retirement Wealth Solutions LLC | 133 | $17.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 133 | $17.9K | 0.00% | +97+269.4% | Added |
| IFP Advisors, Inc | 135 | $18.2K | 0.00% | −876−86.6% | Reduced |
| CWM, LLC | 138 | $19.0K | 0.00% | −112−44.8% | Reduced |
| Private Trust Co NA | 151 | $20.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 152 | $20.4K | 0.01% | +1+0.7% | Added |
| Farther Finance Advisors, LLC | 167 | $22.5K | 0.00% | +101+153.0% | Added |
| Cornerstone Planning Group LLC | 197 | $22.5K | 0.00% | +153+347.7% | Added |
| Quarry LP | 186 | $25.1K | 0.01% | +179+2,557.1% | Added |
| Advisory Services Network, LLC | 190 | $25.6K | 0.00% | +190 | New |
| Versant Capital Management, Inc | 199 | $26.8K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 213 | $29.0K | 0.00% | +95+80.5% | Added |
| First Horizon Corp | 231 | $31.1K | 0.00% | +231 | New |
| Binnacle Investments Inc | 237 | $31.9K | 0.02% | +56+30.9% | Added |
| Caitong International Asset Management Co., Ltd | 264 | $35.6K | 0.02% | +29+12.3% | Added |
| CBIZ Investment Advisory Services, LLC | 285 | $38.5K | 0.00% | +66+30.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 299 | $40.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 325 | $41.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 317 | $42.7K | 0.00% | +177+126.4% | Added |
| Aster Capital Management (DIFC) Ltd | 319 | $43.0K | 0.02% | −6,564−95.4% | Reduced |
| HM Payson & Co | 328 | $44.2K | 0.00% | +78+31.2% | Added |
| Signaturefd, LLC | 372 | $50.1K | 0.00% | −14−3.6% | Reduced |
| Fifth Third Bancorp | 377 | $50.8K | 0.00% | −351−48.2% | Reduced |
| LRI Investments, LLC | 385 | $51.9K | 0.00% | +205+113.9% | Added |
| Umb Bank N A | 424 | $57.2K | 0.00% | −32−7.0% | Reduced |
| Optiver Holding B.V. | 427 | $57.6K | 0.00% | +237+124.7% | Added |
| Erste Asset Management GmbH | 513 | $69.1K | 0.00% | −8,131−94.1% | Reduced |
| ISAM Funds (UK) Ltd | 529 | $71.3K | 0.01% | −3,982−88.3% | Reduced |
| Huntington National Bank | 542 | $73.1K | 0.00% | −51−8.6% | Reduced |
| Quadrant Capital Group LLC | 571 | $77.0K | 0.00% | +571 | New |
| Nisa Investment Advisors, LLC | 579 | $78.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 582 | $78.4K | 0.00% | −8−1.4% | Reduced |
| Smartleaf Asset Management LLC | 602 | $83.7K | 0.01% | +449+293.5% | Added |
| Assetmark, Inc | 680 | $91.7K | 0.00% | −73−9.7% | Reduced |
| Quest Partners LLC | 683 | $92.1K | 0.01% | −1,389−67.0% | Reduced |
| MB, Levis & Associates, LLC | 722 | $97.3K | 0.04% | +722 | New |
| EverSource Wealth Advisors, LLC | 725 | $97.7K | 0.00% | −269−27.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 796 | $107.3K | 0.00% | +702+746.8% | Added |
| GAMMA Investing LLC | 850 | $114.6K | 0.01% | −206−19.5% | Reduced |
| Covestor Ltd | 888 | $120.0K | 0.07% | +403+83.1% | Added |
| Rockefeller Capital Management L.P. | 939 | $126.7K | 0.00% | +939 | New |
| STRS Ohio | 955 | $128.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 967 | $130.3K | 0.01% | +133+15.9% | Added |
| Vestcor Inc | 1,043 | $141.0K | 0.00% | +1,043 | New |
| Point72 (DIFC) Ltd | 1,055 | $142.2K | 0.01% | −105−9.1% | Reduced |