HAMILTON LANE INC shareholder history

Current and past HAMILTON LANE INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 1320.00%0.00%0.01%Q1 2017Q3 202336
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 27270.00%0.01%0.02%Q1 2017Q3 202327
BANK OF AMERICA CORP /DE/ 27270.00%0.00%0.01%Q1 2017Q3 202327
JPMORGAN CHASE & CO 27270.00%0.00%0.01%Q1 2017Q3 202327
PUTNAM INVESTMENTS LLC 27270.01%0.03%0.12%Q1 2017Q3 202327
WELLINGTON MANAGEMENT GROUP LLP 27270.00%0.03%0.07%Q1 2017Q3 202327
KORNITZER CAPITAL MANAGEMENT INC /KS 27270.07%0.21%0.33%Q1 2017Q3 202327
ALLIANCEBERNSTEIN L.P. 27270.00%0.02%0.04%Q1 2017Q3 202327
TimesSquare Capital Management, LLC 27270.16%0.52%0.82%Q1 2017Q3 202327
BlackRock Inc. 27270.00%0.00%0.01%Q1 2017Q3 202327
Legal & General Group Plc 27270.00%0.00%0.00%Q1 2017Q3 202327
WELLS FARGO & COMPANY/MN 27270.00%0.00%0.01%Q1 2017Q3 202327
MORGAN STANLEY 27270.00%0.00%0.01%Q1 2017Q3 202327
FEDERATED HERMES, INC. 27270.06%0.22%0.38%Q1 2017Q3 202327
METROPOLITAN LIFE INSURANCE CO/NY 26260.00%0.01%0.01%Q2 2017Q3 202326
VANGUARD GROUP INC 26260.00%0.00%0.01%Q2 2017Q3 202326
BNP PARIBAS FINANCIAL MARKETS 26260.00%0.00%0.01%Q2 2017Q3 202326
CITIGROUP INC 26260.00%0.00%0.00%Q2 2017Q3 202326
Bank of New York Mellon Corp 26260.00%0.00%0.01%Q2 2017Q3 202326
AMERIPRISE FINANCIAL INC 26260.00%0.01%0.05%Q2 2017Q3 202326
NORTHERN TRUST CORP 26260.00%0.00%0.01%Q2 2017Q3 202326
AMERICAN CENTURY COMPANIES INC 2510.00%0.01%0.03%Q1 2017Q3 202326
MANUFACTURERS LIFE INSURANCE COMPANY, THE 26260.00%0.00%0.00%Q2 2017Q3 202326
NEW YORK STATE COMMON RETIREMENT FUND 26260.00%0.00%0.01%Q2 2017Q3 202326
STATE STREET CORP 26260.00%0.00%0.00%Q2 2017Q3 202326
GEODE CAPITAL MANAGEMENT, LLC 26260.00%0.00%0.01%Q2 2017Q3 202326
AMERICAN INTERNATIONAL GROUP, INC. 26260.00%0.00%0.01%Q2 2017Q3 202326
Ameritas Investment Partners, Inc. 26260.00%0.01%0.01%Q2 2017Q3 202326
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 26260.00%0.00%0.01%Q2 2017Q3 202326
RHUMBLINE ADVISERS 26260.00%0.00%0.01%Q2 2017Q3 202326
BARCLAYS PLC 26260.00%0.00%0.01%Q2 2017Q3 202326
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 26260.00%0.00%0.01%Q2 2017Q3 202326
DEUTSCHE BANK AG\ 26260.00%0.00%0.01%Q2 2017Q3 202326
GOLDMAN SACHS GROUP INC 2230.00%0.00%0.01%Q1 2017Q3 202325
TWO SIGMA ADVISERS, LP 25250.00%0.01%0.01%Q3 2017Q3 202325
WASATCH ADVISORS LP 25250.37%1.09%1.71%Q3 2017Q3 202325
Renaissance Technologies 24240.00%0.02%0.04%Q3 2017Q2 202324
MetLife Investment Management, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
FIRST TRUST ADVISORS LP 2220.00%0.00%0.01%Q3 2017Q3 202324
OPPENHEIMER ASSET MANAGEMENT INC. 2310.00%0.04%0.08%Q3 2017Q3 202324
UBS Group AG 24240.00%0.00%0.00%Q4 2017Q3 202324
Tower Research Capital LLC (TRC) 1410.00%0.00%0.02%Q1 2017Q3 202324
CREDIT SUISSE AG/ 1950.00%0.00%0.01%Q3 2017Q3 202324
ROYAL BANK OF CANADA 2220.00%0.00%0.00%Q2 2017Q3 202324
THRIVENT FINANCIAL FOR LUTHERANS 24240.03%0.06%0.10%Q4 2017Q3 202324
PRINCIPAL FINANCIAL GROUP INC 2220.00%0.02%0.04%Q1 2017Q3 202324
FMR LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
GREAT WEST LIFE ASSURANCE CO /CAN/ 23230.00%0.00%0.01%Q1 2018Q3 202323
STRS OHIO 2210.00%0.00%0.01%Q2 2017Q3 202323
PNC FINANCIAL SERVICES GROUP, INC. 23230.00%0.00%0.00%Q1 2018Q3 202323
VOYA INVESTMENT MANAGEMENT LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
Invesco Ltd. 22220.00%0.02%0.03%Q2 2018Q3 202322
NISA INVESTMENT ADVISORS, LLC 22220.00%0.00%0.02%Q2 2018Q3 202322
DIMENSIONAL FUND ADVISORS LP 22220.00%0.01%0.02%Q2 2018Q3 202322
SEI INVESTMENTS CO 2110.00%0.02%0.03%Q1 2017Q3 202322
Russell Investments Group, Ltd. 1120.00%0.01%0.02%Q1 2017Q3 202321
HANCOCK WHITNEY CORP 21210.01%0.02%0.03%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
PARAMETRIC PORTFOLIO ASSOCIATES LLC 21210.00%0.00%0.00%Q1 2017Q1 202221
MILLENNIUM MANAGEMENT LLC 1020.00%0.01%0.04%Q1 2017Q3 202321
MACQUARIE GROUP LTD 20200.04%0.08%0.14%Q4 2018Q3 202320
STATE OF WISCONSIN INVESTMENT BOARD 20200.00%0.01%0.02%Q4 2018Q3 202320
DF DENT & CO INC 20200.03%0.21%0.39%Q4 2018Q3 202320
FULLER & THALER ASSET MANAGEMENT, INC. 1550.00%0.04%0.12%Q4 2017Q3 202320
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1360.01%0.01%0.02%Q3 2017Q3 202319
FRED ALGER MANAGEMENT, LLC 19190.01%0.27%0.51%Q1 2019Q3 202319
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1310.00%0.00%0.00%Q2 2019Q3 202319
Nuveen Asset Management, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
HSBC HOLDINGS PLC 1710.00%0.00%0.01%Q2 2018Q3 202318
AQR Capital Management 1620.00%0.00%0.00%Q2 2018Q3 202318
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 18180.00%0.00%0.01%Q2 2019Q3 202318
AMALGAMATED BANK 18180.00%0.01%0.02%Q2 2019Q3 202318
JENNISON ASSOCIATES LLC 1440.00%0.01%0.02%Q2 2018Q3 202318
D. E. Shaw & Co., Inc. 630.00%0.00%0.00%Q4 2017Q3 202318
AXIOM INVESTORS LLC /DE 18180.02%0.09%0.14%Q2 2019Q3 202318
Zurcher Kantonalbank (Zurich Cantonalbank) 18180.00%0.00%0.00%Q2 2019Q3 202318
BROWN BROTHERS HARRIMAN & CO 18180.00%0.00%0.01%Q2 2019Q3 202318
Swiss National Bank 18180.00%0.00%0.01%Q2 2019Q3 202318
Neuberger Berman Group LLC 17170.03%0.06%0.08%Q3 2019Q3 202317
RAYMOND JAMES & ASSOCIATES 17170.00%0.01%0.01%Q3 2019Q3 202317
ACADIAN ASSET MANAGEMENT LLC 910.00%0.00%0.01%Q2 2017Q3 202317
Grandeur Peak Global Advisors, LLC 17170.01%0.47%1.40%Q2 2017Q2 202117
Engineers Gate Manager LP 1320.01%0.04%0.09%Q1 2018Q2 202317
LOOMIS SAYLES & CO L P 17170.04%0.09%0.15%Q3 2019Q3 202317
Cubist Systematic Strategies, LLC 1520.00%0.02%0.05%Q1 2017Q3 202317
ENVESTNET ASSET MANAGEMENT INC 17170.00%0.00%0.01%Q3 2019Q3 202317
UBS ASSET MANAGEMENT AMERICAS INC 17170.00%0.00%0.00%Q3 2019Q3 202317
Squarepoint Ops LLC 610.00%0.01%0.03%Q4 2017Q1 202317
TPG Group Holdings (SBS) Advisors, Inc. 16160.14%0.91%2.74%Q1 2017Q4 202016
Versant Capital Management, Inc 16160.00%0.00%0.00%Q1 2020Q4 202316
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
VICTORY CAPITAL MANAGEMENT INC 1010.00%0.00%0.00%Q1 2019Q3 202316
Bullseye Asset Management LLC 16161.91%2.30%3.17%Q4 2019Q3 202316
US BANCORP \DE\ 15150.00%0.00%0.00%Q1 2020Q3 202315
SG Americas Securities, LLC 910.00%0.00%0.01%Q1 2017Q4 202215
SEGALL BRYANT & HAMILL, LLC 15150.02%0.07%0.15%Q1 2020Q3 202315
BNP Paribas Asset Management Holding S.A. 15150.03%0.04%0.06%Q1 2020Q3 202315
TWO SIGMA INVESTMENTS, LP 420.00%0.01%0.02%Q3 2017Q3 202315
Man Group plc 1320.00%0.02%0.03%Q1 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Creative Planning 15150.01%0.01%0.04%Q1 2020Q3 202315
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 1410.00%0.00%0.00%Q2 2019Q3 202315
Arizona State Retirement System 15150.01%0.01%0.01%Q1 2020Q3 202315
HARBOR INVESTMENT ADVISORY, LLC 15150.00%0.02%0.03%Q1 2020Q3 202315
Ellis Investment Partners, LLC 14140.01%0.01%0.01%Q2 2019Q3 202214
ProShare Advisors LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
SIGNATUREFD, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
FIL Ltd 14140.00%0.01%0.04%Q2 2020Q3 202314
JANE STREET GROUP, LLC 410.00%0.00%0.01%Q4 2017Q3 202314
M&T BANK CORP 1010.00%0.00%0.01%Q4 2018Q3 202314
PRICE T ROWE ASSOCIATES INC /MD/ 14140.00%0.00%0.00%Q2 2020Q3 202314
NORGES BANK 1030.00%0.00%0.01%Q1 2017Q4 202213
SCHRODER INVESTMENT MANAGEMENT GROUP 1010.00%0.01%0.03%Q3 2019Q3 202313
BLAIR WILLIAM & CO/IL 13130.00%0.00%0.01%Q3 2020Q3 202313
SILVERCREST ASSET MANAGEMENT GROUP LLC 13130.07%0.09%0.12%Q3 2020Q3 202313
WESTFIELD CAPITAL MANAGEMENT CO LP 1210.03%0.12%0.17%Q1 2018Q3 202213
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 850.00%0.03%0.04%Q2 2020Q3 202313
MARSHALL WACE, LLP 1110.00%0.05%0.15%Q1 2019Q4 202212
LORD, ABBETT & CO. LLC 750.02%0.05%0.12%Q1 2017Q2 202012
ClearBridge Investments 12120.04%0.07%0.11%Q4 2020Q3 202312
Marshall Wace North America L.P. 610.00%0.03%0.07%Q1 2017Q3 202112
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 1110.00%0.00%0.00%Q1 2018Q1 202112
JANUS HENDERSON GROUP PLC 1110.00%0.00%0.00%Q1 2017Q3 202312
ZACKS INVESTMENT MANAGEMENT 12120.01%0.05%0.09%Q4 2017Q3 202012
STIFEL FINANCIAL CORP 1110.00%0.00%0.00%Q1 2018Q3 202312
BROWN ADVISORY INC 12120.05%0.07%0.11%Q3 2018Q2 202112
ROYCE & ASSOCIATES LP 11110.01%0.03%0.04%Q1 2017Q3 201911
Copeland Capital Management, LLC 11110.40%1.35%1.90%Q1 2021Q3 202311
Sierra Capital LLC 11110.29%0.36%0.44%Q1 2021Q3 202311
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 11110.01%0.14%0.28%Q1 2017Q3 201911
TEACHER RETIREMENT SYSTEM OF TEXAS 11110.00%0.00%0.01%Q1 2021Q3 202311
PRUDENTIAL FINANCIAL INC 11110.00%0.00%0.02%Q1 2021Q3 202311
ALPS ADVISORS INC 720.00%0.01%0.02%Q1 2020Q3 202311
Parallel Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Handelsbanken Fonder AB 11110.00%0.00%0.00%Q1 2021Q3 202311
Quantbot Technologies LP 410.00%0.01%0.04%Q2 2018Q3 202311
BANK OF MONTREAL /CAN/ 410.00%0.00%0.00%Q2 2018Q2 202211
SRS Capital Advisors, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
HUNTINGTON NATIONAL BANK 10100.00%0.00%0.00%Q2 2021Q3 202310
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 610.00%0.01%0.02%Q2 2020Q2 202310
State of New Jersey Common Pension Fund D 10100.01%0.01%0.01%Q2 2021Q3 202310
Spire Wealth Management 10100.00%0.00%0.00%Q2 2021Q3 202310
QUADRANT CAPITAL GROUP LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Advisor Group, Inc. 10100.00%0.00%0.00%Q3 2017Q4 201910
KB FINANCIAL PARTNERS, LLC 820.00%0.00%0.00%Q1 2021Q3 202310
FIFTH THIRD BANCORP 10100.00%0.00%0.00%Q2 2021Q3 202310
BESSEMER GROUP INC 610.00%0.01%0.03%Q3 2019Q3 202310
PEAK6 Investments LLC 410.00%0.00%0.00%Q3 2021Q4 202210
TUDOR INVESTMENT CORP ET AL 510.01%0.04%0.11%Q1 2017Q1 202310
LPL Financial LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
ExodusPoint Capital Management, LP 520.00%0.02%0.05%Q2 2020Q3 202310
VOLORIDGE INVESTMENT MANAGEMENT, LLC 410.00%0.01%0.02%Q1 2019Q1 20239
Catalyst Capital Advisors LLC 720.00%0.00%0.00%Q1 2017Q3 20199
NATIXIS 610.00%0.00%0.01%Q2 2018Q3 20239
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 990.17%0.19%0.21%Q3 2021Q3 20239
Dynamic Technology Lab Private Ltd 310.02%0.08%0.13%Q2 2017Q1 20239
Spark Investment Management LLC 420.04%0.22%0.52%Q1 2017Q4 20199
WINTON GROUP Ltd 990.01%0.03%0.11%Q3 2019Q3 20219
PERSONAL CFO SOLUTIONS, LLC 990.05%0.06%0.07%Q3 2021Q3 20239
Trexquant Investment LP 720.01%0.03%0.05%Q2 2020Q2 20239
Mirae Asset Global Investments Co., Ltd. 630.00%0.00%0.01%Q4 2020Q3 20239
GSA CAPITAL PARTNERS LLP 410.01%0.08%0.16%Q2 2018Q4 20229
Dorsey Wright & Associates 990.00%0.00%0.01%Q3 2018Q3 20209
J.P. Morgan Private Wealth Advisors LLC 630.00%0.00%0.01%Q2 2021Q3 20239
Allworth Financial LP 990.00%0.00%0.00%Q3 2021Q3 20239
NFJ INVESTMENT GROUP, LLC 990.09%0.15%0.39%Q3 2021Q3 20239
ATLANTA CAPITAL MANAGEMENT CO L L C 990.07%0.10%0.13%Q3 2020Q3 20229
TEACHERS ADVISORS, LLC 880.00%0.00%0.00%Q2 2017Q1 20198
HMS Capital Management, LLC 880.12%0.17%0.21%Q2 2020Q1 20228
B. Metzler seel. Sohn & Co. AG 880.03%0.05%0.11%Q4 2021Q3 20238
EFG Asset Management (North America) Corp. 880.16%0.24%0.34%Q4 2021Q3 20238
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 620.00%0.01%0.02%Q2 2017Q3 20208
Laurion Capital Management LP 210.00%0.03%0.08%Q1 2017Q3 20218
NOMURA ASSET MANAGEMENT CO LTD 620.00%0.00%0.00%Q4 2020Q3 20238
Qube Research & Technologies Ltd 510.00%0.01%0.01%Q1 2021Q3 20238
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
PDT Partners, LLC 610.02%0.12%0.20%Q2 2020Q3 20228
Cetera Advisor Networks LLC 410.00%0.00%0.01%Q2 2020Q3 20238
Covestor Ltd 880.00%0.01%0.02%Q4 2021Q3 20238
TIAA CREF INVESTMENT MANAGEMENT LLC 880.00%0.00%0.00%Q2 2017Q1 20198
TCI Wealth Advisors, Inc. 440.00%0.00%0.00%Q1 2021Q1 20238
CWM, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
BALYASNY ASSET MANAGEMENT L.P. 310.00%0.00%0.01%Q3 2017Q3 20228
AlphaCrest Capital Management LLC 710.02%0.04%0.06%Q3 2020Q3 20228
EMERALD ADVISERS, LLC 770.01%0.02%0.02%Q1 2017Q3 20187
Vestcor Inc 770.00%0.00%0.00%Q2 2020Q4 20217
Allianz Asset Management GmbH 770.00%0.00%0.00%Q2 2018Q4 20197
Van Berkom & Associates Inc. 772.20%2.54%2.86%Q1 2022Q3 20237
CITIZENS FINANCIAL GROUP INC/RI 770.01%0.01%0.01%Q3 2021Q1 20237
State of Wyoming 610.02%0.05%0.09%Q4 2021Q3 20237
Manchester Capital Management LLC 610.00%0.00%0.00%Q4 2021Q3 20237
Stone Ridge Asset Management LLC 770.02%0.03%0.03%Q3 2018Q1 20207
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 430.00%0.00%0.00%Q2 2021Q3 20237
WADDELL & REED FINANCIAL INC 770.05%0.07%0.08%Q3 2019Q1 20217
ALGERT GLOBAL LLC 610.06%0.08%0.09%Q4 2021Q3 20237
Polen Capital Management 770.01%0.02%0.03%Q1 2022Q3 20237
O'Shares Investment Advisers, LLC 770.04%0.05%0.07%Q3 2020Q1 20227
First Horizon Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Crewe Advisors LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Point72 Hong Kong Ltd 210.00%0.05%0.26%Q1 2017Q3 20226
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Rockefeller Capital Management L.P. 660.00%0.00%0.00%Q3 2021Q4 20226
MENTA CAPITAL LLC 510.05%0.11%0.19%Q3 2017Q2 20196
Jump Financial, LLC 410.02%0.03%0.04%Q2 2021Q1 20236
Lindbrook Capital, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
FDx Advisors, Inc. 660.01%0.02%0.06%Q1 2022Q2 20236
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 510.00%0.01%0.01%Q1 2018Q3 20236
FourThought Financial, LLC 660.00%0.01%0.05%Q2 2021Q3 20226
Fieldpoint Private Securities, LLC 660.01%0.01%0.01%Q1 2021Q2 20226
C M BIDWELL & ASSOCIATES LTD 660.00%0.05%0.16%Q3 2021Q4 20226
Snowden Capital Advisors LLC 660.02%0.02%0.02%Q2 2022Q3 20236
EQUITABLE TRUST CO 660.04%0.05%0.06%Q2 2022Q3 20236
RAYMOND JAMES TRUST N.A. 510.01%0.01%0.01%Q4 2021Q3 20236
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
Advisory Services Network, LLC 210.00%0.00%0.00%Q4 2019Q1 20236
FIRST MERCANTILE TRUST CO 660.01%0.02%0.04%Q4 2018Q1 20206
WEST PACES ADVISORS INC. 550.00%0.00%0.00%Q2 2021Q2 20225
IronBridge Private Wealth, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
HRT FINANCIAL LP 320.00%0.01%0.01%Q1 2021Q2 20225
Paloma Partners Management Co 210.01%0.01%0.01%Q2 2020Q1 20225
Lee Financial Co 550.00%0.00%0.00%Q2 2017Q2 20185
People's United Financial, Inc. 550.02%0.02%0.02%Q4 2017Q4 20185
Ensign Peak Advisors, Inc 550.00%0.00%0.00%Q3 2022Q3 20235
COLUMBUS CIRCLE INVESTORS 550.44%0.58%0.68%Q3 2019Q3 20205
abrdn plc 550.06%0.07%0.08%Q2 2020Q2 20215
Hexagon Capital Partners LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Parallax Volatility Advisers, L.P. 410.00%0.00%0.00%Q4 2017Q1 20195
Bell Investment Advisors, Inc 210.00%0.00%0.00%Q3 2021Q1 20235
KEYBANK NATIONAL ASSOCIATION/OH 550.00%0.00%0.00%Q2 2022Q2 20235
LOS ANGELES CAPITAL MANAGEMENT LLC 410.01%0.01%0.01%Q4 2018Q3 20235
NATIXIS ADVISORS, L.P. 210.00%0.00%0.00%Q1 2022Q3 20235
OppenheimerFunds, Inc. 550.01%0.02%0.03%Q1 2018Q1 20195
Legacy Financial Advisors, Inc. 550.00%0.00%0.00%Q4 2017Q4 20185
Versor Investments LP 550.02%0.05%0.09%Q2 2022Q2 20235
Private Capital Group, LLC 410.00%0.00%0.00%Q4 2017Q2 20195
Epoch Investment Partners, Inc. 320.01%0.09%0.22%Q4 2020Q3 20235
Schonfeld Strategic Advisors LLC 210.00%0.12%0.38%Q1 2017Q2 20225
Holocene Advisors, LP 550.00%0.01%0.02%Q3 2021Q3 20225
EATON VANCE MANAGEMENT 550.00%0.00%0.00%Q1 2021Q1 20225
CI INVESTMENTS INC. 410.00%0.00%0.00%Q4 2021Q3 20235
PINNACLE FINANCIAL PARTNERS INC 550.01%0.01%0.01%Q4 2020Q4 20215
Engle Capital Management, L.P. 551.22%2.67%4.22%Q3 2017Q3 20185
Brinker Capital Investments, LLC 550.01%0.01%0.01%Q4 2021Q4 20225
LADENBURG THALMANN FINANCIAL SERVICES INC. 310.00%0.00%0.00%Q2 2017Q4 20194
HM PAYSON & CO 440.00%0.00%0.00%Q2 2022Q1 20234
Three Corner Global Investors LP 440.53%1.63%2.22%Q1 2017Q4 20174
Quantinno Capital Management LP 440.18%0.32%0.39%Q4 2018Q3 20194
Convergence Investment Partners, LLC 440.08%0.15%0.22%Q4 2017Q3 20184
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Centerpoint Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Graham Capital Management, L.P. 310.02%0.05%0.10%Q1 2022Q1 20234
Beacon Pointe Advisors, LLC 220.00%0.01%0.01%Q1 2021Q1 20224
Quadrature Capital Ltd 210.02%0.04%0.04%Q3 2020Q1 20234
MARTINGALE ASSET MANAGEMENT L P 310.00%0.01%0.02%Q2 2018Q4 20214
FourThought Financial Partners, LLC 440.10%0.12%0.14%Q4 2022Q3 20234
Yorktown Management & Research Co Inc 310.34%0.35%0.38%Q3 2021Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
AGF INVESTMENTS INC. 440.04%0.05%0.10%Q1 2021Q4 20214
PineBridge Investments, L.P. 310.00%0.02%0.04%Q2 2018Q2 20234
B. Metzler seel. Sohn & Co. Holding AG 440.05%0.05%0.06%Q4 2020Q3 20214
Alberta Investment Management Corp 440.01%0.01%0.02%Q4 2022Q3 20234
XTX Topco Ltd 210.06%0.09%0.13%Q1 2021Q1 20234
CENTRAL TRUST Co 310.00%0.00%0.00%Q1 2022Q3 20234
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20234
PICTET ASSET MANAGEMENT SA 310.00%0.00%0.00%Q4 2021Q2 20234
Monashee Investment Management LLC 110.10%0.39%0.71%Q1 2017Q1 20194
Pearl River Capital, LLC 210.04%0.07%0.09%Q4 2018Q3 20234
Skandinaviska Enskilda Banken AB (publ) 440.00%0.00%0.00%Q1 2021Q4 20214
APG Asset Management N.V. 310.00%0.00%0.00%Q3 2020Q4 20214
OXFORD ASSET MANAGEMENT LLP 310.00%0.03%0.05%Q1 2018Q1 20194
DRIEHAUS CAPITAL MANAGEMENT LLC 440.08%0.11%0.15%Q3 2019Q2 20204
OAK ASSOCIATES LTD /OH/ 440.03%0.03%0.04%Q4 2020Q3 20214
Capital International Investors 440.00%0.01%0.01%Q2 2021Q1 20224
IFP Advisors, Inc 440.00%0.00%0.00%Q1 2022Q4 20224
TD ASSET MANAGEMENT INC 220.01%0.02%0.04%Q4 2020Q3 20234
Itau Unibanco Holding S.A. 440.01%0.01%0.01%Q4 2018Q3 20194
Orion Portfolio Solutions, LLC 310.00%0.01%0.01%Q4 2019Q3 20234
MEEDER ASSET MANAGEMENT INC 310.00%0.00%0.01%Q2 2018Q1 20204
CAAS CAPITAL MANAGEMENT LP 210.01%0.17%0.42%Q2 2020Q3 20214
Quantamental Technologies LLC 210.02%0.04%0.06%Q4 2018Q3 20193
NEXT Financial Group, Inc 330.00%0.00%0.00%Q2 2021Q4 20213
CRAWFORD INVESTMENT COUNSEL INC 330.08%0.10%0.12%Q1 2023Q3 20233
Olympiad Research LP 210.25%0.29%0.33%Q1 2020Q1 20233
YorkBridge Wealth Partners, LLC 330.05%0.06%0.06%Q2 2022Q4 20223
OKABENA INVESTMENT SERVICES INC 210.00%0.01%0.03%Q4 2021Q3 20223
MASSMUTUAL TRUST CO FSB/ADV 210.00%0.00%0.00%Q2 2022Q3 20233
Nationwide Fund Advisors 330.00%0.00%0.00%Q1 2017Q3 20173
Keebeck Wealth Management, LLC 330.06%0.14%0.21%Q1 2023Q3 20233
CAROLINAS WEALTH CONSULTING LLC 330.00%0.00%0.00%Q2 2021Q4 20213
QS Investors, LLC 330.00%0.01%0.02%Q4 2017Q2 20183
ALBION FINANCIAL GROUP /UT 330.00%0.00%0.00%Q4 2021Q2 20223
Point72 Middle East FZE 330.00%0.01%0.01%Q4 2022Q2 20233
PFS INVESTMENTS INC. 330.01%0.02%0.04%Q2 2021Q4 20213
CNA FINANCIAL CORP 330.24%0.25%0.27%Q2 2020Q4 20203
BOGLE INVESTMENT MANAGEMENT L P /DE/ 330.10%0.17%0.28%Q4 2017Q2 20183
PIER 88 INVESTMENT PARTNERS LLC 330.29%0.30%0.30%Q2 2018Q4 20183
Quantitative Systematic Strategies LLC 330.04%0.04%0.05%Q2 2020Q4 20203
COMERICA BANK 210.00%0.00%0.00%Q2 2021Q3 20233
Highstreet Asset Management Inc. 330.00%0.00%0.00%Q3 2018Q1 20193
COLUMBIA WANGER ASSET MANAGEMENT LLC 330.13%0.17%0.23%Q2 2017Q4 20173
CenterBook Partners LP 330.04%0.05%0.06%Q4 2022Q2 20233
SECOR Capital Advisors, LP 210.21%0.26%0.30%Q1 2018Q1 20193
JNBA Financial Advisors 330.00%0.00%0.00%Q1 2023Q3 20233
DUALITY ADVISERS, LP 210.03%0.03%0.04%Q3 2020Q2 20213
ASSOCIATED BANC-CORP 330.01%0.01%0.01%Q2 2021Q4 20213
MGO ONE SEVEN LLC 210.00%0.00%0.00%Q4 2017Q4 20183
Van Hulzen Asset Management, LLC 330.04%0.06%0.07%Q1 2023Q3 20233
CHARTWELL INVESTMENT PARTNERS, LLC 330.04%0.04%0.04%Q4 2021Q2 20223
Blueshift Asset Management, LLC 210.02%0.02%0.02%Q2 2021Q1 20223
Athanor Capital, LP 330.01%0.01%0.02%Q3 2020Q1 20213
D.A. DAVIDSON & CO. 210.00%0.00%0.00%Q1 2017Q3 20183
West Tower Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Hirtle Callaghan & Co LLC 220.01%0.01%0.01%Q1 2022Q2 20222
AIGEN INVESTMENT MANAGEMENT, LP 220.00%0.01%0.01%Q4 2019Q1 20202
Covington Capital Management 110.00%0.00%0.00%Q1 2022Q3 20222
Summit Global Investments 220.03%0.05%0.07%Q2 2023Q3 20232
EAM Investors, LLC 220.39%0.41%0.42%Q2 2019Q3 20192
ENTERPRISE FINANCIAL SERVICES CORP 220.00%0.00%0.00%Q1 2021Q2 20212
Ellsworth Advisors, LLC 220.21%0.23%0.24%Q4 2020Q1 20212
AVIVA PLC 220.01%0.01%0.01%Q3 2021Q4 20212
AJO, LP 220.00%0.01%0.01%Q2 2020Q3 20202
Riverview Trust Co 220.01%0.01%0.01%Q2 2022Q3 20222
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q3 20232
Pinz Capital Management, LP 110.79%0.91%1.04%Q2 2020Q1 20212
ELEMENT CAPITAL MANAGEMENT LLC 110.11%0.41%0.72%Q3 2019Q2 20202
JAMES INVESTMENT RESEARCH INC 220.04%0.06%0.07%Q4 2018Q1 20192
NATIONAL BANK OF CANADA /FI/ 220.01%0.01%0.01%Q2 2023Q3 20232
Aquatic Capital Management LLC 110.00%0.01%0.01%Q1 2022Q4 20222
Clearstead Advisors, LLC 110.00%0.00%0.00%Q1 2022Q3 20232
American Portfolios Advisors 110.00%0.00%0.00%Q4 2017Q3 20222
FOSTER DYKEMA CABOT & CO INC/MA 220.00%0.00%0.00%Q2 2023Q3 20232
AMUNDI ASSET MANAGEMENT US, INC. 220.00%0.00%0.00%Q1 2020Q2 20202
CASTLE WEALTH MANAGEMENT LLC 220.03%0.03%0.03%Q2 2022Q3 20222
Cornerstone Advisors, Inc. 220.00%0.00%0.00%Q2 2020Q3 20202
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q1 2022Q2 20222
Hillsdale Investment Management Inc. 110.00%0.04%0.07%Q2 2020Q3 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Alyeska Investment Group, L.P. 110.03%0.03%0.04%Q1 2017Q4 20222
Petrus Trust Company, LTA 220.03%0.03%0.03%Q2 2023Q3 20232
Kaizen Advisory, LLC 220.47%0.49%0.50%Q3 2018Q4 20182
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Ghisallo Capital Management LLC 220.14%0.19%0.23%Q3 2021Q4 20212
Maven Securities LTD 220.33%0.68%1.04%Q1 2017Q2 20172
BlueCrest Capital Management Ltd 110.01%0.01%0.01%Q1 2018Q1 20192
VIRGINIA RETIREMENT SYSTEMS ET AL 220.00%0.00%0.00%Q1 2023Q2 20232
Almanack Investment Partners, LLC. 220.04%0.04%0.05%Q2 2020Q3 20202
Jefferies Group LLC 220.00%0.00%0.00%Q2 2019Q3 20192
BB&T SECURITIES, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
AdvisorNet Financial, Inc 220.00%0.00%0.00%Q4 2022Q1 20232
BlueMar Capital Management, LLC 110.45%0.51%0.56%Q1 2017Q1 20182
CANADA PENSION PLAN INVESTMENT BOARD 220.00%0.00%0.00%Q3 2021Q4 20212
KBC Group NV 220.00%0.00%0.00%Q3 2020Q4 20202
Janney Montgomery Scott LLC 220.00%0.00%0.00%Q2 2023Q3 20232
PANAGORA ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2017Q1 20192
Centiva Capital, LP 110.02%0.02%0.02%Q2 2020Q4 20202
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
NORTHWEST INVESTMENT COUNSELORS, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
MARSHALL WACE ASIA Ltd 110.00%0.02%0.03%Q1 2017Q3 20202
Quarry LP 110.00%0.00%0.00%Q1 2023Q1 20231
Blackstone Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
Edgestream Partners, L.P. 110.04%0.04%0.04%Q2 2023Q2 20231
Y-Intercept (Hong Kong) Ltd 110.04%0.04%0.04%Q4 2022Q4 20221
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
Delos Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
RATIONAL ADVISORS LLC 110.01%0.01%0.01%Q4 2020Q4 20201
25 LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Blue Trust, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ARGENT CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Point72 Asset Management, L.P. 110.00%0.00%0.00%Q3 2023Q3 20231
Richard Bernstein Advisors LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Glassman Wealth Services 110.00%0.00%0.00%Q1 2022Q1 20221
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2021Q2 20211
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Crosspoint Capital Strategies, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Fiera Capital Corp 110.01%0.01%0.01%Q3 2023Q3 20231
ClariVest Asset Management LLC 110.15%0.15%0.15%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Hutchin Hill Capital, LP 110.02%0.02%0.02%Q3 2017Q3 20171
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
AlphaMark Advisors, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. 110.21%0.21%0.21%Q1 2017Q1 20171
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Verition Fund Management LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Atom Investors LP 110.01%0.01%0.01%Q1 2020Q1 20201
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FNY Managed Accounts LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Boston Partners 110.00%0.00%0.00%Q3 2022Q3 20221
Bridgewater Associates 110.01%0.01%0.01%Q3 2023Q3 20231
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q4 2020Q4 20201
WHITTIER TRUST CO 110.00%0.00%0.00%Q1 2022Q1 20221
Cetera Investment Advisers 110.00%0.00%0.00%Q1 2022Q1 20221
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
XTX MARKETS LLC 110.53%0.53%0.53%Q4 2020Q4 20201
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Kepos Capital LP 110.02%0.02%0.02%Q4 2019Q4 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ADAGE CAPITAL PARTNERS GP, L.L.C. 110.01%0.01%0.01%Q1 2017Q1 20171
Atria Investments, Inc 110.02%0.02%0.02%Q4 2021Q4 20211
Kula Investments, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
CAXTON ASSOCIATES LP 110.03%0.03%0.03%Q4 2022Q4 20221
Philadelphia Financial Management of San Francisco, LLC 111.27%1.27%1.27%Q1 2017Q1 20171
Burgundy Asset Management Ltd. 110.00%0.00%0.00%Q3 2017Q3 20171
Conservest Capital Advisors, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
CIBC Asset Management Inc 110.00%0.00%0.00%Q4 2021Q4 20211
Menard Financial Group LLC 110.21%0.21%0.21%Q4 2021Q4 20211
Grey Fox Wealth Advisors, LLC 110.16%0.16%0.16%Q4 2022Q4 20221
FORA Capital, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
NBC SECURITIES, INC. 110.09%0.09%0.09%Q3 2023Q3 20231
LAZARD ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
AHL Partners LLP 110.02%0.02%0.02%Q4 2017Q4 20171
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Patriot Financial Group Insurance Agency, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Bridgefront Capital, LLC 110.12%0.12%0.12%Q1 2023Q1 20231
MOON CAPITAL MANAGEMENT LP 110.43%0.43%0.43%Q3 2018Q3 20181
PARK AVENUE SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
A.R.T. Advisors, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Ergoteles LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Delpha Capital Management, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
WELD CAPITAL MANAGEMENT LLC 110.06%0.06%0.06%Q3 2019Q3 20191
PRELUDE CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
MQS Management LLC 110.20%0.20%0.20%Q3 2022Q3 20221
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
Ibex Investors LLC 110.15%0.15%0.15%Q4 2017Q4 20171
Asset Management One Co., Ltd. 110.00%0.00%0.00%Q3 2018Q3 20181
HARBOR CAPITAL ADVISORS, INC. 110.01%0.01%0.01%Q2 2023Q2 20231
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Delap Wealth Advisory, LLC 110.34%0.34%0.34%Q3 2023Q3 20231
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
EXCHANGE TRADED CONCEPTS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
State of Tennessee, Treasury Department 110.00%0.00%0.00%Q1 2019Q1 20191
Castle Hook Partners LP 110.03%0.03%0.03%Q3 2018Q3 20181
EMERALD MUTUAL FUND ADVISERS TRUST 110.20%0.20%0.20%Q1 2017Q1 20171
ADVISOR PARTNERS II, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
HighTower Advisors, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
ASSETMARK, INC 110.00%0.00%0.00%Q4 2018Q4 20181
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
Lomas Capital Management, LLC 110.64%0.64%0.64%Q2 2017Q2 20171
M&G INVESTMENT MANAGEMENT LTD 110.01%0.01%0.01%Q3 2020Q3 20201
Tradewinds, LLC. 110.14%0.14%0.14%Q4 2022Q4 20221
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q3 2020Q3 20201
Ziegler Capital Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Gyon Technologies Capital Management, LP 110.10%0.10%0.10%Q4 2022Q4 20221
PRUDENTIAL PLC 110.00%0.00%0.00%Q1 2018Q1 20181
NumerixS Investment Technologies Inc 110.02%0.02%0.02%Q2 2020Q2 20201
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Toscafund Asset Management LLP 115.72%5.72%5.72%Q3 2018Q3 20181
FIRST QUADRANT LLC/CA 110.07%0.07%0.07%Q1 2020Q1 20201
Bartlett & Co. LLC 110.00%0.00%0.00%Q3 2021Q3 20211
NICOLA WEALTH MANAGEMENT LTD. 110.02%0.02%0.02%Q1 2023Q1 20231
TORONTO DOMINION BANK 110.00%0.00%0.00%Q4 2021Q4 20211
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
One Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2020Q1 20201
MML INVESTORS SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ELLINGTON MANAGEMENT GROUP LLC 110.02%0.02%0.02%Q1 2018Q1 20181
MACKENZIE FINANCIAL CORP 110.00%0.00%0.00%Q3 2023Q3 20231
NN Investment Partners Holdings N.V. 110.00%0.00%0.00%Q4 2021Q4 20211
Aperio Group, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
HBK INVESTMENTS L P 110.01%0.01%0.01%Q1 2019Q1 20191
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q3 2022Q3 20221
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bayesian Capital Management, LP 110.04%0.04%0.04%Q4 2022Q4 20221
WOLVERINE ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q1 2017Q1 20171
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Pinnacle Wealth Advisors 110.01%0.01%0.01%Q2 2021Q2 20211
External links

This page lists all the filers that currently own HAMILTON LANE INC or have owned HAMILTON LANE INC in the past.