Hamilton Lane Inc. Class AHLNE
13F holders, Q1 2026 (March 31)389holders
68new positions
68sold out
8famous investors
$99.44avg. 13F price*
At the end of Q1 2026, 389 institutions reported holding Hamilton Lane Inc. Class A (HLNE) in their 13F filings, unchanged from Q4 2025. 68 opened new positions and 68 sold out. The largest holders were BlackRock, Inc. ($405.1M), Kayne Anderson Rudnick Investment Management LLC ($339.5M) and Vanguard Portfolio Management LLC ($181.5M). 8 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $64.4M |
| Exits | 68 | $214.5M |
All 13F filers, Q4 2025 → Q1 2026: 6,342,579 shares bought and 5,380,822 shares sold, net +961,757 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 389 holders
| BlackRock, Inc. | 0.01% | Reduce -0.1% | 4,075,942 | $405.1M |
| Kayne Anderson Rudnick Investment Management LLC | 1.00% | Add +25.2% | 3,415,150 | $339.5M |
| Vanguard Portfolio Management LLC | 0.01% | — | 1,825,468 | $181.5M |
| Vanguard Capital Management LLC | 0.00% | — | 1,784,253 | $177.4M |
| Wasatch Advisors LP | 1.16% | Add +15.8% | 1,751,596 | $174.1M |
| State Street Corp. | 0.00% | Add +1.9% | 1,319,121 | $131.8M |
| Millennium Management | 0.10% | Add +4485.4% | 1,223,381 | $121.6M |
| Principal Financial Group Inc. | 0.06% | Add +1.7% | 1,103,913 | $109.7M |
| Champlain Investment Partners, LLC | 1.37% | Add +2.5% | 1,087,227 | $108.1M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.8% | 1,050,026 | $104.4M |
| T. Rowe Price Investment Management, Inc. | 0.07% | Reduce -16.9% | 989,793 | $98.4M |
| Janus Henderson Group PLC | 0.04% | Add +12.9% | 905,660 | $90.0M |
| Van Berkom & Associates Inc. | 2.69% | Add +9.7% | 833,307 | $82.8M |
| Morgan Stanley | 0.00% | Add +25.2% | 725,272 | $72.1M |
| Neuberger Berman Group LLC | 0.05% | Add +17.6% | 710,748 | $70.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.8% | 678,579 | $67.4M |
| Los Angeles Capital Management LLC | 0.27% | Add +15737.8% | 678,491 | $67.4M |
| Clearbridge Investments, LLC | 0.06% | Add +0.9% | 668,687 | $66.5M |
| Balyasny Asset Management L.P. | 0.13% | Reduce -13.4% | 654,579 | $65.1M |
| Wells Fargo & Company | 0.01% | Add +46.0% | 646,104 | $64.2M |
| Capital World Investors | 0.01% | Reduce -2.0% | 640,782 | $63.7M |
| Raymond James Financial Inc. | 0.02% | Add +4.8% | 605,530 | $60.1M |
| Invesco Ltd. | 0.01% | Reduce -1.0% | 526,780 | $52.4M |
| UBS Group AG | 0.01% | Reduce -13.0% | 513,247 | $51.0M |
| Copeland Capital Management, LLC | 1.12% | Reduce -3.5% | 505,806 | $50.3M |
| American Century Companies Inc. | 0.02% | Reduce -10.1% | 443,232 | $44.1M |
| Ameriprise Financial Inc. | 0.01% | Add +79.1% | 431,166 | $42.9M |
| Northern Trust Corp. | 0.01% | Add +7.1% | 429,500 | $42.7M |
| Sei Investments Co. | 0.04% | Add +37.4% | 406,425 | $40.4M |
| Bank of America Corp. | 0.00% | Reduce -3.4% | 367,821 | $36.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +31.8% | 366,534 | $36.4M |
| Westfield Capital Management Co. LP | 0.15% | Add +0.2% | 364,174 | $36.2M |
| Federated Hermes, Inc. | 0.06% | Reduce -52.1% | 353,121 | $35.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Add +52.1% | 350,512 | $34.8M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +1039.7% | 335,903 | $33.4M |
| Deprince Race & Zollo Inc. | 0.61% | Add +8.0% | 325,465 | $32.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.2% | 320,600 | $31.9M |
| Bank of New York Mellon Corp | 0.01% | Add +3.2% | 307,726 | $30.6M |
| TimesSquare Capital Management, LLC | 0.49% | Reduce -12.0% | 288,840 | $28.7M |
| Geneva Capital Management LLC | 0.58% | Reduce -11.5% | 274,694 | $27.3M |
| Voloridge Investment Management, LLC | 0.10% | Reduce -12.9% | 261,842 | $26.0M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 256,085 | $25.5M |
| GW&K Investment Management, LLC | 0.21% | Reduce -4.8% | 237,780 | $23.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.8% | 233,117 | $22.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +311.7% | 220,131 | $21.9M |
| Nomura Asset Management International Inc. | 0.03% | Reduce -56.6% | 199,573 | $19.8M |
| Jefferies Financial Group Inc. | 0.24% | Add +93.1% | 189,688 | $18.9M |
| Fred Alger Management, LLC | 0.08% | Reduce -28.5% | 187,054 | $18.7M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +60.0% | 186,840 | $18.6M |
| Nuveen, LLC | 0.00% | Reduce -6.8% | 164,106 | $16.3M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -44.9% | 157,955 | $15.7M |
| Renaissance Technologies | 0.02% | Reduce -1.1% | 157,431 | $15.6M |
| DF Dent & Co. Inc. | 0.30% | Reduce -43.1% | 156,864 | $15.6M |
| Silvercrest Asset Management Group LLC | 0.11% | Add +32.3% | 156,308 | $15.5M |
| Royal Bank of Canada | 0.00% | Add +33.3% | 148,906 | $14.8M |
| Citigroup Inc. | 0.01% | Add +18.0% | 147,645 | $14.7M |
| Franklin Resources Inc. | 0.00% | New | 144,167 | $14.3M |
| Susquehanna Fundamental Investments, LLC | 0.50% | Add +145.9% | 134,097 | $13.3M |
| Congress Asset Management Co. | 0.09% | Add +28.9% | 126,810 | $12.6M |
| Bessemer Group Inc. | 0.02% | Reduce -38.9% | 121,023 | $12.0M |
| Fuller & Thaler Asset Management, Inc. | 0.04% | Add +100.3% | 120,994 | $12.0M |
| Stifel Financial Corp. | 0.01% | Add +45.2% | 113,153 | $11.2M |
| Van Eck Associates Corp. | 0.01% | Add +48.8% | 108,796 | $10.8M |
| Rhumbline Advisers | 0.01% | Add +1.8% | 107,710 | $10.7M |
| Man Group plc | 0.02% | Add +19.2% | 107,022 | $10.6M |
| Segall Bryant & Hamill, LLC | 0.15% | Reduce -4.9% | 106,737 | $10.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +10.3% | 93,931 | $9.3M |
| Wellington Management Group LLP | 0.00% | Reduce -69.0% | 93,559 | $9.3M |
| FIL Ltd | 0.01% | Reduce -45.4% | 93,243 | $9.3M |
| Danske Bank A/S | 0.02% | Add +341.6% | 84,458 | $8.4M |
| Swiss National Bank | 0.00% | Add +0.5% | 82,600 | $8.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -4.3% | 79,698 | $7.9M |
| Caisse de depot et placement du Quebec | 0.01% | New | 79,362 | $7.9M |
| Legal & General Group Plc | 0.00% | Reduce -8.9% | 75,425 | $7.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -9.3% | 74,399 | $7.4M |
| Walleye Capital LLC | 0.04% | New | 66,352 | $6.6M |
| Crawford Investment Counsel Inc. | 0.11% | Add +17.8% | 66,099 | $6.6M |
| Alliancebernstein L.P. | 0.00% | Add +8.9% | 48,808 | $6.6M |
| Two Sigma Investments, LP | 0.01% | Reduce -35.0% | 63,094 | $6.3M |
| Point72 Asset Management | 0.01% | Add +37.8% | 58,751 | $5.8M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -37.4% | 58,700 | $5.8M |
| California Public Employees Retirement System | 0.00% | Reduce -12.5% | 58,029 | $5.8M |
| Quantinno Capital Management LP | 0.01% | Add +237.5% | 56,558 | $5.6M |
| Argent Capital Management LLC | 0.17% | Add +53.9% | 55,236 | $5.5M |
| State of Wisconsin Investment Board | 0.01% | Add +2264.2% | 53,360 | $5.3M |
| LPL Financial LLC | 0.00% | Reduce -1.7% | 52,323 | $5.2M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +2278.4% | 50,755 | $5.0M |
| Retirement Systems of Alabama | 0.02% | Add +2.1% | 50,096 | $5.0M |
| New York State Common Retirement Fund | 0.01% | Reduce -60.6% | 49,374 | $4.9M |
| Bullseye Asset Management LLC | 2.82% | Reduce -9.3% | 49,028 | $4.9M |
| California State Teachers Retirement System | 0.01% | Add +24.2% | 49,007 | $4.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 47,725 | $4.7M |
| Moran Wealth Management, LLC | 0.14% | Reduce -1.4% | 46,170 | $4.6M |
| Holocene Advisors, LP | 0.01% | Add +65.8% | 45,696 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | New | 45,536 | $4.5M |
| SG Americas Securities, LLC | 0.01% | Reduce -36.8% | 45,319 | $4.5M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.3% | 44,678 | $4.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +1.2% | 45,022 | $4.4M |
| Tudor Investment Corporation | 0.02% | Reduce -83.7% | 40,341 | $4.0M |
| Aptus Capital Advisors, LLC | 0.03% | New | 40,132 | $4.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -61.0% | 39,128 | $3.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +65.1% | 37,238 | $3.7M |
| Trexquant Investment LP | 0.03% | Add +24.5% | 36,611 | $3.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 36,286 | $3.6M |
| Truist Financial Corp. | 0.00% | Add +27.8% | 34,180 | $3.4M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +14.4% | 33,547 | $3.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -17.9% | 31,799 | $3.2M |
| Sit Investment Associates Inc. | 0.06% | New | 30,840 | $3.1M |
| Jane Street Group, LLC | 0.00% | Reduce -47.7% | 30,526 | $3.0M |
| Cerity Partners LLC | 0.00% | Add +13.1% | 30,359 | $3.0M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +67.7% | 29,797 | $3.0M |
| Corient Private Wealth LP | 0.00% | Add +1284.5% | 29,421 | $2.9M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +31.9% | 29,155 | $2.9M |
| AQR Capital Management | 0.00% | Reduce -33.5% | 27,251 | $2.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +39.3% | 26,591 | $2.6M |
| Capital Fund Management S.A. | 0.02% | Reduce -40.8% | 25,974 | $2.6M |
| NewEdge Wealth, LLC | 0.03% | Add +56.2% | 25,833 | $2.6M |
| Kornitzer Capital Management Inc. | 0.05% | Reduce -0.8% | 25,353 | $2.5M |
| Citadel Advisors | 0.00% | Reduce -96.7% | 24,965 | $2.5M |
| Prudential Financial Inc. | 0.00% | Add +683.6% | 24,840 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +9.9% | 24,407 | $2.4M |
| Amundi | 0.00% | Add +18.9% | 24,167 | $2.4M |
| Barclays PLC | 0.00% | Reduce -33.0% | 23,487 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +19.1% | 23,395 | $2.3M |
| Qube Research & Technologies Ltd | 0.00% | New | 22,912 | $2.3M |
| Prana Capital Management, LP | 0.07% | Reduce -51.5% | 22,568 | $2.2M |
| Oppenheimer & Co. Inc. | 0.03% | Add +26.2% | 21,877 | $2.2M |
| Algert Global LLC | 0.03% | Reduce -29.0% | 21,690 | $2.2M |
| MetLife Investment Management, LLC | 0.01% | Add +0.2% | 21,285 | $2.1M |
| Empowered Funds, LLC | 0.01% | New | 21,114 | $2.1M |
| Creative Planning | 0.00% | Reduce -4.8% | 20,888 | $2.1M |
| HSBC Holdings PLC | 0.00% | Add +205.5% | 20,644 | $2.1M |
| &partners | 0.01% | Reduce -1.3% | 20,308 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +15.6% | 19,902 | $2.0M |
| Amalgamated Bank | 0.01% | Add +0.0% | 19,138 | $1.9M |
| Natixis Advisors, LLC | 0.00% | Reduce -75.8% | 18,662 | $1.9M |
| Fifth Third Bancorp | 0.00% | Add +5497.0% | 18,582 | $1.8M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 18,549 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -8.2% | 17,917 | $1.8M |
| Bridges Investment Management Inc. | 0.02% | Add +108.4% | 17,740 | $1.8M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 17,435 | $1.7M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.1% | 17,320 | $1.7M |
| XTX Topco Ltd | 0.03% | Add +0.1% | 17,138 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +60.3% | 17,097 | $1.7M |
| Diversified Trust Co. | 0.03% | Add +22.4% | 16,830 | $1.7M |
| TD Asset Management Inc | 0.00% | Reduce -31.7% | 16,676 | $1.7M |
| Vanguard Global Advisers, LLC | 0.00% | — | 16,646 | $1.7M |
| Handelsbanken Fonder AB | 0.01% | Add +11.9% | 16,000 | $1.6M |
| Brevan Howard Capital Management LP | 0.02% | New | 15,961 | $1.6M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -8.0% | 15,659 | $1.6M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 15,479 | $1.5M |
| Van Hulzen Asset Management, LLC | 0.11% | Reduce -9.9% | 15,205 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +15839.4% | 15,780 | $1.5M |
| BW Gestao de Investimentos Ltda. | 0.07% | Reduce -67.0% | 15,000 | $1.5M |
| WINTON GROUP Ltd | 0.05% | Add +120.7% | 14,453 | $1.4M |
| Lecap Asset Management Ltd. | 0.53% | New | 14,218 | $1.4M |
| National Bank of Canada | 0.00% | Add +141.3% | 13,766 | $1.4M |
| M&T Bank Corp | 0.00% | Reduce -1.6% | 13,255 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 12,821 | $1.3M |
| Alps Advisors Inc. | 0.01% | Reduce -16.8% | 12,650 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -47.3% | 12,530 | $1.2M |
| Worldquant Millennium Advisors LLC | 0.00% | Add +62.8% | 12,355 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -5.5% | 11,909 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | Add +4.4% | 11,800 | $1.2M |
| Arizona State Retirement System | 0.01% | Reduce -0.8% | 11,472 | $1.1M |
| Point Nemo Capital, LLC | 0.75% | New | 11,442 | $1.1M |
| Sierra Capital LLC | 0.12% | Reduce -14.7% | 11,017 | $1.1M |
| First Trust Advisors LP | 0.00% | Add +222.0% | 10,951 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +20.8% | 10,657 | $1.1M |
| Intech Investment Management LLC | 0.01% | Reduce -70.3% | 10,407 | $1.0M |
| Diversify Wealth Management, LLC | 0.02% | New | 11,604 | $1.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.1% | 10,238 | $1.0M |
| Bridgewater Associates | 0.00% | Add +97.6% | 10,234 | $1.0M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 10,195 | $1.0M |
| Keebeck Wealth Management | 0.11% | No change | 10,020 | $1.0M |
| Victory Capital Management Inc. | 0.00% | Add +6.5% | 9,944 | $988K |
| Richard Bernstein Advisors LLC | 0.03% | No change | 9,900 | $984K |
| Tidal Investments LLC | 0.00% | Add +81.3% | 9,880 | $982K |
| State of Michigan Retirement System | 0.01% | Add +1.0% | 9,800 | $974K |
| KLP Kapitalforvaltning As | 0.00% | Add +3.2% | 9,700 | $969K |
| Natixis | 0.00% | New | 9,288 | $923K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.1% | 9,155 | $910K |
| Sterling Capital Management LLC | 0.02% | Reduce -21.4% | 9,086 | $903K |
| TD Private Client Wealth LLC | 0.02% | Add +96.0% | 8,885 | $883K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -20.9% | 8,859 | $881K |
| Quantbot Technologies LP | 0.04% | New | 8,684 | $863K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +3.4% | 8,400 | $835K |
| New Mexico Educational Retirement Board | 0.03% | No change | 8,200 | $815K |
| Xponance LLC | 0.01% | Add +16.5% | 7,545 | $750K |
| Ameritas Investment Partners, Inc. | 0.02% | No change | 7,494 | $745K |
| Pictet Asset Management Holding SA | 0.00% | Add +5.9% | 6,557 | $652K |
| Mirabella Financial Services LLP | 0.07% | New | 6,465 | $643K |
| Harbor Capital Advisors, Inc. | 0.05% | Reduce -38.8% | 6,404 | $637K |
| BNP Paribas Financial Markets | 0.00% | Reduce -95.3% | 6,382 | $634K |
| Pacer Advisors, Inc. | 0.00% | Reduce -0.1% | 5,989 | $595K |
| Blair William & Co. | 0.00% | Reduce -79.6% | 5,748 | $571K |
| Morningstar Investment Management LLC | 0.04% | New | 5,726 | $569K |
| Gibbs Wealth Management | 0.07% | Add +19.1% | 5,569 | $554K |
| CenterBook Partners LP | 0.03% | New | 5,427 | $539K |
| MML Investors Services, LLC | 0.00% | Reduce -1.4% | 5,419 | $539K |
| New York State Teachers Retirement System | 0.00% | Reduce -20.2% | 5,268 | $524K |
| Osaic Holdings, Inc. | 0.00% | Add +3.3% | 5,114 | $509K |
| Freestone Grove Partners LP | 0.00% | New | 4,920 | $489K |
| FMR LLC | 0.00% | Add +49.9% | 4,861 | $483K |
| New Age Alpha Advisors, LLC | 0.02% | Reduce -2.0% | 4,860 | $483K |
| Fox Run Management, L.L.C. | 0.08% | New | 4,800 | $470K |
| PNC Financial Services Group, Inc. | 0.00% | Add +16.2% | 4,580 | $455K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -96.0% | 4,421 | $439K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +115.2% | 4,275 | $427K |
| Emerald Investment Advisers, LLC | 0.04% | — | 4,099 | $407K |
| Aviva PLC | 0.00% | Add +6.4% | 4,094 | $407K |
| State of Alaska, Department of Revenue | 0.00% | No change | 4,067 | $404K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -47.6% | 4,064 | $404K |
| Presilium Private Wealth, LLC | 0.07% | No change | 4,058 | $403K |
| Deutsche Bank AG | 0.00% | Add +7.3% | 4,041 | $402K |
| Baron Capital (BAMCO) | 0.00% | Add +89.3% | 4,000 | $398K |
| Impact Capital Partners LLC | 0.12% | Add +98.7% | 3,864 | $384K |
| Park Avenue Securities LLC | 0.00% | Reduce -7.3% | 3,688 | $367K |
| Magnetar Financial LLC | 0.00% | New | 3,676 | $365K |
| Summit Trail Advisors, LLC | 0.01% | Add +6.0% | 3,637 | $362K |
| FJ Capital Management LLC | 0.04% | New | 3,634 | $361K |
| Perbak Capital Partners LLP | 0.09% | New | 3,611 | $359K |
| Voya Investment Management LLC | 0.00% | Reduce -0.7% | 3,602 | $358K |
| Hamilton Capital Partners Inc. | 0.01% | Add +25.4% | 3,491 | $347K |
| Cornerstone Investment Partners, LLC | 0.01% | Add +1.7% | 3,420 | $340K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -33.5% | 3,413 | $339K |
| Bank of Montreal | 0.00% | Reduce -15.8% | 3,392 | $337K |
| Inceptionr LLC | 0.08% | New | 3,375 | $335K |
| Yorktown Management & Research Co Inc | 0.27% | No change | 3,300 | $328K |
| Dynamic Technology Lab Private Ltd | 0.05% | Add +18.8% | 3,290 | $327K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.07% | Add +8.6% | 3,150 | $313K |
| Gsa Capital Partners LLP | 0.02% | New | 3,132 | $311K |
| DAVENPORT & Co LLC | 0.00% | New | 3,034 | $302K |
| Securian Asset Management, Inc. | 0.01% | Add +3.4% | 3,030 | $301K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -19.2% | 2,999 | $300K |
| Laurion Capital Management LP | 0.03% | No change | 3,000 | $298K |
| HighTower Advisors, LLC | 0.00% | Add +7.9% | 2,995 | $298K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -3.1% | 2,992 | $297K |
| Smith Group Asset Management, LLC | 0.01% | Reduce -2.2% | 2,919 | $290K |
| Coldstream Capital Management Inc. | 0.00% | Add +7.9% | 2,826 | $281K |
| LVW Advisors, LLC | 0.03% | Add +20.6% | 2,787 | $277K |
| Mercer Global Advisors Inc. | 0.00% | Add +32.4% | 2,748 | $273K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +2.6% | 2,591 | $258K |
| Integrated Wealth Concepts LLC | 0.00% | New | 2,543 | $253K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -21.7% | 2,514 | $250K |
| Liontrust Investment Partners LLP | 0.00% | Reduce -4.1% | 2,503 | $249K |
| Brooklyn Investment Group | 0.01% | Reduce -29.9% | 2,477 | $246K |
| Norden Group LLC | 0.02% | Reduce -3.1% | 2,443 | $243K |
| Integrated Quantitative Investments LLC | 0.04% | Reduce -78.4% | 2,411 | $240K |
| Legato Capital Management LLC | 0.02% | No change | 2,411 | $240K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -78.0% | 2,399 | $238K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -33.5% | 2,388 | $237K |
| Edgestream Partners, L.P. | 0.01% | New | 2,349 | $233K |
| Vista Finance, LLC | 0.18% | Reduce -3.1% | 2,331 | $232K |
| Campbell & CO Investment Adviser LLC | 0.01% | New | 2,239 | $223K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 2,235 | $222K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +27.0% | 2,228 | $221K |
| Caitlin John, LLC | 0.13% | Reduce -15.1% | 2,222 | $221K |
| Tokio Marine Asset Management Co. Ltd. | 0.01% | No change | 2,220 | $221K |
| Grey Fox Wealth Advisors, LLC | 0.04% | No change | 2,199 | $220K |
| Personal Cfo Solutions, LLC | 0.03% | Reduce -5.0% | 2,186 | $218K |
| AlphaGrep UK Ltd | 0.06% | New | 2,187 | $217K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -38.4% | 2,293 | $216K |
| Dundas Partners LLP | 0.02% | Reduce -15.8% | 2,167 | $215K |
| Conservest Capital Advisors, Inc. | 0.02% | No change | 2,150 | $214K |
| iSAM Funds (UK) Ltd | 0.10% | New | 2,139 | $213K |
| Utah Retirement Systems | 0.00% | No change | 2,112 | $210K |
| Regions Financial Corp. | 0.00% | Add +26.2% | 2,110 | $210K |
| Wealth Alliance, LLC | 0.02% | New | 2,096 | $208K |
| DNB Asset Management AS | 0.00% | New | 2,094 | $208K |
| Two Sigma Securities, LLC | 0.02% | Reduce -51.8% | 2,088 | $208K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -17.6% | 1,950 | $194K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -74.8% | 1,900 | $189K |
| KBC Group NV | 0.00% | Add +35.4% | 1,596 | $159K |
| International Assets Investment Management, LLC | 0.01% | Add +29.5% | 1,503 | $146K |
| Farther Finance Advisors, LLC | 0.00% | Add +21.9% | 1,481 | $144K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -48.8% | 1,411 | $140K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -65.4% | 1,331 | $132K |
| Hantz Financial Services, Inc. | 0.00% | Add +158.6% | 1,319 | $131K |
| State of Wyoming | 0.01% | Reduce -55.5% | 1,249 | $124K |
| Assetmark, Inc. | 0.00% | Reduce -16.9% | 1,145 | $114K |
| Simplex Trading, LLC | 0.00% | New | 1,102 | $110K |
| US Bancorp \de | 0.00% | Reduce -43.6% | 1,059 | $105K |
| Vestcor Inc | 0.00% | No change | 1,043 | $104K |
| Leonteq Securities AG | 0.01% | Reduce -23.3% | 1,004 | $100K |
| Ancora Advisors LLC | 0.00% | Add +557.6% | 993 | $99K |
| STRS Ohio | 0.00% | Reduce -0.1% | 968 | $96K |
| Tema ETFs LLC | 0.01% | No change | 960 | $95K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -13.5% | 778 | $77K |
| Cwm, LLC | 0.00% | Reduce -29.7% | 761 | $76K |
| Blue Trust, Inc. | 0.00% | New | 751 | $75K |
| Mb, Levis & Associates, LLC | 0.03% | No change | 722 | $72K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +18.4% | 722 | $72K |
| Signaturefd, LLC | 0.00% | Add +28.8% | 640 | $64K |
| GAMMA Investing LLC | 0.00% | Reduce -18.4% | 616 | $61K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.4% | 566 | $57K |
| Huntington National Bank | 0.00% | Add +2.3% | 534 | $53K |
| Arax Advisory Partners | 0.00% | Reduce -9.9% | 474 | $47K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +15.2% | 478 | $46K |
| HM Payson & Co. | 0.00% | Add +10.5% | 378 | $38K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +207.5% | 369 | $37K |
| Advisory Services Network, LLC | 0.00% | New | 366 | $36K |
| Covestor Ltd | 0.02% | Reduce -55.4% | 333 | $33K |
| First Horizon Corp. | 0.00% | Add +58.9% | 267 | $27K |
| Quadrant Capital Group LLC | 0.00% | Reduce -70.2% | 259 | $26K |
| UMB Bank, n.a. | 0.00% | Reduce -47.2% | 247 | $25K |
| Versant Capital Management, Inc | 0.00% | Add +293.4% | 240 | $24K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -73.3% | 218 | $21K |
| Private Trust Co. NA | 0.00% | Add +12.2% | 211 | $21K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.5% | 199 | $18K |
| Parallel Advisors, LLC | 0.00% | Reduce -29.9% | 169 | $17K |
| Allworth Financial LP | 0.00% | Reduce -1.2% | 169 | $17K |
| Centerpoint Advisors, LLC | 0.01% | No change | 163 | $16K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 156 | $16K |
| Philadelphia Investment Partners, LLC | 0.01% | — | 150 | $15K |
| Bayforest Capital Ltd | 0.02% | New | 143 | $14K |
| Clark Wealth Partners | 0.01% | No change | 130 | $13K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -6.5% | 129 | $13K |
| Wellington-Altus USA Inc. | 0.01% | Reduce -6.4% | 160 | $13K |
| Entrust Financial LLC | 0.01% | Add +72.2% | 124 | $12K |
| Millstone Evans Group, LLC | 0.01% | New | 122 | $12K |
| CX Institutional | 0.00% | Add +395.8% | 119 | $12K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 110 | $11K |
| CoreCap Advisors, LLC | 0.00% | Add +288.5% | 101 | $10K |
| Whittier Trust Co. | 0.00% | No change | 105 | $10K |
| Penserra Capital Management LLC | 0.00% | New | 102 | $10K |
| IFP Advisors, Inc | 0.00% | Reduce -39.8% | 97 | $10K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +61.0% | 95 | $10K |
| MAI Capital Management | 0.00% | Add +97.6% | 81 | $8K |
| Clearstead Advisors, LLC | 0.00% | Reduce -90.9% | 79 | $8K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 70 | $7K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -79.8% | 67 | $7K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -54.1% | 61 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 59 | $6K |
| Joseph Group Capital Management | 0.00% | New | 58 | $6K |
| Eurizon Capital SGR S.p.A. | 0.00% | New | 58 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -41.0% | 56 | $6K |
| Elevation Wealth Partners, LLC | 0.00% | New | 51 | $5K |
| Bayban | 0.00% | No change | 46 | $5K |
| LRI Investments, LLC | 0.00% | New | 46 | $5K |
| JNBA Financial Advisors | 0.00% | New | 45 | $4K |
| Whipplewood Advisors, LLC | 0.00% | New | 44 | $4K |
| AdvisorNet Financial, Inc | 0.00% | Add +72.7% | 38 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 35 | $4K |
| Colonial Trust Co / SC | 0.00% | Add +75.0% | 35 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 35 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 34 | $3K |
| Wolff Wiese Magana LLC | 0.00% | Add +73.7% | 33 | $3K |
| CENTRAL TRUST Co | 0.00% | Add +10.3% | 32 | $3K |
| Larson Financial Group LLC | 0.00% | Add +10.3% | 32 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -14.7% | 29 | $3K |
| Albion Financial Group | 0.00% | Add +141.7% | 29 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -56.1% | 29 | $3K |
| CVA Family Office, LLC | 0.00% | Add +575.0% | 27 | $3K |
| Activest Wealth Management | 0.00% | New | 26 | $3K |
| Root Financial Partners, LLC | 0.00% | Reduce -51.9% | 25 | $2K |
| Mather Group, Llc. | 0.00% | New | 25 | $2K |
| Scarborough Advisors, LLC | 0.00% | New | 22 | $2K |
| Sunrise Financial Services, LLC | 0.00% | No change | 21 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Add +280.0% | 19 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -14.3% | 18 | $2K |
| Raleigh Capital Management Inc. | 0.00% | New | 18 | $2K |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 17 | $2K |
| NewEdge Advisors, LLC | 0.00% | New | 16 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 14 | $1K |
| Essential Partners LLC | 0.00% | Reduce -88.0% | 10 | $994 |
| Bogart Wealth, LLC | 0.00% | New | 10 | $994 |
| Quent Capital, LLC | 0.00% | New | 9 | $895 |
| MidFirst Bank | 0.00% | No change | 9 | $895 |
| Manchester Capital Management LLC | 0.00% | Add +33.3% | 8 | $796 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 8 | $795 |
| Cromwell Holdings LLC | 0.00% | Add +75.0% | 7 | $700 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -14.3% | 6 | $597 |
| Fortitude Family Office, LLC | 0.00% | New | 6 | $596 |
| Marquette Asset Management, LLC | 0.00% | New | 5 | $497 |
| SouthState Bank Corp | 0.00% | New | 5 | $497 |
| Zions Bancorporation, National Association | 0.00% | Reduce -75.0% | 4 | $398 |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 3 | $300 |
| American Capital Advisory, LLC | 0.00% | New | 3 | $299 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -83.3% | 3 | $299 |
| SHP Wealth Management | 0.00% | Add +50.0% | 3 | $298 |
| Principia Wealth Advisory, LLC | 0.00% | New | 2 | $199 |
| GHP Investment Advisors, Inc. | 0.00% | New | 1 | $100 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $100 |
| WPG Advisers, LLC | 0.00% | Reduce -75.0% | 1 | $99 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 1 | $99 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 1 | $99 |
| Rakuten Securities, Inc. | 0.00% | No change | 1 | $99 |
| Curio Wealth, LLC | 0.00% | New | 1 | $99 |
"% 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.