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B. Metzler seel. Sohn & Co’s Hamilton Lane HLNE Stock Holding History

B. Metzler seel. Sohn & Co’s Portfolio HLNE Stock Details HLNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.9M Buy
29,155
+7,052
+32% +$866K 0.03% 303
2025
Q4 		$2.97M Buy
22,103
+4,789
+28% +$602K 0.03% 310
2025
Q3 		$2.33M Hold
17,314
– – 0.02% 354
2025
Q2 		$2.46M Sell
17,314
-7,264
-30% -$1.1M 0.02% 339
2025
Q1 		$3.65M Buy
24,578
+4,093
+20% +$624K 0.04% 229
2024
Q4 		$3.03M Sell
20,485
-5,211
-20% -$929K 0.03% 268
2024
Q3 		$4.33M Sell
25,696
-6,528
-20% -$945K 0.04% 219
2024
Q2 		$3.98M Sell
32,224
-4,253
-12% -$497K 0.04% 225
2024
Q1 		$4.11M Sell
36,477
-3,793
-9% -$428K 0.05% 226
2023
Q4 		$4.57M Buy
40,270
+217
+0.5% +$20.5K 0.06% 191
2023
Q3 		$3.62M Sell
40,053
-64,697
-62% -$5.76M 0.05% 210
2023
Q2 		$8.38M Buy
104,750
+52,375
+100% +$3.76M 0.11% 122
2023
Q1 		$3.87M Buy
52,375
+4,741
+10% +$350K 0.06% 187
2022
Q4 		$3.04M Buy
47,634
+11,557
+32% +$769K 0.05% 222
2022
Q3 		$2.15M Buy
36,077
+5,760
+19% +$407K 0.04% 270
2022
Q2 		$2.04M Buy
30,317
+2,144
+8% +$148K 0.03% 293
2022
Q1 		$2.18M Buy
28,173
+375
+1% +$31.3K 0.03% 324
2021
Q4 		$2.9M Sell
27,798
-10,094
-27% -$1.04M 0.04% 267
2021
Q3 		$3.21M Hold
37,892
– – 0.05% 232
2021
Q2 		$3.45M Hold
37,892
– – 0.05% 210
2021
Q1 		$3.36M Buy
37,892
+2,337
+7% +$197K 0.06% 207
2020
Q4 		$2.73M Buy
+35,555
New +$2.58M 0.05% 211

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Metzler seel. Sohn & Co's HLNE Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co increased its Hamilton Lane (HLNE) stake by 32% in Q1 2026, buying an estimated $866K and bringing the position to 29,155 shares worth $2.9M. The position accounts for 0.03% of the portfolio, ranked #303.

B. Metzler seel. Sohn & Co first reported a position in HLNE in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.38M in Q2 2023. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • B. Metzler seel. Sohn & Co held 29,155 shares of Hamilton Lane worth $2.9M as of Q1 2026.
  • B. Metzler seel. Sohn & Co bought 7,052 Hamilton Lane shares in Q1 2026, an estimated $866K.
  • Hamilton Lane made up 0.03% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #303 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Hamilton Lane in Q4 2020 and has held it in 22 quarters since.
  • B. Metzler seel. Sohn & Co's Hamilton Lane position peaked at $8.38M in Q2 2023.
  • 385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.