Hamilton Lane (HLNE) Institutional Ownership

$113.34
-0.15 (-0.13%)
(As of 04/24/2024 ET)

Institutional Ownership Changes (13F Filings) for Hamilton Lane (NASDAQ:HLNE)

Current
Institutional Ownership
Percentage
97.40%
Number of
Institutional Buyers
(last 12 months)
119
Total
Institutional Inflows
(last 12 months)
$488.59M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$366.13M
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HLNE Institutional Buying and Selling by Quarter

Hamilton Lane Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/22/2024 Raymond James & Associates148,218$16.71M0.0%-0.2%0.274%
4/18/2024 Wasatch Advisors LP2,506,994$282.69M1.5%-6.2%4.642%
4/18/2024 AlphaMark Advisors LLC2,683$303K0.1%N/A0.005%
4/10/2024 Park Avenue Securities LLC2,733$308K0.0%+12.2%0.005%
4/5/2024 Los Angeles Capital Management LLC24,154$2.72M0.0%-10.7%0.045%
4/5/2024 NBC Securities Inc.8,024$914K0.1%-6.2%0.015%
3/29/2024Kapitalo Investimentos Ltda1,306$148K0.0%-66.7%0.002%
3/11/2024Vanguard Group Inc.3,395,427$385.18M0.0%+6.6%6.287%
3/5/2024Wellington Management Group LLP1,498,699$170.01M0.0%-37.3%2.775%
3/1/2024Goldman Sachs Group Inc.234,165$26.56M0.0%-0.9%0.434%
2/26/2024Virtu Financial LLC6,200$703K0.1%N/A0.011%
2/15/2024Argent Capital Management LLC4,155$471K0.0%+42.8%0.008%
2/14/2024 Wasatch Advisors LP2,672,700$303.19M1.7%-5.0%4.949%
2/14/2024Personal CFO Solutions LLC4,220$479K0.1%+4.9%0.008%
2/13/2024Epoch Investment Partners Inc.799,351$90.68M0.4%+108.6%1.480%
2/13/2024Campbell & CO Investment Adviser LLC15,035$1.71M0.2%N/A0.028%
2/12/2024Alberta Investment Management Corp24,101$2.73M0.0%+64.6%0.045%
2/12/2024Axiom Investors LLC DE136,100$15.44M0.2%+227.0%0.252%
2/12/2024Evoke Wealth LLC41,445$4.72M0.1%N/A0.077%
2/12/2024TD Asset Management Inc1,143,179$129.68M0.1%+249.5%2.117%
2/12/2024Hsbc Holdings PLC9,730$1.11M0.0%-10.6%0.018%
2/9/2024Nomura Asset Management Co. Ltd.1,953$222K0.0%+21.4%0.004%
2/9/2024Orion Portfolio Solutions LLC9,344$1.03M0.0%-4.6%0.017%
2/9/2024Clearbridge Investments LLC1,413,804$160.38M0.1%+14.6%2.618%
2/9/2024Wells Fargo & Company MN85,822$9.74M0.0%-30.7%0.159%
2/9/2024Associated Banc Corp1,914$217K0.0%N/A0.004%
2/9/2024Norges Bank380,777$43.20M0.0%N/A0.705%
2/8/2024M. Kulyk & Associates LLC2,072$235K0.1%N/A0.004%
2/8/2024EFG Asset Management North America Corp.16,139$1.83M0.3%+23.2%0.030%
2/8/2024Beacon Pointe Advisors LLC1,823$207K0.0%N/A0.003%
2/8/2024Janney Montgomery Scott LLC3,951$448K0.0%-2.4%0.007%
2/8/2024Massachusetts Financial Services Co. MA297,711$33.77M0.0%-11.5%0.551%
2/7/2024Principal Financial Group Inc.488,164$55.38M0.0%-20.1%0.904%
2/7/2024USA Financial Formulas243$28K0.0%N/A0.000%
2/7/2024Envestnet Portfolio Solutions Inc.2,086$237K0.0%N/A0.004%
2/7/2024Dimensional Fund Advisors LP544,233$61.74M0.0%+4.4%1.008%
2/7/2024 NBC Securities Inc.8,551$970K0.1%-6.6%0.016%
2/7/2024Cary Street Partners Investment Advisory LLC1,956$222K0.0%N/A0.004%
2/7/2024BNP Paribas Financial Markets21,669$2.46M0.0%-22.4%0.040%
2/7/2024Teacher Retirement System of Texas9,804$1.11M0.0%-14.8%0.018%
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2/7/2024Van Hulzen Asset Management LLC10,840$1.23M0.1%+1.8%0.020%
2/7/2024Principal Securities Inc.232$26K0.0%N/A0.000%
2/7/2024TimesSquare Capital Management LLC357,045$40.50M0.6%-23.2%0.661%
2/6/2024Charles Schwab Investment Management Inc.287,005$32.56M0.0%+1.5%0.531%
2/6/2024National Bank of Canada FI65,319$7.06M0.0%+25.1%0.121%
2/6/2024FourThought Financial Partners LLC10,295$1.17M0.1%-4.0%0.019%
2/6/2024M&T Bank Corp9,663$1.10M0.0%-23.2%0.018%
2/6/2024 Amalgamated Bank4,369$496K0.0%-7.6%0.008%
2/6/2024SRS Capital Advisors Inc.508$58K0.0%+345.6%0.001%
2/6/2024 Los Angeles Capital Management LLC27,034$3.07M0.0%-8.0%0.050%
2/6/2024Natixis Advisors L.P.13,506$1.53M0.0%+3.2%0.025%
2/6/2024Swiss National Bank68,500$7.77M0.0%-5.0%0.127%
2/5/2024Victory Capital Management Inc.8,535$968K0.0%-3.2%0.016%
2/5/2024Islay Capital Management LLC3,334$378K0.3%N/A0.006%
2/5/2024Conservest Capital Advisors Inc.2,150$244K0.0%N/A0.004%
2/5/2024Russell Investments Group Ltd.95,259$10.81M0.0%-8.0%0.176%
2/2/2024Truist Financial Corp15,032$1.71M0.0%-38.2%0.028%
2/1/2024 GAMMA Investing LLC418$48K0.0%N/A0.001%
2/1/2024New York State Common Retirement Fund17,459$1.98M0.0%+1.3%0.032%
2/1/2024Jennison Associates LLC142,207$16.13M0.0%-4.5%0.263%
1/31/2024Xponance Inc.2,215$251K0.0%N/A0.004%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 7,831$888K0.0%+5.6%0.014%
1/30/2024Mackenzie Financial Corp4,001$454K0.0%-56.4%0.007%
1/30/2024Strs Ohio12,000$1.36M0.0%-8.4%0.022%
1/26/2024 Harbor Investment Advisory LLC1,044$118K0.0%-23.9%0.002%
1/25/2024Equitable Trust Co.4,989$566K0.0%-27.7%0.009%
1/24/2024 International Assets Investment Management LLC1,248$142K0.0%N/A0.002%
1/24/2024Arizona State Retirement System9,709$1.10M0.0%+4.0%0.018%
1/23/2024Colonial River Wealth Management LLC2,809$319K0.2%N/A0.005%
1/19/2024 Copeland Capital Management LLC951,462$107.93M2.2%-2.6%1.762%
1/16/2024 Raymond James & Associates148,452$16.84M0.0%-19.8%0.275%
1/11/2024Ziegler Capital Management LLC3,525$400K0.0%+57.8%0.007%
1/11/2024Raymond James Trust N.A.3,582$406K0.0%-14.5%0.007%
12/18/2023Vanguard Group Inc.3,185,272$288.08M0.0%+0.9%5.898%
12/13/2023Teachers Retirement System of The State of Kentucky25,559$2.31M0.0%-54.1%0.047%
12/6/2023Citigroup Inc.3,645$330K0.0%-78.3%0.007%
12/1/2023Wellington Management Group LLP2,389,395$216.10M0.0%-16.1%4.424%
11/30/2023American Century Companies Inc.443,235$40.09M0.0%-4.3%0.821%
11/17/2023TimesSquare Capital Management LLC465,090$42.06M0.7%-31.8%0.861%
11/16/2023Creative Planning74,255$6.72M0.0%+1.5%0.138%
11/15/2023Sei Investments Co.177,447$16.05M0.0%-15.2%0.329%
11/15/2023Alps Advisors Inc.28,724$2.60M0.0%+29.1%0.053%
11/15/2023Alberta Investment Management Corp14,641$1.32M0.0%-22.5%0.027%
11/14/2023Richard Bernstein Advisors LLC30,672$2.77M0.0%N/A0.057%
11/14/2023Fred Alger Management LLC754,845$68.27M0.4%-2.4%1.398%
11/14/2023California State Teachers Retirement System37,075$3.35M0.0%-8.4%0.069%
11/14/2023Qube Research & Technologies Ltd23,707$2.14M0.0%+19.8%0.044%
11/14/2023O Shaughnessy Asset Management LLC3,391$307K0.0%N/A0.006%
11/13/2023Epoch Investment Partners Inc.383,248$34.66M0.2%-2.4%0.710%
11/13/2023Natixis Advisors L.P.13,089$1.18M0.0%+9.2%0.024%
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11/13/2023Northern Trust Corp495,230$44.79M0.0%+1.6%0.917%
11/13/2023Federated Hermes Inc.1,581,900$143.07M0.4%-0.2%2.929%
11/13/2023Stifel Financial Corp30,891$2.79M0.0%+5.4%0.057%
11/13/2023Fuller & Thaler Asset Management Inc.10,280$930K0.0%-2.2%0.019%
11/13/2023Clearbridge Investments LLC1,233,931$111.60M0.1%-0.3%2.285%
11/13/2023Acadian Asset Management LLC3,097$279K0.0%+54.2%0.006%
11/13/2023Hsbc Holdings PLC10,886$988K0.0%-30.5%0.020%
11/13/2023ClariVest Asset Management LLC31,239$2.83M0.2%N/A0.058%
11/13/2023CI Investments Inc.1,719$155K0.0%N/A0.003%
11/13/2023Pearl River Capital LLC3,206$290K0.0%N/A0.006%
(Data available from 1/1/2016 forward)

HLNE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HLNE shares?

During the previous two years, 193 institutional investors and hedge funds held shares of Hamilton Lane. The most heavily invested institutionals were Vanguard Group Inc. ($385.18M), Wasatch Advisors LP ($282.69M), Wellington Management Group LLP ($170.01M), Clearbridge Investments LLC ($160.38M), Federated Hermes Inc. ($143.07M), TD Asset Management Inc ($129.68M), and Invesco Ltd. ($109.27M).Learn more on HLNE's institutional investors.

What percentage of Hamilton Lane stock is owned by institutional investors?

97.40% of Hamilton Lane stock is owned by institutional investors. Learn more on HLNE's institutional investor holdings.

Which institutional investors have been buying Hamilton Lane stock?

Of the 170 institutional investors that purchased Hamilton Lane stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TD Asset Management Inc ($1.15M), Van Berkom & Associates Inc. ($967.14K), Epoch Investment Partners Inc. ($808.93K), Clearbridge Investments LLC ($550.11K), Wasatch Advisors LP ($421.77K), Norges Bank ($380.78K), and Copeland Capital Management LLC ($343.66K).

How much institutional buying is happening at Hamilton Lane?

Institutional investors have bought a total of 9,164,264 shares in the last 24 months. This purchase volume represents approximately $762.66M in transactions.

Which Hamilton Lane major shareholders have been selling company stock?

Of the 99 institutional investors that sold Hamilton Lane stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($1.59M), TimesSquare Capital Management LLC ($647.71K), Fred Alger Management LLC ($552.39K), Wasatch Advisors LP ($474.76K), Principal Financial Group Inc. ($232.97K), Thrivent Financial for Lutherans ($158.02K), and Jennison Associates LLC ($152.96K).

How much institutional selling is happening at Hamilton Lane?

Institutional investors have sold a total of 4,938,048 shares in the last 24 months. This volume of shares sold represents approximately $439.59M in transactions.


This page (NASDAQ:HLNE) was last updated on 4/25/2024 by MarketBeat.com Staff

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