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Get Institutions for : 
Hamilton Lane Inc (HLNE)  
$117.99 2.52 (2.18%) as of 4:30 Wed 5/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 230    19
Total shares held : 
 36,441,754  
% of shares held : 
 97.99%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 1,410,840  
% of shares held change : 
   3.79%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $89.20  
Last Quarter's Ending Price : 
 $113.44  
Last Quarter's Average Price : 
 $94.57  
Change from last quarter's     
avg. price to the last closing  : 
23.42 (24.76%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
35
 812,593
 2.23%
 
Increased Positions :
75
 2,945,107
 8.08%
 
Unchanged Positions :
35
 2,031,667
 5.58%
 
Decreased Positions :
85
-2,211,722
-6.07%
 
Closed Positions :
16
-135,138
-0.37%
 
Guru Positions :
1
11,300
 0.03%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VANGUARD GROUP INC 1102 - 2024-03-31 3,678,617 $414,801,000 283,190
   CLEARBRIDGE ADVISORS LLC 165 - 2023-12-31 1,413,804 $160,382,000 179,873
   GEODE CAPITAL MANAGEMENT LLC 870 - 2023-12-31 876,286 $99,416,000 37,430
   STATE STREET CORP 1323 - 2023-12-31 833,752 $94,948,000 20,272
   EPOCH INVESTMENT PARTNERS INC. 72 - 2023-12-31 799,351 $90,678,000 416,103
   MORGAN STANLEY 1350 - 2023-12-31 675,931 $76,678,000 59,131
   DIMENSIONAL FUND ADVISORS INC 1307 - 2024-03-31 552,590 $62,310,000 8,357
   AMERICAN CENTURY COMPANIES INC 432 - 2023-12-31 543,180 $61,618,000 99,945
   J P MORGAN CHASE & CO 1094 - 2024-03-31 523,773 $59,061,000 50,048
   PRICE T ROWE ASSOCIATES INC /MD/ 771 - 2023-12-31 343,354 $38,951,000 324,136
   CITADEL ADVISORS LLC 573 - 2023-12-31 318,386 $36,118,000 98,361
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1281 - 2024-03-31 298,249 $33,631,000 11,244
   FIERA SCEPTRE INC. 136 - 2024-03-31 241,265 $27,205,000 205,264
   THRIVENT FINANCIAL FOR LUTHERANS 379 - 2023-12-31 220,570 $25,021,000 16,071
   BARCLAYS PLC 694 - 2023-12-31 210,563 $23,887,000 114,748
   BNP Paribas Investment Partners S.A. 299 - 2024-03-31 180,337 $20,335,000 1,853
   JENNISON ASSOCIATES LLC 346 - 2024-03-31 169,553 $19,119,000 27,346
   BESSEMER GROUP INC 232 - 2023-12-31 162,191 $18,399,000 31,796
   SEI INVESTMENTS CO 659 - 2024-03-31 154,466 $17,418,000 1,511
   PUTNAM INVESTMENTS LLC 243 - 2023-12-31 151,313 $17,165,000 11,212
   SEGALL BRYANT & HAMILL 117 - 2023-12-31 140,436 $15,931,000 455
   AXIOM INTERNATIONAL INVESTORS LLC /DE 69 - 2023-12-31 136,100 $15,439,000 94,482
   WELLS FARGO & CO/MN 1427 - 2024-03-31 105,222 $11,865,000 19,400
   NEW YORK STATE COMMON RETIREMENT FUND 869 - 2024-03-31 77,578 $8,748,000 60,119
   CREATIVE PLANNING 414 - 2023-12-31 75,887 $8,609,000 1,632
   FMR LLC 1861 - 2023-12-31 62,784 $7,122,000 1,112
   NATIONAL BANK OF CANADA /FI/ 568 - 2023-12-31 65,319 $7,062,000 13,104
   DEUTSCHE BANK AG 1123 - 2023-12-31 60,284 $6,839,000 41,997
   RHUMBLINE ADVISERS 1298 - 2024-03-31 55,243 $6,229,000 581
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1207 - 2023-12-31 43,682 $4,955,000 754
   B. Metzler seel. Sohn & Co. AG 191 - 2023-12-31 40,270 $4,568,000 217
   JANUS HENDERSON GROUP PLC 857 - 2023-12-31 38,727 $4,393,000 2,685
   BLAIR WILLIAM & CO/IL 516 - 2024-03-31 36,839 $4,154,000 866
   ROYAL BANK OF CANADA 2041 - 2023-12-31 35,767 $4,057,000 6,129
   LEGAL & GENERAL GROUP PLC 1636 - 2023-12-31 35,322 $4,007,000 1,684
   ALPS ADVISERS INC 253 - 2023-12-31 33,406 $3,790,000 4,682
   STIFEL FINANCIAL CORP 1285 - 2023-12-31 32,269 $3,661,000 1,378
   UBS Group AG 2272 - 2023-12-31 32,062 $3,637,000 4,758
   JANE STREET GROUP LLC 1948 - 2023-12-31 27,308 $3,098,000 13,170
   BNP PARIBAS ARBITRAGE SA 1216 - 2024-03-31 27,218 $3,069,000 5,549
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 322 - 2023-12-31 24,101 $2,734,000 9,460
   CITIGROUP INC 1578 - 2024-03-31 23,830 $2,687,000 9,356
   Man Group plc 1039 - 2023-12-31 21,302 $2,416,000 21,302
   Keebeck Wealth Management LLC 84 - 2023-12-31 16,948 $1,930,000 3,542
   EFG Asset Management (North America) Corp. 112 - 2023-12-31 16,139 $1,830,000 3,034
   ING INVESTMENT MANAGEMENT LLC 1267 - 2023-12-31 15,780 $1,790,000 120
   Orion Portfolio Solutions LLC 738 - 2024-03-31 15,001 $1,691,000 5,657
   BRIDGEWATER ASSOCIATES INC 580 - 2023-12-31 12,594 $1,429,000 916
   Van Hulzen Asset Management LLC 143 - 2024-03-31 11,993 $1,352,000 1,153
   QUANTBOT TECHNOLOGIES LLC 436 - 2024-03-31 10,655 $1,201,000 10,655
   FULLER & THALER ASSET MANAGEMENT, INC. 390 - 2023-12-31 10,490 $1,190,000 210
   M&T BANK CORP 840 - 2024-03-31 9,919 $1,119,000 256
   LPL FINANCIAL CORP 3067 - 2024-03-31 9,476 $1,069,000 738
   VICTORY CAPITAL MANAGEMENT INC 1681 - 2024-03-31 9,383 $1,058,000 848
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 1108 - 2024-03-31 8,098 $913,000 267
   TOWER RESEARCH CAPITAL LLC 955 - 2023-12-31 7,632 $866,000 7,385
   DELAP WEALTH ADVISORY LLC 35 - 2023-12-31 7,282 $826,000 3,346
   PROSHARE ADVISORS LLC 887 - 2024-03-31 6,570 $741,000 517
   Cresset Asset Management LLC 1110 - 2023-12-31 5,321 $606,000 210
   ARGENT CAPITAL MANAGEMENT LLC 112 - 2024-03-31 5,279 $595,000 1,124
   FINANCIAL NETWORK 1784 - 2023-12-31 4,919 $558,000 1,433
   YORKTOWN MANAGEMENT & RESEARCH CO INC 58 - 2024-03-31 4,700 $530,000 1,400
   JANNEY MONTGOMERY SCOTT LLC 1975 - 2024-03-31 4,522 $510,000 571
   PERSONAL CFO SOLUTIONS LLC 234 - 2023-12-31 4,220 $479,000 196
   SUMMIT INVESTMENT ADVISORS INC 849 - 2023-12-31 3,785 $429,000 152
   Pictet Asset Management Holding SA 1353 - 2023-12-31 3,752 $426,000 228
   ZIEGLER CAPITAL MANAGEMENT LLC 369 - 2023-12-31 3,525 $400,000 1,291
   PARK AVENUE SECURITIES LLC 1157 - 2024-03-31 2,733 $308,000 298
   ALPHAMARK ADVISORS LLC 161 - 2024-03-31 2,683 $303,000 2,683
   CI INVESTMENTS INC 563 - 2023-12-31 2,247 $255,000 528
   M. Kulyk & Associates LLC 100 - 2024-03-31 2,089 $236,000 17
   KEYBANK NATIONAL ASSOCIATION/OH 1000 - 2023-12-31 2,007 $228,000 2,007
   NOMURA ASSET MANAGEMENT CO LTD 897 - 2023-12-31 1,953 $222,000 344
   HUNTINGTON NATIONAL BANK 516 - 2024-03-31 1,479 $167,000 186
   HARBOR INVESTMENT ADVISORY LLC 414 - 2024-03-31 1,063 $120,000 19
   KBC GROUP NV 1122 - 2024-03-31 791 $89,000 196
   FTB Advisors Inc. 800 - 2024-03-31 627 $71,000 105
   SRS Capital Advisors Inc. 449 - 2023-12-31 508 $58,000 394
   PNC FINANCIAL SERVICES GROUP INC 2948 - 2024-03-31 481 $54,000 281
   CWM LLC 2354 - 2024-03-31 393 $44,000 9
   SYSTM Wealth Solutions LLC 604 - 2024-03-31 381 $43,000 36
   US BANCORP 2755 - 2024-03-31 376 $42,000 56
   Covestor Ltd 1018 - 2024-03-31 300 $34,000 298
   PRINCIPAL SECURITIES INC. 1844 - 2024-03-31 236 $27,000 4
   QUADRANT CAPITAL GROUP LLC 1807 - 2023-12-31 184 $21,000 141
   Hartland & Co. LLC 1095 - 2023-12-31 69 $8,000 32
   Parallel Advisors LLC 2498 - 2024-03-31 40 $5,000 25
   HANSON MCCLAIN, INC. 2471 - 2024-03-31 37 $4,000 11
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2835 - 2023-12-31 38 $4,000 19
  89 Records found
  1    
  Page 1 of 1
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