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 |
|---|---|---|---|---|---|---|
| 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 |
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 ↗ ×8 |
| 3 | BlackRock ✦ (passive) | 2.42M | +0.2% | $138.64M | 0.0% | ▲ Add | 4 | SEC ↗ ×15 |
| 4 | State Street Global Advisors ✦ (passive) | 2.38M | +26.6% | $136.44M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Bamco Inc /Ny/ | 2.37M | +11.6% | $135.57M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 1.84M | +43.8% | $105.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | Vanguard Capital Management Llc | 1.82M | n/a | $104.52M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Federated Hermes, Inc. | 1.53M | 0.0% | $87.86M | 0.1% | Held | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 1.16M | +102.2% | $64.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 10 | Alyeska Investment Group, L.P. | 1.09M | +67.8% | $62.28M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 933.22K | +837.1% | $53.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×14 |
| 12 | Artisan Partners Limited Partnership | 836.38K | +50.6% | $47.92M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Capital World Investors ✦ | 782.77K | +30.5% | $44.84M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 14 | Dimensional Fund Advisors Lp | 747.35K | +17.4% | $42.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 15 | Geode Capital Management ✦ (passive) | 711.56K | +2.3% | $40.78M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 16 | Morgan Stanley ✦ | 679.39K | -0.9% | $38.92M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 17 | Citadel Advisors ✦ | 636.70K | +132.7% | $36.48M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 18 | Goldman Sachs Group ✦ | 602.00K | +1.5% | $34.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | Voya Investment Management Llc | 548.64K | +4.5% | $31.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | T. Rowe Price ✦ | 535.58K | -50.6% | $30.68M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 21 | Invesco Ltd. | 457.83K | +30.7% | $26.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 22 | Janus Henderson Group Plc | 411.90K | +54.0% | $23.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Charles Schwab Investment… | 352.99K | +4.5% | $20.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | New York State Common Retirement… | 270.95K | +49.9% | $15.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Cerity Partners LLC | 227.84K | -6.0% | $13.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 26 | Bank Of America Corp /De/ | 224.95K | -58.8% | $12.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 27 | Barclays Plc | 224.24K | +17.9% | $12.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 28 | Loomis Sayles & Co L P | 222.61K | -2.5% | $12.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Sei Investments Co | 214.79K | +5.9% | $12.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Daiwa Securities Group Inc. | 203.40K | New | $11.65M | 0.0% | New | 1 | SEC ↗ |
| 31 | First Trust Advisors Lp | 196.84K | -10.1% | $11.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Northern Trust Corp | 193.13K | -2.7% | $11.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 33 | Millennium Management ✦ | 167.96K | +1355.0% | $9.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Royal Bank Of Canada | 163.15K | +236.5% | $9.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 35 | Nomura Asset Management… | 135.71K | +44.9% | $7.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 122.92K | -42.8% | $7.04M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 37 | Td Asset Management Inc | 115.52K | +43.0% | $6.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 109.97K | +3.0% | $6.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 104.15K | +231.6% | $5.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Nuveen, LLC | 89.14K | +0.5% | $5.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 41 | Marshall Wace ✦ | 82.99K | +3.0% | $4.75M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | First Manhattan Co. Llc. | 72.16K | +450.6% | $4.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Legal & General Group Plc | 69.54K | +48.7% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 44 | Neuberger Berman Group LLC | 65.35K | +51.3% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Swiss National Bank | 64.70K | 0.0% | $3.71M | 0.0% | Held | 2 | SEC ↗ |
| 46 | UBS AM, a distinct business unit of… | 59.10K | +3.5% | $3.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 47 | Citigroup Inc | 57.61K | -20.6% | $3.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 48 | Ameriprise Financial Inc | 55.41K | -19.1% | $3.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 49 | Renaissance Technologies ✦ | 55.10K | -37.8% | $3.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Envestnet Asset Management Inc | 52.76K | +42.9% | $3.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Rhumbline Advisers | 47.59K | +8.3% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | California State Teachers… | 40.36K | +26.2% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | State Of Wisconsin Investment Board | 38.28K | +250.8% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Jones Financial Companies Lllp | 25.03K | +27710.0% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Canada Pension Plan Investment Board | 23.40K | +95.0% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Manufacturers Life Insurance… | 23.25K | +2.5% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | State Board Of Administration Of… | 20.02K | +0.1% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Wells Fargo & Company/Mn | 19.89K | -10.1% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 59 | Gotham Asset Management ✦ | 18.05K | -54.5% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Cetera Investment Advisers | 16.79K | +250.6% | $961,727 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Creative Planning | 14.18K | +7.9% | $812,601 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Universal- Beteiligungs- und… | 13.92K | New | $797,477 | 0.0% | New | 1 | SEC ↗ |
| 63 | Tidal Investments LLC | 14.00K | New | $773,419 | 0.0% | New | 1 | SEC ↗ |
| 64 | Us Bancorp \De\ | 13.10K | +323.7% | $750,556 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 65 | Captrust Financial Advisors | 11.87K | +0.3% | $679,918 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Raymond James Financial Inc | 10.70K | -2.2% | $613,174 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 67 | Alliancebernstein L.P. | 8.14K | -99.5% | $553,724 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | D. E. Shaw & Co. ✦ | 8.81K | +0.1% | $504,668 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Victory Capital Management Inc | 8.65K | -0.6% | $495,387 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Quantinno Capital Management LP | 8.41K | -24.6% | $481,637 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Zurcher Kantonalbank (Zurich… | 8.23K | +14.1% | $471,783 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | LPL Financial LLC | 7.94K | -3.4% | $455,054 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Capstone Investment Advisors, Llc | 6.85K | +2.2% | $392,608 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Pictet Asset Management Holding SA | 5.26K | -0.7% | $301,460 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Russell Investments Group, Ltd. | 4.62K | +0.2% | $264,829 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 76 | Deutsche Bank Ag\ | 2.56K | +10.2% | $146,433 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 77 | Simplex Trading, Llc | 1.76K | +78.8% | $100,715 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Fifth Third Bancorp | 1.11K | +174.6% | $63,872 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Pnc Financial Services Group, Inc. | 857 | +11.3% | $49,097 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 80 | Danske Bank A/S | 642 | -29.7% | $36,780 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | BNP Paribas Asset Management… | 460 | -72.3% | $26,353 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Cwm, Llc | 304 | +1.3% | $17,416 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Optiver Holding B.V. | 290 | New | $16,614 | 0.0% | New | 1 | SEC ↗ |
| 84 | Rockefeller Capital Management L.P. | 232 | +1684.6% | $13,291 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 85 | Osaic Holdings, Inc. | 200 | -41.5% | $11,457 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Northwestern Mutual Wealth… | 55 | -42.7% | $3,151 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Assetmark, Inc | 29 | 0.0% | $1,661 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Daiwa Securities Group Inc. | $11.65M | 0.0% |
| Universal- Beteiligungs- und… | $797,477 | 0.0% |
| Tidal Investments LLC | $773,419 | 0.0% |
| Optiver Holding B.V. | $16,614 | 0.0% |
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 ·
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