Who owns Comstock Inc. (LODE)
Which tracked institutional funds hold LODE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LODE company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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
58 tracked funds added or opened LODE while 75 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
LODE’s largest tracked holder by dollar value, STATE STREET CORP, 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 LODE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in LODE 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 348 tracked filers holding LODE, 175 increased or opened the position and 158 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 LODE 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 21
- VANGUARD PORTFOLIO MANAGEMENT LLC$100M
- VANGUARD CAPITAL MANAGEMENT LLC$83M
- MAK CAPITAL ONE LLC$18M
- VANGUARD FIDUCIARY TRUST CO$13M
- Aptus Capital Advisors, LLC$4M
- Massar Capital Management, LP$4M
Full exits 16
- VANGUARD GROUP INC$193M
- Dragoneer Investment Group, LLC$100M
- COOPER CREEK PARTNERS MANAGEMENT LLC$43M
- LSP Investment Advisors, LLC$10M
- Freestone Grove Partners LP$9M
- SG Americas Securities, LLC$8M
Largest adds
- Point72 Asset Management, L.P.$24M
- UBS Group AG$14M
- FIRST TRUST ADVISORS LP$12M
- Hood River Capital Management LLC$12M
- CWM, LLC$10M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$9M
Largest trims
- BlackRock, Inc.$88M
- DIMENSIONAL FUND ADVISORS LP$25M
- Invesco Ltd.$15M
- MORGAN STANLEY$11M
- Man Group plc$9M
- FEDERATED HERMES, INC.$7M
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 |
|---|---|---|---|---|
| STATE STREET CORP added | 5,195,270 | $110M | 10.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 4,722,428 | $100M | 9.8% | 2026-Q1 |
| MORGAN STANLEY added | 1,568,101 | $33M | 3.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,198,057 | $25M | 2.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,079,633 | $23M | 2.2% | 2026-Q1 |
| Hood River Capital Management LLC added | 6,284,958 | $19M | 1.9% | 2026-Q1 |
| Goehring & Rozencwajg Associates, LLC added | 861,858 | $18M | 1.8% | 2026-Q1 |
| MAK CAPITAL ONE LLC new | 5,763,729 | $18M | 1.7% | 2026-Q1 |
| Gemsstock Ltd. trimmed | 813,937 | $17M | 1.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 758,398 | $16M | 1.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 726,140 | $15M | 1.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 558,520 | $12M | 1.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 537,801 | $11M | 1.1% | 2026-Q1 |
| Man Group plc trimmed | 527,539 | $11M | 1.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 498,609 | $11M | 1.0% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 496,758 | $10M | 1.0% | 2026-Q1 |
| CWM, LLC added | 496,279 | $10M | 1.0% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 474,393 | $10M | 1.0% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 433,675 | $9M | 0.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,958,957 | $9M | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 425,975 | $9M | 0.9% | 2026-Q1 |
| VAN DEN BERG MANAGEMENT I, INC trimmed | 396,089 | $8M | 0.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 392,564 | $8M | 0.8% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 385,868 | $8M | 0.8% | 2026-Q1 |
| Invesco Ltd. trimmed | 369,054 | $8M | 0.8% | 2026-Q1 |
| Truffle Hound Capital, LLC | 350,000 | $7M | 0.7% | 2026-Q1 |
| Dana Investment Advisors, Inc. trimmed | 312,976 | $7M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 2,014,585 | $6M | 0.6% | 2026-Q1 |
| Public Sector Pension Investment Board added | 283,083 | $6M | 0.6% | 2026-Q1 |
| LPL Financial LLC added | 280,101 | $6M | 0.6% | 2026-Q1 |
| Corigliano Investment Advisers, LLC added | 250,369 | $5M | 0.5% | 2026-Q1 |
| SEI INVESTMENTS CO added | 1,700,841 | $5M | 0.5% | 2026-Q1 |
| Aventail Capital Group, LP trimmed | 234,522 | $5M | 0.5% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 217,381 | $5M | 0.5% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 215,120 | $5M | 0.4% | 2026-Q1 |
| Great Hill Capital LLC trimmed | 213,701 | $5M | 0.4% | 2026-Q1 |
| Clarus Group, Inc. | 213,330 | $4M | 0.4% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 212,945 | $4M | 0.4% | 2026-Q1 |
| Nuveen, LLC added | 195,688 | $4M | 0.4% | 2026-Q1 |
| Rafferty Asset Management, LLC added | 187,354 | $4M | 0.4% | 2026-Q1 |
| ISTHMUS PARTNERS, LLC trimmed | 186,245 | $4M | 0.4% | 2026-Q1 |
| Massar Capital Management, LP added | 176,870 | $4M | 0.4% | 2026-Q1 |
| Swiss National Bank | 173,400 | $4M | 0.4% | 2026-Q1 |
| Legal & General Group Plc trimmed | 168,156 | $4M | 0.3% | 2026-Q1 |
| GRATIA CAPITAL, LLC trimmed | 1,106,421 | $3M | 0.3% | 2026-Q1 |
| RR Advisors, LLC | 149,210 | $3M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 135,960 | $3M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 132,856 | $3M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 132,029 | $3M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 131,900 | $3M | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 119,567 | $3M | 0.3% | 2026-Q1 |
| Share Andrew L. | 130,000 | $3M | 0.3% | 2026-Q1 |
| Kovack Advisors, Inc. added | 127,150 | $3M | 0.3% | 2026-Q1 |
| Fiduciary Alliance LLC added | 160,675 | $3M | 0.3% | 2026-Q1 |
| FLAX POND CAPITAL, LLC added | 849,788 | $3M | 0.3% | 2026-Q1 |
| Empowered Funds, LLC added | 120,577 | $3M | 0.3% | 2026-Q1 |
| Empyrean Capital Partners, LP | 118,900 | $3M | 0.2% | 2026-Q1 |
| Disciplined Investors, L.L.C. | 115,840 | $2M | 0.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 110,215 | $2M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 108,071 | $2M | 0.2% | 2026-Q1 |
| Mink Brook Asset Management LLC added | 119,668 | $2M | 0.2% | 2026-Q1 |
| Alyeska Investment Group, L.P. trimmed | 732,739 | $2M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 104,655 | $2M | 0.2% | 2026-Q1 |
| South Dakota Investment Council | 101,726 | $2M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 685,293 | $2M | 0.2% | 2026-Q1 |
| Glenorchy Capital Ltd trimmed | 96,378 | $2M | 0.2% | 2026-Q1 |
| Carrera Capital Advisors added | 94,009 | $2M | 0.2% | 2026-Q1 |
| WESBANCO BANK INC | 92,549 | $2M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 92,269 | $2M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 80,165 | $2M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 80,104 | $2M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 79,827 | $2M | 0.2% | 2026-Q1 |
| Texas Capital Bank Wealth Management Services Inc | 77,579 | $2M | 0.2% | 2026-Q1 |
| Cross Staff Investments Inc | 77,002 | $2M | 0.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 84,561 | $2M | 0.2% | 2026-Q1 |
| Dragoneer Investment Group, LLC new | 4,298,202 | $100M | 9.8% | 2025-Q4 stale |
| COOPER CREEK PARTNERS MANAGEMENT LLC added | 1,838,637 | $43M | 4.2% | 2025-Q4 stale |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 1,437,407 | $40M | 3.9% | 2025-Q2 stale |
| AMUNDI trimmed | 1,043,376 | $21M | 2.1% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC added | 464,551 | $13M | 1.3% | 2025-Q2 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 443,637 | $12M | 1.2% | 2025-Q2 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 423,934 | $12M | 1.2% | 2025-Q2 stale |
| LSP Investment Advisors, LLC added | 409,900 | $10M | 0.9% | 2025-Q4 stale |
| VANGUARD GROUP INC trimmed | 2,421,251 | $9M | 0.9% | 2025-Q4 stale |
| Freestone Grove Partners LP added | 381,202 | $9M | 0.9% | 2025-Q4 stale |
| SG Americas Securities, LLC added | 331,937 | $8M | 0.8% | 2025-Q4 stale |
| CAXTON ASSOCIATES LLP new | 254,712 | $5M | 0.5% | 2025-Q3 stale |
| Global IMC LLC added | 169,144 | $5M | 0.5% | 2025-Q2 stale |
| Woodline Partners LP trimmed | 188,020 | $4M | 0.4% | 2025-Q4 stale |
| SummitTX Capital, L.P. new | 196,653 | $4M | 0.4% | 2025-Q3 stale |
| Graham Capital Management, L.P. added | 155,391 | $4M | 0.4% | 2025-Q4 stale |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 175,960 | $3M | 0.3% | 2025-Q3 stale |
| Jump Financial, LLC trimmed | 150,370 | $3M | 0.3% | 2025-Q4 stale |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 139,086 | $3M | 0.3% | 2025-Q4 stale |
| Verition Fund Management LLC trimmed | 130,685 | $3M | 0.3% | 2025-Q4 stale |
| BOKF, NA trimmed | 100,000 | $3M | 0.3% | 2025-Q2 stale |
| Counterpoint Mutual Funds LLC added | 94,309 | $3M | 0.3% | 2025-Q2 stale |
| Walleye Capital LLC added | 102,625 | $2M | 0.2% | 2025-Q4 stale |
| Aquatic Capital Management LLC added | 96,810 | $2M | 0.2% | 2025-Q4 stale |
| Delta Investment Management, LLC new | 80,051 | $2M | 0.2% | 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.