10 institutions reported holding $8.4M of Hamilton Lane Inc (HLNE) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONGRESS ASSET MANAGEMENT CO ($8.3M), HARBOR INVESTMENT ADVISORY, LLC ($57,546), GAMMA Investing LLC ($34,528), ELEVATION WEALTH PARTNERS, LLC ($12,692), CoreCap Advisors, LLC ($9,460). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $8.3M | 105,098 | Trimmed |
| 2 | HARBOR INVESTMENT ADVISORY, LLC | $57,546 | 730 | New |
| 3 | GAMMA Investing LLC | $34,528 | 438 | Trimmed |
| 4 | ELEVATION WEALTH PARTNERS, LLC | $12,692 | 161 | Added |
| 5 | CoreCap Advisors, LLC | $9,460 | 120 | Added |
| 6 | MassMutual Private Wealth & Trust, FSB | $9,144 | 116 | Trimmed |
| 7 | Cedar Mountain Advisors, LLC | $4,651 | 59 | Hold |
| 8 | CX Institutional | $1,000 | 13 | Trimmed |
| 9 | Retirement Wealth Solutions LLC | $84 | 1 | Trimmed |
| 10 | Versant Capital Management, Inc | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30