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
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 $5.7T 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 $134B 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