LOAR
Loar Holdings Inc. · Industrials · Aerospace & Defense
Momentum inputs (comparable managers):
holder breadth -11.1% ·
share flow -8.5% ·
net new positions -18.8%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 4.38K | $269,772 | n/a | n/a |
| Q2 2026 | 91 | +6 | 39.16M | $3.16B | +13 | −6 |
| Q1 2026 | 87 | -4 | 39.26M | $2.25B | +4 | −9 |
| Q4 2025 | 92 | +2 | 35.09M | $2.39B | +3 | n/a |
| Q3 2025 | 16 | -2 | 15.13M | $1.21B | +2 | −5 |
| Q2 2025 | 16 | +3 | 15.07M | $1.30B | +4 | −1 |
| Q1 2025 | 10 | +1 | 3.73M | $263.42M | +2 | −1 |
| Q4 2024 | 9 | +1 | 3.66M | $270.68M | +3 | −2 |
| Q3 2024 | 7 | -2 | 2.12M | $157.79M | n/a | −2 |
| Q2 2024 | 9 | n/a | 2.39M | $127.50M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 3.79M | -5.7% | $302.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 3.40M | +11.1% | $271.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×15 |
| 3 | State Street Global Advisors ✦ (passive) | 1.59M | -4.1% | $127.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 1.08M | +31.3% | $86.02M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 5 | JPMorgan Chase ✦ | 1.03M | n/a | $82.13M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 6 | Goldman Sachs Group ✦ | 731.08K | n/a | $58.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Geode Capital Management ✦ (passive) | 677.34K | +21.5% | $54.20M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 8 | Fidelity (FMR) ✦ | 622.12K | -24.9% | $49.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 9 | Capital World Investors ✦ | 600.00K | 0.0% | $48.00M | 0.0% | Held | 6 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 551.03K | n/a | $44.08M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 11 | Wellington Management ✦ | 496.68K | New | $39.73M | 0.0% | New | 1 | SEC ↗ ×4 |
| 12 | Marshall Wace ✦ | 272.43K | -80.3% | $21.79M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Millennium Management ✦ | 121.43K | +1.2% | $9.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 81.73K | +228.4% | $6.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 59.95K | New | $4.80M | 0.0% | New | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 41.89K | -95.5% | $3.35M | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $39.73M | 0.0% |
| Gotham Asset Management | $4.80M | 0.0% |
Exited
| Norges Bank | $72.02M | was 0.0% |
| Soros Fund Management | $14.87M | was 0.4% |
| D. E. Shaw & Co. | $2.46M | was 0.0% |
| Renaissance Technologies | $2.45M | was 0.0% |
| AQR Capital Management | $755,280 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 247 holders, 88.14M shares, $4.80B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.