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Institutional Ownership · SEC Form 13F

Who owns LBTYK (LBTYK)


Which tracked institutional funds hold LBTYK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LBTYK company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

568
Institutional holders
284,262,643
Shares held (tracked funds)

How the tape is positioned

114 tracked funds added or opened LBTYK while 61 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

LBTYK’s largest tracked holder by dollar value, ACR Alpine Capital Research, LLC, sizes it at 4.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in LBTYK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 371 tracked filers holding LBTYK, 188 increased or opened the position and 177 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in LBTYK between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 25

  • VANGUARD CAPITAL MANAGEMENT LLC$44M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$31M
  • VANGUARD FIDUCIARY TRUST CO$19M
  • Troluce Capital Advisors LLC$10M
  • Susquehanna Portfolio Strategies, LLC$7M
  • Vanguard Global Advisers, LLC$3M

Full exits 23

  • VANGUARD GROUP INC$73M
  • Covalis Capital LLP$31M
  • Hi-Line Capital Management, LLC$12M
  • M&T Bank Corp$11M
  • Kiltearn Partners LLP$8M
  • MUFG Securities EMEA plc$7M

Largest adds

  • Wolf Hill Capital Management, LP$107M
  • Rubric Capital Management LP$72M
  • ACR Alpine Capital Research, LLC$56M
  • AMERICAN CENTURY COMPANIES INC$26M
  • DIMENSIONAL FUND ADVISORS LP$22M
  • BlackRock, Inc.$20M

Largest trims

  • BAUPOST GROUP LLC/MA$97M
  • DODGE & COX$36M
  • Deltroit Asset Management (UK) LLP$18M
  • MILLENNIUM MANAGEMENT LLC$17M
  • BANK OF NOVA SCOTIA$11M
  • NOMURA HOLDINGS INC$11M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
ACR Alpine Capital Research, LLC added23,644,817$286M11.9%2026-Q1
BAUPOST GROUP LLC/MA trimmed13,397,247$157M6.6%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed12,002,533$145M6.1%2026-Q1
Rubric Capital Management LP added11,752,855$142M5.9%2026-Q1
Wolf Hill Capital Management, LP added9,655,876$117M4.9%2026-Q1
OAKTREE CAPITAL MANAGEMENT LP8,551,191$103M4.3%2026-Q1
BlackRock, Inc. trimmed8,446,892$102M4.3%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed7,916,167$93M3.9%2026-Q1
Contour Asset Management LLC added6,069,913$73M3.1%2026-Q1
DODGE & COX trimmed5,255,568$62M2.6%2026-Q1
DME Capital Management, LP trimmed4,963,322$60M2.5%2026-Q1
AMERICAN CENTURY COMPANIES INC added4,894,770$59M2.5%2026-Q1
Lancaster Investment Management added4,255,189$51M2.1%2026-Q1
OPPENHEIMER ASSET MANAGEMENT INC. added4,001,194$47M2.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added3,580,366$42M1.8%2026-Q1
MORGAN STANLEY added3,406,904$41M1.7%2026-Q1
STATE STREET CORP added3,345,081$39M1.6%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added2,943,027$35M1.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed2,639,855$31M1.3%2026-Q1
FIRST WILSHIRE SECURITIES MANAGEMENT INC added2,341,419$28M1.2%2026-Q1
THOMPSON SIEGEL & WALMSLEY LLC trimmed2,298,767$28M1.2%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new2,120,751$25M1.0%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed2,087,600$24M1.0%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD added1,795,207$21M0.9%2026-Q1
HIGHLAND PEAK CAPITAL, LLC added1,650,179$20M0.8%2026-Q1
DEUTSCHE BANK AG\ added1,546,509$19M0.8%2026-Q1
GABELLI FUNDS LLC added1,408,795$17M0.7%2026-Q1
D. E. Shaw & Co., Inc. added1,292,117$16M0.7%2026-Q1
Wallace Capital Management Inc. trimmed1,287,233$16M0.7%2026-Q1
GOLDMAN SACHS GROUP INC trimmed1,278,598$15M0.6%2026-Q1
Long Focus Capital Management, LLC trimmed1,182,980$14M0.6%2026-Q1
Nuveen, LLC added990,250$12M0.5%2026-Q1
Clearline Capital LP trimmed968,773$12M0.5%2026-Q1
Robeco Institutional Asset Management B.V. added935,476$11M0.5%2026-Q1
NORTHERN TRUST CORP added868,787$11M0.4%2026-Q1
Elgethun Capital Management added857,997$10M0.4%2026-Q1
VANGUARD FIDUCIARY TRUST CO new810,624$10M0.4%2026-Q1
Troluce Capital Advisors LLC added807,234$10M0.4%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC added827,639$10M0.4%2026-Q1
Quantinno Capital Management LP added825,789$10M0.4%2026-Q1
BANK OF AMERICA CORP /DE/ added675,086$8M0.3%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new646,847$8M0.3%2026-Q1
Mariner, LLC added637,294$7M0.3%2026-Q1
HRT FINANCIAL LP added605,387$7M0.3%2026-Q1
Atria Investments, Inc added621,339$7M0.3%2026-Q1
Susquehanna Portfolio Strategies, LLC new601,951$7M0.3%2026-Q1
GAMCO INVESTORS, INC. ET AL trimmed608,116$7M0.3%2026-Q1
CREDIT INDUSTRIEL ET COMMERCIAL574,930$7M0.3%2026-Q1
MARSHALL WACE, LLP added566,391$7M0.3%2026-Q1
KEATING INVESTMENT COUNSELORS INC trimmed528,423$6M0.3%2026-Q1
PRIVATE MANAGEMENT GROUP INC trimmed500,750$6M0.2%2026-Q1
CITADEL ADVISORS LLC added496,353$6M0.2%2026-Q1
S&CO INC added430,465$5M0.2%2026-Q1
Counterpoint Mutual Funds LLC added414,524$5M0.2%2026-Q1
BOOTHBAY FUND MANAGEMENT, LLC added409,474$5M0.2%2026-Q1
BANK OF NOVA SCOTIA trimmed407,400$5M0.2%2026-Q1
Jump Financial, LLC added387,154$5M0.2%2026-Q1
Bank of New York Mellon Corp trimmed384,603$5M0.2%2026-Q1
OCCUDO QUANTITATIVE STRATEGIES LP added368,555$4M0.2%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed351,942$4M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added351,371$4M0.2%2026-Q1
Swiss National Bank326,600$4M0.2%2026-Q1
NATIXIS trimmed316,822$4M0.2%2026-Q1
Cetera Investment Advisers added321,741$4M0.2%2026-Q1
Walleye Capital LLC added311,552$4M0.2%2026-Q1
PRELUDE CAPITAL MANAGEMENT, LLC added310,769$4M0.2%2026-Q1
Thrivent Financial for Lutherans added308,001$4M0.2%2026-Q1
Man Group plc added309,760$4M0.2%2026-Q1
SkyKnight Capital, L.P. added300,000$4M0.1%2026-Q1
Sequoia Financial Advisors, LLC added297,792$3M0.1%2026-Q1
SEI INVESTMENTS CO added284,718$3M0.1%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. added282,016$3M0.1%2026-Q1
Deltroit Asset Management (UK) LLP trimmed272,824$3M0.1%2026-Q1
FMR LLC trimmed271,399$3M0.1%2026-Q1
CITIGROUP INC added261,543$3M0.1%2026-Q1
JANUS HENDERSON GROUP PLC added251,900$3M0.1%2026-Q1
Legal & General Group Plc added239,055$3M0.1%2026-Q1
NORGES BANK trimmed235,385$3M0.1%2026-Q1
Mitsubishi UFJ Trust & Banking Corp trimmed234,536$3M0.1%2026-Q1
Point72 Asset Management, L.P. added226,611$3M0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added219,198$3M0.1%2026-Q1
TORONTO DOMINION BANK added213,076$2M0.1%2026-Q1
Capula Management Ltd added210,109$2M0.1%2026-Q1
Farringdon Capital, Ltd. trimmed204,035$2M0.1%2026-Q1
VANGUARD GROUP INC trimmed3,568,584$40M1.7%2025-Q4 stale
Covalis Capital LLP added2,809,392$31M1.3%2025-Q4 stale
ARGA Investment Management, LP trimmed1,439,359$16M0.7%2025-Q3 stale
Ilex Capital Partners (UK) LLP trimmed1,334,205$14M0.6%2025-Q2 stale
Hi-Line Capital Management, LLC added1,035,340$12M0.5%2025-Q4 stale
M&T Bank Corp added111,562$11M0.5%2025-Q4 stale
Kiltearn Partners LLP trimmed746,337$8M0.3%2025-Q4 stale
MUFG Securities EMEA plc trimmed614,000$7M0.3%2025-Q4 stale
Carmignac Gestion added158,207$5M0.2%2025-Q3 stale
Grantham, Mayo, Van Otterloo & Co. LLC trimmed452,678$5M0.2%2025-Q3 stale
Lighthouse Investment Partners, LLC added406,036$5M0.2%2025-Q3 stale
TUDOR INVESTMENT CORP ET AL added339,853$4M0.2%2025-Q1 stale
NATIONAL BANK OF CANADA /FI/ added335,000$4M0.2%2025-Q3 stale
LAZARD ASSET MANAGEMENT LLC added315,760$4M0.2%2025-Q3 stale
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added282,400$3M0.1%2025-Q1 stale
Hall Kathryn A. added243,513$3M0.1%2025-Q3 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership