Hamilton Lane Ownership | Who Owns Hamilton Lane?

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Hamilton Lane Ownership Summary

Hamilton Lane is owned by 77.91% institutional investors, 7.07% insiders, and 15.02% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.03% of HLNE shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.27% of its assets in Hamilton Lane shares.

HLNE Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Hamilton Lane	77.91%	7.07%	15.02%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Asset Management Stocks	33.12%	8.74%	58.14%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	5.17M	13.03%	$765.55M
Vanguard group	3.90M	9.83%	$577.68M
Blackrock	3.20M	8.49%	$395.82M
Invesco	1.92M	4.84%	$284.74M
Wasatch advisors lp	1.71M	4.30%	$252.54M
Wellington management group llp	1.61M	4.07%	$238.93M
Price t rowe associates inc /md/	1.29M	3.26%	$191.32M
Federated hermes	1.22M	3.08%	$180.92M
Geode capital management	1.15M	2.90%	$170.28M
State street	912.35K	2.42%	$113.15M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Bullseye asset management	54.03K	3.76%	$8.00M
Meketa capital	8.96K	2.97%	$1.33M
Van berkom & associates	613.62K	2.70%	$90.85M
Copeland capital management	783.59K	2.16%	$116.01M
Wasatch advisors lp	1.71M	1.25%	$252.54M
Caitlin john	10.22K	1.00%	$1.51M
Yorktown management & research	5.60K	0.74%	$692.05K
Timessquare capital management	315.47K	0.68%	$46.71M
Geneva capital management	256.59K	0.66%	$37.99M
Islay capital management	5.11K	0.53%	$756.83K

Top Buyers

Holder	Shares	% Assets	Change
Price t rowe associates inc /md/	1.29M	0.02%	900.28K
Vanguard group	3.90M	0.01%	863.33K
Norges bank	465.44K	0.01%	465.44K
Invesco	1.92M	0.05%	388.02K
Ubs group	361.40K	0.01%	313.42K

Top Sellers

Holder	Shares	% Assets	Change
Epoch investment partners	-	-	-567.46K
Federated hermes	1.22M	0.40%	-275.28K
Balyasny asset management	-	-	-271.37K
Select equity group	-	-	-262.14K
Wasatch advisors lp	1.71M	1.25%	-231.21K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	465.44K	0.01%	465.44K	$68.91M
Artemis investment management llp	205.00K	0.43%	205.00K	$30.35M
Raymond james financial	162.66K	0.01%	162.66K	$24.08M
Arrowstreet capital, limited partnership	84.34K	0.01%	84.34K	$12.49M
Twinbeech capital lp	72.72K	0.18%	72.72K	$10.77M

Sold Out

Holder	Change
Financial gravity asset management	-1.00
Claris advisors, llc / mo /	-2.00
Capital performance advisors llp	-6.00
International assets investment management	-9.00
Versant capital management	-10.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	248	-23.69%	30,926,552	-19.96%	77	0.82%	136	-28.80%	83	-8.79%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	1.42M	3.27%	5.24K
Vanguard Total Stock Mkt Idx Inv	1.19M	2.74%	693.00
iShares Russell 2000 ETF	1.07M	2.46%	-
Vanguard Small Cap Index	959.55K	2.21%	777.00
Van Berkom Sm-Cap Eq	869.05K	2.08%	869.05K
T. Rowe Price New Horizons	867.81K	2.00%	-
Vanguard US Total Market Shares ETF	846.88K	1.95%	-366.83K
US Small-Cap Growth II Equity Comp	812.29K	1.94%	665.87K
Federated Hermes Kaufmann R	636.00K	1.52%	-
Federated Hermes Kaufmann Growth	636.00K	1.52%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 12, 2025	Rogers Hartley R.	Executive Co-Chairman	Sell	$1.63M
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

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	1
2024 Q4	1	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	1

HLNE Ownership FAQ

Who Owns Hamilton Lane?

Hamilton Lane shareholders are primarily institutional investors at 77.91%, followed by 7.07% insiders and 15.02% retail investors. The average institutional ownership in Hamilton Lane's industry, Asset Management Stocks, is 33.12%, which Hamilton Lane exceeds.

Who owns the most shares of Hamilton Lane?

Hamilton Lane’s largest shareholders are Blackrock funding, inc. /de (5.17M shares, 13.03%), Vanguard group (3.9M shares, 9.83%), and Blackrock (3.2M shares, 8.49%). Together, they hold 31.34% 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 3.76% of its assets in 54.03K Hamilton Lane shares, valued at 8M$.

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 3.27% of its total shares outstanding invested in 1.42M Hamilton Lane shares.

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