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Security record

LMRI

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025
48Tracked holders
0Δ holders
19.33MShares held
$218.23MReported value
+5New positions
−5Exits
Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -8.6% · net new positions 0.0% — formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 48 0 19.33M $218.23M +5 −5
Q1 2026 50 +15 23.25M $228.75M +20 −5
Q4 2025 35 +14 19.11M $353.55M +14 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Brown Advisory Inc 5.78M +238.8% $65.17M 0.1% ▲ Add 2 SEC ↗ ×3
2 Massachusetts Financial Services Co… 3.45M +47.9% $38.96M 0.0% ▲ Add 3 SEC ↗ ×3
3 BlackRock ✦ (passive) 1.40M -8.4% $15.77M 0.0% ▼ Trim 3 SEC ↗ ×6
4 JPMorgan Chase ✦ 1.15M +4.5% $13.25M 0.0% ▲ Add 3 SEC ↗ ×3
5 Vanguard Capital Management Llc 1.07M +1.1% $12.07M 0.0% ▲ Add 2 SEC ↗
6 Goldman Sachs Group ✦ 807.43K +5.5% $9.11M 0.0% ▲ Add 3 SEC ↗ ×2
7 Millennium Management ✦ 627.99K -12.1% $7.08M 0.0% ▼ Trim 3 SEC ↗
8 Geode Capital Management ✦ (passive) 626.32K -7.1% $7.07M 0.0% ▼ Trim 3 SEC ↗ ×2
9 Adage Capital Partners ✦ 625.27K +49.4% $7.05M 0.0% ▲ Add 3 SEC ↗
10 Healthcare Of Ontario Pension Plan… 600.00K -53.9% $6.77M 0.0% ▼ Trim 3 SEC ↗
11 State Street Global Advisors ✦ (passive) 459.13K +21.9% $5.18M 0.0% ▲ Add 2 SEC ↗
12 Franklin Resources Inc 448.54K +38.9% $5.06M 0.0% ▲ Add 2 SEC ↗ ×2
13 Kayne Anderson Rudnick Investment… 292.92K -4.1% $3.30M 0.0% ▼ Trim 3 SEC ↗
14 Point72 Asset Management ✦ 280.96K +177.4% $3.17M 0.0% ▲ Add 3 SEC ↗
15 Sei Investments Co 224.34K +154.4% $2.53M 0.0% ▲ Add 3 SEC ↗ ×2
16 Charles Schwab Investment… 198.06K -5.4% $2.23M 0.0% ▼ Trim 2 SEC ↗
17 Northern Trust Corp 162.42K -10.5% $1.83M 0.0% ▼ Trim 2 SEC ↗ ×3
18 Fidelity (FMR) ✦ 151.69K -80.9% $1.71M 0.0% ▼ Trim 3 SEC ↗
19 State Of Wisconsin Investment Board 146.49K New $1.65M 0.0% New 1 SEC ↗
20 Ameriprise Financial Inc 83.76K -34.0% $944,824 0.0% ▼ Trim 3 SEC ↗
21 Federated Hermes, Inc. 80.00K -86.0% $902,400 0.0% ▼ Trim 3 SEC ↗ ×2
22 Squarepoint Ops LLC 79.93K +506.9% $901,656 0.0% ▲ Add 3 SEC ↗
23 AQR Capital Management ✦ 78.22K New $882,287 0.0% New 1 SEC ↗ ×4
24 UBS Group AG 66.95K -61.8% $755,174 0.0% ▼ Trim 3 SEC ↗ ×2
25 Bank of New York Mellon Corp 62.89K +12.9% $709,388 0.0% ▲ Add 2 SEC ↗ ×5
26 Citadel Advisors ✦ 54.38K -91.7% $613,395 0.0% ▼ Trim 3 SEC ↗
27 Morgan Stanley ✦ 38.86K -62.8% $438,374 0.0% ▼ Trim 3 SEC ↗ ×6
28 Raymond James Financial Inc 36.38K New $410,400 0.0% New 1 SEC ↗ ×2
29 Nuveen, LLC 32.52K +10.4% $366,825 0.0% ▲ Add 2 SEC ↗ ×2
30 Wells Fargo & Company/Mn 32.33K +240.4% $364,705 0.0% ▲ Add 2 SEC ↗ ×2
31 D. E. Shaw & Co. ✦ 27.80K +69.3% $313,584 0.0% ▲ Add 3 SEC ↗ ×2
32 Rhumbline Advisers 22.35K +25.5% $252,080 0.0% ▲ Add 2 SEC ↗
33 Deutsche Bank Ag\ 18.50K +51.6% $208,714 0.0% ▲ Add 2 SEC ↗
34 T. Rowe Price ✦ 17.87K 0.0% $202,000 0.0% Held 2 SEC ↗
35 Bank Of America Corp /De/ 17.70K -84.1% $199,645 0.0% ▼ Trim 3 SEC ↗
36 Alliancebernstein L.P. 15.20K -99.5% $130,720 0.0% ▼ Trim 3 SEC ↗
37 Russell Investments Group, Ltd. 11.53K +503.4% $130,058 0.0% ▲ Add 2 SEC ↗
38 Citigroup Inc 8.74K +30051.7% $98,633 0.0% ▲ Add 2 SEC ↗ ×2
39 MIRAE ASSET GLOBAL ETFS HOLDINGS… 8.74K -26.4% $98,542 0.0% ▼ Trim 2 SEC ↗
40 New York State Common Retirement… 8.50K 0.0% $95,880 0.0% Held 2 SEC ↗
41 Pnc Financial Services Group, Inc. 7.25K -0.7% $81,758 0.0% ▼ Trim 2 SEC ↗ ×3
42 Balyasny Asset Management L.P. 4.15K New $46,835 0.0% New 1 SEC ↗
43 Barclays Plc 3.40K -79.8% $38,308 0.0% ▼ Trim 3 SEC ↗ ×2
44 Bnp Paribas Financial Markets 2.90K -46.3% $32,712 0.0% ▼ Trim 2 SEC ↗
45 Legal & General Group Plc 1.74K -21.4% $19,565 0.0% ▼ Trim 3 SEC ↗
46 Royal Bank Of Canada 1.18K New $14,000 0.0% New 1 SEC ↗ ×2
47 Osaic Holdings, Inc. 215 0.0% $2,425 0.0% Held 3 SEC ↗
48 Assetmark, Inc 48 -97.7% $541 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

Invesco Ltd. $12.39M was 0.0%
Principal Financial Group Inc $5.71M was 0.0%
Renaissance Technologies $777,638 was 0.0%
Two Sigma Investments $145,288 was 0.0%
Jones Financial Companies Lllp $4,542 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 89 holders, 30.84M shares, $293.16M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API