Skip to content
Esta página está disponible en españolCambiar →
GestorLensSign up

Hamilton Lane (HLNE): which funds own it

Financials →(by SIC code, unreviewed)Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow HLNE for free
Share

Sections with a free account

No concentrated manager holds it. 3 officers or directors bought in 6 months.

Who owns Hamilton Lane?

Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the shares: HLA Investments (13D/A filed May 29, 2026), BlackRock (13G/A filed Oct 17, 2025) and Kayne Anderson Rudnick Investment Management (13G/A filed May 14, 2026). Kramer Andrea Anigati, Rogers Hartley R. and Delgado-Moreira Juan are listed on their Form 4 filings as owners of more than 10%. As of Jun 30, 2026, the largest holders reported on Form 13F were BlackRock (4.3 million shares), Kayne Anderson Rudnick Investment Management (3.1 million shares) and Vanguard Portfolio Management (1.8 million shares).

Which institutions hold the most Hamilton Lane shares?

Per Form 13F filings as of Jun 30, 2026:

  1. 1. BlackRock: 4.3 million shares
  2. 2. Kayne Anderson Rudnick Investment Management: 3.1 million shares
  3. 3. Vanguard Portfolio Management: 1.8 million shares
  4. 4. Vanguard Capital Management: 1.8 million shares
  5. 5. State Street: 1.4 million shares
  6. 6. LOS Angeles Capital Management: 1.2 million shares
  7. 7. Citadel Advisors: 1.2 million shares
  8. 8. Wasatch Advisors: 1.2 million shares
  9. 9. Geode Capital Management: 1.0 million shares
  10. 10. Principal Financial Group: 1.0 million shares

Sources:13D/A by HLA Investments (May 29, 2026) ↗13G/A by BlackRock (Oct 17, 2025) ↗13G/A by Kayne Anderson Rudnick Investment Management (May 14, 2026) ↗All of the company's proxy statements on EDGAR ↗

With more than one share class, a 13D or 13G counts shares convertible from another class as owned, so we do not show its percentage. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

Hamilton Lane revenue

Hamilton Lane reported annual revenue of $759.0 million for fiscal year 2026 (year ended March 31, 2026), according to its Form 10-K filed with the SEC (XBRL data).

Concentrated managers
—
All 13F: 385
Consensus
—
No score: it needs 5 or more concentrated managers
Price at Jun 30, 2026 (per 13F)
$78.83
-20.7% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Concentrated managers holding it

None in the latest quarter.

Largest holders of HLNE (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Fundamentals

12-month figures to Sep 30, 2026 · balance sheet as of Sep 30, 2026.

Profitability
Operating margin
—
Net margin
32.4%
ROE
28.2%
Growth
Revenue (TTM)
$872M
Revenue growth
18.9%
Net income (TTM)
$282M
Balance sheet
Net debt / EBITDA
—
Free cash flow (TTM)
$272M
Quality vs sector
—

This company's sector comes from its SIC code, unreviewed, or has too few comparable companies: we do not compare it with its sector.

Figures from the statements the company filed with the SEC (10-K, 10-Q). Free cash flow = operating cash flow − capital expenditures; empty if the company does not report capex. “Quality vs sector”: 0 to 100, the average of its percentiles in ROE, operating margin, free-cash-flow margin, revenue and earnings growth and net debt / EBITDA (at least 3 needed) against companies in its sector above $300M. How each figure is calculated

Earnings quality and debt

Operating cash flow ÷ net income (12 months)
1.00
Debt due within 12 months
no data
Debt maturities by year (note as of Mar 31, 2026)
  • Year 1$21.9M
  • Year 2$32.5M
  • Year 3$55.0M
  • Year 4$159M
  • Year 5$12.5M
  • Later$0

From the figures the company filed with the SEC. Cash flow over net income near or above 1 means earnings are collected in cash; far below, that part is accounting. Coverage says how many times operating income pays the latest fiscal year's interest. Maturities come from the debt note of the latest annual report, counted from its closing date. “No data” never means zero.

Insiders (Form 4)

Officers and directors who bought (6 m)
3
Amount (6 m)
$9.3M
CEO/CFO bought (12 m)
Yes

10% owners who bought (6 m): 0

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

Flagged material events (8-K)

  • Oct 15, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

    «Hamilton Lane Announces Leadership Evolution: Hartley Rogers Named Co-Chief Executive Officer Alongside Juan Delgado-Moreira»

Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

Other Financials stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Financials →

Follow HLNE for free

If someone reports a 5%+ stake, we email you (if you turn it on). And when you come back, see whether concentrated managers got in or out. No credit card.

Follow HLNE