Who owns LOAR (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-Q1 13F filings. 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
57 tracked funds added or opened LOAR while 84 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
LOAR’s largest tracked holder by dollar value, ABRAMS CAPITAL MANAGEMENT, L.P., sizes it at 39.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 39.6pp 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 2025-Q4 and 2026-Q1, across 249 tracked filers holding LOAR, 166 increased or opened the position and 105 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 2025-Q4 and 2026-Q1 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
- VANGUARD CAPITAL MANAGEMENT LLC$105M
- VANGUARD PORTFOLIO MANAGEMENT LLC$96M
- VANGUARD FIDUCIARY TRUST CO$13M
- Daiwa Securities Group Inc.$12M
- OSTERWEIS CAPITAL MANAGEMENT INC$8M
- Roubaix Capital, LLC$5M
Full exits 20
- Blackstone Inc.$241M
- VANGUARD GROUP INC$235M
- Artemis Investment Management LLP$19M
- LORD, ABBETT & CO. LLC$14M
- Zweig-DiMenna Associates LLC$11M
- KINGDON CAPITAL MANAGEMENT, L.L.C.$10M
Largest adds
- T. Rowe Price Investment Management, Inc.$202M
- WELLINGTON MANAGEMENT GROUP LLP$129M
- Bank of New York Mellon Corp$47M
- JPMORGAN CHASE & CO$25M
- UBS Group AG$18M
- Alyeska Investment Group, L.P.$18M
Largest trims
- ABRAMS CAPITAL MANAGEMENT, L.P.$343M
- ALLIANCEBERNSTEIN L.P.$100M
- PRICE T ROWE ASSOCIATES INC /MD/$43M
- Spyglass Capital Management LLC$28M
- BlackRock, Inc.$26M
- BANK OF AMERICA CORP /DE/$24M
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 |
|---|---|---|---|---|
| ABRAMS CAPITAL MANAGEMENT, L.P. | 32,050,240 | $1.8B | 31.6% | 2026-Q1 |
| Capital International Investors added | 8,813,395 | $505M | 8.7% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 3,702,626 | $212M | 3.7% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 3,540,637 | $203M | 3.5% | 2026-Q1 |
| WASATCH ADVISORS LP added | 3,509,014 | $201M | 3.5% | 2026-Q1 |
| BlackRock, Inc. added | 2,420,003 | $139M | 2.4% | 2026-Q1 |
| STATE STREET CORP added | 2,381,603 | $136M | 2.3% | 2026-Q1 |
| BAMCO INC /NY/ added | 2,366,299 | $136M | 2.3% | 2026-Q1 |
| UBS Group AG added | 1,835,387 | $105M | 1.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,824,449 | $105M | 1.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,676,428 | $96M | 1.7% | 2026-Q1 |
| FEDERATED HERMES, INC. | 1,533,602 | $88M | 1.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,164,694 | $64M | 1.1% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 1,087,162 | $62M | 1.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 933,216 | $53M | 0.9% | 2026-Q1 |
| TimesSquare Capital Management, LLC added | 925,887 | $53M | 0.9% | 2026-Q1 |
| Artisan Partners Limited Partnership added | 836,376 | $48M | 0.8% | 2026-Q1 |
| NORGES BANK trimmed | 663,006 | $47M | 0.8% | 2026-Q1 |
| Capital World Investors added | 782,769 | $45M | 0.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 747,351 | $43M | 0.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 711,561 | $41M | 0.7% | 2026-Q1 |
| One Madison Group LLC added | 695,000 | $40M | 0.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 679,390 | $39M | 0.7% | 2026-Q1 |
| GENEVA CAPITAL MANAGEMENT LLC added | 662,118 | $38M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 636,701 | $36M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 602,003 | $34M | 0.6% | 2026-Q1 |
| Spyglass Capital Management LLC trimmed | 584,133 | $33M | 0.6% | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC trimmed | 580,880 | $33M | 0.6% | 2026-Q1 |
| Zimmer Partners, LP added | 572,500 | $33M | 0.6% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 548,643 | $31M | 0.5% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 535,581 | $31M | 0.5% | 2026-Q1 |
| GILDER GAGNON HOWE & CO LLC trimmed | 440,868 | $25M | 0.4% | 2026-Q1 |
| Invesco Ltd. added | 427,599 | $24M | 0.4% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 411,900 | $24M | 0.4% | 2026-Q1 |
| Burkehill Global Management, LP | 400,000 | $23M | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 352,986 | $20M | 0.3% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 339,418 | $19M | 0.3% | 2026-Q1 |
| ONE Advisory Partners, LLC | 293,319 | $17M | 0.3% | 2026-Q1 |
| Jain Global LLC added | 288,536 | $17M | 0.3% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 270,949 | $16M | 0.3% | 2026-Q1 |
| RIVERBRIDGE PARTNERS LLC trimmed | 258,416 | $15M | 0.3% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 232,164 | $13M | 0.2% | 2026-Q1 |
| Cerity Partners LLC trimmed | 227,844 | $13M | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 224,951 | $13M | 0.2% | 2026-Q1 |
| BARCLAYS PLC added | 224,244 | $13M | 0.2% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 222,608 | $13M | 0.2% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 177,404 | $12M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 214,791 | $12M | 0.2% | 2026-Q1 |
| Select Equity Group, L.P. added | 203,637 | $12M | 0.2% | 2026-Q1 |
| Daiwa Securities Group Inc. new | 203,400 | $12M | 0.2% | 2026-Q1 |
| Ghisallo Capital Management LLC | 200,000 | $11M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 196,841 | $11M | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 193,133 | $11M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 167,964 | $10M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 163,154 | $9M | 0.2% | 2026-Q1 |
| OSTERWEIS CAPITAL MANAGEMENT INC new | 138,370 | $8M | 0.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 135,713 | $8M | 0.1% | 2026-Q1 |
| Woodline Partners LP trimmed | 130,445 | $7M | 0.1% | 2026-Q1 |
| BURKETT FINANCIAL SERVICES, LLC | 125,000 | $7M | 0.1% | 2026-Q1 |
| NEXT CENTURY GROWTH INVESTORS LLC added | 124,938 | $7M | 0.1% | 2026-Q1 |
| FMR LLC trimmed | 122,921 | $7M | 0.1% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 119,365 | $7M | 0.1% | 2026-Q1 |
| TD Asset Management Inc added | 115,522 | $7M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 109,968 | $6M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 104,154 | $6M | 0.1% | 2026-Q1 |
| SEVEN GRAND MANAGERS, LLC | 100,000 | $6M | 0.1% | 2026-Q1 |
| Roubaix Capital, LLC added | 92,379 | $5M | 0.1% | 2026-Q1 |
| Nuveen, LLC added | 89,142 | $5M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 82,991 | $5M | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 75,654 | $4M | 0.1% | 2026-Q1 |
| BROWN CAPITAL MANAGEMENT LLC trimmed | 74,228 | $4M | 0.1% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. added | 72,160 | $4M | 0.1% | 2026-Q1 |
| Legal & General Group Plc added | 69,543 | $4M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 67,219 | $4M | 0.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 65,349 | $4M | 0.1% | 2026-Q1 |
| Swiss National Bank | 64,700 | $4M | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc new | 63,824 | $4M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 59,096 | $3M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 57,607 | $3M | 0.1% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 56,176 | $3M | 0.1% | 2026-Q1 |
| Blackstone Inc. trimmed | 3,548,506 | $241M | 4.2% | 2025-Q4 stale |
| VANGUARD GROUP INC trimmed | 3,451,071 | $235M | 4.0% | 2025-Q4 stale |
| Driehaus Capital Management LLC added | 670,439 | $58M | 1.0% | 2025-Q2 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new | 600,000 | $52M | 0.9% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 421,025 | $36M | 0.6% | 2025-Q2 stale |
| Artemis Investment Management LLP added | 280,871 | $19M | 0.3% | 2025-Q4 stale |
| SOROS FUND MANAGEMENT LLC trimmed | 172,564 | $15M | 0.3% | 2025-Q2 stale |
| LORD, ABBETT & CO. LLC trimmed | 203,538 | $14M | 0.2% | 2025-Q4 stale |
| Zweig-DiMenna Associates LLC trimmed | 158,246 | $11M | 0.2% | 2025-Q4 stale |
| FRANKLIN RESOURCES INC added | 127,884 | $10M | 0.2% | 2025-Q3 stale |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | 150,000 | $10M | 0.2% | 2025-Q4 stale |
| TWINBEECH CAPITAL LP new | 77,099 | $7M | 0.1% | 2025-Q2 stale |
| TUDOR INVESTMENT CORP ET AL | 74,132 | $6M | 0.1% | 2025-Q4 stale |
| Schonfeld Strategic Advisors LLC new | 59,434 | $5M | 0.1% | 2025-Q2 stale |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 75,000 | $5M | 0.1% | 2025-Q4 stale |
| Capital Research Global Investors trimmed | 70,460 | $5M | 0.1% | 2025-Q1 stale |
| Aperture Investors, LLC new | 56,671 | $5M | 0.1% | 2025-Q2 stale |
| HRT FINANCIAL LP added | 56,120 | $4M | 0.1% | 2025-Q4 stale |
| MITCHELL CAPITAL MANAGEMENT CO trimmed | 46,445 | $4M | 0.1% | 2025-Q3 stale |
| Quadrature Capital Ltd added | 39,069 | $3M | 0.1% | 2025-Q2 stale |
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.