HLNE
Hamilton Lane Incorporated · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +18.2% ·
share flow +10.0% ·
net new positions +15.4%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | +1 | 15.26K | $1.31M | +1 | n/a |
| Q2 2026 | 111 | -3 | 32.27M | $2.54B | +9 | −11 |
| Q1 2026 | 116 | -4 | 29.53M | $2.94B | +6 | −11 |
| Q4 2025 | 121 | 0 | 30.97M | $4.16B | +2 | −1 |
| Q3 2025 | 20 | +2 | 16.13M | $2.17B | +2 | −1 |
| Q2 2025 | 16 | +4 | 15.00M | $2.13B | +4 | n/a |
| Q1 2025 | 9 | -4 | 6.65M | $989.59M | n/a | −4 |
| Q4 2024 | 13 | +2 | 6.56M | $971.69M | +2 | n/a |
| Q3 2024 | 10 | -1 | 4.46M | $751.53M | n/a | −1 |
| Q2 2024 | 11 | n/a | 4.87M | $601.55M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 1.61M | -7.4% | $238.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | State Street Global Advisors ✦ (passive) | 1.50M | n/a | $222.87M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 1.29M | +229.7% | $191.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Geode Capital Management ✦ (passive) | 1.15M | +4.1% | $170.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Norges Bank ✦ (passive) | 465.44K | +23.0% | $68.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Capital World Investors ✦ | 264.02K | -0.5% | $39.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 94.03K | +64.6% | $13.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Arrowstreet Capital ✦ | 84.34K | New | $12.49M | 0.0% | New | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 58.87K | -88.2% | $8.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | AQR Capital Management ✦ | 19.85K | +75.4% | $2.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Point72 Asset Management ✦ | 8.08K | New | $1.20M | 0.0% | New | 1 | SEC ↗ |
| 12 | Bridgewater Associates ✦ | 5.29K | -2.6% | $782,444 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Millennium Management ✦ | 1.71K | -70.7% | $253,314 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Arrowstreet Capital | $12.49M | 0.0% |
| Point72 Asset Management | $1.20M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 383 holders, 42.19M shares, $3.92B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
27.6% of class · View original SEC filing ↗