Security

HLNE HAMILTON LANE INC

CL A
CUSIP: 407497106
FIGI: BBG00FX58Q66
Institutional Holders394
Total Institutional Value$5,190,935,792
Total Shares Held42,292,956
Avg Position$13,174,964
Top 5 Holders %34.5%
Alpha-Weighted Score65.7
New Positions+71
Exited Positions-70

Top 15 Institutional Holders by Value

New   Increased   Decreased   Unchanged

Institutional Holders — Q4 25

ManagerAlphaFlowValueSharesChange
BLACKROCK FUNDING, INC. /DEHigh ConvictionMarket Mover$547,716,453 (10.6%)4,078,002-
VANGUARD GROUP INCHigh ConvictionMarket Mover$496,531,177 (9.6%)3,696,904-
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCHigh ConvictionModerate Flow$366,380,826 (7.1%)2,727,874-4.5%
WASATCH ADVISORS LPHigh ConvictionModerate Flow$203,103,448 (3.9%)1,512,1992.4%
STATE STREET CORPHigh ConvictionMarket Mover$174,458,417 (3.4%)1,293,854-
PRINCIPAL FINANCIAL GROUP INCHigh ConvictionMarket Mover$145,844,500 (2.8%)1,085,850147.5%
GEODE CAPITAL MANAGEMENT, LLCHigh ConvictionMarket Mover$143,561,785 (2.8%)1,068,729-
CHAMPLAIN INVESTMENT PARTNERS, LLCHigh ConvictionModerate Flow$142,538,368 (2.7%)1,061,264-23.8%
JANUS HENDERSON GROUP PLCHigh ConvictionMarket Mover$107,731,017 (2.1%)801,99719.1%
BALYASNY ASSET MANAGEMENT LLCModerate ConvictionMarket Mover$101,558,238 (2.0%)756,148117.1%
CITADEL ADVISORS LLCModerate ConvictionMarket Mover$101,454,148 (2.0%)755,373-39.2%
FEDERATED HERMES, INC.High ConvictionSignificant Flow$99,107,887 (1.9%)737,904-13.1%
DIMENSIONAL FUND ADVISORS LPHigh ConvictionMarket Mover$89,515,178 (1.7%)666,464-
CLEARBRIDGE INVESTMENTS, LLCHigh ConvictionSignificant Flow$89,037,070 (1.7%)662,922-
CAPITAL WORLD INVESTORSHigh ConvictionMarket Mover$87,800,865 (1.7%)653,71824.2%
NEUBERGER BERMAN GROUP LLCHigh ConvictionMarket Mover$81,164,339 (1.6%)604,306-5.7%
UBS Group AGModerate ConvictionMarket Mover$79,269,896 (1.5%)590,20132.5%
MORGAN STANLEYModerate ConvictionMarket Mover$77,795,910 (1.5%)579,226-11.4%
RAYMOND JAMES FINANCIAL INCModerate ConvictionMarket Mover$77,787,207 (1.5%)577,59110.0%
Invesco Ltd.Moderate ConvictionMarket Mover$71,488,868 (1.4%)532,268-65.4%
COPELAND CAPITAL MANAGEMENT, LLCHigh ConvictionLow Flow$70,400,829 (1.4%)524,1665.5%
NORGES BANKHigh ConvictionMarket Mover$68,657,123 (1.3%)511,1847.7%
TWENTIETH CENTURY COMPANIES INCHigh ConvictionMarket Mover$66,248,486 (1.3%)493,245-2.8%
WELLS FARGO & COMPANY/MNModerate ConvictionMarket Mover$59,448,330 (1.1%)442,621-3.5%
NORTHERN TRUST CORPHigh ConvictionMarket Mover$53,876,711 (1.0%)401,137-2.2%
BANK OF AMERICA CORP /DE/Moderate ConvictionMarket Mover$51,149,949 (1.0%)380,835-62.6%
WESTFIELD CAPITAL MANAGEMENT CO LPHigh ConvictionModerate Flow$48,819,939 (0.9%)363,487NEW
TIMESSQUARE CAPITAL MANAGEMENT, LLCHigh ConvictionLow Flow$44,092,093 (0.8%)328,2864.5%
GENEVA CAPITAL MANAGEMENT LTD/WIHigh ConvictionLow Flow$41,683,021 (0.8%)310,34913.4%
VAUGHAN NELSON SCARBOROUGH & MCCULLOUGH LPHigh ConvictionModerate Flow$40,855,088 (0.8%)304,185NEW
SCHWAB CHARLES INVESTMENT MANAGEMENT INCHigh ConvictionMarket Mover$40,564,575 (0.8%)302,022-57.2%
WELLINGTON MANAGEMENT GROUP LLPHigh ConvictionMarket Mover$40,520,924 (0.8%)301,697-72.4%
DEPRINCE RACE & ZOLLO INCHigh ConvictionLow Flow$40,480,094 (0.8%)301,393NEW
VOLORIDGE INVESTMENT MANAGEMENT, LLCHigh ConvictionSignificant Flow$40,397,762 (0.8%)300,78026.8%
Bank of New York Mellon CorpHigh ConvictionMarket Mover$40,032,258 (0.8%)298,059-12.0%
SEI INVESTMENTS COHigh ConvictionMarket Mover$39,729,295 (0.8%)295,80820.9%
ARTISAN PARTNERS LIMITED PARTNERSHIPHigh ConvictionSignificant Flow$38,792,354 (0.7%)288,827-9.5%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/High ConvictionMarket Mover$38,506,543 (0.7%)286,6996,625.0%
ENVESTNET ASSET MANAGEMENT INCHigh ConvictionSignificant Flow$37,357,818 (0.7%)278,1462.8%
DF DENT & CO INCHigh ConvictionModerate Flow$37,037,768 (0.7%)275,763-3.9%
JPMORGAN CHASE & COHigh ConvictionMarket Mover$35,908,584 (0.7%)267,355-69.0%
FRED ALGER MANAGEMENT, LLCHigh ConvictionSignificant Flow$35,244,898 (0.7%)261,52529.5%
TUDOR INVESTMENT CORP ET ALModerate ConvictionSignificant Flow$33,192,970 (0.6%)247,137-2.4%
AMERIPRISE FINANCIAL INCModerate ConvictionMarket Mover$32,342,113 (0.6%)240,797-7.6%
SELECT EQUITY GROUP, L.P.High ConvictionModerate Flow$29,457,138 (0.6%)219,322NEW
Nuveen, LLCHigh ConvictionMarket Mover$23,640,978 (0.5%)176,018132.1%
FIL LTDHigh ConvictionSignificant Flow$22,914,629 (0.4%)170,61037.0%
RENAISSANCE TECHNOLOGIES LLCHigh ConvictionSignificant Flow$21,386,316 (0.4%)159,231-9.6%
MARSHALL WACE, LLPModerate ConvictionMarket Mover$21,049,332 (0.4%)156,722336.0%
BNP PARIBAS FINANCIAL MARKETSModerate ConvictionMarket Mover$18,040,922 (0.3%)134,323169.5%
NEW YORK STATE COMMON RETIREMENT FUNDHigh ConvictionMarket Mover$16,828,909 (0.3%)125,299-85.3%
CITIGROUP INCModerate ConvictionMarket Mover$16,808,897 (0.3%)125,150-
SQUAREPOINT OPS LLCModerate ConvictionSignificant Flow$16,520,264 (0.3%)123,001128.7%
FULLER & THALER ASSET MANAGEMENT, INC.High ConvictionModerate Flow$16,225,038 (0.3%)120,802177.4%
SILVERCREST ASSET MANAGEMENT GROUP LLCHigh ConvictionModerate Flow$15,868,324 (0.3%)118,147-7.8%
ADAGE CAPITAL PARTNERS GP, L.L.C.High ConvictionSignificant Flow$15,679,349 (0.3%)116,740NEW
SEGALL BRYANT & HAMILLHigh ConvictionModerate Flow$15,076,029 (0.3%)112,2484.3%
ROYAL BANK OF CANADAHigh ConvictionMarket Mover$15,008,000 (0.3%)111,739-77.6%
RHUMBLINE ADVISERSHigh ConvictionMarket Mover$14,218,271 (0.3%)105,862-
CONGRESS ASSET MANAGEMENT CO /MAHigh ConvictionModerate Flow$13,214,491 (0.3%)98,388-
Jefferies Financial Group Inc.Moderate ConvictionSignificant Flow$13,194,749 (0.3%)98,241145.0%
TWO SIGMA INVESTMENTS, LPModerate ConvictionSignificant Flow$13,038,949 (0.3%)97,081750.4%
CANADA PENSION PLAN INVESTMENT BOARDHigh ConvictionSignificant Flow$12,584,847 (0.2%)93,70061.5%
MAN GROUP PLCHigh ConvictionSignificant Flow$12,062,650 (0.2%)89,812153.3%
RUSSELL INVESTMENTS GROUP, LTD.Moderate ConvictionMarket Mover$11,439,546 (0.2%)85,17388.5%
UBS GLOBAL ASSET MANAGEMENT AMERICAS INCModerate ConvictionMarket Mover$11,190,038 (0.2%)83,315-8.9%
LEGAL & GENERAL GROUP PLCHigh ConvictionMarket Mover$11,117,109 (0.2%)82,772-9.4%
SWISS NATIONAL BANKHigh ConvictionMarket Mover$11,040,282 (0.2%)82,2007.5%
STIFEL FINANCIAL CORPHigh ConvictionMarket Mover$10,463,407 (0.2%)77,905-12.9%
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMHigh ConvictionSignificant Flow$8,906,768 (0.2%)66,31516.5%
Longaeva Partners L.P.Moderate ConvictionLow Flow$8,544,668 (0.2%)63,619NEW
JANE STREET GROUP, LLCModerate ConvictionMarket Mover$7,832,690 (0.2%)58,318-72.3%
CRAWFORD INVESTMENT COUNSEL INCHigh ConvictionModerate Flow$7,534,657 (0.1%)56,09920.2%
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLCHigh ConvictionModerate Flow$7,325,402 (0.1%)54,541NEW
GOLDMAN SACHS GROUP INCHigh ConvictionMarket Mover$7,181,445 (0.1%)53,469-78.7%
LPL FINANCIAL LLCHigh ConvictionMarket Mover$7,147,953 (0.1%)53,220-2.3%
ENGLE CAPITAL MANAGEMENT, L.P.High ConvictionMinimal Flow$6,715,500 (0.1%)50,000NEW
BEACON HARBOR WEALTH ADVISORS, INC.High ConvictionMinimal Flow$6,706,501 (0.1%)49,933NEW
RETIREMENT SYSTEMS OF ALABAMAHigh ConvictionModerate Flow$6,591,129 (0.1%)49,074-
EXODUSPOINT CAPITAL MANAGEMENT, LPHigh ConvictionSignificant Flow$6,525,317 (0.1%)48,584393.1%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDHigh ConvictionSignificant Flow$6,514,572 (0.1%)48,504NEW
MORAN WEALTH MANAGEMENT, LLCHigh ConvictionLow Flow$6,288,126 (0.1%)46,818NEW
PRANA CAPITAL MANAGEMENT, LPHigh ConvictionLow Flow$6,249,713 (0.1%)46,532NEW
BW GESTAO DE INVESTIMENTOS LTDA.High ConvictionLow Flow$6,111,105 (0.1%)45,500NEW
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLCModerate ConvictionSignificant Flow$6,081,507 (0.1%)44,5018.2%
ALLIANCEBERNSTEIN L.P.High ConvictionMarket Mover$6,020,983 (0.1%)44,829-6.6%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIOHigh ConvictionSignificant Flow$5,985,257 (0.1%)44,563-
CAPITAL FUND MANAGEMENT S.A.Moderate ConvictionSignificant Flow$5,890,433 (0.1%)43,857165.3%
POINT72 ASSET MANAGEMENT, L.P.Moderate ConvictionMarket Mover$5,727,650 (0.1%)42,645101.4%
AQR CAPITAL MANAGEMENT LLCHigh ConvictionMarket Mover$5,499,596 (0.1%)40,947807.3%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEMHigh ConvictionMarket Mover$5,298,664 (0.1%)39,4515.3%
Universal- Beteiligungs- und Servicegesellschaft mbH (CIK 0002057170)High ConvictionSignificant Flow$5,205,831 (0.1%)38,721112.0%
ARGENT CAPITAL MANAGEMENT LLCHigh ConvictionMinimal Flow$4,820,520 (0.1%)35,891-3.3%
INTECH INVESTMENT MANAGEMENT LLCHigh ConvictionSignificant Flow$4,712,132 (0.1%)35,084-39.3%
BARCLAYS PLCHigh ConvictionMarket Mover$4,707,297 (0.1%)35,048-46.1%
BANK OF NOVA SCOTIAHigh ConvictionSignificant Flow$4,368,030 (0.1%)32,522NEW
MANUFACTURERS LIFE INSURANCE COMPANY, THEHigh ConvictionMarket Mover$3,958,653 (0.1%)29,474-
TREXQUANT INVESTMENT LPHigh ConvictionSignificant Flow$3,950,863 (0.1%)29,416-48.3%
OPPENHEIMER ASSET MANAGEMENT INCModerate ConvictionModerate Flow$3,938,641 (0.1%)29,32518.9%
BLAIR WILLIAM & CO/ILHigh ConvictionSignificant Flow$3,780,844 (0.1%)28,150-5.2%

Implied Institutional Price History

Estimated from 13F aggregate market value ÷ shares reported across all institutional filers. Reflects quarter-end snapshot, not actual trade prices.

QuarterFilersInstitutional ValueShares HeldEst. Avg Price
Q4 25384$5.19B42,302,186$122.74
Q3 25378$5.63B44,615,176$126.25
Q2 25388$5.40B42,572,178$126.81
Q1 25350$6.00B45,537,207$131.70
Q4 24355$5.46B41,667,329$131.09
Q3 24320$6.25B41,954,797$149.06
Q2 24293$4.71B42,297,101$111.36
Q1 24267$4.16B41,443,509$100.34

Source: SEC 13F-HR filings. Implied price = aggregate market value ÷ shares reported. Not investment advice.