Who owns LION (LION)
Which tracked institutional funds hold LION, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LION 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
58 tracked funds added or opened LION while 60 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
LION’s largest tracked holder by dollar value, MHR FUND MANAGEMENT LLC, sizes it at 26.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 26.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LION 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 275 tracked filers holding LION, 125 increased or opened the position and 139 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 LION 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 11
- VANGUARD PORTFOLIO MANAGEMENT LLC$103M
- VANGUARD CAPITAL MANAGEMENT LLC$98M
- AMERIPRISE FINANCIAL INC$69M
- COOPER CREEK PARTNERS MANAGEMENT LLC$44M
- Corvex Management LP$16M
- VANGUARD FIDUCIARY TRUST CO$14M
Full exits 16
- VANGUARD GROUP INC$187M
- JANE STREET GROUP, LLC$5M
- SOROS FUND MANAGEMENT LLC$4M
- TUDOR INVESTMENT CORP ET AL$3M
- LAZARD ASSET MANAGEMENT LLC$3M
- Ewing Morris & Co. Investment Partners Ltd.$2M
Largest adds
- Jericho Capital Asset Management L.P.$129M
- Coastal Bridge Advisors, LLC$42M
- MHR FUND MANAGEMENT LLC$17M
- Liberty 77 Capital L.P.$17M
- FMR LLC$15M
- NEUBERGER BERMAN GROUP LLC$14M
Largest trims
- GLENVIEW CAPITAL MANAGEMENT, LLC$42M
- Point72 Asset Management, L.P.$39M
- Anson Funds Management LP$29M
- CITADEL ADVISORS LLC$20M
- MARSHALL WACE, LLP$14M
- Bayberry Capital Partners LP$7M
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 |
|---|---|---|---|---|
| MHR FUND MANAGEMENT LLC | 37,648,498 | $361M | 13.3% | 2026-Q1 |
| Liberty 77 Capital L.P. | 37,548,125 | $360M | 13.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 20,208,576 | $194M | 7.1% | 2026-Q1 |
| Jericho Capital Asset Management L.P. added | 18,815,105 | $180M | 6.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 10,719,203 | $103M | 3.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 10,172,332 | $98M | 3.6% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 9,354,981 | $90M | 3.3% | 2026-Q1 |
| SHAPIRO CAPITAL MANAGEMENT LLC trimmed | 9,309,570 | $89M | 3.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC new | 7,218,783 | $69M | 2.5% | 2026-Q1 |
| Anson Funds Management LP trimmed | 6,092,254 | $58M | 2.1% | 2026-Q1 |
| Jefferies Financial Group Inc. trimmed | 5,805,850 | $56M | 2.0% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 5,351,626 | $51M | 1.9% | 2026-Q1 |
| Broad Bay Capital Management, LP trimmed | 5,154,708 | $49M | 1.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,055,258 | $48M | 1.8% | 2026-Q1 |
| Coastal Bridge Advisors, LLC added | 5,027,980 | $48M | 1.8% | 2026-Q1 |
| STATE STREET CORP added | 4,835,823 | $46M | 1.7% | 2026-Q1 |
| FMR LLC added | 4,580,704 | $44M | 1.6% | 2026-Q1 |
| COOPER CREEK PARTNERS MANAGEMENT LLC new | 4,558,429 | $44M | 1.6% | 2026-Q1 |
| GLENVIEW CAPITAL MANAGEMENT, LLC trimmed | 2,778,781 | $27M | 1.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,343,179 | $22M | 0.8% | 2026-Q1 |
| Bayberry Capital Partners LP trimmed | 2,323,099 | $22M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 2,024,514 | $19M | 0.7% | 2026-Q1 |
| MASTERS CAPITAL MANAGEMENT LLC trimmed | 1,994,814 | $19M | 0.7% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 1,709,262 | $16M | 0.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,704,087 | $16M | 0.6% | 2026-Q1 |
| Corvex Management LP new | 1,622,551 | $16M | 0.6% | 2026-Q1 |
| Holocene Advisors, LP trimmed | 1,596,749 | $15M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,475,040 | $14M | 0.5% | 2026-Q1 |
| Ratan Capital Management LP trimmed | 1,321,072 | $13M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,202,274 | $12M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,197,082 | $11M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,111,046 | $11M | 0.4% | 2026-Q1 |
| KORNITZER CAPITAL MANAGEMENT INC /KS trimmed | 1,055,196 | $10M | 0.4% | 2026-Q1 |
| Shannon River Fund Management LLC new | 1,040,934 | $10M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,033,744 | $10M | 0.4% | 2026-Q1 |
| MONIMUS CAPITAL MANAGEMENT, LP added | 899,114 | $9M | 0.3% | 2026-Q1 |
| MORGAN STANLEY added | 896,077 | $9M | 0.3% | 2026-Q1 |
| Invesco Ltd. added | 860,107 | $8M | 0.3% | 2026-Q1 |
| TCW GROUP INC added | 850,500 | $8M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 760,887 | $7M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 756,086 | $7M | 0.3% | 2026-Q1 |
| GABELLI FUNDS LLC added | 728,000 | $7M | 0.3% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 718,297 | $7M | 0.3% | 2026-Q1 |
| ExodusPoint Capital Management, LP trimmed | 708,011 | $7M | 0.2% | 2026-Q1 |
| TREMBLANT CAPITAL GROUP trimmed | 695,207 | $7M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 673,414 | $6M | 0.2% | 2026-Q1 |
| Trexquant Investment LP added | 640,460 | $6M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 638,078 | $6M | 0.2% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 563,305 | $5M | 0.2% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL | 535,834 | $5M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 526,163 | $5M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 505,540 | $5M | 0.2% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC added | 470,161 | $5M | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 439,133 | $4M | 0.2% | 2026-Q1 |
| K2 PRINCIPAL FUND, L.P. added | 419,605 | $4M | 0.1% | 2026-Q1 |
| MORGENS WATERFALL VINTIADIS & CO INC trimmed | 400,000 | $4M | 0.1% | 2026-Q1 |
| Swiss National Bank | 399,598 | $4M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 381,697 | $4M | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC added | 331,508 | $3M | 0.1% | 2026-Q1 |
| Walleye Capital LLC trimmed | 327,620 | $3M | 0.1% | 2026-Q1 |
| Creative Planning added | 313,687 | $3M | 0.1% | 2026-Q1 |
| Diametric Capital, LP trimmed | 308,636 | $3M | 0.1% | 2026-Q1 |
| NEXPOINT ASSET MANAGEMENT, L.P. added | 298,140 | $3M | 0.1% | 2026-Q1 |
| Union Square Park Capital Management, LLC | 300,000 | $3M | 0.1% | 2026-Q1 |
| Verition Fund Management LLC trimmed | 276,913 | $3M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 273,547 | $3M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 271,224 | $3M | 0.1% | 2026-Q1 |
| Huber Capital Management LLC trimmed | 264,067 | $3M | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 259,366 | $2M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 250,815 | $2M | 0.1% | 2026-Q1 |
| MOORE CAPITAL MANAGEMENT, LP trimmed | 250,000 | $2M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 248,833 | $2M | 0.1% | 2026-Q1 |
| HARBOR CAPITAL ADVISORS, INC. trimmed | 245,047 | $2M | 0.1% | 2026-Q1 |
| HBK INVESTMENTS L P trimmed | 242,329 | $2M | 0.1% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC trimmed | 235,954 | $2M | 0.1% | 2026-Q1 |
| Marathon Partners Equity Management, LLC trimmed | 220,000 | $2M | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 219,064 | $2M | 0.1% | 2026-Q1 |
| Potomac Capital Management, Inc. trimmed | 216,975 | $2M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 215,800 | $2M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 199,362 | $2M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 195,662 | $2M | 0.1% | 2026-Q1 |
| CREDIT INDUSTRIEL ET COMMERCIAL | 192,895 | $2M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 184,981 | $2M | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 183,702 | $2M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 191,386 | $2M | 0.1% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd trimmed | 181,836 | $2M | 0.1% | 2026-Q1 |
| Waratah Capital Advisors Ltd. new | 178,624 | $2M | 0.1% | 2026-Q1 |
| HERBST GROUP, LLC trimmed | 174,300 | $2M | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 168,616 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 20,462,220 | $187M | 6.9% | 2025-Q4 stale |
| Capital Research Global Investors trimmed | 6,290,244 | $43M | 1.6% | 2025-Q3 stale |
| Cercano Management LLC | 973,567 | $7M | 0.2% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 504,302 | $5M | 0.2% | 2025-Q4 stale |
| SOROS FUND MANAGEMENT LLC added | 400,972 | $4M | 0.1% | 2025-Q4 stale |
| COMPASS ROSE ASSET MANAGEMENT, LP new | 500,000 | $3M | 0.1% | 2025-Q3 stale |
| TUDOR INVESTMENT CORP ET AL trimmed | 323,670 | $3M | 0.1% | 2025-Q4 stale |
| Potrero Capital Research LLC new | 490,795 | $3M | 0.1% | 2025-Q2 stale |
| LAZARD ASSET MANAGEMENT LLC new | 276,541 | $3M | 0.1% | 2025-Q4 stale |
| Ewing Morris & Co. Investment Partners Ltd. | 250,000 | $2M | 0.1% | 2025-Q4 stale |
| AMERICAN CENTURY COMPANIES INC new | 307,934 | $2M | 0.1% | 2025-Q2 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.