Filer Snapshot

HAMILTON LANE ADVISORS LLC

CIK 0001573767. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

61

Latest filing

13 Jul 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$148.59M

14 holdings for Q2 2026

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Largest parsed holding

CBRS

$52.67M reported value

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13D/G large stake

HL SCOPE RIC LLC

23 Oct 2024 · 100% ownership

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Insider / owner context

HL Scope RIC LLC

25 Nov 2025 · $961.39M

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Source: SEC Form 13F

13F-HR filed on 13 Jul 2026 for CIK 0001573767.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$148.59M

Quarterly institutional holdings reported on Form 13F; not total AUM.

Forms 3/4/5 positions$987.12M

Reporting-owner positions with enough filing detail to estimate value.

Latest reported 13F value

13F
$148.59M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Forms 3/4/5 position value

3/4/5
$987.12M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest 13F holdings

13F
CBRS OBDC GRNT TOST IONQ
+9 moreCHYM IOT COUR NAVN EVLV SCWO MDLN ALEC HUMA

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

HL Scope RIC LLC Hamilton Lane Private Infrastructure Fund

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

CBRS OBDC GRNT TOST IONQ CHYM IOT COUR
+6 moreNAVN EVLV SCWO MDLN ALEC HUMA

Largest active 13D stakes

Active large-stake positions disclosed in parsed Schedule 13D filings.

HAMILTON LANE PRIVATE INFRASTRUCTURE FUND HL SCOPE RIC LLC
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
110 Washington Street, Suite 1300, Conshohocken, PA, 19428
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
PA
Fiscal year end
31 March

Filer intelligence

What SEC filings say about HAMILTON LANE ADVISORS LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $148.59M across 14 reported holdings for Q2 2026.
  • Largest parsed 13F holding: CBRS at $52.67M.
  • 1 recent 13D/G stake row found; top row is HL SCOPE RIC LLC at 100% ownership.
  • Forms 3/4/5 show insider context for HL Scope RIC LLC worth $961.39M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 14 rows

Quarterly institutional portfolio holdings.

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13D/G stakes 1 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 4 rows

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q2 2026 - 13 Jul 2026

Top 5 concentration

95%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$141.04M

Compared with $148.59M total 13F value.

Top 5 net change

+$49.91M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: CBRS · Largest trim: NU

CBRS OBDC GRNT TOST IONQ Other holdings

CBRS

35.4%

Cerebras Systems Inc.

$52.67M

OBDC

24.9%

Blue Owl Capital Corporation

$37.03M

GRNT

20.1%

Granite Ridge Resources, Inc.

$29.82M

TOST

7.5%

Toast, Inc.

$11.14M

IONQ

7%

IonQ, Inc.

$10.39M

13D/G large-stake context

HL SCOPE RIC LLC

23 Oct 2024 · Shares of Limited Liability Company Interests

100%
Issuer page 13D/G history

Forms 3/4/5 insider context

HL Scope RIC LLC

25 Nov 2025 · 10% owner

$961.39M
Issuer page Owner page

Hamilton Lane Private Infrastructure Fund

08 Oct 2024 · 10% owner

$25.73M
Issuer page Owner page

Hamilton Lane Credit Income Fund

06 Apr 2026

Issuer page Owner page

Hamilton Lane Private Secondary Fund

27 Feb 2025 · 10% owner

Issuer page Owner page

Latest update

What changed recently for HAMILTON LANE ADVISORS LLC

New filing available

Latest 13F period: Q2 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

13 Jul 2026

Page type

Filer profile

Latest period

Q2 2026

Institutional portfolio context was refreshed from a 13F filing filed on 13 Jul 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

HAMILTON LANE ADVISORS LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q2 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001573767 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
61
First seen
06 Jan 2014
Latest filing
13 Jul 2026
Entity
Company

Observed form types

13F-HR 13F-HR/A 3 SCHEDULE 13D

CIK-linked evidence first

HAMILTON LANE ADVISORS LLC SEC filings HAMILTON LANE ADVISORS LLC 13F portfolio HAMILTON LANE ADVISORS LLC 13D/G history HAMILTON LANE ADVISORS LLC owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 61 SEC filings for HAMILTON LANE ADVISORS LLC.

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13F-HR

13F-HR filing

Filing date
13 Jul 2026
Reporting date
30 Jun 2026
SEC evidence
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13F-HR

13F-HR filing

Filing date
08 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR

13F-HR filing

Filing date
20 Jan 2026
Reporting date
31 Dec 2025
SEC evidence
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13F-HR

13F-HR filing

Filing date
07 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
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13F-HR

13F-HR filing

Filing date
02 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
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SCHEDULE 13D

SCHEDULE 13D filing

Filing date
25 Apr 2025
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D

SCHEDULE 13D filing

Filing date
21 Apr 2025
Reporting date
Not listed
SEC evidence
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3

3 filing

Filing date
21 Apr 2025
Reporting date
10 Oct 2024
SEC evidence
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13F-HR

13F-HR filing

Filing date
10 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
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13F-HR

13F-HR filing

Filing date
14 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR

13F-HR filing

Filing date
13 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
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13F-HR

13F-HR filing

Filing date
17 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
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