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Institutional Ownership · SEC Form 13F

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.

355
Institutional holders
19,963,635
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed2,120,660$423M9.7%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new1,100,267$220M5.0%2026-Q1
JANUS HENDERSON GROUP PLC added1,009,891$202M4.6%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new848,089$169M3.9%2026-Q1
Invesco Ltd. added806,625$161M3.7%2026-Q1
STATE STREET CORP added778,856$155M3.6%2026-Q1
FMR LLC added594,422$119M2.7%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed573,312$114M2.6%2026-Q1
FRANKLIN RESOURCES INC added573,177$114M2.6%2026-Q1
Chicago Capital, LLC added561,675$112M2.6%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added558,934$112M2.6%2026-Q1
CONGRESS ASSET MANAGEMENT CO added504,637$101M2.3%2026-Q1
Stephens Investment Management Group LLC trimmed494,670$99M2.3%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed425,230$85M2.0%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed411,543$82M1.9%2026-Q1
GOLDMAN SACHS GROUP INC trimmed381,111$76M1.7%2026-Q1
LOOMIS SAYLES & CO L P trimmed353,209$71M1.6%2026-Q1
DEUTSCHE BANK AG\ trimmed306,111$61M1.4%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added303,224$61M1.4%2026-Q1
RICE HALL JAMES & ASSOCIATES, LLC added283,567$57M1.3%2026-Q1
Ranger Investment Management, L.P. trimmed267,943$53M1.2%2026-Q1
NORTHERN TRUST CORP added254,158$51M1.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed212,888$43M1.0%2026-Q1
ASHFORD CAPITAL MANAGEMENT INC trimmed207,565$41M1.0%2026-Q1
Private Capital Management, LLC trimmed201,381$40M0.9%2026-Q1
VILLERE ST DENIS J & CO LLC trimmed188,874$38M0.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed182,887$37M0.8%2026-Q1
MORGAN STANLEY trimmed167,229$33M0.8%2026-Q1
BANK OF AMERICA CORP /DE/ added157,865$32M0.7%2026-Q1
Impax Asset Management Group plc trimmed152,444$30M0.7%2026-Q1
GW&K Investment Management, LLC added149,501$30M0.7%2026-Q1
Fiera Capital Corp added135,312$27M0.6%2026-Q1
Fisher Asset Management, LLC trimmed127,994$26M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new127,899$26M0.6%2026-Q1
Russell Investments Group, Ltd. trimmed121,151$24M0.6%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND added119,839$24M0.5%2026-Q1
Bank of New York Mellon Corp trimmed119,403$24M0.5%2026-Q1
Driehaus Capital Management LLC trimmed118,169$24M0.5%2026-Q1
NOMURA HOLDINGS INC trimmed114,355$23M0.5%2026-Q1
ROYAL BANK OF CANADA added111,543$22M0.5%2026-Q1
BESSEMER GROUP INC added107,859$22M0.5%2026-Q1
UBS Group AG trimmed104,580$21M0.5%2026-Q1
Legal & General Group Plc trimmed97,660$19M0.4%2026-Q1
NEXT CENTURY GROWTH INVESTORS LLC added95,876$19M0.4%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added95,716$19M0.4%2026-Q1
Penn Capital Management Company, LLC trimmed95,456$19M0.4%2026-Q1
Clark Capital Management Group, Inc. added90,206$18M0.4%2026-Q1
Aberdeen Group plc trimmed90,044$18M0.4%2026-Q1
BANK OF MONTREAL /CAN/ trimmed86,183$17M0.4%2026-Q1
WELLS FARGO & COMPANY/MN trimmed84,901$17M0.4%2026-Q1
JPMORGAN CHASE & CO added86,274$17M0.4%2026-Q1
FIRST TRUST ADVISORS LP added80,401$16M0.4%2026-Q1
D. E. Shaw & Co., Inc. added78,428$16M0.4%2026-Q1
AMERIPRISE FINANCIAL INC trimmed77,273$15M0.4%2026-Q1
SEI INVESTMENTS CO added75,188$15M0.3%2026-Q1
Public Sector Pension Investment Board added70,378$14M0.3%2026-Q1
Dana Investment Advisors, Inc. trimmed69,234$14M0.3%2026-Q1
PRUDENTIAL FINANCIAL INC added64,133$13M0.3%2026-Q1
KORNITZER CAPITAL MANAGEMENT INC /KS60,342$12M0.3%2026-Q1
Pictet Asset Management Holding SA trimmed60,737$12M0.3%2026-Q1
ESSEX INVESTMENT MANAGEMENT CO LLC trimmed58,460$12M0.3%2026-Q1
OSAIC HOLDINGS, INC. trimmed58,150$12M0.3%2026-Q1
RHUMBLINE ADVISERS added56,800$11M0.3%2026-Q1
Granite Investment Partners, LLC trimmed54,155$11M0.2%2026-Q1
Allspring Global Investments Holdings, LLC trimmed52,652$11M0.2%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB trimmed50,936$10M0.2%2026-Q1
CASTLEARK MANAGEMENT LLC trimmed48,696$10M0.2%2026-Q1
Qube Research & Technologies Ltd added47,659$10M0.2%2026-Q1
Emerald Investment Advisers, LLC new44,226$9M0.2%2026-Q1
WCM INVESTMENT MANAGEMENT, LLC trimmed44,658$9M0.2%2026-Q1
Nuveen, LLC added42,689$9M0.2%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed40,495$8M0.2%2026-Q1
Uniplan Investment Counsel, Inc. trimmed40,185$8M0.2%2026-Q1
Swiss National Bank added38,900$8M0.2%2026-Q1
Lisanti Capital Growth, LLC trimmed38,612$8M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed34,915$7M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added34,576$7M0.2%2026-Q1
STIFEL FINANCIAL CORP added33,017$7M0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS added29,900$6M0.1%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH added25,240$5M0.1%2026-Q1
NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed24,509$5M0.1%2026-Q1
Granahan Investment Management, LLC trimmed24,165$5M0.1%2026-Q1
ISTHMUS PARTNERS, LLC trimmed24,059$5M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added23,901$5M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added23,784$5M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. added24,295$5M0.1%2026-Q1
Legato Capital Management LLC trimmed22,378$4M0.1%2026-Q1
CITIGROUP INC added21,594$4M0.1%2026-Q1
Calamos Advisors LLC trimmed20,860$4M0.1%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed20,529$4M0.1%2026-Q1
PALISADE CAPITAL MANAGEMENT, LP trimmed20,525$4M0.1%2026-Q1
Moran Wealth Management, LLC new19,306$4M0.1%2026-Q1
WOODSTOCK CORP trimmed19,120$4M0.1%2026-Q1
CAXTON ASSOCIATES LLP added18,651$4M0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed18,258$4M0.1%2026-Q1
VANGUARD GROUP INC trimmed2,044,400$387M8.9%2025-Q4 stale
MACQUARIE GROUP LTD trimmed751,788$133M3.1%2025-Q3 stale
CW Advisors, LLC trimmed94,417$11M0.2%2025-Q2 stale
CIBC WORLD MARKET INC. trimmed25,630$5M0.1%2025-Q4 stale
Informed Momentum Co LLC trimmed21,092$4M0.1%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.

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.

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