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Institutional Ownership · SEC Form 13F

Who owns LMRI


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

97
Institutional holders
31M
Shares held (tracked funds)

How the tape is positioned

38 tracked funds added or opened LMRI while 22 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

LMRI’s largest tracked holder by dollar value, BROWN ADVISORY INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in LMRI 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 97 tracked filers holding LMRI, 57 increased or opened the position and 50 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 LMRI 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 9

  • Think Investments LP$29M
  • Jupiter Topco LLC$24M
  • BRIGADE CAPITAL MANAGEMENT, LP$8M
  • SILVERCREST ASSET MANAGEMENT GROUP LLC$5M
  • Granahan Investment Management, LLC$3M
  • BECK MACK & OLIVER LLC$2M

Full exits 10

  • JANUS HENDERSON GROUP PLC$18M
  • Invesco Ltd.$12M
  • Pillsbury Lake Capital LLC$7M
  • PRINCIPAL FINANCIAL GROUP INC$6M
  • Woodline Partners LP$5M
  • Zimmer Partners, LP$3M

Largest adds

  • BROWN ADVISORY INC$51M
  • MASSACHUSETTS FINANCIAL SERVICES CO /MA/$19M
  • Schonfeld Strategic Advisors LLC$7M
  • ROYCE & ASSOCIATES LP$6M
  • JPMORGAN CHASE & CO$4M
  • ADAGE CAPITAL PARTNERS GP, L.L.C.$3M

Largest trims

  • ALLIANCEBERNSTEIN L.P.$55M
  • EMERALD ADVISERS, LLC$8M
  • ArrowMark Colorado Holdings LLC$7M
  • FMR LLC$5M
  • CITADEL ADVISORS LLC$5M
  • EMERALD MUTUAL FUND ADVISERS TRUST$5M

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
BROWN ADVISORY INC added5,777,574$65M17.0%2026-Q2
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added3,453,723$39M10.2%2026-Q2
Think Investments LP new2,559,501$29M7.5%2026-Q2
Jupiter Topco LLC new2,151,538$24M6.3%2026-Q2
BlackRock, Inc. trimmed1,398,112$16M4.1%2026-Q2
JPMORGAN CHASE & CO added1,154,463$13M3.5%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added1,070,325$12M3.2%2026-Q2
GOLDMAN SACHS GROUP INC added807,428$9M2.4%2026-Q2
ROYCE & ASSOCIATES LP added789,040$9M2.3%2026-Q2
Schonfeld Strategic Advisors LLC added768,890$9M2.3%2026-Q2
BRIGADE CAPITAL MANAGEMENT, LP new665,900$8M2.0%2026-Q2
RTW INVESTMENTS, LP650,000$7M1.9%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed627,989$7M1.8%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC trimmed626,318$7M1.8%2026-Q2
ADAGE CAPITAL PARTNERS GP, L.L.C. added625,270$7M1.8%2026-Q2
ArrowMark Colorado Holdings LLC trimmed602,049$7M1.8%2026-Q2
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed600,000$7M1.8%2026-Q2
Longaeva Partners L.P. trimmed528,801$6M1.6%2026-Q2
SILVERCREST ASSET MANAGEMENT GROUP LLC new467,339$5M1.4%2026-Q2
STATE STREET CORP added459,128$5M1.4%2026-Q2
FRANKLIN RESOURCES INC added448,543$5M1.3%2026-Q2
Prescott Group Capital Management, L.L.C.357,050$4M1.1%2026-Q2
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed292,921$3M0.9%2026-Q2
Point72 Asset Management, L.P. added280,963$3M0.8%2026-Q2
Granahan Investment Management, LLC new263,156$3M0.8%2026-Q2
READYSTATE ASSET MANAGEMENT LP added250,533$3M0.7%2026-Q2
SEI INVESTMENTS CO added224,343$3M0.7%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added200,286$2M0.6%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed198,058$2M0.6%2026-Q2
BECK MACK & OLIVER LLC new170,700$2M0.5%2026-Q2
VANGUARD FIDUCIARY TRUST CO added163,370$2M0.5%2026-Q2
NORTHERN TRUST CORP trimmed162,421$2M0.5%2026-Q2
FMR LLC trimmed151,687$2M0.4%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD new146,486$2M0.4%2026-Q2
XTX Topco Ltd trimmed137,470$2M0.4%2026-Q2
SEVEN GRAND MANAGERS, LLC110,000$1M0.3%2026-Q2
Trexquant Investment LP new103,476$1M0.3%2026-Q2
F/m Investments LLC added96,046$1M0.3%2026-Q2
EMERALD MUTUAL FUND ADVISERS TRUST trimmed96,046$1M0.3%2026-Q2
AMERIPRISE FINANCIAL INC trimmed83,761$945K0.2%2026-Q2
FEDERATED HERMES, INC. trimmed80,000$902K0.2%2026-Q2
Squarepoint Ops LLC added79,934$902K0.2%2026-Q2
AQR CAPITAL MANAGEMENT LLC new78,217$882K0.2%2026-Q2
Ghisallo Capital Management LLC75,000$846K0.2%2026-Q2
UBS Group AG trimmed66,948$755K0.2%2026-Q2
Bank of New York Mellon Corp added62,889$709K0.2%2026-Q2
CITADEL ADVISORS LLC trimmed54,379$613K0.2%2026-Q2
MORGAN STANLEY trimmed38,863$438K0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC new36,383$410K0.1%2026-Q2
Nuveen, LLC added32,520$367K0.1%2026-Q2
WELLS FARGO & COMPANY/MN added32,332$365K0.1%2026-Q2
Sterling Capital Management LLC added27,801$314K0.1%2026-Q2
D. E. Shaw & Co., Inc. added27,800$314K0.1%2026-Q2
EMERALD ADVISERS, LLC trimmed24,441$276K0.1%2026-Q2
RHUMBLINE ADVISERS added22,348$252K0.1%2026-Q2
Brevan Howard Capital Management LP added19,530$220K0.1%2026-Q2
DEUTSCHE BANK AG\ added18,503$209K0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/17,874$202K0.1%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed17,699$200K0.1%2026-Q2
MetLife Investment Management, LLC trimmed14,417$163K0.0%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed15,200$131K0.0%2026-Q2
Russell Investments Group, Ltd. added11,530$130K0.0%2026-Q2
AXQ CAPITAL, LP new11,356$128K0.0%2026-Q2
CITIGROUP INC added8,744$99K0.0%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed8,736$99K0.0%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND8,500$96K0.0%2026-Q2
Vanguard Global Advisers, LLC trimmed7,288$82K0.0%2026-Q2
PNC Financial Services Group, Inc. trimmed7,248$82K0.0%2026-Q2
Police & Firemen's Retirement System of New Jersey4,904$55K0.0%2026-Q2
Aster Capital Management (DIFC) Ltd added4,445$50K0.0%2026-Q2
STRS OHIO4,400$50K0.0%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. trimmed4,152$47K0.0%2026-Q2
BARCLAYS PLC trimmed3,396$38K0.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed2,900$33K0.0%2026-Q2
Tower Research Capital LLC (TRC) added2,502$28K0.0%2026-Q2
Ameritas Investment Partners, Inc.2,072$23K0.0%2026-Q2
Arax Advisory Partners new1,852$21K0.0%2026-Q2
Legal & General Group Plc trimmed1,736$20K0.0%2026-Q2
Integrated Wealth Concepts LLC new1,696$19K0.0%2026-Q2
ROYAL BANK OF CANADA new1,180$14K0.0%2026-Q2
FIRST HORIZON CORP723$8K0.0%2026-Q2
SBI Securities Co., Ltd. added318$4K0.0%2026-Q2
IFP Advisors, Inc new290$3K0.0%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed261$3K0.0%2026-Q2
OSAIC HOLDINGS, INC.215$2K0.0%2026-Q2
Allworth Financial LP added141$2K0.0%2026-Q2
Bare Financial Services, Inc new122$1K0.0%2026-Q2
EverSource Wealth Advisors, LLC new85$9580.0%2026-Q2
True Wealth Design, LLC new83$9370.0%2026-Q2
GAMMA Investing LLC new50$5640.0%2026-Q2
ASSETMARK, INC trimmed48$5410.0%2026-Q2
Essential Partners LLC new40$4510.0%2026-Q2
Farther Finance Advisors, LLC new22$2480.0%2026-Q2
ROTHSCHILD INVESTMENT LLC new11$1240.0%2026-Q2
SJS Investment Consulting Inc. new7$790.0%2026-Q2
Clearstead Advisors, LLC new6$680.0%2026-Q2
Freestone Grove Partners LP new2$230.0%2026-Q2
JANUS HENDERSON GROUP PLC added2,100,356$18M4.7%2026-Q1 stale (1 quarter behind)
Invesco Ltd. trimmed1,403,760$12M3.2%2026-Q1 stale (1 quarter behind)
Pillsbury Lake Capital LLC new814,869$7M1.8%2026-Q1 stale (1 quarter behind)

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