Security record
HLNE
Hamilton Lane Incorporated · Financial Services · Asset Management
111Tracked holders
-3Δ holders
32.27MShares held
$2.54BReported value
+9New positions
−11Exits
Momentum inputs (comparable managers):
holder breadth -2.6% ·
share flow +11.0% ·
net new positions -1.8%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
| Q1 2025 | 9 | -4 | 6.65M | $989.59M | — | −4 |
| Q4 2024 | 13 | +2 | 6.56M | $971.69M | +2 | — |
| Q3 2024 | 10 | -1 | 4.46M | $751.53M | — | −1 |
| Q2 2024 | 11 | — | 4.87M | $601.55M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 4.28M | +5.0% | $337.50M | 0.0% | ▲ Add | 5 | SEC ↗ ×18 |
| 2 | Kayne Anderson Rudnick Investment… | 3.05M | -10.6% | $240.67M | 0.7% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Vanguard Capital Management Llc | 1.79M | +0.6% | $141.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 1.36M | +2.8% | $107.66M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 1.20M | +4719.4% | $94.84M | 0.1% | ▲ Add | 9 | SEC ↗ ×2 |
| 6 | Geode Capital Management ✦ (passive) | 1.05M | -0.1% | $82.66M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 7 | Principal Financial Group Inc | 1.03M | -6.5% | $81.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | Morgan Stanley ✦ | 857.07K | +18.2% | $67.56M | 0.0% | ▲ Add | 4 | SEC ↗ ×11 |
| 9 | Qube Research & Technologies Ltd | 756.22K | +3200.5% | $59.61M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Dimensional Fund Advisors Lp | 675.52K | -0.5% | $53.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 11 | Raymond James Financial Inc | 620.36K | +2.5% | $48.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 12 | Adage Capital Partners ✦ | 613.93K | +228.6% | $48.40M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Millennium Management ✦ | 605.73K | -50.5% | $47.75M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | Clearbridge Investments, LLC | 598.23K | -10.5% | $47.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Arrowstreet Capital ✦ | 597.91K | +1152.8% | $47.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Marshall Wace ✦ | 590.88K | New | $46.58M | 0.0% | New | 1 | SEC ↗ ×3 |
| 17 | Bank Of America Corp /De/ | 586.53K | +59.5% | $46.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 18 | Invesco Ltd. | 580.34K | +10.2% | $45.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 19 | Wells Fargo & Company/Mn | 572.99K | -11.3% | $45.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 20 | AQR Capital Management ✦ | 511.47K | +1776.9% | $39.13M | 0.0% | ▲ Add | 9 | SEC ↗ ×5 |
| 21 | UBS Group AG | 494.61K | -3.6% | $38.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 22 | Norges Bank ✦ (passive) | 491.15K | New | $38.72M | 0.0% | New | 1 | SEC ↗ |
| 23 | Northern Trust Corp | 434.24K | +1.1% | $34.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 24 | BNP Paribas Asset Management… | 406.61K | +16.0% | $32.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Manufacturers Life Insurance… | 402.82K | +19.9% | $31.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Renaissance Technologies ✦ | 401.43K | +155.0% | $31.64M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 27 | American Century Companies Inc | 398.93K | -10.0% | $31.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Sei Investments Co | 371.62K | -8.6% | $29.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | Goldman Sachs Group ✦ | 362.61K | +64.7% | $28.58M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 30 | Point72 Asset Management ✦ | 357.54K | +508.6% | $28.18M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 353.14K | -3.6% | $27.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Charles Schwab Investment… | 325.10K | +1.4% | $25.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Man Group plc | 322.97K | +201.8% | $25.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 34 | Nomura Asset Management… | 310.15K | +55.4% | $24.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Squarepoint Ops LLC | 305.26K | New | $24.06M | 0.0% | New | 1 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 284.50K | -7.5% | $22.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×12 |
| 37 | JPMorgan Chase ✦ | 248.80K | +6.7% | $18.78M | 0.0% | ▲ Add | 4 | SEC ↗ ×11 |
| 38 | Ameriprise Financial Inc | 236.13K | -45.2% | $18.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 39 | Bnp Paribas Financial Markets | 223.31K | +3399.1% | $17.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Franklin Resources Inc | 193.12K | +34.0% | $15.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 41 | Citigroup Inc | 190.20K | +28.8% | $14.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 42 | Caisse De Depot Et Placement Du… | 190.10K | +139.5% | $14.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Jane Street Group, Llc | 189.53K | +520.9% | $14.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 44 | Two Sigma Investments ✦ | 186.80K | +196.1% | $14.73M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 45 | Amundi | 178.65K | +639.2% | $14.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Deutsche Bank Ag\ | 152.49K | +3673.6% | $12.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 47 | Royal Bank Of Canada | 152.12K | +2.2% | $11.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 48 | Hrt Financial Lp | 128.64K | New | $10.14M | 0.0% | New | 1 | SEC ↗ |
| 49 | Nuveen, LLC | 126.56K | -22.9% | $9.98M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 50 | Tudor Investment Corp Et Al | 114.72K | +184.4% | $9.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | LPL Financial LLC | 111.92K | +113.9% | $8.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Toronto Dominion Bank | 110.13K | New | $8.68M | 0.0% | New | 1 | SEC ↗ ×2 |
| 53 | Hsbc Holdings Plc | 110.76K | +436.5% | $8.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 54 | Stifel Financial Corp | 106.04K | -6.3% | $8.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 55 | Rhumbline Advisers | 100.96K | -6.3% | $7.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Swiss National Bank | 83.80K | +1.4% | $6.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Russell Investments Group, Ltd. | 80.65K | -14.1% | $6.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 58 | Legal & General Group Plc | 77.68K | +3.0% | $6.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 59 | UBS AM, a distinct business unit of… | 69.96K | -12.2% | $5.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 60 | Alliancebernstein L.P. | 50.87K | +4.2% | $5.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | First Trust Advisors Lp | 61.30K | +459.8% | $4.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Holocene Advisors, LP | 60.28K | +31.9% | $4.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | California Public Employees… | 58.69K | +1.1% | $4.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Creative Planning | 57.71K | +176.3% | $4.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 65 | New York State Common Retirement… | 54.70K | +10.8% | $4.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Jones Financial Companies Lllp | 54.40K | +244.8% | $4.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Universal- Beteiligungs- und… | 44.16K | +38.9% | $3.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | T. Rowe Price ✦ | 41.74K | +6.7% | $3.29M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 69 | Cerity Partners LLC | 32.36K | +6.6% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 70 | Truist Financial Corp | 31.01K | -9.3% | $2.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 71 | State Of Wisconsin Investment Board | 30.75K | -42.4% | $2.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Fifth Third Bancorp | 28.97K | +55.9% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Barclays Plc | 28.93K | +23.2% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 74 | Canada Pension Plan Investment Board | 25.60K | -56.4% | $2.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Quantinno Capital Management LP | 25.36K | -55.2% | $2.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Cetera Investment Advisers | 22.56K | -3.5% | $1.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | State Board Of Administration Of… | 18.22K | -1.8% | $1.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Mercer Global Advisors Inc /Adv | 15.62K | +468.2% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Susquehanna International Group, Llp | 14.29K | -68.6% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Wealth Enhancement Advisory… | 13.71K | +497.8% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Corient Private Wealth LP | 13.78K | -53.1% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Victory Capital Management Inc | 12.95K | +30.2% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Zurcher Kantonalbank (Zurich… | 12.77K | +19.8% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Mariner, LLC | 12.61K | New | $993,243 | 0.0% | New | 1 | SEC ↗ |
| 85 | Connor, Clark & Lunn Investment… | 12.42K | +205.6% | $978,911 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Bank Of Montreal /Can/ | 10.66K | +214.2% | $840,013 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 87 | Massachusetts Financial Services Co… | 8.41K | -94.7% | $662,724 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 88 | Neuberger Berman Group LLC | 7.88K | -98.9% | $621,266 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 89 | Captrust Financial Advisors | 7.31K | New | $576,405 | 0.0% | New | 1 | SEC ↗ |
| 90 | Pictet Asset Management Holding SA | 6.56K | 0.0% | $516,888 | 0.0% | Held | 3 | SEC ↗ |
| 91 | Mml Investors Services, Llc | 6.51K | +20.1% | $513,047 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Us Bancorp \De\ | 5.97K | +463.5% | $470,398 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 93 | Bamco Inc /Ny/ | 5.88K | +47.1% | $463,836 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Osaic Holdings, Inc. | 5.65K | +10.5% | $445,705 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 95 | Baird Financial Group, Inc. | 5.51K | New | $434,038 | 0.0% | New | 1 | SEC ↗ |
| 96 | Aviva Plc | 5.46K | +33.4% | $430,412 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Tidal Investments LLC | 5.39K | -45.5% | $424,657 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Fidelity (FMR) ✦ | 5.34K | +9.8% | $420,716 | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 99 | Pacer Advisors, Inc. | 4.60K | -23.2% | $363,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | National Bank Of Canada /Fi/ | 3.65K | -73.5% | $287,938 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $46.58M | 0.0% |
| Norges Bank | $38.72M | 0.0% |
| Squarepoint Ops LLC | $24.06M | 0.0% |
| Hrt Financial Lp | $10.14M | 0.0% |
| Toronto Dominion Bank | $8.68M | 0.0% |
| Mariner, LLC | $993,243 | 0.0% |
| Captrust Financial Advisors | $576,405 | 0.0% |
| Baird Financial Group, Inc. | $434,038 | 0.0% |
Exited
| Balyasny Asset Management L.P. | $65.07M | was 0.1% |
| Capital World Investors | $63.69M | was 0.0% |
| Wellington Management | $9.30M | was 0.0% |
| FIL Ltd | $9.27M | was 0.0% |
| Danske Bank A/S | $8.40M | was 0.0% |
| Allspring Global Investments… | $4.37M | was 0.0% |
| Prudential Financial Inc | $2.47M | was 0.0% |
| Td Asset Management Inc | $1.66M | was 0.0% |
| Bridgewater Associates | $1.02M | was 0.0% |
| HighTower Advisors, LLC | $297,822 | was 0.0% |
| Simplex Trading, Llc | $109,538 | 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: Q2 2026 ·
Methodology ·
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