Hamilton Lane Ownership | Who Owns Hamilton Lane?

Overview Forecast RevenueFinancials Chart Transcripts

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 3.24% 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	86.48%	14.02%	-0.50%
Industry	Asset Management Stocks	41.88%	9.11%	49.01%

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	783.59K	2.16%	$116.01M
Wasatch advisors lp	2.26M	1.50%	$279.59M
Caitlin john	10.22K	1.00%	$1.51M
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

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	381.21K	0.01%	381.21K
Artemis investment management llp	205.00K	0.43%	205.00K
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

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
Artemis investment management llp	205.00K	0.43%	205.00K	$30.35M
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

Sold Out

Holder	Change
Financial gravity asset management	-1.00
International assets investment management	-9.00
Advisornet financial	-10.00
Versant capital management	-10.00
Innealta capital	-13.00

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	1.35M	3.24%	-
Vanguard Total Stock Mkt Idx Inv	1.18M	2.83%	346.49K
iShares Russell 2000 ETF	1.04M	2.48%	-3.50K
Vanguard Small Cap Index	957.07K	2.29%	292.34K
Van Berkom Sm-Cap Eq	869.05K	2.08%	869.05K
Federated Hermes Kaufmann Small Cap Grow	840.00K	2.01%	-25.00K
Federated Hermes Kaufmann Small Cap A	840.00K	2.01%	-25.00K
T. Rowe Price New Horizons	812.29K	1.94%	190.00K
US Small-Cap Growth II Equity Comp	812.29K	1.94%	665.87K
Invesco OFI Small Cap Growth	738.73K	1.77%	-61.90K

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

Who Owns Hamilton Lane?

Hamilton Lane shareholders are primarily institutional investors at 97.15%, followed by 9.78% insiders and -6.93% retail investors. The average institutional ownership in Hamilton Lane's industry, Asset Management Stocks, is 41.88%, which Hamilton Lane exceeds.

Who owns the most shares of Hamilton Lane?

Hamilton Lane’s largest shareholders are Vanguard group (3.77M shares, 10.00%), Blackrock (3.2M shares, 8.49%), and Wasatch advisors lp (2.26M shares, 6.00%). Together, they hold 24.48% of Hamilton Lane’s total shares outstanding.

Does Blackrock own Hamilton Lane?

Yes, BlackRock owns 8.49% of Hamilton Lane, totaling 3.2M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 395.82M$. In the last quarter, BlackRock increased its holdings by 100.4K shares, a 3.24% change.

Who is Hamilton Lane’s biggest shareholder by percentage of total assets invested?

Bullseye asset management is Hamilton Lane’s biggest shareholder by percentage of total assets invested, with 3.80% of its assets in 62.89K Hamilton Lane shares, valued at 7.77M$.

Who is the top mutual fund holder of Hamilton Lane shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Hamilton Lane shares, with 3.24% of its total shares outstanding invested in 1.35M Hamilton Lane shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools