Who owns Hamilton Lane (HLNE)
Which tracked institutional funds hold HLNE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HLNE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
84 tracked funds added or opened HLNE while 135 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HLNE’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes HLNE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HLNE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 344 tracked filers holding HLNE, 213 increased or opened the position and 216 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases. A multi-insider buy cluster also fired inside the quarter.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HLNE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 28
- Jupiter Topco LLC$73M
- MARSHALL WACE, LLP$47M
- Squarepoint Ops LLC$24M
- Jump Financial, LLC$9M
- TORONTO DOMINION BANK$9M
- Kingsview Wealth Management, LLC$4M
Full exits 43
- Champlain Investment Partners, LLC$108M
- T. Rowe Price Investment Management, Inc.$98M
- JANUS HENDERSON GROUP PLC$90M
- Van Berkom & Associates Inc.$83M
- BALYASNY ASSET MANAGEMENT L.P.$65M
- Capital World Investors$64M
Largest adds
- BlackRock, Inc.$101M
- CITADEL ADVISORS LLC$92M
- Qube Research & Technologies Ltd$57M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$42M
- AQR CAPITAL MANAGEMENT LLC$36M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$30M
Largest trims
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$99M
- WASATCH ADVISORS LP$83M
- MILLENNIUM MANAGEMENT LLC$74M
- NEUBERGER BERMAN GROUP LLC$70M
- VANGUARD PORTFOLIO MANAGEMENT LLC$40M
- VANGUARD CAPITAL MANAGEMENT LLC$36M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 4,281,385 | $338M | 10.3% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 3,053,076 | $241M | 7.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 1,796,500 | $142M | 4.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,794,120 | $141M | 4.3% | 2026-Q2 |
| STATE STREET CORP added | 1,355,756 | $108M | 3.3% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 1,215,166 | $96M | 2.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,203,158 | $95M | 2.9% | 2026-Q2 |
| WASATCH ADVISORS LP trimmed | 1,151,560 | $91M | 2.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,048,417 | $83M | 2.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,032,111 | $81M | 2.5% | 2026-Q2 |
| Jupiter Topco LLC new | 932,229 | $73M | 2.2% | 2026-Q2 |
| MORGAN STANLEY added | 857,072 | $68M | 2.1% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 756,217 | $60M | 1.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 675,522 | $53M | 1.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 620,360 | $49M | 1.5% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 613,935 | $48M | 1.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 605,725 | $48M | 1.5% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 598,229 | $47M | 1.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 597,907 | $47M | 1.4% | 2026-Q2 |
| MARSHALL WACE, LLP added | 590,877 | $47M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 586,530 | $46M | 1.4% | 2026-Q2 |
| Invesco Ltd. added | 580,344 | $46M | 1.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 572,991 | $45M | 1.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 511,474 | $39M | 1.2% | 2026-Q2 |
| UBS Group AG trimmed | 494,611 | $39M | 1.2% | 2026-Q2 |
| NORGES BANK added | 491,150 | $39M | 1.2% | 2026-Q2 |
| Copeland Capital Management, LLC trimmed | 486,440 | $38M | 1.2% | 2026-Q2 |
| DF DENT & CO INC added | 476,169 | $38M | 1.1% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 435,039 | $34M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 434,241 | $34M | 1.0% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 406,605 | $32M | 1.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 402,820 | $32M | 1.0% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 401,431 | $32M | 1.0% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 398,930 | $31M | 1.0% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 371,616 | $29M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 362,605 | $29M | 0.9% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 357,541 | $28M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 353,145 | $28M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 325,095 | $26M | 0.8% | 2026-Q2 |
| DEPRINCE RACE & ZOLLO INC trimmed | 323,000 | $25M | 0.8% | 2026-Q2 |
| Man Group plc added | 322,972 | $25M | 0.8% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 310,148 | $24M | 0.7% | 2026-Q2 |
| Squarepoint Ops LLC added | 305,256 | $24M | 0.7% | 2026-Q2 |
| Walleye Capital LLC added | 301,565 | $24M | 0.7% | 2026-Q2 |
| Trexquant Investment LP added | 295,462 | $23M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 284,501 | $22M | 0.7% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 267,996 | $21M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 258,331 | $20M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 248,799 | $19M | 0.6% | 2026-Q2 |
| TimesSquare Capital Management, LLC trimmed | 236,216 | $19M | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 236,132 | $19M | 0.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 223,310 | $18M | 0.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 193,125 | $15M | 0.5% | 2026-Q2 |
| CITIGROUP INC added | 190,204 | $15M | 0.5% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 190,100 | $15M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 189,528 | $15M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 186,797 | $15M | 0.4% | 2026-Q2 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 165,562 | $13M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 152,492 | $12M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 152,115 | $12M | 0.4% | 2026-Q2 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 148,795 | $12M | 0.4% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC trimmed | 146,114 | $12M | 0.4% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 143,623 | $11M | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 126,558 | $10M | 0.3% | 2026-Q2 |
| Jump Financial, LLC added | 119,623 | $9M | 0.3% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 114,717 | $9M | 0.3% | 2026-Q2 |
| XTX Topco Ltd added | 114,382 | $9M | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 111,918 | $9M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 110,764 | $9M | 0.3% | 2026-Q2 |
| TORONTO DOMINION BANK added | 110,130 | $9M | 0.3% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 108,654 | $9M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 106,043 | $8M | 0.3% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO trimmed | 105,098 | $8M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 100,958 | $8M | 0.2% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 99,827 | $8M | 0.2% | 2026-Q2 |
| CRAWFORD INVESTMENT COUNSEL INC added | 90,756 | $7M | 0.2% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 90,070 | $7M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 83,800 | $7M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 80,651 | $6M | 0.2% | 2026-Q2 |
| NATIXIS added | 77,703 | $6M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 77,683 | $6M | 0.2% | 2026-Q2 |
| Jefferies Financial Group Inc. trimmed | 76,476 | $6M | 0.2% | 2026-Q2 |
| Moran Wealth Management, LLC added | 71,786 | $6M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 69,962 | $6M | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 68,864 | $5M | 0.2% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 66,480 | $5M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 61,304 | $5M | 0.1% | 2026-Q2 |
| Holocene Advisors, LP added | 60,283 | $5M | 0.1% | 2026-Q2 |
| California Public Employees Retirement System added | 58,694 | $5M | 0.1% | 2026-Q2 |
| Creative Planning added | 57,711 | $5M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 57,702 | $5M | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 54,917 | $4M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 54,701 | $4M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 54,401 | $4M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 50,867 | $5M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 50,385 | $4M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 48,187 | $4M | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 48,040 | $4M | 0.1% | 2026-Q2 |
| Quantbot Technologies LP added | 46,983 | $4M | 0.1% | 2026-Q2 |
| KORNITZER CAPITAL MANAGEMENT INC /KS added | 45,768 | $4M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.