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Institutional Ownership · SEC Form 13F

Who owns Limbach Holdings (LMB)


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

171
Institutional holders
9M
Shares held (tracked funds)
74.5%
Of shares outstanding

How the tape is positioned

43 tracked funds added or opened LMB while 34 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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

LMB’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 LMB more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in LMB 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 171 tracked filers holding LMB, 96 increased or opened the position and 100 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

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 LMB 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 17

  • Boston Partners$13M
  • Point72 Asset Management, L.P.$12M
  • JANE STREET GROUP, LLC$10M
  • CastleKnight Management LP$9M
  • CenterBook Partners LP$5M
  • River Road Asset Management, LLC$5M

Full exits 18

  • Thrivent Financial for Lutherans$69M
  • Capital International Investors$64M
  • BESSEMER GROUP INC$14M
  • Clearbridge Investments, LLC$10M
  • RENAISSANCE GROUP LLC$8M
  • Pillsbury Lake Capital LLC$4M

Largest adds

  • CITADEL ADVISORS LLC$11M
  • BlackRock, Inc.$9M
  • FMR LLC$7M
  • SEGALL BRYANT & HAMILL, LLC$6M
  • BALYASNY ASSET MANAGEMENT L.P.$4M
  • ROYCE & ASSOCIATES LP$4M

Largest trims

  • WASATCH ADVISORS LP$46M
  • WCM INVESTMENT MANAGEMENT, LLC$5M
  • RENAISSANCE TECHNOLOGIES LLC$4M
  • GENEVA CAPITAL MANAGEMENT LLC$4M
  • BANK OF AMERICA CORP /DE/$2M
  • CORSAIR CAPITAL MANAGEMENT, L.P.$2M

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
BlackRock, Inc. added979,355$75M11.4%2026-Q2
FMR LLC added735,521$57M8.6%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added481,321$37M5.6%2026-Q2
ROYCE & ASSOCIATES LP added444,317$34M5.2%2026-Q2
WASATCH ADVISORS LP trimmed380,863$29M4.4%2026-Q2
NEUMEIER POMA INVESTMENT COUNSEL LLC added323,953$25M3.8%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added298,043$23M3.5%2026-Q2
CORSAIR CAPITAL MANAGEMENT, L.P. trimmed287,685$22M3.4%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed264,780$20M3.1%2026-Q2
STATE STREET CORP added253,618$20M3.0%2026-Q2
SEGALL BRYANT & HAMILL, LLC added250,836$19M2.9%2026-Q2
CITADEL ADVISORS LLC added218,928$17M2.6%2026-Q2
Rockefeller Capital Management L.P. trimmed209,442$16M2.4%2026-Q2
GENEVA CAPITAL MANAGEMENT LLC trimmed185,528$14M2.2%2026-Q2
Boston Partners new167,873$13M2.0%2026-Q2
Point72 Asset Management, L.P. new151,108$12M1.8%2026-Q2
NORTHERN TRUST CORP trimmed143,174$11M1.7%2026-Q2
GOLDMAN SACHS GROUP INC added137,324$11M1.6%2026-Q2
MORGAN STANLEY trimmed133,904$10M1.6%2026-Q2
Polar Asset Management Partners Inc. added131,901$10M1.5%2026-Q2
JANE STREET GROUP, LLC added125,135$10M1.5%2026-Q2
CastleKnight Management LP new120,500$9M1.4%2026-Q2
Granite Investment Partners, LLC added110,620$9M1.3%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added92,177$7M1.1%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added90,295$7M1.1%2026-Q2
VANGUARD FIDUCIARY TRUST CO added80,343$6M0.9%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed77,771$6M0.9%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed73,304$6M0.9%2026-Q2
MILLENNIUM MANAGEMENT LLC added70,576$5M0.8%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. added67,033$5M0.8%2026-Q2
CenterBook Partners LP added64,442$5M0.8%2026-Q2
River Road Asset Management, LLC new61,247$5M0.7%2026-Q2
Qube Research & Technologies Ltd added59,023$5M0.7%2026-Q2
SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed47,292$4M0.6%2026-Q2
Grandeur Peak Global Advisors, LLC new47,007$4M0.5%2026-Q2
WELLS FARGO & COMPANY/MN added46,652$4M0.5%2026-Q2
VELA Investment Management, LLC added45,166$3M0.5%2026-Q2
UBS Group AG trimmed45,082$3M0.5%2026-Q2
Emerald Investment Advisers, LLC added41,505$3M0.5%2026-Q2
ISTHMUS PARTNERS, LLC added41,324$3M0.5%2026-Q2
Walleye Capital LLC added39,253$3M0.5%2026-Q2
Bank of New York Mellon Corp added38,719$3M0.5%2026-Q2
AMERIPRISE FINANCIAL INC added37,802$3M0.4%2026-Q2
KR Capital LP new37,585$3M0.4%2026-Q2
NEXT CENTURY GROWTH INVESTORS LLC trimmed36,002$3M0.4%2026-Q2
Expect Equity LLC added34,587$3M0.4%2026-Q2
Nuveen, LLC added29,394$2M0.3%2026-Q2
EASTERLY INVESTMENT PARTNERS LLC added28,705$2M0.3%2026-Q2
Quantinno Capital Management LP added28,634$2M0.3%2026-Q2
CAMPBELL NEWMAN ASSET MANAGEMENT INC added26,198$2M0.3%2026-Q2
AMERICAN CENTURY COMPANIES INC added25,357$2M0.3%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND23,213$2M0.3%2026-Q2
Corient Private Wealth LP added23,135$2M0.3%2026-Q2
ROYAL BANK OF CANADA added22,489$2M0.3%2026-Q2
Pathstone Holdings, LLC added22,329$2M0.3%2026-Q2
Jupiter Topco LLC new21,913$2M0.3%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed21,865$2M0.3%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed21,769$2M0.3%2026-Q2
Swiss National Bank trimmed21,100$2M0.2%2026-Q2
Kerrisdale Advisers, LLC new20,510$2M0.2%2026-Q2
JB CAPITAL PARTNERS LP20,000$2M0.2%2026-Q2
WESBANCO BANK INC new18,800$1M0.2%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed15,888$1M0.2%2026-Q2
Invesco Ltd. added15,738$1M0.2%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added15,288$1M0.2%2026-Q2
RHUMBLINE ADVISERS added14,690$1M0.2%2026-Q2
WITTENBERG INVESTMENT MANAGEMENT, INC.14,597$1M0.2%2026-Q2
Quadrature Capital Ltd new14,465$1M0.2%2026-Q2
Russell Investments Group, Ltd. added13,545$1M0.2%2026-Q2
BRIGHTON JONES LLC trimmed13,500$1M0.2%2026-Q2
PFG Advisors added12,555$967K0.1%2026-Q2
Creative Planning added12,051$928K0.1%2026-Q2
CREDIT AGRICOLE S A12,000$924K0.1%2026-Q2
DEUTSCHE BANK AG\ added11,938$919K0.1%2026-Q2
PEAK6 LLC new11,810$909K0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added11,703$901K0.1%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed11,425$880K0.1%2026-Q2
WCM INVESTMENT MANAGEMENT, LLC trimmed10,545$831K0.1%2026-Q2
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed10,383$799K0.1%2026-Q2
Legal & General Group Plc added10,330$795K0.1%2026-Q2
ALLIANCEBERNSTEIN L.P.10,240$799K0.1%2026-Q2
SEI INVESTMENTS CO trimmed9,342$720K0.1%2026-Q2
RITHOLTZ WEALTH MANAGEMENT trimmed9,104$701K0.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC added8,929$688K0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added8,445$650K0.1%2026-Q2
IMC-Chicago, LLC new8,192$631K0.1%2026-Q2
Aquatic Capital Management LLC added8,158$628K0.1%2026-Q2
STIFEL FINANCIAL CORP added8,075$622K0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed8,056$620K0.1%2026-Q2
CITIGROUP INC trimmed7,289$561K0.1%2026-Q2
Headlands Technologies LLC new7,208$555K0.1%2026-Q2
MetLife Investment Management, LLC added6,549$504K0.1%2026-Q2
JPMORGAN CHASE & CO added6,462$510K0.1%2026-Q2
ALPS ADVISORS INC added6,345$489K0.1%2026-Q2
BOURGEON CAPITAL MANAGEMENT LLC6,000$462K0.1%2026-Q2
LPL Financial LLC trimmed5,864$452K0.1%2026-Q2
HSBC HOLDINGS PLC trimmed5,679$443K0.1%2026-Q2
Vise Technologies, Inc. added5,337$411K0.1%2026-Q2
FAS Wealth Partners, Inc.5,253$404K0.1%2026-Q2
ROTHSCHILD INVESTMENT LLC added5,203$401K0.1%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