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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 438 | $35.3K | 0.00% | −40−8.4% | Reduced |
| GAMMA Investing LLC | 438 | $34.5K | 0.00% | −178−28.9% | Reduced |
| IFP Advisors, Inc | 419 | $33.0K | 0.00% | +322+332.0% | Added |
| Larson Financial Group LLC | 277 | $21.8K | 0.00% | +245+765.6% | Added |
| Caitong International Asset Management Co., Ltd | 255 | $20.1K | 0.00% | +241+1,721.4% | Added |
| Steward Partners Investment Advisory, LLC | 232 | $18.3K | 0.00% | −546−70.2% | Reduced |
| SBI Securities Co., Ltd. | 231 | $18.2K | 0.00% | +212+1,115.8% | Added |
| Cornerstone Planning Group LLC | 219 | $17.8K | 0.00% | +20+10.1% | Added |
| Smartleaf Asset Management LLC | 218 | $16.4K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 160 | $15.9K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 194 | $15.3K | 0.00% | +191+6,366.7% | Added |
| Covestor Ltd | 185 | $15.0K | 0.01% | −148−44.4% | Reduced |
| Private Trust Co NA | 188 | $14.8K | 0.00% | −23−10.9% | Reduced |
| Umb Bank N A | 172 | $13.6K | 0.00% | −75−30.4% | Reduced |
| Centerpoint Advisors, LLC | 162 | $13.0K | 0.00% | −1−0.6% | Reduced |
| ZRC Wealth Management, LLC | 161 | $12.7K | 0.00% | +110+215.7% | Added |
| Clearstead Advisors, LLC | 158 | $12.5K | 0.00% | +79+100.0% | Added |
| Penserra Capital Management LLC | 164 | $12.0K | 0.00% | +62+60.8% | Added |
| Philadelphia Investment Partners, LLC | 150 | $11.9K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 133 | $10.5K | 0.00% | +133 | New |
| Parkside Financial Bank & Trust | 132 | $10.4K | 0.00% | +103+355.2% | Added |
| Entrust Financial LLC | 124 | $9.78K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 117 | $9.65K | 0.00% | +12+11.4% | Added |
| Millstone Evans Group, LLC | 122 | $9.62K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 122 | $9.61K | 0.00% | −2,392−95.1% | Reduced |
| CoreCap Advisors, LLC | 120 | $9.46K | 0.00% | +19+18.8% | Added |
| Massmutual Trust Co FSB | 116 | $9.14K | 0.00% | −13−10.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 111 | $8.83K | 0.00% | +16+16.8% | Added |
| Brown, Lisle/Cummings, Inc. | 111 | $8.75K | 0.00% | −45−28.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 110 | $8.67K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 108 | $8.51K | 0.00% | −159−59.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 100 | $7.88K | 0.00% | −269−72.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 67 | $6.70K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 63 | $4.97K | 0.00% | +47+293.8% | Added |
| Activest Wealth Management | 62 | $4.89K | 0.00% | +36+138.5% | Added |
| 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 |
| Eurizon Capital SGR S.p.A. | 58 | $4.35K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 51 | $4.02K | 0.00% | +51 | New |
| Ameriflex Group, Inc. | 48 | $3.78K | 0.00% | +48 | New |
| Bayban | 46 | $3.63K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 37 | $2.92K | 0.00% | −1−2.6% | Reduced |
| Colonial Trust Co | 36 | $2.87K | 0.00% | +1+2.9% | Added |
| Farmers & Merchants Investments Inc | 35 | $2.76K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 33 | $2.60K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 31 | $2.44K | 0.00% | +31 | New |
| Private Wealth Asset Management, LLC | 27 | $2.13K | 0.00% | +27 | New |
| True Wealth Design, LLC | 26 | $2.05K | 0.00% | +26 | New |
| Mather Group, LLC. | 25 | $1.97K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 24 | $1.89K | 0.00% | −8−25.0% | Reduced |
| Financial Network Wealth Advisors LLC | 21 | $1.68K | 0.00% | −14−40.0% | Reduced |
| Sunrise Financial Services, LLC | 21 | $1.66K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 20 | $1.58K | 0.00% | −14−41.2% | Reduced |
| Highline Wealth Partners LLC | 20 | $1.58K | 0.00% | +20 | New |
| WPG Advisers, LLC | 14 | $1.10K | 0.00% | +13+1,300.0% | Added |
| Silver Grove Financial Group, Inc. | 13 | $1.02K | 0.00% | +13 | New |
| CX Institutional | 13 | $1.00K | 0.00% | −106−89.1% | Reduced |
| JFS Wealth Advisors, LLC | 12 | $949 | 0.00% | −6−33.3% | Reduced |
| Albion Financial Group | 12 | $946 | 0.00% | −17−58.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 11 | $867 | 0.00% | +3+37.5% | Added |
| Wealth Enhancement Trust Services, Inc. | 11 | $867 | 0.00% | +11 | New |
| Quent Capital, LLC | 10 | $788 | 0.00% | +1+11.1% | Added |
| SHP Wealth Management | 10 | $788 | 0.00% | +7+233.3% | Added |
| MidFirst Bank | 9 | $709 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| DiNuzzo Private Wealth, Inc. | 5 | $395 | 0.00% | −1−16.7% | Reduced |
| HFM Investment Advisors, LLC | 4 | $316 | 0.00% | +4 | New |
| Creative Capital Management Investments LLC | 4 | $315 | 0.00% | +4 | New |
| Cromwell Holdings LLC | 3 | $238 | 0.00% | −4−57.1% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $158 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 1 | $84 | 0.00% | −60−98.4% | Reduced |
| 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 |
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Champlain Investment Partners, LLC | 0 | $0 | 0.00% | −1,087,227−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −654,579−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −640,782−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −364,174−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −93,559−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −93,243−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −84,458−100.0% | Sold out |
| Argent Capital Management LLC | 0 | $0 | 0.00% | −55,236−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −45,022−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −40,132−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −24,840−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −22,568−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −21,114−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −16,830−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −16,676−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Point Nemo Capital, LLC | 0 | $0 | 0.00% | −11,442−100.0% | Sold out |
| Diversify Wealth Management, LLC | 0 | $0 | 0.00% | −11,604−100.0% | Sold out |