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, Q2 2026
Institutional positions in Hamilton Lane INC as of Jun 30, 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
- 382
- −2 vs. Q1 2026
- Shares held
- 46.3M
- +4.69M (+11.3%) vs. Q1 2026
- Total value
- $3.65B
- −$488.5M (−11.8%) vs. Q1 2026
- New holders
- 73
- 157 more added
- Sold out
- 75
- 117 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Hamilton Lane INC; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| LRI Investments, LLC | 1 | $79 | 0.00% | −45−97.8% | Reduced |
| GHP Investment Advisors, Inc. | 1 | $79 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $79 | 0.00% | +1 | New |
| Planning Strategies Inc. | 1 | $79 | 0.00% | +1 | New |
| Retirement Wealth Solutions LLC | 1 | $84 | 0.00% | −60−98.4% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $158 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3 | $238 | 0.00% | −4−57.1% | Reduced |
| Creative Capital Management Investments LLC | 4 | $315 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 4 | $316 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $395 | 0.00% | −1−16.7% | Reduced |
| Bogart Wealth, LLC | 6 | $473 | 0.00% | −4−40.0% | Reduced |
| Hughes Financial Services, LLC | 6 | $473 | 0.00% | +6 | New |
| Signature Equity Partners, LLC | 6 | $473 | 0.00% | +6 | New |
| Action Point Financial Planning, LLC | 6 | $473 | 0.00% | +6 | New |
| Manchester Capital Management LLC | 8 | $631 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 8 | $631 | 0.00% | +4+100.0% | Added |
| Rakuten Securities, Inc. | 8 | $631 | 0.00% | +7+700.0% | Added |
| MidFirst Bank | 9 | $709 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 10 | $788 | 0.00% | +1+11.1% | Added |
| SHP Wealth Management | 10 | $788 | 0.00% | +7+233.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 11 | $867 | 0.00% | +3+37.5% | Added |
| Wealth Enhancement Trust Services, Inc. | 11 | $867 | 0.00% | +11 | New |
| Albion Financial Group | 12 | $946 | 0.00% | −17−58.6% | Reduced |
| JFS Wealth Advisors, LLC | 12 | $949 | 0.00% | −6−33.3% | Reduced |
| CX Institutional | 13 | $1.00K | 0.00% | −106−89.1% | Reduced |
| Silver Grove Financial Group, Inc. | 13 | $1.02K | 0.00% | +13 | New |
| WPG Advisers, LLC | 14 | $1.10K | 0.00% | +13+1,300.0% | Added |
| JPL Wealth Management, LLC | 20 | $1.58K | 0.00% | −14−41.2% | Reduced |
| Highline Wealth Partners LLC | 20 | $1.58K | 0.00% | +20 | New |
| Sunrise Financial Services, LLC | 21 | $1.66K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 21 | $1.68K | 0.00% | −14−40.0% | Reduced |
| Central Trust Co | 24 | $1.89K | 0.00% | −8−25.0% | Reduced |
| Mather Group, LLC. | 25 | $1.97K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 26 | $2.05K | 0.00% | +26 | New |
| Private Wealth Asset Management, LLC | 27 | $2.13K | 0.00% | +27 | New |
| Webster Bank, N. A. | 31 | $2.44K | 0.00% | +31 | New |
| Wolff Wiese Magana LLC | 33 | $2.60K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $2.76K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 36 | $2.87K | 0.00% | +1+2.9% | Added |
| AdvisorNet Financial, Inc | 37 | $2.92K | 0.00% | −1−2.6% | Reduced |
| Bayban | 46 | $3.63K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 48 | $3.78K | 0.00% | +48 | New |
| UMA Financial Services, Inc. | 51 | $4.02K | 0.00% | +51 | New |
| Eurizon Capital SGR S.p.A. | 58 | $4.35K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 59 | $4.65K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 59 | $4.65K | 0.00% | +3+5.4% | Added |
| Activest Wealth Management | 62 | $4.89K | 0.00% | +36+138.5% | Added |
| GWM Advisors LLC | 63 | $4.97K | 0.00% | +47+293.8% | Added |
| CBIZ Investment Advisory Services, LLC | 67 | $6.70K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $7.88K | 0.00% | −269−72.9% | Reduced |
| First Horizon Corp | 108 | $8.51K | 0.00% | −159−59.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 110 | $8.67K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 111 | $8.75K | 0.00% | −45−28.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 111 | $8.83K | 0.00% | +16+16.8% | Added |
| Massmutual Trust Co FSB | 116 | $9.14K | 0.00% | −13−10.1% | Reduced |
| CoreCap Advisors, LLC | 120 | $9.46K | 0.00% | +19+18.8% | Added |
| Federation des caisses Desjardins du Quebec | 122 | $9.61K | 0.00% | −2,392−95.1% | Reduced |
| Millstone Evans Group, LLC | 122 | $9.62K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 117 | $9.65K | 0.00% | +12+11.4% | Added |
| Entrust Financial LLC | 124 | $9.78K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 132 | $10.4K | 0.00% | +103+355.2% | Added |
| Continuum Advisory, LLC | 133 | $10.5K | 0.00% | +133 | New |
| Philadelphia Investment Partners, LLC | 150 | $11.9K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 164 | $12.0K | 0.00% | +62+60.8% | Added |
| Clearstead Advisors, LLC | 158 | $12.5K | 0.00% | +79+100.0% | Added |
| ZRC Wealth Management, LLC | 161 | $12.7K | 0.00% | +110+215.7% | Added |
| Centerpoint Advisors, LLC | 162 | $13.0K | 0.00% | −1−0.6% | Reduced |
| Umb Bank N A | 172 | $13.6K | 0.00% | −75−30.4% | Reduced |
| Private Trust Co NA | 188 | $14.8K | 0.00% | −23−10.9% | Reduced |
| Covestor Ltd | 185 | $15.0K | 0.01% | −148−44.4% | Reduced |
| SJS Investment Consulting Inc. | 194 | $15.3K | 0.00% | +191+6,366.7% | Added |
| Wellington-Altus USA Inc. | 160 | $15.9K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 218 | $16.4K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 219 | $17.8K | 0.00% | +20+10.1% | Added |
| SBI Securities Co., Ltd. | 231 | $18.2K | 0.00% | +212+1,115.8% | Added |
| Steward Partners Investment Advisory, LLC | 232 | $18.3K | 0.00% | −546−70.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 255 | $20.1K | 0.00% | +241+1,721.4% | Added |
| Larson Financial Group LLC | 277 | $21.8K | 0.00% | +245+765.6% | Added |
| IFP Advisors, Inc | 419 | $33.0K | 0.00% | +322+332.0% | Added |
| GAMMA Investing LLC | 438 | $34.5K | 0.00% | −178−28.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 438 | $35.3K | 0.00% | −40−8.4% | Reduced |
| Quarry LP | 521 | $41.1K | 0.01% | +521 | New |
| HM Payson & Co | 528 | $41.6K | 0.00% | +150+39.7% | Added |
| Global Retirement Partners, LLC | 662 | $52.2K | 0.00% | +662 | New |
| Huntington National Bank | 682 | $53.8K | 0.00% | +148+27.7% | Added |
| Tema ETFs LLC | 713 | $56.2K | 0.00% | −247−25.7% | Reduced |
| MB, Levis & Associates, LLC | 722 | $56.9K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 730 | $57.5K | 0.00% | +730 | New |
| STRS Ohio | 830 | $65.4K | 0.00% | −138−14.3% | Reduced |
| Rothschild Investment LLC | 907 | $71.5K | 0.00% | +878+3,027.6% | Added |
| Parallel Advisors, LLC | 934 | $73.6K | 0.00% | +765+452.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 955 | $75.0K | 0.01% | +955 | New |
| Essential Partners LLC | 976 | $76.9K | 0.04% | +966+9,660.0% | Added |
| Nisa Investment Advisors, LLC | 982 | $77.9K | 0.00% | +416+73.5% | Added |
| Signaturefd, LLC | 991 | $78.1K | 0.00% | +351+54.8% | Added |
| Leonteq Securities AG | 1,004 | $79.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,010 | $79.7K | 0.00% | +288+39.9% | Added |
| Vestcor Inc | 1,043 | $82.0K | 0.00% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 1,080 | $85.1K | 0.03% | +1,080 | New |