Who owns Latham Group (SWIM)
Which tracked institutional funds hold SWIM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SWIM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
34 tracked funds added or opened SWIM while 12 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
SWIM’s largest tracked holder by dollar value, Pamplona Capital Management, LLC, sizes it at 92.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 92.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SWIM 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 2026-Q1 and 2026-Q2, across 133 tracked filers holding SWIM, 78 increased or opened the position and 69 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 SWIM between the 2026-Q1 and 2026-Q2 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
- Polar Asset Management Partners Inc.$4M
- Kennondale Capital Management LLC$2M
- AYAL Capital Advisors Ltd$726K
Full exits 5
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2M
- Voss Capital, LP$2M
- Round Rock Advisors LLC$884K
- Man Group plc$778K
- VARCOV Co.$515K
Largest adds
- Pamplona Capital Management, LLC$57M
- WELLINGTON MANAGEMENT GROUP LLP$25M
- ACK Asset Management LLC$9M
- FMR LLC$8M
- DIMENSIONAL FUND ADVISORS LP$6M
- BlackRock, Inc.$6M
Largest trims
- EMERALD ADVISERS, LLC$5M
- Ewing Morris & Co. Investment Partners Ltd.$2M
- EMERALD MUTUAL FUND ADVISERS TRUST$1M
- MORGAN STANLEY$662K
- D. E. Shaw & Co., Inc.$540K
- JPMORGAN CHASE & CO$469K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Pamplona Capital Management, LLC | 51,845,685 | $335M | 47.6% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 11,364,049 | $74M | 10.4% | 2026-Q2 |
| ACK Asset Management LLC added | 5,660,000 | $37M | 5.2% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 4,092,908 | $26M | 3.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 3,791,852 | $25M | 3.5% | 2026-Q2 |
| BlackRock, Inc. added | 3,637,085 | $24M | 3.3% | 2026-Q2 |
| FMR LLC added | 3,340,116 | $22M | 3.1% | 2026-Q2 |
| WASATCH ADVISORS LP trimmed | 2,524,359 | $16M | 2.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 2,244,614 | $15M | 2.1% | 2026-Q2 |
| FORMULA GROWTH LTD added | 1,375,082 | $9M | 1.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,338,354 | $9M | 1.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,303,746 | $8M | 1.2% | 2026-Q2 |
| Onex Canada Asset Management Inc. added | 1,172,434 | $8M | 1.1% | 2026-Q2 |
| STATE STREET CORP added | 1,066,158 | $7M | 1.0% | 2026-Q2 |
| CAS Investment Partners, LLC trimmed | 922,639 | $6M | 0.8% | 2026-Q2 |
| CenterBook Partners LP added | 878,650 | $6M | 0.8% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 872,522 | $6M | 0.8% | 2026-Q2 |
| Roubaix Capital, LLC added | 812,601 | $5M | 0.7% | 2026-Q2 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 747,843 | $5M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 595,323 | $4M | 0.5% | 2026-Q2 |
| Squarepoint Ops LLC added | 574,790 | $4M | 0.5% | 2026-Q2 |
| Polar Asset Management Partners Inc. new | 558,700 | $4M | 0.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 529,204 | $3M | 0.5% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 506,775 | $3M | 0.5% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 452,900 | $3M | 0.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 436,136 | $3M | 0.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 419,078 | $3M | 0.4% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST trimmed | 351,654 | $2M | 0.3% | 2026-Q2 |
| BloombergSen Inc. added | 329,187 | $2M | 0.3% | 2026-Q2 |
| Kennondale Capital Management LLC new | 322,229 | $2M | 0.3% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 316,640 | $2M | 0.3% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 297,733 | $2M | 0.3% | 2026-Q2 |
| UBS Group AG added | 227,040 | $1M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 212,630 | $1M | 0.2% | 2026-Q2 |
| Ewing Morris & Co. Investment Partners Ltd. trimmed | 211,459 | $1M | 0.2% | 2026-Q2 |
| AdviceOne Advisory Services, LLC | 184,148 | $1M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 151,073 | $977K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 149,503 | $967K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 144,685 | $936K | 0.1% | 2026-Q2 |
| Nuveen, LLC added | 123,637 | $800K | 0.1% | 2026-Q2 |
| Cullen Capital Management, LLC added | 123,530 | $799K | 0.1% | 2026-Q2 |
| AYAL Capital Advisors Ltd trimmed | 112,188 | $726K | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 110,566 | $715K | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 103,028 | $667K | 0.1% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 100,972 | $653K | 0.1% | 2026-Q2 |
| Empowered Funds, LLC | 100,972 | $653K | 0.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 97,709 | $632K | 0.1% | 2026-Q2 |
| Swiss National Bank added | 93,900 | $608K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 91,853 | $594K | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 87,493 | $566K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 84,802 | $549K | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 83,807 | $542K | 0.1% | 2026-Q2 |
| EMERALD ADVISERS, LLC trimmed | 83,582 | $541K | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 78,644 | $509K | 0.1% | 2026-Q2 |
| ELCO Management Co., LLC added | 78,343 | $507K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 70,064 | $376K | 0.1% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 63,152 | $409K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 62,852 | $407K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 62,050 | $401K | 0.1% | 2026-Q2 |
| FOX RUN MANAGEMENT, L.L.C. new | 58,290 | $377K | 0.1% | 2026-Q2 |
| Quantbot Technologies LP added | 54,904 | $355K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 50,907 | $329K | 0.0% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 50,537 | $327K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 45,167 | $292K | 0.0% | 2026-Q2 |
| Cornerstone Investment Partners, LLC added | 44,234 | $286K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 43,384 | $281K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 39,556 | $256K | 0.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 39,041 | $253K | 0.0% | 2026-Q2 |
| Gem Investment Advisors, LLC trimmed | 37,338 | $242K | 0.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 35,349 | $229K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 34,305 | $222K | 0.0% | 2026-Q2 |
| MetLife Investment Management, LLC added | 34,192 | $221K | 0.0% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 30,715 | $199K | 0.0% | 2026-Q2 |
| CITIGROUP INC trimmed | 29,838 | $193K | 0.0% | 2026-Q2 |
| Aquatic Capital Management LLC added | 27,483 | $178K | 0.0% | 2026-Q2 |
| Walleye Capital LLC trimmed | 26,830 | $174K | 0.0% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 25,702 | $166K | 0.0% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 24,705 | $160K | 0.0% | 2026-Q2 |
| Creative Planning added | 23,974 | $155K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 23,753 | $154K | 0.0% | 2026-Q2 |
| Jupiter Topco LLC new | 23,563 | $153K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 22,165 | $142K | 0.0% | 2026-Q2 |
| Plancorp, LLC new | 21,814 | $129K | 0.0% | 2026-Q2 |
| Modern Wealth Management, LLC added | 21,288 | $138K | 0.0% | 2026-Q2 |
| MQS Management LLC added | 19,117 | $124K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 18,838 | $122K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 18,145 | $117K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 17,842 | $115K | 0.0% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 16,500 | $107K | 0.0% | 2026-Q2 |
| Brookwood Investment Group LLC new | 16,000 | $104K | 0.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 15,770 | $102K | 0.0% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 15,506 | $100K | 0.0% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. | 13,059 | $84K | 0.0% | 2026-Q2 |
| ARIZONA STATE RETIREMENT SYSTEM added | 12,909 | $84K | 0.0% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 12,487 | $81K | 0.0% | 2026-Q2 |
| Centiva Capital, LP trimmed | 12,053 | $78K | 0.0% | 2026-Q2 |
| State of Wyoming added | 11,517 | $75K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 11,328 | $73K | 0.0% | 2026-Q2 |
| WINTON GROUP Ltd new | 11,100 | $72K | 0.0% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 11,063 | $72K | 0.0% | 2026-Q2 |
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.