Who owns LGNZZ (LGNZZ)
Which tracked institutional funds hold LGNZZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LGNZZ 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
101 tracked funds added or opened LGNZZ while 50 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
LGNZZ’s largest tracked holder by dollar value, BlackRock, Inc., 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 gap the other way — the median holder sizes LGNZZ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in LGNZZ 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 355 tracked filers holding LGNZZ, 191 increased or opened the position and 167 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 LGNZZ 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 23
- VANGUARD PORTFOLIO MANAGEMENT LLC$220M
- VANGUARD CAPITAL MANAGEMENT LLC$169M
- VANGUARD FIDUCIARY TRUST CO$26M
- NEXT CENTURY GROWTH INVESTORS LLC$19M
- Emerald Investment Advisers, LLC$9M
- PALISADE CAPITAL MANAGEMENT, LP$4M
Full exits 13
- VANGUARD GROUP INC$387M
- CIBC WORLD MARKET INC.$5M
- Informed Momentum Co LLC$4M
- Trexquant Investment LP$2M
- OP Asset Management Ltd$1M
- Ellsworth Advisors, LLC$1M
Largest adds
- Invesco Ltd.$63M
- FRANKLIN RESOURCES INC$21M
- GEODE CAPITAL MANAGEMENT, LLC$18M
- BESSEMER GROUP INC$17M
- STATE STREET CORP$13M
- JANUS HENDERSON GROUP PLC$13M
Largest trims
- BlackRock, Inc.$133M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$26M
- JACOBS LEVY EQUITY MANAGEMENT, INC$20M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$14M
- F/m Investments LLC$8M
- WELLS FARGO & COMPANY/MN$8M
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 |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 2,120,660 | $423M | 9.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,100,267 | $220M | 5.0% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 1,009,891 | $202M | 4.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 848,089 | $169M | 3.9% | 2026-Q1 |
| Invesco Ltd. added | 806,625 | $161M | 3.7% | 2026-Q1 |
| STATE STREET CORP added | 778,856 | $155M | 3.6% | 2026-Q1 |
| FMR LLC added | 594,422 | $119M | 2.7% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 573,312 | $114M | 2.6% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 573,177 | $114M | 2.6% | 2026-Q1 |
| Chicago Capital, LLC added | 561,675 | $112M | 2.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 558,934 | $112M | 2.6% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 504,637 | $101M | 2.3% | 2026-Q1 |
| Stephens Investment Management Group LLC trimmed | 494,670 | $99M | 2.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 425,230 | $85M | 2.0% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 411,543 | $82M | 1.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 381,111 | $76M | 1.7% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 353,209 | $71M | 1.6% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 306,111 | $61M | 1.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 303,224 | $61M | 1.4% | 2026-Q1 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 283,567 | $57M | 1.3% | 2026-Q1 |
| Ranger Investment Management, L.P. trimmed | 267,943 | $53M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 254,158 | $51M | 1.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 212,888 | $43M | 1.0% | 2026-Q1 |
| ASHFORD CAPITAL MANAGEMENT INC trimmed | 207,565 | $41M | 1.0% | 2026-Q1 |
| Private Capital Management, LLC trimmed | 201,381 | $40M | 0.9% | 2026-Q1 |
| VILLERE ST DENIS J & CO LLC trimmed | 188,874 | $38M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 182,887 | $37M | 0.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 167,229 | $33M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 157,865 | $32M | 0.7% | 2026-Q1 |
| Impax Asset Management Group plc trimmed | 152,444 | $30M | 0.7% | 2026-Q1 |
| GW&K Investment Management, LLC added | 149,501 | $30M | 0.7% | 2026-Q1 |
| Fiera Capital Corp added | 135,312 | $27M | 0.6% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 127,994 | $26M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 127,899 | $26M | 0.6% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 121,151 | $24M | 0.6% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 119,839 | $24M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 119,403 | $24M | 0.5% | 2026-Q1 |
| Driehaus Capital Management LLC trimmed | 118,169 | $24M | 0.5% | 2026-Q1 |
| NOMURA HOLDINGS INC trimmed | 114,355 | $23M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 111,543 | $22M | 0.5% | 2026-Q1 |
| BESSEMER GROUP INC added | 107,859 | $22M | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 104,580 | $21M | 0.5% | 2026-Q1 |
| Legal & General Group Plc trimmed | 97,660 | $19M | 0.4% | 2026-Q1 |
| NEXT CENTURY GROWTH INVESTORS LLC added | 95,876 | $19M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 95,716 | $19M | 0.4% | 2026-Q1 |
| Penn Capital Management Company, LLC trimmed | 95,456 | $19M | 0.4% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 90,206 | $18M | 0.4% | 2026-Q1 |
| Aberdeen Group plc trimmed | 90,044 | $18M | 0.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 86,183 | $17M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 84,901 | $17M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 86,274 | $17M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 80,401 | $16M | 0.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 78,428 | $16M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 77,273 | $15M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 75,188 | $15M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 70,378 | $14M | 0.3% | 2026-Q1 |
| Dana Investment Advisors, Inc. trimmed | 69,234 | $14M | 0.3% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 64,133 | $13M | 0.3% | 2026-Q1 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 60,342 | $12M | 0.3% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 60,737 | $12M | 0.3% | 2026-Q1 |
| ESSEX INVESTMENT MANAGEMENT CO LLC trimmed | 58,460 | $12M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 58,150 | $12M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 56,800 | $11M | 0.3% | 2026-Q1 |
| Granite Investment Partners, LLC trimmed | 54,155 | $11M | 0.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 52,652 | $11M | 0.2% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 50,936 | $10M | 0.2% | 2026-Q1 |
| CASTLEARK MANAGEMENT LLC trimmed | 48,696 | $10M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 47,659 | $10M | 0.2% | 2026-Q1 |
| Emerald Investment Advisers, LLC new | 44,226 | $9M | 0.2% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 44,658 | $9M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 42,689 | $9M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 40,495 | $8M | 0.2% | 2026-Q1 |
| Uniplan Investment Counsel, Inc. trimmed | 40,185 | $8M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 38,900 | $8M | 0.2% | 2026-Q1 |
| Lisanti Capital Growth, LLC trimmed | 38,612 | $8M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 34,915 | $7M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 34,576 | $7M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 33,017 | $7M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 29,900 | $6M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 25,240 | $5M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 24,509 | $5M | 0.1% | 2026-Q1 |
| Granahan Investment Management, LLC trimmed | 24,165 | $5M | 0.1% | 2026-Q1 |
| ISTHMUS PARTNERS, LLC trimmed | 24,059 | $5M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 23,901 | $5M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 23,784 | $5M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 24,295 | $5M | 0.1% | 2026-Q1 |
| Legato Capital Management LLC trimmed | 22,378 | $4M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 21,594 | $4M | 0.1% | 2026-Q1 |
| Calamos Advisors LLC trimmed | 20,860 | $4M | 0.1% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 20,529 | $4M | 0.1% | 2026-Q1 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 20,525 | $4M | 0.1% | 2026-Q1 |
| Moran Wealth Management, LLC new | 19,306 | $4M | 0.1% | 2026-Q1 |
| WOODSTOCK CORP trimmed | 19,120 | $4M | 0.1% | 2026-Q1 |
| CAXTON ASSOCIATES LLP added | 18,651 | $4M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 18,258 | $4M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,044,400 | $387M | 8.9% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 751,788 | $133M | 3.1% | 2025-Q3 stale |
| CW Advisors, LLC trimmed | 94,417 | $11M | 0.2% | 2025-Q2 stale |
| CIBC WORLD MARKET INC. trimmed | 25,630 | $5M | 0.1% | 2025-Q4 stale |
| Informed Momentum Co LLC trimmed | 21,092 | $4M | 0.1% | 2025-Q4 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.