Security record · archived quarter
LOAR
Loar Holdings Inc. · Industrials · Aerospace & Defense
87Tracked holders
-4Δ holders
39.26MShares held
$2.25BReported value
+4New positions
−9Exits
Momentum inputs (comparable managers):
holder breadth -4.4% ·
share flow +20.8% ·
net new positions -5.7%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
| 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 | — | −2 |
| Q2 2024 | 9 | — | 2.39M | $127.50M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 8.81M | +22.1% | $504.92M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Wellington Management ✦ | 3.55M | +227.4% | $203.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wellington Management ✦ | 3.55M | +227.4% | $203.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 3.55M | +227.4% | $203.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wellington Management ✦ | 3.55M | +227.4% | $203.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 3.55M | +227.4% | $203.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wellington Management ✦ | 3.55M | +227.4% | $203.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wellington Management ✦ | 3.55M | +227.4% | $203.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wellington Management ✦ | 3.55M | +227.4% | $203.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 2.42M | +0.2% | $138.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 2.42M | +0.2% | $138.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 2.42M | +0.2% | $138.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 2.42M | +0.2% | $138.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 2.42M | +0.2% | $138.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 2.42M | +0.2% | $138.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 2.42M | +0.2% | $138.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 2.42M | +0.2% | $138.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 2.42M | +0.2% | $138.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 2.42M | +0.2% | $138.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 2.42M | +0.2% | $138.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 2.42M | +0.2% | $138.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 2.42M | +0.2% | $138.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 2.42M | +0.2% | $138.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 2.42M | +0.2% | $138.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | State Street Global Advisors ✦ (passive) | 2.38M | +26.6% | $136.44M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 26 | Bamco Inc /Ny/ | 2.37M | +11.6% | $135.57M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 27 | UBS Group AG | 1.84M | +43.8% | $105.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | UBS Group AG | 1.84M | +43.8% | $105.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | UBS Group AG | 1.84M | +43.8% | $105.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | UBS Group AG | 1.84M | +43.8% | $105.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Vanguard Capital Management Llc | 1.82M | — | $104.52M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Federated Hermes, Inc. | 1.53M | 0.0% | $87.86M | 0.1% | Held | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 1.16M | +102.2% | $64.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 1.16M | +102.2% | $64.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 1.16M | +102.2% | $64.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 1.16M | +102.2% | $64.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 1.16M | +102.2% | $64.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Alyeska Investment Group, L.P. | 1.09M | +67.8% | $62.28M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 933.22K | +837.1% | $53.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 933.22K | +837.1% | $53.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 933.22K | +837.1% | $53.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 933.22K | +837.1% | $53.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 933.22K | +837.1% | $53.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 933.22K | +837.1% | $53.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 933.22K | +837.1% | $53.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 933.22K | +837.1% | $53.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 933.22K | +837.1% | $53.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 933.22K | +837.1% | $53.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 933.22K | +837.1% | $53.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 933.22K | +837.1% | $53.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Bank of New York Mellon Corp | 933.22K | +837.1% | $53.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 933.22K | +837.1% | $53.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Artisan Partners Limited Partnership | 836.38K | +50.6% | $47.92M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 54 | Capital World Investors ✦ | 782.77K | +30.5% | $44.84M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 55 | Dimensional Fund Advisors Lp | 747.35K | +17.4% | $42.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Dimensional Fund Advisors Lp | 747.35K | +17.4% | $42.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Dimensional Fund Advisors Lp | 747.35K | +17.4% | $42.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Dimensional Fund Advisors Lp | 747.35K | +17.4% | $42.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Dimensional Fund Advisors Lp | 747.35K | +17.4% | $42.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Geode Capital Management ✦ (passive) | 711.56K | +2.3% | $40.78M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 61 | Geode Capital Management ✦ (passive) | 711.56K | +2.3% | $40.78M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 62 | Morgan Stanley ✦ | 679.39K | -0.9% | $38.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Morgan Stanley ✦ | 679.39K | -0.9% | $38.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 679.39K | -0.9% | $38.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Morgan Stanley ✦ | 679.39K | -0.9% | $38.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Morgan Stanley ✦ | 679.39K | -0.9% | $38.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Morgan Stanley ✦ | 679.39K | -0.9% | $38.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Morgan Stanley ✦ | 679.39K | -0.9% | $38.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Morgan Stanley ✦ | 679.39K | -0.9% | $38.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Morgan Stanley ✦ | 679.39K | -0.9% | $38.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Morgan Stanley ✦ | 679.39K | -0.9% | $38.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Citadel Advisors ✦ | 636.70K | +132.7% | $36.48M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 73 | Citadel Advisors ✦ | 636.70K | +132.7% | $36.48M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 74 | Goldman Sachs Group ✦ | 602.00K | +1.5% | $34.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Goldman Sachs Group ✦ | 602.00K | +1.5% | $34.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Goldman Sachs Group ✦ | 602.00K | +1.5% | $34.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Voya Investment Management Llc | 548.64K | +4.5% | $31.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Voya Investment Management Llc | 548.64K | +4.5% | $31.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Voya Investment Management Llc | 548.64K | +4.5% | $31.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | T. Rowe Price ✦ | 535.58K | -50.6% | $30.68M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 81 | T. Rowe Price ✦ | 535.58K | -50.6% | $30.68M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 82 | Invesco Ltd. | 457.83K | +30.7% | $26.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Invesco Ltd. | 457.83K | +30.7% | $26.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Invesco Ltd. | 457.83K | +30.7% | $26.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Invesco Ltd. | 457.83K | +30.7% | $26.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Invesco Ltd. | 457.83K | +30.7% | $26.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Janus Henderson Group Plc | 411.90K | +54.0% | $23.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Janus Henderson Group Plc | 411.90K | +54.0% | $23.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Janus Henderson Group Plc | 411.90K | +54.0% | $23.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Charles Schwab Investment… | 352.99K | +4.5% | $20.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | New York State Common Retirement… | 270.95K | +49.9% | $15.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Cerity Partners LLC | 227.84K | -6.0% | $13.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Cerity Partners LLC | 227.84K | -6.0% | $13.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Cerity Partners LLC | 227.84K | -6.0% | $13.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Bank Of America Corp /De/ | 224.95K | -58.8% | $12.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Bank Of America Corp /De/ | 224.95K | -58.8% | $12.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Bank Of America Corp /De/ | 224.95K | -58.8% | $12.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Bank Of America Corp /De/ | 224.95K | -58.8% | $12.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Barclays Plc | 224.24K | +17.9% | $12.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Barclays Plc | 224.24K | +17.9% | $12.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Norges Bank | $46.05M | was 0.0% |
| Hrt Financial Lp | $3.82M | was 0.0% |
| Balyasny Asset Management L.P. | $3.22M | was 0.0% |
| Two Sigma Investments | $2.76M | was 0.0% |
| Squarepoint Ops LLC | $1.07M | was 0.0% |
| Jennison Associates Llc | $774,520 | was 0.0% |
| Connor, Clark & Lunn… | $527,612 | was 0.0% |
| Truist Financial Corp | $271,932 | was 0.0% |
| Group One Trading Llc | $5,712 | 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.
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: Q1 2026 ·
Methodology ·
Get this via the API