HLNE
Hamilton Lane Incorporated · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow -1.8% ·
net new positions +5.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 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 | BlackRock ✦ (passive) | 4.03M | -4.7% | $543.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×14 |
| 2 | The Vanguard Group ✦ (passive) | 3.72M | -1.8% | $501.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passive) | 1.28M | -4.6% | $172.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 1.23M | +77.1% | $166.23M | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 5 | Wellington Management ✦ | 1.09M | -22.7% | $147.01M | 0.0% | ▼ Trim | 6 | SEC ↗ ×5 |
| 6 | Geode Capital Management ✦ (passive) | 1.07M | +4.5% | $144.07M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | Millennium Management ✦ | 1.06M | +418.8% | $142.95M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 859.99K | n/a | $115.92M | 0.0% | n/c | 1 | SEC ↗ ×20 |
| 9 | Morgan Stanley ✦ | 651.33K | n/a | $87.79M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 10 | Capital World Investors ✦ | 524.68K | +8.4% | $70.72M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 250.33K | n/a | $33.74M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Renaissance Technologies ✦ | 175.53K | +2.0% | $23.66M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 53.86K | +96.0% | $7.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 46.39K | -96.3% | $6.25M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 15 | Marshall Wace ✦ | 35.82K | New | $4.83M | 0.0% | New | 1 | SEC ↗ ×2 |
| 16 | Point72 Asset Management ✦ | 21.10K | +75.7% | $2.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bridgewater Associates ✦ | 12.24K | New | $1.65M | 0.0% | New | 1 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 11.38K | +124.1% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 5.08K | +0.6% | $685,169 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 20 | AQR Capital Management ✦ | 4.50K | -48.3% | $606,163 | 0.0% | ▼ Trim | 6 | SEC ↗ ×4 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $4.83M | 0.0% |
| Bridgewater Associates | $1.65M | 0.0% |
Exited
| Norges Bank | $46.64M | 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 ↗