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Institutional Ownership · SEC Form 13F

Who owns Legacy Housing (LEGH)


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

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

116
Institutional holders
9M
Shares held (tracked funds)
38.7%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on LEGH is one-sided between 2026-Q1 and 2026-Q2: 32 added or opened and 7 trimmed or exited — on balance accumulating.

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

LEGH’s largest tracked holder by dollar value, DIMENSIONAL FUND ADVISORS LP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in LEGH 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 2026-Q1 and 2026-Q2, across 116 tracked filers holding LEGH, 64 increased or opened the position and 44 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

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 LEGH between the 2026-Q1 and 2026-Q2 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 2

  • Bastion Asset Management Inc.$3M
  • Lighthouse Investment Partners, LLC$512K

Full exits 2

  • GW&K Investment Management, LLC$9M
  • Cerity Partners LLC$2M

Largest adds

  • DIMENSIONAL FUND ADVISORS LP$7M
  • YACKTMAN ASSET MANAGEMENT LP$5M
  • ADVISORY RESEARCH INC$5M
  • BlackRock, Inc.$5M
  • AMERIPRISE FINANCIAL INC$4M
  • Philadelphia Financial Management of San Francisco, LLC$3M

Largest trims

  • ROBOTTI ROBERT$3M
  • MORGAN STANLEY$1M
  • MILLENNIUM MANAGEMENT LLC$584K
  • Meixler Investment Management, Ltd.$376K
  • J. Goldman & Co LP$368K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
DIMENSIONAL FUND ADVISORS LP added1,010,372$27M11.0%2026-Q2
ADVISORY RESEARCH INC trimmed920,286$24M10.0%2026-Q2
YACKTMAN ASSET MANAGEMENT LP added754,009$20M8.2%2026-Q2
BlackRock, Inc. added636,227$17M6.9%2026-Q2
Voss Capital, LP trimmed597,117$16M6.5%2026-Q2
AMERIPRISE FINANCIAL INC added489,658$13M5.3%2026-Q2
Philadelphia Financial Management of San Francisco, LLC added454,425$12M4.9%2026-Q2
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.427,665$11M4.6%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added372,340$10M4.0%2026-Q2
ROYCE & ASSOCIATES LP added338,012$9M3.7%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added249,177$7M2.7%2026-Q2
STATE STREET CORP added217,802$6M2.4%2026-Q2
GABELLI FUNDS LLC added185,640$5M2.0%2026-Q2
BARD ASSOCIATES INC trimmed179,679$5M2.0%2026-Q2
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added152,550$4M1.7%2026-Q2
Russell Investments Group, Ltd. trimmed131,002$3M1.4%2026-Q2
Bastion Asset Management Inc. new116,246$3M1.2%2026-Q2
GOLDMAN SACHS GROUP INC added112,532$3M1.2%2026-Q2
Crown Wealth Group, LLC trimmed108,000$3M1.2%2026-Q2
Villanova Investment Management Co LLC trimmed102,833$3M1.1%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added101,619$3M1.1%2026-Q2
North Star Investment Management Corp.95,000$2M1.0%2026-Q2
TWO SIGMA INVESTMENTS, LP added90,523$2M1.0%2026-Q2
Creative Planning added88,728$2M1.0%2026-Q2
ROYAL BANK OF CANADA added85,571$2M0.9%2026-Q2
NORTHERN TRUST CORP added84,589$2M0.9%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added74,786$2M0.8%2026-Q2
AMERICAN CENTURY COMPANIES INC trimmed70,548$2M0.8%2026-Q2
VANGUARD FIDUCIARY TRUST CO added59,087$2M0.6%2026-Q2
UBS Group AG trimmed56,152$1M0.6%2026-Q2
Aviance Capital Partners, LLC added48,495$1M0.5%2026-Q2
Point72 Asset Management, L.P. trimmed44,576$1M0.5%2026-Q2
Meixler Investment Management, Ltd. trimmed41,115$1M0.4%2026-Q2
Premier Path Wealth Partners, LLC added40,993$1M0.4%2026-Q2
CITADEL ADVISORS LLC added40,685$1M0.4%2026-Q2
Redmond Asset Management, LLC trimmed35,755$939K0.4%2026-Q2
AQR CAPITAL MANAGEMENT LLC added35,447$931K0.4%2026-Q2
ROBOTTI ROBERT trimmed32,779$861K0.4%2026-Q2
FIRST TRUST ADVISORS LP added30,184$793K0.3%2026-Q2
Teton Advisors, LLC30,000$788K0.3%2026-Q2
JANE STREET GROUP, LLC trimmed29,001$762K0.3%2026-Q2
MORGAN STANLEY trimmed28,307$744K0.3%2026-Q2
Bank of New York Mellon Corp added22,924$602K0.2%2026-Q2
J. Goldman & Co LP trimmed22,139$582K0.2%2026-Q2
Swiss National Bank trimmed21,544$566K0.2%2026-Q2
Lighthouse Investment Partners, LLC new19,508$512K0.2%2026-Q2
Boston Partners trimmed18,984$499K0.2%2026-Q2
BAILARD, INC.17,565$461K0.2%2026-Q2
Invesco Ltd. added17,201$452K0.2%2026-Q2
TUDOR INVESTMENT CORP ET AL trimmed16,899$444K0.2%2026-Q2
Texas Yale Capital Corp.16,800$441K0.2%2026-Q2
ALLIANCEBERNSTEIN L.P. added14,950$305K0.1%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed14,850$390K0.2%2026-Q2
XTX Topco Ltd trimmed14,614$384K0.2%2026-Q2
BFSG, LLC trimmed14,009$368K0.2%2026-Q2
Rock Creek Group LLC added12,500$328K0.1%2026-Q2
Susquehanna Portfolio Strategies, LLC added12,204$321K0.1%2026-Q2
RHUMBLINE ADVISERS trimmed11,136$293K0.1%2026-Q2
BANK OF AMERICA CORP /DE/ added10,949$288K0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed9,626$253K0.1%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC9,379$246K0.1%2026-Q2
DEUTSCHE BANK AG\ added8,760$230K0.1%2026-Q2
Nuveen, LLC trimmed8,543$224K0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd8,312$218K0.1%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. new8,109$213K0.1%2026-Q2
Dynamic Technology Lab Private Ltd new7,674$202K0.1%2026-Q2
WELLS FARGO & COMPANY/MN added7,485$197K0.1%2026-Q2
MetLife Investment Management, LLC6,674$175K0.1%2026-Q2
State of Wyoming added6,421$169K0.1%2026-Q2
Aquatic Capital Management LLC added5,997$158K0.1%2026-Q2
Zurcher Kantonalbank (Zurich Cantonalbank)5,873$154K0.1%2026-Q2
Legal & General Group Plc5,663$149K0.1%2026-Q2
CITIGROUP INC added5,208$137K0.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added5,157$135K0.1%2026-Q2
JPMORGAN CHASE & CO trimmed4,781$126K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed4,127$108K0.0%2026-Q2
Knott David M Jr4,000$105K0.0%2026-Q2
Police & Firemen's Retirement System of New Jersey added3,455$91K0.0%2026-Q2
FMR LLC added2,910$76K0.0%2026-Q2
Vanguard Global Advisers, LLC2,793$73K0.0%2026-Q2
Vanguard Investments Australia, Ltd.2,587$68K0.0%2026-Q2
KLP KAPITALFORVALTNING AS2,500$66K0.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added1,853$49K0.0%2026-Q2
BARCLAYS PLC trimmed1,587$42K0.0%2026-Q2
Arax Advisory Partners added840$22K0.0%2026-Q2
Ameritas Investment Partners, Inc.819$22K0.0%2026-Q2
Tower Research Capital LLC (TRC) trimmed705$19K0.0%2026-Q2
PNC Financial Services Group, Inc. added654$17K0.0%2026-Q2
GAMMA Investing LLC added533$14K0.0%2026-Q2
WealthCollab, LLC415$11K0.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP new313$8K0.0%2026-Q2
Integrated Wealth Concepts LLC new262$7K0.0%2026-Q2
SIGNATUREFD, LLC added250$7K0.0%2026-Q2
Parallel Advisors, LLC189$5K0.0%2026-Q2
Sterling Capital Management LLC trimmed180$5K0.0%2026-Q2
Steward Partners Investment Advisory, LLC155$4K0.0%2026-Q2
Allworth Financial LP added148$4K0.0%2026-Q2
Quarry LP trimmed140$4K0.0%2026-Q2
OSAIC HOLDINGS, INC.125$3K0.0%2026-Q2
US BANCORP \DE\ added124$3K0.0%2026-Q2

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