Hamilton Lane Inc. Class AHLNE
13F holders, Q4 2025 (December 31)389holders +6
72new positions
70sold out
8famous investors
$134.35avg. 13F price*
At the end of Q4 2025, 389 institutions reported holding Hamilton Lane Inc. Class A (HLNE) in their 13F filings, up 6 from Q3 2025. 72 opened new positions and 70 sold out. The largest holders were BlackRock, Inc. ($547.7M), Vanguard Group Inc. ($496.5M) and Kayne Anderson Rudnick Investment Management LLC ($366.4M). 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 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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $298.5M |
| Exits | 70 | $183.6M |
All 13F filers, Q3 2025 → Q4 2025: 5,885,678 shares bought and 6,768,290 shares sold, net −882,612 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 389 holders
| BlackRock, Inc. | 0.01% | Add +1.2% | 4,078,002 | $547.7M |
| Vanguard Group Inc. | 0.01% | Reduce -0.6% | 3,696,904 | $496.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.98% | Reduce -4.1% | 2,727,874 | $366.4M |
| Wasatch Advisors LP | 1.21% | Add +2.7% | 1,512,199 | $203.1M |
| State Street Corp. | 0.01% | Add +1.4% | 1,293,854 | $174.5M |
| T. Rowe Price Investment Management, Inc. | 0.10% | Reduce -7.8% | 1,191,158 | $160.0M |
| Principal Financial Group Inc. | 0.07% | Add +148.3% | 1,085,850 | $145.8M |
| Geode Capital Management, LLC | 0.01% | Add +0.0% | 1,068,729 | $143.6M |
| Champlain Investment Partners, LLC | 1.44% | Reduce -23.6% | 1,061,264 | $142.5M |
| Janus Henderson Group PLC | 0.05% | Add +19.5% | 801,997 | $107.7M |
| Van Berkom & Associates Inc. | 2.94% | Add +10.7% | 759,628 | $102.0M |
| Balyasny Asset Management L.P. | 0.20% | Add +117.8% | 756,148 | $101.6M |
| Citadel Advisors | 0.07% | Reduce -38.8% | 755,373 | $101.5M |
| Federated Hermes, Inc. | 0.17% | Reduce -12.8% | 737,904 | $99.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +0.2% | 666,464 | $89.5M |
| Clearbridge Investments, LLC | 0.07% | Add +0.1% | 662,922 | $89.0M |
| Capital World Investors | 0.01% | Add +24.6% | 653,718 | $87.8M |
| Neuberger Berman Group LLC | 0.06% | Reduce -5.3% | 604,306 | $81.2M |
| UBS Group AG | 0.02% | Add +33.0% | 590,201 | $79.3M |
| Morgan Stanley | 0.00% | Reduce -11.1% | 579,226 | $77.8M |
| Raymond James Financial Inc. | 0.02% | Add +10.1% | 577,591 | $77.8M |
| Invesco Ltd. | 0.01% | Reduce -65.3% | 532,268 | $71.5M |
| Copeland Capital Management, LLC | 1.57% | Add +5.8% | 524,166 | $70.4M |
| Norges Bank | 0.01% | — | 511,184 | $68.7M |
| American Century Companies Inc. | 0.03% | Reduce -2.5% | 493,245 | $66.2M |
| Nomura Asset Management International Inc. | 0.09% | — | 460,346 | $61.8M |
| Wells Fargo & Company | 0.01% | Reduce -3.2% | 442,621 | $59.4M |
| Northern Trust Corp. | 0.01% | Reduce -1.9% | 401,137 | $53.9M |
| Bank of America Corp. | 0.00% | Reduce -24.9% | 380,835 | $51.1M |
| Westfield Capital Management Co. LP | 0.20% | New | 363,487 | $48.8M |
| TimesSquare Capital Management, LLC | 0.66% | Add +4.8% | 328,286 | $44.1M |
| Geneva Capital Management LLC | 0.78% | Add +13.8% | 310,349 | $41.7M |
| Vaughan Nelson Investment Management, L.P. | 0.40% | New | 304,185 | $40.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.0% | 302,022 | $40.6M |
| Wellington Management Group LLP | 0.01% | Reduce -72.3% | 301,697 | $40.5M |
| Deprince Race & Zollo Inc. | 0.77% | New | 301,393 | $40.5M |
| Voloridge Investment Management, LLC | 0.14% | Add +27.2% | 300,780 | $40.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -11.7% | 298,059 | $40.0M |
| Sei Investments Co. | 0.04% | Add +21.3% | 295,808 | $39.7M |
| Artisan Partners Limited Partnership | 0.06% | Reduce -9.2% | 288,827 | $38.8M |
| Massachusetts Financial Services Co. | 0.01% | Add +6649.0% | 286,699 | $38.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.2% | 278,146 | $37.4M |
| DF Dent & Co. Inc. | 0.53% | Reduce -3.5% | 275,763 | $37.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -37.8% | 267,355 | $35.9M |
| Fred Alger Management, LLC | 0.14% | Add +29.8% | 261,525 | $35.2M |
| GW&K Investment Management, LLC | 0.29% | New | 249,673 | $33.5M |
| Tudor Investment Corporation | 0.19% | Reduce -2.0% | 247,137 | $33.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.3% | 240,797 | $32.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Add +64.3% | 230,494 | $31.0M |
| Select Equity Group, L.P. | 0.14% | New | 219,322 | $29.5M |
| Bessemer Group Inc. | 0.04% | Reduce -2.5% | 198,020 | $26.6M |
| Nuveen, LLC | 0.01% | Add +132.9% | 176,018 | $23.6M |
| FIL Ltd | 0.02% | Add +37.5% | 170,610 | $22.9M |
| Renaissance Technologies | 0.03% | Reduce -9.3% | 159,231 | $21.4M |
| Marshall Wace, LLP | 0.02% | Add +337.6% | 156,722 | $21.0M |
| BNP Paribas Financial Markets | 0.01% | Add +170.4% | 134,323 | $18.0M |
| New York State Common Retirement Fund | 0.02% | Add +25.6% | 125,299 | $16.8M |
| Citigroup Inc. | 0.01% | Add +0.9% | 125,150 | $16.8M |
| Squarepoint Ops LLC | 0.03% | Add +129.5% | 123,001 | $16.5M |
| Silvercrest Asset Management Group LLC | 0.11% | Reduce -7.4% | 118,147 | $15.9M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | New | 116,740 | $15.7M |
| Segall Bryant & Hamill, LLC | 0.20% | Add +4.7% | 112,248 | $15.1M |
| Public Employees Retirement Association of Colorado | 0.06% | No change | 111,905 | $15.0M |
| Royal Bank of Canada | 0.00% | Reduce -48.5% | 111,739 | $15.0M |
| Rhumbline Advisers | 0.01% | Reduce -0.7% | 105,862 | $14.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +116.4% | 100,379 | $13.5M |
| Congress Asset Management Co. | 0.09% | Reduce -1.1% | 98,388 | $13.2M |
| Jefferies Financial Group Inc. | 0.11% | Add +145.9% | 98,241 | $13.2M |
| Two Sigma Investments, LP | 0.02% | Add +753.4% | 97,081 | $13.0M |
| Canada Pension Plan Investment Board | 0.01% | Add +62.1% | 93,700 | $12.6M |
| Man Group plc | 0.02% | Add +154.2% | 89,812 | $12.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +89.2% | 85,173 | $11.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -8.6% | 83,315 | $11.2M |
| Legal & General Group Plc | 0.00% | Reduce -9.1% | 82,772 | $11.1M |
| Swiss National Bank | 0.01% | Add +7.9% | 82,200 | $11.0M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +7.8% | 82,015 | $11.0M |
| Stifel Financial Corp. | 0.01% | Reduce -12.6% | 77,905 | $10.5M |
| Natixis Advisors, LLC | 0.01% | Add +529.0% | 77,226 | $10.4M |
| Van Eck Associates Corp. | 0.01% | Add +8.4% | 73,137 | $9.8M |
| SG Americas Securities, LLC | 0.01% | Add +541.8% | 71,717 | $9.6M |
| California Public Employees Retirement System | 0.01% | Add +16.9% | 66,315 | $8.9M |
| Longaeva Partners L.P. | 1.02% | New | 63,619 | $8.5M |
| Fuller & Thaler Asset Management, Inc. | 0.03% | Add +39.2% | 60,401 | $8.1M |
| Jane Street Group, LLC | 0.01% | Reduce -72.2% | 58,318 | $7.8M |
| Crawford Investment Counsel Inc. | 0.13% | Add +20.6% | 56,099 | $7.5M |
| Susquehanna Fundamental Investments, LLC | 0.25% | New | 54,541 | $7.3M |
| Bullseye Asset Management LLC | 3.91% | No change | 54,028 | $7.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -78.6% | 53,469 | $7.2M |
| LPL Financial LLC | 0.00% | Reduce -2.0% | 53,220 | $7.1M |
| Engle Capital Management, L.P. | 2.59% | New | 50,000 | $6.7M |
| Beacon Harbor Wealth Advisors, Inc. | 1.49% | New | 49,933 | $6.7M |
| Retirement Systems of Alabama | 0.02% | Add +0.3% | 49,074 | $6.6M |
| ExodusPoint Capital Management, LP | 0.07% | Add +394.9% | 48,584 | $6.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 48,504 | $6.5M |
| Moran Wealth Management, LLC | 0.19% | New | 46,818 | $6.3M |
| Prana Capital Management, LP | 0.23% | New | 46,532 | $6.2M |
| BW Gestao de Investimentos Ltda. | 0.22% | New | 45,500 | $6.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +2.0% | 44,501 | $6.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.2% | 44,829 | $6.0M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -1.2% | 44,563 | $6.0M |
| Capital Fund Management S.A. | 0.06% | Add +166.3% | 43,857 | $5.9M |
| Point72 Asset Management | 0.01% | Add +102.1% | 42,645 | $5.7M |
| AQR Capital Management | 0.00% | Add +810.5% | 40,947 | $5.5M |
| California State Teachers Retirement System | 0.01% | Add +5.6% | 39,451 | $5.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +112.6% | 38,721 | $5.2M |
| Argent Capital Management LLC | 0.14% | Reduce -2.9% | 35,891 | $4.8M |
| Intech Investment Management LLC | 0.04% | Reduce -39.0% | 35,084 | $4.7M |
| Barclays PLC | 0.00% | Reduce -45.9% | 35,048 | $4.7M |
| Bank of Nova Scotia | 0.01% | New | 32,522 | $4.4M |
| Algert Global LLC | 0.06% | New | 30,550 | $4.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.3% | 29,474 | $4.0M |
| Trexquant Investment LP | 0.04% | Reduce -48.1% | 29,416 | $4.0M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +19.4% | 29,325 | $3.9M |
| Blair William & Co. | 0.01% | Reduce -4.9% | 28,150 | $3.8M |
| Holocene Advisors, LP | 0.01% | Add +66.5% | 27,564 | $3.7M |
| Cerity Partners LLC | 0.01% | New | 26,839 | $3.6M |
| Truist Financial Corp. | 0.00% | Add +4.7% | 26,741 | $3.6M |
| Millennium Management | 0.00% | Reduce -97.5% | 26,680 | $3.6M |
| Cinctive Capital Management LP | 0.20% | New | 25,628 | $3.4M |
| Kornitzer Capital Management Inc. | 0.07% | Reduce -37.9% | 25,566 | $3.4M |
| TD Asset Management Inc | 0.00% | Reduce -15.8% | 24,400 | $3.3M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 23,777 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -75.9% | 22,560 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +126.3% | 22,210 | $3.0M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +27.7% | 22,103 | $3.0M |
| Creative Planning | 0.00% | Add +65.8% | 21,937 | $2.9M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.5% | 21,245 | $2.9M |
| &partners | 0.01% | Add +6.8% | 20,572 | $2.8M |
| Amundi | 0.00% | Add +750.1% | 20,334 | $2.7M |
| Cetera Investment Advisers | 0.00% | Add +11.7% | 19,635 | $2.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -4.2% | 19,516 | $2.6M |
| Amalgamated Bank | 0.02% | Reduce -5.0% | 19,135 | $2.6M |
| Danske Bank A/S | 0.01% | Add +19024.0% | 19,124 | $2.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +10.5% | 19,091 | $2.6M |
| Comerica Bank | 0.01% | Add +2.3% | 19,055 | $2.6M |
| Engineers Gate Manager LP | 0.03% | Reduce -57.9% | 18,746 | $2.5M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +16.4% | 18,549 | $2.5M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -4.8% | 17,767 | $2.4M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -1.9% | 17,435 | $2.3M |
| Oppenheimer & Co. Inc. | 0.03% | New | 17,332 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +21.3% | 17,223 | $2.3M |
| XTX Topco Ltd | 0.06% | Add +827.2% | 17,126 | $2.3M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -8.9% | 17,016 | $2.3M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -5.6% | 16,955 | $2.3M |
| Van Hulzen Asset Management, LLC | 0.17% | Reduce -9.5% | 16,883 | $2.3M |
| Dark Forest Capital Management LP | 0.10% | Add +272.4% | 16,797 | $2.3M |
| Quantinno Capital Management LP | 0.00% | Add +126.5% | 16,758 | $2.3M |
| NewEdge Wealth, LLC | 0.03% | Reduce -9.4% | 16,539 | $2.2M |
| HRT Financial LP | 0.01% | Reduce -68.8% | 16,518 | $2.2M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -4.1% | 15,479 | $2.2M |
| Alps Advisors Inc. | 0.01% | Add +11.7% | 15,208 | $2.0M |
| Handelsbanken Fonder AB | 0.01% | Add +49.0% | 14,300 | $1.9M |
| Yousif Capital Management, LLC | 0.02% | Reduce -0.5% | 12,599 | $1.9M |
| Two Sigma Advisers, LP | 0.00% | New | 13,900 | $1.9M |
| Diversified Trust Co. | 0.03% | Add +18.5% | 13,754 | $1.8M |
| M&T Bank Corp | 0.01% | Add +87.3% | 13,474 | $1.8M |
| Sierra Capital LLC | 0.18% | No change | 12,917 | $1.7M |
| Arizona State Retirement System | 0.01% | Reduce -0.5% | 11,564 | $1.6M |
| Sterling Capital Management LLC | 0.03% | Add +1.1% | 11,562 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | No change | 11,300 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +147.4% | 11,202 | $1.5M |
| Integrated Quantitative Investments LLC | 0.32% | New | 11,141 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | Add +54.8% | 10,915 | $1.5M |
| Elo Mutual Pension Insurance Co | 0.02% | Reduce -4.3% | 10,844 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -12.5% | 10,669 | $1.4M |
| Aquatic Capital Management LLC | 0.04% | Reduce -73.1% | 10,595 | $1.4M |
| Harbor Capital Advisors, Inc. | 0.11% | Add +208.1% | 10,457 | $1.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.4% | 10,232 | $1.4M |
| Keebeck Wealth Management | 0.16% | Reduce -18.0% | 10,020 | $1.4M |
| Richard Bernstein Advisors LLC | 0.04% | Reduce -9.7% | 9,900 | $1.3M |
| Diversify Advisory Services, LLC | 0.04% | Add +17.1% | 8,532 | $1.3M |
| State of Michigan Retirement System | 0.01% | Add +1.0% | 9,700 | $1.3M |
| KLP Kapitalforvaltning As | 0.00% | Add +6.8% | 9,400 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Add +12.8% | 9,336 | $1.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +1.4% | 9,148 | $1.2M |
| Erste Asset Management GmbH | 0.01% | Add +1635.7% | 8,904 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -35.0% | 8,821 | $1.2M |
| Bridges Investment Management Inc. | 0.01% | Reduce -41.5% | 8,513 | $1.1M |
| FourThought Financial Partners, LLC | 0.09% | Add +43.7% | 8,256 | $1.1M |
| New Mexico Educational Retirement Board | 0.03% | No change | 8,200 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.6% | 8,124 | $1.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 7,759 | $1.0M |
| Worldquant Millennium Advisors LLC | 0.00% | New | 7,588 | $1.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -8.8% | 7,551 | $1.0M |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -1.2% | 7,494 | $1.0M |
| Picton Mahoney Asset Management | 0.01% | New | 7,234 | $972K |
| HSBC Holdings PLC | 0.00% | Reduce -22.4% | 6,757 | $916K |
| New York State Teachers Retirement System | 0.00% | Reduce -17.3% | 6,600 | $886K |
| WINTON GROUP Ltd | 0.03% | Add +36.4% | 6,550 | $880K |
| Xponance LLC | 0.01% | Reduce -7.6% | 6,478 | $870K |
| Meketa Investment Group Inc. | 2.83% | No change | 6,235 | $837K |
| Pictet Asset Management Holding SA | 0.00% | Add +7.1% | 6,191 | $832K |
| Pacer Advisors, Inc. | 0.00% | Add +12.5% | 5,995 | $805K |
| National Bank of Canada | 0.00% | Reduce -74.0% | 5,704 | $765K |
| MML Investors Services, LLC | 0.00% | Add +9.6% | 5,497 | $738K |
| Tidal Investments LLC | 0.00% | Reduce -14.3% | 5,451 | $732K |
| F/m Investments LLC | 0.03% | Add +35.5% | 5,357 | $719K |
| Bridgewater Associates | 0.00% | Reduce -57.7% | 5,179 | $696K |
| Gibbs Wealth Management | 0.17% | Add +21.2% | 4,677 | $693K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +41.6% | 5,130 | $689K |
| New Age Alpha Advisors, LLC | 0.03% | Reduce -51.3% | 4,961 | $666K |
| Osaic Holdings, Inc. | 0.00% | Reduce -60.0% | 4,951 | $665K |
| Headlands Technologies LLC | 0.05% | New | 4,644 | $624K |
| Voleon Capital Management LP | 0.01% | New | 4,573 | $614K |
| Bridgefront Capital, LLC | 0.15% | New | 4,542 | $610K |
| TD Private Client Wealth LLC | 0.01% | Reduce -31.1% | 4,534 | $609K |
| Two Sigma Securities, LLC | 0.08% | New | 4,329 | $581K |
| EntryPoint Capital, LLC | 0.21% | Add +7.4% | 4,067 | $546K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +36.4% | 3,720 | $546K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -7.3% | 4,067 | $546K |
| Presilium Private Wealth, LLC | 0.10% | Reduce -10.4% | 4,058 | $545K |
| Bank of Montreal | 0.00% | Reduce -48.4% | 4,027 | $541K |
| Park Avenue Securities LLC | 0.00% | Add +28.1% | 3,979 | $534K |
| PNC Financial Services Group, Inc. | 0.00% | Add +90.3% | 3,942 | $529K |
| Aviva PLC | 0.00% | Add +19.3% | 3,848 | $517K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +114.5% | 3,846 | $517K |
| Hudson Bay Capital Management LP | 0.00% | New | 3,790 | $509K |
| Deutsche Bank AG | 0.00% | Reduce -20.1% | 3,765 | $506K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -26.4% | 3,710 | $500K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -1.4% | 4,284 | $489K |
| Voya Investment Management LLC | 0.00% | Reduce -8.7% | 3,628 | $487K |
| Brooklyn Investment Group | 0.02% | New | 3,536 | $486K |
| Swiss Life Asset Management Ltd | 0.00% | Add +92.2% | 3,589 | $482K |
| Summit Trail Advisors, LLC | 0.01% | Add +39.7% | 3,431 | $462K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 3,414 | $459K |
| First Trust Advisors LP | 0.00% | Reduce -75.4% | 3,401 | $457K |
| Cornerstone Investment Partners, LLC | 0.02% | New | 3,364 | $452K |
| Yorktown Management & Research Co Inc | 0.35% | Reduce -41.1% | 3,300 | $443K |
| FMR LLC | 0.00% | Reduce -36.2% | 3,242 | $435K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +24.2% | 3,211 | $431K |
| Prudential Financial Inc. | 0.00% | Reduce -1.9% | 3,170 | $431K |
| Glenmede Trust Co. NA | 0.00% | — | 3,096 | $416K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +22.3% | 3,089 | $415K |
| Laurion Capital Management LP | 0.03% | Reduce -6.0% | 3,000 | $403K |
| Smith Group Asset Management, LLC | 0.02% | New | 2,984 | $401K |
| Securian Asset Management, Inc. | 0.01% | Reduce -3.3% | 2,930 | $394K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.08% | New | 2,900 | $389K |
| Fieldview Capital Management, LLC | 0.06% | New | 2,832 | $380K |
| State of Wyoming | 0.04% | Add +107.8% | 2,807 | $377K |
| Hamilton Capital Partners Inc. | 0.01% | Add +130.6% | 2,783 | $374K |
| HighTower Advisors, LLC | 0.00% | Reduce -10.1% | 2,775 | $373K |
| Dynamic Technology Lab Private Ltd | 0.08% | New | 2,770 | $372K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.0% | 2,758 | $370K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,619 | $352K |
| Caitlin John, LLC | 0.23% | Reduce -69.8% | 2,618 | $352K |
| Liontrust Investment Partners LLP | 0.01% | Reduce -9.7% | 2,610 | $351K |
| Dundas Partners LLP | 0.02% | No change | 2,574 | $346K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -4.1% | 2,526 | $339K |
| Norden Group LLC | 0.03% | Add +26.8% | 2,520 | $338K |
| Legato Capital Management LLC | 0.03% | New | 2,411 | $324K |
| Vista Finance, LLC | 0.21% | Reduce -6.3% | 2,406 | $323K |
| Portside Wealth Group, LLC | 0.04% | Reduce -4.8% | 2,398 | $322K |
| HighPoint Advisor Group LLC | 0.01% | New | 2,382 | $320K |
| Rockefeller Capital Management L.P. | 0.00% | Add +152.2% | 2,368 | $318K |
| Qsemble Capital Management, LP | 0.03% | New | 2,367 | $318K |
| LVW Advisors, LLC | 0.03% | Reduce -5.3% | 2,311 | $310K |
| Personal Cfo Solutions, LLC | 0.05% | Add +2.7% | 2,300 | $309K |
| State of Wisconsin Investment Board | 0.00% | Reduce -40.0% | 2,257 | $303K |
| Global Retirement Partners, LLC | 0.01% | Add +611.4% | 2,255 | $303K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 2,235 | $300K |
| Tokio Marine Asset Management Co. Ltd. | 0.01% | No change | 2,220 | $298K |
| Grey Fox Wealth Advisors, LLC | 0.06% | Reduce -0.1% | 2,199 | $297K |
| Conservest Capital Advisors, Inc. | 0.03% | No change | 2,150 | $289K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -59.7% | 2,134 | $287K |
| Corient Private Wealth LP | 0.00% | Reduce -30.4% | 2,125 | $286K |
| Baron Capital (BAMCO) | 0.00% | New | 2,113 | $284K |
| Utah Retirement Systems | 0.00% | No change | 2,112 | $284K |
| Phillips Wealth Planners LLC | 0.23% | New | 1,839 | $281K |
| Mercer Global Advisors Inc. | 0.00% | New | 2,075 | $279K |
| PharVision Advisers, LLC | 0.14% | New | 2,074 | $279K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 1,987 | $268K |
| Heritage Family Offices, LLP | 0.12% | Reduce -8.2% | 1,983 | $266K |
| Impact Capital Partners LLC | 0.08% | Reduce -22.9% | 1,945 | $261K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,942 | $261K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -42.8% | 1,941 | $261K |
| Outlook Wealth Advisors, LLC | 0.06% | Add +2.2% | 1,881 | $253K |
| US Bancorp \de | 0.00% | Add +24.5% | 1,878 | $252K |
| Captrust Financial Advisors | 0.00% | New | 1,848 | $248K |
| R Squared Ltd | 0.11% | Add +15.4% | 1,755 | $236K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 1,754 | $235K |
| Argent Trust Co | 0.01% | No change | 1,751 | $235K |
| Aigen Investment Management, LP | 0.05% | New | 1,711 | $230K |
| Jump Financial, LLC | 0.00% | Add +13.9% | 1,700 | $228K |
| Stephens Inc. | 0.00% | New | 1,690 | $227K |
| OneDigital Investment Advisors LLC | 0.00% | New | 1,687 | $227K |
| Regions Financial Corp. | 0.00% | New | 1,672 | $225K |
| Merit Financial Group, LLC | 0.00% | Reduce -9.5% | 1,667 | $224K |
| Hutchens & Kramer Investment Management Group, LLC | 0.08% | New | 1,661 | $223K |
| ProShare Advisors LLC | 0.00% | Reduce -4.7% | 1,641 | $220K |
| Choreo, LLC | 0.00% | New | 1,595 | $217K |
| Assetmark, Inc. | 0.00% | Add +102.7% | 1,378 | $185K |
| Leonteq Securities AG | 0.01% | Reduce -37.1% | 1,309 | $176K |
| Farther Finance Advisors, LLC | 0.00% | Add +627.5% | 1,215 | $163K |
| Islay Capital Management, LLC | 0.10% | No change | 1,200 | $161K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,199 | $161K |
| KBC Group NV | 0.00% | No change | 1,179 | $158K |
| International Assets Investment Management, LLC | 0.01% | New | 1,161 | $156K |
| Cwm, LLC | 0.00% | Add +684.8% | 1,083 | $145K |
| Vestcor Inc | 0.00% | No change | 1,043 | $140K |
| STRS Ohio | 0.00% | Add +1.5% | 969 | $130K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 967 | $130K |
| Tema ETFs LLC | 0.01% | New | 960 | $129K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +12.9% | 899 | $121K |
| Quadrant Capital Group LLC | 0.00% | Add +52.4% | 870 | $117K |
| Clearstead Advisors, LLC | 0.00% | Add +733.6% | 867 | $116K |
| Smartleaf Asset Management LLC | 0.00% | Add +35.9% | 818 | $111K |
| GAMMA Investing LLC | 0.01% | Reduce -11.2% | 755 | $101K |
| Covestor Ltd | 0.05% | Reduce -15.9% | 747 | $100K |
| Mb, Levis & Associates, LLC | 0.04% | No change | 722 | $97K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -15.9% | 610 | $82K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -3.6% | 558 | $75K |
| Arax Advisory Partners | 0.00% | New | 526 | $71K |
| Huntington National Bank | 0.00% | Reduce -3.7% | 522 | $70K |
| Hantz Financial Services, Inc. | 0.00% | Add +139.4% | 510 | $68K |
| Signaturefd, LLC | 0.00% | Add +33.6% | 497 | $67K |
| UMB Bank, n.a. | 0.00% | Add +10.4% | 468 | $63K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +27.7% | 415 | $61K |
| HM Payson & Co. | 0.00% | Add +4.3% | 342 | $46K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +16.1% | 331 | $45K |
| Fifth Third Bancorp | 0.00% | Reduce -11.9% | 332 | $45K |
| Parallel Advisors, LLC | 0.00% | Add +81.2% | 241 | $32K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.5% | 198 | $29K |
| Acadian Asset Management LLC | 0.00% | New | 200 | $26K |
| AlphaQuest LLC | 0.00% | Reduce -71.9% | 192 | $26K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Reduce -40.4% | 190 | $26K |
| Private Trust Co. NA | 0.00% | Add +24.5% | 188 | $25K |
| Allworth Financial LP | 0.00% | Add +51.3% | 171 | $23K |
| Wellington-Altus USA Inc. | 0.02% | — | 171 | $23K |
| First Horizon Corp. | 0.00% | Reduce -27.3% | 168 | $23K |
| Centerpoint Advisors, LLC | 0.01% | Add +35.8% | 163 | $22K |
| IFP Advisors, Inc | 0.00% | Add +19.3% | 161 | $22K |
| Ancora Advisors LLC | 0.00% | New | 151 | $20K |
| CIBC Private Wealth Group LLC | 0.00% | Add +79.3% | 147 | $20K |
| Quarry LP | 0.00% | Reduce -24.7% | 140 | $19K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +22.1% | 138 | $19K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 133 | $18K |
| Clark Wealth Partners | 0.01% | No change | 130 | $17K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +29.0% | 120 | $16K |
| Whittier Trust Co. | 0.00% | No change | 105 | $15K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 110 | $15K |
| SageView Advisory Group, LLC | 0.00% | New | 106 | $14K |
| Jones Financial Companies LLLP | 0.00% | Add +7.6% | 99 | $13K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -96.7% | 98 | $13K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 95 | $13K |
| Essential Partners LLC | 0.00% | New | 83 | $11K |
| Entrust Financial LLC | 0.01% | — | 72 | $10K |
| Parkside Financial Bank & Trust | 0.00% | New | 66 | $9K |
| Versant Capital Management, Inc | 0.00% | Reduce -69.3% | 61 | $8K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +63.9% | 59 | $8K |
| Root Financial Partners, LLC | 0.00% | Reduce -23.5% | 52 | $7K |
| Bayban | 0.01% | — | 46 | $6K |
| MAI Capital Management | 0.00% | Reduce -36.9% | 41 | $6K |
| Financial Network Wealth Advisors LLC | 0.00% | Add +25.0% | 35 | $5K |
| Quattro Advisors LLC | 0.00% | — | 35 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 35 | $5K |
| Rothschild Investment LLC | 0.00% | New | 34 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 29 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 29 | $4K |
| CoreCap Advisors, LLC | 0.00% | Add +30.0% | 26 | $3K |
| CX Institutional | 0.00% | New | 24 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -8.3% | 22 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +40.0% | 21 | $3K |
| Sunrise Financial Services, LLC | 0.00% | — | 21 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 20 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 19 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Add +500.0% | 18 | $2K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 17 | $2K |
| Zions Bancorporation, National Association | 0.00% | New | 16 | $2K |
| Albion Financial Group | 0.00% | No change | 12 | $2K |
| Laurel Wealth Advisors LLC | 0.00% | New | 10 | $1K |
| MidFirst Bank | 0.00% | — | 9 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $941 |
| Manchester Capital Management LLC | 0.00% | No change | 6 | $806 |
| SBI Securities Co., Ltd. | 0.00% | No change | 5 | $672 |
| Cromwell Holdings LLC | 0.00% | New | 4 | $539 |
| Optima Capital LLC | 0.00% | New | 4 | $539 |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -20.0% | 4 | $538 |
| WPG Advisers, LLC | 0.00% | Reduce -91.1% | 4 | $537 |
| CVA Family Office, LLC | 0.00% | No change | 4 | $537 |
| Basecamp Wealth Advisors LLC | 0.00% | — | 4 | $537 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -25.0% | 3 | $403 |
| Rialto Wealth Management, LLC | 0.00% | No change | 2 | $269 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $269 |
| SHP Wealth Management | 0.00% | — | 2 | $269 |
| Hughes Financial Services, LLC | 0.00% | New | 2 | $269 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $135 |
| Toronto Dominion Bank | 0.00% | New | 1 | $134 |
| Rakuten Securities, Inc. | 0.00% | Reduce -95.7% | 1 | $134 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $115 |
"% 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.