Hamilton Lane Inc. Class AHLNE
13F holders, Q4 2024 (December 31)355holders +31
60new positions
38sold out
7famous investors
$148.08avg. 13F price*
At the end of Q4 2024, 355 institutions reported holding Hamilton Lane Inc. Class A (HLNE) in their 13F filings, up 31 from Q3 2024. 60 opened new positions and 38 sold out. The largest holders were BlackRock, Inc. ($765.5M), Vanguard Group Inc. ($577.7M) and Invesco Ltd. ($284.7M). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Hamilton Lane Inc. Class A
- CUSIP
- 407497106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $139.7M |
| Exits | 38 | $71.2M |
All 13F filers, Q3 2024 → Q4 2024: 4,628,163 shares bought and 3,337,849 shares sold, net +1,290,314 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 355 holders
| BlackRock, Inc. | 0.02% | Add +2.6% | 5,170,877 | $765.5M |
| Vanguard Group Inc. | 0.01% | Add +28.4% | 3,901,933 | $577.7M |
| Invesco Ltd. | 0.05% | Add +25.3% | 1,923,253 | $284.7M |
| Wasatch Advisors LP | 1.25% | Reduce -11.9% | 1,705,793 | $252.5M |
| Wellington Management Group LLP | 0.04% | Reduce -7.4% | 1,613,863 | $238.9M |
| State Street Corp. | 0.01% | Add +7.0% | 1,500,572 | $222.9M |
| T. Rowe Price Associates Inc. | 0.02% | Add +229.7% | 1,292,266 | $191.3M |
| Federated Hermes, Inc. | 0.40% | Reduce -18.4% | 1,222,037 | $180.9M |
| Geode Capital Management, LLC | 0.01% | Add +4.1% | 1,149,928 | $170.3M |
| Clearbridge Investments, LLC | 0.11% | Reduce -16.1% | 890,610 | $131.9M |
| Copeland Capital Management, LLC | 2.16% | Reduce -9.2% | 783,587 | $116.0M |
| T. Rowe Price Investment Management, Inc. | 0.07% | Add +10.0% | 780,363 | $115.5M |
| JPMorgan Chase & Co. | 0.01% | Add +10.7% | 689,902 | $102.1M |
| Neuberger Berman Group LLC | 0.08% | Add +1.4% | 677,350 | $100.3M |
| Morgan Stanley | 0.01% | Reduce -7.8% | 670,795 | $99.3M |
| Macquarie Group Ltd. | 0.12% | Reduce -13.7% | 647,176 | $95.8M |
| Northern Trust Corp. | 0.01% | Add +3.2% | 623,735 | $92.3M |
| Loomis Sayles & Co. L P | 0.12% | Reduce -20.7% | 622,405 | $92.1M |
| Van Berkom & Associates Inc. | 2.70% | Reduce -18.4% | 613,615 | $90.8M |
| Fred Alger Management, LLC | 0.43% | Reduce -1.2% | 611,525 | $90.8M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -1.0% | 600,940 | $89.0M |
| American Century Companies Inc. | 0.05% | Add +7.7% | 551,466 | $81.6M |
| Principal Financial Group Inc. | 0.04% | Reduce -7.1% | 542,278 | $80.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +8.5% | 537,845 | $79.6M |
| Norges Bank | 0.01% | Add +23.0% | 465,445 | $68.9M |
| UBS Group AG | 0.01% | Add +653.3% | 361,397 | $53.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -29.6% | 361,174 | $53.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.7% | 357,957 | $53.0M |
| Bank of New York Mellon Corp | 0.01% | Add +2.3% | 356,226 | $52.7M |
| Bank of America Corp. | 0.00% | Reduce -11.5% | 341,659 | $50.6M |
| TimesSquare Capital Management, LLC | 0.68% | Add +26.1% | 315,468 | $46.7M |
| Lord, Abbett & Co. LLC | 0.14% | Reduce -15.3% | 286,886 | $42.5M |
| Fiera Capital Corp | 0.13% | Reduce -2.3% | 274,912 | $40.7M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -19.9% | 266,846 | $39.5M |
| Capital World Investors | 0.01% | Reduce -0.5% | 264,016 | $39.1M |
| Artisan Partners Limited Partnership | 0.06% | Add +5.6% | 263,643 | $39.0M |
| DF Dent & Co. Inc. | 0.48% | Reduce -23.3% | 257,646 | $38.1M |
| Geneva Capital Management LLC | 0.66% | Reduce -0.8% | 256,587 | $38.0M |
| Franklin Resources Inc. | 0.01% | Add +25.5% | 232,025 | $34.4M |
| Artemis Investment Management LLP | 0.43% | New | 204,999 | $30.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.0% | 190,701 | $28.2M |
| FIL Ltd | 0.02% | Reduce -22.7% | 172,446 | $25.5M |
| Raymond James Financial Inc. | 0.01% | — | 162,658 | $24.1M |
| Bessemer Group Inc. | 0.04% | Add +3.3% | 162,387 | $24.0M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -17.1% | 154,168 | $22.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Add +3.4% | 147,743 | $21.9M |
| Sei Investments Co. | 0.03% | Reduce -15.6% | 147,521 | $21.8M |
| New York State Common Retirement Fund | 0.03% | Add +3.3% | 136,568 | $20.2M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -28.3% | 127,219 | $18.9M |
| Barclays PLC | 0.01% | Reduce -48.4% | 127,035 | $18.8M |
| Rhumbline Advisers | 0.02% | Add +3.5% | 122,718 | $18.2M |
| Silvercrest Asset Management Group LLC | 0.12% | Add +5.1% | 119,540 | $17.7M |
| Axiom Investors LLC | 0.13% | Reduce -24.4% | 115,105 | $17.0M |
| Alliancebernstein L.P. | 0.01% | Add +11.1% | 113,870 | $16.9M |
| Kornitzer Capital Management Inc. | 0.31% | Reduce -4.4% | 107,698 | $15.9M |
| Public Employees Retirement Association of Colorado | 0.06% | Add +2098.4% | 102,840 | $15.2M |
| Qube Research & Technologies Ltd | 0.02% | New | 100,131 | $14.8M |
| Congress Asset Management Co. | 0.10% | Reduce -0.4% | 99,026 | $14.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +6.7% | 98,978 | $14.7M |
| Wells Fargo & Company | 0.00% | Add +0.6% | 97,903 | $14.5M |
| Renaissance Technologies | 0.02% | Add +64.6% | 94,031 | $13.9M |
| Voloridge Investment Management, LLC | 0.05% | New | 91,124 | $13.5M |
| Segall Bryant & Hamill, LLC | 0.18% | Reduce -19.6% | 89,247 | $13.2M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 84,342 | $12.5M |
| Legal & General Group Plc | 0.00% | Add +8.6% | 79,460 | $11.8M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -11.1% | 77,383 | $11.5M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +34.6% | 76,656 | $11.3M |
| Swiss National Bank | 0.01% | Add +0.7% | 75,700 | $11.2M |
| Twinbeech Capital LP | 0.18% | New | 72,720 | $10.8M |
| Corebridge Financial, Inc. | 0.05% | Reduce -3.1% | 66,071 | $9.8M |
| Creative Planning | 0.01% | Reduce -1.3% | 65,707 | $9.7M |
| Janus Henderson Group PLC | 0.00% | Add +24.3% | 61,252 | $9.1M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -6.1% | 60,413 | $8.9M |
| Cubist Systematic Strategies, LLC | 0.14% | New | 59,102 | $8.8M |
| Citadel Advisors | 0.01% | Reduce -88.2% | 58,869 | $8.7M |
| Polen Capital Management LLC | 0.02% | Reduce -0.3% | 55,644 | $8.2M |
| Bullseye Asset Management LLC | 3.76% | Reduce -1.3% | 54,028 | $8.0M |
| California Public Employees Retirement System | 0.01% | Add +29.2% | 51,510 | $7.6M |
| Retirement Systems of Alabama | 0.03% | Add +3.1% | 50,790 | $7.5M |
| Man Group plc | 0.02% | Add +75.3% | 50,743 | $7.5M |
| Royal Bank of Canada | 0.00% | Add +4.7% | 49,518 | $7.3M |
| First Trust Advisors LP | 0.01% | Add +71.9% | 47,907 | $7.1M |
| Crawford Investment Counsel Inc. | 0.13% | Reduce -6.3% | 47,478 | $7.0M |
| Alps Advisors Inc. | 0.04% | Add +28.4% | 47,371 | $7.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.7% | 46,789 | $6.9M |
| MetLife Investment Management, LLC | 0.04% | Add +9.7% | 46,022 | $6.8M |
| Teacher Retirement System of Texas | 0.02% | Reduce -10.7% | 45,008 | $6.7M |
| Stifel Financial Corp. | 0.01% | Reduce -1.8% | 39,786 | $5.9M |
| Citigroup Inc. | 0.01% | Add +15.4% | 39,671 | $5.9M |
| Oppenheimer Asset Management Inc. | 0.07% | Reduce -9.9% | 37,677 | $5.6M |
| Van Eck Associates Corp. | 0.01% | Add +46.8% | 37,069 | $5.5M |
| California State Teachers Retirement System | 0.01% | Reduce -1.2% | 35,991 | $5.3M |
| Magnetar Financial LLC | 0.14% | New | 35,493 | $5.3M |
| Blair William & Co. | 0.02% | Reduce -3.2% | 35,429 | $5.2M |
| Deutsche Bank AG | 0.00% | Reduce -18.2% | 33,601 | $5.0M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -12.5% | 32,706 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | Add +40.3% | 32,187 | $4.8M |
| Richard Bernstein Advisors LLC | 0.10% | No change | 30,695 | $4.5M |
| Ensign Peak Advisors, Inc | 0.01% | Add +78.4% | 29,053 | $4.3M |
| Alberta Investment Management Corp | 0.03% | Add +12.9% | 28,855 | $4.3M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Add +33.4% | 27,901 | $4.1M |
| Los Angeles Capital Management LLC | 0.02% | Add +24.4% | 26,275 | $3.9M |
| Harbor Capital Advisors, Inc. | 0.17% | Reduce -7.5% | 25,728 | $3.8M |
| KBC Group NV | 0.01% | Add +2006.2% | 24,032 | $3.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -5.9% | 22,793 | $3.4M |
| Mutual of America Capital Management LLC | 0.04% | Add +0.7% | 22,064 | $3.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.0% | 21,872 | $3.2M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Reduce -20.3% | 20,485 | $3.0M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +1.3% | 19,880 | $2.9M |
| AQR Capital Management | 0.00% | Add +75.4% | 19,847 | $2.9M |
| BNP Paribas Financial Markets | 0.00% | Reduce -50.7% | 19,750 | $2.9M |
| Amalgamated Bank | 0.02% | Add +2.7% | 18,973 | $2.8M |
| EFG Asset Management (North America) Corp. | 0.38% | Add +1.6% | 18,814 | $2.8M |
| Nebula Research & Development LLC | 0.32% | New | 18,658 | $2.8M |
| Jump Financial, LLC | 0.06% | New | 18,488 | $2.7M |
| Intech Investment Management LLC | 0.03% | Add +81.3% | 18,116 | $2.7M |
| Engineers Gate Manager LP | 0.05% | Add +174.1% | 18,087 | $2.7M |
| Quantbot Technologies LP | 0.09% | New | 17,306 | $2.6M |
| Sierra Capital LLC | 0.30% | Reduce -23.9% | 17,284 | $2.6M |
| Victory Capital Management Inc. | 0.00% | Add +59.2% | 16,980 | $2.5M |
| Comerica Bank | 0.01% | Reduce -3.2% | 16,372 | $2.4M |
| Kingsview Wealth Management, LLC | 0.05% | New | 16,350 | $2.4M |
| Canada Pension Plan Investment Board | 0.00% | New | 16,300 | $2.4M |
| State of Tennessee, Department of Treasury | 0.01% | New | 16,142 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +7.9% | 16,080 | $2.4M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +7.9% | 16,080 | $2.4M |
| Grandeur Peak Global Advisors, LLC | 0.20% | New | 15,507 | $2.3M |
| Aquatic Capital Management LLC | 0.06% | New | 15,026 | $2.2M |
| National Bank of Canada | 0.00% | Reduce -74.5% | 14,903 | $2.2M |
| Informed Momentum Co LLC | 0.31% | Reduce -50.3% | 14,815 | $2.2M |
| TD Asset Management Inc | 0.00% | Add +10.5% | 14,696 | $2.2M |
| Yousif Capital Management, LLC | 0.02% | Reduce -1.4% | 14,578 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 14,509 | $2.1M |
| Campbell & CO Investment Adviser LLC | 0.16% | New | 14,055 | $2.1M |
| Voya Investment Management LLC | 0.00% | Add +9.2% | 13,574 | $2.0M |
| Oddo BHF Asset Management Sas | 0.10% | Reduce -5.8% | 13,409 | $2.0M |
| Keebeck Wealth Management | 0.27% | Reduce -0.7% | 12,760 | $1.9M |
| ProShare Advisors LLC | 0.00% | Add +41.5% | 12,772 | $1.9M |
| FORA Capital, LLC | 0.21% | New | 12,516 | $1.9M |
| Centiva Capital, LP | 0.07% | New | 12,499 | $1.9M |
| Ameritas Investment Partners, Inc. | 0.06% | Add +0.9% | 12,245 | $1.8M |
| HSBC Holdings PLC | 0.00% | Add +569.5% | 12,078 | $1.8M |
| Argent Capital Management LLC | 0.05% | Add +34.2% | 12,151 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Reduce -0.5% | 12,079 | $1.8M |
| Louisiana State Employees Retirement System | 0.03% | Add +3.6% | 11,600 | $1.7M |
| Arizona State Retirement System | 0.01% | Add +0.7% | 11,166 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +25.4% | 10,883 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -53.4% | 10,780 | $1.6M |
| STRS Ohio | 0.01% | Add +2.0% | 10,400 | $1.5M |
| Caitlin John, LLC | 1.03% | Add +4.8% | 10,223 | $1.5M |
| Assetmark, Inc. | 0.00% | Add +8.8% | 10,022 | $1.5M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -4.1% | 9,929 | $1.5M |
| State of Michigan Retirement System | 0.01% | Add +3.1% | 9,900 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -11.1% | 9,870 | $1.5M |
| LPL Financial LLC | 0.00% | Add +27.2% | 9,816 | $1.5M |
| Sterling Capital Management LLC | 0.02% | No change | 9,801 | $1.5M |
| Trexquant Investment LP | 0.02% | Reduce -39.0% | 9,744 | $1.4M |
| Gsa Capital Partners LLP | 0.11% | Add +53.5% | 9,605 | $1.4M |
| Handelsbanken Fonder AB | 0.01% | Reduce -15.8% | 9,600 | $1.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +3.2% | 9,283 | $1.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +3.3% | 9,225 | $1.4M |
| New Age Alpha Advisors, LLC | 0.05% | New | 9,114 | $1.3M |
| Meketa Investment Group Inc. | 2.97% | — | 8,959 | $1.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +10.0% | 8,689 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +2.9% | 8,541 | $1.3M |
| M&T Bank Corp | 0.00% | Reduce -11.1% | 8,347 | $1.2M |
| Caisse de depot et placement du Quebec | 0.00% | New | 8,300 | $1.2M |
| Van Hulzen Asset Management, LLC | 0.09% | Reduce -33.7% | 8,280 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | No change | 8,200 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 8,178 | $1.2M |
| Verition Fund Management LLC | 0.01% | New | 8,117 | $1.2M |
| Edgestream Partners, L.P. | 0.05% | New | 8,100 | $1.2M |
| Point72 Asset Management | 0.00% | New | 8,082 | $1.2M |
| Credit Agricole S A | 0.00% | No change | 7,943 | $1.2M |
| KLP Kapitalforvaltning As | 0.01% | — | 7,900 | $1.2M |
| Squarepoint Ops LLC | 0.00% | New | 7,880 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.4% | 6,953 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -8.8% | 7,446 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +1.9% | 7,411 | $1.1M |
| New York State Teachers Retirement System | 0.00% | Add +18.0% | 7,080 | $1.0M |
| Erste Asset Management GmbH | 0.01% | Reduce -4.6% | 6,864 | $1.0M |
| State of Wisconsin Investment Board | 0.00% | Add +77.0% | 6,702 | $992K |
| Scientech Research LLC | 0.27% | Add +39.2% | 6,514 | $964K |
| Tidal Investments LLC | 0.01% | Add +10.8% | 6,275 | $929K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.11% | Reduce -15.6% | 6,200 | $918K |
| Pacer Advisors, Inc. | 0.00% | Add +0.8% | 6,046 | $895K |
| FMR LLC | 0.00% | Add +8.7% | 6,040 | $894K |
| Jennison Associates LLC | 0.00% | Reduce -95.5% | 5,808 | $860K |
| Xponance LLC | 0.01% | Add +6.3% | 5,662 | $838K |
| Bridges Investment Management Inc. | 0.01% | Add +70.0% | 5,607 | $830K |
| Yorktown Management & Research Co Inc | 0.80% | No change | 5,600 | $829K |
| Nomura Holdings Inc. | 0.00% | New | 5,533 | $819K |
| Pictet Asset Management Holding SA | 0.00% | Add +2.0% | 5,407 | $801K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1.0% | 5,347 | $792K |
| Walleye Capital LLC | 0.01% | New | 5,315 | $787K |
| Bridgewater Associates | 0.00% | Reduce -2.6% | 5,285 | $782K |
| Headlands Technologies LLC | 0.08% | New | 5,178 | $767K |
| Crestline Management, L.P. | 0.03% | New | 5,166 | $765K |
| Cookson Peirce & Co. Inc. | 0.03% | Add +56.1% | 5,114 | $757K |
| Islay Capital Management, LLC | 0.53% | Add +7.5% | 5,112 | $757K |
| Guggenheim Capital LLC | 0.01% | Add +94.0% | 5,013 | $742K |
| Commonwealth Equity Services, LLC | 0.00% | New | 4,973 | $736K |
| FourThought Financial Partners, LLC | 0.08% | Reduce -3.7% | 4,966 | $735K |
| State of Alaska, Department of Revenue | 0.01% | Add +1.4% | 4,765 | $705K |
| Tudor Investment Corporation | 0.01% | New | 4,575 | $677K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +417.4% | 4,481 | $663K |
| XTX Topco Ltd | 0.05% | Add +107.7% | 4,419 | $654K |
| Dynamic Technology Lab Private Ltd | 0.10% | New | 4,400 | $651K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -13.1% | 4,183 | $619K |
| Bank of Montreal | 0.00% | Add +17.0% | 4,171 | $618K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,010 | $594K |
| Illinois Municipal Retirement Fund | 0.01% | New | 3,988 | $590K |
| CW Advisors, LLC | 0.01% | Add +3.2% | 3,986 | $590K |
| Prudential Financial Inc. | 0.00% | Reduce -18.9% | 3,786 | $561K |
| Algert Global LLC | 0.01% | Reduce -2.3% | 3,784 | $560K |
| Cibc World Markets Corp. | 0.00% | New | 3,594 | $532K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 3,569 | $528K |
| Henshaw Capital LLC | 0.02% | Reduce -18.6% | 3,523 | $522K |
| Bayesian Capital Management, LP | 0.06% | New | 3,449 | $511K |
| Equitable Trust Co. | 0.03% | Reduce -20.6% | 3,448 | $510K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +567.4% | 3,444 | $510K |
| &partners | 0.01% | Add +91.3% | 3,376 | $507K |
| Harvest Investment Services, LLC | 0.12% | Add +97.2% | 3,339 | $494K |
| Aviva PLC | 0.00% | Add +18.8% | 3,334 | $494K |
| Personal Cfo Solutions, LLC | 0.10% | Reduce -10.3% | 3,298 | $488K |
| FJ Capital Management LLC | 0.06% | Reduce -10.4% | 3,202 | $474K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.4% | 3,202 | $474K |
| Sherbrooke Park Advisers LLC | 0.15% | New | 3,170 | $469K |
| Securian Asset Management, Inc. | 0.01% | No change | 3,152 | $467K |
| Atria Investments, Inc | 0.01% | Reduce -10.7% | 3,139 | $465K |
| AXA S.A. | 0.00% | New | 3,101 | $459K |
| Bryce Point Capital, LLC | 0.13% | — | 2,982 | $441K |
| Florida Financial Advisors, LLC | 0.18% | Add +44.7% | 2,731 | $404K |
| Cetera Investment Advisers | 0.00% | Reduce -25.6% | 2,705 | $401K |
| MML Investors Services, LLC | 0.00% | Reduce -1.8% | 2,633 | $390K |
| Park Avenue Securities LLC | 0.00% | Add +35.2% | 2,599 | $385K |
| Mariner, LLC | 0.00% | Reduce -4.5% | 2,600 | $385K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +41.8% | 2,513 | $372K |
| Laurion Capital Management LP | 0.02% | New | 2,416 | $358K |
| State of Wyoming | 0.05% | Reduce -9.5% | 2,391 | $354K |
| Vista Finance, LLC | 0.35% | New | 2,284 | $338K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -14.3% | 2,278 | $337K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 2,235 | $331K |
| Conservest Capital Advisors, Inc. | 0.03% | No change | 2,150 | $318K |
| Townsquare Capital LLC | 0.00% | New | 2,108 | $312K |
| F/m Investments LLC | 0.01% | Reduce -39.4% | 2,014 | $298K |
| Cynosure Group, LLC | 0.04% | Reduce -10.4% | 1,986 | $294K |
| Profund Advisors LLC | 0.01% | Reduce -3.8% | 1,899 | $281K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -5.4% | 1,876 | $278K |
| Axq Capital, LP | 0.12% | New | 1,825 | $270K |
| HighTower Advisors, LLC | 0.00% | Add +6.0% | 1,824 | $270K |
| Argent Trust Co | 0.01% | No change | 1,751 | $259K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -0.7% | 1,750 | $259K |
| Blueshift Asset Management, LLC | 0.09% | New | 1,739 | $257K |
| Millennium Management | 0.00% | Reduce -70.7% | 1,711 | $253K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -6.0% | 1,690 | $250K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +22.3% | 1,653 | $245K |
| US Bancorp \de | 0.00% | Reduce -14.0% | 1,627 | $241K |
| EntryPoint Capital, LLC | 0.10% | Reduce -59.6% | 1,607 | $238K |
| Stevens Capital Management LP | 0.09% | New | 1,565 | $232K |
| Shelton Capital Management | 0.01% | New | 1,529 | $226K |
| Lifestyle Asset Management, Inc. | 0.12% | Add +5.9% | 1,515 | $224K |
| Covenant Partners, LLC | 0.07% | No change | 1,508 | $223K |
| Old National Bancorp | 0.01% | New | 1,498 | $222K |
| Aigen Investment Management, LP | 0.04% | New | 1,496 | $221K |
| Smith Shellnut Wilson LLC | 0.10% | No change | 1,475 | $218K |
| R Squared Ltd | 0.21% | — | 1,440 | $213K |
| CI Investments Inc. | 0.00% | Add +31.1% | 1,337 | $198K |
| Osaic Holdings, Inc. | 0.00% | Reduce -59.3% | 1,331 | $197K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -13.6% | 1,241 | $184K |
| Leonteq Securities AG | 0.02% | No change | 1,235 | $183K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 923 | $137K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.3% | 921 | $136K |
| IFP Advisors, Inc | 0.00% | Add +4.1% | 910 | $135K |
| SG Americas Securities, LLC | 0.00% | Reduce -58.0% | 845 | $125K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -20.1% | 834 | $123K |
| First Horizon Advisors, Inc. | 0.00% | Add +2.8% | 699 | $103K |
| Huntington National Bank | 0.00% | Add +2.1% | 670 | $99K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -30.4% | 666 | $99K |
| Fifth Third Bancorp | 0.00% | Reduce -19.4% | 559 | $83K |
| GAMMA Investing LLC | 0.01% | Reduce -12.9% | 555 | $82K |
| Cwm, LLC | 0.00% | Add +2.4% | 517 | $77K |
| Caitong International Asset Management Co., Ltd | 0.07% | — | 498 | $74K |
| Kapitalo Investimentos Ltda | 0.04% | New | 440 | $65K |
| Signaturefd, LLC | 0.00% | Reduce -31.9% | 419 | $62K |
| Arax Advisory Partners | 0.00% | Reduce -11.7% | 407 | $60K |
| Gen-Wealth Partners Inc | 0.03% | No change | 398 | $59K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -12.6% | 326 | $52K |
| Farther Finance Advisors, LLC | 0.00% | Add +283.3% | 299 | $44K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +27.0% | 287 | $43K |
| Principal Securities, Inc. | 0.00% | Reduce -12.9% | 283 | $42K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +0.9% | 215 | $32K |
| Quadrant Capital Group LLC | 0.00% | No change | 184 | $27K |
| WPG Advisers, LLC | 0.03% | — | 182 | $27K |
| Centerpoint Advisors, LLC | 0.01% | Reduce -13.1% | 172 | $25K |
| Clearstead Advisors, LLC | 0.00% | No change | 161 | $24K |
| Retirement Wealth Solutions LLC | 0.02% | — | 156 | $22K |
| Continuum Advisory, LLC | 0.00% | No change | 147 | $22K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +107.3% | 141 | $21K |
| Acadian Asset Management LLC | 0.00% | Reduce -94.8% | 141 | $20K |
| Geneos Wealth Management Inc. | 0.00% | Add +6.6% | 129 | $19K |
| UMB Bank, n.a. | 0.00% | Add +255.6% | 128 | $19K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 110 | $17K |
| Rise Advisors, LLC | 0.01% | No change | 111 | $16K |
| Jones Financial Companies LLLP | 0.00% | Add +511.8% | 104 | $15K |
| Smartleaf Asset Management LLC | 0.00% | Add +5.1% | 103 | $15K |
| Covestor Ltd | 0.01% | No change | 87 | $13K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 85 | $13K |
| MAI Capital Management | 0.00% | New | 78 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +7.5% | 57 | $8K |
| Twin Tree Management, LP | 0.00% | New | 56 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 53 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +42.9% | 50 | $7K |
| Avior Wealth Management, LLC | 0.00% | Reduce -19.7% | 49 | $7K |
| Rothschild Investment LLC | 0.00% | Add +34.3% | 47 | $7K |
| Parallel Advisors, LLC | 0.00% | No change | 46 | $7K |
| Hillsdale Investment Management Inc. | 0.00% | Reduce -10.0% | 45 | $7K |
| Whipplewood Advisors, LLC | 0.00% | — | 44 | $7K |
| Mather Group, Llc. | 0.00% | New | 38 | $6K |
| Quarry LP | 0.00% | Reduce -55.0% | 36 | $5K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 35 | $5K |
| Global Retirement Partners, LLC | 0.00% | No change | 30 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 30 | $4K |
| CENTRAL TRUST Co | 0.00% | No change | 29 | $4K |
| Lindbrook Capital, LLC | 0.00% | No change | 28 | $4K |
| Allworth Financial LP | 0.00% | No change | 25 | $4K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 25 | $4K |
| Private Trust Co. NA | 0.00% | New | 23 | $3K |
| TD Private Client Wealth LLC | 0.00% | Add +4.5% | 23 | $3K |
| Summit Securities Group LLC | 0.00% | New | 21 | $3K |
| LGT Financial Advisors LLC | 0.01% | New | 19 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +20.0% | 18 | $3K |
| Fairman Group, LLC | 0.00% | Reduce -50.0% | 14 | $2K |
| Hemington Wealth Management | 0.00% | Add +66.7% | 15 | $2K |
| Albion Financial Group | 0.00% | No change | 12 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 12 | $2K |
| Rakuten Securities, Inc. | 0.00% | New | 10 | $1K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 10 | $1K |
| Park Place Capital Corp | 0.00% | No change | 9 | $1K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 8 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 6 | $889 |
| SBI Securities Co., Ltd. | 0.00% | — | 6 | $888 |
| Bokf, NA | 0.00% | New | 6 | $839 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -16.7% | 5 | $741 |
| Lanark Financial, Inc. | 0.06% | — | 4 | $668 |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 4 | $592 |
| CVA Family Office, LLC | 0.00% | No change | 4 | $592 |
| Brooklyn Investment Group | 0.00% | New | 3 | $445 |
| Global Financial Private Client, LLC | 0.00% | New | 2 | $296 |
| NewSquare Capital LLC | 0.00% | New | 2 | $296 |
| WealthTrak Capital Management LLC | 0.00% | — | 1 | $149 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $149 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $148 |
| AlphaQuest LLC | 0.00% | Reduce -99.8% | 1 | $148 |
"% 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.