Security record · archived quarter
HLNE
Hamilton Lane Incorporated · Financial Services · Asset Management
121Tracked holders
0Δ holders
30.97MShares held
$4.16BReported value
+2New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -7.8% · net new positions +0.8% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| 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 |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 4.08M | +1.2% | $547.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×16 |
| 2 | The Vanguard Group ✦ (passive) | 3.70M | -0.6% | $496.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 3 | Kayne Anderson Rudnick Investment… | 2.73M | n/a | $366.38M | 1.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | State Street Global Advisors ✦ (passive) | 1.29M | +1.4% | $174.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | Principal Financial Group Inc | 1.09M | n/a | $145.84M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 6 | Geode Capital Management ✦ (passive) | 1.07M | 0.0% | $143.56M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 7 | Janus Henderson Group Plc | 802.00K | n/a | $107.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Balyasny Asset Management L.P. | 756.15K | n/a | $101.56M | 0.2% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 755.37K | -38.8% | $101.45M | 0.1% | ▼ Trim | 7 | SEC ↗ ×2 |
| 10 | Federated Hermes, Inc. | 737.90K | n/a | $99.11M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 11 | Dimensional Fund Advisors Lp | 666.46K | n/a | $89.52M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 12 | Clearbridge Investments, LLC | 662.92K | n/a | $89.04M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Capital World Investors ✦ | 653.72K | +24.6% | $87.80M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 14 | Neuberger Berman Group LLC | 604.31K | n/a | $81.16M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 15 | UBS Group AG | 590.20K | n/a | $79.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Morgan Stanley ✦ | 579.23K | -11.1% | $77.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×12 |
| 17 | Raymond James Financial Inc | 577.59K | n/a | $77.79M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 18 | Invesco Ltd. | 532.27K | n/a | $71.49M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 19 | Norges Bank ✦ (passive) | 511.18K | New | $68.66M | 0.0% | New | 1 | SEC ↗ |
| 20 | American Century Companies Inc | 493.25K | n/a | $66.25M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Nomura Asset Management… | 460.35K | n/a | $61.83M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 442.62K | n/a | $59.45M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 23 | Northern Trust Corp | 401.14K | n/a | $53.88M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 24 | Bank Of America Corp /De/ | 380.83K | n/a | $51.15M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 25 | Charles Schwab Investment… | 302.02K | n/a | $40.56M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wellington Management ✦ | 301.70K | -72.3% | $40.52M | 0.0% | ▼ Trim | 7 | SEC ↗ ×4 |
| 27 | Bank of New York Mellon Corp | 298.06K | n/a | $40.03M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 28 | Sei Investments Co | 295.81K | n/a | $39.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Artisan Partners Limited Partnership | 288.83K | n/a | $38.79M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Massachusetts Financial Services Co… | 286.70K | n/a | $38.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Envestnet Asset Management Inc | 278.15K | n/a | $37.36M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 267.36K | -68.9% | $35.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 33 | Tudor Investment Corp Et Al | 247.14K | n/a | $33.19M | 0.2% | n/c | 1 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 240.80K | n/a | $32.34M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 35 | BNP Paribas Asset Management… | 230.49K | n/a | $30.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | Nuveen, LLC | 176.02K | n/a | $23.64M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | FIL Ltd | 170.61K | n/a | $22.91M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Renaissance Technologies ✦ | 159.23K | -9.3% | $21.39M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 39 | Marshall Wace ✦ | 156.72K | +337.6% | $21.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | Bnp Paribas Financial Markets | 134.32K | n/a | $18.04M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | New York State Common Retirement… | 125.30K | n/a | $16.83M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Citigroup Inc | 125.15K | n/a | $16.81M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 43 | Squarepoint Ops LLC | 123.00K | n/a | $16.52M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Adage Capital Partners ✦ | 116.74K | New | $15.68M | 0.0% | New | 1 | SEC ↗ |
| 45 | Royal Bank Of Canada | 111.74K | n/a | $15.01M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 46 | Rhumbline Advisers | 105.86K | n/a | $14.22M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | T. Rowe Price ✦ | 100.38K | +116.4% | $13.48M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 48 | Two Sigma Investments ✦ | 97.08K | +753.4% | $13.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Canada Pension Plan Investment Board | 93.70K | n/a | $12.58M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Man Group plc | 89.81K | n/a | $12.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Russell Investments Group, Ltd. | 85.17K | n/a | $11.44M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 52 | UBS AM, a distinct business unit of… | 83.31K | n/a | $11.19M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 53 | Legal & General Group Plc | 82.77K | n/a | $11.12M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 54 | Swiss National Bank | 82.20K | n/a | $11.04M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Stifel Financial Corp | 77.91K | n/a | $10.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 56 | California Public Employees… | 66.31K | n/a | $8.91M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Jane Street Group, Llc | 58.32K | n/a | $7.83M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 58 | Goldman Sachs Group ✦ | 53.47K | -78.6% | $7.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 59 | LPL Financial LLC | 53.22K | n/a | $7.15M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Healthcare Of Ontario Pension Plan… | 48.50K | n/a | $6.51M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Allspring Global Investments… | 44.50K | n/a | $6.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 62 | Alliancebernstein L.P. | 44.83K | n/a | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Point72 Asset Management ✦ | 42.65K | +102.1% | $5.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 40.95K | +810.5% | $5.50M | 0.0% | ▲ Add | 7 | SEC ↗ ×5 |
| 65 | California State Teachers… | 39.45K | n/a | $5.30M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Universal- Beteiligungs- und… | 38.72K | n/a | $5.21M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Barclays Plc | 35.05K | n/a | $4.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 68 | Bank Of Nova Scotia | 32.52K | n/a | $4.37M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Manufacturers Life Insurance… | 29.47K | n/a | $3.96M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Blair William & Co/Il | 28.15K | n/a | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Holocene Advisors, LP | 27.56K | n/a | $3.70M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Cerity Partners LLC | 26.84K | n/a | $3.60M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 73 | Truist Financial Corp | 26.74K | n/a | $3.59M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 74 | Millennium Management ✦ | 26.68K | -97.5% | $3.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Td Asset Management Inc | 24.40K | n/a | $3.28M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Creative Planning | 21.94K | n/a | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Amundi | 20.33K | n/a | $2.73M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Cetera Investment Advisers | 19.64K | n/a | $2.64M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Danske Bank A/S | 19.12K | n/a | $2.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 80 | State Board Of Administration Of… | 18.55K | n/a | $2.49M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Quantinno Capital Management LP | 16.76K | n/a | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Hrt Financial Lp | 16.52K | n/a | $2.22M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Hsbc Holdings Plc | 13.51K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 84 | Ensign Peak Advisors, Inc | 10.91K | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Victory Capital Management Inc | 9.34K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Zurcher Kantonalbank (Zurich… | 8.82K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Connor, Clark & Lunn Investment… | 7.76K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Mirae Asset Global Investments Co.… | 7.55K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Pictet Asset Management Holding SA | 6.19K | n/a | $831,513 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Pacer Advisors, Inc. | 6.00K | n/a | $805,188 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | National Bank Of Canada /Fi/ | 5.70K | n/a | $764,941 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Mml Investors Services, Llc | 5.50K | n/a | $738,324 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Tidal Investments LLC | 5.45K | n/a | $732,124 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 94 | Bridgewater Associates ✦ | 5.18K | -57.7% | $695,591 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Osaic Holdings, Inc. | 4.95K | n/a | $665,428 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 96 | Corient Private Wealth LP | 4.24K | n/a | $569,927 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 97 | Wealth Enhancement Advisory… | 3.72K | n/a | $546,238 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Bank Of Montreal /Can/ | 4.03K | n/a | $540,867 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 99 | Pnc Financial Services Group, Inc. | 3.94K | n/a | $529,462 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 100 | Aviva Plc | 3.85K | n/a | $516,825 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $68.66M | 0.0% |
| Adage Capital Partners | $15.68M | 0.0% |
Exited
| D. E. Shaw & Co. | $7.26M | 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.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
May 29
SC 13D/A: HLA INVESTMENTS LLC
27.6% of class · View original SEC filing ↗
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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