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Security record · archived quarter

LMRI

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025
35Tracked holders
+14Δ holders
19.11MShares held
$353.55MReported value
+14New positions
−0Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

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 n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Alliancebernstein L.P. 3.24M n/a $59.91M 0.0% n/c 1 SEC ↗
2 Janus Henderson Group Plc 1.99M n/a $36.86M 0.0% n/c 1 SEC ↗ ×3
3 Healthcare Of Ontario Pension Plan… 1.50M n/a $27.75M 0.0% n/c 1 SEC ↗
4 Invesco Ltd. 1.44M n/a $26.56M 0.0% n/c 1 SEC ↗ ×2
5 Millennium Management ✦ 1.29M New $23.88M 0.0% New 1 SEC ↗
6 Balyasny Asset Management L.P. 1.13M n/a $20.99M 0.0% n/c 1 SEC ↗
7 Adage Capital Partners ✦ 1.05M New $19.37M 0.0% New 1 SEC ↗
8 Goldman Sachs Group ✦ 1.02M New $18.87M 0.0% New 1 SEC ↗ ×2
9 Massachusetts Financial Services Co… 1.00M n/a $18.50M 0.0% n/c 1 SEC ↗
10 JPMorgan Chase ✦ 862.40K New $15.95M 0.0% New 1 SEC ↗ ×3
11 Citadel Advisors ✦ 850.00K New $15.72M 0.0% New 1 SEC ↗
12 Fidelity (FMR) ✦ 681.70K New $12.61M 0.0% New 1 SEC ↗
13 Principal Financial Group Inc 656.26K n/a $12.14M 0.0% n/c 1 SEC ↗
14 Federated Hermes, Inc. 450.00K n/a $8.32M 0.0% n/c 1 SEC ↗ ×2
15 Alyeska Investment Group, L.P. 334.77K n/a $6.19M 0.0% n/c 1 SEC ↗
16 Jane Street Group, Llc 243.31K n/a $4.50M 0.0% n/c 1 SEC ↗ ×2
17 The Vanguard Group ✦ (passive) 230.00K New $4.26M 0.0% New 1 SEC ↗ ×3
18 D. E. Shaw & Co. ✦ 200.00K New $3.70M 0.0% New 1 SEC ↗
19 Marshall Wace ✦ 171.63K New $3.18M 0.0% New 1 SEC ↗ ×2
20 Ameriprise Financial Inc 117.70K n/a $2.18M 0.0% n/c 1 SEC ↗
21 Squarepoint Ops LLC 112.19K n/a $2.08M 0.0% n/c 1 SEC ↗
22 Kayne Anderson Rudnick Investment… 105.00K n/a $1.94M 0.0% n/c 1 SEC ↗
23 BlackRock ✦ (passive) 100.00K New $1.85M 0.0% New 1 SEC ↗ ×3
24 Point72 Asset Management ✦ 98.15K New $1.82M 0.0% New 1 SEC ↗
25 Geode Capital Management ✦ (passive) 83.67K New $1.55M 0.0% New 1 SEC ↗
26 Td Asset Management Inc 68.33K n/a $1.26M 0.0% n/c 1 SEC ↗
27 Sei Investments Co 20.06K n/a $371,159 0.0% n/c 1 SEC ↗ ×2
28 Morgan Stanley ✦ 17.53K New $324,361 0.0% New 1 SEC ↗ ×3
29 Legal & General Group Plc 15.00K n/a $277,652 0.0% n/c 1 SEC ↗
30 Two Sigma Investments ✦ 13.50K New $249,750 0.0% New 1 SEC ↗
31 UBS Group AG 11.32K n/a $209,513 0.0% n/c 1 SEC ↗
32 Barclays Plc 7.20K n/a $133,200 0.0% n/c 1 SEC ↗
33 Assetmark, Inc 1.96K n/a $36,205 0.0% n/c 1 SEC ↗
34 Osaic Holdings, Inc. 215 n/a $3,977 0.0% n/c 1 SEC ↗
35 Bank Of America Corp /De/ 6 n/a $111 0.0% n/c 1 SEC ↗

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

New buyers

Millennium Management $23.88M 0.0%
Adage Capital Partners $19.37M 0.0%
Goldman Sachs Group $18.87M 0.0%
JPMorgan Chase $15.95M 0.0%
Citadel Advisors $15.72M 0.0%
Fidelity (FMR) $12.61M 0.0%
The Vanguard Group $4.26M 0.0%
D. E. Shaw & Co. $3.70M 0.0%
Marshall Wace $3.18M 0.0%
BlackRock $1.85M 0.0%
Point72 Asset Management $1.82M 0.0%
Geode Capital Management $1.55M 0.0%

Exited

No tracked exits this quarter.

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: Q4 2025 · Methodology · Get this via the API