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 |
|---|---|---|---|---|---|
| ISAM Funds (UK) Ltd | 529 | $71.3K | 0.01% | −3,982−88.3% | Reduced |
| Erste Asset Management GmbH | 513 | $69.1K | 0.00% | −8,131−94.1% | Reduced |
| Optiver Holding B.V. | 427 | $57.6K | 0.00% | +237+124.7% | Added |
| Umb Bank N A | 424 | $57.2K | 0.00% | −32−7.0% | Reduced |
| LRI Investments, LLC | 385 | $51.9K | 0.00% | +205+113.9% | Added |
| Fifth Third Bancorp | 377 | $50.8K | 0.00% | −351−48.2% | Reduced |
| Signaturefd, LLC | 372 | $50.1K | 0.00% | −14−3.6% | Reduced |
| HM Payson & Co | 328 | $44.2K | 0.00% | +78+31.2% | Added |
| Aster Capital Management (DIFC) Ltd | 319 | $43.0K | 0.02% | −6,564−95.4% | Reduced |
| Global Retirement Partners, LLC | 317 | $42.7K | 0.00% | +177+126.4% | Added |
| Whittier Trust Co of Nevada Inc | 325 | $41.5K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 299 | $40.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 285 | $38.5K | 0.00% | +66+30.1% | Added |
| Caitong International Asset Management Co., Ltd | 264 | $35.6K | 0.02% | +29+12.3% | Added |
| Binnacle Investments Inc | 237 | $31.9K | 0.02% | +56+30.9% | Added |
| First Horizon Corp | 231 | $31.1K | 0.00% | +231 | New |
| Hantz Financial Services, Inc. | 213 | $29.0K | 0.00% | +95+80.5% | Added |
| Versant Capital Management, Inc | 199 | $26.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 190 | $25.6K | 0.00% | +190 | New |
| Quarry LP | 186 | $25.1K | 0.01% | +179+2,557.1% | Added |
| Cornerstone Planning Group LLC | 197 | $22.5K | 0.00% | +153+347.7% | Added |
| Farther Finance Advisors, LLC | 167 | $22.5K | 0.00% | +101+153.0% | Added |
| Rise Advisors, LLC | 152 | $20.4K | 0.01% | +1+0.7% | Added |
| Private Trust Co NA | 151 | $20.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 138 | $19.0K | 0.00% | −112−44.8% | Reduced |
| IFP Advisors, Inc | 135 | $18.2K | 0.00% | −876−86.6% | Reduced |
| Parallel Advisors, LLC | 133 | $17.9K | 0.00% | +97+269.4% | Added |
| Retirement Wealth Solutions LLC | 133 | $17.9K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 130 | $17.5K | 0.01% | −66−33.7% | Reduced |
| Centerpoint Advisors, LLC | 120 | $16.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 113 | $15.2K | 0.00% | +88+352.0% | Added |
| Massmutual Trust Co FSB | 113 | $15.2K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 110 | $14.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 104 | $14.0K | 0.00% | −67−39.2% | Reduced |
| 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 |
| Whittier Trust Co | 105 | $13.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 92 | $13.0K | 0.00% | +5+5.7% | Added |
| Northwestern Mutual Wealth Management Co | 93 | $12.5K | 0.00% | −4−4.1% | Reduced |
| 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 |
| Spire Wealth Management | 68 | $9.17K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 68 | $9.17K | 0.00% | +68 | New |
| MAI Capital Management | 65 | $8.76K | 0.00% | −14−17.7% | Reduced |
| Wealthspire Advisors, LLC | 64 | $8.63K | 0.00% | +64 | New |
| Clayton Financial Group LLC | 51 | $6.88K | 0.01% | +51 | New |
| WPG Advisers, LLC | 45 | $6.07K | 0.00% | −8−15.1% | Reduced |
| Salomon & Ludwin, LLC | 46 | $5.87K | 0.00% | +46 | New |
| Millstone Evans Group, LLC | 38 | $5.12K | 0.00% | +38 | New |
| Transamerica Financial Advisors, Inc. | 36 | $4.75K | 0.00% | +36 | New |
| Farmers & Merchants Investments Inc | 35 | $4.72K | 0.00% | +2+6.1% | Added |
| Central Trust Co | 29 | $3.91K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 29 | $3.91K | 0.00% | +7+31.8% | Added |
| Financial Network Wealth Advisors LLC | 28 | $3.79K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 25 | $3.37K | 0.00% | +25 | New |
| AdvisorNet Financial, Inc | 24 | $3.23K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 23 | $3.10K | 0.00% | +22+2,200.0% | Added |
| Hemington Wealth Management | 28 | $3.00K | 0.00% | +1+3.7% | Added |
| CoreCap Advisors, LLC | 20 | $2.70K | 0.00% | −2−9.1% | Reduced |
| JPL Wealth Management, LLC | 20 | $2.70K | 0.00% | +20 | New |
| Colonial Trust Co | 20 | $2.65K | 0.00% | +1+5.3% | Added |
| Wolff Wiese Magana LLC | 19 | $2.56K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 16 | $2.16K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $2.02K | 0.00% | −1−6.3% | Reduced |
| Quest 10 Wealth Builders, Inc. | 13 | $1.75K | 0.00% | +13 | New |
| Albion Financial Group | 12 | $1.62K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 11 | $1.48K | 0.00% | +1+10.0% | Added |
| High Note Wealth, LLC | 10 | $1.35K | 0.00% | −11−52.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $1.08K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 8 | $1.08K | 0.00% | +2+33.3% | Added |
| Manchester Capital Management LLC | 6 | $809 | 0.00% | −2−25.0% | Reduced |
| SBI Securities Co., Ltd. | 5 | $674 | 0.00% | −11−68.8% | Reduced |
| UMA Financial Services, Inc. | 5 | $674 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 4 | $540 | 0.00% | +1+33.3% | Added |
| CVA Family Office, LLC | 4 | $539 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $405 | 0.00% | −1−25.0% | Reduced |
| Tortoise Investment Management, LLC | 3 | $404 | 0.00% | +1+50.0% | Added |
| Rialto Wealth Management, LLC | 2 | $270 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $270 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $135 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $135 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 7 | $0 | 0.00% | +7 | New |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −137,101−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −12,801−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −11,484−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,744−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −10,061−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −8,910−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −8,305−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −6,534−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −6,252−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,346−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −5,132−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −4,720−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −3,716−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −3,158−100.0% | Sold out |