Fund shareholders of Hamilton Lane Inc
ISIN US4074971064 · United States · LEI 5493006OKN3V1NORM833
- Fund shareholders
- 368
- Of which ETFs
- 86 282 other funds
- Value held
- ≈ 1.3B $ 1.3B $ · 147.4M SEK · 99.7K €
368 funds hold this company. This table lists the 366 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 25,843 | 2M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 24,654 | 1.9M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 23,579 | 2.1M $ | 0.00 % | as of May 31, 2026 ↗ |
| Monarch Dividend Plus Index ETF Northern Lights Fund Trust IV | 23,111 | 2M $ | 3.31 % | as of May 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 22,343 | 2M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 22,127 | 1.9M $ | 0.11 % | as of May 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 21,422 | 1.7M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2500 ETF iShares Trust | 20,548 | 1.6M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P U.S. Growth ETF iShares Trust | 19,417 | 1.5M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund | 19,282 | 1.7M $ | 0.25 % | as of May 31, 2026 ↗ |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 19,004 | 1.5M $ | 0.09 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 18,896 | 1.5M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 18,719 | 1.5M $ | 0.09 % | as of Jun 30, 2026 ↗ |
| NYLIM VP Small Cap Growth Portfolio NYLIM VP FUNDS TRUST | 18,510 | 1.5M $ | 0.34 % | as of Jun 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 18,367 | 1.6M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| Sit Mid Cap Growth Fund SIT MID CAP GROWTH FUND INC | 17,550 | 1.4M $ | 0.59 % | as of Jun 30, 2026 ↗ |
| Morningstar U.S. Equity Fund Morningstar Funds Trust | 17,240 | 1.5M $ | 0.08 % | as of Jul 31, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 16,900 | 1.3M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II | 16,387 | 1.3M $ | 0.34 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P U.S. Value ETF iShares Trust | 16,109 | 1.3M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Copeland SMID Cap Dividend Growth Fund Copeland Trust | 16,034 | 1.4M $ | 1.01 % | as of May 31, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 16,000 | 15.2M SEK | 0.05 % | as of Mar 31, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 15,923 | 1.4M $ | 0.10 % | as of May 31, 2026 ↗ |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 15,623 | 1.4M $ | 0.10 % | as of Jul 31, 2026 ↗ |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 15,547 | 1.4M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| SmallCap Account Principal Variable Contract Funds, Inc | 15,300 | 1.2M $ | 0.61 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 15,057 | 1.3M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 14,590 | 1.3M $ | 0.10 % | as of Jul 31, 2026 ↗ |
| Virtus Tactical Allocation Fund Virtus Equity Trust | 14,553 | 1.1M $ | 0.20 % | as of Jun 30, 2026 ↗ |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 14,404 | 1.3M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 14,404 | 1.1M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 14,225 | 1.1M $ | 0.09 % | as of Jun 30, 2026 ↗ |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 14,213 | 1.1M $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Wasatch Global Opportunities Fund WASATCH FUNDS TRUST | 14,173 | 1.1M $ | 0.74 % | as of Jun 30, 2026 ↗ |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 14,151 | 1.1M $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Catholic Responsible Investments Small-Mid Cap Equity Fund Catholic Responsible Investments Funds | 13,480 | 1.2M $ | 0.20 % | as of Jul 31, 2026 ↗ |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 13,449 | 1.1M $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 13,311 | 1.2M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 13,293 | 1.2M $ | 0.14 % | as of May 31, 2026 ↗ |
| Nomura VIP Opportunity Series Delaware VIP Trust | 13,048 | 1M $ | 1.18 % | as of Jun 30, 2026 ↗ |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 13,029 | 1.2M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Touchstone Strategic Trust-Touchstone Dynamic Large Cap Growth Fund Touchstone Strategic Trust | 12,595 | 992.9K $ | 0.63 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Financial Services ETF iShares Trust | 12,283 | 1.1M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| AMG TimesSquare Small Cap Growth Fund AMG Funds | 11,590 | 913.6K $ | 0.82 % | as of Jun 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 11,516 | 1M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| LVIP State Street Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 11,410 | 899.5K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 11,258 | 1M $ | 0.10 % | as of Jul 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 11,088 | 966.1K $ | 0.01 % | as of May 31, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 11,058 | 983.2K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| ALPS Global Opportunity Fund FINANCIAL INVESTORS TRUST | 11,015 | 979.3K $ | 2.23 % | as of Jul 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 10,845 | 964.2K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Sit Small Cap Growth Fund SIT MUTUAL FUNDS INC | 10,675 | 841.5K $ | 0.58 % | as of Jun 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 10,646 | 839.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iMGP Small Company Fund LITMAN GREGORY FUNDS TRUST | 10,034 | 791K $ | 1.44 % | as of Jun 30, 2026 ↗ |
| LargeCap Growth Account I Principal Variable Contract Funds, Inc | 9,930 | 782.8K $ | 0.13 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 9,883 | 779.1K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 9,533 | 847.6K $ | 0.12 % | as of Jul 31, 2026 ↗ |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 9,343 | 736.5K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Embark Small Cap Equity Fund Harbor Funds II | 9,269 | 824.1K $ | 0.13 % | as of Jul 31, 2026 ↗ |
| Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST | 9,202 | 725.4K $ | 1.89 % | as of Jun 30, 2026 ↗ |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 9,151 | 797.3K $ | 0.01 % | as of May 31, 2026 ↗ |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 9,074 | 715.3K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 8,979 | 798.3K $ | 0.08 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 8,971 | 781.6K $ | 0.00 % | as of May 31, 2026 ↗ |
| Small Company Value Trust John Hancock Variable Insurance Trust | 8,664 | 683K $ | 0.45 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 8,538 | 673.1K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 8,513 | 741.7K $ | 0.01 % | as of May 31, 2026 ↗ |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 8,436 | 665K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 8,378 | 744.9K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 8,223 | 648.2K $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 7,977 | 709.2K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 7,770 | 677K $ | 0.01 % | as of May 29, 2026 ↗ |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 7,494 | 590.8K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 7,464 | 588.4K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 7,362 | 580.3K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 7,351 | 653.6K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Timothy Plan US Small Cap Core ETF Timothy Plan | 7,314 | 576.6K $ | 0.16 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 7,055 | 556.1K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 6,978 | 620.4K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 6,978 | 608K $ | 0.02 % | as of May 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 6,878 | 542.2K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 6,788 | 535.1K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| ALGER SMALL CAP GROWTH FUND ALGER FUNDS | 6,758 | 600.9K $ | 0.29 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,721 | 585.6K $ | 0.01 % | as of May 31, 2026 ↗ |
| Alger Dynamic Opportunities Fund ALGER FUNDS II | 6,526 | 580.2K $ | 0.26 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,522 | 514.1K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 6,500 | 566.3K $ | 0.04 % | as of May 31, 2026 ↗ |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 6,377 | 502.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Column Small Cap Select Fund Trust for Professional Managers | 6,234 | 543.2K $ | 0.03 % | as of May 31, 2026 ↗ |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 6,124 | 482.8K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 6,117 | 482.2K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 6,102 | 531.7K $ | 0.10 % | as of May 31, 2026 ↗ |
| Buffalo Early Stage Growth Fund Buffalo Funds | 6,068 | 478.3K $ | 0.63 % | as of Jun 30, 2026 ↗ |
| Large Company Growth Portfolio Wilshire Mutual Funds Inc | 5,964 | 470.1K $ | 0.17 % | as of Jun 30, 2026 ↗ |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 5,963 | 530.2K $ | 0.10 % | as of Jul 31, 2026 ↗ |
| Baron SMID Cap ETF Baron ETF Trust | 5,884 | 463.8K $ | 1.40 % | as of Jun 30, 2026 ↗ |
| MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 5,643 | 491.7K $ | 0.15 % | as of May 31, 2026 ↗ |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 5,637 | 444.4K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 5,542 | 492.7K $ | 0.10 % | as of Jul 31, 2026 ↗ |
| Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 5,452 | 475K $ | 0.11 % | as of May 31, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight in fund | |
|---|---|---|
| BNP Paribas Funds US Small Cap BNP Paribas Asset Management Luxembourg | 1.21 % | as of Dec 31, 2025 ↗ |
| BNP Paribas Funds US Mid Cap BNP Paribas Asset Management Luxembourg | 0.92 % | as of Dec 31, 2025 ↗ |
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 Listed Private Managers ETF Tema ETF Trust | 4.90 % | as of May 31, 2026 ↗ |
| VanEck Alternative Asset Manager ETF VanEck ETF Trust | 3.51 % | as of Jun 30, 2026 ↗ |
| Monarch Dividend Plus Index ETF Northern Lights Fund Trust IV | 3.31 % | as of May 31, 2026 ↗ |
| ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS | 2.67 % | as of Jul 31, 2026 ↗ |
| ALPS Global Opportunity Portfolio ALPS VARIABLE INVESTMENT TRUST | 2.28 % | as of Jun 30, 2026 ↗ |
| ALPS Global Opportunity Fund FINANCIAL INVESTORS TRUST | 2.23 % | as of Jul 31, 2026 ↗ |
| Virtus KAR Mid-Cap Core Fund Virtus Equity Trust | 2.18 % | as of Jun 30, 2026 ↗ |
| DF DENT SMALL CAP GROWTH FUND FORUM FUNDS | 2.10 % | as of Jun 30, 2026 ↗ |
| Carnegie Listed Private Equity Carnegie Fonder AB | 2.03 % | as of Mar 31, 2026 ↗ |
| Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust | 2.01 % | as of Jun 30, 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 |
|---|---|---|---|---|
| 2026Q3 | 362 | -43 | 16,117,899 | -13.8 % |
| 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 |
Cite this page
Titelia. "Fund shareholders of Hamilton Lane Inc". https://titelia.com/en/stocks/hamilton-lane-inc-US4074971064