Raymond James Financial
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Raymond James Financial’s Hamilton Lane HLNE Stock Holding History

Raymond James 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 		$60.1M Buy
605,530
+27,939
+5% +$3.43M 0.02% 761
2025
Q4 		$77.8M Buy
577,591
+53,055
+10% +$6.67M 0.02% 612
2025
Q3 		$70.7M Buy
524,536
+141,063
+37% +$21.3M 0.02% 624
2025
Q2 		$54.5M Buy
383,473
+158,219
+70% +$23.9M 0.02% 715
2025
Q1 		$33.5M Buy
225,254
+62,596
+38% +$9.54M 0.01% 957
2024
Q4 		$24.1M Buy
+162,658
New +$29M 0.01% 1179

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 $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 $3.37T AUM 44.26% 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 $204B AUM 27.99% 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

Raymond James Financial's HLNE Position: Q1 2026 in Review

Raymond James Financial increased its Hamilton Lane (HLNE) stake by 4.8% in Q1 2026, buying an estimated $3.43M and bringing the position to 605,530 shares worth $60.1M. The position accounts for 0.02% of the portfolio, ranked #761.

Raymond James Financial first reported a position in HLNE in Q4 2024 and has held it in 6 quarters since. The position peaked at $77.8M in Q4 2025. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Raymond James Financial held 605,530 shares of Hamilton Lane worth $60.1M as of Q1 2026.
  • Raymond James Financial bought 27,939 Hamilton Lane shares in Q1 2026, an estimated $3.43M.
  • Hamilton Lane made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #761 holding.
  • Raymond James Financial first reported a position in Hamilton Lane in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Hamilton Lane position peaked at $77.8M in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.