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 | |
|---|---|---|---|---|
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 30,151 | 3.2M $ | 0.12 % | as of Feb 28, 2026 ↗ |
| SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust | 29,947 | 3M $ | 1.02 % | as of Mar 31, 2026 ↗ |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 28,934 | 2.9M $ | 0.14 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 28,839 | 2.9M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 28,688 | 2.9M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 26,865 | 2.8M $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 26,434 | 2.8M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 26,250 | 2.4M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 26,009 | 2.4M $ | 0.12 % | as of Apr 30, 2026 ↗ |
| Mid Cap Index Fund Northern Funds | 25,751 | 2.6M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 25,630 | 2.5M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| DF DENT SMALL CAP GROWTH FUND FORUM FUNDS | 25,378 | 2.5M $ | 1.69 % | as of Mar 31, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 24,654 | 2.5M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 24,417 | 2.4M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 24,030 | 2.2M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 23,579 | 2.5M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares U.S. Financials ETF iShares Trust | 22,990 | 2.1M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 22,142 | 2.2M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 21,155 | 1.9M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 20,837 | 2.1M $ | 0.36 % | as of Mar 31, 2026 ↗ |
| Morningstar U.S. Equity Fund Morningstar Funds Trust | 20,421 | 1.9M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| iShares Russell Mid-Cap Value ETF iShares Trust | 20,395 | 2M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 20,119 | 2.1M $ | 0.13 % | as of Feb 28, 2026 ↗ |
| Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST | 19,874 | 2M $ | 0.75 % | as of Mar 31, 2026 ↗ |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 19,341 | 1.9M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 19,316 | 1.9M $ | 0.51 % | as of Mar 31, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 19,200 | 1.9M $ | 0.23 % | as of Mar 31, 2026 ↗ |
| Buffalo Small Cap Growth Fund Buffalo Funds | 19,053 | 1.9M $ | 0.49 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 19,036 | 1.9M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 19,004 | 1.9M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P U.S. Growth ETF iShares Trust | 18,985 | 1.9M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 18,600 | 1.8M $ | 0.39 % | as of Mar 31, 2026 ↗ |
| Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II | 17,890 | 1.8M $ | 0.53 % | as of Mar 31, 2026 ↗ |
| Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios | 17,500 | 1.7M $ | 0.91 % | as of Mar 31, 2026 ↗ |
| Copeland SMID Cap Dividend Growth Fund Copeland Trust | 17,032 | 1.8M $ | 1.21 % | as of Feb 28, 2026 ↗ |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 16,596 | 1.5M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 16,000 | 15.2M SEK | 0.05 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P U.S. Value ETF iShares Trust | 15,833 | 1.6M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 15,651 | 1.6M $ | 0.18 % | as of Feb 28, 2026 ↗ |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 15,632 | 1.4M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 15,494 | 1.6M $ | 0.12 % | as of Feb 28, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 15,466 | 1.4M $ | 0.07 % | as of Apr 30, 2026 ↗ |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 15,404 | 1.5M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2500 ETF iShares Trust | 15,288 | 1.5M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 15,254 | 1.4M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Virtus Tactical Allocation Fund Virtus Equity Trust | 14,958 | 1.5M $ | 0.27 % | as of Mar 31, 2026 ↗ |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 14,905 | 1.4M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| AMG TimesSquare Small Cap Growth Fund AMG Funds | 14,690 | 1.5M $ | 1.56 % | as of Mar 31, 2026 ↗ |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 14,515 | 1.4M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Wasatch Global Opportunities Fund WASATCH FUNDS TRUST | 14,450 | 1.4M $ | 1.05 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 14,400 | 1.3M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 14,225 | 1.4M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 14,204 | 1.4M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| SmallCap Account Principal Variable Contract Funds, Inc | 14,200 | 1.4M $ | 0.83 % | as of Mar 31, 2026 ↗ |
| Touchstone Strategic Trust-Touchstone Dynamic Large Cap Growth Fund Touchstone Strategic Trust | 14,030 | 1.4M $ | 1.00 % | as of Mar 31, 2026 ↗ |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 13,868 | 1.4M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 13,029 | 1.2M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 12,698 | 1.2M $ | 0.12 % | as of Apr 30, 2026 ↗ |
| Sit Mid Cap Growth Fund SIT MID CAP GROWTH FUND INC | 12,450 | 1.2M $ | 0.60 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Financial Services ETF iShares Trust | 12,352 | 1.1M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 12,276 | 1.1M $ | 0.12 % | as of Apr 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 12,109 | 1.3M $ | 0.17 % | as of Feb 28, 2026 ↗ |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 12,010 | 1.2M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 11,516 | 1.1M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Eaton Vance Equity Strategy Fund Eaton Vance Growth Trust | 11,309 | 1.2M $ | 0.21 % | as of Feb 28, 2026 ↗ |
| American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund | 11,114 | 1.2M $ | 0.30 % | as of Feb 28, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 10,985 | 1M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 10,903 | 1.1M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 10,730 | 1.1M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 10,519 | 1.1M $ | 0.03 % | as of Feb 28, 2026 ↗ |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 10,261 | 1M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST | 9,991 | 993.1K $ | 2.78 % | as of Mar 31, 2026 ↗ |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 9,261 | 920.5K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 9,207 | 915.2K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 9,174 | 962.7K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| ALPS Global Opportunity Fund FINANCIAL INVESTORS TRUST | 8,715 | 801.7K $ | 1.80 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 8,513 | 893.4K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 8,500 | 844.9K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 8,223 | 817.4K $ | 0.18 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 8,132 | 853.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Alger Dynamic Opportunities Fund ALGER FUNDS II | 8,007 | 736.6K $ | 0.33 % | as of Apr 30, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 7,802 | 717.7K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 7,675 | 706K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 7,510 | 690.8K $ | 0.20 % | as of Apr 30, 2026 ↗ |
| Sit Small Cap Growth Fund SIT MUTUAL FUNDS INC | 7,500 | 745.5K $ | 0.60 % | as of Mar 31, 2026 ↗ |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 7,494 | 744.9K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 7,464 | 741.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 7,305 | 672K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Small Company Fund American Century Quantitative Equity Funds, Inc. | 7,262 | 721.8K $ | 0.46 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 7,069 | 650.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 6,978 | 641.9K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| ALGER SMALL CAP GROWTH FUND ALGER FUNDS | 6,971 | 641.3K $ | 0.34 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 6,935 | 689.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 6,878 | 683.7K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Nomura VIP Opportunity Series Delaware VIP Trust | 6,810 | 676.9K $ | 0.91 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 6,688 | 664.8K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 6,608 | 607.9K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| Column Small Cap Select Fund Trust for Professional Managers | 6,603 | 692.9K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,595 | 692.1K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Large Company Growth Portfolio Wilshire Mutual Funds Inc | 6,580 | 654.1K $ | 0.26 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| 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 table shows the 25 largest.
| 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
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| 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