Hamilton Lane Inc. Class AHLNE
13F holders, Q3 2024 (September 30)324holders +28
67new positions
39sold out
5famous investors
$168.47avg. 13F price*
At the end of Q3 2024, 324 institutions reported holding Hamilton Lane Inc. Class A (HLNE) in their 13F filings, up 28 from Q2 2024. 67 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($848.8M), Vanguard Group Inc. ($511.7M) and Wasatch Advisors LP ($326.2M). 5 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Hamilton Lane Inc. Class A
- CUSIP
- 407497106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $158.7M |
| Exits | 39 | $97.6M |
All 13F filers, Q2 2024 → Q3 2024: 4,381,839 shares bought and 4,130,254 shares sold, net +251,585 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 324 holders
| BlackRock, Inc. | 0.02% | — | 5,040,723 | $848.8M |
| Vanguard Group Inc. | 0.01% | Reduce -19.5% | 3,038,607 | $511.7M |
| Wasatch Advisors LP | 1.60% | Reduce -14.4% | 1,937,000 | $326.2M |
| Wellington Management Group LLP | 0.05% | Add +31.1% | 1,743,033 | $293.5M |
| Invesco Ltd. | 0.05% | Add +31.8% | 1,535,234 | $258.5M |
| Federated Hermes, Inc. | 0.55% | Reduce -5.3% | 1,497,319 | $252.1M |
| State Street Corp. | 0.01% | Add +53.7% | 1,401,909 | $236.5M |
| Geode Capital Management, LLC | 0.02% | Add +2.4% | 1,105,063 | $186.1M |
| Clearbridge Investments, LLC | 0.14% | Reduce -19.9% | 1,061,770 | $178.8M |
| Copeland Capital Management, LLC | 2.53% | Add +0.8% | 863,397 | $145.4M |
| Loomis Sayles & Co. L P | 0.17% | Reduce -1.5% | 785,301 | $132.2M |
| Van Berkom & Associates Inc. | 3.47% | Reduce -15.8% | 751,889 | $126.6M |
| Macquarie Group Ltd. | 0.14% | Add +1.2% | 749,577 | $126.2M |
| Morgan Stanley | 0.01% | Reduce -0.1% | 727,816 | $122.6M |
| T. Rowe Price Investment Management, Inc. | 0.07% | Add +159.1% | 709,387 | $119.5M |
| Neuberger Berman Group LLC | 0.09% | Reduce -0.6% | 667,966 | $112.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.4% | 623,524 | $105.0M |
| Fred Alger Management, LLC | 0.51% | Reduce -10.0% | 618,957 | $104.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.9% | 607,278 | $102.3M |
| Northern Trust Corp. | 0.02% | Add +25.8% | 604,221 | $101.7M |
| Principal Financial Group Inc. | 0.05% | Add +20.2% | 583,721 | $98.3M |
| Ameriprise Financial Inc. | 0.02% | Add +86.7% | 512,679 | $86.3M |
| American Century Companies Inc. | 0.05% | Reduce -11.8% | 512,124 | $86.2M |
| Citadel Advisors | 0.09% | Reduce -25.9% | 499,234 | $84.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +40.1% | 495,724 | $83.5M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -8.8% | 391,983 | $66.0M |
| Bank of America Corp. | 0.01% | Reduce -4.0% | 386,016 | $65.0M |
| Norges Bank | 0.01% | Reduce -0.7% | 378,544 | $63.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +9.8% | 348,406 | $58.7M |
| Bank of New York Mellon Corp | 0.01% | Add +45.4% | 348,294 | $58.6M |
| Lord, Abbett & Co. LLC | 0.18% | Reduce -0.6% | 338,866 | $57.1M |
| DF Dent & Co. Inc. | 0.69% | Add +26.4% | 335,952 | $56.6M |
| Massachusetts Financial Services Co. | 0.02% | Add +4.9% | 333,027 | $56.1M |
| Fiera Capital Corp | 0.14% | Add +15.4% | 281,311 | $47.4M |
| Capital World Investors | 0.01% | Reduce -0.1% | 265,310 | $44.7M |
| Select Equity Group, L.P. | 0.16% | New | 262,140 | $44.1M |
| Geneva Capital Management LLC | 0.73% | Add +32.8% | 258,739 | $43.6M |
| TimesSquare Capital Management, LLC | 0.63% | Reduce -19.2% | 250,160 | $42.1M |
| Artisan Partners Limited Partnership | 0.06% | New | 249,589 | $42.0M |
| Barclays PLC | 0.02% | Add +84.5% | 246,383 | $41.5M |
| FIL Ltd | 0.03% | Reduce -30.4% | 223,050 | $37.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.6% | 200,704 | $33.8M |
| Franklin Resources Inc. | 0.01% | Add +9.2% | 184,836 | $32.7M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -11.7% | 185,955 | $31.3M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -25.7% | 177,347 | $29.9M |
| Sei Investments Co. | 0.04% | Add +14.8% | 174,703 | $29.4M |
| Bessemer Group Inc. | 0.04% | Reduce -8.1% | 157,246 | $26.5M |
| Axiom Investors LLC | 0.23% | Reduce -9.6% | 152,322 | $25.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Reduce -16.7% | 142,871 | $24.1M |
| New York State Common Retirement Fund | 0.03% | Add +70.6% | 132,155 | $22.3M |
| Raymond James & Associates | 0.01% | Reduce -12.2% | 129,637 | $21.8M |
| Jennison Associates LLC | 0.01% | Reduce -24.8% | 129,597 | $21.8M |
| Rhumbline Advisers | 0.02% | Add +113.8% | 118,542 | $20.0M |
| Silvercrest Asset Management Group LLC | 0.13% | Add +20.7% | 113,739 | $19.2M |
| Kornitzer Capital Management Inc. | 0.35% | Reduce -26.8% | 112,698 | $19.0M |
| Segall Bryant & Hamill, LLC | 0.25% | Reduce -22.0% | 111,029 | $18.7M |
| Alliancebernstein L.P. | 0.01% | Add +119.0% | 102,521 | $17.3M |
| Congress Asset Management Co. | 0.11% | Add +0.1% | 99,446 | $16.7M |
| Wells Fargo & Company | 0.00% | Reduce -4.6% | 97,297 | $16.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -11.5% | 92,755 | $15.6M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -3.4% | 87,019 | $14.7M |
| Swiss National Bank | 0.01% | Reduce -0.7% | 75,200 | $12.7M |
| Legal & General Group Plc | 0.00% | Add +62.6% | 73,163 | $12.3M |
| Corebridge Financial, Inc. | 0.06% | Add +229.9% | 68,169 | $11.5M |
| Creative Planning | 0.01% | Add +6.1% | 66,601 | $11.2M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +58.8% | 64,310 | $10.8M |
| National Bank of Canada | 0.01% | Reduce -5.0% | 58,525 | $9.9M |
| Renaissance Technologies | 0.01% | Add +5.2% | 57,131 | $9.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | New | 56,935 | $9.6M |
| Polen Capital Management LLC | 0.02% | Reduce -28.6% | 55,830 | $9.4M |
| Bullseye Asset Management LLC | 4.25% | Reduce -12.9% | 54,744 | $9.2M |
| Crawford Investment Counsel Inc. | 0.15% | Reduce -10.0% | 50,645 | $8.5M |
| Teacher Retirement System of Texas | 0.04% | Add +51.9% | 50,424 | $8.5M |
| Janus Henderson Group PLC | 0.00% | Add +30.2% | 49,293 | $8.3M |
| Retirement Systems of Alabama | 0.03% | New | 49,238 | $8.3M |
| UBS Group AG | 0.00% | Add +85.3% | 47,973 | $8.1M |
| Royal Bank of Canada | 0.00% | Add +7.7% | 47,295 | $8.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +102.5% | 47,119 | $7.9M |
| HRT Financial LP | 0.04% | New | 43,480 | $7.3M |
| MetLife Investment Management, LLC | 0.04% | Add +89.4% | 41,959 | $7.1M |
| Oppenheimer Asset Management Inc. | 0.08% | Reduce -9.0% | 41,818 | $7.0M |
| Deutsche Bank AG | 0.00% | Add +13.2% | 41,085 | $6.9M |
| Stifel Financial Corp. | 0.01% | Add +7.6% | 40,527 | $6.8M |
| BNP Paribas Financial Markets | 0.01% | Add +8.8% | 40,050 | $6.7M |
| California Public Employees Retirement System | 0.00% | New | 39,861 | $6.7M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -1.8% | 37,383 | $6.3M |
| Alps Advisors Inc. | 0.04% | Reduce -19.2% | 36,904 | $6.2M |
| Blair William & Co. | 0.02% | Add +0.6% | 36,599 | $6.2M |
| California State Teachers Retirement System | 0.01% | Reduce -2.9% | 36,414 | $6.1M |
| Citigroup Inc. | 0.01% | Add +133.9% | 34,370 | $5.8M |
| Richard Bernstein Advisors LLC | 0.11% | No change | 30,695 | $5.2M |
| Informed Momentum Co LLC | 0.75% | Add +0.2% | 29,807 | $5.0M |
| Man Group plc | 0.01% | Reduce -20.0% | 28,954 | $4.9M |
| First Trust Advisors LP | 0.00% | Add +88.9% | 27,864 | $4.7M |
| Harbor Capital Advisors, Inc. | 0.20% | Add +48.5% | 27,816 | $4.7M |
| Global IMC LLC | 0.91% | New | 26,692 | $4.5M |
| Van Eck Associates Corp. | 0.01% | Add +40.0% | 25,256 | $4.4M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +379.0% | 25,867 | $4.4M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.04% | — | 25,696 | $4.3M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Reduce -20.3% | 25,696 | $4.3M |
| Alberta Investment Management Corp | 0.04% | Add +15.4% | 25,561 | $4.3M |
| Pathstone Holdings, LLC | 0.02% | Add +0.5% | 24,227 | $4.1M |
| Jane Street Group, LLC | 0.01% | Reduce -61.0% | 23,152 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -73.5% | 22,939 | $3.9M |
| Sierra Capital LLC | 0.46% | Add +141.6% | 22,718 | $3.8M |
| Mutual of America Capital Management LLC | 0.04% | New | 21,904 | $3.7M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -2.5% | 21,115 | $3.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +13.5% | 21,035 | $3.5M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Add +41.9% | 20,914 | $3.5M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +13.5% | 19,635 | $3.3M |
| Eagle Asset Management Inc. | 0.02% | Reduce -14.9% | 16,368 | $3.2M |
| EFG Asset Management (North America) Corp. | 0.52% | Add +7.8% | 18,520 | $3.1M |
| Amalgamated Bank | 0.03% | Add +1338.8% | 18,474 | $3.1M |
| Comerica Bank | 0.01% | Add +233.3% | 16,909 | $2.8M |
| Danske Bank A/S | 0.01% | Add +31.7% | 16,401 | $2.8M |
| Ensign Peak Advisors, Inc | 0.00% | Add +10.8% | 16,284 | $2.7M |
| Trexquant Investment LP | 0.03% | Reduce -67.0% | 15,966 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +0.6% | 14,901 | $2.5M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +0.6% | 14,901 | $2.5M |
| Yousif Capital Management, LLC | 0.03% | New | 14,790 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -3.3% | 14,509 | $2.4M |
| Oddo BHF Asset Management Sas | 0.12% | — | 14,232 | $2.4M |
| TD Asset Management Inc | 0.00% | New | 13,296 | $2.2M |
| Keebeck Wealth Management | 0.31% | Reduce -4.2% | 12,845 | $2.2M |
| Van Hulzen Asset Management, LLC | 0.15% | Reduce -0.8% | 12,486 | $2.1M |
| Voya Investment Management LLC | 0.00% | Reduce -2.1% | 12,427 | $2.1M |
| Ameritas Investment Partners, Inc. | 0.07% | Add +222.5% | 12,136 | $2.0M |
| Natixis Advisors, LLC | 0.00% | Reduce -7.6% | 12,134 | $2.0M |
| Handelsbanken Fonder AB | 0.01% | Add +75.4% | 11,400 | $1.9M |
| AQR Capital Management | 0.00% | Add +26.0% | 11,313 | $1.9M |
| Louisiana State Employees Retirement System | 0.03% | New | 11,200 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -11.0% | 11,102 | $1.9M |
| Arizona State Retirement System | 0.01% | Add +3.0% | 11,086 | $1.9M |
| Caitlin John, LLC | 1.19% | New | 9,757 | $1.9M |
| Victory Capital Management Inc. | 0.00% | Add +15.7% | 10,667 | $1.8M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,349 | $1.7M |
| STRS Ohio | 0.01% | Reduce -7.3% | 10,200 | $1.7M |
| Intech Investment Management LLC | 0.02% | New | 9,993 | $1.7M |
| Sterling Capital Management LLC | 0.02% | — | 9,801 | $1.7M |
| State of Michigan Retirement System | 0.01% | New | 9,600 | $1.6M |
| M&T Bank Corp | 0.01% | Reduce -4.6% | 9,393 | $1.6M |
| Assetmark, Inc. | 0.00% | Add +28.0% | 9,208 | $1.6M |
| Argent Capital Management LLC | 0.04% | Add +13.7% | 9,057 | $1.5M |
| ProShare Advisors LLC | 0.00% | Add +84.3% | 9,027 | $1.5M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | New | 8,992 | $1.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | New | 8,935 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +4.1% | 8,680 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.03% | New | 8,300 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.9% | 6,984 | $1.4M |
| New Mexico Educational Retirement Board | 0.05% | New | 8,200 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +4.5% | 8,160 | $1.4M |
| Credit Agricole S A | 0.01% | New | 7,943 | $1.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +120.4% | 7,900 | $1.3M |
| LPL Financial LLC | 0.00% | Add +1.3% | 7,715 | $1.3M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.13% | Reduce -8.3% | 7,342 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Add +3.8% | 7,269 | $1.2M |
| Erste Asset Management GmbH | 0.01% | Reduce -4.7% | 7,198 | $1.2M |
| Engineers Gate Manager LP | 0.02% | Add +20.8% | 6,600 | $1.1M |
| Gsa Capital Partners LLP | 0.08% | Reduce -64.8% | 6,258 | $1.1M |
| New York State Teachers Retirement System | 0.00% | New | 6,000 | $1.0M |
| Pacer Advisors, Inc. | 0.00% | New | 5,996 | $1.0M |
| Millennium Management | 0.00% | Reduce -99.1% | 5,844 | $984K |
| Tidal Investments LLC | 0.01% | No change | 5,663 | $954K |
| Yorktown Management & Research Co Inc | 0.97% | No change | 5,600 | $943K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +33.5% | 5,294 | $938K |
| FMR LLC | 0.00% | Add +239.9% | 5,557 | $936K |
| Bridgewater Associates | 0.01% | Add +113.0% | 5,424 | $913K |
| Xponance LLC | 0.01% | Add +118.8% | 5,327 | $897K |
| Pictet Asset Management Holding SA | 0.00% | Add +10.7% | 5,299 | $892K |
| FourThought Financial Partners, LLC | 0.10% | Reduce -49.6% | 5,159 | $869K |
| Cresset Asset Management, LLC | 0.00% | Add +2.4% | 5,016 | $847K |
| Janney Montgomery Scott LLC | 0.00% | Add +3.6% | 4,814 | $811K |
| Islay Capital Management, LLC | 0.54% | Add +2.2% | 4,757 | $801K |
| State of Alaska, Department of Revenue | 0.01% | New | 4,700 | $791K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,678 | $788K |
| Scientech Research LLC | 0.16% | New | 4,679 | $788K |
| Prudential Financial Inc. | 0.00% | Reduce -32.6% | 4,670 | $786K |
| Lanark Financial, Inc. | 0.07% | Reduce -27.1% | 4,628 | $779K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -70.2% | 4,500 | $758K |
| Equitable Trust Co. | 0.05% | Reduce -12.9% | 4,344 | $731K |
| Henshaw Capital LLC | 0.03% | Reduce -22.2% | 4,330 | $729K |
| New York Life Investment Management LLC | 0.01% | New | 4,039 | $680K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.6% | 4,010 | $675K |
| EntryPoint Capital, LLC | 0.38% | Add +32.8% | 3,977 | $670K |
| Algert Global LLC | 0.02% | No change | 3,872 | $652K |
| CW Advisors, LLC | 0.01% | No change | 3,863 | $650K |
| State of Wisconsin Investment Board | 0.00% | Reduce -25.4% | 3,787 | $638K |
| Personal Cfo Solutions, LLC | 0.09% | Reduce -1.8% | 3,678 | $619K |
| Cetera Investment Advisers | 0.00% | Reduce -13.8% | 3,636 | $612K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.2% | 3,574 | $602K |
| FJ Capital Management LLC | 0.06% | Reduce -61.6% | 3,572 | $601K |
| Bank of Montreal | 0.00% | New | 3,566 | $594K |
| Atria Investments, Inc | 0.01% | Reduce -15.4% | 3,515 | $592K |
| F/m Investments LLC | 0.02% | Reduce -0.4% | 3,325 | $560K |
| Bridges Investment Management Inc. | 0.01% | No change | 3,298 | $555K |
| Cookson Peirce & Co. Inc. | 0.03% | Add +45.6% | 3,277 | $552K |
| Wolverine Trading, LLC | 0.01% | New | 3,308 | $551K |
| Osaic Holdings, Inc. | 0.00% | Add +29.1% | 3,271 | $551K |
| Royce & Associates LP | 0.00% | New | 3,193 | $538K |
| Securian Asset Management, Inc. | 0.02% | New | 3,152 | $531K |
| Raymond James Trust N.A. | 0.01% | Reduce -12.3% | 3,037 | $511K |
| Aviva PLC | 0.00% | New | 2,807 | $473K |
| Acadian Asset Management LLC | 0.00% | Add +752.6% | 2,737 | $460K |
| Mariner, LLC | 0.00% | Add +9.8% | 2,721 | $458K |
| MML Investors Services, LLC | 0.00% | Add +1.1% | 2,680 | $451K |
| Corton Capital Inc. | 0.22% | New | 2,677 | $451K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -3.9% | 2,657 | $449K |
| State of Wyoming | 0.06% | Reduce -1.4% | 2,643 | $445K |
| Guggenheim Capital LLC | 0.00% | New | 2,584 | $435K |
| Mackenzie Financial Corp. | 0.00% | Add +9.8% | 2,407 | $405K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 2,235 | $376K |
| Cynosure Group, LLC | 0.05% | Reduce -30.5% | 2,216 | $373K |
| XTX Topco Ltd | 0.03% | Add +13.9% | 2,128 | $358K |
| M. Kulyk & Associates, LLC | 0.07% | Add +0.4% | 2,097 | $353K |
| SG Americas Securities, LLC | 0.00% | Reduce -92.0% | 2,010 | $338K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -5.6% | 1,984 | $334K |
| Profund Advisors LLC | 0.01% | New | 1,973 | $332K |
| Park Avenue Securities LLC | 0.00% | Reduce -31.0% | 1,922 | $324K |
| US Bancorp \de | 0.00% | Add +399.2% | 1,892 | $319K |
| Florida Financial Advisors, LLC | 0.16% | Add +11.9% | 1,887 | $318K |
| Virtu Financial LLC | 0.02% | New | 1,841 | $310K |
| Integrated Wealth Concepts LLC | 0.00% | Add +6.3% | 1,798 | $303K |
| HSBC Holdings PLC | 0.00% | Reduce -86.2% | 1,804 | $302K |
| Keybank National Association | 0.00% | Reduce -24.7% | 1,778 | $299K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 1,772 | $299K |
| &partners | 0.01% | New | 1,765 | $297K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 1,763 | $297K |
| Argent Trust Co | 0.01% | No change | 1,751 | $295K |
| HighTower Advisors, LLC | 0.00% | New | 1,721 | $291K |
| Petrus Trust Company, LTA | 0.03% | Reduce -22.2% | 1,724 | $290K |
| Harvest Investment Services, LLC | 0.09% | New | 1,693 | $285K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 1,544 | $260K |
| IHT Wealth Management, LLC | 0.01% | New | 1,524 | $256K |
| Covenant Partners, LLC | 0.07% | New | 1,508 | $254K |
| Smith Shellnut Wilson LLC | 0.11% | New | 1,475 | $248K |
| Choreo, LLC | 0.00% | New | 1,462 | $246K |
| Conservest Capital Advisors, Inc. | 0.02% | No change | 2,150 | $242K |
| Hamilton Capital Partners Inc. | 0.02% | Reduce -31.5% | 1,437 | $242K |
| Lifestyle Asset Management, Inc. | 0.13% | New | 1,431 | $241K |
| Glenmede Trust Co. NA | 0.00% | Reduce -32.2% | 1,386 | $233K |
| Regions Financial Corp. | 0.00% | New | 1,360 | $229K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 1,352 | $228K |
| Mercer Global Advisors Inc. | 0.00% | New | 1,290 | $217K |
| OneDigital Investment Advisors LLC | 0.00% | New | 1,286 | $217K |
| Pegasus Partners Ltd. | 0.02% | New | 1,277 | $215K |
| Associated Banc-Corp | 0.01% | New | 1,261 | $212K |
| Leonteq Securities AG | 0.02% | No change | 1,235 | $208K |
| Baird Financial Group, Inc. | 0.00% | New | 1,222 | $206K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 1,192 | $201K |
| KBC Group NV | 0.00% | Add +18.0% | 1,141 | $192K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 1,044 | $176K |
| PNC Financial Services Group, Inc. | 0.00% | Add +58.5% | 1,027 | $173K |
| CI Investments Inc. | 0.00% | Add +17.0% | 1,020 | $172K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Add +45.9% | 957 | $161K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 923 | $156K |
| IFP Advisors, Inc | 0.01% | Add +11.5% | 874 | $147K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -86.0% | 866 | $146K |
| Harvest Fund Management Co., Ltd | 0.01% | New | 754 | $127K |
| Fifth Third Bancorp | 0.00% | No change | 694 | $117K |
| First Horizon Advisors, Inc. | 0.00% | Add +6.9% | 680 | $115K |
| Icon Wealth Advisors, LLC | 0.01% | New | 659 | $111K |
| Huntington National Bank | 0.00% | No change | 656 | $110K |
| GAMMA Investing LLC | 0.01% | Add +32.4% | 637 | $107K |
| Natixis | 0.00% | Reduce -1.6% | 626 | $105K |
| AlphaQuest LLC | 0.01% | Reduce -90.0% | 621 | $105K |
| Signaturefd, LLC | 0.00% | Reduce -2.2% | 615 | $103K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -74.6% | 516 | $87K |
| Cwm, LLC | 0.00% | Add +24.7% | 505 | $85K |
| Arax Advisory Partners | 0.01% | Reduce -0.7% | 461 | $78K |
| Gen-Wealth Partners Inc | 0.03% | New | 398 | $73K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -4.1% | 373 | $63K |
| Principal Securities, Inc. | 0.00% | Add +3.5% | 325 | $55K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +6.6% | 226 | $38K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 213 | $36K |
| Centerpoint Advisors, LLC | 0.01% | No change | 198 | $33K |
| Quadrant Capital Group LLC | 0.00% | No change | 184 | $31K |
| Continuum Advisory, LLC | 0.00% | Add +5.8% | 147 | $28K |
| Clearstead Advisors, LLC | 0.00% | No change | 161 | $27K |
| Ashton Thomas Securities, LLC | 0.00% | New | 132 | $22K |
| Geneos Wealth Management Inc. | 0.00% | New | 121 | $20K |
| Rise Advisors, LLC | 0.01% | Add +0.9% | 111 | $19K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 110 | $19K |
| Smartleaf Asset Management LLC | 0.00% | Add +30.7% | 98 | $16K |
| Covestor Ltd | 0.01% | Add +1.2% | 87 | $15K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 85 | $14K |
| Quarry LP | 0.00% | Reduce -74.0% | 80 | $13K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.6% | 78 | $13K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +240.0% | 68 | $11K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 67 | $11K |
| Avior Wealth Management, LLC | 0.00% | Reduce -14.1% | 61 | $10K |
| Beacon Capital Management, LLC | 0.00% | New | 58 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +51.4% | 53 | $9K |
| Hillsdale Investment Management Inc. | 0.00% | Reduce -16.7% | 50 | $8K |
| Parallel Advisors, LLC | 0.00% | No change | 46 | $8K |
| UMB Bank, n.a. | 0.00% | New | 36 | $6K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 35 | $6K |
| Rothschild Investment LLC | 0.00% | Add +133.3% | 35 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +84.2% | 35 | $6K |
| Wolff Wiese Magana LLC | 0.00% | New | 31 | $5K |
| Global Retirement Partners, LLC | 0.00% | No change | 30 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 30 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 29 | $5K |
| Fairman Group, LLC | 0.00% | No change | 28 | $5K |
| Lindbrook Capital, LLC | 0.00% | Add +75.0% | 28 | $5K |
| Financial Gravity Companies, Inc. | 0.00% | — | 25 | $4K |
| Allworth Financial LP | 0.00% | Add +8.7% | 25 | $4K |
| TD Private Client Wealth LLC | 0.00% | New | 22 | $4K |
| Blue Trust, Inc. | 0.00% | Add +18.2% | 26 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 17 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +7.1% | 15 | $3K |
| Albion Financial Group | 0.00% | No change | 12 | $2K |
| Larson Financial Group LLC | 0.00% | New | 12 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 10 | $2K |
| Laurel Wealth Advisors LLC | 0.00% | New | 10 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 10 | $2K |
| Park Place Capital Corp | 0.00% | No change | 9 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 6 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 6 | $1K |
| Earned Wealth Advisors, LLC | 0.00% | New | 6 | $1K |
| Hemington Wealth Management | 0.00% | New | 9 | $1K |
| CVA Family Office, LLC | 0.00% | No change | 4 | $674 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 2 | $337 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $169 |
"% of holder's portfolio" is HLNE's weight in each manager's 13F, not the share of Hamilton Lane Inc. Class A the manager owns.