Who owns LONZ
Which tracked institutional funds hold LONZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LONZ company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
9 tracked funds added or opened LONZ while 18 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
LONZ’s largest tracked holder by dollar value, Allianz Asset Management GmbH, sizes it at 0.2% 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 LONZ 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 63 tracked filers holding LONZ, 31 increased or opened the position and 36 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 LONZ 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 3
- Independent Advisor Alliance$10M
- IEQ CAPITAL, LLC$2M
- Gateway Wealth Partners, LLC$668K
Full exits 5
- Ocean Park Asset Management, LLC$11M
- Atria Investments, Inc$8M
- Mariner, LLC$8M
- TORONTO DOMINION BANK$2M
- IFG Advisory, LLC$513K
Largest adds
- GOLDMAN SACHS GROUP INC$8M
- State of New Jersey Common Pension Fund D$7M
- Elequin Capital, LP$3M
- J.W. COLE ADVISORS, INC.$2M
- Cetera Investment Advisers$2M
- Cambridge Investment Research Advisors, Inc.$663K
Largest trims
- Allianz Asset Management GmbH$50M
- Inspire Advisors, LLC$9M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$9M
- Tower Research Capital LLC (TRC)$6M
- Focus Partners Wealth$6M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$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 |
|---|---|---|---|---|
| Allianz Asset Management GmbH trimmed | 2,631,576 | $130M | 32.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 440,466 | $22M | 5.4% | 2026-Q1 |
| State of New Jersey Common Pension Fund D added | 400,000 | $20M | 4.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 336,244 | $17M | 4.1% | 2026-Q1 |
| Flatrock Wealth Partners LLC | 221,951 | $11M | 2.7% | 2026-Q1 |
| Independent Advisor Alliance added | 197,473 | $10M | 2.4% | 2026-Q1 |
| Cordoba Advisory Partners LLC trimmed | 168,699 | $8M | 2.1% | 2026-Q1 |
| Gradient Investments LLC added | 154,671 | $8M | 1.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 98,252 | $5M | 1.2% | 2026-Q1 |
| Mid-American Wealth Advisory Group, Inc. | 93,530 | $5M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 87,889 | $4M | 1.1% | 2026-Q1 |
| Roger Wittlin Investment Advisory, LLC trimmed | 68,005 | $3M | 0.8% | 2026-Q1 |
| Elequin Capital, LP added | 75,760 | $3M | 0.8% | 2026-Q1 |
| Simplicity Wealth,LLC trimmed | 51,087 | $3M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 50,471 | $2M | 0.6% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 50,122 | $2M | 0.6% | 2026-Q1 |
| IEQ CAPITAL, LLC new | 48,494 | $2M | 0.6% | 2026-Q1 |
| L & S Advisors Inc trimmed | 45,375 | $2M | 0.6% | 2026-Q1 |
| ALEXANDER LABRUNERIE & CO., INC. added | 44,435 | $2M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 40,357 | $2M | 0.5% | 2026-Q1 |
| Hilltop Holdings Inc. added | 32,638 | $2M | 0.4% | 2026-Q1 |
| Inspire Advisors, LLC trimmed | 28,291 | $1M | 0.3% | 2026-Q1 |
| Total Clarity Wealth Management, Inc. added | 24,885 | $1M | 0.3% | 2026-Q1 |
| ARMSTRONG ADVISORY GROUP, INC added | 23,577 | $1M | 0.3% | 2026-Q1 |
| Elm3 Financial Group, LLC trimmed | 22,820 | $1M | 0.3% | 2026-Q1 |
| Clear Creek Financial Management, LLC trimmed | 22,401 | $1M | 0.3% | 2026-Q1 |
| NAPLES GLOBAL ADVISORS, LLC added | 20,210 | $998K | 0.2% | 2026-Q1 |
| CWM, LLC trimmed | 19,126 | $944K | 0.2% | 2026-Q1 |
| UBS Group AG added | 18,698 | $923K | 0.2% | 2026-Q1 |
| Coastal Bridge Advisors, LLC added | 16,306 | $805K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 16,117 | $796K | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 15,388 | $760K | 0.2% | 2026-Q1 |
| Beckerman Institutional, LLC added | 13,860 | $684K | 0.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 13,518 | $668K | 0.2% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 11,958 | $590K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 11,803 | $583K | 0.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 11,175 | $552K | 0.1% | 2026-Q1 |
| Bright Futures Wealth Management, LLC. added | 11,070 | $547K | 0.1% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC trimmed | 10,482 | $518K | 0.1% | 2026-Q1 |
| Tactive Advisors, LLC added | 8,797 | $434K | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC trimmed | 8,183 | $406K | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 8,080 | $399K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 5,793 | $286K | 0.1% | 2026-Q1 |
| Acorn Wealth Advisors, LLC trimmed | 5,739 | $283K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC new | 5,332 | $263K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 4,800 | $237K | 0.1% | 2026-Q1 |
| Advocacy Wealth Management, LLC trimmed | 4,772 | $236K | 0.1% | 2026-Q1 |
| Family Investment Center, Inc. trimmed | 4,073 | $201K | 0.0% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. added | 3,536 | $175K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 2,904 | $143K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 2,121 | $105K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 1,598 | $79K | 0.0% | 2026-Q1 |
| Beacon Capital Management, Inc. added | 1,569 | $77K | 0.0% | 2026-Q1 |
| TD Waterhouse Canada Inc. | 1,000 | $49K | 0.0% | 2026-Q1 |
| Horizon Wealth Management, LLC new | 625,006 | $31M | 7.8% | 2025-Q1 stale |
| Kensington Asset Management, LLC added | 418,184 | $21M | 5.2% | 2025-Q1 stale |
| Ocean Park Asset Management, LLC | 208,900 | $11M | 2.6% | 2025-Q4 stale |
| Transform Wealth, LLC trimmed | 193,456 | $10M | 2.4% | 2025-Q1 stale |
| Atria Investments, Inc trimmed | 164,683 | $8M | 2.1% | 2025-Q4 stale |
| Mariner, LLC added | 161,872 | $8M | 2.0% | 2025-Q4 stale |
| JPMORGAN CHASE & CO added | 150,716 | $8M | 1.9% | 2025-Q2 stale |
| Kovitz Investment Group Partners, LLC added | 146,248 | $7M | 1.9% | 2025-Q3 stale |
| Watts Gwilliam & Co., LLC trimmed | 53,484 | $3M | 0.7% | 2025-Q3 stale |
| TORONTO DOMINION BANK new | 40,000 | $2M | 0.5% | 2025-Q4 stale |
| D.A. DAVIDSON & CO. added | 31,458 | $2M | 0.4% | 2025-Q1 stale |
| U.S. Capital Wealth Advisors, LLC trimmed | 27,480 | $1M | 0.3% | 2025-Q1 stale |
| Seed Wealth Management, Inc. trimmed | 23,770 | $1M | 0.3% | 2025-Q1 stale |
| CPA Asset Management Group, LLC | 12,697 | $648K | 0.2% | 2025-Q3 stale |
| HighTower Advisors, LLC added | 12,675 | $647K | 0.2% | 2025-Q3 stale |
| IFG Advisory, LLC added | 10,210 | $513K | 0.1% | 2025-Q4 stale |
| GeoWealth Management, LLC trimmed | 9,893 | $498K | 0.1% | 2025-Q1 stale |
| Pasadena Private Wealth, LLC trimmed | 9,314 | $476K | 0.1% | 2025-Q3 stale |
| Legacy Capital Wealth Partners, LLC added | 8,303 | $418K | 0.1% | 2025-Q1 stale |
| CreativeOne Wealth, LLC trimmed | 7,966 | $401K | 0.1% | 2025-Q1 stale |
| Vickerman Investment Advisors, Inc. trimmed | 6,211 | $317K | 0.1% | 2025-Q3 stale |
| CITADEL ADVISORS LLC trimmed | 5,887 | $301K | 0.1% | 2025-Q3 stale |
| Sigma Planning Corp trimmed | 5,727 | $289K | 0.1% | 2025-Q1 stale |
| DAVENPORT & Co LLC trimmed | 5,205 | $262K | 0.1% | 2025-Q1 stale |
| Bank of New York Mellon Corp trimmed | 4,636 | $234K | 0.1% | 2025-Q1 stale |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 4,625 | $233K | 0.1% | 2025-Q1 stale |
| Visionary Wealth Advisors | 4,388 | $221K | 0.1% | 2025-Q1 stale |
| Kestra Advisory Services, LLC trimmed | 4,379 | $221K | 0.1% | 2025-Q1 stale |
| FOURPATH CAPITAL MANAGEMENT, LLC trimmed | 4,224 | $213K | 0.1% | 2025-Q1 stale |
| Legacy Capital Group California, Inc. trimmed | 4,086 | $205K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP new | 4,033 | $205K | 0.1% | 2025-Q2 stale |
| Bison Wealth, LLC trimmed | 4,001 | $202K | 0.1% | 2025-Q3 stale |
| PRIVATE TRUST CO NA new | 3,969 | $200K | 0.0% | 2025-Q1 stale |
| Raleigh Capital Management Inc. trimmed | 3,028 | $153K | 0.0% | 2025-Q1 stale |
| COMERICA BANK trimmed | 2,904 | $146K | 0.0% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,749 | $140K | 0.0% | 2025-Q2 stale |
| Redwood Park Advisors LLC | 1,958 | $100K | 0.0% | 2025-Q3 stale |
| Lloyd Advisory Services, LLC. trimmed | 1,717 | $86K | 0.0% | 2025-Q4 stale |
| Mattson Financial Services, LLC new | 1,509 | $76K | 0.0% | 2025-Q1 stale |
| Quest 10 Wealth Builders, Inc. trimmed | 441 | $22K | 0.0% | 2025-Q1 stale |
| BURKETT FINANCIAL SERVICES, LLC new | 396 | $20K | 0.0% | 2025-Q1 stale |
| Advisory Services Network, LLC trimmed | 348 | $18K | 0.0% | 2025-Q3 stale |
| Steward Partners Investment Advisory, LLC new | 300 | $15K | 0.0% | 2025-Q1 stale |
| Financial Gravity Companies, Inc. trimmed | 283 | $14K | 0.0% | 2025-Q2 stale |
| Financial Gravity Asset Management, Inc. trimmed | 248 | $13K | 0.0% | 2025-Q3 stale |
| First Horizon Advisors, Inc. | 250 | $13K | 0.0% | 2025-Q1 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.