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, Q4 2025
Institutional positions in Hamilton Lane INC as of Dec 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
- 389
- +14 vs. Q3 2025
- Shares held
- 41.9M
- +92.5K (+0.2%) vs. Q3 2025
- Total value
- $5.63B
- −$6.48M (−0.1%) vs. Q3 2025
- New holders
- 84
- 142 more added
- Sold out
- 70
- 127 more reduced
8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Hamilton Lane INC; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1 | $115 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $134 | 0.00% | −22−95.7% | Reduced |
| Toronto Dominion Bank | 1 | $134 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $135 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $269 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $269 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2 | $269 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $269 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $403 | 0.00% | −1−25.0% | Reduced |
| WPG Advisers, LLC | 4 | $537 | 0.00% | −41−91.1% | Reduced |
| CVA Family Office, LLC | 4 | $537 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 4 | $537 | 0.00% | +4 | New |
| UMA Financial Services, Inc. | 4 | $538 | 0.00% | −1−20.0% | Reduced |
| Cromwell Holdings LLC | 4 | $539 | 0.00% | +4 | New |
| Optima Capital LLC | 4 | $539 | 0.00% | +4 | New |
| SBI Securities Co., Ltd. | 5 | $672 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $806 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $941 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 9 | $1.21K | 0.00% | +9 | New |
| Laurel Wealth Advisors LLC | 10 | $1.34K | 0.00% | +10 | New |
| Albion Financial Group | 12 | $1.61K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 16 | $2.15K | 0.00% | +16 | New |
| Steigerwald, Gordon & Koch Inc. | 17 | $2.28K | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 18 | $2.42K | 0.00% | +15+500.0% | Added |
| Wolff Wiese Magana LLC | 19 | $2.55K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 20 | $2.64K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 21 | $2.82K | 0.00% | +21 | New |
| JFS Wealth Advisors, LLC | 21 | $2.82K | 0.00% | +6+40.0% | Added |
| AdvisorNet Financial, Inc | 22 | $2.96K | 0.00% | −2−8.3% | Reduced |
| CX Institutional | 24 | $3.00K | 0.00% | +24 | New |
| CoreCap Advisors, LLC | 26 | $3.49K | 0.00% | +6+30.0% | Added |
| Central Trust Co | 29 | $3.90K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 29 | $3.90K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 34 | $4.57K | 0.00% | +34 | New |
| Farmers & Merchants Investments Inc | 35 | $4.70K | 0.00% | 00.0% | Unchanged |
| Quattro Advisors LLC | 35 | $4.72K | 0.00% | +35 | New |
| Financial Network Wealth Advisors LLC | 35 | $4.72K | 0.00% | +7+25.0% | Added |
| MAI Capital Management | 41 | $5.51K | 0.00% | −24−36.9% | Reduced |
| Bayban | 46 | $6.18K | 0.01% | +46 | New |
| Root Financial Partners, LLC | 52 | $6.98K | 0.00% | −16−23.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 59 | $7.99K | 0.00% | +23+63.9% | Added |
| Versant Capital Management, Inc | 61 | $8.19K | 0.00% | −138−69.3% | Reduced |
| Parkside Financial Bank & Trust | 66 | $8.87K | 0.00% | +66 | New |
| Entrust Financial LLC | 72 | $9.67K | 0.01% | +72 | New |
| Essential Partners LLC | 83 | $11.1K | 0.00% | +83 | New |
| Keating Financial Advisory Services, Inc. | 95 | $12.8K | 0.00% | +95 | New |
| Nomura Asset Management Co Ltd | 98 | $13.2K | 0.00% | −2,826−96.6% | Reduced |
| Jones Financial Companies LLLP | 99 | $13.3K | 0.00% | +7+7.6% | Added |
| SageView Advisory Group, LLC | 106 | $14.2K | 0.00% | +106 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 110 | $15.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 105 | $15.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 120 | $16.1K | 0.00% | +27+29.0% | Added |
| Clark Wealth Partners | 130 | $17.5K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 133 | $17.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 138 | $18.5K | 0.00% | +25+22.1% | Added |
| Quarry LP | 140 | $18.8K | 0.00% | −46−24.7% | Reduced |
| CIBC Private Wealth Group, LLC | 147 | $19.7K | 0.00% | +65+79.3% | Added |
| Ancora Advisors, LLC | 151 | $20.3K | 0.00% | +151 | New |
| IFP Advisors, Inc | 161 | $21.6K | 0.00% | +26+19.3% | Added |
| Centerpoint Advisors, LLC | 163 | $22.0K | 0.01% | +43+35.8% | Added |
| First Horizon Corp | 168 | $22.6K | 0.00% | −63−27.3% | Reduced |
| Wellington-Altus USA Inc. | 171 | $23.0K | 0.02% | +171 | New |
| Allworth Financial LP | 171 | $23.0K | 0.00% | +58+51.3% | Added |
| Private Trust Co NA | 188 | $25.3K | 0.00% | +37+24.5% | Added |
| Aster Capital Management (DIFC) Ltd | 190 | $25.5K | 0.01% | −129−40.4% | Reduced |
| Quest Partners LLC | 192 | $25.8K | 0.00% | −491−71.9% | Reduced |
| Acadian Asset Management LLC | 200 | $26.0K | 0.00% | +200 | New |
| Cornerstone Planning Group LLC | 198 | $29.4K | 0.00% | +1+0.5% | Added |
| Parallel Advisors, LLC | 241 | $32.4K | 0.00% | +108+81.2% | Added |
| Fifth Third Bancorp | 332 | $44.6K | 0.00% | −45−11.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 331 | $44.6K | 0.00% | +46+16.1% | Added |
| HM Payson & Co | 342 | $45.9K | 0.00% | +14+4.3% | Added |
| Whittier Trust Co of Nevada Inc | 415 | $60.9K | 0.00% | +90+27.7% | Added |
| Umb Bank N A | 468 | $62.9K | 0.00% | +44+10.4% | Added |
| Signaturefd, LLC | 497 | $66.8K | 0.00% | +125+33.6% | Added |
| Hantz Financial Services, Inc. | 510 | $68.0K | 0.00% | +297+139.4% | Added |
| Huntington National Bank | 522 | $70.1K | 0.00% | −20−3.7% | Reduced |
| SRS Capital Advisors, Inc. | 526 | $70.6K | 0.00% | +526 | New |
| Nisa Investment Advisors, LLC | 558 | $75.2K | 0.00% | −21−3.6% | Reduced |
| EverSource Wealth Advisors, LLC | 610 | $81.9K | 0.00% | −115−15.9% | Reduced |
| MB, Levis & Associates, LLC | 722 | $97.0K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 747 | $100.0K | 0.05% | −141−15.9% | Reduced |
| GAMMA Investing LLC | 755 | $101.4K | 0.01% | −95−11.2% | Reduced |
| Smartleaf Asset Management LLC | 818 | $111.1K | 0.00% | +216+35.9% | Added |
| Clearstead Advisors, LLC | 867 | $116.4K | 0.00% | +763+733.7% | Added |
| Quadrant Capital Group LLC | 870 | $116.8K | 0.00% | +299+52.4% | Added |
| Steward Partners Investment Advisory, LLC | 899 | $120.7K | 0.00% | +103+12.9% | Added |
| Tema ETFs LLC | 960 | $128.9K | 0.01% | +960 | New |
| Harbor Investment Advisory, LLC | 967 | $129.9K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 969 | $130.1K | 0.00% | +14+1.5% | Added |
| Vestcor Inc | 1,043 | $140.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,083 | $145.0K | 0.00% | +945+684.8% | Added |
| International Assets Investment Management, LLC | 1,161 | $155.9K | 0.01% | +1,161 | New |
| KBC Group NV | 1,179 | $158.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,199 | $161.1K | 0.00% | +1,199 | New |
| Islay Capital Management, LLC | 1,200 | $161.2K | 0.09% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,215 | $163.2K | 0.00% | +1,048+627.5% | Added |
| Leonteq Securities AG | 1,309 | $175.8K | 0.01% | −771−37.1% | Reduced |
| Assetmark, Inc | 1,378 | $185.1K | 0.00% | +698+102.6% | Added |
| RSM US Wealth Management LLC | 1,595 | $216.7K | 0.00% | +1,595 | New |