Hamilton Lane Ownership | Who Owns Hamilton Lane?

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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	49.66%	13.98%	36.36%
Industry	Asset Management Stocks	41.71%	9.02%	49.27%

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

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 41.71%, 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 3.06% of its total shares outstanding invested in 1.28M Hamilton Lane shares.

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