DaveManuel.com · Institutional Ownership · Who Owns It
LINEAGE INC (LINE)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
333
Reporting holders
$3.4B
Reported value
33.7%
Of shares outstanding
0.7%
Calls
0.4%
Puts
+19
Holder change
Institutions report 76,629,224 shares against 227,710,012 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| NORGES BANK | $601.9M | 13,917,122 | 0.06% | 6q | +1.0%+$6.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $248.0M | 5,734,672 | 0.01% | 2q | +0.6%+$1.5M |
| BlackRock, Inc. | $227.5M | 5,260,370 | 0.00% | 8q | +6.9%+$14.7M |
| D1 Capital Partners L.P. | $204.8M | 4,736,312 | 0.59% | 8q | -36.0%-$115.3M |
| AQR CAPITAL MANAGEMENT LLC | $202.1M | 4,673,227 | 0.07% | 6q | +73.6%+$85.7M |
| BANK OF AMERICA CORP /DE/ | $156.0M | 3,607,975 | 0.01% | 8q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $127.9M | 2,956,421 | 0.00% | 2q | +2.2%+$2.8M |
| HighTower Advisors, LLC | $98.9M | 2,286,166 | 0.09% | 4q | +6.1%+$5.7M |
| BAILLIE GIFFORD & CO | $98.4M | 2,274,996 | 0.09% | 8q | -11.0%-$12.1M |
| STATE STREET CORP | $83.2M | 1,899,057 | 0.00% | 8q | -3.6%-$3.1M |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | $66.3M | 1,533,843 | 2.93% | 7q | -44.6%-$53.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $60.6M | 1,399,961 | 0.00% | 8q | -6.6%-$4.3M |
| UBS Group AG | $52.1M incl. $302.8K options PUT | 1,197,943 | 0.01% | 8q | -15.0%-$9.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $48.0M | 1,110,367 | 0.01% | 8q | +6.9%+$3.1M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $46.7M | 1,080,091 | 0.13% | 5q | -3.5%-$1.7M |
| Bank of New York Mellon Corp | $44.6M | 1,032,098 | 0.01% | 8q | +10.5%+$4.2M |
| CANADA PENSION PLAN INVESTMENT BOARD | $41.3M | 954,248 | 0.02% | 2q | HELD |
| MORGAN STANLEY | $41.0M | 947,862 | 0.00% | 8q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $40.2M | 928,659 | 0.01% | 6q | +5.9%+$2.2M |
| GOLDMAN SACHS GROUP INC | $39.8M | 920,405 | 0.00% | 8q | +431.7%+$32.3M |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $34.6M | 799,518 | 1.82% | 7q | -4.4%-$1.6M |
| GRS Advisors, LLC | $34.4M | 795,907 | 2.91% | 8q | -17.6%-$7.4M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $29.7M | 686,236 | 0.25% | 8q | +48.0%+$9.6M |
| VILLERE ST DENIS J & CO LLC | $26.7M | 618,495 | 3.19% | 8q | -12.6%-$3.9M |
| Lunate Capital Ltd | $25.9M | 600,000 | 13.24% | 6q | HELD |
| CITADEL ADVISORS LLC | $22.4M incl. $7.6M options CALL+PUT | 341,681 | 0.00% | 8q | -28.8%-$9.1M |
| Balyasny Asset Management L.P. | $21.8M | 503,615 | 0.03% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $18.6M | 429,203 | 0.00% | 8q | -46.4%-$16.1M |
| Alberta Investment Management Corp | $18.1M | 418,900 | 0.10% | 3q | HELD |
| NORTHERN TRUST CORP | $17.4M | 402,855 | 0.00% | 8q | +3.9%+$652.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $17.2M | 398,385 | 0.00% | 8q | +2845507.1%+$17.2M |
| Qube Research & Technologies Ltd | $16.2M | 373,629 | 0.02% | 3q | -42.1%-$11.7M |
| VANGUARD FIDUCIARY TRUST CO | $16.0M | 370,469 | 0.00% | 2q | +1.5%+$241.4K |
| Apollo Management Holdings, L.P. | $15.7M | 363,006 | 0.18% | 3q | +75.1%+$6.7M |
| KENNEDY CAPITAL MANAGEMENT LLC | $15.4M | 355,376 | 0.27% | 3q | -1.5%-$231.8K |
| Legal & General Group Plc | $13.7M | 315,952 | 0.00% | 8q | -20.7%-$3.6M |
| GCM Grosvenor Holdings, LLC | $13.1M | 302,079 | 0.56% | 5q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12.9M incl. $12.1M options CALL+PUT | 18,083 | 0.00% | 8q | -69.8%-$29.8M |
| RAYMOND JAMES FINANCIAL INC | $12.8M | 295,733 | 0.00% | 6q | +66.4%+$5.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.1M | 288,021 | 0.02% | 4q | +63.9%+$4.7M |
| JPMORGAN CHASE & CO | $11.5M | 253,044 | 0.00% | 8q | +86.5%+$5.4M |
| IEQ CAPITAL, LLC | $11.0M | 254,671 | 0.05% | 6q | +49.8%+$3.7M |
| Invesco Ltd. | $10.8M | 249,658 | 0.00% | 8q | +4.2%+$438.0K |
| AMERIPRISE FINANCIAL INC | $10.2M | 236,749 | 0.00% | 8q | +1003.3%+$9.3M |
| BARCLAYS PLC | $10.0M | 230,986 | 0.00% | 8q | +604.4%+$8.6M |
| BOOTHBAY FUND MANAGEMENT, LLC | $9.7M | 224,171 | 0.13% | 8q | +6.1%+$557.2K |
| Susquehanna Portfolio Strategies, LLC | $9.5M | 219,220 | 0.15% | 4q | -28.5%-$3.8M |
| Rockefeller Capital Management L.P. | $9.4M | 216,736 | 0.01% | 7q | +2.6%+$237.7K |
| FIRST TRUST ADVISORS LP | $9.3M | 215,096 | 0.01% | 8q | +107.6%+$4.8M |
| Mariner, LLC | $9.0M | 207,124 | 0.01% | 7q | +175.5%+$5.7M |
| Russell Investments Group, Ltd. | $8.0M | 185,229 | 0.01% | 8q | +100.3%+$4.0M |
| Hudson Bay Capital Management LP | $8.0M | 185,053 | 0.02% | new | NEW |
| JANE STREET GROUP, LLC | $7.8M CALL+PUT | options only | 0.00% | 3q | OPTIONS |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $7.4M | 171,316 | 0.10% | 8q | HELD |
| APG Asset Management US Inc. | $7.4M | 169,598 | 0.05% | 2q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $7.3M | 167,970 | 0.00% | 8q | -13.2%-$1.1M |
| BANK OF MONTREAL /CAN/ | $7.3M | 96,459 | 0.00% | 5q | +86.5%+$3.4M |
| Caisse de depot et placement du Quebec | $7.1M | 165,258 | 0.01% | 2q | HELD |
| HSBC HOLDINGS PLC | $6.3M | 144,790 | 0.00% | 8q | -18.0%-$1.4M |
| Gillson Capital LP | $6.2M | 143,442 | 0.37% | 4q | -34.4%-$3.3M |
| Cerity Partners LLC | $6.1M | 140,309 | 0.01% | 4q | +125.7%+$3.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $6.0M | 139,412 | 0.04% | 5q | HELD |
| Swiss National Bank | $5.9M | 136,700 | 0.00% | 4q | +1.0%+$56.2K |
| National Philanthropic Trust | $5.8M | 133,628 | 0.08% | 5q | HELD |
| MAI Capital Management | $5.7M | 131,797 | 0.02% | 7q | +96.9%+$2.8M |
| DEUTSCHE BANK AG\ | $5.7M | 131,507 | 0.00% | 8q | +264.2%+$4.1M |
| Empowered Funds, LLC | $5.6M | 129,073 | 0.03% | 4q | +4.0%+$213.0K |
| Creative Planning | $5.2M | 121,162 | 0.00% | 6q | +31.9%+$1.3M |
| ALLIANCEBERNSTEIN L.P. | $4.9M | 151,060 | 0.00% | 8q | +267.3%+$3.6M |
| PENNINGTON PARTNERS & CO., LLC | $4.9M | 111,449 | 1.56% | 4q | +45.8%+$1.5M |
| Quantinno Capital Management LP | $4.6M | 105,978 | 0.01% | 6q | +1.3%+$57.0K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $4.3M | 100,354 | 0.01% | 8q | -2.5%-$112.7K |
| Nuveen, LLC | $4.2M | 96,441 | 0.00% | 6q | -39.4%-$2.7M |
| NOMURA ASSET MANAGEMENT CO LTD | $3.9M | 91,240 | 0.01% | 8q | +1.9%+$74.8K |
| Bayberry Capital Partners LP | $3.8M | 87,000 | 1.30% | 3q | -34.6%-$2.0M |
| CITIGROUP INC | $3.7M | 84,550 | 0.00% | 8q | -48.2%-$3.4M |
| Uniplan Investment Counsel, Inc. | $3.7M | 84,416 | 0.34% | new | NEW |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $3.6M | 84,165 | 0.02% | 8q | +30.6%+$852.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.6M | 82,412 | 0.00% | 3q | +153.7%+$2.2M |
| Gotham Asset Management, LLC | $3.5M | 81,861 | 0.01% | 4q | +37.6%+$966.7K |
| Asset Management One Co., Ltd. | $3.5M | 80,018 | 0.01% | 8q | +3.6%+$120.6K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.4M | 78,710 | 0.00% | 8q | -1.8%-$62.6K |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | $3.3M | 76,029 | 0.02% | 8q | HELD |
| SIMPLEX TRADING, LLC | $3.2M incl. $2.5M options CALL+PUT | 15,710 | 0.00% | 6q | -37.1%-$1.9M |
| Oak Thistle LLC | $3.0M | 69,446 | 0.29% | new | NEW |
| IMC-Chicago, LLC | $2.9M CALL+PUT | options only | 0.00% | 4q | OPTIONS |
| TWO SIGMA INVESTMENTS, LP | $2.8M | 65,584 | 0.00% | 4q | -34.4%-$1.5M |
| BECKER CAPITAL MANAGEMENT INC | $2.8M | 64,440 | 0.08% | 5q | -4.9%-$145.6K |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.8M | 64,620 | 0.00% | 2q | +11.1%+$278.1K |
| MILLENNIUM MANAGEMENT LLC | $2.8M | 64,572 | 0.00% | 3q | -82.3%-$13.0M |
| Vanguard Investments Australia, Ltd. | $2.7M | 63,171 | 0.01% | 2q | HELD |
| Sumitomo Mitsui Trust Group, Inc. | $2.7M | 62,643 | 0.00% | 8q | +2.3%+$61.8K |
| RHUMBLINE ADVISERS | $2.6M | 60,026 | 0.00% | 8q | -10.5%-$304.7K |
| Twin Tree Management, LP | $2.4M CALL+PUT | options only | 0.05% | new | OPTIONS |
| Holocene Advisors, LP | $2.4M | 55,628 | 0.01% | 8q | -48.1%-$2.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $2.3M | 54,139 | 0.00% | 8q | -46.2%-$2.0M |
| Schonfeld Strategic Advisors LLC | $2.3M | 53,357 | 0.01% | 8q | -2.0%-$46.9K |
| Ghisallo Capital Management LLC | $2.2M | 50,000 | 0.04% | 8q | -50.0%-$2.2M |
| Belpointe Asset Management LLC | $2.2M | 49,941 | 0.07% | 2q | +15.3%+$287.3K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | $2.1M | 49,568 | 0.14% | 8q | -24.3%-$688.8K |
Showing the largest 100 of 333 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-22 | 2026-10-19 | Directors or officers departed or appointed | filing |
| 2026-09-24 | 2026-09-22 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-07 | LeMasters Robb A. | Chief Financial Officer | Bought | 20,000 | $826.6K |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-28 | Marchetti Kevin Patrick | Co-Executive Chairman | Bought | 25,000 | $987.6K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 73 | $27.5M | 803,932 | 13 | 17 | 19 | 0.0% |
| Q2 2026 | 333 | $3.4B | 76,629,224 | 62 | 112 | 92 | 1.1% |
| Q1 2026 | 314 | $2.2B | 65,121,990 | 69 | 122 | 67 | 1.4% |
| Q4 2025 | 269 | $2.7B | 77,004,717 | 58 | 103 | 70 | 0.8% |
| Q3 2025 | 245 | $2.4B | 61,048,894 | 56 | 89 | 69 | 0.8% |
| Q2 2025 | 225 | $3.4B | 77,510,129 | 34 | 95 | 73 | 0.5% |
| Q1 2025 | 236 | $4.3B | 73,452,471 | 64 | 75 | 64 | 0.6% |
| Q4 2024 | 203 | $4.4B | 74,911,243 | 44 | 79 | 51 | 0.5% |
| Q3 2024 | 208 | $6.0B | 76,580,332 | 210 | 0 | 0 | 0.5% |