Hamilton Lane Inc. Class AHLNE
13F holders, Q2 2026 (June 30)382holders −7
69new positions
76sold out
7famous investors
$78.83avg. 13F price*
At the end of Q2 2026, 382 institutions reported holding Hamilton Lane Inc. Class A (HLNE) in their 13F filings, down 7 from Q1 2026. 69 opened new positions and 76 sold out. The largest holders were BlackRock, Inc. ($337.5M), Kayne Anderson Rudnick Investment Management LLC ($240.7M) and Vanguard Portfolio Management LLC ($141.6M). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Steve Cohen (0.0% of Point72 Asset Management'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $139.7M |
| Exits | 76 | $336.7M |
All 13F filers, Q1 2026 → Q2 2026: 11,240,202 shares bought and 7,975,114 shares sold, net +3,265,088 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 382 holders
| BlackRock, Inc. | 0.01% | Add +5.0% | 4,281,385 | $337.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.75% | Reduce -10.6% | 3,053,076 | $240.7M |
| Vanguard Portfolio Management LLC | 0.01% | Reduce -1.6% | 1,796,500 | $141.6M |
| Vanguard Capital Management LLC | 0.00% | Add +0.6% | 1,794,120 | $141.4M |
| State Street Corp. | 0.00% | Add +2.8% | 1,355,756 | $107.7M |
| Los Angeles Capital Management LLC | 0.35% | Add +79.1% | 1,215,166 | $95.8M |
| Citadel Advisors | 0.06% | Add +4719.4% | 1,203,158 | $94.8M |
| Wasatch Advisors LP | 0.59% | Reduce -34.3% | 1,151,560 | $90.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.1% | 1,048,417 | $82.7M |
| Principal Financial Group Inc. | 0.04% | Reduce -6.5% | 1,032,111 | $81.4M |
| Jupiter Topco LLC | 0.03% | — | 932,229 | $73.5M |
| Van Berkom & Associates Inc. | 2.25% | Add +6.2% | 884,888 | $69.8M |
| Morgan Stanley | 0.00% | Add +18.2% | 857,072 | $67.6M |
| Qube Research & Technologies Ltd | 0.07% | Add +3200.5% | 756,217 | $59.6M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Reduce -28.3% | 709,728 | $55.9M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.5% | 675,522 | $53.2M |
| Raymond James Financial Inc. | 0.01% | Add +2.5% | 620,360 | $48.9M |
| Adage Capital Partners Gp, L.L.C. | 0.07% | Add +228.6% | 613,935 | $48.4M |
| Millennium Management | 0.03% | Reduce -50.5% | 605,725 | $47.7M |
| Clearbridge Investments, LLC | 0.04% | Reduce -10.5% | 598,229 | $47.2M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +1152.8% | 597,907 | $47.1M |
| Marshall Wace, LLP | 0.04% | New | 590,877 | $46.6M |
| Bank of America Corp. | 0.00% | Add +59.5% | 586,530 | $46.2M |
| Invesco Ltd. | 0.00% | Add +10.2% | 580,344 | $45.7M |
| Wells Fargo & Company | 0.01% | Reduce -11.3% | 572,991 | $45.2M |
| AQR Capital Management | 0.01% | Add +1776.9% | 511,474 | $39.1M |
| UBS Group AG | 0.01% | Reduce -3.6% | 494,611 | $39.0M |
| Norges Bank | 0.00% | — | 491,150 | $38.7M |
| Copeland Capital Management, LLC | 0.79% | Reduce -3.8% | 486,440 | $38.3M |
| DF Dent & Co. Inc. | 0.71% | Add +203.6% | 476,169 | $37.5M |
| Voloridge Investment Management, LLC | 0.15% | Add +66.2% | 435,039 | $34.3M |
| Northern Trust Corp. | 0.00% | Add +1.1% | 434,241 | $34.2M |
| GW&K Investment Management, LLC | 0.26% | Add +74.5% | 414,998 | $32.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +16.0% | 406,605 | $32.1M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +19.9% | 402,820 | $31.8M |
| Renaissance Technologies | 0.04% | Add +155.0% | 401,431 | $31.6M |
| American Century Companies Inc. | 0.01% | Reduce -10.0% | 398,930 | $31.4M |
| Sei Investments Co. | 0.03% | Reduce -8.6% | 371,616 | $29.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +64.7% | 362,605 | $28.6M |
| Point72 Asset Management | 0.05% | Add +508.6% | 357,541 | $28.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.6% | 353,145 | $27.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.4% | 325,095 | $25.6M |
| Deprince Race & Zollo Inc. | 0.43% | Reduce -0.8% | 323,000 | $25.5M |
| Man Group plc | 0.05% | Add +201.8% | 322,972 | $25.5M |
| Nomura Asset Management International Inc. | 0.04% | Add +55.4% | 310,148 | $24.4M |
| Squarepoint Ops LLC | 0.05% | New | 305,256 | $24.1M |
| Walleye Capital LLC | 0.12% | Add +354.5% | 301,565 | $23.8M |
| Trexquant Investment LP | 0.14% | Add +707.0% | 295,462 | $23.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.5% | 284,501 | $22.4M |
| Fuller & Thaler Asset Management, Inc. | 0.06% | Add +121.5% | 267,996 | $21.1M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +0.9% | 258,331 | $20.4M |
| JPMorgan Chase & Co. | 0.00% | Add +6.7% | 248,799 | $18.8M |
| TimesSquare Capital Management, LLC | 0.27% | Reduce -18.2% | 236,216 | $18.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -45.2% | 236,132 | $18.6M |
| BNP Paribas Financial Markets | 0.01% | Add +3399.1% | 223,310 | $17.6M |
| Franklin Resources Inc. | 0.00% | Add +34.0% | 193,125 | $15.2M |
| Citigroup Inc. | 0.01% | Add +28.8% | 190,204 | $15.0M |
| Caisse de depot et placement du Quebec | 0.02% | Add +139.5% | 190,100 | $15.0M |
| Jane Street Group, LLC | 0.01% | Add +520.9% | 189,528 | $14.9M |
| Two Sigma Investments, LP | 0.01% | Add +196.1% | 186,797 | $14.7M |
| Amundi | 0.00% | Add +639.2% | 178,647 | $14.1M |
| Worldquant Millennium Advisors LLC | 0.04% | Add +1240.0% | 165,562 | $13.1M |
| Deutsche Bank AG | 0.00% | Add +3673.6% | 152,492 | $12.0M |
| Royal Bank of Canada | 0.00% | Add +2.2% | 152,115 | $12.0M |
| Geneva Capital Management LLC | 0.27% | Reduce -45.8% | 148,795 | $11.7M |
| Fred Alger Management, LLC | 0.04% | Reduce -21.9% | 146,114 | $11.6M |
| Silvercrest Asset Management Group LLC | 0.07% | Reduce -8.1% | 143,623 | $11.3M |
| SG Americas Securities, LLC | 0.01% | Add +184.2% | 128,784 | $10.2M |
| HRT Financial LP | 0.02% | New | 128,638 | $10.1M |
| Nuveen, LLC | 0.00% | Reduce -22.9% | 126,558 | $10.0M |
| Jump Financial, LLC | 0.09% | New | 119,623 | $9.4M |
| Tudor Investment Corporation | 0.04% | Add +184.4% | 114,717 | $9.0M |
| XTX Topco Ltd | 0.12% | Add +567.4% | 114,382 | $9.0M |
| LPL Financial LLC | 0.00% | Add +113.9% | 111,918 | $8.8M |
| Toronto Dominion Bank | 0.01% | New | 110,130 | $8.7M |
| HSBC Holdings PLC | 0.00% | Add +436.5% | 110,764 | $8.7M |
| Segall Bryant & Hamill, LLC | 0.10% | Add +1.8% | 108,654 | $8.6M |
| Stifel Financial Corp. | 0.01% | Reduce -6.3% | 106,043 | $8.4M |
| Congress Asset Management Co. | 0.05% | Reduce -17.1% | 105,098 | $8.3M |
| Rhumbline Advisers | 0.01% | Reduce -6.3% | 100,958 | $8.0M |
| Van Eck Associates Corp. | 0.00% | Reduce -8.2% | 99,827 | $7.9M |
| Crawford Investment Counsel Inc. | 0.12% | Add +37.3% | 90,756 | $7.2M |
| Susquehanna Fundamental Investments, LLC | 0.13% | Reduce -32.8% | 90,070 | $7.1M |
| Swiss National Bank | 0.00% | Add +1.4% | 83,800 | $6.6M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -14.1% | 80,651 | $6.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +7.6% | 80,079 | $6.3M |
| Natixis | 0.03% | Add +736.6% | 77,703 | $6.1M |
| Legal & General Group Plc | 0.00% | Add +3.0% | 77,683 | $6.1M |
| Jefferies Financial Group Inc. | 0.06% | Reduce -59.7% | 76,476 | $6.0M |
| Moran Wealth Management, LLC | 0.15% | Add +55.5% | 71,786 | $5.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -12.2% | 69,962 | $5.5M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +35.7% | 68,864 | $5.4M |
| Y-Intercept (Hong Kong) Ltd | 0.10% | Add +418.5% | 66,480 | $5.2M |
| Alliancebernstein L.P. | 0.00% | Add +4.2% | 50,867 | $5.1M |
| First Trust Advisors LP | 0.00% | Add +459.8% | 61,304 | $4.8M |
| Holocene Advisors, LP | 0.01% | Add +31.9% | 60,283 | $4.8M |
| California Public Employees Retirement System | 0.00% | Add +1.1% | 58,694 | $4.6M |
| Creative Planning | 0.00% | Add +176.3% | 57,711 | $4.5M |
| Capital Fund Management S.A. | 0.03% | Add +122.2% | 57,702 | $4.5M |
| Sit Investment Associates Inc. | 0.08% | Add +84.0% | 56,750 | $4.5M |
| Brevan Howard Capital Management LP | 0.06% | Add +244.1% | 54,917 | $4.3M |
| New York State Common Retirement Fund | 0.01% | Add +10.8% | 54,701 | $4.3M |
| Natixis Advisors, LLC | 0.00% | Add +191.5% | 54,405 | $4.3M |
| Bullseye Asset Management LLC | 2.18% | Add +10.7% | 54,283 | $4.3M |
| Jones Financial Companies LLLP | 0.00% | Add +244.8% | 54,401 | $4.2M |
| Kingsview Wealth Management, LLC | 0.05% | New | 50,385 | $4.0M |
| California State Teachers Retirement System | 0.00% | Reduce -1.7% | 48,187 | $3.8M |
| Intech Investment Management LLC | 0.03% | Add +361.6% | 48,040 | $3.8M |
| Quantbot Technologies LP | 0.15% | Add +441.0% | 46,983 | $3.7M |
| Kornitzer Capital Management Inc. | 0.08% | Add +80.5% | 45,768 | $3.6M |
| Axq Capital, LP | 0.39% | New | 45,351 | $3.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +38.9% | 44,160 | $3.5M |
| Retirement Systems of Alabama | 0.01% | Reduce -15.6% | 42,266 | $3.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.7% | 41,744 | $3.3M |
| Polar Asset Management Partners Inc. | 0.07% | New | 37,200 | $2.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +2.5% | 37,182 | $2.9M |
| Dark Forest Capital Management LP | 0.17% | New | 33,036 | $2.6M |
| Oppenheimer & Co. Inc. | 0.03% | Add +49.8% | 32,761 | $2.6M |
| Cerity Partners LLC | 0.00% | Add +6.6% | 32,358 | $2.6M |
| Truist Financial Corp. | 0.00% | Reduce -9.3% | 31,011 | $2.4M |
| Elo Mutual Pension Insurance Co | 0.03% | New | 30,975 | $2.4M |
| State of Wisconsin Investment Board | 0.00% | Reduce -42.4% | 30,750 | $2.4M |
| Fifth Third Bancorp | 0.00% | Add +55.9% | 28,969 | $2.3M |
| Barclays PLC | 0.00% | Add +23.2% | 28,928 | $2.3M |
| Bridges Investment Management Inc. | 0.03% | Add +62.3% | 28,793 | $2.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -25.8% | 27,637 | $2.2M |
| Aquatic Capital Management LLC | 0.07% | New | 26,747 | $2.1M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -56.4% | 25,600 | $2.0M |
| Quantinno Capital Management LP | 0.00% | Reduce -55.2% | 25,360 | $2.0M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -25.1% | 25,138 | $2.0M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -17.3% | 24,639 | $1.9M |
| Caxton Associates LLP | 0.04% | New | 24,560 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -10.2% | 23,880 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -3.5% | 22,564 | $1.8M |
| Gsa Capital Partners LLP | 0.11% | Add +609.7% | 22,229 | $1.8M |
| NewEdge Wealth, LLC | 0.02% | Reduce -15.5% | 21,836 | $1.7M |
| WINTON GROUP Ltd | 0.05% | Add +47.8% | 21,361 | $1.7M |
| Freestone Grove Partners LP | 0.01% | Add +319.8% | 20,654 | $1.6M |
| ExodusPoint Capital Management, LP | 0.01% | New | 20,126 | $1.6M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -31.8% | 19,889 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Reduce -7.7% | 19,649 | $1.5M |
| Algert Global LLC | 0.02% | Reduce -12.8% | 18,920 | $1.5M |
| Amalgamated Bank | 0.01% | Reduce -3.6% | 18,453 | $1.5M |
| &partners | 0.01% | Reduce -9.4% | 18,391 | $1.5M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -1.8% | 18,219 | $1.4M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +4.2% | 18,161 | $1.4M |
| Jain Global LLC | 0.02% | New | 18,082 | $1.4M |
| Treasurer of the State of North Carolina | 0.00% | Reduce -3.2% | 16,760 | $1.3M |
| State of New Jersey Common Pension Fund D | 0.00% | Reduce -17.3% | 16,460 | $1.3M |
| Alps Advisors Inc. | 0.01% | Add +28.3% | 16,225 | $1.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | New | 16,100 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +468.2% | 15,615 | $1.2M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -7.0% | 15,488 | $1.2M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -65.7% | 15,335 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -1.8% | 15,206 | $1.2M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -3.2% | 15,154 | $1.2M |
| Corient Private Wealth LP | 0.00% | Reduce -48.9% | 15,021 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | Reduce -7.5% | 14,800 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -68.6% | 14,295 | $1.1M |
| Oak Thistle LLC | 0.11% | New | 14,194 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +497.8% | 13,707 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -22.5% | 13,892 | $1.1M |
| Engineers Gate Manager LP | 0.01% | New | 13,640 | $1.1M |
| Mawer Investment Management Ltd. | 0.01% | New | 13,400 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Add +30.2% | 12,945 | $1.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +19.8% | 12,765 | $1.0M |
| Numerai GP LLC | 0.08% | New | 12,755 | $1.0M |
| M&T Bank Corp | 0.00% | Reduce -4.0% | 12,725 | $1.0M |
| Mariner, LLC | 0.00% | New | 12,614 | $993K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 12,530 | $988K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -48.9% | 12,480 | $984K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +205.6% | 12,418 | $979K |
| Allstate Corp. | 0.01% | New | 12,084 | $953K |
| Louisiana State Employees Retirement System | 0.01% | Add +1.7% | 12,000 | $946K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +32.7% | 11,756 | $927K |
| Van Hulzen Asset Management, LLC | 0.07% | Reduce -23.8% | 11,584 | $913K |
| Arizona State Retirement System | 0.00% | Add +0.4% | 11,518 | $908K |
| Magnetar Financial LLC | 0.01% | Add +210.8% | 11,427 | $901K |
| Yousif Capital Management, LLC | 0.01% | Reduce -5.8% | 11,220 | $884K |
| Sierra Capital LLC | 0.08% | No change | 11,017 | $868K |
| Entropy Technologies, LP | 0.03% | New | 10,860 | $856K |
| Bank of Montreal | 0.00% | Add +214.2% | 10,656 | $840K |
| New York State Teachers Retirement System | 0.00% | Add +99.0% | 10,483 | $826K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 10,195 | $804K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -4.4% | 9,783 | $771K |
| KLP Kapitalforvaltning As | 0.00% | No change | 9,700 | $770K |
| Sterling Capital Management LLC | 0.01% | Add +5.8% | 9,610 | $758K |
| State of Michigan Retirement System | 0.00% | Reduce -2.0% | 9,600 | $757K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.4% | 9,192 | $725K |
| Fox Run Management, L.L.C. | 0.12% | Add +86.3% | 8,943 | $705K |
| AlphaGrep UK Ltd | 0.21% | Add +298.3% | 8,710 | $687K |
| Massachusetts Financial Services Co. | 0.00% | Reduce -94.7% | 8,407 | $663K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 8,400 | $662K |
| New Mexico Educational Retirement Board | 0.02% | No change | 8,200 | $646K |
| TD Private Client Wealth LLC | 0.01% | Reduce -10.3% | 7,966 | $628K |
| Neuberger Berman Group LLC | 0.00% | Reduce -98.9% | 7,881 | $621K |
| Farther Finance Advisors, LLC | 0.00% | Add +426.5% | 7,798 | $614K |
| Searle & Co. | 0.14% | New | 7,700 | $607K |
| Ameritas Investment Partners, Inc. | 0.02% | No change | 7,494 | $591K |
| Erste Asset Management GmbH | 0.00% | New | 7,443 | $587K |
| Atria Investments, Inc | 0.01% | Reduce -56.9% | 7,373 | $581K |
| Captrust Financial Advisors | 0.00% | New | 7,312 | $576K |
| Bridgefront Capital, LLC | 0.15% | New | 7,277 | $574K |
| Morningstar Investment Management LLC | 0.04% | No change | 5,726 | $569K |
| Blueshift Asset Management, LLC | 0.12% | New | 6,599 | $520K |
| Pictet Asset Management Holding SA | 0.00% | No change | 6,557 | $517K |
| MML Investors Services, LLC | 0.00% | Add +20.1% | 6,508 | $513K |
| Harbor Capital Advisors, Inc. | 0.03% | Reduce -0.5% | 6,370 | $502K |
| Aster Capital Management (DIFC) Ltd | 0.10% | New | 6,092 | $480K |
| Summit Trail Advisors, LLC | 0.01% | Add +66.5% | 6,055 | $477K |
| US Bancorp \de | 0.00% | Add +463.5% | 5,967 | $470K |
| Baron Capital (BAMCO) | 0.00% | Add +47.1% | 5,884 | $464K |
| Osaic Holdings, Inc. | 0.00% | Add +10.5% | 5,653 | $446K |
| Baird Financial Group, Inc. | 0.00% | New | 5,506 | $434K |
| Aviva PLC | 0.00% | Add +33.4% | 5,460 | $430K |
| Tidal Investments LLC | 0.00% | Reduce -45.5% | 5,387 | $425K |
| FMR LLC | 0.00% | Add +9.8% | 5,337 | $421K |
| Verdence Capital Advisors LLC | 0.02% | New | 5,103 | $402K |
| Keebeck Wealth Management | 0.04% | Reduce -50.2% | 4,994 | $397K |
| Xponance LLC | 0.00% | Reduce -36.0% | 4,825 | $380K |
| Evergreen Capital Management LLC | 0.01% | New | 4,776 | $379K |
| New Age Alpha Advisors, LLC | 0.02% | Reduce -2.3% | 4,748 | $374K |
| Quadrature Capital Ltd | 0.00% | New | 4,625 | $365K |
| Pacer Advisors, Inc. | 0.00% | Reduce -23.2% | 4,602 | $363K |
| Lecap Asset Management Ltd. | 0.15% | Reduce -68.2% | 4,523 | $357K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +50.7% | 4,510 | $356K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,421 | $349K |
| Centiva Capital, LP | 0.01% | New | 4,414 | $348K |
| Inceptionr LLC | 0.09% | Add +30.5% | 4,405 | $347K |
| Acadian Asset Management LLC | 0.00% | New | 4,274 | $336K |
| Merit Financial Group, LLC | 0.00% | New | 4,126 | $325K |
| Presilium Private Wealth, LLC | 0.05% | No change | 4,058 | $320K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -6.3% | 4,008 | $318K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -1.6% | 4,004 | $315K |
| EntryPoint Capital, LLC | 0.07% | New | 3,819 | $301K |
| Dynamic Technology Lab Private Ltd | 0.07% | Add +15.8% | 3,810 | $300K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +182.3% | 3,758 | $296K |
| Park Avenue Securities LLC | 0.00% | Reduce -0.4% | 3,674 | $290K |
| Mirabella Financial Services LLP | 0.03% | Reduce -43.2% | 3,674 | $290K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 3,654 | $288K |
| National Bank of Canada | 0.00% | Reduce -73.5% | 3,653 | $288K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.05% | Add +9.5% | 3,450 | $287K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 3,637 | $287K |
| Oxford Asset Management LLP | 0.14% | New | 3,607 | $284K |
| Bessemer Group Inc. | 0.00% | Reduce -97.0% | 3,594 | $283K |
| Curi Capital, LLC | 0.00% | New | 3,569 | $283K |
| Graham Capital Management, L.P. | 0.01% | New | 3,469 | $273K |
| Allegheny Financial Group | 0.03% | New | 3,448 | $272K |
| Coldstream Capital Management Inc. | 0.00% | Add +21.0% | 3,419 | $270K |
| Brighton Jones LLC | 0.01% | New | 3,414 | $269K |
| Snowden Capital Advisors LLC | 0.01% | Add +10.2% | 3,305 | $262K |
| Securian Asset Management, Inc. | 0.01% | No change | 3,030 | $260K |
| Fulcrum Asset Management LLP | 0.03% | New | 3,421 | $257K |
| Blair William & Co. | 0.00% | Reduce -43.4% | 3,253 | $256K |
| Inspire Investing, LLC | 0.01% | New | 3,243 | $256K |
| SummitTX Capital, L.P. | 0.01% | New | 3,162 | $249K |
| Federated Hermes, Inc. | 0.00% | Reduce -99.1% | 3,157 | $249K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -8.9% | 3,110 | $245K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +39.3% | 3,104 | $245K |
| DAVENPORT & Co LLC | 0.00% | Add +1.6% | 3,083 | $243K |
| Caitlin John, LLC | 0.13% | Add +38.6% | 3,080 | $243K |
| Voya Investment Management LLC | 0.00% | Reduce -16.6% | 3,005 | $237K |
| Apollon Wealth Management, LLC | 0.00% | New | 2,750 | $217K |
| Callan Family Office, LLC | 0.00% | New | 2,737 | $216K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +5.6% | 2,737 | $216K |
| Chicago Partners Investment Group LLC | 0.00% | New | 2,651 | $215K |
| Rockefeller Capital Management L.P. | 0.00% | Add +35.9% | 2,649 | $209K |
| Swiss Life Asset Management Ltd | 0.00% | Add +8.8% | 2,597 | $205K |
| Tokio Marine Asset Management Co. Ltd. | 0.01% | Add +9.0% | 2,420 | $191K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 2,399 | $189K |
| Arax Advisory Partners | 0.00% | Add +404.4% | 2,391 | $189K |
| Blue Trust, Inc. | 0.00% | Add +142.2% | 1,819 | $143K |
| Hantz Financial Services, Inc. | 0.00% | Add +31.8% | 1,738 | $137K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -64.0% | 1,648 | $130K |
| KBC Group NV | 0.00% | No change | 1,596 | $126K |
| Hamilton Capital Partners Inc. | 0.00% | Reduce -54.9% | 1,576 | $124K |
| Assetmark, Inc. | 0.00% | Add +35.5% | 1,551 | $122K |
| International Assets Investment Management, LLC | 0.01% | Add +0.9% | 1,517 | $119K |
| Liontrust Investment Partners LLP | 0.00% | Reduce -39.6% | 1,512 | $119K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -3.0% | 1,368 | $108K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -30.0% | 1,330 | $105K |
| Allworth Financial LP | 0.00% | Add +592.9% | 1,171 | $92K |
| Quantum Portfolio Management LLC | 0.03% | New | 1,080 | $85K |
| Vestcor Inc | 0.00% | No change | 1,043 | $82K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +39.9% | 1,010 | $80K |
| Leonteq Securities AG | 0.00% | No change | 1,004 | $79K |
| Signaturefd, LLC | 0.00% | Add +54.8% | 991 | $78K |
| Nisa Investment Advisors, LLC | 0.00% | Add +73.5% | 982 | $78K |
| Essential Partners LLC | 0.04% | Add +9660.0% | 976 | $77K |
| JTC Employer Solutions Trustee Ltd | 0.01% | New | 955 | $75K |
| Parallel Advisors, LLC | 0.00% | Add +452.7% | 934 | $74K |
| Rothschild Investment LLC | 0.00% | Add +3027.6% | 907 | $71K |
| STRS Ohio | 0.00% | Reduce -14.3% | 830 | $65K |
| Harbor Investment Advisory, LLC | 0.00% | New | 730 | $58K |
| Mb, Levis & Associates, LLC | 0.02% | No change | 722 | $57K |
| Tema ETFs LLC | 0.00% | Reduce -25.7% | 713 | $56K |
| Huntington National Bank | 0.00% | Add +27.7% | 682 | $54K |
| Global Retirement Partners, LLC | 0.00% | — | 662 | $52K |
| HM Payson & Co. | 0.00% | Add +39.7% | 528 | $42K |
| Quarry LP | 0.01% | New | 521 | $41K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -8.4% | 438 | $35K |
| GAMMA Investing LLC | 0.00% | Reduce -28.9% | 438 | $35K |
| IFP Advisors, Inc | 0.00% | Add +332.0% | 419 | $33K |
| Larson Financial Group LLC | 0.00% | Add +765.6% | 277 | $22K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +1721.4% | 255 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -70.2% | 232 | $18K |
| SBI Securities Co., Ltd. | 0.00% | Add +1115.8% | 231 | $18K |
| Cornerstone Planning Group LLC | 0.00% | Add +10.1% | 219 | $18K |
| Smartleaf Asset Management LLC | 0.00% | No change | 218 | $16K |
| Wellington-Altus USA Inc. | 0.01% | No change | 160 | $16K |
| SJS Investment Consulting Inc. | 0.00% | Add +6366.7% | 194 | $15K |
| Covestor Ltd | 0.01% | Reduce -44.4% | 185 | $15K |
| Private Trust Co. NA | 0.00% | Reduce -10.9% | 188 | $15K |
| UMB Bank, n.a. | 0.00% | Reduce -30.4% | 172 | $14K |
| Centerpoint Advisors, LLC | 0.00% | Reduce -0.6% | 162 | $13K |
| Elevation Wealth Partners, LLC | 0.00% | Add +215.7% | 161 | $13K |
| Clearstead Advisors, LLC | 0.00% | Add +100.0% | 158 | $12K |
| Penserra Capital Management LLC | 0.00% | Add +60.8% | 164 | $12K |
| Philadelphia Investment Partners, LLC | 0.01% | No change | 150 | $12K |
| Continuum Advisory, LLC | 0.00% | New | 133 | $10K |
| Parkside Financial Bank & Trust | 0.00% | Add +355.2% | 132 | $10K |
| Entrust Financial LLC | 0.01% | No change | 124 | $10K |
| Whittier Trust Co. | 0.00% | Add +11.4% | 117 | $10K |
| Millstone Evans Group, LLC | 0.01% | No change | 122 | $10K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -95.2% | 122 | $10K |
| CoreCap Advisors, LLC | 0.00% | Add +18.8% | 120 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -10.1% | 116 | $9K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +16.8% | 111 | $9K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -28.9% | 111 | $9K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 110 | $9K |
| First Horizon Corp. | 0.00% | Reduce -59.5% | 108 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -72.9% | 100 | $8K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 67 | $7K |
| NewEdge Advisors, LLC | 0.00% | Add +293.8% | 63 | $5K |
| Activest Wealth Management | 0.00% | Add +138.5% | 62 | $5K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 59 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +5.4% | 59 | $5K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 58 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 51 | $4K |
| Ameriflex Group, Inc. | 0.00% | New | 48 | $4K |
| Bayban | 0.00% | No change | 46 | $4K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -2.6% | 37 | $3K |
| Colonial Trust Co / SC | 0.00% | Add +2.9% | 36 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 35 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 33 | $3K |
| Webster Bank, N. A. | 0.00% | New | 31 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | New | 27 | $2K |
| True Wealth Design, LLC | 0.00% | New | 26 | $2K |
| Mather Group, Llc. | 0.00% | No change | 25 | $2K |
| CENTRAL TRUST Co | 0.00% | Reduce -25.0% | 24 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -40.0% | 21 | $2K |
| Sunrise Financial Services, LLC | 0.00% | No change | 21 | $2K |
| JPL Wealth Management, LLC | 0.00% | Reduce -41.2% | 20 | $2K |
| Highline Wealth Partners LLC | 0.00% | New | 20 | $2K |
| WPG Advisers, LLC | 0.00% | Add +1300.0% | 14 | $1K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 13 | $1K |
| CX Institutional | 0.00% | Reduce -89.1% | 13 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -33.3% | 12 | $949 |
| Albion Financial Group | 0.00% | Reduce -58.6% | 12 | $946 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +37.5% | 11 | $867 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 11 | $867 |
| SHP Wealth Management | 0.00% | Add +233.3% | 10 | $788 |
| Quent Capital, LLC | 0.00% | Add +11.1% | 10 | $788 |
| MidFirst Bank | 0.00% | No change | 9 | $709 |
| Manchester Capital Management LLC | 0.00% | No change | 8 | $631 |
| Rakuten Securities, Inc. | 0.00% | Add +700.0% | 8 | $631 |
| Zions Bancorporation, National Association | 0.00% | Add +100.0% | 8 | $631 |
| Signature Equity Partners, LLC | 0.00% | New | 6 | $473 |
| Hughes Financial Services, LLC | 0.00% | New | 6 | $473 |
| Bogart Wealth, LLC | 0.00% | Reduce -40.0% | 6 | $473 |
| Fiduciary Financial Advisors | 0.00% | New | 6 | $473 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -16.7% | 5 | $395 |
| HFM Investment Advisors, LLC | 0.00% | New | 4 | $316 |
| Creative Capital Management Investments LLC | 0.00% | New | 4 | $315 |
| Cromwell Holdings LLC | 0.00% | Reduce -57.1% | 3 | $238 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 2 | $158 |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -98.4% | 1 | $84 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1 | $79 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $79 |
| LRI Investments, LLC | 0.00% | Reduce -97.8% | 1 | $79 |
| Planning Strategies Inc. | 0.00% | — | 1 | $79 |
| Avion Wealth | 0.00% | New | 6 | $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.