Запись по ценной бумаге · архивный квартал
HLNE
Hamilton Lane Incorporated · Financial Services · Asset Management
116Отслеживаемые держатели
-4Δ держателей
29.53MАкций в держании
$2.94BОтчётная стоимость
+6Новые позиции
−11Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -3.3% ·
поток акций +3.5% ·
новые чистые позиции -4.3%
· формула
Концентрированное накопление: рост долей при сокращении числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 4.08M | -0.1% | $405.15M | 0.0% | ▼ Trim | 4 | SEC ↗ ×17 |
| 2 | Kayne Anderson Rudnick Investment… | 3.42M | +25.2% | $339.47M | 1.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Vanguard Capital Management Llc | 1.78M | n/a | $177.35M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (пассивный) | 1.32M | +1.9% | $131.82M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Millennium Management ✦ | 1.22M | +4485.4% | $121.60M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 6 | Principal Financial Group Inc | 1.10M | +1.7% | $109.72M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Geode Capital Management ✦ (пассивный) | 1.05M | -1.8% | $104.39M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 8 | Janus Henderson Group Plc | 905.66K | +12.9% | $90.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Morgan Stanley ✦ | 725.27K | +25.2% | $72.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×13 |
| 10 | Neuberger Berman Group LLC | 710.75K | +17.6% | $70.65M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Dimensional Fund Advisors Lp | 678.58K | +1.8% | $67.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 12 | Clearbridge Investments, LLC | 668.69K | +0.9% | $66.47M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Balyasny Asset Management L.P. | 654.58K | -13.4% | $65.07M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 646.10K | +46.0% | $64.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 15 | Capital World Investors ✦ | 640.78K | -2.0% | $63.69M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 16 | Raymond James Financial Inc | 605.53K | +4.8% | $60.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 17 | Invesco Ltd. | 526.78K | -1.0% | $52.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 18 | UBS Group AG | 513.25K | -13.0% | $51.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | American Century Companies Inc | 443.23K | -10.1% | $44.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 431.17K | +79.1% | $42.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 21 | Northern Trust Corp | 429.50K | +7.1% | $42.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 22 | Sei Investments Co | 406.43K | +37.4% | $40.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Bank Of America Corp /De/ | 367.82K | -3.4% | $36.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 24 | Envestnet Asset Management Inc | 366.53K | +31.8% | $36.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Federated Hermes, Inc. | 353.12K | -52.1% | $35.10M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 26 | BNP Paribas Asset Management… | 350.51K | +52.1% | $34.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | Manufacturers Life Insurance… | 335.90K | +1039.7% | $33.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Charles Schwab Investment… | 320.60K | +6.2% | $31.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 307.73K | +3.2% | $30.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×15 |
| 30 | JPMorgan Chase ✦ | 233.12K | -12.8% | $22.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 31 | Goldman Sachs Group ✦ | 220.13K | +311.7% | $21.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 32 | Nomura Asset Management… | 199.57K | -56.6% | $19.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Adage Capital Partners ✦ | 186.84K | +60.0% | $18.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Nuveen, LLC | 164.11K | -6.8% | $16.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 35 | Massachusetts Financial Services Co… | 157.96K | -44.9% | $15.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | Renaissance Technologies ✦ | 157.43K | -1.1% | $15.65M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 37 | Royal Bank Of Canada | 148.91K | +33.3% | $14.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 38 | Citigroup Inc | 147.65K | +18.0% | $14.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Franklin Resources Inc | 144.17K | Новый | $14.33M | 0.0% | New | 1 | SEC ↗ ×3 |
| 40 | Stifel Financial Corp | 113.15K | +45.2% | $11.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | Rhumbline Advisers | 107.71K | +1.8% | $10.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Man Group plc | 107.02K | +19.2% | $10.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | Russell Investments Group, Ltd. | 93.93K | +10.3% | $9.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 44 | Wellington Management ✦ | 93.56K | -69.0% | $9.30M | 0.0% | ▼ Trim | 8 | SEC ↗ ×4 |
| 45 | FIL Ltd | 93.24K | -45.4% | $9.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Danske Bank A/S | 84.46K | +341.6% | $8.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 47 | Swiss National Bank | 82.60K | +0.5% | $8.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 79.70K | -4.3% | $7.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 49 | Caisse De Depot Et Placement Du… | 79.36K | Новый | $7.89M | 0.0% | New | 1 | SEC ↗ |
| 50 | Legal & General Group Plc | 75.42K | -8.9% | $7.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 51 | Alliancebernstein L.P. | 48.81K | +8.9% | $6.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Two Sigma Investments ✦ | 63.09K | -35.0% | $6.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 53 | Point72 Asset Management ✦ | 58.75K | +37.8% | $5.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 54 | Canada Pension Plan Investment Board | 58.70K | -37.4% | $5.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | California Public Employees… | 58.03K | -12.5% | $5.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Quantinno Capital Management LP | 56.56K | +237.5% | $5.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | State Of Wisconsin Investment Board | 53.36K | +2264.2% | $5.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | LPL Financial LLC | 52.32K | -1.7% | $5.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | New York State Common Retirement… | 49.37K | -60.6% | $4.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | California State Teachers… | 49.01K | +24.2% | $4.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Arrowstreet Capital ✦ | 47.73K | Новый | $4.74M | 0.0% | New | 1 | SEC ↗ |
| 62 | Holocene Advisors, LP | 45.70K | +65.8% | $4.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Susquehanna International Group, Llp | 45.54K | Новый | $4.53M | 0.0% | New | 1 | SEC ↗ ×2 |
| 64 | Allspring Global Investments… | 45.02K | +1.2% | $4.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 65 | Tudor Investment Corp Et Al | 40.34K | -83.7% | $4.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | T. Rowe Price ✦ | 39.13K | -61.0% | $3.89M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 67 | Truist Financial Corp | 34.18K | +27.8% | $3.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 68 | Universal- Beteiligungs- und… | 31.80K | -17.9% | $3.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Jane Street Group, Llc | 30.53K | -47.7% | $3.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 70 | Cerity Partners LLC | 30.36K | +13.1% | $3.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 71 | Corient Private Wealth LP | 29.42K | +593.9% | $2.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | AQR Capital Management ✦ | 27.25K | -33.5% | $2.71M | 0.0% | ▼ Trim | 8 | SEC ↗ ×4 |
| 73 | Citadel Advisors ✦ | 24.96K | -96.7% | $2.48M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 74 | Prudential Financial Inc | 24.84K | +683.6% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 75 | Amundi | 24.17K | +18.9% | $2.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Barclays Plc | 23.49K | -33.0% | $2.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 77 | Cetera Investment Advisers | 23.39K | +19.1% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Qube Research & Technologies Ltd | 22.91K | Новый | $2.28M | 0.0% | New | 1 | SEC ↗ |
| 79 | Creative Planning | 20.89K | -4.8% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Hsbc Holdings Plc | 20.64K | +52.8% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 81 | Fifth Third Bancorp | 18.58K | +5497.0% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | State Board Of Administration Of… | 18.55K | 0.0% | $1.84M | 0.0% | Held | 2 | SEC ↗ |
| 83 | Td Asset Management Inc | 16.68K | -31.7% | $1.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Jones Financial Companies Lllp | 15.78K | +15839.4% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | National Bank Of Canada /Fi/ | 13.77K | +141.3% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 86 | First Trust Advisors Lp | 10.95K | +222.0% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Zurcher Kantonalbank (Zurich… | 10.66K | +20.8% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Bridgewater Associates ✦ | 10.23K | +97.6% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Victory Capital Management Inc | 9.94K | +6.5% | $988,434 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Tidal Investments LLC | 9.88K | +81.2% | $982,072 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 91 | Pictet Asset Management Holding SA | 6.56K | +5.9% | $651,766 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Bnp Paribas Financial Markets | 6.38K | -95.2% | $634,371 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Pacer Advisors, Inc. | 5.99K | -0.1% | $595,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Blair William & Co/Il | 5.75K | -79.6% | $571,321 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Mml Investors Services, Llc | 5.42K | -1.4% | $538,649 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Osaic Holdings, Inc. | 5.11K | +3.3% | $508,566 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 97 | Fidelity (FMR) ✦ | 4.86K | +49.9% | $483,219 | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 98 | Pnc Financial Services Group, Inc. | 4.58K | +16.2% | $455,273 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 99 | Aviva Plc | 4.09K | +6.4% | $406,944 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Connor, Clark & Lunn Investment… | 4.06K | -47.6% | $403,962 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Franklin Resources Inc | $14.33M | 0.0% |
| Caisse De Depot Et Placement… | $7.89M | 0.0% |
| Arrowstreet Capital | $4.74M | 0.0% |
| Susquehanna International… | $4.53M | 0.0% |
| Qube Research & Technologies… | $2.28M | 0.0% |
Закрыто
| Norges Bank | $68.66M | составлял 0.0% |
| Artisan Partners Limited… | $38.79M | составлял 0.1% |
| Marshall Wace | $21.05M | составлял 0.0% |
| Squarepoint Ops LLC | $16.52M | составлял 0.0% |
| Healthcare Of Ontario Pension… | $6.51M | составлял 0.0% |
| Bank Of Nova Scotia | $4.37M | составлял 0.0% |
| Hrt Financial Lp | $2.22M | составлял 0.0% |
| Captrust Financial Advisors | $248,205 | составлял 0.0% |
| ProShare Advisors LLC | $220,403 | составлял 0.0% |
| Nomura Asset Management Co Ltd | $13,162 | составлял 0.0% |
| Toronto Dominion Bank | $134 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 383 держатели, 42.19M акции, $3.92B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
May 29
SC 13D/A: HLA INVESTMENTS LLC
27.6% класса · Просмотреть оригинальную форму SEC ↗
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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