DaveManuel.com · Institutional Ownership · Who Owns It
HAMILTON LANE INC (HLNE)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
386
Reporting holders
$3.7B
Reported value
0.1%
Calls
0.4%
Puts
-6
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $337.5M | 4,281,385 | 0.01% | 8q | +5.0%+$16.2M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $240.7M | 3,053,076 | 0.75% | 6q | -10.6%-$28.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $141.6M | 1,796,500 | 0.01% | 2q | -1.6%-$2.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $141.4M | 1,794,120 | 0.00% | 2q | +0.6%+$777.8K |
| STATE STREET CORP | $107.7M | 1,355,756 | 0.00% | 31q | +2.8%+$2.9M |
| CITADEL ADVISORS LLC | $96.5M incl. $1.7M options CALL+PUT | 1,203,158 | 0.01% | 24q | +4719.4%+$94.5M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $95.8M | 1,215,166 | 0.35% | 4q | +79.1%+$42.3M |
| WASATCH ADVISORS LP | $90.8M | 1,151,560 | 0.59% | 31q | -34.3%-$47.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $82.7M | 1,048,417 | 0.00% | 31q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $81.4M | 1,032,111 | 0.04% | 31q | -6.5%-$5.7M |
| Jupiter Topco LLC | $73.5M | 932,229 | 0.03% | new | FIRST |
| Van Berkom & Associates Inc. | $69.8M | 884,888 | 2.25% | 18q | -46.9%-$61.6M |
| MORGAN STANLEY | $67.6M | 857,072 | 0.00% | 35q | +18.2%+$10.4M |
| Qube Research & Technologies Ltd | $59.6M | 756,217 | 0.06% | 2q | +3200.5%+$57.8M |
| T. Rowe Price Investment Management, Inc. | $55.9M | 709,728 | 0.04% | 10q | -28.3%-$22.1M |
| DIMENSIONAL FUND ADVISORS LP | $53.2M | 675,522 | 0.01% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $48.9M | 620,360 | 0.01% | 7q | +2.4%+$1.2M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $48.4M | 613,935 | 0.07% | 3q | +228.6%+$33.7M |
| MILLENNIUM MANAGEMENT LLC | $47.7M | 605,725 | 0.02% | 5q | -50.5%-$48.7M |
| Clearbridge Investments, LLC | $47.2M | 598,229 | 0.04% | 23q | -10.5%-$5.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $47.1M | 597,907 | 0.02% | 2q | +1152.8%+$43.4M |
| MARSHALL WACE, LLP | $46.6M | 590,877 | 0.04% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $46.2M | 586,530 | 0.00% | 31q | +59.5%+$17.2M |
| Invesco Ltd. | $45.7M | 580,344 | 0.00% | 31q | +10.2%+$4.2M |
| WELLS FARGO & COMPANY/MN | $45.2M | 572,991 | 0.01% | 31q | -11.3%-$5.8M |
| AQR CAPITAL MANAGEMENT LLC | $39.1M | 511,474 | 0.01% | 13q | +1776.9%+$37.0M |
| UBS Group AG | $39.0M | 494,611 | 0.00% | 31q | -3.6%-$1.5M |
| NORGES BANK | $38.7M | 491,150 | 0.00% | 22q | -3.9%-$1.6M |
| Copeland Capital Management, LLC | $38.3M | 486,440 | 0.79% | 22q | -3.8%-$1.5M |
| DF DENT & CO INC | $37.5M | 476,169 | 0.71% | 31q | +203.6%+$25.2M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $34.3M | 435,039 | 0.15% | 7q | +66.1%+$13.7M |
| NORTHERN TRUST CORP | $34.2M | 434,241 | 0.00% | 31q | +1.1%+$373.7K |
| GW&K Investment Management, LLC | $32.7M | 414,998 | 0.26% | 3q | +74.5%+$14.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $32.1M | 406,605 | 0.03% | 26q | +16.0%+$4.4M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $31.8M | 402,820 | 0.02% | 31q | +19.9%+$5.3M |
| RENAISSANCE TECHNOLOGIES LLC | $31.6M | 401,431 | 0.04% | 10q | +155.0%+$19.2M |
| AMERICAN CENTURY COMPANIES INC | $31.4M | 398,930 | 0.01% | 31q | -10.0%-$3.5M |
| SEI INVESTMENTS CO | $29.3M | 371,616 | 0.03% | 31q | -8.6%-$2.7M |
| GOLDMAN SACHS GROUP INC | $28.6M | 362,605 | 0.00% | 31q | +64.7%+$11.2M |
| Point72 Asset Management, L.P. | $28.2M | 357,541 | 0.03% | 5q | +508.6%+$23.6M |
| ENVESTNET ASSET MANAGEMENT INC | $27.8M | 353,145 | 0.01% | 28q | -3.7%-$1.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $25.6M | 325,095 | 0.00% | 31q | +1.4%+$354.3K |
| DEPRINCE RACE & ZOLLO INC | $25.5M | 323,000 | 0.43% | 3q | -0.8%-$194.3K |
| Man Group plc | $25.5M | 322,972 | 0.04% | 24q | +201.8%+$17.0M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $24.4M | 310,148 | 0.04% | 3q | +55.4%+$8.7M |
| Squarepoint Ops LLC | $24.1M | 305,256 | 0.03% | new | NEW |
| Walleye Capital LLC | $23.8M | 301,565 | 0.08% | 2q | +354.5%+$18.5M |
| Trexquant Investment LP | $23.3M | 295,462 | 0.14% | 4q | +707.0%+$20.4M |
| Bank of New York Mellon Corp | $22.4M | 284,501 | 0.00% | 31q | -7.5%-$1.8M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $21.1M | 267,996 | 0.06% | 16q | +121.5%+$11.6M |
| VANGUARD FIDUCIARY TRUST CO | $20.4M | 258,331 | 0.00% | 2q | +0.9%+$177.1K |
| JPMORGAN CHASE & CO | $18.8M | 248,799 | 0.00% | 31q | +6.7%+$1.2M |
| TimesSquare Capital Management, LLC | $18.6M | 236,216 | 0.27% | 31q | -18.2%-$4.1M |
| AMERIPRISE FINANCIAL INC | $18.6M | 236,132 | 0.00% | 31q | -45.2%-$15.4M |
| BNP PARIBAS FINANCIAL MARKETS | $17.6M | 223,310 | 0.01% | 31q | +3399.1%+$17.1M |
| JANE STREET GROUP, LLC | $16.4M incl. $1.4M options CALL+PUT | 189,528 | 0.00% | 5q | +520.9%+$13.7M |
| FRANKLIN RESOURCES INC | $15.2M | 193,125 | 0.00% | 2q | +34.0%+$3.9M |
| CITIGROUP INC | $15.0M | 190,204 | 0.00% | 31q | +28.8%+$3.4M |
| Caisse de depot et placement du Quebec | $15.0M | 190,100 | 0.02% | 2q | +139.5%+$8.7M |
| TWO SIGMA INVESTMENTS, LP | $14.7M | 186,797 | 0.01% | 5q | +196.1%+$9.8M |
| Amundi | $14.1M | 178,647 | 0.00% | 6q | +639.2%+$12.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $13.1M incl. $12.0M options CALL+PUT | 14,295 | 0.00% | 24q | -68.6%-$28.6M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $13.1M | 165,562 | 0.04% | 3q | +1240.0%+$12.1M |
| DEUTSCHE BANK AG\ | $12.0M | 152,492 | 0.00% | 34q | +3673.6%+$11.7M |
| ROYAL BANK OF CANADA | $12.0M | 152,115 | 0.00% | 31q | +2.2%+$253.0K |
| GENEVA CAPITAL MANAGEMENT LLC | $11.7M | 148,795 | 0.27% | 10q | -45.8%-$9.9M |
| FRED ALGER MANAGEMENT, LLC | $11.6M | 146,114 | 0.04% | 30q | -21.9%-$3.3M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $11.3M | 143,623 | 0.07% | 24q | -8.1%-$1,000.0K |
| SG Americas Securities, LLC | $10.2M | 128,784 | 0.01% | 10q | +184.2%+$6.6M |
| HRT FINANCIAL LP | $10.1M | 128,638 | 0.02% | new | NEW |
| Nuveen, LLC | $10.0M | 126,558 | 0.00% | 6q | -22.9%-$3.0M |
| Jump Financial, LLC | $9.4M | 119,623 | 0.08% | new | NEW |
| TUDOR INVESTMENT CORP ET AL | $9.0M | 114,717 | 0.01% | 5q | +184.4%+$5.9M |
| XTX Topco Ltd | $9.0M | 114,382 | 0.12% | 9q | +567.4%+$7.7M |
| LPL Financial LLC | $8.8M | 111,918 | 0.00% | 21q | +113.9%+$4.7M |
| TORONTO DOMINION BANK | $8.7M | 110,130 | 0.01% | new | NEW |
| HSBC HOLDINGS PLC | $8.7M | 110,764 | 0.00% | 4q | +436.5%+$7.0M |
| SEGALL BRYANT & HAMILL, LLC | $8.6M | 108,654 | 0.10% | 26q | +1.8%+$151.1K |
| STIFEL FINANCIAL CORP | $8.4M | 106,043 | 0.01% | 22q | -6.3%-$560.5K |
| CONGRESS ASSET MANAGEMENT CO | $8.3M | 105,098 | 0.05% | 9q | -17.1%-$1.7M |
| RHUMBLINE ADVISERS | $8.0M | 100,958 | 0.01% | 31q | -6.3%-$532.3K |
| VAN ECK ASSOCIATES CORP | $7.9M | 99,827 | 0.00% | 9q | -8.2%-$707.0K |
| CRAWFORD INVESTMENT COUNSEL INC | $7.2M | 90,756 | 0.12% | 14q | +37.3%+$1.9M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $7.1M | 90,070 | 0.13% | 3q | -32.8%-$3.5M |
| Swiss National Bank | $6.6M | 83,800 | 0.00% | 29q | +1.5%+$94.6K |
| Russell Investments Group, Ltd. | $6.4M | 80,651 | 0.01% | 22q | -14.1%-$1.0M |
| CANADA LIFE ASSURANCE Co | $6.3M | 80,079 | 0.01% | 31q | +7.6%+$447.0K |
| NATIXIS | $6.1M | 77,703 | 0.02% | 2q | +736.6%+$5.4M |
| Legal & General Group Plc | $6.1M | 77,683 | 0.00% | 31q | +3.0%+$178.0K |
| Jefferies Financial Group Inc. | $6.0M | 76,476 | 0.04% | 6q | -59.7%-$8.9M |
| Moran Wealth Management, LLC | $5.7M | 71,786 | 0.15% | 3q | +55.5%+$2.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.5M | 69,962 | 0.00% | 28q | -12.2%-$767.5K |
| Schonfeld Strategic Advisors LLC | $5.4M | 68,864 | 0.02% | 5q | +35.7%+$1.4M |
| Y-Intercept (Hong Kong) Ltd | $5.2M | 66,480 | 0.10% | 2q | +418.5%+$4.2M |
| ALLIANCEBERNSTEIN L.P. | $5.1M | 50,867 | 0.00% | 31q | +4.2%+$204.7K |
| FIRST TRUST ADVISORS LP | $4.8M | 61,304 | 0.00% | 31q | +459.8%+$4.0M |
| Holocene Advisors, LP | $4.8M | 60,283 | 0.01% | 4q | +31.9%+$1.1M |
| California Public Employees Retirement System | $4.6M | 58,694 | 0.00% | 8q | +1.1%+$52.4K |
| Creative Planning | $4.5M | 57,711 | 0.00% | 26q | +176.3%+$2.9M |
| CAPITAL FUND MANAGEMENT S.A. | $4.5M | 57,702 | 0.02% | 4q | +122.2%+$2.5M |
Showing the largest 100 of 386 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-15 | 2026-10-12 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-11 | BERKMAN DAVID J | Director | Bought | 15,000 | $1.1M |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-26 | Rogers Hartley R. | Executive Co-Chairman | Bought | 110,000 | $9.9M ×4 |
| 2026-06-11 | Rogers Hartley R. | Executive Co-Chairman | Bought | 38,290 | $3.0M ×2 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 100 | $307.0M | 3,534,471 | 23 | 32 | 23 | 0.0% |
| Q2 2026 | 386 | $3.7B | 46,303,956 | 71 | 155 | 119 | 0.4% |
| Q1 2026 | 392 | $4.3B | 43,371,781 | 68 | 144 | 126 | 0.1% |
| Q4 2025 | 392 | $5.7B | 42,178,572 | 74 | 140 | 124 | 0.0% |
| Q3 2025 | 383 | $5.7B | 42,355,619 | 52 | 129 | 149 | 0.0% |
| Q2 2025 | 395 | $6.0B | 41,919,377 | 86 | 123 | 134 | 0.1% |
| Q1 2025 | 358 | $6.6B | 44,291,877 | 52 | 152 | 97 | 0.1% |
| Q4 2024 | 360 | $6.0B | 40,364,756 | 62 | 125 | 113 | 0.1% |
| Q3 2024 | 326 | $6.7B | 39,676,607 | 70 | 114 | 94 | 0.2% |
| Q2 2024 | 298 | $4.7B | 37,895,390 | 55 | 113 | 78 | 0.1% |
| Q1 2024 | 267 | $4.5B | 40,113,196 | 55 | 84 | 92 | 0.1% |
| Q4 2023 | 240 | $4.4B | 37,895,010 | 36 | 69 | 89 | 0.2% |
| Q3 2023 | 218 | $3.2B | 35,543,987 | 31 | 82 | 64 | 0.1% |
| Q2 2023 | 202 | $2.9B | 36,653,362 | 19 | 88 | 59 | 0.1% |
| Q1 2023 | 210 | $2.7B | 36,105,734 | 17 | 86 | 64 | 0.0% |
| Q4 2022 | 217 | $2.3B | 35,537,985 | 35 | 68 | 79 | 0.0% |
| Q3 2022 | 192 | $2.7B | 45,395,053 | 26 | 69 | 64 | 0.0% |
| Q2 2022 | 184 | $3.2B | 47,822,684 | 20 | 77 | 53 | 0.0% |
| Q1 2022 | 198 | $3.7B | 47,424,683 | 24 | 86 | 58 | 0.0% |
| Q4 2021 | 214 | $5.3B | 51,547,578 | 35 | 78 | 54 | 0.0% |
| Q3 2021 | 185 | $4.4B | 51,890,727 | 23 | 81 | 41 | 0.1% |
| Q2 2021 | 183 | $4.6B | 50,226,943 | 33 | 80 | 38 | 0.0% |
| Q1 2021 | 164 | $4.2B | 47,715,226 | 27 | 61 | 52 | 0.0% |
| Q4 2020 | 150 | $3.4B | 42,918,824 | 16 | 72 | 41 | 0.0% |
| Q3 2020 | 151 | $2.8B | 43,563,117 | 27 | 71 | 36 | 0.0% |
| Q2 2020 | 143 | $2.6B | 37,902,802 | 41 | 63 | 27 | 0.0% |
| Q1 2020 | 114 | $2.5B | 45,243,220 | 16 | 44 | 43 | 0.0% |
| Q4 2019 | 109 | $2.0B | 34,040,511 | 5 | 48 | 38 | 0.0% |
| Q3 2019 | 119 | $2.0B | 35,539,071 | 22 | 47 | 34 | 0.0% |
| Q2 2019 | 104 | $1.8B | 31,219,868 | 23 | 47 | 28 | 0.0% |
| Q1 2019 | 103 | $1.3B | 29,090,105 | 13 | 37 | 42 | 0.0% |
| Q4 2018 | 105 | $1.0B | 28,268,755 | 2 | 1 | 3 | 0.0% |