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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ACR Alpine Capital Research, LLC added | 23,644,817 | $286M | 11.9% | 2026-Q1 |
| BAUPOST GROUP LLC/MA trimmed | 13,397,247 | $157M | 6.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 12,002,533 | $145M | 6.1% | 2026-Q1 |
| Rubric Capital Management LP added | 11,752,855 | $142M | 5.9% | 2026-Q1 |
| Wolf Hill Capital Management, LP added | 9,655,876 | $117M | 4.9% | 2026-Q1 |
| OAKTREE CAPITAL MANAGEMENT LP | 8,551,191 | $103M | 4.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 8,446,892 | $102M | 4.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 7,916,167 | $93M | 3.9% | 2026-Q1 |
| Contour Asset Management LLC added | 6,069,913 | $73M | 3.1% | 2026-Q1 |
| DODGE & COX trimmed | 5,255,568 | $62M | 2.6% | 2026-Q1 |
| DME Capital Management, LP trimmed | 4,963,322 | $60M | 2.5% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 4,894,770 | $59M | 2.5% | 2026-Q1 |
| Lancaster Investment Management added | 4,255,189 | $51M | 2.1% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 4,001,194 | $47M | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,580,366 | $42M | 1.8% | 2026-Q1 |
| MORGAN STANLEY added | 3,406,904 | $41M | 1.7% | 2026-Q1 |
| STATE STREET CORP added | 3,345,081 | $39M | 1.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,943,027 | $35M | 1.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 2,639,855 | $31M | 1.3% | 2026-Q1 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC added | 2,341,419 | $28M | 1.2% | 2026-Q1 |
| THOMPSON SIEGEL & WALMSLEY LLC trimmed | 2,298,767 | $28M | 1.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,120,751 | $25M | 1.0% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 2,087,600 | $24M | 1.0% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 1,795,207 | $21M | 0.9% | 2026-Q1 |
| HIGHLAND PEAK CAPITAL, LLC added | 1,650,179 | $20M | 0.8% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 1,546,509 | $19M | 0.8% | 2026-Q1 |
| GABELLI FUNDS LLC added | 1,408,795 | $17M | 0.7% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 1,292,117 | $16M | 0.7% | 2026-Q1 |
| Wallace Capital Management Inc. trimmed | 1,287,233 | $16M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,278,598 | $15M | 0.6% | 2026-Q1 |
| Long Focus Capital Management, LLC trimmed | 1,182,980 | $14M | 0.6% | 2026-Q1 |
| Nuveen, LLC added | 990,250 | $12M | 0.5% | 2026-Q1 |
| Clearline Capital LP trimmed | 968,773 | $12M | 0.5% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. added | 935,476 | $11M | 0.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 868,787 | $11M | 0.4% | 2026-Q1 |
| Elgethun Capital Management added | 857,997 | $10M | 0.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 810,624 | $10M | 0.4% | 2026-Q1 |
| Troluce Capital Advisors LLC added | 807,234 | $10M | 0.4% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 827,639 | $10M | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP added | 825,789 | $10M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 675,086 | $8M | 0.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 646,847 | $8M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 637,294 | $7M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 605,387 | $7M | 0.3% | 2026-Q1 |
| Atria Investments, Inc added | 621,339 | $7M | 0.3% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC new | 601,951 | $7M | 0.3% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 608,116 | $7M | 0.3% | 2026-Q1 |
| CREDIT INDUSTRIEL ET COMMERCIAL | 574,930 | $7M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP added | 566,391 | $7M | 0.3% | 2026-Q1 |
| KEATING INVESTMENT COUNSELORS INC trimmed | 528,423 | $6M | 0.3% | 2026-Q1 |
| PRIVATE MANAGEMENT GROUP INC trimmed | 500,750 | $6M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 496,353 | $6M | 0.2% | 2026-Q1 |
| S&CO INC added | 430,465 | $5M | 0.2% | 2026-Q1 |
| Counterpoint Mutual Funds LLC added | 414,524 | $5M | 0.2% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 409,474 | $5M | 0.2% | 2026-Q1 |
| BANK OF NOVA SCOTIA trimmed | 407,400 | $5M | 0.2% | 2026-Q1 |
| Jump Financial, LLC added | 387,154 | $5M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 384,603 | $5M | 0.2% | 2026-Q1 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 368,555 | $4M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 351,942 | $4M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 351,371 | $4M | 0.2% | 2026-Q1 |
| Swiss National Bank | 326,600 | $4M | 0.2% | 2026-Q1 |
| NATIXIS trimmed | 316,822 | $4M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 321,741 | $4M | 0.2% | 2026-Q1 |
| Walleye Capital LLC added | 311,552 | $4M | 0.2% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 310,769 | $4M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 308,001 | $4M | 0.2% | 2026-Q1 |
| Man Group plc added | 309,760 | $4M | 0.2% | 2026-Q1 |
| SkyKnight Capital, L.P. added | 300,000 | $4M | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 297,792 | $3M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 284,718 | $3M | 0.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 282,016 | $3M | 0.1% | 2026-Q1 |
| Deltroit Asset Management (UK) LLP trimmed | 272,824 | $3M | 0.1% | 2026-Q1 |
| FMR LLC trimmed | 271,399 | $3M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 261,543 | $3M | 0.1% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 251,900 | $3M | 0.1% | 2026-Q1 |
| Legal & General Group Plc added | 239,055 | $3M | 0.1% | 2026-Q1 |
| NORGES BANK trimmed | 235,385 | $3M | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 234,536 | $3M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 226,611 | $3M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 219,198 | $3M | 0.1% | 2026-Q1 |
| TORONTO DOMINION BANK added | 213,076 | $2M | 0.1% | 2026-Q1 |
| Capula Management Ltd added | 210,109 | $2M | 0.1% | 2026-Q1 |
| Farringdon Capital, Ltd. trimmed | 204,035 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 3,568,584 | $40M | 1.7% | 2025-Q4 stale |
| Covalis Capital LLP added | 2,809,392 | $31M | 1.3% | 2025-Q4 stale |
| ARGA Investment Management, LP trimmed | 1,439,359 | $16M | 0.7% | 2025-Q3 stale |
| Ilex Capital Partners (UK) LLP trimmed | 1,334,205 | $14M | 0.6% | 2025-Q2 stale |
| Hi-Line Capital Management, LLC added | 1,035,340 | $12M | 0.5% | 2025-Q4 stale |
| M&T Bank Corp added | 111,562 | $11M | 0.5% | 2025-Q4 stale |
| Kiltearn Partners LLP trimmed | 746,337 | $8M | 0.3% | 2025-Q4 stale |
| MUFG Securities EMEA plc trimmed | 614,000 | $7M | 0.3% | 2025-Q4 stale |
| Carmignac Gestion added | 158,207 | $5M | 0.2% | 2025-Q3 stale |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 452,678 | $5M | 0.2% | 2025-Q3 stale |
| Lighthouse Investment Partners, LLC added | 406,036 | $5M | 0.2% | 2025-Q3 stale |
| TUDOR INVESTMENT CORP ET AL added | 339,853 | $4M | 0.2% | 2025-Q1 stale |
| NATIONAL BANK OF CANADA /FI/ added | 335,000 | $4M | 0.2% | 2025-Q3 stale |
| LAZARD ASSET MANAGEMENT LLC added | 315,760 | $4M | 0.2% | 2025-Q3 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 282,400 | $3M | 0.1% | 2025-Q1 stale |
| Hall Kathryn A. added | 243,513 | $3M | 0.1% | 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.
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.