Hamilton Lane Inc. Class AHLNE

13F holders, Q1 2025 (March 31)
352holders −3
49new positions
51sold out
3famous investors
$148.68avg. 13F price*

At the end of Q1 2025, 352 institutions reported holding Hamilton Lane Inc. Class A (HLNE) in their 13F filings, down 3 from Q4 2024. 49 opened new positions and 51 sold out. The largest holders were BlackRock, Inc. ($784.8M), Vanguard Group Inc. ($569.9M) and Kayne Anderson Rudnick Investment Management LLC ($432.8M). 3 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Hamilton Lane Inc. Class A
CUSIP
407497106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 265Q1 2024Q2 2024: 296Q2 2024Q3 2024: 324Q3 2024Q4 2024: 355Q4 2024Q1 2025: 352Q1 2025Q2 2025: 394Q2 2025Q3 2025: 383Q3 2025Q4 2025: 389Q4 2025Q1 2026: 389Q1 2026Q2 2026: 382Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions49$556.0M
Exits51$133.4M

All 13F filers, Q4 2024 → Q1 2025: 6,470,296 shares bought and 2,626,950 shares sold, net +3,843,346 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 352 holders

BlackRock, Inc. 0.02% Add +2.1% 5,278,789 $784.8M
Vanguard Group Inc. 0.01% Reduce -1.8% 3,833,577 $569.9M
Kayne Anderson Rudnick Investment Management LLC 1.06% New 2,910,957 $432.8M
Wasatch Advisors LP 1.65% Add +16.4% 1,985,301 $295.2M
Invesco Ltd. 0.05% Reduce -5.1% 1,825,834 $271.4M
Wellington Management Group LLP 0.05% Add +5.5% 1,701,963 $253.0M
State Street Corp. 0.01% Add +3.6% 1,554,187 $231.8M
T. Rowe Price Associates Inc. 0.03% Add +5.9% 1,368,373 $203.4M
T. Rowe Price Investment Management, Inc. 0.13% Add +63.4% 1,275,000 $189.6M
Geode Capital Management, LLC 0.01% Add +7.2% 1,233,149 $183.4M
Federated Hermes, Inc. 0.36% Reduce -8.3% 1,120,390 $166.6M
Clearbridge Investments, LLC 0.10% Reduce -10.2% 799,730 $118.9M
Copeland Capital Management, LLC 2.28% Reduce -2.4% 764,889 $113.7M
Champlain Investment Partners, LLC 0.82% New 759,313 $112.9M
Morgan Stanley 0.01% Add +12.0% 751,202 $111.7M
JPMorgan Chase & Co. 0.01% Reduce -1.4% 680,016 $101.1M
Neuberger Berman Group LLC 0.08% Reduce -0.6% 673,062 $100.1M
Van Berkom & Associates Inc. 3.15% Add +7.4% 659,220 $98.0M
Dimensional Fund Advisors LP 0.02% Add +6.3% 638,898 $95.0M
Fred Alger Management, LLC 0.53% Add +2.2% 624,844 $93.2M
Northern Trust Corp. 0.01% Reduce -0.1% 623,071 $92.6M
Loomis Sayles & Co. L P 0.13% Reduce -2.1% 609,161 $90.6M
American Century Companies Inc. 0.05% Reduce -1.6% 542,649 $80.7M
Principal Financial Group Inc. 0.04% Reduce -1.1% 536,223 $79.7M
Macquarie Group Ltd. 0.09% Reduce -20.8% 512,301 $76.2M
Janus Henderson Group PLC 0.04% Add +626.3% 444,865 $65.4M
Bank of America Corp. 0.01% Add +28.0% 437,476 $65.0M
Ameriprise Financial Inc. 0.02% Add +19.6% 432,123 $64.3M
Norges Bank 0.01% Reduce -16.9% 386,668 $57.5M
Charles Schwab Investment Management Inc. 0.01% Add +4.4% 373,579 $55.5M
Wells Fargo & Company 0.01% Add +280.0% 372,010 $55.3M
Bank of New York Mellon Corp 0.01% Add +1.0% 359,694 $53.5M
TimesSquare Capital Management, LLC 0.74% Reduce -1.9% 309,541 $46.0M
Goldman Sachs Group Inc. 0.01% Reduce -42.6% 308,521 $45.9M
UBS Group AG 0.01% Reduce -17.0% 299,968 $44.6M
Capital World Investors 0.01% Add +4.1% 274,841 $40.9M
Fiera Capital Corp 0.15% Reduce -0.8% 272,646 $40.5M
Artisan Partners Limited Partnership 0.06% Reduce -2.3% 257,602 $38.3M
Geneva Capital Management LLC 0.71% Add +0.3% 257,257 $38.2M
DF Dent & Co. Inc. 0.50% Reduce -2.3% 251,735 $37.4M
Raymond James Financial Inc. 0.01% Add +38.5% 225,254 $33.5M
Sei Investments Co. 0.04% Add +50.5% 222,029 $33.0M
Envestnet Asset Management Inc. 0.01% Add +13.6% 216,568 $32.2M
Bessemer Group Inc. 0.05% Add +6.8% 173,490 $25.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% Add +11.4% 164,544 $24.5M
Nuveen, LLC 0.01% — 163,676 $24.3M
Massachusetts Financial Services Co. 0.01% Reduce -41.5% 156,085 $23.2M
New York State Common Retirement Fund 0.03% Add +1.1% 138,106 $20.5M
Franklin Resources Inc. 0.01% Reduce -43.2% 131,720 $19.6M
FIL Ltd 0.02% Reduce -23.9% 131,212 $19.5M
Rhumbline Advisers 0.02% Add +4.1% 127,723 $19.0M
Silvercrest Asset Management Group LLC 0.13% Add +1.8% 121,689 $18.1M
Artemis Investment Management LLP 0.27% Reduce -42.2% 118,540 $17.6M
Barclays PLC 0.01% Reduce -10.1% 114,156 $17.0M
Alliancebernstein L.P. 0.01% Reduce -0.2% 113,619 $16.9M
Public Employees Retirement Association of Colorado 0.07% Add +9.1% 112,162 $16.7M
Kornitzer Capital Management Inc. 0.33% No change 107,698 $16.0M
Voloridge Investment Management, LLC 0.06% Add +10.0% 100,218 $14.9M
Congress Asset Management Co. 0.11% Reduce -0.1% 98,948 $14.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -2.3% 96,686 $14.4M
Thrivent Financial for Lutherans 0.03% Reduce -28.7% 90,762 $13.6M
Segall Bryant & Hamill, LLC 0.20% Reduce -2.8% 86,795 $12.9M
Legal & General Group Plc 0.00% Add +1.6% 80,763 $12.0M
Russell Investments Group, Ltd. 0.02% Add +2.2% 79,055 $11.8M
Swiss National Bank 0.01% Add +1.6% 76,900 $11.4M
Allspring Global Investments Holdings, LLC 0.02% Reduce -2.6% 74,652 $11.1M
Renaissance Technologies 0.02% Reduce -23.8% 71,631 $10.6M
CANADA LIFE ASSURANCE Co 0.02% Add +14.1% 68,943 $10.3M
Corebridge Financial, Inc. 0.06% Add +1.4% 67,002 $10.0M
California Public Employees Retirement System 0.01% Add +5.8% 54,521 $8.1M
Bullseye Asset Management LLC 4.34% No change 54,028 $8.0M
Crawford Investment Counsel Inc. 0.14% Add +11.5% 52,929 $7.9M
Retirement Systems of Alabama 0.03% Add +3.9% 52,746 $7.8M
Alps Advisors Inc. 0.05% Add +11.2% 52,667 $7.8M
Royal Bank of Canada 0.00% Add +6.0% 52,466 $7.8M
Polen Capital Management LLC 0.02% Reduce -6.0% 52,320 $7.8M
Axiom Investors LLC 0.07% Reduce -57.3% 49,102 $7.3M
Citadel Advisors 0.01% Reduce -17.0% 48,843 $7.3M
Susquehanna International Group, LLP 0.01% Add +50.8% 48,537 $7.2M
Manufacturers Life Insurance Company, The 0.01% Add +3.0% 48,218 $7.2M
Deutsche Bank AG 0.00% Add +39.4% 46,841 $7.0M
MetLife Investment Management, LLC 0.04% Add +0.4% 46,209 $6.9M
Stifel Financial Corp. 0.01% Add +3.4% 41,125 $6.1M
Van Eck Associates Corp. 0.01% Add +10.8% 41,056 $6.1M
Oppenheimer Asset Management Inc. 0.07% Add +7.6% 40,552 $6.0M
Fuller & Thaler Asset Management, Inc. 0.02% Add +99.0% 39,555 $5.9M
Citigroup Inc. 0.00% Reduce -5.7% 37,398 $5.6M
California State Teachers Retirement System 0.01% Add +3.5% 37,235 $5.5M
BNP Paribas Financial Markets 0.00% Add +79.0% 35,348 $5.3M
Public Employees Retirement System of Ohio 0.02% Reduce -1.0% 32,391 $4.8M
TD Asset Management Inc 0.00% Add +114.8% 31,568 $4.7M
Blair William & Co. 0.01% Reduce -13.7% 30,574 $4.5M
Alberta Investment Management Corp 0.03% Add +4.7% 30,205 $4.5M
Richard Bernstein Advisors LLC 0.11% Reduce -3.9% 29,496 $4.4M
Los Angeles Capital Management LLC 0.02% Add +7.8% 28,313 $4.2M
LPL Financial LLC 0.00% Add +176.8% 27,170 $4.0M
Intech Investment Management LLC 0.04% Add +44.4% 26,167 $3.9M
EFG Asset Management (North America) Corp. 0.64% Add +38.0% 25,965 $3.9M
First Trust Advisors LP 0.00% Reduce -48.1% 24,847 $3.7M
B. Metzler seel. Sohn & Co. AG 0.04% Add +20.0% 24,578 $3.7M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -14.1% 23,975 $3.6M
Pathstone Holdings, LLC 0.02% Add +5.0% 23,939 $3.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +8.0% 23,615 $3.5M
Ensign Peak Advisors, Inc 0.01% Reduce -19.4% 23,427 $3.5M
Meketa Investment Group Inc. 4.56% Add +154.2% 22,770 $3.4M
Man Group plc 0.01% Reduce -55.4% 22,628 $3.4M
Mutual of America Capital Management LLC 0.04% Add +1.1% 22,303 $3.3M
Comerica Bank 0.01% Add +26.6% 20,722 $3.1M
Amalgamated Bank 0.02% Reduce -0.2% 18,941 $2.8M
Orion Porfolio Solutions, LLC 0.03% Add +14.9% 18,484 $2.7M
Orion Portfolio Solutions, LLC 0.03% Add +14.9% 18,484 $2.7M
National Bank of Canada 0.00% Add +19.7% 17,836 $2.7M
Townsquare Capital LLC 0.03% Add +714.9% 17,178 $2.6M
Kingsview Wealth Management, LLC 0.05% Add +3.6% 16,943 $2.5M
Harbor Capital Advisors, Inc. 0.11% Reduce -35.7% 16,542 $2.5M
Sierra Capital LLC 0.29% Reduce -5.3% 16,375 $2.4M
State of Tennessee, Department of Treasury 0.01% No change 16,142 $2.4M
Sanctuary Advisors, LLC 0.02% Add +120.1% 15,306 $2.3M
Natixis Advisors, LLC 0.00% Add +25.0% 15,095 $2.2M
Yousif Capital Management, LLC 0.03% Add +1.4% 14,780 $2.2M
Voya Investment Management LLC 0.00% Reduce -1.4% 13,385 $2.0M
Squarepoint Ops LLC 0.00% Add +69.8% 13,381 $2.0M
Oddo BHF Asset Management Sas 0.08% Reduce -0.9% 13,287 $2.0M
Keebeck Wealth Management 0.28% Reduce -0.7% 12,670 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -12.9% 12,632 $1.9M
Ameritas Investment Partners, Inc. 0.06% Add +2.4% 12,538 $1.9M
Louisiana State Employees Retirement System 0.04% Add +4.3% 12,100 $1.8M
Argent Capital Management LLC 0.05% Reduce -2.1% 11,890 $1.8M
Bridges Investment Management Inc. 0.03% Add +111.3% 11,845 $1.8M
AQR Capital Management 0.00% Reduce -40.0% 11,918 $1.7M
Arizona State Retirement System 0.01% Add +1.7% 11,360 $1.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +2.9% 11,193 $1.7M
Creative Planning 0.00% Reduce -83.4% 10,882 $1.6M
FMR LLC 0.00% Add +78.1% 10,758 $1.6M
Victory Capital Management Inc. 0.00% Reduce -38.1% 10,504 $1.6M
ProShare Advisors LLC 0.00% Reduce -18.3% 10,431 $1.6M
State of Michigan Retirement System 0.01% Add +5.0% 10,400 $1.5M
STRS Ohio 0.01% No change 10,400 $1.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +12.3% 10,359 $1.5M
Assetmark, Inc. 0.00% Add +2.6% 10,287 $1.5M
State Board of Administration of Florida Retirement System 0.00% No change 9,929 $1.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 9,777 $1.5M
Commonwealth Equity Services, LLC 0.00% Add +96.2% 9,759 $1.5M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +12.5% 9,773 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +3.8% 9,635 $1.4M
Handelsbanken Fonder AB 0.01% No change 9,600 $1.4M
Truist Financial Corp. 0.00% Reduce -4.9% 9,388 $1.4M
Jefferies Financial Group Inc. 0.02% New 8,900 $1.3M
Oregon Public Employees Retirement Fund 0.03% Add +3.8% 8,869 $1.3M
Cibc World Markets Corp. 0.01% Add +144.8% 8,799 $1.3M
Grandeur Peak Global Advisors, LLC 0.14% Reduce -44.5% 8,605 $1.3M
Police & Firemen's Retirement System of New Jersey 0.01% Add +4.2% 8,518 $1.3M
New Age Alpha Advisors, LLC 0.06% Reduce -7.0% 8,472 $1.3M
KLP Kapitalforvaltning As 0.01% Add +5.1% 8,300 $1.2M
Avantax Advisory Services, Inc. 0.01% Add +11.2% 8,280 $1.2M
XTX Topco Ltd 0.06% Add +86.7% 8,252 $1.2M
Gsa Capital Partners LLP 0.11% Reduce -14.2% 8,243 $1.2M
New Mexico Educational Retirement Board 0.04% No change 8,200 $1.2M
Credit Agricole S A 0.00% No change 7,943 $1.2M
New York State Teachers Retirement System 0.00% Add +11.3% 7,880 $1.2M
Van Hulzen Asset Management, LLC 0.11% Reduce -5.0% 7,868 $1.2M
Bank of Montreal 0.00% Add +84.0% 7,675 $1.1M
Sterling Capital Management LLC 0.02% Reduce -22.1% 7,639 $1.1M
M&T Bank Corp 0.00% Reduce -12.3% 7,324 $1.1M
Snowden Capital Advisors LLC 0.03% Reduce -2.4% 7,231 $1.1M
Mariner, LLC 0.00% Add +178.4% 7,238 $1.1M
Erste Asset Management GmbH 0.01% Reduce -1.2% 6,779 $1.0M
Teacher Retirement System of Texas 0.00% Reduce -85.8% 6,389 $950K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.11% No change 6,200 $922K
Pictet Asset Management Holding SA 0.00% Add +14.0% 6,164 $916K
Diversified Trust Co. 0.02% New 6,083 $904K
Integrated Wealth Concepts LLC 0.01% Add +256.1% 6,019 $896K
Cookson Peirce & Co. Inc. 0.04% Add +16.1% 5,939 $883K
Xponance LLC 0.01% Add +4.8% 5,932 $882K
&partners 0.01% Add +69.7% 5,728 $843K
Yorktown Management & Research Co Inc 0.90% No change 5,600 $833K
O'shaughnessy Asset Management, LLC 0.01% Reduce -0.7% 5,312 $790K
State of Alaska, Department of Revenue 0.01% Add +6.6% 5,080 $755K
State of Wisconsin Investment Board 0.00% Reduce -24.6% 5,054 $751K
Tidal Investments LLC 0.01% Reduce -20.0% 5,020 $746K
FourThought Financial Partners, LLC 0.08% Add +0.7% 4,999 $743K
Cetera Investment Advisers 0.00% Add +73.1% 4,682 $696K
Jump Financial, LLC 0.01% Reduce -74.8% 4,659 $693K
Jennison Associates LLC 0.00% Reduce -20.1% 4,641 $690K
Janney Montgomery Scott LLC 0.00% Add +10.3% 4,616 $686K
Guggenheim Capital LLC 0.01% Reduce -9.8% 4,522 $672K
Lanark Financial, Inc. 0.05% — 4,269 $634K
Pinebridge Investments, L.P. 0.00% New 4,180 $621K
Aviva PLC 0.00% Add +23.8% 4,127 $614K
Inceptionr LLC 0.18% New 4,083 $607K
Florida Financial Advisors, LLC 0.24% Add +49.0% 4,069 $604K
Caitlin John, LLC 0.59% Reduce -60.3% 4,059 $603K
CW Advisors, LLC 0.01% Add +0.1% 3,991 $593K
Illinois Municipal Retirement Fund 0.01% No change 3,988 $593K
Prudential Financial Inc. 0.00% Add +5.3% 3,988 $593K
Park Avenue Securities LLC 0.01% Add +41.9% 3,687 $548K
Atria Investments, Inc 0.01% Add +16.9% 3,669 $546K
F/m Investments LLC 0.02% Add +81.7% 3,660 $544K
MML Investors Services, LLC 0.00% Add +32.2% 3,481 $518K
Equitable Trust Co. 0.03% No change 3,448 $513K
Wealth Enhancement Advisory Services, LLC 0.00% Add +6.6% 3,414 $508K
Securian Asset Management, Inc. 0.01% Add +4.4% 3,292 $489K
Vanguard Personalized Indexing Management, LLC 0.01% Add +92.9% 3,188 $474K
Tower Research Capital LLC (TRC) 0.01% Reduce -29.2% 3,173 $472K
AXA S.A. 0.00% Add +1.8% 3,158 $470K
Personal Cfo Solutions, LLC 0.09% Reduce -5.2% 3,127 $465K
Sandia Investment Management LP 1.31% New 3,000 $446K
Laurion Capital Management LP 0.04% Add +24.2% 3,000 $446K
Liontrust Investment Partners LLP 0.01% New 2,939 $437K
Dark Forest Capital Management LP 0.02% New 2,798 $416K
Brown Brothers Harriman & Co. 0.00% Reduce -31.2% 2,760 $410K
US Bancorp \de 0.00% Add +68.1% 2,735 $407K
Henshaw Capital LLC 0.02% Reduce -23.6% 2,692 $400K
HighTower Advisors, LLC 0.00% Add +46.4% 2,670 $397K
Entropy Technologies, LP 0.04% New 2,600 $387K
Gibbs Wealth Management 0.09% New 2,516 $374K
Optimize Financial Inc. 0.14% New 2,515 $374K
Crossmark Global Holdings, Inc. 0.01% Reduce -1.1% 2,485 $369K
United Services Automobile Association 0.01% New 2,504 $368K
Vista Finance, LLC 0.32% Add +8.1% 2,468 $367K
CenterBook Partners LP 0.02% New 2,354 $350K
Cynosure Group, LLC 0.05% Add +16.2% 2,307 $343K
State of Wyoming 0.05% Reduce -3.5% 2,306 $343K
Nomura Asset Management Co. Ltd. 0.00% Reduce -34.5% 2,255 $335K
Coldstream Capital Management Inc. 0.01% Reduce -1.5% 2,244 $334K
Connecticut Wealth Management, LLC 0.02% No change 2,235 $332K
Grey Fox Wealth Advisors, LLC 0.09% New 2,200 $328K
Conservest Capital Advisors, Inc. 0.03% No change 2,150 $320K
Leonteq Securities AG 0.02% Add +61.9% 2,000 $304K
Portside Wealth Group, LLC 0.05% New 1,990 $296K
SG Americas Securities, LLC 0.00% Add +133.6% 1,974 $293K
Axq Capital, LP 0.12% Add +6.6% 1,946 $289K
Envestnet Portfolio Solutions, Inc. 0.00% Add +1.9% 1,912 $284K
Stephens Inc. 0.00% New 1,866 $277K
KBC Group NV 0.00% Reduce -92.3% 1,840 $274K
Tokio Marine Asset Management Co. Ltd. 0.01% New 1,820 $271K
Profund Advisors LLC 0.01% Reduce -5.4% 1,796 $267K
Argent Trust Co 0.01% No change 1,751 $260K
HSBC Holdings PLC 0.00% Reduce -85.7% 1,723 $253K
Old National Bancorp 0.01% Add +10.3% 1,653 $246K
Lifestyle Asset Management, Inc. 0.13% Add +8.0% 1,636 $243K
Centiva Capital, LP 0.01% Reduce -87.0% 1,620 $241K
Quantinno Capital Management LP 0.00% New 1,563 $232K
Shelton Capital Management 0.01% No change 1,529 $227K
OneDigital Investment Advisors LLC 0.00% New 1,514 $225K
Praxis Investment Management Inc. 0.02% New 1,500 $223K
EntryPoint Capital, LLC 0.10% Reduce -7.7% 1,483 $220K
Smith Shellnut Wilson LLC 0.10% No change 1,475 $219K
CI Investments Inc. 0.00% Add +10.2% 1,473 $219K
Islay Capital Management, LLC 0.15% Reduce -71.8% 1,444 $215K
Fifth Third Wealth Advisors LLC 0.01% Reduce -18.2% 1,431 $213K
EverSource Wealth Advisors, LLC 0.01% Add +2336.8% 1,389 $207K
Venturi Wealth Management, LLC 0.01% New 1,360 $202K
PNC Financial Services Group, Inc. 0.00% Add +47.5% 1,358 $202K
Hamilton Capital Partners Inc. 0.01% Reduce -2.7% 1,207 $179K
Nisa Investment Advisors, LLC 0.00% Add +1.0% 932 $139K
IFP Advisors, Inc 0.00% Add +2.3% 931 $138K
GAMMA Investing LLC 0.01% Add +65.8% 920 $137K
Fifth Third Bancorp 0.00% Add +64.2% 918 $136K
Harbor Investment Advisory, LLC 0.01% No change 834 $124K
First Horizon Advisors, Inc. 0.00% Add +3.3% 722 $107K
Osaic Holdings, Inc. 0.00% Reduce -51.8% 641 $96K
Cwm, LLC 0.00% Add +18.2% 611 $91K
Huntington National Bank 0.00% Reduce -13.0% 583 $87K
Arax Advisory Partners 0.00% Add +23.8% 504 $75K
LRI Investments, LLC 0.01% New 482 $72K
UMB Bank, n.a. 0.00% Add +270.3% 474 $70K
Signaturefd, LLC 0.00% No change 419 $62K
Covestor Ltd 0.04% Add +375.9% 414 $62K
Geneos Wealth Management Inc. 0.00% Add +196.9% 383 $57K
Quadrant Capital Group LLC 0.00% Add +107.6% 382 $57K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -55.1% 299 $44K
CBIZ Investment Advisory Services, LLC 0.00% No change 287 $43K
Principal Securities, Inc. 0.00% No change 283 $42K
Whittier Trust Co. of Nevada Inc. 0.00% New 221 $33K
Binnacle Investments Inc 0.02% — 202 $30K
Versant Capital Management, Inc 0.01% New 199 $30K
WPG Advisers, LLC 0.02% Reduce -2.2% 178 $26K
MassMutual Private Wealth & Trust, FSB 0.00% Add +252.0% 176 $26K
Centerpoint Advisors, LLC 0.01% No change 172 $26K
Clearstead Advisors, LLC 0.00% No change 161 $24K
Retirement Wealth Solutions LLC 0.02% No change 156 $23K
Rise Advisors, LLC 0.01% Add +36.0% 151 $22K
Continuum Advisory, LLC 0.00% No change 147 $22K
Acadian Asset Management LLC 0.00% No change 141 $20K
Private Trust Co. NA 0.00% Add +452.2% 127 $19K
Smartleaf Asset Management LLC 0.00% Add +24.3% 128 $19K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 110 $16K
Optiver Holding B.V. 0.00% New 108 $16K
Jones Financial Companies LLLP 0.00% Reduce -2.9% 101 $15K
Brooklyn Investment Group 0.00% Add +3000.0% 93 $14K
Group One Trading LLC 0.00% New 93 $14K
Iron Horse Wealth Management, LLC 0.00% No change 85 $13K
Rothschild Investment LLC 0.00% Add +74.5% 82 $12K
Park Place Capital Corp 0.00% Add +766.7% 78 $12K
Cornerstone Planning Group LLC 0.00% New 79 $11K
Kestra Investment Management, LLC 0.00% New 74 $11K
Farther Finance Advisors, LLC 0.00% Reduce -77.6% 67 $10K
Spire Wealth Management 0.00% New 68 $10K
MAI Capital Management 0.00% Reduce -16.7% 65 $10K
Accredited Wealth Management, LLC 0.01% New 64 $10K
Steward Partners Investment Advisory, LLC 0.00% No change 53 $8K
Marshall & Sterling Wealth Advisors Inc. 0.01% New 51 $8K
Wilmington Savings Fund Society, FSB 0.00% New 49 $7K
Vermillion & White Wealth Management Group, LLC 0.01% New 47 $7K
Whipplewood Advisors, LLC 0.00% Reduce -70.5% 13 $7K
CIBC Private Wealth Group LLC 0.00% Add +66.7% 50 $6K
Larson Financial Group LLC 0.00% Add +233.3% 40 $6K
Parallel Advisors, LLC 0.00% Reduce -13.0% 40 $6K
Mather Group, Llc. 0.00% No change 38 $6K
TD Private Client Wealth LLC 0.00% Add +60.9% 37 $6K
C M Bidwell & Associates Ltd. 0.00% Reduce -11.4% 31 $5K
CENTRAL TRUST Co 0.00% No change 29 $4K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -80.8% 27 $4K
Hantz Financial Services, Inc. 0.00% New 24 $4K
Financial Gravity Asset Management, Inc. 0.00% — 25 $4K
Allworth Financial LP 0.00% No change 25 $4K
NewSquare Capital LLC 0.00% Add +1000.0% 22 $3K
Farmers & Merchants Investments Inc. 0.00% New 21 $3K
Hemington Wealth Management 0.00% Add +53.3% 23 $3K
Parkside Financial Bank & Trust 0.00% New 20 $3K
Wolff Wiese Magana LLC 0.00% New 19 $3K
SouthState Bank Corp 0.00% New 19 $3K
City Holding Co. 0.00% New 19 $3K
Colonial Trust Co / SC 0.00% New 19 $3K
JFS Wealth Advisors, LLC 0.00% No change 18 $3K
Lindbrook Capital, LLC 0.00% Reduce -42.9% 16 $2K
Financial Network Wealth Advisors LLC 0.00% New 16 $2K
Stephens Consulting, LLC 0.00% New 15 $2K
Albion Financial Group 0.00% No change 12 $2K
North Capital, Inc. 0.00% — 10 $1K
Laurel Wealth Advisors LLC 0.00% No change 10 $1K
Manchester Capital Management LLC 0.00% Add +33.3% 8 $1K
MPWM Advisory Solutions, LLC 0.00% No change 8 $1K
CVA Family Office, LLC 0.00% Add +75.0% 7 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 7 $1K
Global Financial Private Client, LLC 0.00% Add +200.0% 6 $892
Bokf, NA 0.00% No change 6 $892
SBI Securities Co., Ltd. 0.00% No change 6 $892
Amundi 0.00% New 6 $845
WealthTrak Capital Management LLC 0.00% Add +400.0% 5 $744
SJS Investment Consulting Inc. 0.00% No change 5 $744
Bare Financial Services, Inc 0.00% New 4 $595
AdvisorNet Financial, Inc 0.00% New 4 $595
American Capital Advisory, LLC 0.00% New 2 $298
Federation des caisses Desjardins du Quebec 0.00% Reduce -99.1% 2 $297
Rakuten Securities, Inc. 0.00% Reduce -90.0% 1 $149
Parkworth Wealth Management, Inc. 0.00% No change 1 $149
HFM Investment Advisors, LLC 0.00% — 1 $149
Bay Harbor Wealth Management, LLC 0.00% New 1 $149
TFC Financial Management, Inc. 0.00% No change 1 $149
AlphaQuest LLC 0.00% No change 1 $149

"% 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.