HLNE · Hamilton Lane INC · Shareholders & Ownership
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Every disclosed holder of HLNE in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns HLNE
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 47,446,398 | 86.09% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 16,849,733 | 30.57% |
| Remaining | 9,185,493 | -16.67% |
| Registered funds (N-PORT, not summed) | 16,731,856 | 30.36% |
Shares outstanding: 55,110,638, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of HLNE
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
HLA Investments, LLC
13D
CIK 1273303 · Unknown · May 27, 2026
Item 4 purpose: none of the classified purposes
|
15,351,034 | ||
| 1.1 |
|
14,639,829 | ||
| 2 |
Rogers Hartley R.
Insider
CIK 1577084 · Jun 11, 2026
Director, Executive Co-Chairman, 10% Owner, issuer-wide, not summed
|
6,660,144 | ||
| 3 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,281,385 | ||
| 3.1 |
iShares Core S&P Mid-Cap ETF
Fund
S000004307 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,397,048 | ||
| 3.2 |
iShares Russell Mid-Cap ETF
Fund
S000004338 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
161,614 | ||
| 3.3 |
iShares S&P Mid-Cap 400 Growth ETF
Fund
S000004308 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
131,775 | ||
| 3.4 |
iShares S&P Mid-Cap 400 Value ETF
Fund
S000004309 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
94,345 | ||
| 3.5 |
iShares Core Dividend Growth ETF
Fund
S000045648 · Registered fund · Jul 31, 2026
iShares Trust, not summed
|
89,733 | ||
| 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13F
CIK 1021223 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,053,076 | ||
| 5 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,796,500 | ||
| 6 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,794,120 | ||
| 7 |
WELLINGTON MANAGEMENT GROUP LLP
13G
CIK 902219 · Holding company · Dec 29, 2023
Rule 13d-1(b), qualified institution
|
1,498,699 | ||
| 8 |
WASATCH ADVISORS LP
13F
CIK 814133 · Registered investment adviser · Sep 30, 2026
|
1,452,376 | ||
| 8.1 |
Wasatch Core Growth Fund
Fund
S000000877 · Registered fund · Jun 30, 2026
WASATCH FUNDS TRUST, not summed
|
265,472 | ||
| 8.2 |
Wasatch Small Cap Value Fund
Fund
S000000878 · Registered fund · Jun 30, 2026
WASATCH FUNDS TRUST, not summed
|
158,598 | ||
| 8.3 |
Wasatch Global Opportunities Fund
Fund
S000022592 · Registered fund · Jun 30, 2026
WASATCH FUNDS TRUST, not summed
|
14,173 | ||
| 8.4 |
Wasatch Long/Short Alpha Fund
Fund
S000073482 · Registered fund · Jun 30, 2026
WASATCH FUNDS TRUST, not summed
|
9,202 | ||
| 8.5 |
Wasatch U.S. Select Fund
Fund
S000076417 · Registered fund · Jun 30, 2026
WASATCH FUNDS TRUST, not summed
|
3,240 | ||
| 9 |
Giannini Mario L
Insider
CIK 1698053 · Feb 20, 2026
Executive Co-Chairman, 10% Owner, issuer-wide, not summed
|
1,418,054 | ||
| 10 |
Delgado-Moreira Juan
Insider
CIK 1698040 · Sep 10, 2026
Director, Co-Chief Executive Officer, 10% Owner, issuer-wide, not summed
|
1,376,134 | ||
| 11 |
|
1,355,756 | ||
| 11.1 |
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
Fund
S000006986 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
206,840 | ||
| 11.2 |
State Street(R) SPDR(R) S&P(R) Capital Markets ETF
Fund
S000006978 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
85,593 | ||
| 11.3 |
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF
Fund
S000006987 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
34,144 | ||
| 11.4 |
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF
Fund
S000006988 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
28,737 | ||
| 11.5 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
14,404 | ||
| 12 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,252,886 | ||
| 13 |
LOS ANGELES CAPITAL MANAGEMENT LLC
13F
CIK 1177206 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,215,166 | ||
| 14 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,203,158 | ||
| 15 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,048,417 | ||
| 16 |
PRINCIPAL FINANCIAL GROUP INC
13F
CIK 1126328 · Insurance company · Sep 30, 2026
|
1,013,474 | ||
| 16.1 |
SmallCap Fund
Fund
S000007214 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
169,500 | ||
| 16.2 |
Small-MidCap Dividend Income Fund
Fund
S000032942 · Registered fund · Aug 31, 2026
Principal Funds, Inc, not summed
|
167,891 | ||
| 16.3 |
MidCap S&P 400 Index Fund
Fund
S000007079 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
15,623 | ||
| 16.4 |
SmallCap Account
Fund
S000007675 · Registered fund · Jun 30, 2026
Principal Variable Contract Funds, Inc, not summed
|
15,300 | ||
| 16.5 |
LargeCap Growth Account I
Fund
S000007682 · Registered fund · Jun 30, 2026
Principal Variable Contract Funds, Inc, not summed
|
9,930 | ||
| 17 |
Jupiter Topco LLC
13F
CIK 2146052 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
932,229 | ||
| 18 |
Hirsch Erik R.
Insider
CIK 1698098 · May 29, 2026
Director, Co-Chief Executive Officer, 10% Owner, issuer-wide, not summed
|
915,508 | ||
| 19 |
VANGUARD SMALL-CAP INDEX FUND
Fund
S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
900,290 | ||
| 20 |
Van Berkom & Associates Inc.
13F
CIK 1524408 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
884,888 | ||
| 21 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
857,072 | ||
| 21.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
41 | ||
| 22 |
Qube Research & Technologies Ltd
13F
CIK 1729829 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
756,217 | ||
| 23 |
Copeland Capital Management, LLC
13F
CIK 1541743 · Investment adviser · Sep 30, 2026
|
741,678 | ||
| 24 |
T. Rowe Price Investment Management, Inc.
13F
CIK 1897612 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
709,728 | ||
| 25 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
675,522 | ||
| 25.1 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
159,390 | ||
| 25.2 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
133,788 | ||
| 25.3 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
49,794 | ||
| 25.4 |
U.S. CORE EQUITY 2 PORTFOLIO
Fund
S000000980 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
42,013 | ||
| 25.5 |
U.S. Small Cap Growth Portfolio
Fund
S000039439 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
36,210 | ||
| 26 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
620,360 | ||
| 26.1 |
Carillon Chartwell Small Cap Value Fund
Fund
S000075964 · Registered fund · Jun 30, 2026
Carillon Series Trust, not summed
|
5,240 | ||
| 26.2 |
Carillon Chartwell Mid Cap Value Fund
Fund
S000075960 · Registered fund · Jun 30, 2026
Carillon Series Trust, not summed
|
4,444 | ||
| 27 |
ADAGE CAPITAL PARTNERS GP, L.L.C.
13F
CIK 1165408 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
613,935 | ||
| 28 |
|
606,685 | ||
| 29 |
MILLENNIUM MANAGEMENT LLC
13F
CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
605,725 | ||
| 30 |
|
600,977 | ||
| 31 |
Clearbridge Investments, LLC
13F
CIK 1348883 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
598,229 | ||
| 32 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
CIK 1164508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
597,907 | ||
| 33 |
MARSHALL WACE, LLP
13F
CIK 1318757 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
590,877 | ||
| 34 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
586,530 | ||
| 35 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
580,344 | ||
| 35.1 |
Invesco S&P MidCap Quality ETF
Fund
S000013108 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
353,591 | ||
| 35.2 |
Invesco S&P MidCap 400 GARP ETF
Fund
S000060794 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
95,799 | ||
| 35.3 |
Invesco Global Listed Private Equity ETF
Fund
S000013789 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
41,563 | ||
| 35.4 |
Invesco RAFI US 1500 Small-Mid ETF
Fund
S000013120 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
18,367 | ||
| 35.5 |
Invesco Russell 1000 Dynamic Multifactor ETF
Fund
S000064607 · Registered fund · Aug 31, 2026
Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
|
7,151 | ||
| 36 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
572,991 | ||
| 37 |
VANGUARD SMALL-CAP GROWTH INDEX FUND
Fund
S000002846 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
521,390 | ||
| 38 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
511,474 | ||
| 38.1 |
AQR Multi-Asset Fund
Fund
S000029959 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
2,674 | ||
| 39 |
|
494,611 | ||
| 40 |
NORGES BANK
13F
CIK 1374170 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
491,150 | ||
| 41 |
Virtus KAR Mid-Cap Core Fund
Fund
S000025925 · Registered fund · Jun 30, 2026
Virtus Equity Trust, not summed
|
485,086 | ||
| 42 |
DF DENT & CO INC
13F
CIK 934999 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
476,169 | ||
| 42.1 |
DF DENT MIDCAP GROWTH FUND
Fund
S000033130 · Registered fund · Jun 30, 2026
FORUM FUNDS, not summed
|
45,823 | ||
| 42.2 |
DF DENT SMALL CAP GROWTH FUND
Fund
S000037552 · Registered fund · Jun 30, 2026
FORUM FUNDS, not summed
|
45,375 | ||
| 43 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
469,145 | ||
| 44 |
DEPRINCE RACE & ZOLLO INC
13F
CIK 1008894 · Registered investment adviser · Sep 30, 2026
|
464,054 | ||
| 45 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC
13F
CIK 1556921 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
435,039 | ||
| 46 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
434,241 | ||
| 46.1 |
Mid Cap Index Fund
Fund
S000001273 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
26,576 | ||
| 46.2 |
Small Cap Core Fund
Fund
S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
4,219 | ||
| 46.3 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
1,738 | ||
| 47 |
GW&K Investment Management, LLC
13F
CIK 1082917 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
414,998 | ||
| 48 |
BNP PARIBAS ASSET MANAGEMENT Holding S.A.
13F
CIK 1520354 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
406,605 | ||
| 49 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE
13F
CIK 928047 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
402,820 | ||
| 49.1 |
Small Cap Core Fund
Fund
S000043450 · Registered fund · Jul 31, 2026
John Hancock Investment Trust, not summed
|
282,985 | ||
| 49.2 |
John Hancock Multifactor Mid Cap ETF
Fund
S000050079 · Registered fund · Jun 30, 2026
John Hancock Exchange-Traded Fund Trust, not summed
|
25,843 | ||
| 49.3 |
John Hancock Multifactor Small Cap ETF
Fund
S000059464 · Registered fund · Jun 30, 2026
John Hancock Exchange-Traded Fund Trust, not summed
|
9,343 | ||
| 50 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
401,431 |
50 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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