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HLNE

HLNE

Hamilton Lane Incorporated• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
114
Partial Q3 2026
Total 13F value
$415.7M
Filed positions so far
New positions
30
This quarter
Sold positions
14
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Wasatch Advisors Lp

$126.2M1.45M0.94%+26.1%

Principal Financial Group Inc

$88M1.01M0.04%-1.8%

Copeland Capital Management, Llc

$64.4M741.7K1.25%+52.5%

Deprince Race & Zollo Inc

$40.3M464.1K0.71%+43.7%

Fort Washington Investment Advisors Inc /Oh/

$27M311.2K0.14%New Position

Congress Asset Management Co

$11.2M128.5K0.07%+22.3%

Creative Planning

$10.7M122.7K0.01%+112.6%

Moran Wealth Management, Llc

$6.1M70.5K0.17%-1.8%

Y-Intercept (Hong Kong) Ltd

$5.1M58.8K0.11%-11.5%

Achmea Investment Management B.V.

$3.2M37.4K0.03%New Position

Oppenheimer & Co Inc

$2.9M33.3K0.03%+1.5%

Oppenheimer Asset Management Inc.

$2.8M32.8K0.01%+30.4%

Truist Financial Corp

$2.7M31.0K0.00%-0.2%

B. Metzler Seel. Sohn & Co. Ag

$2.3M26.9K0.02%+35.0%

Amalgamated Bank

$1.6M18.2K0.01%-1.4%

Atria Investments, Inc

$1.4M15.6K0.01%+111.8%

Mutual Of America Capital Management Llc

$1.3M14.5K0.01%-4.2%

Wealth Enhancement Advisory Services, Llc

$1.1M13.3K0.00%-3.2%

Farther Finance Advisors, Llc

$1M11.9K0.01%+52.8%

Louisiana State Employees Retirement System

$1M11.8K0.02%Unchanged

Yousif Capital Management, Llc

$896K10.3K0.01%-8.0%

Harbor Capital Advisors, Inc.

$827K9.5K0.06%+49.5%

State Of Michigan Retirement System

$808K9.3K0.00%-3.1%

Virginia Retirement Systems Et Al

$721K8.3K0.00%-48.5%

Oregon Public Employees Retirement Fund

$721K8.3K0.01%-1.2%

New York State Teachers Retirement System

$652K7.5K0.00%-28.4%

Inspire Investing, Llc

$643K7.4K0.03%+128.3%

Td Private Client Wealth Llc

$591K6.8K0.01%-14.5%

Apollon Wealth Management, Llc

$516K5.9K0.01%+116.2%

State Of Alaska, Department Of Revenue

$468K5.4K0.00%+35.0%

Collaborative Fund Advisors, Llc

$426K4.9K0.23%New Position

Fifth Third Wealth Advisors Llc

$412K4.7K0.01%New Position

Gibbs Wealth Management

$394K4.5K0.04%+3.0%

Evergreen Capital Management Llc

$388K4.4K0.01%-7.1%

Park Avenue Securities Llc

$377K4.3K0.00%+18.2%

Presilium Private Wealth, Llc

$353K4.1K0.05%+0.1%

Hb Wealth Management, Llc

$326K3.8K0.00%New Position

Stackstone Wealth, Llc

$306K3.5K0.03%New Position

Northstar Asset Management Co

$293K3.5K0.05%+2.9%

Axxcess Wealth Management, Llc

$287K3.3K0.01%New Position

Commonwealth Equity Services, Llc

$265K3.1K0.00%New Position

Crossmark Global Holdings, Inc.

$260K3.0K0.00%+9.4%

Norden Group Llc

$258K3.0K0.02%New Position

Vise Technologies, Inc.

$254K2.9K0.00%New Position

Provenance Wealth Advisors, Llc

$246K2.8K0.01%New Position

Old National Bancorp /In/

$241K2.8K0.00%New Position

Davenport & Co Llc

$236K2.7K0.00%-11.9%

Concurrent Investment Advisors, Llc

$228K2.6K0.00%-15.6%

Citizens Financial Group Inc/Ri

$219K2.5K0.00%New Position

State Of Wyoming

$215K2.5K0.02%New Position

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