Capital World Investors
HLNE icon

Capital World Investors’s Hamilton Lane HLNE Stock Holding History

Capital World Investors’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 		$63.7M Sell
640,782
-12,936
-2% -$1.59M 0.01% 429
2025
Q4 		$87.8M Buy
653,718
+129,040
+25% +$16.2M 0.01% 364
2025
Q3 		$70.7M Buy
524,678
+40,815
+8% +$6.16M 0.01% 374
2025
Q2 		$68.8M Buy
483,863
+209,022
+76% +$31.5M 0.01% 376
2025
Q1 		$40.9M Buy
274,841
+10,825
+4% +$1.65M 0.01% 419
2024
Q4 		$39.1M Sell
264,016
-1,294
-0.5% -$231K 0.01% 424
2024
Q3 		$44.7M Sell
265,310
-325
-0.1% -$47K 0.01% 405
2024
Q2 		$32.8M Buy
265,635
+179,401
+208% +$21M 0.01% 420
2024
Q1 		$9.72M Buy
+86,234
New +$9.74M ﹤0.01% 474

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

Capital World Investors's HLNE Position: Q1 2026 in Review

Capital World Investors reduced its Hamilton Lane (HLNE) stake by 2% in Q1 2026, selling an estimated $1.59M and leaving 640,782 shares worth $63.7M. The position accounts for 0.01% of the portfolio, ranked #429.

Capital World Investors first reported a position in HLNE in Q1 2024 and has held it in 9 quarters since. The position peaked at $87.8M in Q4 2025. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Capital World Investors held 640,782 shares of Hamilton Lane worth $63.7M as of Q1 2026.
  • Capital World Investors sold 12,936 Hamilton Lane shares in Q1 2026, an estimated $1.59M.
  • Hamilton Lane made up 0.01% of Capital World Investors's portfolio in Q1 2026, its #429 holding.
  • Capital World Investors first reported a position in Hamilton Lane in Q1 2024 and has held it in 9 quarters since.
  • Capital World Investors's Hamilton Lane position peaked at $87.8M in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Capital World Investors's 13F filing for Q1 2026, filed 13 May 2026.