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 | |
|---|---|---|---|---|
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,522 | 648.3K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 6,500 | 682.1K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 6,444 | 640.5K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 6,376 | 586.5K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Embark Small Cap Equity Fund Harbor Funds II | 6,370 | 586K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| Buffalo Early Stage Growth Fund Buffalo Funds | 6,272 | 623.4K $ | 1.02 % | as of Mar 31, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 6,235 | 654.3K $ | 0.13 % | as of Feb 28, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 6,231 | 573.2K $ | 0.14 % | as of Apr 30, 2026 ↗ |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 6,223 | 572.5K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 6,000 | 596.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 5,895 | 586K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 5,862 | 615.2K $ | 0.19 % | as of Feb 28, 2026 ↗ |
| Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 5,753 | 529.2K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| iMGP Small Company Fund LITMAN GREGORY FUNDS TRUST | 5,715 | 568.1K $ | 1.14 % | as of Mar 31, 2026 ↗ |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 5,709 | 525.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 5,675 | 522K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 5,636 | 591.4K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Wasatch U.S. Select Fund WASATCH FUNDS TRUST | 5,275 | 524.3K $ | 3.24 % | as of Mar 31, 2026 ↗ |
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,046 | 529.5K $ | 0.21 % | as of Feb 28, 2026 ↗ |
| Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 4,998 | 524.5K $ | 0.13 % | as of Feb 28, 2026 ↗ |
| iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | 4,985 | 495.5K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 4,924 | 453K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Federated Hermes Kaufmann Fund II Federated Hermes Insurance Series | 4,863 | 483.4K $ | 0.51 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 4,805 | 477.6K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 4,800 | 477.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 4,744 | 471.6K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 4,694 | 431.8K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Small Company Value Trust John Hancock Variable Insurance Trust | 4,591 | 456.3K $ | 0.35 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 4,452 | 442.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,429 | 407.4K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Timothy Plan US Small Cap Core ETF Timothy Plan | 4,378 | 435.2K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| Old Westbury Total Equity Fund Old Westbury Funds Inc | 4,370 | 402K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Penn Series Small Cap Growth Fund Penn Series Funds Inc | 4,312 | 428.6K $ | 0.49 % | as of Mar 31, 2026 ↗ |
| Alger Small Cap Growth Portfolio ALGER PORTFOLIOS | 4,226 | 420.1K $ | 0.32 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 4,130 | 433.4K $ | 0.01 % | as of Feb 27, 2026 ↗ |
| Sit Small Cap Dividend Growth Fund SIT MUTUAL FUNDS INC | 4,125 | 410K $ | 0.86 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 4,010 | 368.9K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Baron SMID Cap ETF Baron ETF Trust | 4,000 | 397.6K $ | 1.52 % | as of Mar 31, 2026 ↗ |
| ALPS Global Opportunity Portfolio ALPS VARIABLE INVESTMENT TRUST | 3,935 | 391.1K $ | 2.26 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 3,716 | 341.8K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | 3,548 | 352.7K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 3,528 | 350.7K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 3,524 | 369.8K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 3,505 | 367.8K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust | 3,425 | 340.4K $ | 0.21 % | as of Mar 31, 2026 ↗ |
| Copeland Dividend Growth Fund Copeland Trust | 3,377 | 354.4K $ | 1.30 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,344 | 332.4K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,307 | 347K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| YORKTOWN GROWTH FUND American Pension Investors Trust | 3,300 | 303.6K $ | 0.25 % | as of Apr 30, 2026 ↗ |
| Barrons 400 ETF ALPS ETF TRUST | 3,278 | 344K $ | 0.16 % | as of Feb 28, 2026 ↗ |
| Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 3,248 | 298.8K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 3,216 | 319.7K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 3,148 | 330.4K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 3,105 | 325.8K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 3,087 | 306.8K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| SFT Index 400 Mid-Cap Fund Securian Funds Trust | 3,030 | 301.2K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 2,975 | 273.7K $ | 0.22 % | as of Apr 30, 2026 ↗ |
| U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES | 2,968 | 295K $ | 0.30 % | as of Mar 31, 2026 ↗ |
| Eaton Vance All Asset Strategy Fund Eaton Vance Growth Trust | 2,932 | 307.7K $ | 0.13 % | as of Feb 28, 2026 ↗ |
| Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | 2,857 | 284K $ | 0.18 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 2,787 | 277K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 2,785 | 276.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Inspire 500 ETF Northern Lights Fund Trust IV | 2,775 | 291.2K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 2,739 | 272.3K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,733 | 286.8K $ | 0.15 % | as of Feb 28, 2026 ↗ |
| Wasatch Global Select Fund WASATCH FUNDS TRUST | 2,699 | 268.3K $ | 2.34 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 2,666 | 245.2K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 2,550 | 267.6K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 2,468 | 245.3K $ | 0.16 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 2,406 | 239.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 2,391 | 237.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | 2,371 | 235.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 2,357 | 234.3K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 2,303 | 241.7K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 2,268 | 208.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 2,229 | 221.6K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust | 2,147 | 197.5K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 2,139 | 212.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 2,130 | 211.7K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 2,020 | 200.8K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust | 1,987 | 197.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust SMID Growth Strength ETF First Trust Exchange-Traded Fund VI | 1,960 | 194.8K $ | 0.70 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,959 | 194.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,919 | 176.5K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Movestic Global Investmentbolag Movestic Fonder AB | 1,892 | 1.8M SEK | 0.25 % | as of Mar 31, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 1,864 | 171.5K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,834 | 168.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,792 | 178.1K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| First Trust Small Cap BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 1,713 | 170.3K $ | 0.76 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 1,693 | 155.7K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Large Company Value Portfolio Wilshire Mutual Funds Inc | 1,690 | 168K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 1,656 | 152.3K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Virtus Tactical Allocation Series Virtus Variable Insurance Trust | 1,609 | 159.9K $ | 0.27 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,597 | 167.6K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 1,594 | 167.3K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 1,593 | 158.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,591 | 158.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust | 1,577 | 156.8K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 1,565 | 155.6K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 1,534 | 141.1K $ | 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 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