Mackenzie Financial
HLNE icon

Mackenzie Financial’s Hamilton Lane HLNE Stock Holding History

Mackenzie 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
2025
Q3 		– Sell
-2,348
Closed -$334K – 1762
2025
Q2 		$334K Buy
+2,348
New +$354K ﹤0.01% 1358
2024
Q4 		– Sell
-2,407
Closed -$405K – 1736
2024
Q3 		$405K Buy
2,407
+214
+10% +$31K ﹤0.01% 1082
2024
Q2 		$271K Hold
2,193
– – ﹤0.01% 1204
2024
Q1 		$247K Sell
2,193
-1,808
-45% -$204K ﹤0.01% 1261
2023
Q4 		$454K Sell
4,001
-5,166
-56% -$489K ﹤0.01% 1023
2023
Q3 		$803K Buy
+9,167
New +$817K ﹤0.01% 898

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mackenzie Financial's HLNE Position: Q3 2025 in Review

Mackenzie Financial sold out of Hamilton Lane (HLNE) in Q3 2025, closing a stake of 2,348 shares — an estimated $334K sold.

Mackenzie Financial first reported a position in HLNE in Q3 2023 and held it in 6 quarters. The position peaked at $803K in Q3 2023. 382 funds tracked by Wall St. Rank hold HLNE as of Q3 2025.

  • Mackenzie Financial reported no remaining Hamilton Lane position as of Q3 2025 after selling out during the quarter.
  • Mackenzie Financial sold 2,348 Hamilton Lane shares in Q3 2025, an estimated $334K.
  • Mackenzie Financial first reported a position in Hamilton Lane in Q3 2023 and held it in 6 quarters.
  • Mackenzie Financial's Hamilton Lane position peaked at $803K in Q3 2023.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2025.

Based on Mackenzie Financial's 13F filing for Q3 2025, filed 13 Nov 2025.