Hamilton Lane Inc. Class AHLNE

13F holders, Q2 2025 (June 30)
394holders +42
87new positions
45sold out
7famous investors
$142.15avg. 13F price*

At the end of Q2 2025, 394 institutions reported holding Hamilton Lane Inc. Class A (HLNE) in their 13F filings, up 42 from Q1 2025. 87 opened new positions and 45 sold out. The largest holders were BlackRock, Inc. ($601.3M), Vanguard Group Inc. ($538.3M) and Kayne Anderson Rudnick Investment Management LLC ($408.2M). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions87$199.3M
Exits45$129.6M

All 13F filers, Q1 2025 → Q2 2025: 4,125,806 shares bought and 6,611,878 shares sold, net −2,486,072 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 394 holders

BlackRock, Inc. 0.01% Reduce -19.9% 4,231,186 $601.3M
Vanguard Group Inc. 0.01% Reduce -1.2% 3,787,792 $538.3M
Kayne Anderson Rudnick Investment Management LLC 0.97% Reduce -1.3% 2,872,094 $408.2M
Wasatch Advisors LP 1.11% Reduce -25.0% 1,488,224 $211.5M
T. Rowe Price Investment Management, Inc. 0.13% Add +13.3% 1,444,079 $205.2M
Invesco Ltd. 0.03% Reduce -21.7% 1,429,859 $203.2M
Wellington Management Group LLP 0.04% Reduce -17.1% 1,411,174 $200.6M
State Street Corp. 0.01% Reduce -13.9% 1,337,568 $190.8M
T. Rowe Price Associates Inc. 0.02% Reduce -7.5% 1,265,567 $179.9M
Champlain Investment Partners, LLC 1.03% Add +36.7% 1,037,943 $147.5M
Geode Capital Management, LLC 0.01% Reduce -17.1% 1,022,666 $145.4M
Federated Hermes, Inc. 0.24% Reduce -19.9% 896,946 $127.5M
Morgan Stanley 0.01% Add +2.8% 772,254 $109.8M
Clearbridge Investments, LLC 0.08% Reduce -11.4% 708,455 $100.7M
Citadel Advisors 0.09% Add +1325.7% 696,366 $99.0M
Van Berkom & Associates Inc. 2.88% Add +3.3% 681,074 $96.8M
Neuberger Berman Group LLC 0.07% Reduce -2.8% 654,539 $93.0M
Dimensional Fund Advisors LP 0.02% Add +0.1% 639,668 $90.9M
Copeland Capital Management, LLC 1.52% Reduce -31.9% 521,036 $74.0M
Loomis Sayles & Co. L P 0.09% Reduce -14.5% 520,766 $74.0M
American Century Companies Inc. 0.04% Reduce -7.5% 501,979 $71.3M
Macquarie Group Ltd. 0.09% Reduce -4.1% 491,165 $69.8M
Capital World Investors 0.01% Add +76.0% 483,863 $68.8M
JPMorgan Chase & Co. 0.00% Reduce -29.1% 482,379 $68.6M
Principal Financial Group Inc. 0.04% Reduce -11.2% 476,237 $67.7M
Wells Fargo & Company 0.01% Add +24.0% 461,224 $65.5M
Janus Henderson Group PLC 0.03% Reduce -1.6% 437,592 $62.2M
Northern Trust Corp. 0.01% Reduce -31.1% 428,987 $61.0M
Bank of America Corp. 0.00% Reduce -2.5% 426,688 $60.6M
Ameriprise Financial Inc. 0.01% Reduce -8.1% 397,345 $56.5M
Raymond James Financial Inc. 0.02% Add +70.2% 383,473 $54.5M
Bank of New York Mellon Corp 0.01% Reduce -2.6% 350,449 $49.8M
Norges Bank 0.01% Reduce -15.1% 328,183 $46.6M
Goldman Sachs Group Inc. 0.01% Add +2.5% 316,396 $45.0M
TimesSquare Capital Management, LLC 0.61% Reduce -4.3% 296,348 $42.1M
Charles Schwab Investment Management Inc. 0.01% Reduce -21.3% 294,073 $41.8M
UBS Group AG 0.01% Reduce -6.9% 279,399 $39.7M
Envestnet Asset Management Inc. 0.01% Add +26.9% 274,868 $39.1M
Geneva Capital Management LLC 0.65% Add +5.9% 272,519 $38.7M
DF Dent & Co. Inc. 0.47% Add +3.2% 259,716 $36.9M
Artisan Partners Limited Partnership 0.05% Reduce -1.1% 254,891 $36.2M
Sei Investments Co. 0.04% Reduce -1.0% 219,853 $31.2M
Royal Bank of Canada 0.01% Add +303.4% 211,644 $30.1M
Millennium Management 0.03% New 204,399 $29.0M
Renaissance Technologies 0.03% Add +140.3% 172,131 $24.5M
Citigroup Inc. 0.02% Add +358.2% 171,342 $24.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +64.0% 158,534 $22.5M
Voloridge Investment Management, LLC 0.08% Add +45.5% 145,857 $20.7M
Weiss Asset Management LP 0.37% New 137,101 $19.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -16.9% 136,720 $19.4M
HRT Financial LP 0.08% New 134,649 $19.1M
Balyasny Asset Management L.P. 0.04% New 133,884 $19.0M
Bessemer Group Inc. 0.03% Reduce -23.6% 132,505 $18.8M
Silvercrest Asset Management Group LLC 0.12% Add +5.5% 128,404 $18.2M
FIL Ltd 0.02% Reduce -3.6% 126,538 $18.0M
Jane Street Group, LLC 0.03% New 113,912 $16.2M
Rhumbline Advisers 0.01% Reduce -11.1% 113,608 $16.1M
Public Employees Retirement Association of Colorado 0.06% No change 112,162 $15.9M
Susquehanna International Group, LLP 0.02% Add +124.9% 109,173 $15.5M
Fred Alger Management, LLC 0.07% Reduce -82.9% 106,726 $15.2M
Segall Bryant & Hamill, LLC 0.21% Add +20.5% 104,553 $14.9M
Janney Montgomery Scott LLC 0.04% Add +2139.2% 103,360 $14.7M
Congress Asset Management Co. 0.10% Add +1.1% 100,066 $14.2M
Legal & General Group Plc 0.00% Add +16.0% 93,661 $13.3M
Stifel Financial Corp. 0.01% Add +123.3% 91,816 $13.0M
Twinbeech Capital LP 0.26% New 81,812 $11.6M
New York State Common Retirement Fund 0.01% Reduce -43.0% 78,684 $11.2M
Swiss National Bank 0.01% Add +2.2% 78,600 $11.2M
Kornitzer Capital Management Inc. 0.21% Reduce -33.9% 71,193 $10.1M
CANADA LIFE ASSURANCE Co 0.02% Add +1.0% 69,608 $9.9M
Barclays PLC 0.00% Reduce -41.5% 66,734 $9.5M
Russell Investments Group, Ltd. 0.01% Reduce -16.2% 66,272 $9.4M
Nuveen, LLC 0.00% Reduce -59.7% 65,923 $9.4M
Allspring Global Investments Holdings, LLC 0.01% Reduce -20.4% 59,414 $8.4M
California Public Employees Retirement System 0.01% Add +5.6% 57,598 $8.2M
Bullseye Asset Management LLC 3.83% No change 54,028 $7.7M
Retirement Systems of Alabama 0.03% Add +0.4% 52,968 $7.5M
Alps Advisors Inc. 0.04% Reduce -0.3% 52,515 $7.5M
Alliancebernstein L.P. 0.00% Reduce -55.3% 50,739 $7.2M
Qube Research & Technologies Ltd 0.01% New 48,765 $6.9M
Van Eck Associates Corp. 0.01% Add +13.5% 46,607 $6.6M
LPL Financial LLC 0.00% Add +66.8% 45,330 $6.4M
National Bank of Canada 0.01% Add +151.9% 44,924 $6.4M
Public Employees Retirement System of Ohio 0.02% Add +35.2% 43,783 $6.2M
Crawford Investment Counsel Inc. 0.11% Reduce -18.1% 43,329 $6.2M
Y-Intercept (Hong Kong) Ltd 0.15% New 42,454 $6.0M
Tudor Investment Corporation 0.04% New 41,213 $5.9M
California State Teachers Retirement System 0.01% Add +0.3% 37,346 $5.3M
Fuller & Thaler Asset Management, Inc. 0.02% Reduce -7.4% 36,622 $5.2M
Argent Capital Management LLC 0.15% Add +207.1% 36,508 $5.2M
Brevan Howard Capital Management LP 0.05% New 34,028 $4.8M
TD Asset Management Inc 0.00% Add +5.7% 33,366 $4.7M
Manufacturers Life Insurance Company, The 0.00% Reduce -33.3% 32,177 $4.6M
First Trust Advisors LP 0.00% Add +26.7% 31,483 $4.5M
Engineers Gate Manager LP 0.05% New 30,713 $4.4M
Blair William & Co. 0.01% Reduce -4.2% 29,294 $4.2M
D. E. Shaw & Co. 0.00% New 27,484 $3.9M
Richard Bernstein Advisors LLC 0.10% Reduce -7.7% 27,237 $3.9M
Jefferies Financial Group Inc. 0.06% Add +196.2% 26,361 $3.7M
ExodusPoint Capital Management, LP 0.04% New 25,490 $3.6M
Man Group plc 0.01% Add +11.2% 25,155 $3.6M
Truist Financial Corp. 0.01% Add +163.6% 24,745 $3.5M
Teachers Retirement System of the State of Kentucky 0.03% Add +2.7% 24,630 $3.5M
MetLife Investment Management, LLC 0.02% Reduce -47.0% 24,466 $3.5M
Oppenheimer Asset Management Inc. 0.04% Reduce -44.5% 22,514 $3.2M
Mutual of America Capital Management LLC 0.03% Reduce -3.4% 21,551 $3.1M
Amalgamated Bank 0.02% Add +11.8% 21,183 $3.0M
NewEdge Wealth, LLC 0.05% New 19,205 $2.9M
Squarepoint Ops LLC 0.01% Add +54.7% 20,695 $2.9M
Pathstone Holdings, LLC 0.01% Reduce -15.2% 20,303 $2.9M
Comerica Bank 0.01% Reduce -2.8% 20,137 $2.9M
Deutsche Bank AG 0.00% Reduce -57.4% 19,974 $2.8M
Vestmark Advisory Solutions, Inc. 0.04% New 19,418 $2.8M
Van Hulzen Asset Management, LLC 0.23% Add +144.6% 19,243 $2.7M
Quantessence Capital LLC 0.80% New 19,080 $2.7M
Ensign Peak Advisors, Inc 0.00% Reduce -18.6% 19,064 $2.7M
Treasurer of the State of North Carolina 0.01% New 18,660 $2.7M
Empowered Funds, LLC 0.03% New 17,980 $2.6M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -29.6% 17,314 $2.5M
&partners 0.02% Add +197.7% 17,053 $2.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +70.9% 16,705 $2.4M
Capitolis Liquid Global Markets LLC 0.02% New 16,700 $2.4M
Sierra Capital LLC 0.27% No change 16,375 $2.3M
State Board of Administration of Florida Retirement System 0.00% Add +63.5% 16,236 $2.3M
State of Tennessee, Department of Treasury 0.01% No change 16,142 $2.3M
Sanctuary Advisors, LLC 0.01% Add +3.7% 15,874 $2.3M
Police & Firemen's Retirement System of New Jersey 0.02% Add +77.5% 15,118 $2.1M
Yousif Capital Management, LLC 0.02% Reduce -2.1% 14,467 $2.1M
Point72 Hong Kong Ltd 0.14% New 13,895 $2.0M
State of New Jersey Common Pension Fund D 0.01% Add +9.1% 13,779 $2.0M
Bridges Investment Management Inc. 0.03% Add +15.4% 13,674 $1.9M
XTX Topco Ltd 0.08% Add +57.8% 13,023 $1.9M
Oddo BHF Asset Management Sas 0.07% Reduce -2.7% 12,933 $1.8M
Atria Investments, Inc 0.02% Add +251.7% 12,902 $1.8M
Voya Investment Management LLC 0.00% Reduce -3.8% 12,875 $1.8M
Commonwealth Equity Services, LLC 0.00% Add +31.2% 12,801 $1.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +13.8% 12,733 $1.8M
Keebeck Wealth Management 0.24% Reduce -0.8% 12,565 $1.8M
Tower Research Capital LLC (TRC) 0.05% Add +285.5% 12,232 $1.7M
Catalyst Funds Management Pty Ltd 0.48% New 12,200 $1.7M
Louisiana State Employees Retirement System 0.03% Add +0.8% 12,200 $1.7M
Susquehanna Portfolio Strategies, LLC 0.04% New 12,142 $1.7M
Arizona State Retirement System 0.01% Add +5.8% 12,013 $1.7M
Point72 Asset Management 0.00% New 12,010 $1.7M
Harbor Capital Advisors, Inc. 0.07% Reduce -28.7% 11,794 $1.7M
Scientech Research LLC 0.40% New 11,484 $1.6M
Thrivent Financial for Lutherans 0.00% Reduce -87.7% 11,144 $1.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +7.5% 11,135 $1.6M
Jain Global LLC 0.03% New 10,973 $1.6M
Centiva Capital, LP 0.10% Add +563.2% 10,744 $1.5M
Hussman Strategic Advisors, Inc. 0.34% New 10,500 $1.5M
New Age Alpha Advisors, LLC 0.07% Add +23.8% 10,487 $1.5M
State of Michigan Retirement System 0.01% No change 10,400 $1.5M
Edgestream Partners, L.P. 0.04% New 10,358 $1.5M
Creative Planning 0.00% Reduce -5.0% 10,334 $1.5M
Polen Capital Management LLC 0.00% Reduce -80.8% 10,061 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.4% 9,676 $1.4M
Handelsbanken Fonder AB 0.00% No change 9,600 $1.4M
Avantax Advisory Services, Inc. 0.01% Add +9.7% 9,081 $1.3M
Illinois Municipal Retirement Fund 0.02% Add +123.4% 8,910 $1.3M
Oregon Public Employees Retirement Fund 0.02% No change 8,869 $1.3M
Victory Capital Management Inc. 0.00% Reduce -16.2% 8,798 $1.3M
AQR Capital Management 0.00% Reduce -27.0% 8,697 $1.2M
Erste Asset Management GmbH 0.01% Add +27.5% 8,644 $1.2M
Cetera Investment Advisers 0.00% Add +83.4% 8,587 $1.2M
Sterling Capital Management LLC 0.02% Add +12.1% 8,562 $1.2M
KLP Kapitalforvaltning As 0.01% Add +1.2% 8,400 $1.2M
Ameritas Investment Partners, Inc. 0.04% Reduce -32.9% 8,414 $1.2M
Caxton Associates LLP 0.03% New 8,305 $1.2M
Diversified Trust Co. 0.03% Add +36.4% 8,298 $1.2M
Caitlin John, LLC 1.07% Add +103.4% 8,255 $1.2M
New Mexico Educational Retirement Board 0.04% No change 8,200 $1.2M
New York State Teachers Retirement System 0.00% Add +1.3% 7,980 $1.1M
Bank of Montreal 0.00% Reduce -0.9% 7,608 $1.1M
TD Private Client Wealth LLC 0.03% Add +19575.7% 7,280 $1.0M
M&T Bank Corp 0.00% Reduce -0.7% 7,273 $1.0M
Xponance LLC 0.01% Add +20.0% 7,121 $1.0M
Orion Porfolio Solutions, LLC 0.01% Reduce -62.7% 6,889 $979K
Aster Capital Management (DIFC) Ltd 0.22% New 6,883 $978K
Laurion Capital Management LP 0.12% Add +127.9% 6,836 $972K
Gsa Capital Partners LLP 0.07% Reduce -18.6% 6,706 $953K
Pictet Asset Management Holding SA 0.00% Add +7.3% 6,613 $940K
Nebula Research & Development LLC 0.08% New 6,534 $929K
Teacher Retirement System of Texas 0.00% Add +0.8% 6,437 $915K
Jump Financial, LLC 0.01% Add +36.8% 6,373 $906K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -35.5% 6,300 $895K
Two Sigma Securities, LLC 0.11% New 6,252 $889K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.08% Reduce -0.3% 6,184 $879K
Novem Group 0.11% New 6,059 $861K
Virtu Financial LLC 0.04% New 5,920 $841K
MML Investors Services, LLC 0.00% Add +70.0% 5,918 $841K
Marshall Financial Group, LLC 0.16% New 5,743 $839K
BNP Paribas Financial Markets 0.00% Reduce -83.4% 5,855 $832K
Osaic Holdings, Inc. 0.00% Add +802.0% 5,782 $825K
Mariner, LLC 0.00% Reduce -21.3% 5,700 $810K
Yorktown Management & Research Co Inc 0.76% No change 5,600 $796K
Schonfeld Strategic Advisors LLC 0.01% New 5,491 $780K
FourThought Financial Partners, LLC 0.08% Add +8.4% 5,417 $770K
Bayesian Capital Management, LP 0.12% New 5,346 $760K
Meketa Investment Group Inc. 2.22% Reduce -77.3% 5,162 $734K
O'shaughnessy Asset Management, LLC 0.01% Reduce -3.0% 5,154 $732K
Integrated Wealth Concepts LLC 0.01% Reduce -14.7% 5,132 $729K
Snowden Capital Advisors LLC 0.02% Reduce -29.5% 5,100 $728K
Two Sigma Investments, LP 0.00% New 5,076 $721K
FMR LLC 0.00% Reduce -53.0% 5,051 $718K
Nomura Asset Management Co. Ltd. 0.00% Add +120.5% 4,973 $707K
State of Alaska, Department of Revenue 0.01% Reduce -3.7% 4,890 $694K
Verition Fund Management LLC 0.00% New 4,776 $679K
Hudson Bay Capital Management LP 0.01% New 4,720 $671K
Gibbs Wealth Management 0.13% Add +85.1% 4,656 $662K
iSAM Funds (UK) Ltd 0.14% New 4,511 $641K
WINTON GROUP Ltd 0.03% New 4,444 $632K
Florida Financial Advisors, LLC 0.15% Add +6.9% 4,348 $621K
Scott Marsh Financial, LLC 0.22% — 4,209 $598K
Envestnet Portfolio Solutions, Inc. 0.00% Add +116.7% 4,144 $589K
Guggenheim Capital LLC 0.00% Reduce -10.1% 4,067 $578K
Diversify Advisory Services, LLC 0.02% New 3,562 $565K
Massachusetts Financial Services Co. 0.00% Reduce -97.5% 3,969 $564K
CW Advisors, LLC 0.01% Reduce -0.7% 3,965 $564K
State of Wisconsin Investment Board 0.00% Reduce -23.0% 3,893 $553K
Aquatic Capital Management LLC 0.01% New 3,861 $549K
111 Capital 0.09% New 3,716 $528K
F/m Investments LLC 0.02% Add +0.7% 3,685 $524K
Tidal Investments LLC 0.00% Reduce -32.0% 3,411 $485K
Prudential Financial Inc. 0.00% Reduce -15.3% 3,377 $480K
Blueshift Asset Management, LLC 0.14% New 3,312 $471K
Securian Asset Management, Inc. 0.01% No change 3,292 $468K
Park Avenue Securities LLC 0.00% Reduce -14.1% 3,168 $450K
AXA S.A. 0.00% No change 3,158 $449K
Fox Run Management, L.L.C. 0.07% New 3,127 $444K
Aviva PLC 0.00% Reduce -24.7% 3,109 $442K
Glenmede Investment Management, LP 0.00% — 3,103 $441K
HighTower Advisors, LLC 0.00% Add +10.4% 2,947 $419K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -17.2% 2,827 $416K
Liontrust Investment Partners LLP 0.01% Reduce -1.7% 2,889 $411K
LVW Advisors, LLC 0.04% New 2,794 $397K
Impact Capital Partners LLC 0.13% New 2,776 $395K
Cynosure Group, LLC 0.04% Add +20.1% 2,770 $394K
Brown Brothers Harriman & Co. 0.00% Reduce -0.9% 2,736 $389K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -15.0% 2,710 $385K
Henshaw Capital LLC 0.02% No change 2,692 $383K
Townsquare Capital LLC 0.04% Reduce -84.5% 2,672 $380K
SG Americas Securities, LLC 0.00% Add +33.1% 2,628 $373K
Portside Wealth Group, LLC 0.05% Add +31.1% 2,609 $371K
Vista Finance, LLC 0.31% Add +4.0% 2,568 $365K
Personal Cfo Solutions, LLC 0.07% Reduce -18.0% 2,565 $364K
Pacer Advisors, Inc. 0.00% New 2,520 $358K
Kestra Private Wealth Services, LLC 0.01% New 2,511 $357K
Optimize Financial Inc. 0.22% Reduce -0.6% 2,499 $355K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.4% 2,475 $352K
SummitTX Capital, L.P. 0.02% New 2,469 $351K
Amundi 0.00% Add +39766.7% 2,392 $347K
Readystate Asset Management LP 0.03% New 2,407 $342K
Mackenzie Financial Corp. 0.00% New 2,348 $334K
Financial Advocates Investment Management 0.03% New 2,334 $332K
Connecticut Wealth Management, LLC 0.02% No change 2,235 $318K
Old Mission Capital LLC 0.01% New 2,229 $317K
Grey Fox Wealth Advisors, LLC 0.07% No change 2,200 $314K
Conservest Capital Advisors, Inc. 0.03% No change 2,150 $306K
Utah Retirement Systems 0.00% New 2,112 $300K
Leonteq Securities AG 0.02% Add +4.0% 2,080 $296K
AlphaQuest LLC 0.03% Add +207100.0% 2,072 $294K
US Bancorp \de 0.00% Reduce -28.6% 1,954 $278K
Old National Bancorp 0.00% Add +17.7% 1,945 $276K
Maryland State Retirement & Pension System 0.01% New 1,942 $276K
ProShare Advisors LLC 0.00% Reduce -81.6% 1,922 $273K
Merit Financial Group, LLC 0.00% New 1,825 $259K
Tokio Marine Asset Management Co. Ltd. 0.01% No change 1,820 $259K
Magnetar Financial LLC 0.00% New 1,778 $253K
Argent Trust Co 0.01% No change 1,751 $249K
Versor Investments LP 0.04% New 1,732 $246K
PNC Financial Services Group, Inc. 0.00% Add +26.7% 1,720 $244K
Vicus Capital 0.02% New 1,671 $237K
Quantinno Capital Management LP 0.00% Add +3.8% 1,622 $231K
Sherbrooke Park Advisers LLC 0.10% New 1,569 $223K
Summit Securities Group LLC 0.08% New 1,563 $222K
Private Advisor Group, LLC 0.00% New 1,551 $220K
Coldstream Capital Management Inc. 0.00% Reduce -31.2% 1,544 $219K
Shelton Capital Management 0.01% No change 1,529 $217K
Stephens Inc. 0.00% Reduce -20.1% 1,491 $212K
DAVENPORT & Co LLC 0.00% New 1,486 $211K
Smith Shellnut Wilson LLC 0.09% No change 1,475 $210K
Islay Capital Management, LLC 0.13% No change 1,444 $205K
EntryPoint Capital, LLC 0.10% Reduce -3.7% 1,428 $203K
CI Investments Inc. 0.00% Reduce -3.7% 1,419 $202K
State of Wyoming 0.02% Reduce -42.2% 1,332 $189K
Hamilton Capital Partners Inc. 0.01% No change 1,207 $172K
KBC Group NV 0.00% Reduce -35.9% 1,179 $168K
Point72 (DIFC) Ltd 0.01% New 1,160 $165K
GAMMA Investing LLC 0.01% Add +14.8% 1,056 $150K
IFP Advisors, Inc 0.00% Add +8.6% 1,011 $144K
Arax Advisory Partners 0.01% Add +99.0% 1,003 $142K
EverSource Wealth Advisors, LLC 0.01% Reduce -28.4% 994 $141K
STRS Ohio 0.00% Reduce -90.8% 955 $136K
Harbor Investment Advisory, LLC 0.01% No change 834 $119K
Assetmark, Inc. 0.00% Reduce -92.7% 753 $107K
Fifth Third Bancorp 0.00% Reduce -20.7% 728 $103K
Huntington National Bank 0.00% Add +1.7% 593 $84K
Principal Securities, Inc. 0.00% Add +108.5% 590 $84K
Nisa Investment Advisors, LLC 0.00% Reduce -37.9% 579 $83K
First Horizon Advisors, Inc. 0.00% Reduce -21.3% 568 $81K
Lanark Financial, Inc. 0.01% Reduce -87.2% 548 $77K
Covestor Ltd 0.04% Add +17.1% 485 $69K
UMB Bank, n.a. 0.00% Reduce -3.8% 456 $65K
Signaturefd, LLC 0.00% Reduce -7.9% 386 $55K
Whittier Trust Co. of Nevada Inc. 0.00% Add +47.1% 325 $46K
Geneos Wealth Management Inc. 0.00% Reduce -20.1% 306 $43K
BI Asset Management Fondsmaeglerselskab A/S 0.00% No change 299 $42K
Cwm, LLC 0.00% Reduce -59.1% 250 $36K
HM Payson & Co. 0.00% New 250 $36K
Caitong International Asset Management Co., Ltd 0.02% New 235 $33K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -23.7% 219 $31K
Parkside Financial Bank & Trust 0.00% Add +920.0% 204 $29K
Versant Capital Management, Inc 0.00% No change 199 $28K
Clark Wealth Partners 0.02% New 196 $28K
Optiver Holding B.V. 0.00% Add +75.9% 190 $27K
Binnacle Investments Inc 0.02% Reduce -10.4% 181 $26K
LRI Investments, LLC 0.00% Reduce -62.7% 180 $26K
Clearstead Advisors, LLC 0.00% Add +6.2% 171 $24K
Brooklyn Investment Group 0.00% Add +74.2% 162 $23K
Smartleaf Asset Management LLC 0.00% Add +19.5% 153 $22K
Rise Advisors, LLC 0.01% No change 151 $21K
Private Trust Co. NA 0.00% Add +18.9% 151 $21K
Global Retirement Partners, LLC 0.00% — 140 $20K
Retirement Wealth Solutions LLC 0.01% Reduce -14.7% 133 $19K
Centerpoint Advisors, LLC 0.01% Reduce -30.2% 120 $17K
Hantz Financial Services, Inc. 0.00% Add +391.7% 118 $17K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -35.8% 113 $16K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 110 $16K
Whittier Trust Co. 0.00% New 105 $15K
Group One Trading LLC 0.00% Add +7.5% 100 $14K
Danske Bank A/S 0.00% New 100 $14K
Northwestern Mutual Wealth Management Co. 0.00% Add +259.3% 97 $14K
Steward Partners Investment Advisory, LLC 0.00% Add +77.4% 94 $13K
Jones Financial Companies LLLP 0.00% Reduce -13.9% 87 $13K
Iron Horse Wealth Management, LLC 0.00% No change 85 $12K
Marshall & Sterling Wealth Advisors Inc. 0.01% Add +60.8% 82 $12K
MAI Capital Management 0.00% Add +21.5% 79 $11K
Acadian Asset Management LLC 0.00% Reduce -41.1% 83 $11K
Bellwether Advisors, LLC 0.00% New 76 $11K
Kestra Investment Management, LLC 0.00% No change 74 $11K
Wilmington Savings Fund Society, FSB 0.00% Add +44.9% 71 $10K
Park Place Capital Corp 0.00% Reduce -11.5% 69 $10K
Spire Wealth Management 0.00% No change 68 $10K
Farther Finance Advisors, LLC 0.00% Reduce -1.5% 66 $9K
WPG Advisers, LLC 0.01% Reduce -70.2% 53 $8K
Cornerstone Planning Group LLC 0.00% Reduce -44.3% 44 $7K
Ameritas Advisory Services, LLC 0.00% New 48 $7K
Whipplewood Advisors, LLC 0.00% Add +238.5% 44 $6K
Parallel Advisors, LLC 0.00% Reduce -10.0% 36 $5K
Webster Bank, N. A. 0.00% New 34 $5K
Farmers & Merchants Investments Inc. 0.00% Add +57.1% 33 $5K
C M Bidwell & Associates Ltd. 0.00% No change 31 $4K
CIBC Private Wealth Group LLC 0.00% Reduce -40.0% 30 $4K
CENTRAL TRUST Co 0.00% No change 29 $4K
Financial Network Wealth Advisors LLC 0.00% Add +75.0% 28 $4K
Federation des caisses Desjardins du Quebec 0.00% Add +1250.0% 27 $4K
Allworth Financial LP 0.00% No change 25 $4K
AdvisorNet Financial, Inc 0.00% Add +500.0% 24 $3K
Capital A Wealth Management, LLC 0.04% New 29 $3K
Larson Financial Group LLC 0.00% Reduce -45.0% 22 $3K
CoreCap Advisors, LLC 0.00% New 22 $3K
Hemington Wealth Management 0.00% Add +17.4% 27 $3K
Simplex Trading, LLC 0.00% New 22 $3K
High Note Wealth, LLC 0.00% New 21 $3K
Wolff Wiese Magana LLC 0.00% No change 19 $3K
Colonial Trust Co / SC 0.00% No change 19 $3K
SouthState Bank Corp 0.00% Reduce -15.8% 16 $2K
JFS Wealth Advisors, LLC 0.00% Reduce -11.1% 16 $2K
SBI Securities Co., Ltd. 0.00% Add +166.7% 16 $2K
NewSquare Capital LLC 0.00% Reduce -36.4% 14 $2K
Albion Financial Group 0.00% No change 12 $2K
North Capital, Inc. 0.00% No change 10 $1K
Manchester Capital Management LLC 0.00% No change 8 $1K
Quarry LP 0.00% New 7 $995
DiNuzzo Private Wealth, Inc. 0.00% No change 7 $995
Fortitude Family Office, LLC 0.00% New 6 $853
Bokf, NA 0.00% No change 6 $853
Twin Peaks Wealth Advisors, LLC 0.00% New 4 $635
Hughes Financial Services, LLC 0.00% New 4 $626
SJS Investment Consulting Inc. 0.00% Reduce -20.0% 4 $569
Bare Financial Services, Inc 0.00% No change 4 $568
CVA Family Office, LLC 0.00% Reduce -42.9% 4 $568
Bay Harbor Wealth Management, LLC 0.00% Add +200.0% 3 $427
Arlington Trust Co LLC 0.00% New 3 $426
Rialto Wealth Management, LLC 0.00% New 2 $285
HFM Investment Advisors, LLC 0.00% Add +100.0% 2 $284
Tortoise Investment Management, LLC 0.00% New 2 $284
True Wealth Design, LLC 0.00% New 1 $143
WealthTrak Capital Management LLC 0.00% Reduce -80.0% 1 $143
TFC Financial Management, Inc. 0.00% No change 1 $143
Rakuten Securities, Inc. 0.00% No change 1 $142
Parkworth Wealth Management, Inc. 0.00% No change 1 $142
Avion Wealth 0.00% New 2 $0

"% 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.