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DaveManuel.com · Institutional Ownership · Who Owns It

LOAR HOLDINGS INC (LOAR)

Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.

287
Reporting holders
$7.2B
Reported value
94.7%
Of shares outstanding
0.2%
Calls
0.1%
Puts
+36
Holder change

Institutions report 88,682,243 shares against 93,688,471 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. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.

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

Download these holders as CSV

FilerValueShares Their book Held Change
ABRAMS CAPITAL MANAGEMENT, L.P.$2.6B32,050,24047.15%9qHELD
Capital International Investors$709.7M8,803,8980.15%9qHELD
T. Rowe Price Investment Management, Inc.$334.4M4,148,3700.22%9q+12.0%+$35.9M
WELLINGTON MANAGEMENT GROUP LLP$327.5M4,063,3390.06%4q+14.5%+$41.4M
WASATCH ADVISORS LP$261.3M3,241,7861.71%7q-7.6%-$21.5M
BAMCO INC /NY/$203.4M2,523,3320.31%9q+6.6%+$12.7M
STATE STREET CORP$188.4M2,336,7980.01%9q-1.9%-$3.6M
BlackRock, Inc.$177.3M2,198,8730.00%8q-9.1%-$17.8M
VANGUARD CAPITAL MANAGEMENT LLC$159.5M1,979,2440.00%2q+8.5%+$12.5M
VANGUARD PORTFOLIO MANAGEMENT LLC$142.9M1,772,2820.01%2q+5.7%+$7.7M
FEDERATED HERMES, INC.$130.7M1,620,8890.19%9q+5.7%+$7.0M
UBS Group AG$112.8M1,399,1630.01%9q-23.8%-$35.2M
MORGAN STANLEY$92.8M1,151,6790.00%9q+69.5%+$38.1M
JPMORGAN CHASE & CO$76.3M954,3320.00%9q-18.1%-$16.8M
Invesco Ltd.$71.2M883,3880.01%9q+93.0%+$34.3M
DIMENSIONAL FUND ADVISORS LP$69.7M864,5950.01%8q+15.7%+$9.5M
Capital World Investors$67.1M831,8530.01%9q+6.3%+$4.0M
TimesSquare Capital Management, LLC$64.4M798,5750.95%9q-13.8%-$10.3M
GOLDMAN SACHS GROUP INC$60.2M746,5960.01%8q+24.0%+$11.7M
Artisan Partners Limited Partnership$59.5M737,5700.09%9q-11.8%-$8.0M
PRICE T ROWE ASSOCIATES INC /MD/$58.8M729,3290.01%9q+36.2%+$15.6M
GENEVA CAPITAL MANAGEMENT LLC$58.0M719,0881.33%3q+8.6%+$4.6M
Bank of New York Mellon Corp$57.0M707,4030.01%9q-24.2%-$18.2M
One Madison Group LLC$55.6M690,0005.35%7q-0.7%-$403.1K
GEODE CAPITAL MANAGEMENT, LLC$53.1M658,1660.00%9q-7.5%-$4.3M
Spyglass Capital Management LLC$49.3M611,6572.67%4q+4.7%+$2.2M
NORGES BANK$45.0M558,1810.00%7q-17.6%-$9.6M
BANK OF AMERICA CORP /DE/$36.6M453,4660.00%9q+101.6%+$18.4M
FRED ALGER MANAGEMENT, LLC$36.0M446,5980.12%9q-23.1%-$10.8M
Jupiter Topco LLC$34.3M426,0430.01%newFIRST
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$29.6M366,6040.00%9q+3.9%+$1.1M
GILDER GAGNON HOWE & CO LLC$29.5M366,2560.30%9q-16.9%-$6.0M
Select Equity Group, L.P.$27.4M339,9760.14%9q+67.0%+$11.0M
SILVERCREST ASSET MANAGEMENT GROUP LLC$25.2M312,7990.17%9q-7.8%-$2.1M
Alyeska Investment Group, L.P.$24.5M303,7760.06%9q-72.1%-$63.1M
CITADEL ADVISORS LLC$24.0M
incl. $10.4M options CALL+PUT
168,3940.00%9q-73.6%-$66.7M
ONE Advisory Partners, LLC$23.6M293,3196.44%5qHELD
NEW YORK STATE COMMON RETIREMENT FUND$21.3M263,7580.03%9q-2.7%-$579.7K
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$19.0M235,5560.03%3q+73.6%+$8.0M
VANGUARD FIDUCIARY TRUST CO$19.0M235,4480.00%2q+1.4%+$264.7K
LOOMIS SAYLES & CO L P$17.5M216,7730.02%9q-2.6%-$470.4K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$16.9M
incl. $4.4M options CALL+PUT
155,4350.00%9q+41.3%+$4.9M
RAYMOND JAMES FINANCIAL INC$16.4M203,6960.00%5q+1803.2%+$15.6M
Daiwa Securities Group Inc.$16.4M203,4000.03%2qHELD
ROYAL BANK OF CANADA$16.1M200,1910.00%9q+22.7%+$3.0M
Zimmer Partners, LP$16.1M200,0000.37%5q-65.1%-$30.0M
Cerity Partners LLC$15.9M
incl. $80.6K options PUT
196,5290.02%5q-13.7%-$2.5M
NORTHERN TRUST CORP$15.4M190,9490.00%9q-1.1%-$176.1K
SEI INVESTMENTS CO$15.3M189,9760.01%9q-11.6%-$2.0M
OSTERWEIS CAPITAL MANAGEMENT INC$15.2M188,8650.72%2q+36.5%+$4.1M
JANE STREET GROUP, LLC$13.4M
incl. $2.3M options CALL+PUT
137,9220.00%5qHELD
RIVERBRIDGE PARTNERS LLC$12.3M153,0800.34%3q-40.8%-$8.5M
FIRST MANHATTAN CO. LLC.$11.7M144,9550.03%3q+100.9%+$5.9M
Blackstone Inc.$10.7M133,2930.03%newNEW
Woodline Partners LP$10.5M130,4450.03%9qHELD
TD Asset Management Inc$10.2M126,7160.01%9q+9.7%+$902.3K
BURKETT FINANCIAL SERVICES, LLC$9.5M118,0002.98%5q-5.6%-$564.3K
MILLENNIUM MANAGEMENT LLC$9.5M117,9440.00%5q-29.8%-$4.0M
NEXT CENTURY GROWTH INVESTORS LLC$9.4M116,8170.50%9q-6.5%-$654.6K
Ghisallo Capital Management LLC$8.1M100,0000.16%9q-50.0%-$8.1M
SEVEN GRAND MANAGERS, LLC$8.1M100,0000.32%9qHELD
FMR LLC$8.0M99,4060.00%9q-19.1%-$1.9M
Nuveen, LLC$7.4M91,4240.00%6q+2.6%+$184.0K
Jain Global LLC$7.4M91,2530.03%4q-68.4%-$15.9M
NEUBERGER BERMAN GROUP LLC$7.3M90,3000.00%9q+38.2%+$2.0M
FIRST TRUST ADVISORS LP$6.9M86,0310.00%7q-56.3%-$8.9M
CHILTON INVESTMENT CO INC.$6.9M85,0930.16%newNEW
BROWN CAPITAL MANAGEMENT LLC$6.8M84,8161.37%3q+14.3%+$853.5K
Prospera Financial Services Inc$6.6M81,6870.10%2q+28.0%+$1.4M
HRT FINANCIAL LP$6.1M75,9060.01%newNEW
Squarepoint Ops LLC$5.9M73,5480.01%newNEW
Capricorn Fund Managers Ltd$5.8M71,9990.46%3q+58.8%+$2.2M
Gotham Asset Management, LLC$5.5M67,7700.01%4q+275.5%+$4.0M
FRANKLIN RESOURCES INC$5.5M67,7120.00%newNEW
Moody Aldrich Partners LLC$5.3M65,9740.96%9q+23.8%+$1.0M
Swiss National Bank$5.3M65,7000.00%6q+1.5%+$80.6K
Jump Financial, LLC$5.0M61,8340.04%6q+1045.1%+$4.5M
Grandeur Peak Global Advisors, LLC$4.8M60,0271.12%7q+28.1%+$1.1M
OPPENHEIMER ASSET MANAGEMENT INC.$4.7M58,2120.05%8q+3.6%+$164.1K
Pathstone Holdings, LLC$4.6M57,4390.01%5q+412.3%+$3.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$4.5M55,2970.00%6q-6.4%-$306.2K
BNP PARIBAS FINANCIAL MARKETS$4.3M53,5020.00%9q-48.6%-$4.1M
ENVESTNET ASSET MANAGEMENT INC$4.2M52,4970.00%9qHELD
CAPITAL INTERNATIONAL SARL$4.1M51,1140.06%3q+6.9%+$265.3K
XTX Topco Ltd$4.1M50,3740.05%3q-33.4%-$2.0M
Aquatic Capital Management LLC$4.0M49,7840.14%newNEW
CAPITAL INTERNATIONAL LTD /CA/$3.9M48,0440.13%3qHELD
WELLS FARGO & COMPANY/MN$3.6M44,5830.00%9q+124.2%+$2.0M
Odyssean, LLC$3.5M43,6600.57%3q+111.3%+$1.9M
RHUMBLINE ADVISERS$3.2M39,1270.00%9q-17.8%-$682.5K
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$3.1M39,0110.00%9q-3.3%-$108.7K
MARSHALL WACE, LLP$3.1M38,1280.00%6q-54.1%-$3.6M
CITIGROUP INC$3.1M38,0050.00%9q-34.0%-$1.6M
B. Metzler seel. Sohn & Co. AG$2.9M36,1760.03%5q+7.6%+$205.7K
Thrive Wealth Management, LLC$2.9M35,8140.37%5q-0.7%-$19.7K
Linden Thomas Advisory Services, LLC$2.8M34,2740.22%9q-0.7%-$19.2K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$2.7M33,7030.04%5qHELD
IMC-Chicago, LLC$2.5M CALL+PUToptions only0.00%2qOPTIONS
DARK FOREST CAPITAL MANAGEMENT LP$2.4M30,3640.16%4q-37.7%-$1.5M
Legal & General Group Plc$2.3M29,1390.00%9q-58.1%-$3.3M

Showing the largest 100 of 287 reported holders.

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

DateInsiderRoleSideSharesValue
2026-05-20Danmola Taiwo K.DirectorSold35,000$2.1M

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202678$230.1M3,739,3802719110.0%
Q2 2026287$7.2B88,682,2437196810.3%
Q1 2026251$5.1B89,297,25449102550.2%
Q4 2025244$5.8B85,116,6855378740.1%
Q3 2025232$6.7B83,369,8433490650.3%
Q2 2025256$7.2B82,974,16011289350.3%
Q1 2025164$5.3B74,988,5932872380.2%
Q4 2024184$5.5B74,306,0195066380.5%
Q3 2024141$5.0B67,367,2944041350.5%
Q2 2024120$3.0B55,181,026122000.5%