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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, Q1 2026

Institutional positions in Hamilton Lane INC as of Mar 31, 2026. 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
+6 vs. Q4 2025
Shares held
42.5M
+4.88M (+13.0%) vs. Q4 2025
Total value
$4.23B
−$829.3M (−16.4%) vs. Q4 2025
New holders
78
151 more added
Sold out
72
129 more reduced

6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 389 institutions
Q1 2021: 169 institutionsQ2 2021: 187 institutionsQ3 2021: 189 institutionsQ4 2021: 216 institutionsQ1 2022: 206 institutionsQ2 2022: 196 institutionsQ3 2022: 205 institutionsQ4 2022: 217 institutionsQ1 2023: 210 institutionsQ2 2023: 202 institutionsQ3 2023: 218 institutionsQ4 2023: 242 institutionsQ1 2024: 265 institutionsQ2 2024: 296 institutionsQ3 2024: 324 institutionsQ4 2024: 355 institutionsQ1 2025: 353 institutionsQ2 2025: 394 institutionsQ3 2025: 383 institutionsQ4 2025: 389 institutionsQ1 2026: 389 institutionsQ2 2026: 382 institutions
Value heldQ1 2026: $4.23B
Q1 2021: $3.02BQ2 2021: $3.07BQ3 2021: $2.94BQ4 2021: $3.60BQ1 2022: $2.70BQ2 2022: $2.33BQ3 2022: $2.06BQ4 2022: $2.27BQ1 2023: $2.67BQ2 2023: $2.93BQ3 2023: $3.21BQ4 2023: $4.13BQ1 2024: $4.29BQ2 2024: $4.56BQ3 2024: $6.58BQ4 2024: $5.98BQ1 2025: $6.57BQ2 2025: $5.93BQ3 2025: $5.65BQ4 2025: $5.63BQ1 2026: $4.23BQ2 2026: $3.65B
Institutions holding HLNE and their total value by quarter
QuarterHoldersValue
Q2 2026382$3.65B
Q1 2026389$4.23B
Q4 2025389$5.63B
Q3 2025383$5.65B
Q2 2025394$5.93B
Q1 2025353$6.57B
Q4 2024355$5.98B
Q3 2024324$6.58B
Q2 2024296$4.56B
Q1 2024265$4.29B
Q4 2023242$4.13B
Q3 2023218$3.21B
Q2 2023202$2.93B
Q1 2023210$2.67B
Q4 2022217$2.27B
Q3 2022205$2.06B
Q2 2022196$2.33B
Q1 2022206$2.70B
Q4 2021216$3.60B
Q3 2021189$2.94B
Q2 2021187$3.07B
Q1 2021169$3.02B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Hamilton Lane INC; share changes are against Q4 2025.

Institutions holding HLNE in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
WPG Advisers, LLC1$990.00%−3−75.0%Reduced
Rakuten Securities, Inc.1$990.00%00.0%Unchanged
Vermillion Wealth Management, Inc.1$990.00%+1New
Twin Peaks Wealth Advisors, LLC1$990.00%+1New
Curio Wealth, LLC1$990.00%+1New
TFC Financial Management1$1000.00%00.0%Unchanged
GHP Investment Advisors, Inc.1$1000.00%+1New
Principia Wealth Advisory, LLC2$1990.00%+2New
SHP Wealth Management3$2980.00%+1+50.0%Added
SJS Investment Consulting Inc.3$2990.00%−15−83.3%Reduced
American Capital Advisory, LLC3$2990.00%+3New
Innovative Asset Advisors Group, LLC3$3000.00%+3New
Zions Bancorporation, National Association4$3980.00%−12−75.0%Reduced
South State Corp.5$4970.00%+5New
Marquette Asset Management, LLC5$4970.00%+5New
Fortitude Family Office, LLC6$5960.00%+6New
DiNuzzo Private Wealth, Inc.6$5970.00%−1−14.3%Reduced
Cromwell Holdings LLC7$7000.00%+3+75.0%Added
Pinnacle Wealth Planning Services, Inc.8$7950.00%+8New
Manchester Capital Management LLC8$7960.00%+2+33.3%Added
MidFirst Bank9$8950.00%00.0%Unchanged
Quent Capital, LLC9$8950.00%+9New
Essential Partners LLC10$9940.00%−73−88.0%Reduced
Bogart Wealth, LLC10$9940.00%+10New
Caitong International Asset Management Co., Ltd14$1.39K0.00%+14New
GWM Advisors LLC16$1.59K0.00%+16New
Merkkuri Wealth Advisors LLC17$1.67K0.00%+17New
Raleigh Capital Management Inc.18$1.79K0.00%+18New
JFS Wealth Advisors, LLC18$1.79K0.00%−3−14.3%Reduced
SBI Securities Co., Ltd.19$1.89K0.00%+14+280.0%Added
Sunrise Financial Services, LLC21$2.09K0.00%00.0%Unchanged
Scarborough Advisors, LLC22$2.19K0.00%+22New
Root Financial Partners, LLC25$2.48K0.00%−27−51.9%Reduced
Mather Group, LLC.25$2.48K0.00%+25New
Activest Wealth Management26$2.58K0.00%+26New
CVA Family Office, LLC27$2.68K0.00%+23+575.0%Added
Parkside Financial Bank & Trust29$2.88K0.00%−37−56.1%Reduced
Rothschild Investment LLC29$2.88K0.00%−5−14.7%Reduced
Albion Financial Group29$2.88K0.00%+17+141.7%Added
Central Trust Co32$3.18K0.00%+3+10.3%Added
Larson Financial Group LLC32$3.18K0.00%+3+10.3%Added
Wolff Wiese Magana LLC33$3.28K0.00%+14+73.7%Added
JPL Wealth Management, LLC34$3.38K0.00%+34New
Farmers & Merchants Investments Inc35$3.48K0.00%00.0%Unchanged
Colonial Trust Co35$3.50K0.00%+15+75.0%Added
Financial Network Wealth Advisors LLC35$3.50K0.00%00.0%Unchanged
AdvisorNet Financial, Inc38$3.78K0.00%+16+72.7%Added
Whipplewood Advisors, LLC44$4.37K0.00%+44New
JNBA Financial Advisors45$4.47K0.00%+45New
Bayban46$4.57K0.00%00.0%Unchanged
LRI Investments, LLC46$4.57K0.00%+46New
ZRC Wealth Management, LLC51$5.07K0.00%+51New
Keating Financial Advisory Services, Inc.56$5.57K0.00%−39−41.1%Reduced
Eurizon Capital SGR S.p.A.58$5.71K0.00%+58New
Joseph Group Capital Management58$5.76K0.00%+58New
Cedar Mountain Advisors, LLC59$5.87K0.00%+59New
Retirement Wealth Solutions LLC61$6.05K0.00%−72−54.1%Reduced
CBIZ Investment Advisory Services, LLC67$6.70K0.00%−264−79.8%Reduced
Owl Creek Wealth Partners LLC70$6.96K0.00%+70New
Clearstead Advisors, LLC79$7.85K0.00%−788−90.9%Reduced
MAI Capital Management81$8.09K0.00%+40+97.6%Added
Transamerica Financial Advisors, Inc.95$9.56K0.00%+36+61.0%Added
IFP Advisors, Inc97$9.64K0.00%−64−39.8%Reduced
Penserra Capital Management LLC102$10.0K0.00%+102New
Whittier Trust Co105$10.0K0.00%00.0%Unchanged
CoreCap Advisors, LLC101$10.0K0.00%+75+288.5%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.110$10.9K0.00%00.0%Unchanged
CX Institutional119$12.0K0.00%+95+395.8%Added
Millstone Evans Group, LLC122$12.1K0.01%+122New
Entrust Financial LLC124$12.3K0.01%+52+72.2%Added
Wellington-Altus USA Inc.160$12.6K0.01%−11−6.4%Reduced
Massmutual Trust Co FSB129$12.8K0.00%−9−6.5%Reduced
Clark Wealth Partners130$13.0K0.01%00.0%Unchanged
Bayforest Capital Ltd143$14.2K0.02%+143New
Philadelphia Investment Partners, LLC150$14.9K0.01%+150New
Brown, Lisle/Cummings, Inc.156$15.5K0.00%+156New
Centerpoint Advisors, LLC163$16.0K0.01%00.0%Unchanged
Parallel Advisors, LLC169$16.8K0.00%−72−29.9%Reduced
Allworth Financial LP169$16.8K0.00%−2−1.2%Reduced
Cornerstone Planning Group LLC199$18.4K0.00%+1+0.5%Added
Private Trust Co NA211$21.0K0.00%+23+12.2%Added
Smartleaf Asset Management LLC218$21.3K0.00%−600−73.3%Reduced
Versant Capital Management, Inc240$23.9K0.00%+179+293.4%Added
Umb Bank N A247$24.6K0.00%−221−47.2%Reduced
Quadrant Capital Group LLC259$25.7K0.00%−611−70.2%Reduced
First Horizon Corp267$26.5K0.00%+99+58.9%Added
Covestor Ltd333$33.0K0.02%−414−55.4%Reduced
Advisory Services Network, LLC366$36.4K0.00%+366New
Northwestern Mutual Wealth Management Co369$36.7K0.00%+249+207.5%Added
HM Payson & Co378$37.6K0.00%+36+10.5%Added
Whittier Trust Co of Nevada Inc478$45.6K0.00%+63+15.2%Added
SRS Capital Advisors, Inc.474$47.1K0.00%−52−9.9%Reduced
Huntington National Bank534$53.1K0.00%+12+2.3%Added
Nisa Investment Advisors, LLC566$56.6K0.00%+8+1.4%Added
GAMMA Investing LLC616$61.2K0.00%−139−18.4%Reduced
Signaturefd, LLC640$63.6K0.00%+143+28.8%Added
EverSource Wealth Advisors, LLC722$71.7K0.00%+112+18.4%Added
MB, Levis & Associates, LLC722$71.8K0.03%00.0%Unchanged
Ronald Blue Trust, Inc.751$74.6K0.00%+751New
CWM, LLC761$75.6K0.00%−322−29.7%Reduced