Fund shareholders of Hamilton Lane Inc
ISIN US4074971064 · United States · LEI 5493006OKN3V1NORM833
- Fund shareholders
- 409
- Of which ETFs
- 91 318 other funds
- Value held
- 1.8B $ 147.4M SEK · 99.7K €
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 1,352,877 | 134.5M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,256,888 | 124.9M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 911,735 | 90.6M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Virtus KAR Mid-Cap Core Fund Virtus Equity Trust | 567,684 | 56.4M $ | 2.90 % | as of Mar 31, 2026 ↗ |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 534,202 | 53.1M $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Wasatch Core Growth Fund WASATCH FUNDS TRUST | 513,075 | 51M $ | 1.71 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 509,950 | 50.7M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 456,494 | 45.4M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS | 370,993 | 38.9M $ | 0.45 % | as of Feb 28, 2026 ↗ |
| Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust | 366,714 | 36.5M $ | 2.54 % | as of Mar 31, 2026 ↗ |
| Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust | 326,381 | 30M $ | 0.58 % | as of Apr 30, 2026 ↗ |
| Small Cap Growth Fund American Century Mutual Funds, Inc. | 321,087 | 29.5M $ | 0.58 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 305,329 | 30.3M $ | 0.33 % | as of Mar 31, 2026 ↗ |
| Small-MidCap Dividend Income Fund Principal Funds, Inc | 303,879 | 31.9M $ | 1.84 % | as of Feb 28, 2026 ↗ |
| ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust | 295,007 | 27.1M $ | 1.36 % | as of Apr 30, 2026 ↗ |
| Champlain MidCap Fund ADVISORS' INNER CIRCLE FUND II | 291,000 | 28.9M $ | 1.36 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Fund John Hancock Investment Trust | 265,060 | 24.4M $ | 1.22 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 261,361 | 26M $ | 0.28 % | as of Mar 31, 2026 ↗ |
| MFS New Discovery Fund MFS SERIES TRUST I | 256,114 | 26.9M $ | 1.28 % | as of Feb 28, 2026 ↗ |
| Column Mid Cap Select Fund Trust for Professional Managers | 237,452 | 24.9M $ | 0.83 % | as of Feb 28, 2026 ↗ |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 223,834 | 20.6M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Janus Henderson Triton Fund JANUS INVESTMENT FUND | 220,599 | 21.9M $ | 0.42 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | 218,964 | 21.8M $ | 0.27 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 215,495 | 22.6M $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Federated Hermes Kaufmann Fund Federated Hermes Equity Funds | 200,000 | 18.4M $ | 0.39 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 199,811 | 19.9M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 198,687 | 20.9M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| Wasatch Small Cap Value Fund WASATCH FUNDS TRUST | 188,011 | 18.7M $ | 1.42 % | as of Mar 31, 2026 ↗ |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 176,927 | 17.6M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Multi-Manager Large Cap Growth Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 174,197 | 17.3M $ | 0.37 % | as of Mar 31, 2026 ↗ |
| Columbia Acorn Fund COLUMBIA ACORN TRUST | 169,441 | 16.8M $ | 0.75 % | as of Mar 31, 2026 ↗ |
| Harbor Small Cap Growth Fund HARBOR FUNDS | 167,506 | 15.4M $ | 0.60 % | as of Apr 30, 2026 ↗ |
| Franklin Small Cap Growth Fund Franklin Strategic Series | 166,979 | 15.4M $ | 0.63 % | as of Apr 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 166,645 | 15.3M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 159,435 | 14.7M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| SmallCap Fund Principal Funds, Inc | 159,200 | 14.6M $ | 0.70 % | as of Apr 30, 2026 ↗ |
| iShares Russell Mid-Cap ETF iShares Trust | 154,671 | 15.4M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 149,854 | 13.8M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Janus Henderson Venture Fund JANUS INVESTMENT FUND | 147,481 | 14.7M $ | 0.48 % | as of Mar 31, 2026 ↗ |
| Carnegie Listed Private Equity Carnegie Fonder AB | 137,734 | 130.5M SEK | 2.03 % | as of Mar 31, 2026 ↗ |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 134,205 | 13.3M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| Champlain Small Company Fund ADVISORS' INNER CIRCLE FUND II | 134,000 | 13.3M $ | 1.30 % | as of Mar 31, 2026 ↗ |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 119,841 | 11M $ | 0.29 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 119,784 | 11M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 116,745 | 12.3M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. | 115,815 | 11.5M $ | 0.27 % | as of Mar 31, 2026 ↗ |
| iShares Russell 1000 Growth ETF iShares Trust | 106,206 | 10.6M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds | 100,000 | 9.2M $ | 0.32 % | as of Apr 30, 2026 ↗ |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 95,398 | 9.5M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 87,030 | 9.1M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS | 84,978 | 7.8M $ | 2.79 % | as of Apr 30, 2026 ↗ |
| Optimum Large Cap Growth Fund Optimum Fund Trust | 84,330 | 8.4M $ | 0.49 % | as of Mar 31, 2026 ↗ |
| Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds | 83,070 | 7.6M $ | 0.69 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 76,936 | 8.1M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust | 75,091 | 6.9M $ | 1.42 % | as of Apr 30, 2026 ↗ |
| Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I | 72,896 | 7.6M $ | 0.46 % | as of Feb 28, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 69,686 | 7.3M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| iShares Core Dividend Growth ETF iShares Trust | 68,595 | 6.3M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| VanEck Alternative Asset Manager ETF VanEck ETF Trust | 68,259 | 6.8M $ | 3.82 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 67,717 | 6.7M $ | 1.62 % | as of Mar 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 64,964 | 6.5M $ | 0.35 % | as of Mar 31, 2026 ↗ |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 64,133 | 5.9M $ | 0.55 % | as of Apr 30, 2026 ↗ |
| ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust | 63,903 | 6.4M $ | 1.61 % | as of Mar 31, 2026 ↗ |
| FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY Capitol Series Trust | 62,595 | 6.2M $ | 2.04 % | as of Mar 31, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 62,221 | 6.5M $ | 0.12 % | as of Feb 28, 2026 ↗ |
| LargeCap Growth Fund I Principal Funds, Inc | 61,038 | 5.6M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 60,886 | 6.4M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 59,140 | 5.9M $ | 0.91 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 52,841 | 4.9M $ | 0.25 % | as of Apr 30, 2026 ↗ |
| CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust | 52,581 | 5.2M $ | 1.52 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 52,116 | 5.2M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco Global Listed Private Equity ETF Invesco Exchange-Traded Fund Trust | 51,766 | 4.8M $ | 1.87 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 49,794 | 4.6M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 43,924 | 4.6M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Column Mid Cap Fund Trust for Professional Managers | 43,383 | 4.6M $ | 0.42 % | as of Feb 28, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 42,466 | 3.9M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 40,810 | 3.8M $ | 0.19 % | as of Apr 30, 2026 ↗ |
| JNL Mid Cap Index Fund JNL Series Trust | 40,776 | 4.1M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II | 40,718 | 4M $ | 0.53 % | as of Mar 31, 2026 ↗ |
| AMG GW&K Small/Mid Cap Core Fund AMG Funds | 40,413 | 4M $ | 0.56 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 40,411 | 4M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Opus Small Cap Value ETF ETF Series Solutions | 39,760 | 3.7M $ | 0.54 % | as of Apr 30, 2026 ↗ |
| MFS New Discovery Series MFS VARIABLE INSURANCE TRUST | 39,657 | 3.9M $ | 0.56 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Trust John Hancock Variable Insurance Trust | 39,074 | 3.9M $ | 1.35 % | as of Mar 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 38,132 | 3.8M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 37,532 | 3.5M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Nuveen Quant Mid Cap Growth Fund TIAA-CREF Funds | 36,580 | 3.4M $ | 0.49 % | as of Apr 30, 2026 ↗ |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | 35,415 | 3.5M $ | 0.33 % | as of Mar 31, 2026 ↗ |
| Small Cap Growth Fund VALIC Co I | 34,723 | 3.6M $ | 0.67 % | as of Feb 28, 2026 ↗ |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 34,543 | 3.2M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 33,675 | 3.3M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 33,560 | 3.3M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 33,221 | 3.1M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 33,082 | 3M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST | 32,498 | 3.2M $ | 0.75 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 32,248 | 3.2M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Mid Cap Index Fund VALIC Co I | 31,679 | 3.3M $ | 0.13 % | as of Feb 28, 2026 ↗ |
| Nomura Smid Cap Core Fund IVY FUNDS | 31,657 | 3.1M $ | 0.90 % | as of Mar 31, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 31,656 | 3.1M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 31,513 | 2.9M $ | 0.00 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| Tema Alternative Asset Managers ETF Tema ETF Trust | 4.94 % | as of Feb 28, 2026 ↗ |
| VanEck Alternative Asset Manager ETF VanEck ETF Trust | 3.82 % | as of Mar 31, 2026 ↗ |
| Wasatch U.S. Select Fund WASATCH FUNDS TRUST | 3.24 % | as of Mar 31, 2026 ↗ |
| Virtus KAR Mid-Cap Core Fund Virtus Equity Trust | 2.90 % | as of Mar 31, 2026 ↗ |
| ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS | 2.79 % | as of Apr 30, 2026 ↗ |
| Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST | 2.78 % | as of Mar 31, 2026 ↗ |
| Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust | 2.54 % | as of Mar 31, 2026 ↗ |
| Wasatch Global Select Fund WASATCH FUNDS TRUST | 2.34 % | as of Mar 31, 2026 ↗ |
| ALPS Global Opportunity Portfolio ALPS VARIABLE INVESTMENT TRUST | 2.26 % | as of Mar 31, 2026 ↗ |
| FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY Capitol Series Trust | 2.04 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 405 | -9 | 18,694,826 | +0.6 % |
| 2026Q1 | 414 | +5 | 18,574,523 | -4.3 % |
| 2025Q4 | 409 | -29 | 19,407,842 | -9.5 % |
| 2025Q3 | 438 | +5 | 21,448,813 | -11.5 % |
| 2025Q2 | 433 | +19 | 24,244,611 | +7.1 % |
| 2025Q1 | 414 | +27 | 22,633,646 | +4.9 % |
| 2024Q4 | 387 | +72 | 21,578,363 | +13.6 % |
| 2024Q3 | 315 | +2 | 18,989,653 | +0.7 % |
| 2024Q2 | 313 | +20 | 18,864,930 | +3.2 % |
| 2024Q1 | 293 | +2 | 18,287,053 | +1.2 % |
| 2023Q4 | 291 | 18,071,924 |
Institutional managers
377 managers declare this company to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 4,075,942 | 405.1M $ | as of Mar 31, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3,415,150 | 339.5M $ | as of Mar 31, 2026 |
| WASATCH ADVISORS LP | 1,751,596 | 174.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,319,121 | 131.8M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 1,223,381 | 121.6M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 1,103,913 | 109.7M $ | as of Mar 31, 2026 |
| Champlain Investment Partners, LLC | 1,087,227 | 108.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,050,026 | 104.4M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 989,793 | 98.4K $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 905,660 | 90M $ | as of Mar 31, 2026 |
| Van Berkom & Associates Inc. | 833,307 | 82.8K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 725,272 | 72.1M $ | as of Mar 31, 2026 |
| NEUBERGER BERMAN GROUP LLC | 710,748 | 70.6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 678,579 | 67.4M $ | as of Mar 31, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 678,491 | 67.4M $ | as of Mar 31, 2026 |
| Clearbridge Investments, LLC | 668,687 | 66.5M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 654,579 | 65.1M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 646,104 | 64.2M $ | as of Mar 31, 2026 |
| Capital World Investors | 640,782 | 63.7M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 605,530 | 60.1M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 526,780 | 52.4M $ | as of Mar 31, 2026 |
| UBS Group AG | 513,247 | 51M $ | as of Mar 31, 2026 |
| Copeland Capital Management, LLC | 505,806 | 50.3M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 443,232 | 44.1M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 431,166 | 42.9M $ | as of Mar 31, 2026 |
Declared shareholders of Hamilton Lane Inc
1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Kayne Anderson Rudnick Investment Management, LLC | 7.80 % | 3,415,380 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Hamilton Lane Inc". https://titelia.com/en/stocks/hamilton-lane-inc-US4074971064