Hamilton Lane Inc
HLNEFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Hamilton Lane Inc Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 11 annual periods. The latest annual period ends Mar 31, 2026. The latest insider filing shown is dated Jun 15, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Grey Fox Wealth Advisors, LLC | 2026-03-31 | 2,199 | $220K | SEC filing |
| Ameritas Investment Partners, Inc. | 2026-03-31 | 7,494 | $745K | SEC filing |
| UBS Group AG | 2026-03-31 | 513,247 | $51M | SEC filing |
| Atria Investments, Inc | 2026-03-31 | 17,097 | $1.7M | SEC filing |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2026-03-31 | 369 | $36.7K | SEC filing |
| Millstone Evans Group, LLC | 2026-03-31 | 122 | $12.1K | SEC filing |
| Bogart Wealth, LLC | 2026-03-31 | 10 | $994 | SEC filing |
| HARBOR CAPITAL ADVISORS, INC. | 2026-03-31 | 6,404 | Not shown | SEC filing |
| PARK AVENUE SECURITIES LLC | 2026-03-31 | 3,688 | Not shown | SEC filing |
| Vestcor Inc | 2026-03-31 | 1,043 | Not shown | SEC filing |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2026-03-31 | 10,657 | $1.06M | SEC filing |
| BARCLAYS PLC | 2026-03-31 | 23,487 | $2.33M | SEC filing |
| Legal & General Group Plc | 2026-03-31 | 75,425 | $7.5M | SEC filing |
| ELEVATION POINT WEALTH PARTNERS, LLC | 2026-03-31 | 4,275 | $427K | SEC filing |
| New Age Alpha Advisors, LLC | 2026-03-31 | 4,860 | $483K | SEC filing |
| BROWN, LISLE/CUMMINGS, INC. | 2026-03-31 | 156 | $15.5K | SEC filing |
| JANE STREET GROUP, LLC | 2026-03-31 | 30,526 | $3.03M | SEC filing |
| Summit Trail Advisors, LLC | 2026-03-31 | 3,637 | $362K | SEC filing |
| Arax Advisory Partners | 2026-03-31 | 474 | $47.1K | SEC filing |
| PRINCIPAL FINANCIAL GROUP INC | 2026-03-31 | 1,103,913 | $110M | SEC filing |
- Each value is checked against Hamilton Lane Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 3 rows: the filed value is about 1,000 times too small for the share count at Hamilton Lane Inc's share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Hamilton Lane Inc's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-09-04 · Oakville Number 2 Trust: Larger than all 8 other insider sales of Class A Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2026-06-11–2026-06-11: 4 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2026-02-20–2026-02-24: 6 event(s) across 5 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-11 | BERKMAN DAVID J · Director | Class A Common Stock | P — Open market or private purchase | +15,000 | 76.27 | SEC filing |
| 2026-06-11 | Rogers Hartley R. · Executive Co-Chairman | Class A Common Stock | P — Open market or private purchase | +10,612 | 77.86 | SEC filing |
| 2026-06-11 | Kramer Andrea Anigati · Chief Operating Officer | Class A Common Stock | P — Open market or private purchase | +1,283 | 77.46 | SEC filing |
| 2026-06-11 | Rogers Hartley R. · Executive Co-Chairman | Class A Common Stock | P — Open market or private purchase | +27,678 | 78.73 | SEC filing |
| 2026-05-27 | Rogers Hartley R. · Executive Co-Chairman | Class A Common Stock | P — Open market or private purchase | +466 | 92.69 | SEC filing |
| 2026-05-27 | Rogers Hartley R. · Executive Co-Chairman | Class A Common Stock | P — Open market or private purchase | +466 | 92.76 | SEC filing |
| 2026-05-26 | Rogers Hartley R. · Executive Co-Chairman | Class A Common Stock | P — Open market or private purchase | +47,025 | 89.99 | SEC filing |
| 2026-05-26 | Rogers Hartley R. · Executive Co-Chairman | Class A Common Stock | P — Open market or private purchase | +47,025 | 89.99 | SEC filing |
Showing 8 of 19 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-29 | Gavalis Lydia · General Counsel & Secretary | Class A Common Stock | A — Grant, award, or other acquisition | +1,139 | SEC filing |
| 2026-05-29 | Armbrister Jeffrey Brian · Chief Financial Officer | Class A Common Stock | A — Grant, award, or other acquisition | +2,109 | SEC filing |
| 2026-05-29 | Hirsch Erik R. · Co-Chief Executive Officer | Class A Common Stock | A — Grant, award, or other acquisition | +42,145 | SEC filing |
| 2026-05-29 | Delgado-Moreira Juan · Co-Chief Executive Officer | Class A Common Stock | A — Grant, award, or other acquisition | +38,087 | SEC filing |
| 2026-05-29 | Carl Drew Thomas · Chief Accounting Officer | Class A Common Stock | A — Grant, award, or other acquisition | +675 | SEC filing |
| 2026-05-29 | Kramer Andrea Anigati · Chief Operating Officer | Class A Common Stock | A — Grant, award, or other acquisition | +3,543 | SEC filing |
| 2026-03-31 | Kramer Andrea Anigati · Chief Operating Officer | Class A Common Stock | A — Grant, award, or other acquisition | +62 | SEC filing |
| 2026-03-14 | Hirsch Erik R. · Co-Chief Executive Officer | Class A Common Stock | F — Payment of exercise price or tax by delivering securities | −6,912 | SEC filing |
Showing 8 of 30 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-09-04 | HLA INVESTMENTS LLC · 10% owner | Class B Units | J — Other acquisition or disposition | −320,005 | SEC filing |
| 2025-09-04 | SCHMERTZLER MICHAEL · 10% owner | Class B Units | J — Other acquisition or disposition | −25,005 | SEC filing |
| 2025-09-04 | HLA INVESTMENTS LLC · 10% owner | Class B Units | J — Other acquisition or disposition | −149,875 | SEC filing |
| 2025-09-04 | Whittemore Laurence · 10% owner | Class B Common Stock | J — Other acquisition or disposition | −35,000 | SEC filing |
| 2025-09-04 | HLA INVESTMENTS LLC · 10% owner | Class B Common Stock | J — Other acquisition or disposition | −149,875 | SEC filing |
| 2025-09-04 | Rogers Hartley R. · Executive Co-Chairman | Class B Common Stock | J — Other acquisition or disposition | −149,875 | SEC filing |
| 2025-09-04 | Whittemore Edward B. · 10% owner | Class B Common Stock | J — Other acquisition or disposition | −10,000 | SEC filing |
| 2025-09-04 | HLA INVESTMENTS LLC · 10% owner | Class B Common Stock | J — Other acquisition or disposition | −320,005 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.