SEC ownership of Hamilton Lane INC

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001433642.

Comparable stake leader

HLA INVESTMENTS LLC

Disclosed value leader

HLA INVESTMENTS LLC

Comparable rows

50/50

Latest evidence

11 Jun 2026

Top shareholders Insider holders Latest transactions
Public ticker
HLNE on Nasdaq
Parsed ownership sources
3/4/5, 13D/G, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
Largest SEC-reported holder
HLA INVESTMENTS LLC
Ranking: Comparable ownership first, then disclosed value
Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
HLA INVESTMENTS LLC
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
11 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001433642
Issuer location
Conshohocken, PA

Ownership snapshot

Top shareholders of Hamilton Lane INC (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
HLA INVESTMENTS LLC
Disclosed value leader
HLA INVESTMENTS LLC
Comparable rows
50/50
Latest evidence
11 Jun 2026
3/4/5 13D/G 13F Lead comparable stake: 28% 13D/G row: HLA INVESTMENTS LLC Showing 1-8 of 50 holder rows.

Quick read

HLA INVESTMENTS LLC leads the comparable SEC ownership view at 28%.

50 of 50 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 HLA INVESTMENTS LLC's linked filing trail.
Comparable ownership Top 5
HLA INVESTMENTS LLC 28%
VANGUARD GROUP INC 9.3%
BlackRock, Inc. 9.1%
KAYNE ANDERSON RUDNICK INVESTMENT... 6.5%
David J. Berkman 0.09%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
HLA INVESTMENTS LLC
3/4/5 13D/G
10%+ Owner
3/4/5 13D/G
28%
from 13D/G
$2,418,378,244
29,849,663 shares
mixed-class rows
 — 04 Sep 2025
VANGUARD GROUP INC
13D/G
The Vanguard Group
13D/G
9.3%
$602,887,668
3,901,933 shares
 $0 31 Dec 2024
BlackRock, Inc.
13D/G 13F
Company
13D/G 13F
9.1%
$536,469,585
3,980,037 shares
 -$28,230,034 30 Sep 2025
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13D/G 13F
Company
13D/G 13F
6.5%
$404,790,271
2,674,001 shares
 $0 30 Jun 2025
David J. Berkman
3/4/5
Director
3/4/5
0.09%
$4,391,750
50,000 shares
 +$2,154,050 11 Jun 2026
Leslie F. Varon
3/4/5
Director
3/4/5
0.02%
$1,501,432
9,658 shares
 — 16 Sep 2025
Reynoldo Vann Graves
3/4/5
Director
3/4/5
0%
$262,105
1,686 shares
 — 16 Sep 2025
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
Company
13F
3.3%
$181,451,519
1,825,468 shares
 — 31 Mar 2026
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.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$2,464,967.

Buys
$19,511,533
Insiders: 6
Sells
$21,976,500
Insiders: 1
Net
-$2,464,967
Shares: +63,505
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 213,505 Shares: 150,000
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 165,505 0 $14,241,108 $0 +$14,241,108
3-6 40,000 0 $4,227,593 $0 +$4,227,593
6-9 0 0 $0 $0 $0
9-12 8,000 150,000 $1,042,832 $21,976,500 -$20,933,668

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 25 reporting-owner rows connected to Hamilton Lane INC. Open a relationship link for the CIK-to-CIK filing trail.

Rows
25
Largest Forms 3/4/5 holder
HLA INVESTMENTS LLC
Net 12M change
-$2,464,967
Latest report
11 Jun 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
HLA INVESTMENTS LLC 10%+ Owner $2,418,378,244 Mixed 04 Sep 2025
Hartley R. Rogers Executive Co-Chairman, Director, 10%+ Owner $1,667,092,948 +$12,997,677 +0.79% Mixed 11 Jun 2026
Erik R. Hirsch Co-Chief Executive Officer, Director, 10%+ Owner $357,250,394 +$988,260 +0.28% Mixed 29 May 2026
Sexton O Griffith Director, 10%+ Owner $231,898,811 Mixed 16 Sep 2025
Mario L. Giannini Executive Co-Chairman, 10%+ Owner $206,410,881 +$990,010 +0.48% Mixed 20 Feb 2026
Michael Schmertzler 10%+ Owner $187,282,395 Mixed 04 Sep 2025
Juan Delgado-Moreira Co-Chief Executive Officer, Director, 10%+ Owner $185,181,959 +$2,032,143 +1.1% Mixed 29 May 2026
Andrea Anigati Kramer Chief Operating Officer, 10%+ Owner $104,373,071 +$349,393 +0.34% Mixed 11 Jun 2026
Barbara Sexton 10%+ Owner $57,125,314 Mixed 10 Sep 2021
Oakville Number 2 Trust 10%+ Owner $51,842,376 Mixed 07 Mar 2024
French River 5 Ltd 10%+ Owner $48,352,667 -$21,976,500 -31% Mixed 04 Sep 2025
Nicole Giannini 10%+ Owner $33,970,246 Mixed 12 Feb 2025
Kyera Giannini 10%+ Owner $33,970,246 Mixed 12 Feb 2025
Edward B. Whittemore 10%+ Owner $30,613,545 Mixed 04 Sep 2025
Kevin J. Lucey Chief Operating Officer, 10%+ Owner $23,399,523 Mixed 17 Jun 2021
Laurence Whittemore 10%+ Owner $22,942,464 Mixed 04 Sep 2025
Margaret Anne McAllister 10%+ Owner $9,173,072 Mixed 02 Sep 2025
Donohue Michael T. Managing Director & Controller, 10%+ Owner $4,959,934 Mixed 14 Apr 2023
David J. Berkman Director $4,391,750 +$2,154,050 +96% Mixed 11 Jun 2026
Lydia Gavalis General Counsel & Secretary $3,962,580 Mixed 29 May 2026

Recent insider transactions for Hamilton Lane INC

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Hartley R. Rogers HLNE Class A Common Stock Purchase 69% $3,005,339 $78.49 38,290 93,756 11 Jun 2026 Direct
Andrea Anigati Kramer HLNE Class A Common Stock Purchase 1.49% $99,381 $77.46 1,283 87,350 11 Jun 2026 Direct
David J. Berkman HLNE Class A Common Stock Purchase 150% $1,144,050 $76.27 15,000 25,000 11 Jun 2026 By: The 2006 Berkman Trust for David J. Berkman Family
Andrea Anigati Kramer HLNE Class A Common Stock Award 4.29% 3,543 86,067 29 May 2026 Direct
Drew Thomas Carl HLNE Class A Common Stock Award 57.6% 675 1,846 29 May 2026 Direct
Jeffrey Brian Armbrister HLNE Class A Common Stock Award 19.4% 2,109 12,958 29 May 2026 Direct
Lydia Gavalis HLNE Class A Common Stock Award 3.46% 1,139 34,028 29 May 2026 Direct
Juan Delgado-Moreira HLNE Class A Common Stock Award 2.85% 38,087 1,376,134 29 May 2026 Direct
Erik R. Hirsch HLNE Class A Common Stock Award 66.3% 42,145 105,727 29 May 2026 Direct
Hartley R. Rogers HLNE Class A Common Stock Purchase 0.85% $43,194 $92.69 466 55,466 27 May 2026 By LLC
Hartley R. Rogers HLNE Class A Common Stock Purchase 0.85% $43,226 $92.76 466 55,466 27 May 2026 Direct
Hartley R. Rogers HLNE Class A Common Stock Purchase $4,952,959 $90.05 55,000 55,000 26 May 2026 By LLC
Hartley R. Rogers HLNE Class A Common Stock Purchase $4,952,959 $90.05 55,000 55,000 26 May 2026 Direct
Andrea Anigati Kramer HLNE Class A Common Stock Award 0.08% 62 82,524 31 Mar 2026 Direct
Andrea Anigati Kramer HLNE Class A Common Stock Tax liability -1.84% -1,212 64,549 14 Mar 2026 Direct
Erik R. Hirsch HLNE Class A Common Stock Tax liability -9.81% -6,912 63,582 14 Mar 2026 Direct
Jeffrey Brian Armbrister HLNE Class A Common Stock Tax liability -5.16% -590 10,849 14 Mar 2026 Direct
Drew Thomas Carl HLNE Class A Common Stock Tax liability -6.73% -85 1,178 14 Mar 2026 Direct
Lydia Gavalis HLNE Class A Common Stock Tax liability -1.64% -549 32,889 14 Mar 2026 Direct
David J. Berkman HLNE Class A Common Stock Purchase $1,010,000 $101.00 10,000 10,000 24 Feb 2026 By: The 2006 Berkman Trust for David J. Berkman Family
Erik R. Hirsch HLNE Class A Common Stock Purchase 15.1% $988,260 $107.13 9,225 70,494 20 Feb 2026 Direct
Juan Delgado-Moreira HLNE Class A Common Stock Purchase 0.69% $989,311 $107.24 9,225 1,338,047 20 Feb 2026 Direct
Andrea Anigati Kramer HLNE Class A Common Stock Purchase 3.67% $250,011 $107.53 2,325 65,761 20 Feb 2026 Direct
Mario L. Giannini HLNE Class A Common Stock Purchase 9.56% $990,010 $107.32 9,225 105,723 20 Feb 2026 Direct
Juan Delgado-Moreira HLNE Class A Common Stock Gift 1.09% 14,375 1,328,822 06 Feb 2026 Direct
Juan Delgado-Moreira HLNE Class A Common Stock Gift -100% -14,375 0 06 Feb 2026 By Trust
Drew Thomas Carl HLNE Class A Common Stock Award 3.78% 46 1,263 31 Dec 2025 Direct
Andrea Anigati Kramer HLNE Class A Common Stock Award 0.07% 46 63,436 31 Dec 2025 Direct
Juan Delgado-Moreira HLNE Class A Common Stock Purchase 0.61% $1,042,832 $130.35 8,000 1,314,447 07 Nov 2025 Direct
Andrea Anigati Kramer HLNE Class A Common Stock Award 0.07% 46 63,390 30 Sep 2025 Direct
Sexton O Griffith HLNE Class A Common Stock Award 37.8% 1,331 4,852 16 Sep 2025 Direct
Leslie F. Varon HLNE Class A Common Stock Award 7.41% 666 9,658 16 Sep 2025 Direct
Reynoldo Vann Graves HLNE Class A Common Stock Award 24.7% 333 1,681 16 Sep 2025 Direct
Lydia Gavalis HLNE Performance Stock Award 1,356 1,356 16 Sep 2025 Direct
Andrea Anigati Kramer HLNE Class A Common Stock Tax liability -1.15% -736 63,344 16 Sep 2025 Direct
Andrea Anigati Kramer HLNE Performance Stock Award 2,033 2,033 16 Sep 2025 Direct
Jeffrey Brian Armbrister HLNE Class A Common Stock Tax liability -3.32% -393 11,439 16 Sep 2025 Direct
Jeffrey Brian Armbrister HLNE Performance Stock Award 2,033 2,033 16 Sep 2025 Direct
Drew Thomas Carl HLNE Performance Stock Award 1,356 1,356 16 Sep 2025 Direct
French River 5 Ltd HLNE Class A Common Stock Sale -31.2% $21,976,500 $146.51 -150,000 330,015 04 Sep 2025 Direct
Hartley R. Rogers HLNE Class B Common Stock Other -2.25% -149,875 6,510,922 04 Sep 2025 See footnote
Hartley R. Rogers HLNE Class B Units Other -2.25% -149,875 6,510,922 04 Sep 2025 See footnote
Hla Investments Llc HLNE Class B Common Stock Other -2.25% -149,875 6,510,922 04 Sep 2025 See footnote
Hla Investments Llc HLNE Class B Common Stock Other -3.79% -320,005 8,128,907 04 Sep 2025 Direct
Hla Investments Llc HLNE Class B Units Other -2.25% -149,875 6,510,922 04 Sep 2025 See footnote
Hla Investments Llc HLNE Class B Units Other -3.79% -320,005 8,128,907 04 Sep 2025 Direct
Michael Schmertzler HLNE Class B Common Stock Other -4% -25,005 600,000 04 Sep 2025 Direct
Michael Schmertzler HLNE Class B Units Other -4% -25,005 600,000 04 Sep 2025 See footnote
Laurence Whittemore HLNE Class B Common Stock Other -38.1% -35,000 56,880 04 Sep 2025 Direct
Laurence Whittemore HLNE Class B Units Other -38.1% -35,000 56,880 04 Sep 2025 See footnote
* marks a reported price that did not pass the local price check.
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