Latest Period
Q1 2026
Security Snapshot
HAMILTON LANE - UNIT INVESTMENT Institutional Ownership
CUSIP: 407498203
13F Institutional Holders and Ownership History from Q1 2024 to Q1 2026
Institutions Reporting
2
Shares (Excl. Options)
78,893
Price
$19.38
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- Security type / class
- Equity / UNIT INVESTMENT
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 78,893
- Total 13F value
- $1,529,566
- Portfolio coverage rank
- 0%
- Share change
- +8,260
- Value change
- +$159,019
- Number of holders
- 2
- SEC-reported price per share
- $19.38
Latest holder snapshot
4 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- 407498203 - HAMILTON LANE - UNIT INVESTMENT is tracked under CUSIP 407498203.
- 2 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 2 to 2 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $1,358,262 to $1,529,566.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 2 institutions filings for Q1 2026.
Security key
407498203
Latest holder period
Q1 2026
13F holders
2
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 407498203:
As of 31 Mar 2026, 2 institutional investors reported holding 78,893 shares of HAMILTON LANE - UNIT INVESTMENT.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
9
Latest
Q1 2026
Rows shown
1-9 of 9
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 78,893 | $1,529,566 | +$159,019 | $19.38 | 2 |
| 2025 Q4 | 70,633 | $1,358,262 | +$592,234 | $19.23 | 2 |
| 2025 Q3 | 39,836 | $737,436 | $18.51 | 1 | |
| 2025 Q2 | 39,836 | $721,016 | $18.10 | 1 | |
| 2025 Q1 | 39,836 | $684,382 | +$8,109 | $17.18 | 1 |
| 2024 Q4 | 39,364 | $662,224 | +$1,464 | $16.82 | 1 |
| 2024 Q3 | 39,277 | $646,366 | +$99,990 | $16.46 | 1 |
| 2024 Q2 | 33,201 | $525,061 | +$325,006 | $15.81 | 1 |
| 2024 Q1 | 12,650 | $198,865 | +$198,865 | $15.72 | 1 |