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Institutional Ownership · SEC Form 13F

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.

419
Institutional holders
103M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
STATE STREET CORP added5,195,270$110M10.8%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new4,722,428$100M9.8%2026-Q1
MORGAN STANLEY added1,568,101$33M3.3%2026-Q1
GOLDMAN SACHS GROUP INC added1,198,057$25M2.5%2026-Q1
FIRST TRUST ADVISORS LP added1,079,633$23M2.2%2026-Q1
Hood River Capital Management LLC added6,284,958$19M1.9%2026-Q1
Goehring & Rozencwajg Associates, LLC added861,858$18M1.8%2026-Q1
MAK CAPITAL ONE LLC new5,763,729$18M1.7%2026-Q1
Gemsstock Ltd. trimmed813,937$17M1.7%2026-Q1
NORTHERN TRUST CORP added758,398$16M1.6%2026-Q1
BANK OF AMERICA CORP /DE/ added726,140$15M1.5%2026-Q1
Bank of New York Mellon Corp trimmed558,520$12M1.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added537,801$11M1.1%2026-Q1
Man Group plc trimmed527,539$11M1.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added498,609$11M1.0%2026-Q1
MARSHALL WACE, LLP trimmed496,758$10M1.0%2026-Q1
CWM, LLC added496,279$10M1.0%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed474,393$10M1.0%2026-Q1
ROYCE & ASSOCIATES LP added433,675$9M0.9%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new2,958,957$9M0.9%2026-Q1
STIFEL FINANCIAL CORP added425,975$9M0.9%2026-Q1
VAN DEN BERG MANAGEMENT I, INC trimmed396,089$8M0.8%2026-Q1
WELLS FARGO & COMPANY/MN added392,564$8M0.8%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added385,868$8M0.8%2026-Q1
Invesco Ltd. trimmed369,054$8M0.8%2026-Q1
Truffle Hound Capital, LLC350,000$7M0.7%2026-Q1
Dana Investment Advisors, Inc. trimmed312,976$7M0.6%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added2,014,585$6M0.6%2026-Q1
Public Sector Pension Investment Board added283,083$6M0.6%2026-Q1
LPL Financial LLC added280,101$6M0.6%2026-Q1
Corigliano Investment Advisers, LLC added250,369$5M0.5%2026-Q1
SEI INVESTMENTS CO added1,700,841$5M0.5%2026-Q1
Aventail Capital Group, LP trimmed234,522$5M0.5%2026-Q1
FEDERATED HERMES, INC. trimmed217,381$5M0.5%2026-Q1
RHUMBLINE ADVISERS added215,120$5M0.4%2026-Q1
Great Hill Capital LLC trimmed213,701$5M0.4%2026-Q1
Clarus Group, Inc.213,330$4M0.4%2026-Q1
Aptus Capital Advisors, LLC added212,945$4M0.4%2026-Q1
Nuveen, LLC added195,688$4M0.4%2026-Q1
Rafferty Asset Management, LLC added187,354$4M0.4%2026-Q1
ISTHMUS PARTNERS, LLC trimmed186,245$4M0.4%2026-Q1
Massar Capital Management, LP added176,870$4M0.4%2026-Q1
Swiss National Bank173,400$4M0.4%2026-Q1
Legal & General Group Plc trimmed168,156$4M0.3%2026-Q1
GRATIA CAPITAL, LLC trimmed1,106,421$3M0.3%2026-Q1
RR Advisors, LLC149,210$3M0.3%2026-Q1
OSAIC HOLDINGS, INC. added135,960$3M0.3%2026-Q1
D. E. Shaw & Co., Inc. added132,856$3M0.3%2026-Q1
AMERIPRISE FINANCIAL INC trimmed132,029$3M0.3%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed131,900$3M0.3%2026-Q1
ALLIANCEBERNSTEIN L.P. added119,567$3M0.3%2026-Q1
Share Andrew L.130,000$3M0.3%2026-Q1
Kovack Advisors, Inc. added127,150$3M0.3%2026-Q1
Fiduciary Alliance LLC added160,675$3M0.3%2026-Q1
FLAX POND CAPITAL, LLC added849,788$3M0.3%2026-Q1
Empowered Funds, LLC added120,577$3M0.3%2026-Q1
Empyrean Capital Partners, LP118,900$3M0.2%2026-Q1
Disciplined Investors, L.L.C.115,840$2M0.2%2026-Q1
TUDOR INVESTMENT CORP ET AL trimmed110,215$2M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added108,071$2M0.2%2026-Q1
Mink Brook Asset Management LLC added119,668$2M0.2%2026-Q1
Alyeska Investment Group, L.P. trimmed732,739$2M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added104,655$2M0.2%2026-Q1
South Dakota Investment Council101,726$2M0.2%2026-Q1
JANE STREET GROUP, LLC added685,293$2M0.2%2026-Q1
Glenorchy Capital Ltd trimmed96,378$2M0.2%2026-Q1
Carrera Capital Advisors added94,009$2M0.2%2026-Q1
WESBANCO BANK INC92,549$2M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added92,269$2M0.2%2026-Q1
DEUTSCHE BANK AG\ added80,165$2M0.2%2026-Q1
PRUDENTIAL FINANCIAL INC added80,104$2M0.2%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND trimmed79,827$2M0.2%2026-Q1
Texas Capital Bank Wealth Management Services Inc77,579$2M0.2%2026-Q1
Cross Staff Investments Inc77,002$2M0.2%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added84,561$2M0.2%2026-Q1
Dragoneer Investment Group, LLC new4,298,202$100M9.8%2025-Q4 stale
COOPER CREEK PARTNERS MANAGEMENT LLC added1,838,637$43M4.2%2025-Q4 stale
FULLER & THALER ASSET MANAGEMENT, INC. added1,437,407$40M3.9%2025-Q2 stale
AMUNDI trimmed1,043,376$21M2.1%2025-Q1 stale
Cubist Systematic Strategies, LLC added464,551$13M1.3%2025-Q2 stale
VOLORIDGE INVESTMENT MANAGEMENT, LLC added443,637$12M1.2%2025-Q2 stale
WELLINGTON MANAGEMENT GROUP LLP trimmed423,934$12M1.2%2025-Q2 stale
LSP Investment Advisors, LLC added409,900$10M0.9%2025-Q4 stale
VANGUARD GROUP INC trimmed2,421,251$9M0.9%2025-Q4 stale
Freestone Grove Partners LP added381,202$9M0.9%2025-Q4 stale
SG Americas Securities, LLC added331,937$8M0.8%2025-Q4 stale
CAXTON ASSOCIATES LLP new254,712$5M0.5%2025-Q3 stale
Global IMC LLC added169,144$5M0.5%2025-Q2 stale
Woodline Partners LP trimmed188,020$4M0.4%2025-Q4 stale
SummitTX Capital, L.P. new196,653$4M0.4%2025-Q3 stale
Graham Capital Management, L.P. added155,391$4M0.4%2025-Q4 stale
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed175,960$3M0.3%2025-Q3 stale
Jump Financial, LLC trimmed150,370$3M0.3%2025-Q4 stale
Connor, Clark & Lunn Investment Management Ltd. trimmed139,086$3M0.3%2025-Q4 stale
Verition Fund Management LLC trimmed130,685$3M0.3%2025-Q4 stale
BOKF, NA trimmed100,000$3M0.3%2025-Q2 stale
Counterpoint Mutual Funds LLC added94,309$3M0.3%2025-Q2 stale
Walleye Capital LLC added102,625$2M0.2%2025-Q4 stale
Aquatic Capital Management LLC added96,810$2M0.2%2025-Q4 stale
Delta Investment Management, LLC new80,051$2M0.2%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.

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