Hamilton Lane Incorporated Class A Common Stock — Institutional Ownership

Which tracked institutions hold HLNE, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

34
Funds holding
$1137056044
Total value held
Buying
27 added/new · 7 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $337501604 4281385 +205443 +5.04%
2 State Street Corp $107660415 1355756 +36635 +2.78%
3 Janus Henderson Group Plc $90045477 905660 +905660 NEW BUY
4 Principal Financial Group Inc $81363157 1032111 -71802 -6.50%
5 Morgan Stanley $67563078 857072 +131800 +18.17%
6 Raymond James Financial Inc $48902979 620360 +14830 +2.45%
7 Bank Of America Corp /De/ $46236160 586530 +218709 +59.46%
8 Invesco Ltd. $45748490 580344 +580344 NEW BUY
9 Wells Fargo & Company/Mn $45168897 572991 -73113 -11.32%
10 Ubs Group Ag $38990186 494611 +494611 NEW BUY
11 Northern Trust Corp $34231217 434241 +4741 +1.10%
12 Sei Investments Co $29294429 371616 -34809 -8.56%
13 Goldman Sachs Group Inc $28584165 362605 +107474 +42.13%
14 Bank Of New York Mellon Corp $22427182 284501 -23225 -7.55%
15 Jpmorgan Chase & Co $18782318 248799 +15682 +6.73%
16 Ameriprise Financial Inc $18614911 236132 +236132 NEW BUY
17 Franklin Resources Inc $15224060 193125 +48958 +33.96%
18 Citigroup Inc $14993782 190204 +65054 +51.98%
19 Royal Bank Of Canada $11991000 152115 +3209 +2.16%
20 Toronto Dominion Bank $8681551 110130 +110130 NEW BUY
21 Stifel Financial Corp $8359364 106043 +106043 NEW BUY
22 Jefferies Financial Group Inc. $6028603 76476 +76476 NEW BUY
23 Truist Financial Corp $2444590 31011 -3169 -9.27%
24 Fifth Third Bancorp $2283637 28969 +10387 +55.90%
25 Barclays Plc $2280394 28928 +5441 +23.17%
26 M&T Bank Corp $1003005 12725 -749 -5.56%
27 Allstate Corp $952582 12084 +12084 NEW BUY
28 Bank Of Montreal /Can/ $840013 10656 +7264 +214.15%
29 Us Bancorp \De\ $470398 5967 +4908 +463.46%
30 Federated Hermes, Inc. $248866 3157 +3157 NEW BUY
31 Pnc Financial Services Group, Inc. $129948 1648 -2932 -64.02%
32 First Horizon Corp $8514 108 +108 NEW BUY
33 Zions Bancorporation, National Association /Ut/ $631 8 +8 NEW BUY
34 Amalgamated Financial Corp. $441 5709 +5709 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.