Hamilton Lane Ownership 2024 | Who Owns Hamilton Lane Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

96.38%

Insider Ownership

7.33%

Retail Ownership

-3.71%

Institutional Holders

231.00

Hamilton Lane Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	9.00%	0.01%	3,395,427	210,155	6.60%	385,177,239	Dec 31, 2023
BLACKROCK INC.	8.53%	0.01%	3,217,043	166,513	5.46%	364,941,360	Dec 31, 2023
WASATCH ADVISORS LP	7.09%	1.67%	2,672,700	-139,845	-4.97%	303,191,088	Dec 31, 2023
FEDERATED HERMES, INC.	4.19%	0.45%	1,581,900	-	-	179,450,736	Dec 31, 2023
WELLINGTON MANAGEMENT GROUP LLP	3.97%	0.03%	1,498,699	1,498,699	100.00%	170,012,415	Dec 31, 2023
CLEARBRIDGE INVESTMENTS, LLC	3.75%	0.14%	1,413,804	179,873	14.58%	160,381,941	Dec 31, 2023
MACQUARIE GROUP LTD	3.10%	0.15%	1,168,362	-80,865	-6.47%	132,539,000	Dec 31, 2023
TD ASSET MANAGEMENT INC	3.03%	0.13%	1,143,179	816,102	249.51%	129,682,226	Dec 31, 2023
INVESCO LTD.	2.96%	0.03%	1,115,712	-92,516	-7.66%	126,566,403	Dec 31, 2023
COPELAND CAPITAL MANAGEMENT, LLC	2.52%	2.16%	951,462	-25,699	-2.63%	107,933,822,000	Dec 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	2.32%	0.01%	876,286	37,430	4.46%	99,416,392	Dec 31, 2023
LOOMIS SAYLES & CO L P	2.31%	0.15%	870,545	-79,320	-8.35%	98,754,000	Dec 31, 2023
VAN BERKOM & ASSOCIATES INC.	2.27%	2.83%	858,056	-95,241	-9.99%	97,338,000	Dec 31, 2023
STATE STREET CORP	2.21%	0.00%	833,752	20,272	2.49%	94,947,517	Dec 31, 2023
EPOCH INVESTMENT PARTNERS, INC.	2.12%	0.41%	799,351	416,103	108.57%	90,678,377	Dec 31, 2023
MILLENNIUM MANAGEMENT LLC	1.98%	0.04%	747,918	-65,409	-8.04%	84,843,818	Dec 31, 2023
FRED ALGER MANAGEMENT, LLC	1.89%	0.44%	712,189	-42,656	-5.65%	80,790,720	Dec 31, 2023
NEUBERGER BERMAN GROUP LLC	1.88%	0.07%	708,875	-7,470	-1.04%	80,414,780	Dec 31, 2023
MORGAN STANLEY	1.79%	0.01%	675,931	59,131	9.59%	76,677,742	Dec 31, 2023
DIMENSIONAL FUND ADVISORS LP	1.44%	0.02%	544,233	22,832	4.38%	61,740,244	Dec 31, 2023

Hamilton Lane's largest institutional shareholder is VANGUARD GROUP INC, holding 9.00% of the company's total share outstanding, currently valued at $385.18M. The top 10 institutional shareholders own together 48.14% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BULLSEYE ASSET MANAGEMENT LLC	0.17%	3.42%	62,888	-	-	7,134,000	Dec 31, 2023
VAN BERKOM & ASSOCIATES INC.	2.27%	2.83%	858,056	-95,241	-9.99%	97,338,000	Dec 31, 2023
COPELAND CAPITAL MANAGEMENT, LLC	2.52%	2.16%	951,462	-25,699	-2.63%	107,933,822,000	Dec 31, 2023
WASATCH ADVISORS LP	7.09%	1.67%	2,672,700	-139,845	-4.97%	303,191,088	Dec 31, 2023
TIMESSQUARE CAPITAL MANAGEMENT, LLC	0.95%	0.60%	357,045	-108,045	-23.23%	40,503,000	Dec 31, 2023
FEDERATED HERMES, INC.	4.19%	0.45%	1,581,900	-	-	179,450,736	Dec 31, 2023
SIERRA CAPITAL LLC	0.07%	0.44%	26,478	-	-	3,004,000	Dec 31, 2023
FRED ALGER MANAGEMENT, LLC	1.89%	0.44%	712,189	-42,656	-5.65%	80,790,720	Dec 31, 2023
EPOCH INVESTMENT PARTNERS, INC.	2.12%	0.41%	799,351	416,103	108.57%	90,678,377	Dec 31, 2023
YORKTOWN MANAGEMENT & RESEARCH CO INC	0.01%	0.39%	3,300	-	-	374,352	Dec 31, 2023
KORNITZER CAPITAL MANAGEMENT INC /KS	0.47%	0.39%	176,478	-	-	20,019,664	Dec 31, 2023
DELAP WEALTH ADVISORY, LLC	0.02%	0.37%	7,282	3,346	85.01%	826,070	Dec 31, 2023
DARK FOREST CAPITAL MANAGEMENT LP	0.06%	0.36%	21,358	21,358	100.00%	2,422,852	Dec 31, 2023
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP.	0.04%	0.35%	16,139	3,034	23.15%	1,830,163	Dec 31, 2023
DF DENT & CO INC	0.61%	0.35%	230,416	-63,537	-21.61%	26,138,398	Dec 31, 2023
KEEBECK WEALTH MANAGEMENT, LLC	0.04%	0.32%	16,948	3,542	26.42%	1,930,093	Dec 31, 2023
SEGALL BRYANT & HAMILL, LLC	0.37%	0.31%	140,436	455	0.33%	15,931,060	Dec 31, 2023
ISLAY CAPITAL MANAGEMENT, LLC	0.01%	0.29%	3,334	3,334	100.00%	378,209	Dec 31, 2023
	0.01%	0.22%	1,912	1,912	100.00%	216,744	Dec 31, 2023
COLONIAL RIVER WEALTH MANAGEMENT, LLC	0.01%	0.19%	2,809	2,809	100.00%	318,653,000	Dec 31, 2023

The largest Hamilton Lane shareholder by % of total assets is BULLSEYE ASSET MANAGEMENT LLC. The company owns 62.89K shares of Hamilton Lane (HLNE), representing 3.42% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
WELLINGTON MANAGEMENT GROUP LLP	3.97%	0.03%	1,498,699	1,498,699	100.00%	170,012,415	Dec 31, 2023
TD ASSET MANAGEMENT INC	3.03%	0.13%	1,143,179	816,102	249.51%	129,682,226	Dec 31, 2023
EPOCH INVESTMENT PARTNERS, INC.	2.12%	0.41%	799,351	416,103	108.57%	90,678,377	Dec 31, 2023
NORGES BANK	1.01%	0.01%	380,777	380,777	100.00%	43,195,343	Dec 31, 2023
PRICE T ROWE ASSOCIATES INC /MD/	0.91%	0.01%	343,354	324,136	1686.63%	38,951,000	Dec 31, 2023
LORD, ABBETT & CO. LLC	0.76%	0.12%	285,214	285,214	100.00%	32,354,000	Dec 31, 2023
VANGUARD GROUP INC	9.00%	0.01%	3,395,427	210,155	6.60%	385,177,239	Dec 31, 2023
CLEARBRIDGE INVESTMENTS, LLC	3.75%	0.14%	1,413,804	179,873	14.58%	160,381,941	Dec 31, 2023
BLACKROCK INC.	8.53%	0.01%	3,217,043	166,513	5.46%	364,941,360	Dec 31, 2023
BARCLAYS PLC	0.56%	0.01%	210,563	114,748	119.76%	23,887,000	Dec 31, 2023
AMERICAN CENTURY COMPANIES INC	1.44%	0.04%	543,180	99,945	22.55%	61,618,359,000	Dec 31, 2023
CITADEL ADVISORS LLC	0.84%	0.01%	318,386	98,361	44.70%	36,117,708	Dec 31, 2023
AXIOM INVESTORS LLC /DE	0.36%	0.15%	136,100	94,482	227.02%	15,439,184	Dec 31, 2023
MORGAN STANLEY	1.79%	0.01%	675,931	59,131	9.59%	76,677,742	Dec 31, 2023
DEUTSCHE BANK AG\	0.16%	0.00%	60,284	41,997	229.65%	6,838,617	Dec 31, 2023
EVOKE WEALTH, LLC	0.11%	0.10%	41,445	41,445	100.00%	4,719,964	Dec 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	2.32%	0.01%	876,286	37,430	4.46%	99,416,392	Dec 31, 2023
BESSEMER GROUP INC	0.43%	0.04%	162,191	31,796	24.38%	18,399,000	Dec 31, 2023
DIMENSIONAL FUND ADVISORS LP	1.44%	0.02%	544,233	22,832	4.38%	61,740,244	Dec 31, 2023
BANK OF NEW YORK MELLON CORP	0.68%	0.01%	255,359	22,074	9.46%	28,967,884	Dec 31, 2023

As of Dec 31 2023, Hamilton Lane's largest institutional buyer is WELLINGTON MANAGEMENT GROUP LLP. The company purchased 1.50M stocks of HLNE, valued at $170.01M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
WASATCH ADVISORS LP	7.09%	1.67%	2,672,700	-139,845	-4.97%	303,191,088	Dec 31, 2023
PRINCIPAL FINANCIAL GROUP INC	1.29%	0.04%	488,164	-122,923	-20.12%	55,377,389	Dec 31, 2023
TIMESSQUARE CAPITAL MANAGEMENT, LLC	0.95%	0.60%	357,045	-108,045	-23.23%	40,503,000	Dec 31, 2023
VAN BERKOM & ASSOCIATES INC.	2.27%	2.83%	858,056	-95,241	-9.99%	97,338,000	Dec 31, 2023
INVESCO LTD.	2.96%	0.03%	1,115,712	-92,516	-7.66%	126,566,403	Dec 31, 2023
MACQUARIE GROUP LTD	3.10%	0.15%	1,168,362	-80,865	-6.47%	132,539,000	Dec 31, 2023
LOOMIS SAYLES & CO L P	2.31%	0.15%	870,545	-79,320	-8.35%	98,754,000	Dec 31, 2023
NFJ INVESTMENT GROUP, LLC	-	-	-	-71,523	-100.00%	-	Dec 31, 2023
MILLENNIUM MANAGEMENT LLC	1.98%	0.04%	747,918	-65,409	-8.04%	84,843,818	Dec 31, 2023
DF DENT & CO INC	0.61%	0.35%	230,416	-63,537	-21.61%	26,138,398	Dec 31, 2023
AMERIPRISE FINANCIAL INC	0.76%	0.01%	287,017	-62,439	-17.87%	32,559,312	Dec 31, 2023
FRED ALGER MANAGEMENT, LLC	1.89%	0.44%	712,189	-42,656	-5.65%	80,790,720	Dec 31, 2023
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.79%	0.01%	297,711	-38,687	-11.50%	33,772,336	Dec 31, 2023
WELLS FARGO & COMPANY/MN	0.23%	0.00%	85,822	-37,989	-30.68%	9,735,668	Dec 31, 2023
RAYMOND JAMES & ASSOCIATES	0.39%	0.01%	148,452	-36,586	-19.77%	16,840,366	Dec 31, 2023
MAN GROUP PLC	0.06%	0.01%	21,302	-35,507	-62.50%	2,416,499	Dec 31, 2023
EXODUSPOINT CAPITAL MANAGEMENT, LP	-	-	-	-25,935	-100.00%	-	Dec 31, 2023
COPELAND CAPITAL MANAGEMENT, LLC	2.52%	2.16%	951,462	-25,699	-2.63%	107,933,822,000	Dec 31, 2023
SEI INVESTMENTS CO	0.41%	0.03%	152,955	-24,492	-13.80%	17,351,079	Dec 31, 2023
POLEN CAPITAL MANAGEMENT LLC	0.25%	0.16%	95,403	-19,392	-16.89%	67,858,652	Dec 31, 2023

As of Dec 31 2023, Hamilton Lane's biggest institutional seller is WASATCH ADVISORS LP. The company sold -0.14M shares of HLNE, valued at $303.19M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NORGES BANK	1.01%	0.01%	380,777	380,777	100.00%	43,195,343	Dec 31, 2023
LORD, ABBETT & CO. LLC	0.76%	0.12%	285,214	285,214	100.00%	32,354,000	Dec 31, 2023
EVOKE WEALTH, LLC	0.11%	0.10%	41,445	41,445	100.00%	4,719,964	Dec 31, 2023
DARK FOREST CAPITAL MANAGEMENT LP	0.06%	0.36%	21,358	21,358	100.00%	2,422,852	Dec 31, 2023
PEAK6 INVESTMENTS LLC	0.04%	0.01%	16,848	16,848	100.00%	1,911,237	Dec 31, 2023
PEAK6 INVESTMENTS LLC	0.04%	0.01%	16,800	16,800	100.00%	1,905,792	Dec 31, 2023
CAMPBELL & CO INVESTMENT ADVISER LLC	0.04%	0.15%	15,035	15,035	100.00%	1,705,570	Dec 31, 2023
JEFFERIES FINANCIAL GROUP INC.	0.03%	0.01%	11,300	11,300	100.00%	1,281,872	Dec 31, 2023
	0.01%	0.00%	5,489	5,489	100.00%	623,151	Dec 31, 2023
SQUAREPOINT OPS LLC	0.01%	0.00%	5,262	5,262	100.00%	596,921	Dec 31, 2023
ISLAY CAPITAL MANAGEMENT, LLC	0.01%	0.29%	3,334	3,334	100.00%	378,209	Dec 31, 2023
COLONIAL RIVER WEALTH MANAGEMENT, LLC	0.01%	0.19%	2,809	2,809	100.00%	318,653,000	Dec 31, 2023
CENTIVA CAPITAL, LP	0.01%	0.01%	2,301	2,301	100.00%	261,025	Dec 31, 2023
WALLEYE CAPITAL LLC	0.01%	0.00%	2,223	2,223	100.00%	252,177	Dec 31, 2023
XPONANCE, INC.	0.01%	0.00%	2,215	2,215	100.00%	251,270	Dec 31, 2023
CONSERVEST CAPITAL ADVISORS, INC.	0.01%	0.03%	2,150	2,150	100.00%	243,896	Dec 31, 2023
MARTINGALE ASSET MANAGEMENT L P	0.01%	0.00%	2,105	2,105	100.00%	238,792	Dec 31, 2023
	0.01%	0.00%	2,086	2,086	100.00%	236,687	Dec 31, 2023
M. KULYK & ASSOCIATES, LLC	0.01%	0.05%	2,072	2,072	100.00%	235,048	Dec 31, 2023
BREVAN HOWARD CAPITAL MANAGEMENT LP	0.01%	0.00%	1,976	1,976	100.00%	224,157	Dec 31, 2023
CETERA INVESTMENT ADVISERS	0.01%	0.00%	1,964	1,964	100.00%	222,800	Dec 31, 2023
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	0.01%	0.01%	1,956	1,956	100.00%	221,932	Dec 31, 2023
ASSOCIATED BANC-CORP	0.01%	0.01%	1,914	1,914	100.00%	217,124	Dec 31, 2023
	0.01%	0.22%	1,912	1,912	100.00%	216,744	Dec 31, 2023
BEACON POINTE ADVISORS, LLC	0.00%	0.00%	1,823	1,823	100.00%	206,802	Dec 31, 2023
HIGHTOWER ADVISORS, LLC	0.00%	0.00%	1,791	1,791	100.00%	202,000	Dec 31, 2023
SIMPLEX TRADING, LLC	0.00%	0.00%	1,303	1,303	100.00%	147,000	Dec 31, 2023
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.00%	0.00%	1,248	1,248	100.00%	11,000	Dec 31, 2023
	0.00%	0.08%	718	718	100.00%	81,450	Dec 31, 2023
	0.00%	0.01%	418	418	100.00%	48,463	Dec 31, 2023
SYSTM WEALTH SOLUTIONS LLC	0.00%	0.01%	345	345	100.00%	39,172	Dec 31, 2023
USA FINANCIAL PORTFORMULAS CORP	0.00%	0.00%	243	243	100.00%	27,566	Dec 31, 2023
	0.00%	0.00%	232	232	100.00%	26,318	Dec 31, 2023
ADVISORY SERVICES NETWORK, LLC	0.00%	0.00%	207	207	100.00%	23,466	Dec 31, 2023
ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.00%	0.00%	197	197	100.00%	22,348	Dec 31, 2023
	0.00%	0.00%	158	158	100.00%	17,974	Dec 31, 2023
NEWEDGE ADVISORS, LLC	0.00%	0.00%	156	156	100.00%	17,697	Dec 31, 2023
MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.00%	-	110	110	100.00%	11,906	Dec 31, 2023
	0.00%	0.00%	109	109	100.00%	12,365	Dec 31, 2023
BOK FINANCIAL PRIVATE WEALTH, INC.	0.00%	0.00%	29	29	100.00%	3,290	Dec 31, 2023
	0.00%	0.00%	21	21	100.00%	2,382	Dec 31, 2023
GLOBEFLEX CAPITAL L P	-	0.00%	10	10	100.00%	1,134	Dec 31, 2023
GLOBAL RETIREMENT PARTNERS, LLC	-	-	9	9	100.00%	1,021,000	Dec 31, 2023
	-	0.00%	6	6	100.00%	681	Dec 31, 2023

Hamilton Lane's largest new institutional shareholder by number of shares is NORGES BANK, purchased 380.78K shares, valued at $43.20M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NFJ INVESTMENT GROUP, LLC	-	-	-	-71,523	-100.00%	-	Dec 31, 2023
EXODUSPOINT CAPITAL MANAGEMENT, LP	-	-	-	-25,935	-100.00%	-	Dec 31, 2023
D. E. SHAW & CO., INC.	-	-	-	-16,265	-100.00%	-	Dec 31, 2023
QUANTBOT TECHNOLOGIES LP	-	-	-	-7,058	-100.00%	-	Dec 31, 2023
SUMMIT GLOBAL INVESTMENTS	-	-	-	-4,249	-100.00%	-	Dec 31, 2023
ALPHAMARK ADVISORS, LLC	-	-	-	-3,072	-100.00%	-	Dec 31, 2023
PETRUS TRUST COMPANY, LTA	-	-	-	-2,919	-100.00%	-	Dec 31, 2023
POINT72 ASSET MANAGEMENT, L.P.	-	-	-	-1,900	-100.00%	-	Dec 31, 2023
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	-	-	-	-1,447	-100.00%	-	Dec 31, 2023
CUBIST SYSTEMATIC STRATEGIES, LLC	-	-	-	-429	-100.00%	-	Dec 31, 2023
SPIRE WEALTH MANAGEMENT	-	-	-	-250	-100.00%	-	Dec 31, 2023
WEST TOWER GROUP, LLC	-	-	-	-47	-100.00%	-	Dec 31, 2023
MASSMUTUAL TRUST CO FSB/ADV	-	-	-	-25	-100.00%	-	Dec 31, 2023
EVERSOURCE WEALTH ADVISORS, LLC	-	-	-	-10	-100.00%	-	Dec 31, 2023
BAKER AVENUE ASSET MANAGEMENT, LP	-	-	-	-7	-100.00%	-	Dec 31, 2023
CREWE ADVISORS LLC	-	-	-	-2	-100.00%	-	Dec 31, 2023

Hamilton Lane's largest sold out institutional shareholder by shares sold is NFJ INVESTMENT GROUP, LLC, sold -71.52K shares, valued at -, as of undefined.

Hamilton Lane Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Segall Bryant & Hamill Trust	8.77%	47,251	-	-	Nov 30, 2023
Copeland Trust	0.78%	20,855	-209	-0.99%	Nov 30, 2023
LIBERTY ALL STAR GROWTH FUND INC.	0.31%	35,091	-	-	Sep 30, 2023
AMG FUNDS	0.24%	35,000	-	-	Oct 31, 2023
ALGER FUNDS	0.18%	213,604	-23,427	-9.88%	Oct 31, 2023
Alger ETF Trust	0.18%	1,122	-	-	Sep 30, 2023
WASATCH FUNDS TRUST	0.15%	1,319,177	-6,659	-0.50%	Dec 31, 2023
HARTFORD HLS SERIES FUND II INC	0.11%	30,514	-	-	Sep 30, 2023
WANGER ADVISORS TRUST	0.09%	64,164	-	-	Sep 30, 2023
DELAWARE GROUP EQUITY FUNDS V	0.08%	873,231	-59,130	-6.34%	Nov 30, 2023
COLUMBIA ACORN TRUST	0.06%	239,603	-	-	Sep 30, 2023
OSI ETF Trust	0.06%	9,604	515	5.67%	Mar 31, 2022
NEUBERGER BERMAN EQUITY FUNDS	0.04%	467,315	-1,088	-0.23%	Nov 30, 2023
FIRST INVESTORS EQUITY FUNDS	0.03%	165,245	165,245	-	Sep 30, 2019
ALGER FUNDS II	0.03%	16,465	-4,054	-19.76%	Oct 31, 2023
AMERICAN CENTURY MUTUAL FUNDS, INC.	0.03%	289,901	13,056	4.72%	Oct 31, 2023
BUFFALO FUNDS	0.03%	176,478	-	-	Sep 30, 2023
LEGG MASON PARTNERS VARIABLE EQUITY TRUST	0.02%	92,003	-	-	Sep 29, 2023
PRUDENTIAL JENNISON BLEND FUND, INC.	0.02%	12,994	809	6.64%	Nov 30, 2023
LORD ABBETT SECURITIES TRUST	0.02%	119,146	-	-	Oct 31, 2023
SARATOGA ADVANTAGE TRUST	0.01%	1,281	-	-	Nov 30, 2023
DEUTSCHE DWS INVESTMENTS VIT FUNDS	0.01%	5,492	-192	-3.38%	Sep 30, 2023
FIDELITY CAPITAL TRUST	0.01%	104,300	-	-	Oct 31, 2023
MFS SERIES TRUST I	0.01%	220,944	-	-	Nov 30, 2023
QUANTITATIVE MASTER SERIES LLC	0.01%	62,006	-1,556	-2.45%	Sep 30, 2023
PRUDENTIAL JENNISON SMALL CO FUND, INC.	0.01%	48,286	-	-	Sep 29, 2023
T. Rowe Price Small-Cap Value Fund, Inc.	0.01%	71,724	-	-	Sep 30, 2023
FIRST INVESTORS LIFE SERIES FUNDS	0.01%	31,855	31,855	-	Sep 30, 2019
UNIFIED SERIES TRUST	0.01%	45,700	-	-	Nov 30, 2023
FundVantage Trust	0.01%	44,103	-1,320	-2.91%	Oct 31, 2023
Fidelity Central Investment Portfolios LLC	0.01%	162,990	-	-	Nov 30, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND	0.01%	35,590	258	0.73%	Oct 31, 2023
GOLDMAN SACHS VARIABLE INSURANCE TRUST	0.01%	1,102	-	-	Dec 31, 2023
abrdn Funds	0.01%	118,061	-	-	Oct 31, 2023
EATON VANCE GROWTH TRUST	0.01%	18,513	18,513	-	Nov 30, 2023
Calvert Responsible Index Series, Inc.	0.01%	12,646	-	-	Sep 30, 2023
SMALLCAP WORLD FUND INC	0.01%	442,970	-	-	Sep 30, 2023
VANGUARD INDEX FUNDS	0.01%	2,831,603	18,019	0.64%	Sep 30, 2023
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.	0.01%	11,671	-3,158	-21.30%	Sep 30, 2023
FIDELITY COMMONWEALTH TRUST	0.01%	14,526	-1,715	-10.56%	Nov 30, 2023
Nuveen S&P 500 Dynamic Overwrite Fund	0.01%	492	-	-	Sep 30, 2023
BlackRock Advantage SMID Cap Fund, Inc.	0.01%	1,221	-	-	Sep 29, 2023
FIRST TRUST VARIABLE INSURANCE TRUST	0.01%	29,429	-	-	Sep 29, 2023
MASTER ADVANTAGE SMID CAP LLC	0.01%	660	-	-	Dec 31, 2020
HARBOR FUNDS	0.01%	112,649	-	-	Oct 31, 2023
OAK ASSOCIATES FUNDS	0.00%	6,050	-	-	Oct 31, 2023
Collaborative Investment Series Trust	0.00%	1,880	-	-	Sep 30, 2023
FIDELITY ADVISOR SERIES VII	0.00%	35,500	-	-	Oct 31, 2023
ALPS ETF Trust	0.00%	31,352	6,718	27.27%	Nov 30, 2023
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST)	0.00%	937,963	-25,473	-2.64%	Nov 30, 2023
VANGUARD WHITEHALL FUNDS	0.00%	326,649	-203,336	-38.37%	Oct 31, 2023
FEDERATED HERMES INSURANCE SERIES	0.00%	17,900	-2,800	-13.53%	Sep 30, 2023
FIDELITY SECURITIES FUND	0.00%	323,883	-	-	Oct 31, 2023
TIAA SEPARATE ACCOUNT VA 1	0.00%	904	-	-	Sep 30, 2023
John Hancock Exchange-Traded Fund Trust	0.00%	20,395	12,392	154.84%	Oct 31, 2023
AMG Funds I	0.00%	5,827	-	-	Oct 31, 2023
AB VARIABLE PRODUCTS SERIES FUND, INC.	0.00%	14,437	-	-	Sep 30, 2023
MML SERIES INVESTMENT FUND	0.00%	32,520	-7,551	-18.84%	Sep 30, 2023
Brown Advisory Funds	0.00%	116,828	-	-	Sep 30, 2023
Forethought Variable Insurance Trust	0.00%	10,086	-	-	Sep 29, 2023
AGF Investments Trust	0.00%	-99	-	-	Sep 30, 2023
MFS VARIABLE INSURANCE TRUST	0.00%	64,270	-	-	Sep 30, 2023
Virtus Investment Trust	0.00%	67,321	-106,444	-61.26%	Sep 29, 2023
Principal Exchange-Traded Funds	0.00%	18,103	-	-	Sep 30, 2023
HARTFORD SERIES FUND INC	0.00%	82,230	-944	-1.13%	Sep 30, 2023
DELAWARE VIP TRUST	0.00%	6,401	-72	-1.11%	Sep 29, 2023
DRIEHAUS MUTUAL FUNDS	0.00%	16,625	-	-	Sep 29, 2023
FIDELITY CONCORD STREET TRUST	0.00%	331,605	10,061	3.13%	Nov 30, 2023
ROYCE FUND	0.00%	11,500	-	-	Sep 30, 2023
Calvert Variable Products, Inc.	0.00%	3,785	152	4.18%	Dec 31, 2023
ALGER PORTFOLIOS	0.00%	426	-	-	Sep 30, 2023
FIDELITY SELECT PORTFOLIOS	0.00%	61,100	23,700	63.37%	Nov 30, 2023
JNL VARIABLE FUND LLC	0.00%	6,125	-	-	Mar 31, 2020
NATIONWIDE VARIABLE INSURANCE TRUST	0.00%	51,243	-10,924	-17.57%	Sep 30, 2023
THRIVENT MUTUAL FUNDS	0.00%	90,778	3,491	4.00%	Oct 31, 2023
SCHWAB STRATEGIC TRUST	0.00%	185,987	11,299	6.47%	Nov 30, 2023
FIDELITY PURITAN TRUST	0.00%	52,876	-	-	Nov 30, 2023
THRIVENT SERIES FUND INC	0.00%	106,404	2,158	2.07%	Sep 29, 2023
VANGUARD EXPLORER FUND	0.00%	8,813	-	-	Oct 31, 2023
OLD WESTBURY FUNDS INC	0.00%	101,500	-	-	Oct 31, 2023
Ivy Variable Insurance Portfolios	0.00%	17,962	2,056	12.93%	Sep 29, 2023
MAINSTAY VP FUNDS TRUST	0.00%	103,656	-5,577	-5.11%	Sep 30, 2023
NORTHWESTERN MUTUAL SERIES FUND INC	0.00%	75,271	-57	-0.08%	Sep 30, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	21,660	-	-	Sep 30, 2023
	0.00%	373	53	16.56%	Sep 30, 2023
TIMOTHY PLAN	0.00%	2,684	518	23.92%	Sep 30, 2023
KP Funds	0.00%	29,545	-11,827	-28.59%	Sep 30, 2020
PUTNAM FUNDS TRUST	0.00%	131,085	-	-	Nov 30, 2023
INVESCO EXCHANGE-TRADED FUND TRUST	0.00%	46,241	-14,870	-24.33%	Oct 31, 2023
AMERICAN PENSION INVESTORS TRUST	0.00%	3,300	-2,100	-38.89%	Oct 31, 2023
AMERICAN CENTURY WORLD MUTUAL FUNDS INC	0.00%	5,268	125	2.43%	Nov 30, 2023
OHIO NATIONAL FUND INC	0.00%	9,854	-271	-2.68%	Sep 30, 2023
PRINCIPAL VARIABLE CONTRACTS FUNDS INC	0.00%	19,500	-	-	Sep 30, 2023
Voya VARIABLE PORTFOLIOS INC	0.00%	15,638	176	1.14%	Sep 30, 2023
SunAmerica Specialty Series	0.00%	248	-	-	Apr 30, 2021
VALIC Co II	0.00%	15,517	-355	-2.24%	Feb 28, 2021
T. Rowe Price Index Trust, Inc.	0.00%	7,147	-	-	Nov 30, 2023
Dimensional ETF Trust	0.00%	92,298	9,170	11.03%	Oct 31, 2023
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC	0.00%	1,891	617	48.43%	Sep 30, 2023
WILMINGTON FUNDS	0.00%	3,895	-	-	Oct 31, 2023

Hamilton Lane's largest mutual fund holder by % of total assets is "Segall Bryant & Hamill Trust", owning 47.25K shares, compromising 8.77% of its total assets.

Hamilton Lane Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Dec, 23	231	11.06%
30 Sep, 23	208	7.77%
30 Jun, 23	193	-5.39%
31 Mar, 23	204	-5.12%
31 Dec, 22	215	10.26%
30 Sep, 22	195	4.84%
30 Jun, 22	186	-6.06%
31 Mar, 22	198	-7.04%
31 Dec, 21	213	13.90%
30 Sep, 21	187	3.31%
30 Jun, 21	181	10.37%
31 Mar, 21	164	9.33%
31 Dec, 20	150	-0.66%
30 Sep, 20	151	4.86%
30 Jun, 20	144	26.32%
31 Mar, 20	114	2.70%
31 Dec, 19	111	-7.50%
30 Sep, 19	120	16.50%
30 Jun, 19	103	-1.90%
31 Mar, 19	105	-1.87%
31 Dec, 18	107	-2.73%
30 Sep, 18	110	6.80%
30 Jun, 18	103	9.57%
31 Mar, 18	94	11.90%
31 Dec, 17	84	25.37%
30 Sep, 17	67	4.69%
30 Jun, 17	64	25.49%
31 Mar, 17	51	-

As of 31 Dec 23, 231 institutions are holding Hamilton Lane's shares, representing an increase of 11.06% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Dec, 23	36,353,926	11.25%
30 Sep, 23	32,676,442	-9.57%
30 Jun, 23	36,135,779	1.60%
31 Mar, 23	35,566,316	0.03%
31 Dec, 22	35,554,454	3.17%
30 Sep, 22	34,460,751	-0.73%
30 Jun, 22	34,712,794	-0.40%
31 Mar, 22	34,853,696	0.44%
31 Dec, 21	34,699,826	0.13%
30 Sep, 21	34,653,824	3.06%
30 Jun, 21	33,625,307	-1.29%
31 Mar, 21	34,065,599	3.34%
31 Dec, 20	32,963,391	2.05%
30 Sep, 20	32,300,743	7.92%
30 Jun, 20	29,929,283	9.41%
31 Mar, 20	27,355,421	4.70%
31 Dec, 19	26,128,595	-0.41%
30 Sep, 19	26,235,120	10.95%
30 Jun, 19	23,645,820	2.43%
31 Mar, 19	23,085,296	4.52%
31 Dec, 18	22,087,620	2.94%
30 Sep, 18	21,456,310	14.80%
30 Jun, 18	18,689,827	8.62%
31 Mar, 18	17,206,420	24.60%
31 Dec, 17	13,809,445	4.33%
30 Sep, 17	13,235,917	2.27%
30 Jun, 17	12,941,536	5.97%
31 Mar, 17	12,212,846	-

Hamilton Lane (HLNE) has 36.35M shares outstanding as of 31 Dec 23, up 11.25% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Dec, 23	96.38%	1.28%
30 Sep, 23	86.66%	0.91%
30 Jun, 23	97.60%	1.06%
31 Mar, 23	96.06%	1.04%
31 Dec, 22	96.03%	1.11%
30 Sep, 22	93.11%	1.06%
30 Jun, 22	93.82%	0.85%
31 Mar, 22	105.13%	1.19%
31 Dec, 21	94.03%	1.03%
30 Sep, 21	95.68%	1.10%
30 Jun, 21	93.40%	0.96%
31 Mar, 21	98.80%	1.08%
31 Dec, 20	95.61%	1.00%
30 Sep, 20	97.99%	1.00%
30 Jun, 20	98.98%	1.21%
31 Mar, 20	90.47%	1.13%
31 Dec, 19	89.53%	0.96%
30 Sep, 19	96.35%	1.23%
30 Jun, 19	88.54%	0.94%
31 Mar, 19	96.85%	1.25%
31 Dec, 18	88.17%	0.98%
30 Sep, 18	94.64%	1.34%
30 Jun, 18	84.00%	0.96%
31 Mar, 18	93.44%	1.61%
31 Dec, 17	76.18%	1.43%
30 Sep, 17	73.07%	1.41%
30 Jun, 17	71.97%	1.41%
31 Mar, 17	71.54%	-

As of 31 Dec 23, Hamilton Lane is held by 96.38% institutional shareholders, representing a 1.28% growth compared to 30 Sep 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Dec, 23	117	5.41%
30 Sep, 23	111	4.72%
30 Jun, 23	106	-
31 Mar, 23	106	-11.67%
31 Dec, 22	120	20.00%
30 Sep, 22	100	-10.71%
30 Jun, 22	112	-1.75%
31 Mar, 22	114	-9.52%
31 Dec, 21	126	16.67%
30 Sep, 21	108	-6.09%
30 Jun, 21	115	25.00%
31 Mar, 21	92	-2.13%
31 Dec, 20	94	-7.84%
30 Sep, 20	102	-6.42%
30 Jun, 20	109	73.02%
31 Mar, 20	63	-
31 Dec, 19	63	-16.00%
30 Sep, 19	75	7.14%
30 Jun, 19	70	29.63%
31 Mar, 19	54	-11.48%
31 Dec, 18	61	-18.67%
30 Sep, 18	75	27.12%
30 Jun, 18	59	-11.94%
31 Mar, 18	67	24.07%
31 Dec, 17	54	25.58%
30 Sep, 17	43	-14.00%
30 Jun, 17	50	-1.96%
31 Mar, 17	51	-

117 institutional shareholders have increased their position in HLNE stock as of 31 Dec 23 compared to 111 in the previous quarter (a 5.41% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Dec, 23	86	26.47%
30 Sep, 23	68	13.33%
30 Jun, 23	60	-11.76%
31 Mar, 23	68	-5.56%
31 Dec, 22	72	2.86%
30 Sep, 22	70	27.27%
30 Jun, 22	55	-12.70%
31 Mar, 22	63	10.53%
31 Dec, 21	57	23.91%
30 Sep, 21	46	12.20%
30 Jun, 21	41	-28.07%
31 Mar, 21	57	35.71%
31 Dec, 20	42	10.53%
30 Sep, 20	38	40.74%
30 Jun, 20	27	-41.30%
31 Mar, 20	46	17.95%
31 Dec, 19	39	14.71%
30 Sep, 19	34	17.24%
30 Jun, 19	29	-32.56%
31 Mar, 19	43	10.26%
31 Dec, 18	39	44.44%
30 Sep, 18	27	-28.95%
30 Jun, 18	38	100.00%
31 Mar, 18	19	-13.64%
31 Dec, 17	22	29.41%
30 Sep, 17	17	70.00%
30 Jun, 17	10	-
31 Mar, 17	-	-

86 institutional shareholders have reduced their position in HLNE stock as of 31 Dec 23 compared to 68 in the previous quarter (a 26.47% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Dec, 23	231	11.06%	36,353,926	11.25%	96.38%	1.28%	117	5.41%	86	26.47%
30 Sep, 23	208	7.77%	32,676,442	-9.57%	86.66%	0.91%	111	4.72%	68	13.33%
30 Jun, 23	193	-5.39%	36,135,779	1.60%	97.60%	1.06%	106	-	60	-11.76%
31 Mar, 23	204	-5.12%	35,566,316	0.03%	96.06%	1.04%	106	-11.67%	68	-5.56%
31 Dec, 22	215	10.26%	35,554,454	3.17%	96.03%	1.11%	120	20.00%	72	2.86%
30 Sep, 22	195	4.84%	34,460,751	-0.73%	93.11%	1.06%	100	-10.71%	70	27.27%
30 Jun, 22	186	-6.06%	34,712,794	-0.40%	93.82%	0.85%	112	-1.75%	55	-12.70%
31 Mar, 22	198	-7.04%	34,853,696	0.44%	105.13%	1.19%	114	-9.52%	63	10.53%
31 Dec, 21	213	13.90%	34,699,826	0.13%	94.03%	1.03%	126	16.67%	57	23.91%
30 Sep, 21	187	3.31%	34,653,824	3.06%	95.68%	1.10%	108	-6.09%	46	12.20%
30 Jun, 21	181	10.37%	33,625,307	-1.29%	93.40%	0.96%	115	25.00%	41	-28.07%
31 Mar, 21	164	9.33%	34,065,599	3.34%	98.80%	1.08%	92	-2.13%	57	35.71%
31 Dec, 20	150	-0.66%	32,963,391	2.05%	95.61%	1.00%	94	-7.84%	42	10.53%
30 Sep, 20	151	4.86%	32,300,743	7.92%	97.99%	1.00%	102	-6.42%	38	40.74%
30 Jun, 20	144	26.32%	29,929,283	9.41%	98.98%	1.21%	109	73.02%	27	-41.30%
31 Mar, 20	114	2.70%	27,355,421	4.70%	90.47%	1.13%	63	-	46	17.95%
31 Dec, 19	111	-7.50%	26,128,595	-0.41%	89.53%	0.96%	63	-16.00%	39	14.71%
30 Sep, 19	120	16.50%	26,235,120	10.95%	96.35%	1.23%	75	7.14%	34	17.24%
30 Jun, 19	103	-1.90%	23,645,820	2.43%	88.54%	0.94%	70	29.63%	29	-32.56%
31 Mar, 19	105	-1.87%	23,085,296	4.52%	96.85%	1.25%	54	-11.48%	43	10.26%
31 Dec, 18	107	-2.73%	22,087,620	2.94%	88.17%	0.98%	61	-18.67%	39	44.44%
30 Sep, 18	110	6.80%	21,456,310	14.80%	94.64%	1.34%	75	27.12%	27	-28.95%
30 Jun, 18	103	9.57%	18,689,827	8.62%	84.00%	0.96%	59	-11.94%	38	100.00%
31 Mar, 18	94	11.90%	17,206,420	24.60%	93.44%	1.61%	67	24.07%	19	-13.64%
31 Dec, 17	84	25.37%	13,809,445	4.33%	76.18%	1.43%	54	25.58%	22	29.41%
30 Sep, 17	67	4.69%	13,235,917	2.27%	73.07%	1.41%	43	-14.00%	17	70.00%
30 Jun, 17	64	25.49%	12,941,536	5.97%	71.97%	1.41%	50	-1.96%	10	-
31 Mar, 17	51	-	12,212,846	-	71.54%	-	51	-	-	-

Hamilton Lane Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Aug 18, 2023	Varma Atul	officer	Senior Advisor	S-Sale	Sell	459	$92.25	$42.34K	8,786

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Feb 02, 2024	Varma Atul	officer	Senior Advisor	F-InKind	Sell	1,973	$117.90	$232.62K	6,936
Feb 02, 2024	Varma Atul	officer	Senior Advisor	D-Return	Sell	6,522	-	-	-
Aug 18, 2023	Varma Atul	officer	Senior Advisor	S-Sale	Sell	459	$92.25	$42.34K	8,786
Aug 09, 2023	Kramer Andrea Anigati	10 percent owner, officer	Chief Operating Officer		Sell	-	-	-	52,745
Aug 09, 2023	Kramer Andrea Anigati	10 percent owner, officer	Chief Operating Officer		Sell	13,044	-	-	-
Aug 09, 2023	Armbrister Jeffrey Brian	officer	Chief Financial Officer		Sell	-	-	-	5,059
Aug 09, 2023	Armbrister Jeffrey Brian	officer	Chief Financial Officer		Sell	13,044	-	-	-
May 16, 2023	Kramer Andrea Anigati	10 percent owner, officer	Chief Operating Officer		Sell	-	-	-	135,970
May 16, 2023	Kramer Andrea Anigati	10 percent owner, officer	Chief Operating Officer		Sell	-	-	-	65,789

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Feb 02, 2024	Varma Atul	officer	Senior Advisor	A-Award	Buy	55	$96.42	$5.30K	8,909
Feb 02, 2024	Varma Atul	officer	Senior Advisor	A-Award	Buy	68	$76.87	$5.23K	8,854
Feb 02, 2024	Varma Atul	officer	Senior Advisor	F-InKind	Sell	1,973	$117.90	$232.62K	6,936
Feb 02, 2024	Varma Atul	officer	Senior Advisor	D-Return	Sell	6,522	-	-	-
Sep 19, 2023	VARON LESLIE F	director	-	A-Award	Buy	1,474	-	-	8,323
Sep 19, 2023	SEXTON O GRIFFITH	director, 10 percent owner		A-Award	Buy	2,184	-	-	19,598
Sep 19, 2023	Graves Reynoldo Vann	director	-	A-Award	Buy	1,092	-	-	1,348
Aug 18, 2023	Varma Atul	officer	Senior Advisor	A-Award	Buy	78	$67.98	$5.30K	9,245
Aug 18, 2023	Varma Atul	officer	Senior Advisor	A-Award	Buy	83	$62.88	$5.22K	9,167
Aug 18, 2023	Varma Atul	officer	Senior Advisor	S-Sale	Sell	459	$92.25	$42.34K	8,786
Aug 09, 2023	Kramer Andrea Anigati	10 percent owner, officer	Chief Operating Officer		Sell	-	-	-	52,745
Aug 09, 2023	Kramer Andrea Anigati	10 percent owner, officer	Chief Operating Officer		Sell	13,044	-	-	-
Aug 09, 2023	Armbrister Jeffrey Brian	officer	Chief Financial Officer		Sell	-	-	-	5,059
Aug 09, 2023	Armbrister Jeffrey Brian	officer	Chief Financial Officer		Sell	13,044	-	-	-
May 16, 2023	Kramer Andrea Anigati	10 percent owner, officer	Chief Operating Officer		Sell	-	-	-	135,970
May 16, 2023	Kramer Andrea Anigati	10 percent owner, officer	Chief Operating Officer		Sell	-	-	-	65,789
May 16, 2023	Kramer Andrea Anigati	10 percent owner, officer	Chief Operating Officer		Buy	-	-	-	17,913
May 16, 2023	Kramer Andrea Anigati	10 percent owner, officer	Chief Operating Officer		Buy	135,970	-	-	-
May 16, 2023	Kramer Andrea Anigati	10 percent owner, officer	Chief Operating Officer		Buy	230,317	-	-	-
Apr 17, 2023	Donohue Michael T.	10 percent owner, officer	Managing Director & Controller	A-Award	Buy	83	$62.88	$5.22K	32,154

The last insider sell of Hamilton Lane's stock was made by Varma Atul on Feb 02 2024, selling 1,973 shares at $117.90 per share (valued at $232.62K).

Hamilton Lane Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q1 2024	-	2	-
Q4 2023	1	-	-
Q3 2023	4	3	133.33%
Q2 2023	1	6	16.67%
Q1 2023	7	8	87.50%
Q4 2022	2	1	200.00%
Q3 2022	7	-	-
Q2 2022	3	-	-
Q1 2022	6	5	120.00%
Q3 2021	3	15	20.00%
Q2 2021	1	1	100.00%
Q1 2021	7	27	25.93%
Q4 2020	5	3	166.67%
Q3 2020	2	17	11.76%
Q2 2020	1	26	3.85%
Q1 2020	8	7	114.29%
Q4 2019	4	1	400.00%
Q3 2019	3	34	8.82%
Q2 2019	3	4	75.00%
Q1 2019	17	29	58.62%

0 total buy trades, and 2 total sell trades (buy/sell ratio of 0.00%) were made by Hamilton Lane's insiders, as of Q1 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q1 2024	-	-	-
Q4 2023	-	-	-
Q3 2023	-	1	-
Q2 2023	-	-	-
Q1 2023	-	1	-
Q4 2022	-	1	-
Q3 2022	1	-	-
Q2 2022	-	-	-
Q1 2022	-	-	-
Q3 2021	-	2	-
Q2 2021	-	-	-
Q1 2021	-	2	-
Q4 2020	-	1	-
Q3 2020	-	1	-
Q2 2020	-	1	-
Q1 2020	-	-	-
Q4 2019	-	1	-
Q3 2019	-	2	-
Q2 2019	-	1	-
Q1 2019	-	2	-

As of Q1 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Hamilton Lane's stocks.

Hamilton Lane Peer Ownership

Ticker	Company
ALTI	AlTi Global, Inc.
AVTA	Avantax, Inc.
BSIG	BrightSphere Investment Group Inc.
NOAH	Noah Holdings Limited

HLNE Ownership FAQ

Who Owns Hamilton Lane?

Hamilton Lane is owned by institutional shareholders (96.38%), insiders (7.33%), and public (-3.71%). The largest institutional shareholder of Hamilton Lane is VANGUARD GROUP INC (9.00% of total shares) and the top mutual fund owner is Segall Bryant & Hamill Trust (8.77% of total shares).

Who are the major institutional shareholders of Hamilton Lane?

Hamilton Lane's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., WASATCH ADVISORS LP, FEDERATED HERMES, INC., and WELLINGTON MANAGEMENT GROUP LLP. The top five shareholders own together 32.78% of the company's share outstanding.

How many Hamilton Lane shareholders are there?

As of Dec 2023, there are 231 institutional shareholders of Hamilton Lane.

What percentage of Hamilton Lane is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC owns 3.4M shares of Hamilton Lane, representing 9.00% of the company's total shares outstanding, valued at $385.18M (as of Dec 2023).

What percentage of Hamilton Lane is owned by BLACKROCK INC?

As of Dec 2023, BLACKROCK INC holds 3.22M shares of Hamilton Lane (HLNE), compromising 8.53% of the company, valued at $364.94M.

What percentage of Hamilton Lane is owned by WASATCH ADVISORS LP?

WASATCH ADVISORS LP is the third largest holder of Hamilton Lane. The company owns 2.67M of the company's shares outstanding (worth $303.19M).