Security key
407497106
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 35,533,719
- Total 13F value
- $3,213,938,833
- Share change
- -1,129,675
- Put/Call ratio
- 1.6%
- SEC-reported price per share
- $90.44
- Number of holders
- 213
- Value change
- -$100,107,850
- Number of buys
- 112
- Number of sells
- 87
- Shares outstanding
- 43,265,550
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2023
Institutions
213
Top holders
10
HLNE full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2026
Hamilton Lane INC SEC filings
Hamilton Lane INC company facts
Broader feeds
Reporting periods
Holder history for CUSIP 407497106
Recent filing periods:
Ownership snapshot
Top reported holders of HLNE - Hamilton Lane INC - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Barbara Sexton
Disclosed value leader
WASATCH ADVISORS LP
Comparable rows
0/15
Latest evidence
30 Jun 2023
3/4/5
13F
Highest disclosed value: $281,981,167
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
WASATCH ADVISORS LP has the largest disclosed position value at $281.98M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens WASATCH ADVISORS LP's linked filing trail.
Disclosed position value
Top 5
Barbara Sexton
$57.13M
Kevin J. Lucey
$23.4M
Donohue Michael T.
$4.96M
WASATCH ADVISORS LP
$281.98M
VANGUARD GROUP INC
$252.38M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Barbara Sexton |
3/4/5
10%+ Owner
|
—
mixed-class rows
|
$57,125,314
1,111,557 shares
mixed-class rows
|
— | 10 Sep 2021 |
| Kevin J. Lucey |
3/4/5
Chief Operating Officer, 10%+ Owner
|
—
mixed-class rows
|
$23,399,523
481,344 shares
mixed-class rows
|
— | 17 Jun 2021 |
| Donohue Michael T. |
3/4/5
Managing Director & Controller, 10%+ Owner
|
—
mixed-class rows
|
$4,959,934
86,187 shares
mixed-class rows
|
— | 14 Apr 2023 |
| WASATCH ADVISORS LP |
13F
Company
|
—
denominator unverified
|
$281,981,167
3,525,646 shares
|
— | 30 Jun 2023 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$252,381,768
3,155,561 shares
|
— | 30 Jun 2023 |
| BlackRock Finance, Inc. |
13F
Company
|
—
denominator unverified
|
$248,024,778
3,101,085 shares
|
— | 30 Jun 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
213
Shares
35,533,719
Rows available
213
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
198
Q3 2023 holders
213
Holder diff
15
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 value | Q3 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend