Who owns 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-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.
How the tape is positioned
The tracked-fund tape on LION is one-sided between 2026-Q1 and 2026-Q2: 126 added or opened and 33 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
LION’s largest tracked holder by dollar value, MHR FUND MANAGEMENT LLC, sizes it at 30.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 30.0pp 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 2026-Q1 and 2026-Q2, across 273 tracked filers holding LION, 147 increased or opened the position and 138 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 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 26
- WELLINGTON MANAGEMENT GROUP LLP$114M
- Capital World Investors$38M
- MAPLELANE CAPITAL, LLC$29M
- Avala Global LP$27M
- ThornTree Capital Partners LP$19M
- Woodline Partners LP$16M
Full exits 21
- COOPER CREEK PARTNERS MANAGEMENT LLC$44M
- GLENVIEW CAPITAL MANAGEMENT, LLC$27M
- Corvex Management LP$16M
- Holocene Advisors, LP$15M
- TREMBLANT CAPITAL GROUP$7M
- MORGENS WATERFALL VINTIADIS & CO INC$4M
Largest adds
- MHR FUND MANAGEMENT LLC$215M
- Liberty 77 Capital L.P.$215M
- FMR LLC$114M
- Jericho Capital Asset Management L.P.$108M
- NEUBERGER BERMAN GROUP LLC$68M
- AMERIPRISE FINANCIAL INC$65M
Largest trims
- Point72 Asset Management, L.P.$50M
- SHAPIRO CAPITAL MANAGEMENT LLC$12M
- Bayberry Capital Partners LP$11M
- BALYASNY ASSET MANAGEMENT L.P.$7M
- MONIMUS CAPITAL MANAGEMENT, LP$4M
- K2 PRINCIPAL FUND, L.P.$3M
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MHR FUND MANAGEMENT LLC | 37,648,498 | $576M | 14.6% | 2026-Q2 |
| Liberty 77 Capital L.P. | 37,548,125 | $575M | 14.5% | 2026-Q2 |
| Jericho Capital Asset Management L.P. | 18,815,105 | $288M | 7.3% | 2026-Q2 |
| BlackRock, Inc. trimmed | 16,428,570 | $252M | 6.4% | 2026-Q2 |
| FMR LLC added | 10,347,895 | $158M | 4.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 10,322,418 | $158M | 4.0% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 10,271,386 | $157M | 4.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 9,301,035 | $142M | 3.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 8,773,348 | $134M | 3.4% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP new | 7,425,436 | $114M | 2.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,084,620 | $93M | 2.4% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 5,806,417 | $89M | 2.2% | 2026-Q2 |
| Coastal Bridge Advisors, LLC added | 5,430,706 | $83M | 2.1% | 2026-Q2 |
| SHAPIRO CAPITAL MANAGEMENT LLC trimmed | 5,030,005 | $77M | 1.9% | 2026-Q2 |
| STATE STREET CORP added | 4,951,704 | $76M | 1.9% | 2026-Q2 |
| Anson Funds Management LP trimmed | 4,325,000 | $66M | 1.7% | 2026-Q2 |
| Broad Bay Capital Management, LP trimmed | 4,095,508 | $63M | 1.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,903,722 | $44M | 1.1% | 2026-Q2 |
| MORGAN STANLEY added | 2,596,799 | $40M | 1.0% | 2026-Q2 |
| Capital World Investors new | 2,454,045 | $38M | 0.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,320,585 | $36M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,167,403 | $33M | 0.8% | 2026-Q2 |
| MASTERS CAPITAL MANAGEMENT LLC | 1,994,814 | $31M | 0.8% | 2026-Q2 |
| MAPLELANE CAPITAL, LLC new | 1,905,800 | $29M | 0.7% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 1,865,693 | $29M | 0.7% | 2026-Q2 |
| Avala Global LP new | 1,786,857 | $27M | 0.7% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,772,450 | $27M | 0.7% | 2026-Q2 |
| MARSHALL WACE, LLP added | 1,600,518 | $25M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,595,990 | $24M | 0.6% | 2026-Q2 |
| ThornTree Capital Partners LP new | 1,246,584 | $19M | 0.5% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 1,105,621 | $17M | 0.4% | 2026-Q2 |
| Shannon River Fund Management LLC added | 1,050,445 | $16M | 0.4% | 2026-Q2 |
| Woodline Partners LP new | 1,039,909 | $16M | 0.4% | 2026-Q2 |
| KORNITZER CAPITAL MANAGEMENT INC /KS trimmed | 1,035,456 | $16M | 0.4% | 2026-Q2 |
| MANE GLOBAL CAPITAL MANAGEMENT LP new | 1,000,000 | $15M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 973,361 | $15M | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 909,285 | $14M | 0.4% | 2026-Q2 |
| TCW GROUP INC | 850,500 | $13M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 836,091 | $13M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 814,090 | $13M | 0.3% | 2026-Q2 |
| UBS Group AG added | 795,432 | $12M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 769,555 | $12M | 0.3% | 2026-Q2 |
| Ratan Capital Management LP trimmed | 735,870 | $11M | 0.3% | 2026-Q2 |
| GABELLI FUNDS LLC added | 733,600 | $11M | 0.3% | 2026-Q2 |
| Bayberry Capital Partners LP trimmed | 720,000 | $11M | 0.3% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 694,480 | $11M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 646,849 | $10M | 0.3% | 2026-Q2 |
| AXIOM INVESTORS LLC /DE new | 608,906 | $9M | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 600,651 | $9M | 0.2% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 526,834 | $8M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 506,198 | $8M | 0.2% | 2026-Q2 |
| Empyrean Capital Partners, LP new | 494,000 | $8M | 0.2% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 487,736 | $7M | 0.2% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 482,602 | $7M | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 471,165 | $7M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 431,162 | $7M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 407,598 | $6M | 0.2% | 2026-Q2 |
| CAPSTONE INVESTMENT ADVISORS, LLC new | 407,000 | $6M | 0.2% | 2026-Q2 |
| Trexquant Investment LP trimmed | 392,798 | $6M | 0.2% | 2026-Q2 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. new | 375,000 | $6M | 0.1% | 2026-Q2 |
| COMPASS ROSE ASSET MANAGEMENT, LP trimmed | 365,000 | $6M | 0.1% | 2026-Q2 |
| Creative Planning added | 364,371 | $6M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 349,743 | $5M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 342,451 | $5M | 0.1% | 2026-Q2 |
| Diametric Capital, LP added | 341,383 | $5M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 324,689 | $5M | 0.1% | 2026-Q2 |
| MONIMUS CAPITAL MANAGEMENT, LP trimmed | 322,397 | $5M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 295,590 | $5M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 290,575 | $4M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 287,529 | $4M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 281,162 | $4M | 0.1% | 2026-Q2 |
| Cinctive Capital Management LP new | 276,798 | $4M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 250,976 | $4M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 250,296 | $4M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 242,287 | $4M | 0.1% | 2026-Q2 |
| Huber Capital Management LLC trimmed | 238,067 | $4M | 0.1% | 2026-Q2 |
| NEXPOINT ASSET MANAGEMENT, L.P. trimmed | 227,768 | $3M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 224,686 | $2M | 0.1% | 2026-Q2 |
| Jain Global LLC added | 223,570 | $3M | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 219,284 | $3M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 217,230 | $3M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 205,768 | $3M | 0.1% | 2026-Q2 |
| Union Square Park Capital Management, LLC trimmed | 200,000 | $3M | 0.1% | 2026-Q2 |
| Caption Management, LLC added | 186,186 | $3M | 0.1% | 2026-Q2 |
| Waratah Capital Advisors Ltd. | 178,624 | $3M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 170,924 | $3M | 0.1% | 2026-Q2 |
| Potomac Capital Management, Inc. trimmed | 169,000 | $3M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 164,315 | $3M | 0.1% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 161,933 | $2M | 0.1% | 2026-Q2 |
| Verition Fund Management LLC trimmed | 160,000 | $2M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 153,092 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 146,282 | $2M | 0.1% | 2026-Q2 |
| Dakota Wealth Management added | 143,066 | $2M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 136,622 | $2M | 0.1% | 2026-Q2 |
| Marathon Partners Equity Management, LLC trimmed | 125,000 | $2M | 0.0% | 2026-Q2 |
| Elo Mutual Pension Insurance Co new | 122,109 | $2M | 0.0% | 2026-Q2 |
| Mariner, LLC trimmed | 121,423 | $2M | 0.0% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 120,242 | $2M | 0.0% | 2026-Q2 |
| MetLife Investment Management, LLC trimmed | 116,113 | $2M | 0.0% | 2026-Q2 |
| State of Wyoming added | 115,208 | $2M | 0.0% | 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.
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.