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HLNE in the 13F filings

Hamilton Lane Inc · CUSIP 407497106

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2024
the date the book describes
Filed
14 Nov 2024
latest of these filings; the earliest 6 May 2024
Managers listing it
8
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 4 listed it in both
Shares listed
3,831,708
combined, among listed positions
Reported value
$432m
combined, at the quarter end

Among the 93 comparable managers: 5 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +784,297.

Managers listing HLNE in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

8 of 8 holders

ActionFiling
Millennium Management LLC1,349,071$152m0.06%Added+601,15315 May 2024 (the filing on sec.gov)
Wellington Management Group LLP1,264,546$143munder 0.1%Trimmed-234,15315 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC686,687$77m0.06%Trimmed-22,18814 Nov 2024 (the filing on sec.gov)
Balyasny Asset Management LLC277,228$31m0.05%Newnew13 May 2024 (the filing on sec.gov)
Polen Capital Management LLC91,919$10munder 0.1%Trimmed-3,48410 May 2024 (the filing on sec.gov)
Capital World Investors86,234$9.7munder 0.1%Newnew14 May 2024 (the filing on sec.gov)
Holocene Advisors LP65,368$7.4munder 0.1%Newnew15 May 2024 (the filing on sec.gov)
Quantbot Technologies LP10,655$1.2m0.07%Newnew6 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
6 in Q3 2024 to 11 in Q2 2026

Tracked managers listing it, at least.

05101520172020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
HLNE by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20172$5.1mn.a.n.a.
Q3 20171$5.6mn.a.n.a.
Q4 20171$8.3mn.a.n.a.
Q3 20181$2.8mn.a.n.a.
Q2 20192$89mn.a.n.a.
Q3 20192$34mn.a.n.a.
Q4 20193$144mn.a.n.a.
Q1 20205$308mn.a.n.a.
Q2 20208$437mn.a.n.a.
Q3 20203$380mn.a.n.a.
Q4 20205$522mn.a.n.a.
Q1 20215$468mn.a.n.a.
Q2 20215$442mn.a.n.a.
Q3 20216$463mn.a.n.a.
Q4 20215$563mn.a.n.a.
Q1 20225$454mn.a.n.a.
Q2 20225$331mn.a.n.a.
Q3 20224$295mn.a.n.a.
Q4 20226$310mn.a.n.a.
Q1 20235$323mn.a.n.a.
Q2 20233$294mn.a.n.a.
Q3 20233$291mn.a.n.a.
Q4 20234$403m04
Q1 20248$432m53
Q2 20248$380m53
Q3 20246$558m33
Q4 202410$957m64
Q1 20259$995m54
Q2 202510$669m46
Q3 20259$693m73
Q4 20259$501m1818
Q1 20269$448m1719
Q2 202611$222m278

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

HLNE and V →HLNE and AXP →HLNE and BAC →Choose a stock to compare with HLNE →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own HLNE, latest filings →Back to the 13F Explorer →