Hamilton Lane Inc. Class AHLNE
13F holders, Q1 2025 (March 31)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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $556.0M |
| Exits | 51 | $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.