MORGAN STANLEY

Position in HLNE — Hamilton Lane INC

CIK 895421 NEW YORK, NY

Back to HLNE Full portfolio

Position in HLNE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$67,562,980

-$4,529,052 QoQ

Shares Held

857,072

+18.2% QoQ

Ownership

1.56%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#13

of 377 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Common Shares in HLNE Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. HLNE ranks #66 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	34,842,332	$4,099,897,196
2	BLK	BlackRock, Inc.	3,487,404	$3,353,348,182
3	APO	Apollo Global Management, Inc.	8,937,664	$1,057,415,020
4	KKR	KKR & Co. Inc.	9,004,913	$826,470,907
5	STT	State Street Corp	4,731,988	$802,545,157
6	AMP	Ameriprise Financial Inc	1,743,842	$800,004,946
7	BN	BROOKFIELD Corp /ON/	13,738,306	$585,114,445
8	AMG	Affiliated Managers Group, Inc.	1,487,219	$503,274,901

All Filings in HLNE

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$67,562,980	857,072	+18.2%	Shares	Defined	2026-08-13
2026-03-31	$72,092,032	725,272	+25.2%	Shares	Defined	2026-05-15
2025-12-31	$77,795,838	579,226	-11.1%	Shares	Defined	2026-05-27
2025-09-30	$87,792,223	651,326	-15.7%	Shares	Defined	2026-05-27
2025-06-30	$109,752,731	772,254	+2.8%	Shares	Defined	2025-08-15
2025-03-31	$111,681,194	751,202	+12.0%	Shares	Defined	2025-05-15
2024-12-31	$99,311,192	670,795	-7.8%	Shares	Defined	2025-05-15
2024-09-30	$122,556,928	727,816	-0.1%	Shares	Defined	2025-05-14
2024-06-30	$90,010,969	728,362	+14.0%	Shares	Defined	2025-05-14
2024-03-31	$72,061,639	639,071	-5.5%	Shares	Defined	2024-10-17
2023-12-31	$76,677,606	675,931	+9.6%	Shares	Defined	2024-08-16
2023-09-30	$55,783,387	616,800	-3.5%	Shares	Defined	2023-11-15
2023-06-30	$51,113,453	639,078	-3.5%	Shares	Defined	2023-08-14
2023-03-31	$48,981,636	662,093	-0.3%	Shares	Defined	2023-05-15
2022-12-31	$42,413,759	663,960	+266.2%	Shares	Defined	2023-02-14
2022-09-30	$10,807,111	181,297	-3.8%	Shares	Defined	2022-11-14
2022-06-30	$12,666,650	188,548	+132.1%	Shares	Defined	2022-10-27
2022-03-31	$6,277,955	81,226	-17.5%	Shares	Defined	2022-10-27
2021-12-31	$10,203,147	98,467	-14.2%	Shares	Defined	2022-02-14
2021-09-30	$9,734,365	114,765	+7.0%	Shares	Defined	2021-11-15
2021-06-30	$9,770,885	107,231	+102.5%	Shares	Defined	2021-08-23
2021-03-31	$4,689,694	52,955	-26.3%	Shares	Defined	2021-05-17
2020-12-31	$5,606,487	71,832	+65.9%	Shares	Defined	2021-02-16
2020-09-30	$2,796,682	43,299	-32.3%	Shares	Defined	2020-11-13
2020-06-30	$4,306,895	63,929	+19.1%	Shares	Defined	2020-08-14
2020-03-31	$2,968,652	53,673	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.