HAMILTON LANE INC HLNE
CL A · Common Stock · CUSIP 407497106 · ISIN US4074971064
American investment firm
- SectorFinancials
- IndustryInvestment Advice
- HeadquartersConshohocken, PA
- Websitehamiltonlane.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($29.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $78.83. Options: 4 managers hold calls ($2.6m notional), 4 hold puts ($13.2m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 205 |
| Q4 2022 | 216 |
| Q1 2023 | 210 |
| Q2 2023 | 202 |
| Q3 2023 | 218 |
| Q4 2023 | 242 |
| Q1 2024 | 265 |
| Q2 2024 | 296 |
| Q3 2024 | 324 |
| Q4 2024 | 355 |
| Q1 2025 | 354 |
| Q2 2025 | 395 |
| Q3 2025 | 383 |
| Q4 2025 | 388 |
| Q1 2026 | 390 |
| Q2 2026 | 380 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 184 | 136 |
| Q4 2024 | 185 | 155 |
| Q1 2025 | 202 | 152 |
| Q2 2025 | 212 | 181 |
| Q3 2025 | 182 | 206 |
| Q4 2025 | 216 | 194 |
| Q1 2026 | 219 | 200 |
| Q2 2026 | 224 | 192 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $2.1m | $337.0k | 0.16 |
| Q4 2025 | $0 | $389.5k | — |
| Q1 2026 | $854.8k | $4.9m | 5.73 |
| Q2 2026 | $2.6m | $13.2m | 5.02 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +1.2m |
| Qube Research & Technologies Ltd | Added | +733.3k |
| MARSHALL WACE, LLP | New | +590.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +550.2k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Added | +536.7k |
| AQR CAPITAL MANAGEMENT LLC | Added | +484.2k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Added | +427.1k |
| DF DENT & CO INC | Added | +319.3k |
| Squarepoint Ops LLC | New | +305.3k |
| Point72 Asset Management, L.P. | Added | +298.8k |
Biggest sellers
| Champlain Investment Partners, LLC | Sold out | -1.1m |
| Van Berkom & Associates Inc. | Reduced | -781.7k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -702.9k |
| Balyasny Asset Management L.P. | Sold out | -654.6k |
| Capital World Investors | Sold out | -640.8k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -617.7k |
| WASATCH ADVISORS LP | Reduced | -600.0k |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Sold out | -364.2k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -362.1k |
| FEDERATED HERMES, INC. | Reduced | -350.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.6m20.0k shares |
| CITADEL ADVISORS LLC | Added | $725.2k9.2k shares |
| JANE STREET GROUP, LLC | New | $212.8k2.7k shares |
| SIMPLEX TRADING, LLC | New | $118.2k1.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.4m131.8k shares |
| JANE STREET GROUP, LLC | New | $1.2m15.5k shares |
| CITADEL ADVISORS LLC | Added | $961.7k12.2k shares |
| SIMPLEX TRADING, LLC | New | $638.5k8.1k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
HLA INVESTMENTS LLC
13D · may seek influence
-0.6 pts · filed 2026-05-29
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to this Amendment No. 15 is hereby incorporated by reference. Full filing |
27.6% |
| BlackRock, Inc. 13G · institution -1.0 pts · filed 2025-10-17 | 9.1% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G · institution +1.3 pts · filed 2026-05-14 | 7.8% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 1 | $106.0k | 0 | — | — |
| Q1 2025 | 0 | — | 1 | $1.6m | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 1 | $1.0m | 0 | — | — |
| Q1 2026 | 5 | $4.2m | 0 | — | — |
| Q2 2026 | 3 | $14.2m | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-11 | Rogers Hartley R. Executive Co-Chairman, director | Bought | $3.0m38.3k shares |
| 2026-06-11 | BERKMAN DAVID J Director · By: The 2006 Berkman Trust for David J. Berkman Family | Bought | $1.1m15.0k shares |
| 2026-06-11 | Kramer Andrea Anigati Chief Operating Officer | Bought | $99.4k1.3k shares |
| 2026-05-27 | Rogers Hartley R. Executive Co-Chairman, director | Bought | $43.2k466 shares |
| 2026-05-27 | Rogers Hartley R. Executive Co-Chairman, director | Bought | $43.2k466 shares |
| 2026-05-26 | Rogers Hartley R. Executive Co-Chairman, director | Bought | $5.0m55.0k shares |
| 2026-05-26 | Rogers Hartley R. Executive Co-Chairman, director · By LLC | Bought | $4.2m47.0k shares |
| 2026-05-26 | Rogers Hartley R. Executive Co-Chairman, director | Bought | $721.2k8.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 4.3m $337.5m | Added +205.4k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.75% of their portfolio | 3.1m $240.7m | Reduced -362.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 1.8m $141.6m | Reduced -29.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.8m $141.4m | Added +9.9k |
| STATE STREET CORP 0.00% of their portfolio | 1.4m $107.7m | Added +36.6k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.35% of their portfolio | 1.2m $95.8m | Added +536.7k |
| CITADEL ADVISORS LLC 0.05% of their portfolio | 1.2m $94.8m | Added +1.2m |
| WASATCH ADVISORS LP 0.59% of their portfolio | 1.2m $90.8m | Reduced -600.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.0m $82.7m | Reduced -1.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio | 1.0m $81.4m | Reduced -71.8k |
| Jupiter Topco LLC 0.03% of their portfolio | 932.2k $73.5m | First filing |
| Van Berkom & Associates Inc. 2.25% of their portfolio | 884.9k $69.8m | Reduced -781.7k |
| MORGAN STANLEY 0.00% of their portfolio | 857.1k $67.6m | Added +131.8k |
| Qube Research & Technologies Ltd 0.07% of their portfolio | 756.2k $59.6m | Added +733.3k |
| T. Rowe Price Investment Management, Inc. 0.04% of their portfolio | 709.7k $55.9m | Reduced -280.1k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 675.5k $53.2m | Reduced -3.1k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 620.4k $48.9m | Added +14.8k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.07% of their portfolio | 613.9k $48.4m | Added +427.1k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 605.7k $47.7m | Reduced -617.7k |
| Clearbridge Investments, LLC 0.04% of their portfolio | 598.2k $47.2m | Reduced -70.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 597.9k $47.1m | Added +550.2k |
| MARSHALL WACE, LLP 0.04% of their portfolio | 590.9k $46.6m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 586.5k $46.2m | Added +218.7k |
| Invesco Ltd. 0.00% of their portfolio | 580.3k $45.7m | Added +53.6k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 573.0k $45.2m | Reduced -73.1k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 511.5k $39.1m | Added +484.2k |
| UBS Group AG 0.01% of their portfolio | 494.6k $39.0m | Reduced -18.6k |
| NORGES BANK 0.00% of their portfolio | 491.1k $38.7m | Not comparable |
| Copeland Capital Management, LLC 0.79% of their portfolio | 486.4k $38.3m | Reduced -19.4k |
| DF DENT & CO INC 0.71% of their portfolio | 476.2k $37.5m | Added +319.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.15% of their portfolio | 435.0k $34.3m | Added +173.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 434.2k $34.2m | Added +4.7k |
| GW&K Investment Management, LLC 0.26% of their portfolio | 415.0k $32.7m | Added +177.2k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% of their portfolio | 406.6k $32.1m | Added +56.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio | 402.8k $31.8m | Added +66.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 401.4k $31.6m | Added +244.0k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 398.9k $31.4m | Reduced -44.3k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 371.6k $29.3m | Reduced -34.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 362.6k $28.6m | Added +142.5k |
| Point72 Asset Management, L.P. 0.04% of their portfolio | 357.5k $28.2m | Added +298.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 353.1k $27.8m | Reduced -13.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 325.1k $25.6m | Added +4.5k |
| DEPRINCE RACE & ZOLLO INC 0.43% of their portfolio | 323.0k $25.5m | Reduced -2.5k |
| Man Group plc 0.05% of their portfolio | 323.0k $25.5m | Added +215.9k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.04% of their portfolio | 310.1k $24.4m | Added +110.6k |
| Squarepoint Ops LLC 0.05% of their portfolio | 305.3k $24.1m | New |
| Walleye Capital LLC 0.11% of their portfolio | 301.6k $23.8m | Added +235.2k |
| Trexquant Investment LP 0.14% of their portfolio | 295.5k $23.3m | Added +258.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 284.5k $22.4m | Reduced -23.2k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.06% of their portfolio | 268.0k $21.1m | Added +147.0k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 258.3k $20.4m | Added +2.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 248.8k $18.8m | Added +15.7k |
| TimesSquare Capital Management, LLC 0.27% of their portfolio | 236.2k $18.6m | Reduced -52.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 236.1k $18.6m | Reduced -195.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 223.3k $17.6m | Added +216.9k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 193.1k $15.2m | Added +49.0k |
| CITIGROUP INC 0.01% of their portfolio | 190.2k $15.0m | Added +42.6k |
| Caisse de depot et placement du Quebec 0.02% of their portfolio | 190.1k $15.0m | Added +110.7k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 189.5k $14.9m | Added +159.0k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 186.8k $14.7m | Added +123.7k |
| Amundi 0.00% of their portfolio | 178.6k $14.1m | Added +154.5k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.04% of their portfolio | 165.6k $13.1m | Added +153.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 152.5k $12.0m | Added +148.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 152.1k $12.0m | Added +3.2k |
| GENEVA CAPITAL MANAGEMENT LLC 0.27% of their portfolio | 148.8k $11.7m | Reduced -125.9k |
| FRED ALGER MANAGEMENT, LLC 0.04% of their portfolio | 146.1k $11.6m | Reduced -40.9k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.07% of their portfolio | 143.6k $11.3m | Reduced -12.7k |
| SG Americas Securities, LLC 0.01% of their portfolio | 128.8k $10.2m | Added +83.5k |
| HRT FINANCIAL LP 0.02% of their portfolio | 128.6k $10.1m | New |
| Nuveen, LLC 0.00% of their portfolio | 126.6k $10.0m | Reduced -37.5k |
| Jump Financial, LLC 0.08% of their portfolio | 119.6k $9.4m | New |
| TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio | 114.7k $9.0m | Added +74.4k |
| XTX Topco Ltd 0.12% of their portfolio | 114.4k $9.0m | Added +97.2k |
| LPL Financial LLC 0.00% of their portfolio | 111.9k $8.8m | Added +59.6k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 110.8k $8.7m | Added +90.1k |
| TORONTO DOMINION BANK 0.01% of their portfolio | 110.1k $8.7m | New |
| SEGALL BRYANT & HAMILL, LLC 0.10% of their portfolio | 108.7k $8.6m | Added +1.9k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 106.0k $8.4m | Reduced -7.1k |
| CONGRESS ASSET MANAGEMENT CO 0.05% of their portfolio | 105.1k $8.3m | Reduced -21.7k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 101.0k $8.0m | Reduced -6.8k |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 99.8k $7.9m | Reduced -9.0k |
| CRAWFORD INVESTMENT COUNSEL INC 0.12% of their portfolio | 90.8k $7.2m | Added +24.7k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.13% of their portfolio | 90.1k $7.1m | Reduced -44.0k |
| Swiss National Bank 0.00% of their portfolio | 83.8k $6.6m | Added +1.2k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 80.7k $6.4m | Reduced -13.3k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 80.1k $6.3m | Added +5.7k |
| NATIXIS 0.03% of their portfolio | 77.7k $6.1m | Added +68.4k |
| Legal & General Group Plc 0.00% of their portfolio | 77.7k $6.1m | Added +2.3k |
| Jefferies Financial Group Inc. 0.06% of their portfolio | 76.5k $6.0m | Reduced -113.2k |
| Moran Wealth Management, LLC 0.15% of their portfolio | 71.8k $5.7m | Added +25.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 70.0k $5.5m | Reduced -9.7k |
| Schonfeld Strategic Advisors LLC 0.03% of their portfolio | 68.9k $5.4m | Added +18.1k |
| Y-Intercept (Hong Kong) Ltd 0.10% of their portfolio | 66.5k $5.2m | Added +53.7k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 61.3k $4.8m | Added +50.4k |
| Holocene Advisors, LP 0.01% of their portfolio | 60.3k $4.8m | Added +14.6k |
| California Public Employees Retirement System 0.00% of their portfolio | 58.7k $4.6m | Added +665 |
| Creative Planning 0.00% of their portfolio | 57.7k $4.5m | Added +36.8k |
| CAPITAL FUND MANAGEMENT S.A. 0.03% of their portfolio | 57.7k $4.5m | Added +31.7k |
| SIT INVESTMENT ASSOCIATES INC 0.08% of their portfolio | 56.8k $4.5m | Added +25.9k |
| Brevan Howard Capital Management LP 0.06% of their portfolio | 54.9k $4.3m | Added +39.0k |