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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 967 | $129.9K | 0.01% | 00.0% | Unchanged |
| Tema ETFs LLC | 960 | $128.9K | 0.01% | +960 | New |
| Steward Partners Investment Advisory, LLC | 899 | $120.7K | 0.00% | +103+12.9% | Added |
| Quadrant Capital Group LLC | 870 | $116.8K | 0.00% | +299+52.4% | Added |
| Clearstead Advisors, LLC | 867 | $116.4K | 0.00% | +763+733.7% | Added |
| Smartleaf Asset Management LLC | 818 | $111.1K | 0.00% | +216+35.9% | Added |
| GAMMA Investing LLC | 755 | $101.4K | 0.01% | −95−11.2% | Reduced |
| Covestor Ltd | 747 | $100.0K | 0.05% | −141−15.9% | Reduced |
| MB, Levis & Associates, LLC | 722 | $97.0K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 610 | $81.9K | 0.00% | −115−15.9% | Reduced |
| Nisa Investment Advisors, LLC | 558 | $75.2K | 0.00% | −21−3.6% | Reduced |
| SRS Capital Advisors, Inc. | 526 | $70.6K | 0.00% | +526 | New |
| Huntington National Bank | 522 | $70.1K | 0.00% | −20−3.7% | Reduced |
| Hantz Financial Services, Inc. | 510 | $68.0K | 0.00% | +297+139.4% | Added |
| Signaturefd, LLC | 497 | $66.8K | 0.00% | +125+33.6% | Added |
| Umb Bank N A | 468 | $62.9K | 0.00% | +44+10.4% | Added |
| Whittier Trust Co of Nevada Inc | 415 | $60.9K | 0.00% | +90+27.7% | Added |
| HM Payson & Co | 342 | $45.9K | 0.00% | +14+4.3% | Added |
| CBIZ Investment Advisory Services, LLC | 331 | $44.6K | 0.00% | +46+16.1% | Added |
| Fifth Third Bancorp | 332 | $44.6K | 0.00% | −45−11.9% | Reduced |
| Parallel Advisors, LLC | 241 | $32.4K | 0.00% | +108+81.2% | Added |
| Cornerstone Planning Group LLC | 198 | $29.4K | 0.00% | +1+0.5% | Added |
| Acadian Asset Management LLC | 200 | $26.0K | 0.00% | +200 | New |
| Quest Partners LLC | 192 | $25.8K | 0.00% | −491−71.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 190 | $25.5K | 0.01% | −129−40.4% | Reduced |
| Private Trust Co NA | 188 | $25.3K | 0.00% | +37+24.5% | Added |
| Allworth Financial LP | 171 | $23.0K | 0.00% | +58+51.3% | Added |
| Wellington-Altus USA Inc. | 171 | $23.0K | 0.02% | +171 | New |
| First Horizon Corp | 168 | $22.6K | 0.00% | −63−27.3% | Reduced |
| Centerpoint Advisors, LLC | 163 | $22.0K | 0.01% | +43+35.8% | Added |
| IFP Advisors, Inc | 161 | $21.6K | 0.00% | +26+19.3% | Added |
| Ancora Advisors, LLC | 151 | $20.3K | 0.00% | +151 | New |
| CIBC Private Wealth Group, LLC | 147 | $19.7K | 0.00% | +65+79.3% | Added |
| Quarry LP | 140 | $18.8K | 0.00% | −46−24.7% | Reduced |
| Massmutual Trust Co FSB | 138 | $18.5K | 0.00% | +25+22.1% | Added |
| Retirement Wealth Solutions LLC | 133 | $17.8K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 130 | $17.5K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 120 | $16.1K | 0.00% | +27+29.0% | Added |
| Whittier Trust Co | 105 | $15.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 110 | $15.0K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 106 | $14.2K | 0.00% | +106 | New |
| Jones Financial Companies LLLP | 99 | $13.3K | 0.00% | +7+7.6% | Added |
| Nomura Asset Management Co Ltd | 98 | $13.2K | 0.00% | −2,826−96.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 95 | $12.8K | 0.00% | +95 | New |
| Essential Partners LLC | 83 | $11.1K | 0.00% | +83 | New |
| Entrust Financial LLC | 72 | $9.67K | 0.01% | +72 | New |
| Parkside Financial Bank & Trust | 66 | $8.87K | 0.00% | +66 | New |
| Versant Capital Management, Inc | 61 | $8.19K | 0.00% | −138−69.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 59 | $7.99K | 0.00% | +23+63.9% | Added |
| Root Financial Partners, LLC | 52 | $6.98K | 0.00% | −16−23.5% | Reduced |
| Bayban | 46 | $6.18K | 0.01% | +46 | New |
| MAI Capital Management | 41 | $5.51K | 0.00% | −24−36.9% | Reduced |
| Financial Network Wealth Advisors LLC | 35 | $4.72K | 0.00% | +7+25.0% | Added |
| Quattro Advisors LLC | 35 | $4.72K | 0.00% | +35 | New |
| Farmers & Merchants Investments Inc | 35 | $4.70K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 34 | $4.57K | 0.00% | +34 | New |
| Central Trust Co | 29 | $3.90K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 29 | $3.90K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 26 | $3.49K | 0.00% | +6+30.0% | Added |
| CX Institutional | 24 | $3.00K | 0.00% | +24 | New |
| AdvisorNet Financial, Inc | 22 | $2.96K | 0.00% | −2−8.3% | Reduced |
| JFS Wealth Advisors, LLC | 21 | $2.82K | 0.00% | +6+40.0% | Added |
| Sunrise Financial Services, LLC | 21 | $2.82K | 0.00% | +21 | New |
| Colonial Trust Co | 20 | $2.64K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 19 | $2.55K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $2.42K | 0.00% | +15+500.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 17 | $2.28K | 0.00% | +17 | New |
| Zions Bancorporation, National Association | 16 | $2.15K | 0.00% | +16 | New |
| Albion Financial Group | 12 | $1.61K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $1.34K | 0.00% | +10 | New |
| MidFirst Bank | 9 | $1.21K | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $941 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $806 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $672 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $539 | 0.00% | +4 | New |
| Optima Capital LLC | 4 | $539 | 0.00% | +4 | New |
| UMA Financial Services, Inc. | 4 | $538 | 0.00% | −1−20.0% | 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 |
| Bay Harbor Wealth Management, LLC | 3 | $403 | 0.00% | −1−25.0% | Reduced |
| 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 |
| TFC Financial Management | 1 | $135 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $134 | 0.00% | −22−95.7% | Reduced |
| Toronto Dominion Bank | 1 | $134 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $115 | 0.00% | +1 | New |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −505,796−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −473,321−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −53,856−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −40,095−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −25,150−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −20,421−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −18,200−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −17,697−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −17,478−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −15,633−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −12,485−100.0% | Sold out |