Position in HLNE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,658,889
+$1,069,591 QoQ
Shares Held
71,786
+55.5% QoQ
Ownership
0.130%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#90
of 380 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLNE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Moran Wealth Management, LLC holds $104,771,959 across 11 Asset Management names. HLNE ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
68,051 | $31,219,076 | |
| 2 | BX |
Blackstone Inc.
|
133,642 | $15,725,653 | |
| 3 | AMG |
Affiliated Managers Group, Inc.
|
45,453 | $15,381,295 | |
| 4 | TROW |
Price T Rowe Group Inc
|
124,645 | $14,170,889 | |
| 5 | BLK |
BlackRock, Inc.
|
13,633 | $13,108,947 | |
| 6 | HLNE |
Hamilton Lane INC
This page
|
71,786 | $5,658,889 | |
| 7 | SEIC |
Sei Investments Co
|
41,009 | $3,596,898 | |
| 8 | VCTR |
Victory Capital Holdings, Inc.
|
29,552 | $2,484,141 |
All Filings in HLNE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,658,889 | 71,786 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,589,298 | 46,170 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,288,125 | 46,818 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||