Stifel Financial
HLNE icon

Stifel Financial’s Hamilton Lane HLNE Stock Holding History

Stifel 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 		$11.2M Buy
113,153
+35,248
+45% +$4.33M 0.01% 893
2025
Q4 		$10.5M Sell
77,905
-11,259
-13% -$1.42M 0.01% 933
2025
Q3 		$12M Sell
89,164
-2,652
-3% -$400K 0.01% 858
2025
Q2 		$13M Buy
91,816
+50,691
+123% +$7.64M 0.01% 774
2025
Q1 		$6.11M Buy
41,125
+1,339
+3% +$204K 0.01% 1075
2024
Q4 		$5.89M Sell
39,786
-741
-2% -$132K 0.01% 1121
2024
Q3 		$6.82M Buy
40,527
+2,867
+8% +$415K 0.01% 1034
2024
Q2 		$4.65M Buy
37,660
+2,304
+7% +$269K 0.01% 1184
2024
Q1 		$3.99M Buy
35,356
+3,087
+10% +$349K ﹤0.01% 1280
2023
Q4 		$3.66M Buy
32,269
+1,378
+4% +$130K ﹤0.01% 1288
2023
Q3 		$2.79M Buy
30,891
+1,572
+5% +$140K ﹤0.01% 1371
2023
Q2 		$2.34M Buy
29,319
+3,602
+14% +$259K ﹤0.01% 1510
2023
Q1 		$1.9M Buy
25,717
+1,739
+7% +$128K ﹤0.01% 1599
2022
Q4 		$1.53M Buy
23,978
+60
+0.3% +$3.99K ﹤0.01% 1713
2022
Q3 		$1.43M Buy
23,918
+2,174
+10% +$154K ﹤0.01% 1696
2022
Q2 		$1.46M Buy
21,744
+3,936
+22% +$271K ﹤0.01% 1721
2022
Q1 		$1.38M Buy
17,808
+4,133
+30% +$345K ﹤0.01% 1889
2021
Q4 		$1.42M Buy
13,675
+1,567
+13% +$161K ﹤0.01% 1863
2021
Q3 		$1.03M Buy
12,108
+3,010
+33% +$269K ﹤0.01% 2084
2021
Q2 		$829K Buy
9,098
+2,782
+44% +$252K ﹤0.01% 2242
2021
Q1 		$559K Buy
+6,316
New +$534K ﹤0.01% 2409
2018
Q2 		– Sell
-12,358
Closed -$461K – 2747
2018
Q1 		$461K Buy
+12,358
New +$455K ﹤0.01% 2021

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

Stifel Financial's HLNE Position: Q1 2026 in Review

Stifel Financial increased its Hamilton Lane (HLNE) stake by 45% in Q1 2026, buying an estimated $4.33M and bringing the position to 113,153 shares worth $11.2M. The position accounts for 0.01% of the portfolio, ranked #893.

Stifel Financial first reported a position in HLNE in Q1 2018 and has held it in 22 quarters since. The position peaked at $13M in Q2 2025. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Stifel Financial held 113,153 shares of Hamilton Lane worth $11.2M as of Q1 2026.
  • Stifel Financial bought 35,248 Hamilton Lane shares in Q1 2026, an estimated $4.33M.
  • Hamilton Lane made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #893 holding.
  • Stifel Financial first reported a position in Hamilton Lane in Q1 2018 and has held it in 22 quarters since.
  • Stifel Financial's Hamilton Lane position peaked at $13M in Q2 2025.
  • 385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.