Hamilton Lane Inc (HLNE) Ownership

194.48 ↑0.07 (0.04%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Hamilton Lane Inc (HLNE), owning a total of 3.8 million shares. Combined, the top 32 institutional holders of HLNE own 84.18% of the company with a total of 34.5 million shares.

In the latest ownership report on September 30th 2024, the top 32 institutional holders decreased their combined ownership of HLNE by 134 thousand shares. 1 institutions bought 7,106 total additional shares and increased their ownership by an average of 0.83%. However 1 institutions sold 140,923 total shares and decreased their ownership by an average of 15.78%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Hamilton Lane decreased by a net total of -133,817 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Copeland Capital Management, LLC	2.067%	0.830%	863,397	7,106	2024-09-30
Van Berkom and Associates Inc	1.800%	-15.784%	751,889	-140,923	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.033%	2.567%	3,773,035	94,418	2024-06-30
BlackRock Inc	7.668%	3.236%	3,202,927	100,399	2024-06-30
Wasatch Advisors Inc.	6.923%	-4.972%	2,672,700	-139,845	2023-12-31
Wasatch Advisors LP	5.416%	-9.757%	2,262,389	-244,605	2024-06-30
Federated Hermes Inc	3.786%	-0.004%	1,581,330	-70	2024-06-30
Morgan Stanley - Brokerage Accounts	3.488%	13.972%	1,456,724	178,582	2024-06-30
Wellington Management Company LLP	3.184%	5.178%	1,330,018	65,472	2024-06-30
ClearBridge Advisors, LLC	3.172%	-4.391%	1,324,804	-60,845	2024-06-30
Amvescap Plc.	2.789%	3.833%	1,164,967	43,005	2024-06-30
Geode Capital Management, LLC	2.584%	18.084%	1,079,406	165,308	2024-06-30
TD Asset Management Inc	2.482%	-12.009%	1,005,898	-137,281	2024-03-31
State Street Corp	2.184%	7.001%	912,352	59,696	2024-06-30
Copeland Capital Management, LLC	2.067%	0.830%	863,397	7,106	2024-09-30
State Street Corporation	2.104%	2.267%	852,656	18,904	2024-03-31
Loomis, Sayles & Company LP	1.908%	-6.598%	796,922	-56,292	2024-06-30
Van Berkom and Associates Inc	1.800%	-15.784%	751,889	-140,923	2024-09-30
Macquarie Group Ltd	1.774%	-30.186%	740,816	-320,315	2024-06-30
Fred Alger Management, LLC	1.646%	10.468%	687,521	65,151	2024-06-30
TimesSquare Capital Management, LLC	1.766%	-4.426%	681,660	-31,565	2023-06-30
Citadel Advisors Llc	1.614%	206.410%	674,179	454,154	2024-06-30
Neuberger Berman Group LLC	1.608%	-2.186%	671,676	-15,011	2024-06-30
Millennium Management LLC	1.530%	-52.636%	638,976	-710,095	2024-06-30
JPMorgan Chase & Co	1.514%	20.716%	632,277	108,504	2024-06-30
Principal Financial Group Inc	1.583%	-12.628%	611,087	-88,318	2023-09-30
Dimensional Fund Advisors, Inc.	1.413%	6.819%	590,270	37,680	2024-06-30
American Century Companies Inc	1.433%	30.297%	580,768	135,040	2024-06-30
TD Global Investment Solutions – TD Epoch	1.400%	-29.011%	567,455	-231,896	2024-03-31
Massachusetts Financial Services Company	1.386%	-30.226%	534,899	-231,718	2023-03-31
Northern Trust Corp	1.283%	1.577%	495,230	7,686	2023-09-30
Atlanta Capital Management Company,LLC	1.261%	58.815%	477,490	176,831	2022-09-30
Bank of America Corp	1.205%	1.200%	465,047	5,516	2023-06-30
Ameriprise Financial Inc	1.183%	-2.807%	447,991	-12,938	2022-06-30

Mutual Fund Ownership

iShares Core S&P Mid-Cap ETF is the biggest individual fund holder of Hamilton Lane Inc (HLNE), owning a total of 1.3 million shares. Combined, the top 33 mutual fund holders of HLNE own 49.97% of the company with a total of 20.5 million shares.

In the latest ownership report on October 31st 2024, the top 33 fund holders increased their combined ownership of HLNE by 2 thousand shares. 1 funds bought 688 total additional shares and increased their ownership by an average of 0.05%. However 1 funds sold 2,226 total shares and decreased their ownership by an average of 0.22%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Hamilton Lane decreased by a net total of -1,538 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.055%	0.054%	1,276,123	688	2024-10-31
iShares Russell 2000 ETF	2.365%	-0.225%	987,867	-2,226	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.055%	0.054%	1,276,123	688	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.571%	1.946%	992,410	18,947	2023-03-31
iShares Russell 2000 ETF	2.365%	-0.225%	987,867	-2,226	2024-10-31
Van Berkom Sm-Cap Eq	2.081%	0.000%	869,048	869,048	2024-06-30
Vanguard Total Stock Mkt Idx Inv	2.028%	-30.224%	846,880	-366,835	2024-09-30
Federated Hermes Kaufmann Small Cap A	2.011%	-2.890%	840,000	-25,000	2024-09-30
Federated Hermes Kaufmann Small Cap Grow	2.011%	-2.890%	840,000	-25,000	2024-09-30
Delaware US Small Cap Core Equity (SMA)	1.969%	-8.586%	798,254	-74,977	2024-03-31
Macquarie US Small Cap Core Equity	1.969%	-8.586%	798,254	-74,977	2024-03-31
Invesco Discovery A	1.769%	2.197%	738,733	15,882	2024-09-30
Invesco OFI Small Cap Growth	1.769%	-7.731%	738,733	-61,899	2024-09-30
Wasatch Core Growth	1.700%	-13.623%	710,275	-112,025	2024-09-30
Vanguard Small Cap Index	1.579%	-32.273%	659,533	-314,277	2024-09-30
Federated Hermes Kaufmann R	1.523%	-9.013%	636,000	-63,000	2024-09-30
Federated Hermes Kaufmann Growth	1.523%	-9.013%	636,000	-63,000	2024-09-30
ClearBridge Small Cap Growth	1.481%	-7.521%	618,462	-50,300	2024-09-30
ClearBridge Small Cap Growth A	1.481%	-24.630%	618,462	-202,100	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.427%	0.816%	596,002	4,821	2024-09-30
Wasatch Small Cap Value	1.412%	12.157%	545,059	59,081	2023-03-31
Hartford MidCap Y	1.299%	2.839%	542,730	14,983	2024-09-30
MFS New Discovery I	1.289%	0.000%	495,575	0	2023-02-28
Vanguard Extended Market Index Investor	1.274%	0.084%	491,646	413	2023-08-31
Neuberger Berman Genesis Inv	1.051%	-0.484%	438,852	-2,136	2024-09-30
Vanguard Mid Cap Growth Inv	1.121%	-22.910%	432,649	-128,580	2023-09-30
TD U.S. Capital Reinvestment I	0.980%	32.271%	409,462	99,900	2023-12-31
Delaware Small Cap Core I	0.948%	-0.616%	396,079	-2,455	2024-09-30
Fidelity Small Cap Index	0.942%	-2.485%	393,249	-10,022	2024-08-31
American Century U.S. Small Cap Growth	0.926%	68.816%	375,282	152,980	2024-06-30
American Century Small Cap Growth Inv	0.926%	68.816%	375,282	152,980	2024-06-30
Vanguard Small Cap Growth Index Inv	0.870%	-32.411%	363,527	-174,321	2024-09-30
Fidelity® Small Cap Index	0.912%	2.718%	351,876	9,312	2023-10-31
Loomis Sayles Small Cap Growth Instl	0.910%	-1.385%	351,141	-4,931	2023-10-31
TD Global Equity Growth - I	0.800%	-1.017%	324,255	-3,332	2023-12-31