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HLNE · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

HLNEV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • HLNE
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterHLNEV
Q3 20203 holders, $380m55 holders, $62.2bn
Q4 20205 holders, $522m52 holders, $67.1bn
Q1 20215 holders, $468m58 holders, $64.5bn
Q2 20215 holders, $442m52 holders, $69.3bn
Q3 20216 holders, $463m56 holders, $63.6bn
Q4 20215 holders, $563m47 holders, $58.0bn
Q1 20225 holders, $454m59 holders, $61.8bn
Q2 20225 holders, $331m57 holders, $55.2bn
Q3 20224 holders, $295m57 holders, $50.7bn
Q4 20226 holders, $310m54 holders, $59.4bn
Q1 20235 holders, $323m55 holders, $64.0bn
Q2 20233 holders, $294m54 holders, $65.2bn
Q3 20233 holders, $291m55 holders, $61.5bn
Q4 20234 holders, $403m48 holders, $68.6bn
Q1 20248 holders, $432m50 holders, $73.1bn
Q2 20248 holders, $380m45 holders, $69.5bn
Q3 20246 holders, $558m47 holders, $70.5bn
Q4 202410 holders, $957m48 holders, $77.6bn
Q1 20259 holders, $995m43 holders, $83.5bn
Q2 202510 holders, $669m45 holders, $83.4bn
Q3 20259 holders, $693m48 holders, $82.8bn
Q4 20259 holders, $501m49 holders, $86.0bn
Q1 20269 holders, $448m49 holders, $73.3bn
Q2 202611 holders, $222m52 holders, $81.9bn
HLNE

Hamilton Lane Inc

Holders
9
Reported value
$448m
Buyers
17
Sellers
19

Breadth -2 among 91 comparable managers.

Other financial servicesFinancial services · L3VLUP
V

Visa Inc

Holders
49
Reported value
$73.3bn
Buyers
31
Sellers
27

Breadth +4 among 91 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q1 2026

Among the 50 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only HLNE (1)

Schonfeld Strategic Advisors LLC

Only V (41)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baupost Group LLC, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, and 16 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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