Security record · archived quarter
LMRI
name pending profile ingest
48Tracked holders
0Δ holders
19.33MShares held
$218.23MReported value
+5New positions
−5Exits
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Brown Advisory Inc | 5.78M | +238.8% | $65.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Brown Advisory Inc | 5.78M | +238.8% | $65.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Brown Advisory Inc | 5.78M | +238.8% | $65.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Massachusetts Financial Services Co… | 3.45M | +47.9% | $38.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Massachusetts Financial Services Co… | 3.45M | +47.9% | $38.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Massachusetts Financial Services Co… | 3.45M | +47.9% | $38.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 1.40M | -8.4% | $15.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 1.40M | -8.4% | $15.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 1.40M | -8.4% | $15.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 1.40M | -8.4% | $15.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 1.40M | -8.4% | $15.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 1.40M | -8.4% | $15.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 1.15M | +4.5% | $13.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 1.15M | +4.5% | $13.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 1.15M | +4.5% | $13.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Vanguard Capital Management Llc | 1.07M | +1.1% | $12.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 807.43K | +5.5% | $9.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 807.43K | +5.5% | $9.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Millennium Management ✦ | 627.99K | -12.1% | $7.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Geode Capital Management ✦ (passive) | 626.32K | -7.1% | $7.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Geode Capital Management ✦ (passive) | 626.32K | -7.1% | $7.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Adage Capital Partners ✦ | 625.27K | +49.4% | $7.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Healthcare Of Ontario Pension Plan… | 600.00K | -53.9% | $6.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | State Street Global Advisors ✦ (passive) | 459.13K | +21.9% | $5.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Franklin Resources Inc | 448.54K | +38.9% | $5.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Franklin Resources Inc | 448.54K | +38.9% | $5.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Kayne Anderson Rudnick Investment… | 292.92K | -4.1% | $3.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Point72 Asset Management ✦ | 280.96K | +177.4% | $3.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Sei Investments Co | 224.34K | +154.4% | $2.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Sei Investments Co | 224.34K | +154.4% | $2.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Charles Schwab Investment… | 198.06K | -5.4% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Northern Trust Corp | 162.42K | -10.5% | $1.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Northern Trust Corp | 162.42K | -10.5% | $1.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Northern Trust Corp | 162.42K | -10.5% | $1.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 151.69K | -80.9% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | State Of Wisconsin Investment Board | 146.49K | New | $1.65M | 0.0% | New | 1 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 83.76K | -34.0% | $944,824 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Federated Hermes, Inc. | 80.00K | -86.0% | $902,400 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Federated Hermes, Inc. | 80.00K | -86.0% | $902,400 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Squarepoint Ops LLC | 79.93K | +506.9% | $901,656 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 78.22K | New | $882,287 | 0.0% | New | 1 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 78.22K | New | $882,287 | 0.0% | New | 1 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 78.22K | New | $882,287 | 0.0% | New | 1 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 78.22K | New | $882,287 | 0.0% | New | 1 | SEC ↗ |
| 45 | UBS Group AG | 66.95K | -61.8% | $755,174 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | UBS Group AG | 66.95K | -61.8% | $755,174 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 62.89K | +12.9% | $709,388 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 62.89K | +12.9% | $709,388 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 62.89K | +12.9% | $709,388 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 62.89K | +12.9% | $709,388 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Bank of New York Mellon Corp | 62.89K | +12.9% | $709,388 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Citadel Advisors ✦ | 54.38K | -91.7% | $613,395 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 38.86K | -62.8% | $438,374 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 38.86K | -62.8% | $438,374 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 38.86K | -62.8% | $438,374 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 38.86K | -62.8% | $438,374 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 38.86K | -62.8% | $438,374 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 38.86K | -62.8% | $438,374 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Raymond James Financial Inc | 36.38K | New | $410,400 | 0.0% | New | 1 | SEC ↗ |
| 60 | Raymond James Financial Inc | 36.38K | New | $410,400 | 0.0% | New | 1 | SEC ↗ |
| 61 | Nuveen, LLC | 32.52K | +10.4% | $366,825 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Nuveen, LLC | 32.52K | +10.4% | $366,825 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Wells Fargo & Company/Mn | 32.33K | +240.4% | $364,705 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Wells Fargo & Company/Mn | 32.33K | +240.4% | $364,705 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | D. E. Shaw & Co. ✦ | 27.80K | +69.3% | $313,584 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | D. E. Shaw & Co. ✦ | 27.80K | +69.3% | $313,584 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Rhumbline Advisers | 22.35K | +25.5% | $252,080 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Deutsche Bank Ag\ | 18.50K | +51.6% | $208,714 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | T. Rowe Price ✦ | 17.87K | 0.0% | $202,000 | 0.0% | Held | 2 | SEC ↗ |
| 70 | Bank Of America Corp /De/ | 17.70K | -84.1% | $199,645 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Alliancebernstein L.P. | 15.20K | -99.5% | $130,720 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Russell Investments Group, Ltd. | 11.53K | +503.4% | $130,058 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Citigroup Inc | 8.74K | +30051.7% | $98,633 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Citigroup Inc | 8.74K | +30051.7% | $98,633 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 8.74K | -26.4% | $98,542 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | New York State Common Retirement… | 8.50K | 0.0% | $95,880 | 0.0% | Held | 2 | SEC ↗ |
| 77 | Pnc Financial Services Group, Inc. | 7.25K | -0.7% | $81,758 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Pnc Financial Services Group, Inc. | 7.25K | -0.7% | $81,758 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Pnc Financial Services Group, Inc. | 7.25K | -0.7% | $81,758 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Balyasny Asset Management L.P. | 4.15K | New | $46,835 | 0.0% | New | 1 | SEC ↗ |
| 81 | Barclays Plc | 3.40K | -79.8% | $38,308 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Barclays Plc | 3.40K | -79.8% | $38,308 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Bnp Paribas Financial Markets | 2.90K | -46.3% | $32,712 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Legal & General Group Plc | 1.74K | -21.4% | $19,565 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Royal Bank Of Canada | 1.18K | New | $14,000 | 0.0% | New | 1 | SEC ↗ |
| 86 | Royal Bank Of Canada | 1.18K | New | $14,000 | 0.0% | New | 1 | SEC ↗ |
| 87 | Osaic Holdings, Inc. | 215 | 0.0% | $2,425 | 0.0% | Held | 3 | SEC ↗ |
| 88 | 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
| State Of Wisconsin Investment… | $1.65M | 0.0% |
| AQR Capital Management | $882,287 | 0.0% |
| AQR Capital Management | $882,287 | 0.0% |
| AQR Capital Management | $882,287 | 0.0% |
| AQR Capital Management | $882,287 | 0.0% |
| Raymond James Financial Inc | $410,400 | 0.0% |
| Raymond James Financial Inc | $410,400 | 0.0% |
| Balyasny Asset Management L.P. | $46,835 | 0.0% |
| Royal Bank Of Canada | $14,000 | 0.0% |
| Royal Bank Of Canada | $14,000 | 0.0% |
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 ·
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