$HLNE

$81.32 -$0.95 (1.15%) Close

$HLNE Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 55.1M shares outstanding

Who owns HLNE?

By type of holder

Institutions 83.8% Insiders 0.0% Everyone else 16.2%

Concentration Top 10 holders own 111.5%

Hartley R. Rogers 27.9% · HLA Investments, LLC 27.9%

Institutional ownership

83.8%

+6.6 pts vs last qtr

Institutional holders

382

-8 vs last qtr

Net shares bought

+3.7M

by institutions in Q2 2026

New / sold out

73 / 81

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Citadel Advisors LLC +1.2M
Jupiter Topco LLC NEW +932.2K

Biggest sellers in Q2 2026

Champlain Investment Partners, LLC SOLD OUT −1.1M
Janus Henderson Group PLC SOLD OUT −905.7K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Hamilton Lane Incorporated in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Hamilton Lane Incorporated.

How patient are the owners?

Institutional shares by how long they've been held

5+ years56% 3–5 years4% 1–3 years19% Under 1 year21%

Quarterly turnover

25.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting HLNE on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	4.3M	7.77%	+205.4K (+5.0%)	≤2021	0.0%
Shares held by quarter Peak holding5.3M (Q1'25) Change over 8 quarters−759.3K Share of the company7.770% BlackRock, Inc.'s full portfolio →
KA Kayne Anderson Rudnick Investment Management LLC	3.1M	5.54%	−362.1K (−10.6%)	2025	0.8%
Shares held by quarter Peak holding3.4M (Q1'26) Change over 8 quarters+3.1M Share of the company5.540% Kayne Anderson Rudnick Investment Management LLC's full portfolio →

BlackRock, Inc.

4.3M

% of company

7.77%

Change vs last qtr

+205.4K (+5.0%)

Held since

≤2021

Kayne Anderson Rudnick Investment Management LLC

3.1M

% of company

5.54%

Change vs last qtr

−362.1K (−10.6%)

Held since

2025

28 more super investors behind a free account

See every manager holding Hamilton Lane Incorporated, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting HLNE on Form N-PORT; together they hold 34.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$110M	1.4M	2.54%	0.09%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$98.8M	1.3M	2.27%	0.00%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$110M

% of company

2.54%

% of the fund

0.09%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$98.8M

% of company

2.27%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Hamilton Lane Incorporated and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
HR Hartley R. Rogers 5%+ holder 13D · 27.6%	15.4M	27.86%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company27.860% Disclosed stake13D · 27.6% View the 13D/G filing →
HI HLA Investments, LLC 5%+ holder 13D · 27.6%	15.4M	27.86%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company27.860% Disclosed stake13D · 27.6% View the 13D/G filing →

Hartley R. Rogers

5%+ holder13D · 27.6%

15.4M

% of company

27.86%

Change vs last qtr

—

Held since

—

HLA Investments, LLC

5%+ holder13D · 27.6%

15.4M

% of company

27.86%

Change vs last qtr

—

Held since

—

23 more holders behind a free account

See every insider and 5%+ holder of Hamilton Lane Incorporated.

Comments