LOAR
Loar Holdings Inc. · Industrials · Aerospace & Defense
Моментум-факторы (сопоставимые управляющие):
широта держателей +7.1% ·
поток акций -0.5% ·
новые чистые позиции +7.7%
— формула
Фрагментация владения — больше держателей, меньший совокупный пакет
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 8.80M | -0.1% | $709.68M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Wellington Management ✦ | 4.06M | +14.5% | $327.55M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 3 | Wellington Management ✦ | 4.06M | +14.5% | $327.55M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 4 | Wellington Management ✦ | 4.06M | +14.5% | $327.55M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 5 | Wellington Management ✦ | 4.06M | +14.5% | $327.55M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 4.06M | +14.5% | $327.55M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 7 | Wellington Management ✦ | 4.06M | +14.5% | $327.55M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 8 | Wellington Management ✦ | 4.06M | +14.5% | $327.55M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 9 | Wellington Management ✦ | 4.06M | +14.5% | $327.55M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 10 | Bamco Inc /Ny/ | 2.52M | +6.6% | $203.41M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 11 | State Street Global Advisors ✦ (пассивный) | 2.34M | -1.9% | $188.37M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 12 | BlackRock ✦ (пассивный) | 2.20M | -9.1% | $177.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | BlackRock ✦ (пассивный) | 2.20M | -9.1% | $177.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | BlackRock ✦ (пассивный) | 2.20M | -9.1% | $177.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | BlackRock ✦ (пассивный) | 2.20M | -9.1% | $177.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | BlackRock ✦ (пассивный) | 2.20M | -9.1% | $177.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | BlackRock ✦ (пассивный) | 2.20M | -9.1% | $177.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | BlackRock ✦ (пассивный) | 2.20M | -9.1% | $177.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | BlackRock ✦ (пассивный) | 2.20M | -9.1% | $177.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | BlackRock ✦ (пассивный) | 2.20M | -9.1% | $177.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | BlackRock ✦ (пассивный) | 2.20M | -9.1% | $177.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | BlackRock ✦ (пассивный) | 2.20M | -9.1% | $177.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | BlackRock ✦ (пассивный) | 2.20M | -9.1% | $177.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | BlackRock ✦ (пассивный) | 2.20M | -9.1% | $177.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | Vanguard Capital Management Llc | 1.98M | +8.5% | $159.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Federated Hermes, Inc. | 1.62M | +5.7% | $130.66M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 27 | UBS Group AG | 1.40M | -23.8% | $112.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | UBS Group AG | 1.40M | -23.8% | $112.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | UBS Group AG | 1.40M | -23.8% | $112.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 1.15M | +69.5% | $92.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 1.15M | +69.5% | $92.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 1.15M | +69.5% | $92.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 1.15M | +69.5% | $92.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 1.15M | +69.5% | $92.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 1.15M | +69.5% | $92.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 1.15M | +69.5% | $92.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 1.15M | +69.5% | $92.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 1.15M | +69.5% | $92.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 1.15M | +69.5% | $92.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 954.33K | -18.1% | $76.26M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 954.33K | -18.1% | $76.26M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 954.33K | -18.1% | $76.26M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 954.33K | -18.1% | $76.26M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 954.33K | -18.1% | $76.26M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | Invesco Ltd. | 883.39K | +93.0% | $71.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Invesco Ltd. | 883.39K | +93.0% | $71.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Invesco Ltd. | 883.39K | +93.0% | $71.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Invesco Ltd. | 883.39K | +93.0% | $71.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Invesco Ltd. | 883.39K | +93.0% | $71.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Invesco Ltd. | 883.39K | +93.0% | $71.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Invesco Ltd. | 883.39K | +93.0% | $71.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Dimensional Fund Advisors Lp | 864.60K | +15.7% | $69.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Dimensional Fund Advisors Lp | 864.60K | +15.7% | $69.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Dimensional Fund Advisors Lp | 864.60K | +15.7% | $69.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Dimensional Fund Advisors Lp | 864.60K | +15.7% | $69.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Dimensional Fund Advisors Lp | 864.60K | +15.7% | $69.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Capital World Investors ✦ | 831.85K | +6.3% | $67.06M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 58 | Goldman Sachs Group ✦ | 746.60K | +24.0% | $60.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 59 | Goldman Sachs Group ✦ | 746.60K | +24.0% | $60.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 60 | Goldman Sachs Group ✦ | 746.60K | +24.0% | $60.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 61 | Artisan Partners Limited Partnership | 737.57K | -11.8% | $59.46M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 62 | T. Rowe Price ✦ | 729.33K | +36.2% | $58.79M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 63 | T. Rowe Price ✦ | 729.33K | +36.2% | $58.79M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 64 | Bank of New York Mellon Corp | 707.40K | -24.2% | $57.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Bank of New York Mellon Corp | 707.40K | -24.2% | $57.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Bank of New York Mellon Corp | 707.40K | -24.2% | $57.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Bank of New York Mellon Corp | 707.40K | -24.2% | $57.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 707.40K | -24.2% | $57.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 707.40K | -24.2% | $57.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Bank of New York Mellon Corp | 707.40K | -24.2% | $57.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Bank of New York Mellon Corp | 707.40K | -24.2% | $57.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Bank of New York Mellon Corp | 707.40K | -24.2% | $57.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 707.40K | -24.2% | $57.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 707.40K | -24.2% | $57.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Bank of New York Mellon Corp | 707.40K | -24.2% | $57.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Bank of New York Mellon Corp | 707.40K | -24.2% | $57.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Geode Capital Management ✦ (пассивный) | 658.17K | -7.5% | $53.07M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 78 | Geode Capital Management ✦ (пассивный) | 658.17K | -7.5% | $53.07M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 79 | Norges Bank ✦ (пассивный) | 558.18K | Новый | $44.99M | 0.0% | New | 1 | SEC ↗ |
| 80 | Bank Of America Corp /De/ | 453.47K | +101.6% | $36.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Bank Of America Corp /De/ | 453.47K | +101.6% | $36.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Bank Of America Corp /De/ | 453.47K | +101.6% | $36.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Bank Of America Corp /De/ | 453.47K | +101.6% | $36.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Charles Schwab Investment… | 366.60K | +3.9% | $29.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Charles Schwab Investment… | 366.60K | +3.9% | $29.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Alyeska Investment Group, L.P. | 303.78K | -72.1% | $24.49M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 87 | New York State Common Retirement… | 263.76K | -2.6% | $21.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Nomura Asset Management… | 235.56K | +73.6% | $18.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Loomis Sayles & Co L P | 216.77K | -2.6% | $17.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Loomis Sayles & Co L P | 216.77K | -2.6% | $17.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Raymond James Financial Inc | 203.70K | +1803.2% | $16.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Raymond James Financial Inc | 203.70K | +1803.2% | $16.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Raymond James Financial Inc | 203.70K | +1803.2% | $16.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Raymond James Financial Inc | 203.70K | +1803.2% | $16.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Daiwa Securities Group Inc. | 203.40K | 0.0% | $16.40M | 0.0% | Held | 2 | SEC ↗ |
| 96 | Royal Bank Of Canada | 200.19K | +22.7% | $16.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Royal Bank Of Canada | 200.19K | +22.7% | $16.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Royal Bank Of Canada | 200.19K | +22.7% | $16.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Royal Bank Of Canada | 200.19K | +22.7% | $16.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Royal Bank Of Canada | 200.19K | +22.7% | $16.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Norges Bank | $44.99M | 0.0% |
Закрыто
| Canada Pension Plan… | $1.34M | составлял 0.0% |
| Tidal Investments LLC | $773,419 | составлял 0.0% |
| Capstone Investment Advisors… | $392,608 | составлял 0.0% |
| Simplex Trading, Llc | $100,715 | составлял 0.0% |
| Optiver Holding B.V. | $16,614 | составлял 0.0% |
| Northwestern Mutual Wealth… | $3,151 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 247 держатели, 88.14M акции, $4.80B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.