Hamilton Lane Inc. Class AHLNE
13F holders, Q3 2025 (September 30)383holders −11
51new positions
55sold out
8famous investors
$134.80avg. 13F price*
At the end of Q3 2025, 383 institutions reported holding Hamilton Lane Inc. Class A (HLNE) in their 13F filings, down 11 from Q2 2025. 51 opened new positions and 55 sold out. The largest holders were BlackRock, Inc. ($543.3M), Vanguard Group Inc. ($501.2M) and Kayne Anderson Rudnick Investment Management LLC ($383.5M). 8 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Israel Englander (0.1% of Millennium 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $62.3M |
| Exits | 55 | $42.5M |
All 13F filers, Q2 2025 → Q3 2025: 4,366,642 shares bought and 3,817,570 shares sold, net +549,072 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 383 holders
| BlackRock, Inc. | 0.01% | Reduce -4.7% | 4,030,964 | $543.3M |
| Vanguard Group Inc. | 0.01% | Reduce -1.8% | 3,718,233 | $501.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.93% | Reduce -0.9% | 2,845,307 | $383.5M |
| Invesco Ltd. | 0.03% | Add +7.3% | 1,534,836 | $206.9M |
| Wasatch Advisors LP | 1.07% | Reduce -1.1% | 1,472,019 | $198.4M |
| Champlain Investment Partners, LLC | 1.41% | Add +33.8% | 1,388,380 | $187.1M |
| T. Rowe Price Investment Management, Inc. | 0.11% | Reduce -10.5% | 1,292,057 | $174.2M |
| State Street Corp. | 0.01% | Reduce -4.6% | 1,275,558 | $172.6M |
| Citadel Advisors | 0.14% | Add +77.1% | 1,233,264 | $166.2M |
| Wellington Management Group LLP | 0.03% | Reduce -22.7% | 1,090,626 | $147.0M |
| Geode Capital Management, LLC | 0.01% | Add +4.5% | 1,068,680 | $144.1M |
| Millennium Management | 0.12% | Add +418.8% | 1,060,511 | $142.9M |
| Federated Hermes, Inc. | 0.20% | Reduce -5.7% | 845,837 | $114.0M |
| Van Berkom & Associates Inc. | 2.67% | Add +0.8% | 686,204 | $92.5M |
| Janus Henderson Group PLC | 0.04% | Add +53.3% | 670,938 | $90.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +4.0% | 665,043 | $89.6M |
| Clearbridge Investments, LLC | 0.07% | Reduce -6.5% | 662,467 | $89.3M |
| Morgan Stanley | 0.01% | Reduce -15.7% | 651,326 | $87.8M |
| Neuberger Berman Group LLC | 0.06% | Reduce -2.5% | 638,385 | $86.0M |
| Capital World Investors | 0.01% | Add +8.4% | 524,678 | $70.7M |
| Raymond James Financial Inc. | 0.02% | Add +36.8% | 524,536 | $70.7M |
| Bank of America Corp. | 0.01% | Add +18.9% | 507,455 | $68.4M |
| Loomis Sayles & Co. L P | 0.08% | Reduce -2.9% | 505,796 | $68.2M |
| American Century Companies Inc. | 0.03% | Add +0.8% | 505,789 | $68.2M |
| Copeland Capital Management, LLC | 1.39% | Reduce -5.0% | 495,185 | $66.7M |
| Macquarie Group Ltd. | 0.07% | Reduce -3.6% | 473,321 | $63.8M |
| Wells Fargo & Company | 0.01% | Reduce -0.9% | 457,118 | $61.6M |
| UBS Group AG | 0.01% | Add +58.9% | 443,909 | $59.8M |
| Principal Financial Group Inc. | 0.03% | Reduce -8.2% | 437,262 | $58.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.9% | 429,993 | $58.0M |
| Northern Trust Corp. | 0.01% | Reduce -4.7% | 408,846 | $55.1M |
| Balyasny Asset Management L.P. | 0.10% | Add +159.3% | 347,135 | $46.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.7% | 337,396 | $45.5M |
| Artisan Partners Limited Partnership | 0.06% | Add +24.8% | 318,111 | $42.9M |
| TimesSquare Capital Management, LLC | 0.60% | Add +5.7% | 313,160 | $42.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.2% | 290,444 | $39.1M |
| DF Dent & Co. Inc. | 0.50% | Add +10.1% | 285,835 | $38.5M |
| Geneva Capital Management LLC | 0.63% | Add +0.1% | 272,660 | $36.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.9% | 269,554 | $36.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -34.6% | 259,897 | $35.0M |
| Tudor Investment Corporation | 0.23% | Add +512.0% | 252,235 | $34.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -20.9% | 250,327 | $33.7M |
| Sei Investments Co. | 0.04% | Add +10.9% | 243,795 | $32.9M |
| Voloridge Investment Management, LLC | 0.11% | Add +62.1% | 236,445 | $31.9M |
| Royal Bank of Canada | 0.01% | Add +2.4% | 216,811 | $29.2M |
| Jane Street Group, LLC | 0.03% | Add +83.9% | 209,433 | $28.2M |
| Bessemer Group Inc. | 0.04% | Add +53.2% | 202,998 | $27.4M |
| Fred Alger Management, LLC | 0.11% | Add +88.8% | 201,549 | $27.2M |
| Renaissance Technologies | 0.03% | Add +2.0% | 175,531 | $23.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Add +2.6% | 140,278 | $18.9M |
| Silvercrest Asset Management Group LLC | 0.11% | Reduce -0.6% | 127,632 | $17.2M |
| FIL Ltd | 0.01% | Reduce -1.9% | 124,109 | $16.7M |
| Citigroup Inc. | 0.01% | Reduce -27.6% | 124,038 | $16.7M |
| Public Employees Retirement Association of Colorado | 0.06% | Reduce -0.2% | 111,905 | $15.1M |
| Segall Bryant & Hamill, LLC | 0.19% | Add +2.5% | 107,195 | $14.4M |
| Rhumbline Advisers | 0.01% | Reduce -6.2% | 106,581 | $14.4M |
| New York State Common Retirement Fund | 0.02% | Add +26.8% | 99,749 | $13.4M |
| Congress Asset Management Co. | 0.09% | Reduce -0.5% | 99,532 | $13.4M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -9.6% | 93,451 | $12.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -42.5% | 91,121 | $12.3M |
| Legal & General Group Plc | 0.00% | Reduce -2.8% | 91,050 | $12.3M |
| Stifel Financial Corp. | 0.01% | Reduce -2.9% | 89,164 | $12.0M |
| Cubist Systematic Strategies, LLC | 0.16% | New | 83,678 | $11.3M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +9.3% | 76,086 | $10.6M |
| Swiss National Bank | 0.01% | Reduce -3.0% | 76,200 | $10.3M |
| Nuveen, LLC | 0.00% | Add +14.6% | 75,567 | $10.2M |
| Van Eck Associates Corp. | 0.01% | Add +44.7% | 67,442 | $9.1M |
| Barclays PLC | 0.00% | Reduce -3.0% | 64,767 | $8.7M |
| Canada Pension Plan Investment Board | 0.01% | New | 57,800 | $7.8M |
| Intech Investment Management LLC | 0.07% | New | 57,543 | $7.8M |
| California Public Employees Retirement System | 0.00% | Reduce -1.5% | 56,734 | $7.6M |
| Trexquant Investment LP | 0.08% | New | 56,690 | $7.6M |
| LPL Financial LLC | 0.00% | Add +19.8% | 54,296 | $7.3M |
| Bullseye Asset Management LLC | 3.81% | No change | 54,028 | $7.3M |
| D. E. Shaw & Co. | 0.01% | Add +96.0% | 53,856 | $7.3M |
| Squarepoint Ops LLC | 0.02% | Add +159.0% | 53,591 | $7.2M |
| HRT Financial LP | 0.03% | Reduce -60.7% | 52,884 | $7.1M |
| BNP Paribas Financial Markets | 0.01% | Add +748.4% | 49,674 | $6.7M |
| Retirement Systems of Alabama | 0.02% | Reduce -7.7% | 48,912 | $6.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -5.8% | 47,801 | $6.4M |
| Crawford Investment Counsel Inc. | 0.10% | Add +7.3% | 46,499 | $6.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -96.3% | 46,392 | $6.3M |
| Public Employees Retirement System of Ohio | 0.02% | Add +3.0% | 45,117 | $6.1M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -32.1% | 45,025 | $6.1M |
| Engineers Gate Manager LP | 0.07% | Add +44.9% | 44,487 | $6.0M |
| Fuller & Thaler Asset Management, Inc. | 0.02% | Add +18.5% | 43,399 | $5.8M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -26.6% | 43,639 | $5.6M |
| Kornitzer Capital Management Inc. | 0.11% | Reduce -42.2% | 41,138 | $5.5M |
| Twinbeech Capital LP | 0.21% | Reduce -51.0% | 40,095 | $5.4M |
| Jefferies Financial Group Inc. | 0.05% | Add +51.5% | 39,950 | $5.4M |
| Aquatic Capital Management LLC | 0.10% | Add +919.8% | 39,376 | $5.3M |
| California State Teachers Retirement System | 0.01% | Add +0.0% | 37,347 | $5.0M |
| Argent Capital Management LLC | 0.14% | Add +1.3% | 36,975 | $5.0M |
| Marshall Wace, LLP | 0.01% | New | 35,818 | $4.8M |
| Man Group plc | 0.01% | Add +40.5% | 35,329 | $4.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.2% | 29,850 | $4.0M |
| Blair William & Co. | 0.01% | Add +1.0% | 29,599 | $4.0M |
| TD Asset Management Inc | 0.00% | Reduce -13.1% | 28,984 | $3.9M |
| Truist Financial Corp. | 0.00% | Add +3.2% | 25,530 | $3.4M |
| Susquehanna Portfolio Strategies, LLC | 0.05% | Add +107.1% | 25,150 | $3.4M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +9.1% | 24,568 | $3.3M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -3.5% | 23,777 | $3.2M |
| MetLife Investment Management, LLC | 0.01% | Reduce -10.0% | 22,018 | $3.0M |
| National Bank of Canada | 0.00% | Reduce -51.2% | 21,920 | $3.0M |
| Point72 Asset Management | 0.01% | Add +75.7% | 21,104 | $2.8M |
| Empowered Funds, LLC | 0.03% | Add +13.6% | 20,421 | $2.8M |
| Pathstone Holdings, LLC | 0.01% | Add +0.3% | 20,374 | $2.7M |
| Amalgamated Bank | 0.02% | Reduce -5.0% | 20,134 | $2.7M |
| &partners | 0.02% | Add +12.9% | 19,262 | $2.6M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -13.3% | 18,684 | $2.5M |
| Van Hulzen Asset Management, LLC | 0.19% | Reduce -3.0% | 18,663 | $2.5M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Reduce -3.9% | 18,659 | $2.5M |
| Comerica Bank | 0.01% | Reduce -7.5% | 18,621 | $2.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +9.0% | 18,215 | $2.5M |
| Catalyst Funds Management Pty Ltd | 0.37% | Add +49.2% | 18,200 | $2.5M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -3.8% | 17,961 | $2.4M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +17.5% | 17,763 | $2.4M |
| Edgestream Partners, L.P. | 0.07% | Add +70.8% | 17,697 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +104.7% | 17,578 | $2.4M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Reduce -58.8% | 17,478 | $2.4M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | No change | 17,314 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +8.8% | 17,277 | $2.3M |
| NewEdge Wealth, LLC | 0.03% | Reduce -4.9% | 18,256 | $2.3M |
| Holocene Advisors, LP | 0.01% | New | 16,552 | $2.2M |
| Capital Fund Management S.A. | 0.02% | New | 16,470 | $2.2M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 16,142 | $2.2M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -1.9% | 15,929 | $2.1M |
| Jain Global LLC | 0.03% | Add +42.5% | 15,633 | $2.1M |
| Bridges Investment Management Inc. | 0.03% | Add +6.4% | 14,550 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +3.0% | 14,194 | $1.9M |
| First Trust Advisors LP | 0.00% | Reduce -56.0% | 13,843 | $1.9M |
| Alps Advisors Inc. | 0.01% | Reduce -74.1% | 13,614 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +6.6% | 13,568 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +113.9% | 12,368 | $1.8M |
| Creative Planning | 0.00% | Add +28.0% | 13,230 | $1.8M |
| Sierra Capital LLC | 0.19% | Reduce -21.1% | 12,917 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Reduce -12.5% | 12,664 | $1.7M |
| Oddo BHF Asset Management Sas | 0.06% | Reduce -3.5% | 12,485 | $1.7M |
| Natixis Advisors, LLC | 0.00% | New | 12,278 | $1.7M |
| Keebeck Wealth Management | 0.20% | Reduce -2.8% | 12,215 | $1.7M |
| Bridgewater Associates | 0.01% | New | 12,237 | $1.6M |
| Morningstar Investment Management LLC | 0.06% | New | 12,235 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -5.5% | 12,199 | $1.6M |
| Arizona State Retirement System | 0.01% | Reduce -3.3% | 11,617 | $1.6M |
| Diversified Trust Co. | 0.03% | Add +39.9% | 11,611 | $1.6M |
| Sterling Capital Management LLC | 0.02% | Add +33.6% | 11,440 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Add +124.1% | 11,376 | $1.5M |
| Elo Mutual Pension Insurance Co | 0.03% | New | 11,334 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -7.4% | 11,300 | $1.5M |
| SG Americas Securities, LLC | 0.01% | Add +325.2% | 11,175 | $1.5M |
| Richard Bernstein Advisors LLC | 0.04% | Reduce -59.8% | 10,960 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -77.9% | 10,757 | $1.4M |
| Fox Run Management, L.L.C. | 0.23% | Add +242.7% | 10,717 | $1.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -6.8% | 10,383 | $1.4M |
| New Age Alpha Advisors, LLC | 0.06% | Reduce -2.9% | 10,181 | $1.4M |
| ExodusPoint Capital Management, LP | 0.02% | Reduce -61.5% | 9,818 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -11.9% | 9,814 | $1.3M |
| Point72 Hong Kong Ltd | 0.06% | Reduce -29.7% | 9,769 | $1.3M |
| Handelsbanken Fonder AB | 0.00% | No change | 9,600 | $1.3M |
| State of Michigan Retirement System | 0.01% | Reduce -7.7% | 9,600 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -91.4% | 9,366 | $1.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -6.8% | 9,017 | $1.2M |
| KLP Kapitalforvaltning As | 0.00% | Add +4.8% | 8,800 | $1.2M |
| HSBC Holdings PLC | 0.00% | New | 8,713 | $1.2M |
| Caitlin John, LLC | 0.81% | Add +5.1% | 8,679 | $1.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +31.4% | 8,280 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -6.0% | 8,274 | $1.1M |
| New Mexico Educational Retirement Board | 0.03% | No change | 8,200 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -7.9% | 8,169 | $1.1M |
| New York State Teachers Retirement System | 0.00% | No change | 7,980 | $1.1M |
| Bank of Montreal | 0.00% | Add +2.5% | 7,798 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -9.9% | 7,583 | $1.0M |
| Quantinno Capital Management LP | 0.00% | Add +356.0% | 7,397 | $997K |
| Gsa Capital Partners LLP | 0.08% | Add +8.5% | 7,277 | $981K |
| M&T Bank Corp | 0.00% | Reduce -1.1% | 7,193 | $970K |
| Quantbot Technologies LP | 0.03% | New | 7,127 | $961K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -79.1% | 7,116 | $959K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -63.0% | 7,049 | $950K |
| Xponance LLC | 0.01% | Reduce -1.6% | 7,010 | $945K |
| TD Private Client Wealth LLC | 0.02% | Reduce -9.6% | 6,580 | $887K |
| Tidal Investments LLC | 0.00% | Add +86.4% | 6,359 | $857K |
| Novem Group | 0.10% | Add +4.7% | 6,342 | $855K |
| Meketa Investment Group Inc. | 2.76% | Add +20.8% | 6,235 | $840K |
| Diversify Advisory Services, LLC | 0.03% | Add +104.5% | 7,285 | $837K |
| Marshall Financial Group, LLC | 0.16% | Add +6.1% | 6,095 | $822K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -12.6% | 5,781 | $779K |
| FourThought Financial Partners, LLC | 0.07% | Add +6.1% | 5,747 | $775K |
| Lecap Asset Management Ltd. | 0.27% | New | 5,744 | $774K |
| Magnetar Financial LLC | 0.00% | Add +217.5% | 5,645 | $761K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.12% | New | 5,603 | $755K |
| Yorktown Management & Research Co Inc | 0.60% | No change | 5,600 | $755K |
| Virtu Financial LLC | 0.04% | Reduce -6.8% | 5,516 | $743K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.05% | Reduce -12.1% | 5,434 | $732K |
| Pacer Advisors, Inc. | 0.00% | Add +111.5% | 5,330 | $718K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -3.5% | 5,301 | $715K |
| Teacher Retirement System of Texas | 0.00% | Reduce -20.1% | 5,143 | $693K |
| FMR LLC | 0.00% | Add +0.6% | 5,083 | $685K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -1.1% | 5,042 | $682K |
| MML Investors Services, LLC | 0.00% | Reduce -15.2% | 5,017 | $676K |
| Entropy Technologies, LP | 0.05% | New | 4,834 | $652K |
| WINTON GROUP Ltd | 0.02% | Add +8.1% | 4,803 | $647K |
| Inceptionr LLC | 0.15% | New | 4,749 | $640K |
| Deutsche Bank AG | 0.00% | Reduce -76.4% | 4,711 | $635K |
| Blueshift Asset Management, LLC | 0.19% | Add +39.8% | 4,631 | $624K |
| Presilium Private Wealth, LLC | 0.12% | New | 4,529 | $610K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -34.3% | 4,528 | $610K |
| Dark Forest Capital Management LP | 0.02% | New | 4,510 | $608K |
| AQR Capital Management | 0.00% | Reduce -48.3% | 4,497 | $606K |
| Natixis | 0.00% | New | 4,432 | $597K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -10.3% | 4,387 | $591K |
| Los Angeles Capital Management LLC | 0.00% | New | 4,344 | $586K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 4,259 | $574K |
| Massachusetts Financial Services Co. | 0.00% | Add +7.0% | 4,248 | $573K |
| Voya Investment Management LLC | 0.00% | Reduce -69.1% | 3,973 | $536K |
| F/m Investments LLC | 0.02% | Add +7.3% | 3,953 | $533K |
| Gibbs Wealth Management | 0.12% | Reduce -17.1% | 3,858 | $520K |
| EntryPoint Capital, LLC | 0.20% | Add +165.1% | 3,786 | $510K |
| State of Wisconsin Investment Board | 0.00% | Reduce -3.3% | 3,764 | $507K |
| Verition Fund Management LLC | 0.00% | Reduce -21.3% | 3,761 | $507K |
| Guggenheim Capital LLC | 0.00% | Reduce -9.2% | 3,695 | $498K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -12.6% | 3,622 | $488K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -34.1% | 3,396 | $458K |
| Harbor Capital Advisors, Inc. | 0.04% | Reduce -71.2% | 3,394 | $457K |
| AXA Investment Managers S.A. | 0.00% | — | 3,250 | $438K |
| Prudential Financial Inc. | 0.00% | Reduce -4.3% | 3,230 | $435K |
| Aviva PLC | 0.00% | Add +3.7% | 3,225 | $435K |
| Laurion Capital Management LP | 0.06% | Reduce -53.3% | 3,190 | $430K |
| Glenmede Investment Management, LP | 0.00% | Add +1.8% | 3,160 | $426K |
| Park Avenue Securities LLC | 0.00% | Reduce -1.9% | 3,107 | $419K |
| HighTower Advisors, LLC | 0.00% | Add +4.7% | 3,086 | $416K |
| Corient Private Wealth LP | 0.00% | New | 3,055 | $412K |
| Securian Asset Management, Inc. | 0.01% | Reduce -8.0% | 3,030 | $408K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -41.2% | 2,924 | $394K |
| Liontrust Investment Partners LLP | 0.01% | No change | 2,889 | $389K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +12.2% | 2,816 | $380K |
| Cynosure Group, LLC | 0.04% | No change | 2,770 | $373K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.8% | 2,757 | $372K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +6.5% | 2,635 | $355K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +9477.8% | 2,586 | $349K |
| Quantessence Capital LLC | 0.11% | Reduce -86.5% | 2,582 | $348K |
| Dundas Partners LLP | 0.02% | New | 2,574 | $347K |
| Vista Finance, LLC | 0.23% | Reduce -0.0% | 2,567 | $346K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -6.8% | 2,526 | $340K |
| Impact Capital Partners LLC | 0.10% | Reduce -9.2% | 2,522 | $340K |
| Portside Wealth Group, LLC | 0.05% | Reduce -3.5% | 2,519 | $340K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.5% | 2,727 | $334K |
| Summit Trail Advisors, LLC | 0.00% | New | 2,456 | $331K |
| LVW Advisors, LLC | 0.03% | Reduce -12.6% | 2,441 | $329K |
| Axq Capital, LP | 0.12% | New | 2,343 | $316K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -12.7% | 2,239 | $302K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 2,235 | $301K |
| Tokio Marine Asset Management Co. Ltd. | 0.01% | Add +22.0% | 2,220 | $299K |
| Amundi | 0.00% | No change | 2,392 | $299K |
| Grey Fox Wealth Advisors, LLC | 0.06% | No change | 2,200 | $298K |
| Heritage Family Offices, LLP | 0.14% | New | 2,161 | $291K |
| Conservest Capital Advisors, Inc. | 0.03% | No change | 2,150 | $290K |
| Utah Retirement Systems | 0.00% | No change | 2,112 | $285K |
| Leonteq Securities AG | 0.01% | No change | 2,080 | $280K |
| PNC Financial Services Group, Inc. | 0.00% | Add +20.5% | 2,072 | $279K |
| Norden Group LLC | 0.03% | New | 1,987 | $268K |
| Henshaw Capital LLC | 0.01% | Reduce -27.1% | 1,963 | $265K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,942 | $262K |
| Capstone Investment Advisors, LLC | 0.00% | New | 1,938 | $261K |
| Swiss Life Asset Management Ltd | 0.00% | New | 1,867 | $252K |
| XTX Topco Ltd | 0.01% | Reduce -85.8% | 1,847 | $249K |
| Merit Financial Group, LLC | 0.00% | Add +0.9% | 1,842 | $248K |
| Outlook Wealth Advisors, LLC | 0.06% | New | 1,840 | $248K |
| Private Advisor Group, LLC | 0.00% | Add +17.3% | 1,820 | $245K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -85.3% | 1,793 | $242K |
| Argent Trust Co | 0.01% | No change | 1,751 | $236K |
| ProShare Advisors LLC | 0.00% | Reduce -10.5% | 1,721 | $232K |
| Caisse de depot et placement du Quebec | 0.00% | New | 1,679 | $226K |
| Requisite Capital Management, LLC | 0.04% | New | 1,613 | $217K |
| FJ Capital Management LLC | 0.02% | New | 1,612 | $217K |
| Shelton Capital Management | 0.00% | No change | 1,529 | $206K |
| R Squared Ltd | 0.09% | New | 1,521 | $205K |
| US Bancorp \de | 0.00% | Reduce -22.8% | 1,508 | $203K |
| Jump Financial, LLC | 0.00% | Reduce -76.6% | 1,493 | $201K |
| State of Wyoming | 0.02% | Add +1.4% | 1,351 | $182K |
| CI Investments Inc. | 0.00% | Reduce -10.5% | 1,270 | $171K |
| Hamilton Capital Partners Inc. | 0.01% | No change | 1,207 | $163K |
| Islay Capital Management, LLC | 0.09% | Reduce -16.9% | 1,200 | $162K |
| KBC Group NV | 0.00% | No change | 1,179 | $159K |
| Point72 (DIFC) Ltd | 0.01% | Reduce -9.1% | 1,055 | $142K |
| Vestcor Inc | 0.00% | New | 1,043 | $141K |
| Harbor Investment Advisory, LLC | 0.01% | Add +15.9% | 967 | $130K |
| STRS Ohio | 0.00% | No change | 955 | $129K |
| Rockefeller Capital Management L.P. | 0.00% | New | 939 | $127K |
| Covestor Ltd | 0.07% | Add +83.1% | 888 | $120K |
| GAMMA Investing LLC | 0.01% | Reduce -19.5% | 850 | $115K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +746.8% | 796 | $107K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -27.1% | 725 | $98K |
| Mb, Levis & Associates, LLC | 0.04% | New | 722 | $97K |
| AlphaQuest LLC | 0.01% | Reduce -67.0% | 683 | $92K |
| Assetmark, Inc. | 0.00% | Reduce -9.7% | 680 | $92K |
| Smartleaf Asset Management LLC | 0.01% | Add +293.5% | 602 | $84K |
| Principal Securities, Inc. | 0.00% | Reduce -1.4% | 582 | $78K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 579 | $78K |
| Quadrant Capital Group LLC | 0.00% | New | 571 | $77K |
| Huntington National Bank | 0.00% | Reduce -8.6% | 542 | $73K |
| iSAM Funds (UK) Ltd | 0.01% | Reduce -88.3% | 529 | $71K |
| Erste Asset Management GmbH | 0.00% | Reduce -94.1% | 513 | $69K |
| Optiver Holding B.V. | 0.00% | Add +124.7% | 427 | $58K |
| UMB Bank, n.a. | 0.00% | Reduce -7.0% | 424 | $57K |
| LRI Investments, LLC | 0.00% | Add +113.9% | 385 | $52K |
| Fifth Third Bancorp | 0.00% | Reduce -48.2% | 377 | $51K |
| Signaturefd, LLC | 0.00% | Reduce -3.6% | 372 | $50K |
| HM Payson & Co. | 0.00% | Add +31.2% | 328 | $44K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Reduce -95.4% | 319 | $43K |
| Global Retirement Partners, LLC | 0.00% | Add +126.4% | 317 | $43K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 325 | $41K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 299 | $40K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +30.1% | 285 | $39K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +12.3% | 264 | $36K |
| Binnacle Investments Inc | 0.02% | Add +30.9% | 237 | $32K |
| First Horizon Corp. | 0.00% | — | 231 | $31K |
| Hantz Financial Services, Inc. | 0.00% | Add +80.5% | 213 | $29K |
| Versant Capital Management, Inc | 0.00% | No change | 199 | $27K |
| Advisory Services Network, LLC | 0.00% | New | 190 | $26K |
| Quarry LP | 0.01% | Add +2557.1% | 186 | $25K |
| Cornerstone Planning Group LLC | 0.00% | Add +347.7% | 197 | $23K |
| Farther Finance Advisors, LLC | 0.00% | Add +153.0% | 167 | $22K |
| Rise Advisors, LLC | 0.01% | Add +0.7% | 152 | $20K |
| Private Trust Co. NA | 0.00% | No change | 151 | $20K |
| Cwm, LLC | 0.00% | Reduce -44.8% | 138 | $19K |
| IFP Advisors, Inc | 0.00% | Reduce -86.7% | 135 | $18K |
| Parallel Advisors, LLC | 0.00% | Add +269.4% | 133 | $18K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 133 | $18K |
| Clark Wealth Partners | 0.01% | Reduce -33.7% | 130 | $17K |
| Centerpoint Advisors, LLC | 0.01% | No change | 120 | $16K |
| Allworth Financial LP | 0.00% | Add +352.0% | 113 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 113 | $15K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 110 | $15K |
| Clearstead Advisors, LLC | 0.00% | Reduce -39.2% | 104 | $14K |
| Group One Trading LLC | 0.00% | No change | 100 | $13K |
| Danske Bank A/S | 0.00% | No change | 100 | $13K |
| Whittier Trust Co. | 0.00% | No change | 105 | $13K |
| Jones Financial Companies LLLP | 0.00% | Add +5.8% | 92 | $13K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.1% | 93 | $13K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 82 | $11K |
| CIBC Private Wealth Group LLC | 0.00% | Add +173.3% | 82 | $11K |
| Root Financial Partners, LLC | 0.00% | New | 68 | $9K |
| Spire Wealth Management | 0.00% | No change | 68 | $9K |
| MAI Capital Management | 0.00% | Reduce -17.7% | 65 | $9K |
| Wealthspire Advisors, LLC | 0.00% | New | 64 | $9K |
| Clayton Financial Group LLC | 0.01% | New | 51 | $7K |
| WPG Advisers, LLC | 0.00% | Reduce -15.1% | 45 | $6K |
| Salomon & Ludwin, LLC | 0.00% | New | 46 | $6K |
| Millstone Evans Group, LLC | 0.00% | New | 38 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 36 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +6.1% | 35 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 29 | $4K |
| Larson Financial Group LLC | 0.00% | Add +31.8% | 29 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 28 | $4K |
| Mather Group, Llc. | 0.00% | New | 25 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 24 | $3K |
| Rakuten Securities, Inc. | 0.00% | Add +2200.0% | 23 | $3K |
| Hemington Wealth Management | 0.00% | Add +3.7% | 28 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 20 | $3K |
| CoreCap Advisors, LLC | 0.00% | Reduce -9.1% | 20 | $3K |
| Colonial Trust Co / SC | 0.00% | Add +5.3% | 20 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 19 | $3K |
| SouthState Bank Corp | 0.00% | No change | 16 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -6.3% | 15 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 13 | $2K |
| Albion Financial Group | 0.00% | No change | 12 | $2K |
| North Capital, Inc. | 0.00% | Add +10.0% | 11 | $1K |
| High Note Wealth, LLC | 0.00% | Reduce -52.4% | 10 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $1K |
| Fortitude Family Office, LLC | 0.00% | Add +33.3% | 8 | $1K |
| Manchester Capital Management LLC | 0.00% | Reduce -25.0% | 6 | $809 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 5 | $674 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -68.8% | 5 | $674 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +33.3% | 4 | $540 |
| CVA Family Office, LLC | 0.00% | No change | 4 | $539 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -25.0% | 3 | $405 |
| Tortoise Investment Management, LLC | 0.00% | Add +50.0% | 3 | $404 |
| Rialto Wealth Management, LLC | 0.00% | No change | 2 | $270 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $270 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $135 |
| True Wealth Design, LLC | 0.00% | No change | 1 | $135 |
| Avion Wealth | 0.00% | No change | 2 | $0 |
| Cloud Capital Management, LLC | 0.00% | New | 7 | $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.