Hamilton Lane Ownership | Who Owns Hamilton Lane?
Hamilton Lane Ownership Summary
Hamilton Lane is owned by 97.15% institutional investors, 9.78% insiders. Vanguard group is the largest institutional shareholder, holding 10.00% of HLNE shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.06% of its assets in Hamilton Lane shares.
HLNE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Hamilton Lane | 97.15% | 9.78% | -6.93% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Asset Management Stocks | 39.89% | 8.77% | 51.34% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 3.77M | 10.00% | $466.27M |
| Blackrock | 3.20M | 8.49% | $395.82M |
| Wasatch advisors lp | 2.26M | 6.00% | $279.59M |
| Federated hermes | 1.58M | 4.19% | $195.42M |
| Wellington management group llp | 1.33M | 3.52% | $164.36M |
| Clearbridge investments | 1.32M | 3.51% | $163.72M |
| Invesco | 1.16M | 3.09% | $143.97M |
| Geode capital management | 1.08M | 2.86% | $133.41M |
| State street | 912.35K | 2.42% | $113.15M |
| Van berkom & associates | 892.81K | 2.37% | $110.33M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bullseye asset management | 62.89K | 3.80% | $7.77M |
| Van berkom & associates | 892.81K | 3.30% | $110.33M |
| Copeland capital management | 856.29K | 1.98% | $105.82M |
| Wasatch advisors lp | 2.26M | 1.50% | $279.59M |
| Yorktown management & research | 5.60K | 0.74% | $692.05K |
| Timessquare capital management | 309.52K | 0.60% | $38.25M |
| Eam investors | 29.74K | 0.60% | $3.68M |
| Federated hermes | 1.58M | 0.46% | $195.42M |
| Geneva capital management | 194.87K | 0.44% | $24.08M |
| Df dent | 265.86K | 0.42% | $32.86M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 381.21K | 0.01% | 381.21K |
| Capital world investors | 265.63K | 0.01% | 179.40K |
| Geode capital management | 1.08M | 0.01% | 165.31K |
| American century companies | 580.77K | 0.04% | 135.04K |
| Goldman sachs group | 353.87K | 0.01% | 115.39K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Td asset management | - | - | -1.01M |
| Millennium management | 638.98K | 0.04% | -710.10K |
| Epoch investment partners | - | - | -567.46K |
| Macquarie group | 740.82K | 0.10% | -320.31K |
| Balyasny asset management | - | - | -271.37K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 381.21K | 0.01% | 381.21K | $47.11M |
| Congress asset management co /ma | 99.38K | 0.09% | 99.38K | $12.28M |
| Trexquant investment lp | 48.36K | 0.09% | 48.36K | $5.98M |
| Cubist systematic strategies | 47.94K | 0.04% | 47.94K | $5.92M |
| Eam investors | 29.74K | 0.60% | 29.74K | $3.68M |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -1.00 |
| International assets investment management | -9.00 |
| Innealta capital | -13.00 |
| Stephens consulting | -22.00 |
| Opal wealth advisors | -26.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 319 | 8.87% | 38,565,178 | 4.58% | 97 | 1.13% | 187 | 7.47% | 89 | 8.54% |
| Jun 30, 2024 | 288 | 7.06% | 36,854,496 | -2.03% | 97 | 0.98% | 170 | 21.43% | 82 | -16.33% |
| Mar 31, 2024 | 269 | 12.08% | 37,618,692 | 3.13% | 99 | 1.07% | 140 | 17.65% | 98 | 10.11% |
| Dec 31, 2023 | 240 | 12.68% | 36,476,496 | 3.79% | 96 | 1.11% | 119 | 5.31% | 89 | 27.14% |
| Sep 30, 2023 | 213 | 8.12% | 35,144,067 | -4.06% | 93 | 0.95% | 113 | 3.67% | 70 | 16.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1.28M | 3.06% | 688.00 |
| iShares Russell 2000 ETF | 987.87K | 2.37% | -2.23K |
| Van Berkom Sm-Cap Eq | 869.05K | 2.08% | 869.05K |
| Vanguard Total Stock Mkt Idx Inv | 842.90K | 2.02% | -3.98K |
| Federated Hermes Kaufmann Small Cap A | 840.00K | 2.01% | -25.00K |
| Federated Hermes Kaufmann Small Cap Grow | 840.00K | 2.01% | -25.00K |
| Invesco OFI Small Cap Growth | 738.73K | 1.77% | -61.90K |
| Invesco Discovery A | 738.73K | 1.77% | 15.88K |
| Wasatch Core Growth | 710.27K | 1.70% | -112.03K |
| Vanguard Small Cap Index | 660.83K | 1.58% | 1.30K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 11, 2024 | Delgado-Moreira Juan | Co-Chief Executive Officer | Buy | $105.95K |
| Mar 07, 2024 | Oakville Number 2 Trust | - | Sell | $5.94M |
| Aug 16, 2023 | Varma Atul | Senior Advisor | Sell | $42.34K |
| Mar 09, 2023 | Oakville Number 2 Trust | - | Sell | $7.64M |
| Nov 07, 2022 | Graves Reynoldo Vann | - | Sell | $16.78K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 1 | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 1 |
| 2023 Q4 | - | - |
HLNE Ownership FAQ
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