Who owns LTM (LTM)
Which tracked institutional funds hold LTM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LTM 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
58 tracked funds added or opened LTM while 37 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
LTM’s largest tracked holder by dollar value, Newport Trust Company, LLC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LTM 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 165 tracked filers holding LTM, 126 increased or opened the position and 56 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 LTM 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 26
- VANGUARD CAPITAL MANAGEMENT LLC$35M
- Burkehill Global Management, LP$27M
- Ghisallo Capital Management LLC$25M
- DEUTSCHE BANK AG\$8M
- VANGUARD FIDUCIARY TRUST CO$8M
- Trexquant Investment LP$6M
Full exits 13
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$55M
- VANGUARD GROUP INC$30M
- TWO SIGMA ADVISERS, LP$24M
- Columbus Hill Capital Management, L.P.$18M
- Fundamenta Capital S.A.$15M
- Y-Intercept (Hong Kong) Ltd$10M
Largest adds
- JANE STREET GROUP, LLC$70M
- CITADEL ADVISORS LLC$61M
- Robeco Institutional Asset Management B.V.$50M
- RENAISSANCE TECHNOLOGIES LLC$39M
- GOLDMAN SACHS GROUP INC$26M
- SPX Gestao de Recursos Ltda$26M
Largest trims
- Olympus Peak Asset Management LP$195M
- Newport Trust Company, LLC$54M
- BNP PARIBAS FINANCIAL MARKETS$19M
- MORGAN STANLEY$16M
- Point72 Asset Management, L.P.$12M
- Banco BTG Pactual S.A.$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 |
|---|---|---|---|---|
| Newport Trust Company, LLC trimmed | 3,242,366 | $160M | 4.5% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. added | 2,124,452 | $105M | 3.0% | 2026-Q1 |
| Olympus Peak Asset Management LP trimmed | 2,076,995 | $103M | 2.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,955,110 | $97M | 2.7% | 2026-Q1 |
| Itau Unibanco Holding S.A. | 1,545,674 | $83M | 2.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 1,464,081 | $72M | 2.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,419,678 | $70M | 2.0% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,348,210 | $67M | 1.9% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 1,204,885 | $65M | 1.8% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 1,267,200 | $63M | 1.8% | 2026-Q1 |
| UBS Group AG added | 936,869 | $46M | 1.3% | 2026-Q1 |
| SPX Gestao de Recursos Ltda added | 881,976 | $44M | 1.2% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 881,457 | $44M | 1.2% | 2026-Q1 |
| INCA Investments LLC | 807,079 | $40M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 805,503 | $40M | 1.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 820,835 | $38M | 1.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 708,406 | $35M | 1.0% | 2026-Q1 |
| Burkehill Global Management, LP trimmed | 550,000 | $27M | 0.8% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 510,278 | $25M | 0.7% | 2026-Q1 |
| Ghisallo Capital Management LLC trimmed | 500,000 | $25M | 0.7% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 466,310 | $23M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 346,402 | $17M | 0.5% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 336,503 | $17M | 0.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 333,624 | $16M | 0.5% | 2026-Q1 |
| Aubrey Capital Management Ltd trimmed | 292,253 | $14M | 0.4% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 289,096 | $14M | 0.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 237,965 | $12M | 0.3% | 2026-Q1 |
| Capital Wealth Planning, LLC added | 228,990 | $11M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 214,864 | $11M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 208,253 | $10M | 0.3% | 2026-Q1 |
| SEVEN GRAND MANAGERS, LLC added | 200,000 | $10M | 0.3% | 2026-Q1 |
| STATE STREET CORP added | 184,622 | $9M | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 171,695 | $8M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 171,181 | $8M | 0.2% | 2026-Q1 |
| PAR CAPITAL MANAGEMENT INC | 165,000 | $8M | 0.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 164,642 | $8M | 0.2% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 163,899 | $8M | 0.2% | 2026-Q1 |
| U S GLOBAL INVESTORS INC trimmed | 136,140 | $7M | 0.2% | 2026-Q1 |
| Trexquant Investment LP new | 115,278 | $6M | 0.2% | 2026-Q1 |
| Jump Financial, LLC trimmed | 114,459 | $6M | 0.2% | 2026-Q1 |
| ADVISORY RESEARCH INC new | 98,523 | $5M | 0.1% | 2026-Q1 |
| Man Group plc trimmed | 97,622 | $5M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 85,435 | $4M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 71,466 | $4M | 0.1% | 2026-Q1 |
| Man Investment Partners (US) LP | 65,709 | $3M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 61,156 | $3M | 0.1% | 2026-Q1 |
| Moneda S.A. Administradora General de Fondos new | 59,184 | $3M | 0.1% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 58,317 | $3M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 54,725 | $3M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 53,853 | $3M | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp new | 53,204 | $3M | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP added | 49,923 | $2M | 0.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 48,447 | $2M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 46,932 | $2M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 45,910 | $2M | 0.1% | 2026-Q1 |
| Bridgewater Associates, LP added | 44,831 | $2M | 0.1% | 2026-Q1 |
| Aquatic Capital Management LLC trimmed | 41,902 | $2M | 0.1% | 2026-Q1 |
| North of South Capital LLP added | 39,455 | $2M | 0.1% | 2026-Q1 |
| BI Asset Management Fondsmaeglerselskab A/S added | 39,161 | $2M | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 38,295 | $2M | 0.1% | 2026-Q1 |
| ELEMENT CAPITAL MANAGEMENT LLC added | 36,449 | $2M | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 34,064 | $2M | 0.0% | 2026-Q1 |
| Vident Advisory, LLC added | 30,519 | $2M | 0.0% | 2026-Q1 |
| IMC-Chicago, LLC new | 29,427 | $1M | 0.0% | 2026-Q1 |
| Point Nemo Capital, LLC added | 26,711 | $1M | 0.0% | 2026-Q1 |
| XTX Topco Ltd added | 25,826 | $1M | 0.0% | 2026-Q1 |
| Banco BTG Pactual S.A. trimmed | 25,000 | $1M | 0.0% | 2026-Q1 |
| Strategic Value Partners, LLC trimmed | 38,153,602 | $1.6B | 43.9% | 2025-Q2 stale |
| Monarch Alternative Capital LP trimmed | 3,000,000 | $94M | 2.7% | 2025-Q1 stale |
| MARATHON ASSET MANAGEMENT LP | 2,182,078 | $58M | 1.6% | 2025-Q1 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 1,016,289 | $55M | 1.6% | 2025-Q4 stale |
| Zimmer Partners, LP added | 825,000 | $37M | 1.1% | 2025-Q3 stale |
| VANGUARD GROUP INC trimmed | 552,363 | $30M | 0.8% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 436,400 | $24M | 0.7% | 2025-Q4 stale |
| Provida Pension Fund Administrator new | 425,000 | $19M | 0.5% | 2025-Q3 stale |
| Columbus Hill Capital Management, L.P. trimmed | 329,927 | $18M | 0.5% | 2025-Q4 stale |
| Fundamenta Capital S.A. new | 277,491 | $15M | 0.4% | 2025-Q4 stale |
| Varde Management, L.P. trimmed | 303,036 | $13M | 0.4% | 2025-Q2 stale |
| Y-Intercept (Hong Kong) Ltd added | 183,727 | $10M | 0.3% | 2025-Q4 stale |
| Wealth High Governance Capital Ltda new | 180,000 | $8M | 0.2% | 2025-Q3 stale |
| Monashee Investment Management LLC added | 135,000 | $6M | 0.2% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC trimmed | 127,288 | $6M | 0.2% | 2025-Q3 stale |
| BW Gestao de Investimentos Ltda. new | 120,000 | $5M | 0.2% | 2025-Q3 stale |
| Shellback Capital, LP new | 100,000 | $5M | 0.1% | 2025-Q3 stale |
| TUDOR INVESTMENT CORP ET AL | 80,936 | $4M | 0.1% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 63,748 | $3M | 0.1% | 2025-Q4 stale |
| Verition Fund Management LLC trimmed | 58,763 | $3M | 0.1% | 2025-Q4 stale |
| SCOGGIN MANAGEMENT LP trimmed | 75,000 | $3M | 0.1% | 2025-Q2 stale |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 55,572 | $3M | 0.1% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP new | 65,912 | $3M | 0.1% | 2025-Q3 stale |
| BARDIN HILL MANAGEMENT PARTNERS LP | 65,709 | $3M | 0.1% | 2025-Q3 stale |
| HEIGHTS CAPITAL MANAGEMENT, INC new | 50,000 | $2M | 0.1% | 2025-Q3 stale |
| Centiva Capital, LP added | 50,000 | $2M | 0.1% | 2025-Q3 stale |
| D. E. Shaw & Co., Inc. new | 55,160 | $2M | 0.1% | 2025-Q2 stale |
| Maven Securities LTD new | 40,000 | $2M | 0.1% | 2025-Q3 stale |
| Kiker Wealth Management, LLC added | 37,891 | $2M | 0.0% | 2025-Q3 stale |
| Fund 1 Investments, LLC new | 35,000 | $2M | 0.0% | 2025-Q3 stale |
| ABS Direct Equity Fund LLC new | 26,457 | $1M | 0.0% | 2025-Q4 stale |
| GSA CAPITAL PARTNERS LLP trimmed | 28,188 | $1M | 0.0% | 2025-Q3 stale |
| MIRABELLA FINANCIAL SERVICES LLP new | 22,500 | $1M | 0.0% | 2025-Q4 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.