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HLNE · Hamilton Lane INC · Shareholders & Ownership

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$88.77 +0.93 (+1.06%) Earnings today Q2 2027 earnings call transcript
Market Cap
$4.84B
Shares
55.11M
Volume · Nov 3 566.49K Avg daily vol (3M) 638.43K

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 positions

No 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
1
HLA Investments, LLC
13D CIK 1273303 · Unknown · May 27, 2026
Item 4 purpose: none of the classified purposes
15,351,034
1.1
HLA INVESTMENTS LLC
Insider CIK 1273303 · Sep 4, 2025
10% Owner, issuer-wide, not summed
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
STATE STREET CORP
13F CIK 93751 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
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
SEXTON O GRIFFITH
Insider CIK 1338580 · Sep 16, 2026
Director, 10% Owner, issuer-wide, not summed
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
SCHMERTZLER MICHAEL
Insider CIK 1288952 · Sep 16, 2026
Director, issuer-wide, not summed
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
UBS Group AG
13F CIK 1610520 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
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.

Showing 1–50 of 588 holders

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Key facts CIK 1433642 CUSIP 407497106 13F (30d) 139 filings 117 filers Visit website Investor relations