# LOAR HOLDINGS INC (LOAR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/LOAR/

- Reporting holders: 11
- Reported value: $7.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $7.3M | 118,000 | 2.2% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $368.5K | 5,990 | 0.0% | 6 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $203.0K | 3,300 | 0.1% | 2 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $30.1K | 490 | 0.0% | 9 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $14.6K | 238 | 0.0% | 1 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $14.6K | 237 | 0.0% | 7 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $12.3K | 200 | 0.0% | 8 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $9.2K | 150 | 0.0% | 1 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $9.0K | 146 | 0.0% | 3 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $6.0K | 98 | 0.0% | 2 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $493 | 8 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $7.9M |
| Q2 2026 | 286 | $7.4B |
| Q1 2026 | 250 | $5.1B |
| Q4 2025 | 243 | $5.8B |
| Q3 2025 | 232 | $6.7B |
| Q2 2025 | 255 | $7.2B |
| Q1 2025 | 164 | $5.3B |
| Q4 2024 | 184 | $5.5B |
| Q3 2024 | 141 | $5.0B |
| Q2 2024 | 120 | $3.0B |