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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BROWN ADVISORY INC added | 5,777,574 | $65M | 17.0% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 3,453,723 | $39M | 10.2% | 2026-Q2 |
| Think Investments LP new | 2,559,501 | $29M | 7.5% | 2026-Q2 |
| Jupiter Topco LLC new | 2,151,538 | $24M | 6.3% | 2026-Q2 |
| BlackRock, Inc. trimmed | 1,398,112 | $16M | 4.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,154,463 | $13M | 3.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,070,325 | $12M | 3.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 807,428 | $9M | 2.4% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 789,040 | $9M | 2.3% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 768,890 | $9M | 2.3% | 2026-Q2 |
| BRIGADE CAPITAL MANAGEMENT, LP new | 665,900 | $8M | 2.0% | 2026-Q2 |
| RTW INVESTMENTS, LP | 650,000 | $7M | 1.9% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 627,989 | $7M | 1.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 626,318 | $7M | 1.8% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 625,270 | $7M | 1.8% | 2026-Q2 |
| ArrowMark Colorado Holdings LLC trimmed | 602,049 | $7M | 1.8% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 600,000 | $7M | 1.8% | 2026-Q2 |
| Longaeva Partners L.P. trimmed | 528,801 | $6M | 1.6% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC new | 467,339 | $5M | 1.4% | 2026-Q2 |
| STATE STREET CORP added | 459,128 | $5M | 1.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 448,543 | $5M | 1.3% | 2026-Q2 |
| Prescott Group Capital Management, L.L.C. | 357,050 | $4M | 1.1% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 292,921 | $3M | 0.9% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 280,963 | $3M | 0.8% | 2026-Q2 |
| Granahan Investment Management, LLC new | 263,156 | $3M | 0.8% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP added | 250,533 | $3M | 0.7% | 2026-Q2 |
| SEI INVESTMENTS CO added | 224,343 | $3M | 0.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 200,286 | $2M | 0.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 198,058 | $2M | 0.6% | 2026-Q2 |
| BECK MACK & OLIVER LLC new | 170,700 | $2M | 0.5% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 163,370 | $2M | 0.5% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 162,421 | $2M | 0.5% | 2026-Q2 |
| FMR LLC trimmed | 151,687 | $2M | 0.4% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD new | 146,486 | $2M | 0.4% | 2026-Q2 |
| XTX Topco Ltd trimmed | 137,470 | $2M | 0.4% | 2026-Q2 |
| SEVEN GRAND MANAGERS, LLC | 110,000 | $1M | 0.3% | 2026-Q2 |
| Trexquant Investment LP new | 103,476 | $1M | 0.3% | 2026-Q2 |
| F/m Investments LLC added | 96,046 | $1M | 0.3% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST trimmed | 96,046 | $1M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 83,761 | $945K | 0.2% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 80,000 | $902K | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 79,934 | $902K | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 78,217 | $882K | 0.2% | 2026-Q2 |
| Ghisallo Capital Management LLC | 75,000 | $846K | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 66,948 | $755K | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 62,889 | $709K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 54,379 | $613K | 0.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 38,863 | $438K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 36,383 | $410K | 0.1% | 2026-Q2 |
| Nuveen, LLC added | 32,520 | $367K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 32,332 | $365K | 0.1% | 2026-Q2 |
| Sterling Capital Management LLC added | 27,801 | $314K | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 27,800 | $314K | 0.1% | 2026-Q2 |
| EMERALD ADVISERS, LLC trimmed | 24,441 | $276K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 22,348 | $252K | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 19,530 | $220K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 18,503 | $209K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 17,874 | $202K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 17,699 | $200K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC trimmed | 14,417 | $163K | 0.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 15,200 | $131K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 11,530 | $130K | 0.0% | 2026-Q2 |
| AXQ CAPITAL, LP new | 11,356 | $128K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 8,744 | $99K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 8,736 | $99K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 8,500 | $96K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 7,288 | $82K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 7,248 | $82K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 4,904 | $55K | 0.0% | 2026-Q2 |
| Aster Capital Management (DIFC) Ltd added | 4,445 | $50K | 0.0% | 2026-Q2 |
| STRS OHIO | 4,400 | $50K | 0.0% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 4,152 | $47K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 3,396 | $38K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 2,900 | $33K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 2,502 | $28K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 2,072 | $23K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 1,852 | $21K | 0.0% | 2026-Q2 |
| Legal & General Group Plc trimmed | 1,736 | $20K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,696 | $19K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 1,180 | $14K | 0.0% | 2026-Q2 |
| FIRST HORIZON CORP | 723 | $8K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 318 | $4K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc new | 290 | $3K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 261 | $3K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 215 | $2K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 141 | $2K | 0.0% | 2026-Q2 |
| Bare Financial Services, Inc new | 122 | $1K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC new | 85 | $958 | 0.0% | 2026-Q2 |
| True Wealth Design, LLC new | 83 | $937 | 0.0% | 2026-Q2 |
| GAMMA Investing LLC new | 50 | $564 | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 48 | $541 | 0.0% | 2026-Q2 |
| Essential Partners LLC new | 40 | $451 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 22 | $248 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC new | 11 | $124 | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. new | 7 | $79 | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC new | 6 | $68 | 0.0% | 2026-Q2 |
| Freestone Grove Partners LP new | 2 | $23 | 0.0% | 2026-Q2 |
| JANUS HENDERSON GROUP PLC added | 2,100,356 | $18M | 4.7% | 2026-Q1 stale (1 quarter behind) |
| Invesco Ltd. trimmed | 1,403,760 | $12M | 3.2% | 2026-Q1 stale (1 quarter behind) |
| Pillsbury Lake Capital LLC new | 814,869 | $7M | 1.8% | 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.
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.