LPL Financial
HLNE icon

LPL Financial’s Hamilton Lane HLNE Stock Holding History

LPL Financial’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
Q2 		$8.82M Buy
111,918
+59,595
+114% +$5.3M ﹤0.01% 2271
2026
Q1 		$5.2M Sell
52,323
-897
-2% -$110K ﹤0.01% 2585
2025
Q4 		$7.15M Sell
53,220
-1,076
-2% -$135K ﹤0.01% 2232
2025
Q3 		$7.32M Buy
54,296
+8,966
+20% +$1.35M ﹤0.01% 2163
2025
Q2 		$6.44M Buy
45,330
+18,160
+67% +$2.74M ﹤0.01% 2104
2025
Q1 		$4.04M Buy
27,170
+17,354
+177% +$2.64M ﹤0.01% 2330
2024
Q4 		$1.45M Buy
9,816
+2,101
+27% +$374K ﹤0.01% 3171
2024
Q3 		$1.3M Buy
7,715
+95
+1% +$13.8K ﹤0.01% 3141
2024
Q2 		$942K Sell
7,620
-1,856
-20% -$217K ﹤0.01% 3323
2024
Q1 		$1.07M Buy
9,476
+738
+8% +$83.3K ﹤0.01% 3119
2023
Q4 		$991K Buy
8,738
+336
+4% +$31.8K ﹤0.01% 3055
2023
Q3 		$760K Buy
8,402
+1,403
+20% +$125K ﹤0.01% 3139
2023
Q2 		$560K Buy
6,999
+130
+2% +$9.34K ﹤0.01% 3344
2023
Q1 		$508K Sell
6,869
-637
-8% -$47.1K ﹤0.01% 3311
2022
Q4 		$479K Sell
7,506
-610
-8% -$40.6K ﹤0.01% 3280
2022
Q3 		$484K Sell
8,116
-1,695
-17% -$120K ﹤0.01% 3190
2022
Q2 		$659K Sell
9,811
-1,134
-10% -$78.1K ﹤0.01% 2947
2022
Q1 		$846K Buy
10,945
+2,879
+36% +$240K ﹤0.01% 2749
2021
Q4 		$836K Buy
8,066
+3,086
+62% +$317K ﹤0.01% 2819
2021
Q3 		$422K Buy
4,980
+1,972
+66% +$177K ﹤0.01% 3374
2021
Q2 		$274K Buy
+3,008
New +$272K ﹤0.01% 3656

Other funds holding HLNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LPL Financial's HLNE Position: Q2 2026 in Review

LPL Financial increased its Hamilton Lane (HLNE) stake by 114% in Q2 2026, buying an estimated $5.3M and bringing the position to 111,918 shares worth $8.82M. The position accounts for ﹤0.01% of the portfolio, ranked #2271.

LPL Financial first reported a position in HLNE in Q2 2021 and has held it in 21 quarters since. 381 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • LPL Financial held 111,918 shares of Hamilton Lane worth $8.82M as of Q2 2026.
  • LPL Financial bought 59,595 Hamilton Lane shares in Q2 2026, an estimated $5.3M.
  • Hamilton Lane made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2271 holding.
  • LPL Financial first reported a position in Hamilton Lane in Q2 2021 and has held it in 21 quarters since.
  • 381 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.