Who owns Loar Holdings (LOAR)
Which tracked institutional funds hold LOAR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LOAR 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 LOAR is one-sided between 2026-Q1 and 2026-Q2: 121 added or opened and 36 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
LOAR’s largest tracked holder by dollar value, ABRAMS CAPITAL MANAGEMENT, L.P., sizes it at 47.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 47.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LOAR 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 268 tracked filers holding LOAR, 161 increased or opened the position and 132 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 LOAR 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 18
- Jupiter Topco LLC$34M
- JANE STREET GROUP, LLC$11M
- Blackstone Inc.$11M
- CHILTON INVESTMENT CO INC.$7M
- Squarepoint Ops LLC$6M
- FRANKLIN RESOURCES INC$5M
Full exits 15
- T. Rowe Price Investment Management, Inc.$212M
- JANUS HENDERSON GROUP PLC$24M
- Burkehill Global Management, LP$23M
- SEGALL BRYANT & HAMILL, LLC$12M
- Roubaix Capital, LLC$5M
- CONGRESS ASSET MANAGEMENT CO$2M
Largest adds
- ABRAMS CAPITAL MANAGEMENT, L.P.$747M
- Capital International Investors$205M
- WELLINGTON MANAGEMENT GROUP LLP$125M
- BAMCO INC /NY/$68M
- WASATCH ADVISORS LP$60M
- VANGUARD CAPITAL MANAGEMENT LLC$55M
Largest trims
- Alyeska Investment Group, L.P.$38M
- VOYA INVESTMENT MANAGEMENT LLC$31M
- CITADEL ADVISORS LLC$23M
- Zimmer Partners, LP$17M
- BARCLAYS PLC$12M
- Jain Global LLC$9M
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 |
|---|---|---|---|---|
| ABRAMS CAPITAL MANAGEMENT, L.P. | 32,050,240 | $2.6B | 38.4% | 2026-Q2 |
| Capital International Investors trimmed | 8,803,898 | $710M | 10.6% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 4,063,339 | $328M | 4.9% | 2026-Q2 |
| WASATCH ADVISORS LP trimmed | 3,241,786 | $261M | 3.9% | 2026-Q2 |
| BAMCO INC /NY/ added | 2,523,332 | $203M | 3.0% | 2026-Q2 |
| STATE STREET CORP trimmed | 2,336,798 | $188M | 2.8% | 2026-Q2 |
| BlackRock, Inc. trimmed | 2,198,873 | $177M | 2.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,979,244 | $160M | 2.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,772,282 | $143M | 2.1% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 1,620,889 | $131M | 1.9% | 2026-Q2 |
| UBS Group AG trimmed | 1,399,163 | $113M | 1.7% | 2026-Q2 |
| MORGAN STANLEY added | 1,151,679 | $93M | 1.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 954,332 | $76M | 1.1% | 2026-Q2 |
| Invesco Ltd. added | 883,388 | $71M | 1.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 864,595 | $70M | 1.0% | 2026-Q2 |
| Capital World Investors added | 831,853 | $67M | 1.0% | 2026-Q2 |
| TimesSquare Capital Management, LLC trimmed | 798,575 | $64M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 746,596 | $60M | 0.9% | 2026-Q2 |
| Artisan Partners Limited Partnership trimmed | 737,570 | $59M | 0.9% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 729,329 | $59M | 0.9% | 2026-Q2 |
| GENEVA CAPITAL MANAGEMENT LLC added | 719,088 | $58M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 707,403 | $57M | 0.8% | 2026-Q2 |
| One Madison Group LLC trimmed | 690,000 | $56M | 0.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 658,166 | $53M | 0.8% | 2026-Q2 |
| Spyglass Capital Management LLC added | 611,657 | $49M | 0.7% | 2026-Q2 |
| NORGES BANK trimmed | 558,181 | $45M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 453,466 | $37M | 0.5% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC trimmed | 446,598 | $36M | 0.5% | 2026-Q2 |
| Jupiter Topco LLC new | 426,043 | $34M | 0.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 366,604 | $30M | 0.4% | 2026-Q2 |
| GILDER GAGNON HOWE & CO LLC trimmed | 366,256 | $30M | 0.4% | 2026-Q2 |
| Select Equity Group, L.P. added | 339,976 | $27M | 0.4% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 312,799 | $25M | 0.4% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 303,776 | $24M | 0.4% | 2026-Q2 |
| ONE Advisory Partners, LLC | 293,319 | $24M | 0.4% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 263,758 | $21M | 0.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 235,556 | $19M | 0.3% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 235,448 | $19M | 0.3% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 216,773 | $17M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 203,696 | $16M | 0.2% | 2026-Q2 |
| Daiwa Securities Group Inc. | 203,400 | $16M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 200,191 | $16M | 0.2% | 2026-Q2 |
| Zimmer Partners, LP trimmed | 200,000 | $16M | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 196,529 | $16M | 0.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 190,949 | $15M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 189,976 | $15M | 0.2% | 2026-Q2 |
| OSTERWEIS CAPITAL MANAGEMENT INC added | 188,865 | $15M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 168,394 | $14M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 155,435 | $13M | 0.2% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC trimmed | 153,080 | $12M | 0.2% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. added | 144,955 | $12M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 137,922 | $11M | 0.2% | 2026-Q2 |
| Blackstone Inc. trimmed | 133,293 | $11M | 0.2% | 2026-Q2 |
| Woodline Partners LP | 130,445 | $11M | 0.2% | 2026-Q2 |
| TD Asset Management Inc added | 126,716 | $10M | 0.2% | 2026-Q2 |
| BURKETT FINANCIAL SERVICES, LLC trimmed | 118,000 | $10M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 117,944 | $10M | 0.1% | 2026-Q2 |
| NEXT CENTURY GROWTH INVESTORS LLC trimmed | 116,817 | $9M | 0.1% | 2026-Q2 |
| SEVEN GRAND MANAGERS, LLC | 100,000 | $8M | 0.1% | 2026-Q2 |
| Ghisallo Capital Management LLC trimmed | 100,000 | $8M | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 99,406 | $8M | 0.1% | 2026-Q2 |
| Nuveen, LLC added | 91,424 | $7M | 0.1% | 2026-Q2 |
| Jain Global LLC trimmed | 91,253 | $7M | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 90,300 | $7M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 86,031 | $7M | 0.1% | 2026-Q2 |
| CHILTON INVESTMENT CO INC. new | 85,093 | $7M | 0.1% | 2026-Q2 |
| BROWN CAPITAL MANAGEMENT LLC added | 84,816 | $7M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 81,687 | $7M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 73,548 | $6M | 0.1% | 2026-Q2 |
| Capricorn Fund Managers Ltd added | 71,999 | $6M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 67,770 | $5M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 67,712 | $5M | 0.1% | 2026-Q2 |
| Moody Aldrich Partners LLC added | 65,974 | $5M | 0.1% | 2026-Q2 |
| Swiss National Bank added | 65,700 | $5M | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 61,834 | $5M | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 58,212 | $5M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 57,439 | $5M | 0.1% | 2026-Q2 |
| Grandeur Peak Global Advisors, LLC added | 56,681 | $6M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 55,297 | $4M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 53,502 | $4M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 52,497 | $4M | 0.1% | 2026-Q2 |
| CAPITAL INTERNATIONAL SARL added | 51,114 | $4M | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 50,374 | $4M | 0.1% | 2026-Q2 |
| Aquatic Capital Management LLC added | 49,784 | $4M | 0.1% | 2026-Q2 |
| CAPITAL INTERNATIONAL LTD /CA/ | 48,044 | $4M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 44,583 | $4M | 0.1% | 2026-Q2 |
| Odyssean, LLC added | 43,660 | $4M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 39,127 | $3M | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 39,011 | $3M | 0.0% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 38,128 | $3M | 0.0% | 2026-Q2 |
| CITIGROUP INC trimmed | 38,005 | $3M | 0.0% | 2026-Q2 |
| B. Metzler seel. Sohn & Co. AG added | 36,176 | $3M | 0.0% | 2026-Q2 |
| Thrive Wealth Management, LLC trimmed | 35,814 | $3M | 0.0% | 2026-Q2 |
| Linden Thomas Advisory Services, LLC trimmed | 34,274 | $3M | 0.0% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 33,703 | $3M | 0.0% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP trimmed | 30,364 | $2M | 0.0% | 2026-Q2 |
| Legal & General Group Plc trimmed | 29,139 | $2M | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 29,021 | $2M | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP added | 28,056 | $2M | 0.0% | 2026-Q2 |
| Clearview Wealth Management LLC | 27,001 | $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.