Hamilton Lane Ownership | Who Owns Hamilton Lane?
Hamilton Lane Ownership Summary
Hamilton Lane is owned by 51.51% institutional investors, 10.57% insiders, and 37.92% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 10.99% of HLNE shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.00% of its assets in Hamilton Lane shares.
HLNE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Hamilton Lane | 51.51% | 10.57% | 37.92% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Asset Management Stocks | 46.20% | 8.54% | 45.25% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 4.08M | 10.99% | $547.72M |
| Vanguard group | 3.70M | 9.96% | $496.53M |
| Blackrock | 3.20M | 8.49% | $395.82M |
| Kayne anderson rudnick investment management | 2.85M | 6.88% | $383.52M |
| Wasatch advisors lp | 1.51M | 4.08% | $203.10M |
| Invesco | 1.53M | 3.71% | $206.88M |
| Champlain investment partners | 1.39M | 3.36% | $187.14M |
| T. rowe price investment management | 1.29M | 3.12% | $174.16M |
| State street | 1.28M | 3.08% | $172.65M |
| Principal financial group | 1.09M | 2.93% | $145.84M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bullseye asset management | 54.03K | 3.81% | $7.28M |
| Meketa capital | 8.96K | 2.97% | $1.33M |
| Van berkom & associates | 759.63K | 2.94% | $102.03M |
| Meketa investment group inc /adv | 6.24K | 2.83% | $837.42K |
| Copeland capital management | 524.17K | 1.57% | $70.40M |
| Beacon harbor wealth advisors | 49.93K | 1.49% | $6.71M |
| Champlain investment partners | 1.39M | 1.41% | $187.14M |
| Wasatch advisors lp | 1.51M | 1.21% | $203.10M |
| Kayne anderson rudnick investment management | 2.85M | 0.93% | $383.52M |
| Caitlin john | 8.68K | 0.81% | $1.17M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Principal financial group | 1.09M | 0.07% | 648.59K |
| Norges bank | 511.18K | 0.01% | 511.18K |
| Westfield capital management co lp | 363.49K | 0.20% | 363.49K |
| Champlain investment partners | 1.39M | 1.41% | 350.44K |
| Vaughan nelson investment management | 304.19K | 0.40% | 304.19K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 46.39K | 0.00% | -1.22M |
| Epoch investment partners | - | - | -567.46K |
| Loomis sayles & co l p | - | - | -505.80K |
| Macquarie group | - | - | -473.32K |
| Wellington management group llp | 1.09M | 0.03% | -320.55K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 511.18K | 0.01% | 511.18K | $68.66M |
| Westfield capital management co lp | 363.49K | 0.20% | 363.49K | $48.82M |
| Vaughan nelson investment management | 304.19K | 0.40% | 304.19K | $40.86M |
| Deprince race & zollo | 301.39K | 0.77% | 301.39K | $40.48M |
| Gw&k investment management | 249.67K | 0.29% | 249.67K | $33.53M |
Sold Out
| Holder | Change |
|---|---|
| Wealthtrak capital management | -1.00 |
| Financial gravity asset management | -1.00 |
| True wealth design | -1.00 |
| Golden state wealth management | -2.00 |
| American capital advisory | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 221 | -42.30% | 19,110,679 | -54.39% | 51 | 0.50% | 125 | -33.86% | 67 | -54.11% |
| Sep 30, 2025 | 203 | -47.27% | 18,696,470 | -53.00% | 45 | 0.49% | 85 | -58.94% | 84 | -38.24% |
| Jun 30, 2025 | 390 | 10.17% | 41,665,781 | -4.79% | 100 | 0.83% | 211 | 1.44% | 135 | 37.76% |
| Mar 31, 2025 | 3 | -99.16% | 72,416 | -99.82% | - | 0.00% | 1 | -99.50% | 2 | -98.25% |
| Dec 31, 2024 | 248 | -23.69% | 30,926,552 | -19.96% | 77 | 0.82% | 136 | -28.80% | 83 | -8.79% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1.32M | 3.00% | 1.32M |
| Vanguard Total Stock Mkt Idx Inv | 1.24M | 2.83% | 2.88K |
| iShares Russell 2000 ETF | 1.02M | 2.46% | - |
| Vanguard Small Cap Index | 896.35K | 2.04% | -188.00 |
| US Small-Cap Growth II Equity Comp | 840.87K | 2.03% | -15.37K |
| Vanguard US Total Market Shares ETF | 846.88K | 1.95% | -366.83K |
| T. Rowe Price New Horizons | 813.36K | 1.87% | -27.51K |
| Champlain Mid Cap Fund, LLC | 769.49K | 1.75% | 31.38K |
| Van Berkom Sm-Cap Eq | 665.93K | 1.52% | -203.12K |
| Virtus KAR Mid-Cap Core I | 543.86K | 1.24% | -24.69K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 24, 2026 | BERKMAN DAVID J | - | Buy | $1.01M |
| Feb 20, 2026 | Hirsch Erik R. | Co-Chief Executive Officer | Buy | $988.26K |
| Feb 20, 2026 | Delgado-Moreira Juan | Co-Chief Executive Officer | Buy | $291.00K |
| Feb 20, 2026 | Delgado-Moreira Juan | Co-Chief Executive Officer | Buy | $698.31K |
| Feb 20, 2026 | Kramer Andrea Anigati | Chief Operating Officer | Buy | $250.01K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 6 | - |
| 2025 Q4 | 2 | - |
| 2025 Q3 | - | 1 |
| 2025 Q1 | - | 1 |
| 2024 Q4 | 1 | - |
HLNE Ownership FAQ
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