LOAR HOLDINGS INC (LOAR)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
272
Reporting holders
$6.8B
Reported value
89.7%
Of shares outstanding
0.3%
Held as options
+32
Holder change
Institutions report 84,015,735 shares against 93,688,471 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ABRAMS CAPITAL MANAGEMENT, L.P. | $2.6B | 32,050,240 | 47.15% | 9q | HELD |
| Capital International Investors | $709.7M | 8,803,898 | 0.15% | 9q | HELD |
| WELLINGTON MANAGEMENT GROUP LLP | $327.5M | 4,063,339 | 0.06% | 4q | +14.5%+$41.4M |
| WASATCH ADVISORS LP | $261.3M | 3,241,786 | 1.71% | 7q | -7.6%-$21.5M |
| BAMCO INC /NY/ | $203.4M | 2,523,332 | 0.31% | 9q | +6.6%+$12.7M |
| STATE STREET CORP | $188.4M | 2,336,798 | 0.01% | 9q | -1.9%-$3.6M |
| BlackRock, Inc. | $177.3M | 2,198,873 | 0.00% | 8q | -9.1%-$17.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $159.5M | 1,979,244 | 0.00% | 2q | +8.5%+$12.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $142.9M | 1,772,282 | 0.01% | 2q | +5.7%+$7.7M |
| FEDERATED HERMES, INC. | $130.7M | 1,620,889 | 0.19% | 9q | +5.7%+$7.0M |
| UBS Group AG | $112.8M | 1,399,163 | 0.01% | 9q | -23.8%-$35.2M |
| MORGAN STANLEY | $92.8M | 1,151,679 | 0.00% | 9q | +69.5%+$38.1M |
| JPMORGAN CHASE & CO | $76.3M | 954,332 | 0.00% | 9q | -18.1%-$16.8M |
| Invesco Ltd. | $71.2M | 883,388 | 0.01% | 9q | +93.0%+$34.3M |
| DIMENSIONAL FUND ADVISORS LP | $69.7M | 864,595 | 0.01% | 8q | +15.7%+$9.5M |
| Capital World Investors | $67.1M | 831,853 | 0.01% | 9q | +6.3%+$4.0M |
| TimesSquare Capital Management, LLC | $64.4M | 798,575 | 0.95% | 9q | -13.8%-$10.3M |
| GOLDMAN SACHS GROUP INC | $60.2M | 746,596 | 0.01% | 8q | +24.0%+$11.7M |
| Artisan Partners Limited Partnership | $59.5M | 737,570 | 0.09% | 9q | -11.8%-$8.0M |
| GENEVA CAPITAL MANAGEMENT LLC | $58.0M | 719,088 | 1.33% | 3q | +8.6%+$4.6M |
| Bank of New York Mellon Corp | $57.0M | 707,403 | 0.01% | 9q | -24.2%-$18.2M |
| One Madison Group LLC | $55.6M | 690,000 | 5.35% | 7q | -0.7%-$403.1K |
| GEODE CAPITAL MANAGEMENT, LLC | $53.1M | 658,166 | 0.00% | 9q | -7.5%-$4.3M |
| Spyglass Capital Management LLC | $49.3M | 611,657 | 2.67% | 4q | +4.7%+$2.2M |
| NORGES BANK | $45.0M | 558,181 | 0.00% | 7q | -17.6%-$9.6M |
| BANK OF AMERICA CORP /DE/ | $36.6M | 453,466 | 0.00% | 9q | +101.6%+$18.4M |
| FRED ALGER MANAGEMENT, LLC | $36.0M | 446,598 | 0.12% | 9q | -23.1%-$10.8M |
| Jupiter Topco LLC | $34.3M | 426,043 | 0.01% | new | FIRST |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $29.6M | 366,604 | 0.00% | 9q | +3.9%+$1.1M |
| Sixth Street Partners Management Company, L.P. | $29.6M | 366,604 | 0.00% | new | NEW |
| GILDER GAGNON HOWE & CO LLC | $29.5M | 366,256 | 0.30% | 9q | -16.9%-$6.0M |
| Select Equity Group, L.P. | $27.4M | 339,976 | 0.14% | 9q | +67.0%+$11.0M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $25.2M | 312,799 | 0.17% | 9q | -7.8%-$2.1M |
| Alyeska Investment Group, L.P. | $24.5M | 303,776 | 0.06% | 9q | -72.1%-$63.1M |
| CITADEL ADVISORS LLC | $24.0M | 168,394 | 0.00% | 9q | -73.6%-$66.7M |
| ONE Advisory Partners, LLC | $23.6M | 293,319 | 6.44% | 5q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $21.3M | 263,758 | 0.03% | 9q | -2.7%-$579.7K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $19.0M | 235,556 | 0.03% | 3q | +73.6%+$8.0M |
| VANGUARD FIDUCIARY TRUST CO | $19.0M | 235,448 | 0.00% | 2q | +1.4%+$264.7K |
| LOOMIS SAYLES & CO L P | $17.5M | 216,773 | 0.02% | 9q | -2.6%-$470.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $16.9M | 155,435 | 0.00% | 9q | +41.3%+$4.9M |
| RAYMOND JAMES FINANCIAL INC | $16.4M | 203,696 | 0.00% | 5q | +1803.2%+$15.6M |
| Daiwa Securities Group Inc. | $16.4M | 203,400 | 0.03% | 2q | HELD |
| ROYAL BANK OF CANADA | $16.1M | 200,191 | 0.00% | 9q | +22.7%+$3.0M |
| Zimmer Partners, LP | $16.1M | 200,000 | 0.37% | 5q | -65.1%-$30.0M |
| Cerity Partners LLC | $15.9M | 196,529 | 0.02% | 5q | -13.7%-$2.5M |
| NORTHERN TRUST CORP | $15.4M | 190,949 | 0.00% | 9q | -1.1%-$176.1K |
| SEI INVESTMENTS CO | $15.3M | 189,976 | 0.01% | 9q | -11.6%-$2.0M |
| OSTERWEIS CAPITAL MANAGEMENT INC | $15.2M | 188,865 | 0.72% | 2q | +36.5%+$4.1M |
| JANE STREET GROUP, LLC | $13.4M | 137,922 | 0.00% | 5q | HELD |
| RIVERBRIDGE PARTNERS LLC | $12.3M | 153,080 | 0.34% | 3q | -40.8%-$8.5M |
| FIRST MANHATTAN CO. LLC. | $11.7M | 144,955 | 0.03% | 3q | +100.9%+$5.9M |
| Blackstone Inc. | $10.7M | 133,293 | 0.03% | new | NEW |
| Woodline Partners LP | $10.5M | 130,445 | 0.03% | 9q | HELD |
| Grandeur Peak Global Advisors, LLC | $10.5M | 116,708 | 1.21% | 7q | +149.1%+$6.3M |
| TD Asset Management Inc | $10.2M | 126,716 | 0.01% | 9q | +9.7%+$902.3K |
| BURKETT FINANCIAL SERVICES, LLC | $9.5M | 118,000 | 2.98% | 5q | -5.6%-$564.3K |
| MILLENNIUM MANAGEMENT LLC | $9.5M | 117,944 | 0.00% | 5q | -29.8%-$4.0M |
| NEXT CENTURY GROWTH INVESTORS LLC | $9.4M | 116,817 | 0.50% | 9q | -6.5%-$654.6K |
| Ghisallo Capital Management LLC | $8.1M | 100,000 | 0.16% | 9q | -50.0%-$8.1M |
| SEVEN GRAND MANAGERS, LLC | $8.1M | 100,000 | 0.32% | 9q | HELD |
| FMR LLC | $8.0M | 99,406 | 0.00% | 9q | -19.1%-$1.9M |
| Nuveen, LLC | $7.4M | 91,424 | 0.00% | 6q | +2.6%+$184.0K |
| Jain Global LLC | $7.4M | 91,253 | 0.03% | 4q | -68.4%-$15.9M |
| NEUBERGER BERMAN GROUP LLC | $7.3M | 90,300 | 0.00% | 9q | +38.2%+$2.0M |
| FIRST TRUST ADVISORS LP | $6.9M | 86,031 | 0.00% | 7q | -56.3%-$8.9M |
| CHILTON INVESTMENT CO INC. | $6.9M | 85,093 | 0.16% | new | NEW |
| BROWN CAPITAL MANAGEMENT LLC | $6.8M | 84,816 | 1.37% | 3q | +14.3%+$853.5K |
| Prospera Financial Services Inc | $6.6M | 81,687 | 0.10% | 2q | +28.0%+$1.4M |
| Squarepoint Ops LLC | $5.9M | 73,548 | 0.01% | new | NEW |
| Capricorn Fund Managers Ltd | $5.8M | 71,999 | 0.46% | 3q | +58.8%+$2.2M |
| Gotham Asset Management, LLC | $5.5M | 67,770 | 0.01% | 4q | +275.5%+$4.0M |
| FRANKLIN RESOURCES INC | $5.5M | 67,712 | 0.00% | new | NEW |
| Moody Aldrich Partners LLC | $5.3M | 65,974 | 0.96% | 9q | +23.8%+$1.0M |
| Swiss National Bank | $5.3M | 65,700 | 0.00% | 6q | +1.5%+$80.6K |
| Jump Financial, LLC | $5.0M | 61,834 | 0.04% | 6q | +1045.1%+$4.5M |
| OPPENHEIMER ASSET MANAGEMENT INC. | $4.7M | 58,212 | 0.05% | 8q | +3.6%+$164.1K |
| Pathstone Holdings, LLC | $4.6M | 57,439 | 0.01% | 5q | +412.3%+$3.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.5M | 55,297 | 0.00% | 6q | -6.4%-$306.2K |
| BNP PARIBAS FINANCIAL MARKETS | $4.3M | 53,502 | 0.00% | 9q | -48.6%-$4.1M |
| ENVESTNET ASSET MANAGEMENT INC | $4.2M | 52,497 | 0.00% | 9q | HELD |
| CAPITAL INTERNATIONAL SARL | $4.1M | 51,114 | 0.06% | 3q | +6.9%+$265.3K |
| XTX Topco Ltd | $4.1M | 50,374 | 0.05% | 3q | -33.4%-$2.0M |
| Aquatic Capital Management LLC | $4.0M | 49,784 | 0.14% | new | NEW |
| CAPITAL INTERNATIONAL LTD /CA/ | $3.9M | 48,044 | 0.13% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $3.6M | 44,583 | 0.00% | 9q | +12.1%+$387.8K |
| Odyssean, LLC | $3.5M | 43,660 | 0.57% | 3q | +111.3%+$1.9M |
| RHUMBLINE ADVISERS | $3.2M | 39,127 | 0.00% | 9q | -17.8%-$682.5K |
| MARSHALL WACE, LLP | $3.1M | 38,128 | 0.00% | 6q | -54.1%-$3.6M |
| CITIGROUP INC | $3.1M | 38,005 | 0.00% | 9q | -34.0%-$1.6M |
| B. Metzler seel. Sohn & Co. AG | $2.9M | 36,176 | 0.03% | 5q | +7.6%+$205.7K |
| Thrive Wealth Management, LLC | $2.9M | 35,814 | 0.37% | 5q | -0.7%-$19.7K |
| Linden Thomas Advisory Services, LLC | $2.8M | 34,274 | 0.22% | 9q | -0.7%-$19.2K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $2.7M | 33,703 | 0.04% | 5q | HELD |
| IMC-Chicago, LLC | $2.5M | options only | 0.00% | 2q | OPTIONS |
| DARK FOREST CAPITAL MANAGEMENT LP | $2.4M | 30,364 | 0.16% | 4q | -37.7%-$1.5M |
| Legal & General Group Plc | $2.3M | 29,139 | 0.00% | 9q | -58.1%-$3.3M |
| Russell Investments Group, Ltd. | $2.3M | 29,021 | 0.00% | 5q | +527.9%+$2.0M |
| Quantinno Capital Management LP | $2.3M | 28,056 | 0.00% | 5q | +233.7%+$1.6M |
| Clearview Wealth Management LLC | $2.2M | 27,001 | 1.40% | 2q | HELD |
Showing the largest 100 of 285 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 272 | $6.8B | 84,015,735 | 68 | 90 | 76 | 0.3% |
| Q1 2026 | 240 | $4.9B | 85,051,655 | 46 | 99 | 51 | 0.2% |
| Q4 2025 | 230 | $5.5B | 81,038,766 | 52 | 71 | 71 | 0.1% |
| Q3 2025 | 215 | $6.4B | 79,954,811 | 30 | 83 | 61 | 0.3% |
| Q2 2025 | 240 | $7.0B | 80,547,868 | 104 | 83 | 32 | 0.3% |
| Q1 2025 | 154 | $5.1B | 71,672,766 | 28 | 67 | 33 | 0.2% |
| Q4 2024 | 174 | $5.3B | 71,568,450 | 48 | 61 | 35 | 0.6% |
| Q3 2024 | 132 | $4.8B | 64,463,051 | 38 | 37 | 33 | 0.4% |
| Q2 2024 | 111 | $2.8B | 52,184,590 | 112 | 0 | 0 | 0.5% |