HLNE — Hamilton Lane Inc Institutional Holders · Q3 2026
Who owns Hamilton Lane Inc (HLNE)? 13 institutions reported holding $12.68M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($11.2M), Farther Finance Advisors, LLC ($1.0M), Legacy Wealth Asset Management, LLC ($206,119).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $11.2M | 128,545 | Added |
| 2 | Farther Finance Advisors, LLC | $1.0M | 11,918 | Added |
| 3 | Legacy Wealth Asset Management, LLC | $206,119 | 2,373 | New |
| 4 | Central Pacific Bank - Trust Division | $179,800 | 2,070 | New |
| 5 | GAMMA Investing LLC | $68,533 | 789 | Added |
| 6 | MassMutual Private Wealth & Trust, FSB | $9,033 | 104 | Trimmed |
| 7 | GK Wealth Management LLC | $7,731 | 89 | New |
| 8 | ELEVATION WEALTH PARTNERS, LLC | $7,384 | 85 | Trimmed |
| 9 | CX Institutional | $1,000 | 13 | Hold |
| 10 | CoreCap Advisors, LLC | $869 | 10 | Trimmed |
| 11 | Retirement Wealth Solutions LLC | $93 | 1 | Hold |
| 12 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
| 13 | Planning Strategies Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30