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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 7,373 | $581.2K | 0.01% | −9,724−56.9% | Reduced |
| Captrust Financial Advisors | 7,312 | $576.4K | 0.00% | +7,312 | New |
| Bridgefront Capital, LLC | 7,277 | $573.6K | 0.15% | +7,277 | New |
| Morningstar Investment Management LLC | 5,726 | $569.2K | 0.04% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 6,599 | $520.2K | 0.12% | +6,599 | New |
| Pictet Asset Management Holding SA | 6,557 | $516.9K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 6,508 | $513.0K | 0.00% | +1,089+20.1% | Added |
| Harbor Capital Advisors, Inc. | 6,370 | $502.0K | 0.03% | −34−0.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 6,092 | $480.2K | 0.10% | +6,092 | New |
| Summit Trail Advisors, LLC | 6,055 | $477.3K | 0.01% | +2,418+66.5% | Added |
| US Bancorp | 5,967 | $470.4K | 0.00% | +4,908+463.5% | Added |
| Bamco Inc | 5,884 | $463.8K | 0.00% | +1,884+47.1% | Added |
| Advisor Group Holdings, Inc. | 5,653 | $445.7K | 0.00% | +539+10.5% | Added |
| Baird Financial Group, Inc. | 5,506 | $434.0K | 0.00% | +5,506 | New |
| Aviva PLC | 5,460 | $430.4K | 0.00% | +1,366+33.4% | Added |
| Toroso Investments, LLC | 5,387 | $424.7K | 0.00% | −4,493−45.5% | Reduced |
| FMR LLC | 5,337 | $420.7K | 0.00% | +476+9.8% | Added |
| Verdence Capital Advisors LLC | 5,103 | $402.3K | 0.02% | +5,103 | New |
| Keebeck Wealth Management, LLC | 4,994 | $396.8K | 0.04% | −5,026−50.2% | Reduced |
| Xponance, Inc. | 4,825 | $380.4K | 0.00% | −2,720−36.1% | Reduced |
| Evergreen Capital Management LLC | 4,776 | $379.3K | 0.01% | +4,776 | New |
| New Age Alpha Advisors, LLC | 4,748 | $374.3K | 0.02% | −112−2.3% | Reduced |
| Quadrature Capital Ltd | 4,625 | $364.6K | 0.00% | +4,625 | New |
| Pacer Advisors, Inc. | 4,602 | $363.0K | 0.00% | −1,387−23.2% | Reduced |
| Lecap Asset Management Ltd | 4,523 | $356.5K | 0.15% | −9,695−68.2% | Reduced |
| JustInvest LLC | 4,510 | $355.5K | 0.00% | +1,518+50.7% | Added |
| Public Employees Retirement Association of Colorado | 4,421 | $349.0K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 4,414 | $348.0K | 0.01% | +4,414 | New |
| Inceptionr LLC | 4,405 | $347.2K | 0.09% | +1,030+30.5% | Added |
| Acadian Asset Management LLC | 4,274 | $336.0K | 0.00% | +4,274 | New |
| Merit Financial Group, LLC | 4,126 | $325.2K | 0.00% | +4,126 | New |
| Presilium Private Wealth, LLC | 4,058 | $319.9K | 0.05% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,008 | $318.1K | 0.01% | −267−6.2% | Reduced |
| State of Alaska, Department of Revenue | 4,004 | $315.0K | 0.00% | −63−1.5% | Reduced |
| EntryPoint Capital, LLC | 3,819 | $301.1K | 0.07% | +3,819 | New |
| Dynamic Technology Lab Private Ltd | 3,810 | $300.0K | 0.07% | +520+15.8% | Added |
| Tower Research Capital LLC (TRC) | 3,758 | $296.2K | 0.01% | +2,427+182.3% | Added |
| Park Avenue Securities LLC | 3,674 | $290.0K | 0.00% | −14−0.4% | Reduced |
| Mirabella Financial Services LLP | 3,674 | $289.6K | 0.03% | −2,791−43.2% | Reduced |
| Sequoia Financial Advisors, LLC | 3,654 | $288.0K | 0.00% | +3,654 | New |
| National Bank of Canada | 3,653 | $287.9K | 0.00% | −10,113−73.5% | Reduced |
| Northstar Asset Management LLC | 3,450 | $286.9K | 0.05% | +300+9.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,637 | $286.7K | 0.00% | +3,637 | New |
| Oxford Asset Management LLP | 3,607 | $284.3K | 0.14% | +3,607 | New |
| Bessemer Group Inc | 3,594 | $283.0K | 0.00% | −117,429−97.0% | Reduced |
| RMB Capital Management, LLC | 3,569 | $282.5K | 0.00% | +3,569 | New |
| Graham Capital Management, L.P. | 3,469 | $273.5K | 0.01% | +3,469 | New |
| Allegheny Financial Group LTD | 3,448 | $271.8K | 0.03% | +3,448 | New |
| Coldstream Capital Management Inc | 3,419 | $269.5K | 0.00% | +593+21.0% | Added |
| Brighton Jones LLC | 3,414 | $269.1K | 0.01% | +3,414 | New |
| Snowden Capital Advisors LLC | 3,305 | $262.1K | 0.01% | +306+10.2% | Added |
| Securian Asset Management, Inc | 3,030 | $260.1K | 0.01% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 3,421 | $256.6K | 0.03% | +3,421 | New |
| Blair William & Co | 3,253 | $256.4K | 0.00% | −2,495−43.4% | Reduced |
| CWM Advisors, LLC | 3,243 | $255.6K | 0.01% | +3,243 | New |
| SummitTX Capital, L.P. | 3,162 | $249.3K | 0.01% | +3,162 | New |
| Federated Hermes, Inc. | 3,157 | $248.9K | 0.00% | −349,964−99.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,110 | $245.2K | 0.00% | −303−8.9% | Reduced |
| Concurrent Investment Advisors, LLC | 3,104 | $244.7K | 0.00% | +876+39.3% | Added |
| Davenport & Co LLC | 3,083 | $243.0K | 0.00% | +49+1.6% | Added |
| Caitlin John, LLC | 3,080 | $242.8K | 0.13% | +858+38.6% | Added |
| Voya Investment Management LLC | 3,005 | $236.9K | 0.00% | −597−16.6% | Reduced |
| Apollon Wealth Management, LLC | 2,750 | $216.8K | 0.00% | +2,750 | New |
| Crossmark Global Holdings, Inc. | 2,737 | $215.8K | 0.00% | +146+5.6% | Added |
| Callan Family Office, LLC | 2,737 | $215.8K | 0.00% | +2,737 | New |
| Chicago Partners Investment Group LLC | 2,651 | $215.2K | 0.00% | +2,651 | New |
| Rockefeller Capital Management L.P. | 2,649 | $208.9K | 0.00% | +699+35.8% | Added |
| Swiss Life Asset Management Ltd | 2,597 | $204.7K | 0.00% | +209+8.8% | Added |
| Tokio Marine Asset Management Co Ltd | 2,420 | $190.8K | 0.01% | +200+9.0% | Added |
| Ensign Peak Advisors, Inc | 2,399 | $189.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,391 | $188.5K | 0.00% | +1,917+404.4% | Added |
| Ronald Blue Trust, Inc. | 1,819 | $143.4K | 0.00% | +1,068+142.2% | Added |
| Hantz Financial Services, Inc. | 1,738 | $137.0K | 0.00% | +419+31.8% | Added |
| The PNC Financial Services Group, Inc. | 1,648 | $129.9K | 0.00% | −2,932−64.0% | Reduced |
| KBC Group NV | 1,596 | $126.0K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,576 | $124.2K | 0.00% | −1,915−54.9% | Reduced |
| Assetmark, Inc | 1,551 | $122.3K | 0.00% | +406+35.5% | Added |
| International Assets Investment Management, LLC | 1,517 | $119.3K | 0.01% | +14+0.9% | Added |
| Liontrust Investment Partners LLP | 1,512 | $119.2K | 0.00% | −991−39.6% | Reduced |
| Brown Brothers Harriman & Co | 1,368 | $107.8K | 0.00% | −43−3.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,330 | $104.8K | 0.00% | −570−30.0% | Reduced |
| Allworth Financial LP | 1,171 | $92.3K | 0.00% | +1,002+592.9% | Added |
| Custom Index Systems, LLC | 1,080 | $85.1K | 0.03% | +1,080 | New |
| Vestcor Inc | 1,043 | $82.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,010 | $79.7K | 0.00% | +288+39.9% | Added |
| Leonteq Securities AG | 1,004 | $79.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 991 | $78.1K | 0.00% | +351+54.8% | Added |
| Nisa Investment Advisors, LLC | 982 | $77.9K | 0.00% | +416+73.5% | Added |
| Essential Partners LLC | 976 | $76.9K | 0.04% | +966+9,660.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 955 | $75.0K | 0.01% | +955 | New |
| Parallel Advisors, LLC | 934 | $73.6K | 0.00% | +765+452.7% | Added |
| Rothschild Investment LLC | 907 | $71.5K | 0.00% | +878+3,027.6% | Added |
| STRS Ohio | 830 | $65.4K | 0.00% | −138−14.3% | Reduced |
| Harbor Investment Advisory, LLC | 730 | $57.5K | 0.00% | +730 | New |
| MB, Levis & Associates, LLC | 722 | $56.9K | 0.02% | 00.0% | Unchanged |
| Tema ETFs LLC | 713 | $56.2K | 0.00% | −247−25.7% | Reduced |
| Huntington National Bank | 682 | $53.8K | 0.00% | +148+27.7% | Added |
| Global Retirement Partners, LLC | 662 | $52.2K | 0.00% | +662 | New |
| HM Payson & Co | 528 | $41.6K | 0.00% | +150+39.7% | Added |
| Quarry LP | 521 | $41.1K | 0.01% | +521 | New |