HLNE
Hamilton Lane Incorporated · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth -30.0% ·
share flow +1.4% ·
net new positions -20.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| 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 ✦ | 1.70M | +5.5% | $253.03M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 2 | State Street Global Advisors ✦ (passive) | 1.55M | +3.6% | $231.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 1.37M | +5.9% | $203.44M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Geode Capital Management ✦ (passive) | 1.23M | +7.2% | $183.37M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Norges Bank ✦ (passive) | 386.67K | -16.9% | $57.49M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Capital World Investors ✦ | 274.84K | +4.1% | $40.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 71.63K | -23.8% | $10.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 48.84K | -17.0% | $7.26M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 9 | AQR Capital Management ✦ | 11.92K | -40.0% | $1.71M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Arrowstreet Capital | $12.49M | was 0.0% |
| Point72 Asset Management | $1.20M | was 0.0% |
| Bridgewater Associates | $782,444 | was 0.0% |
| Millennium Management | $253,314 | was 0.0% |
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 ↗