LOAR Loar Holdings Inc
Loar Holdings Inc (LOAR) Institutional Ownership
What the institutions did with LOAR last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| WASATCH ADVISORS LP | 2.6M | 39.6% |
| DIMENSIONAL FUND ADVISORS LP | 1.0M | 15.4% |
| PRINCIPAL FINANCIAL GROUP INC | 827.4K | 12.5% |
| TimesSquare Capital Management, LLC | 767.2K | 11.5% |
| ONE Advisory Partners, LLC | 293.3K | 4.4% |
| Daiwa Securities Group Inc. | 203.4K | 3.1% |
| BURKETT FINANCIAL SERVICES, LLC | 118.0K | 1.8% |
| BROWN CAPITAL MANAGEMENT LLC | 105.4K | 1.6% |
| Prospera Financial Services Inc | 79.2K | 1.2% |
| Moody Aldrich Partners LLC | 68.7K | 1.0% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 43.6K | 0.7% |
| CITIGROUP INC | 39.0K | 0.6% |
| Achmea Investment Management B.V. | 36.9K | 0.6% |
| Thrive Wealth Management, LLC | 35.8K | 0.5% |
| Linden Thomas Advisory Services, LLC | 34.6K | 0.5% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 33.8K | 0.5% |
| Clearview Wealth Management LLC | 27.0K | 0.4% |
| B. Metzler seel. Sohn & Co. AG | 24.8K | 0.4% |
| Creative Planning | 20.4K | 0.3% |
| Renaissance Capital LLC | 16.6K | 0.3% |
| Oak Thistle LLC | 15.8K | 0.2% |
| State of New Jersey Common Pension Fund D | 15.8K | 0.2% |
| Jackson Creek Investment Advisors LLC | 15.8K | 0.2% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 14.2K | 0.2% |
| HUB Investment Partners, LLC | 12.6K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | New | 0 | 827.4K | +827.4K |
| WASATCH ADVISORS LP | Reduced | 3.2M | 2.6M | -610.2K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 864.6K | 1.0M | +159.5K |
| Capricorn Fund Managers Ltd | Sold Out | 72.0K | 0 | -72.0K |
| Achmea Investment Management B.V. | New | 0 | 36.9K | +36.9K |
| TimesSquare Capital Management, LLC | Reduced | 798.6K | 767.2K | -31.3K |
| BROWN CAPITAL MANAGEMENT LLC | Increased | 84.8K | 105.4K | +20.6K |
| Sterling Capital Management LLC | Reduced | 18.3K | 1.3K | -17.1K |
| State of New Jersey Common Pension Fund D | New | 0 | 15.8K | +15.8K |
| Jackson Creek Investment Advisors LLC | New | 0 | 15.8K | +15.8K |
| OPPENHEIMER ASSET MANAGEMENT INC. | Reduced | 58.2K | 43.6K | -14.6K |
| Oak Thistle LLC | Increased | 2.7K | 15.8K | +13.1K |
| HUB Investment Partners, LLC | New | 0 | 12.6K | +12.6K |
| B. Metzler seel. Sohn & Co. AG | Reduced | 36.2K | 24.8K | -11.3K |
| Symmetry Partners, LLC | New | 0 | 6.8K | +6.8K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 10.5K | 4.0K | -6.5K |
| ANCHYRA PARTNERS LLC | New | 0 | 6.1K | +6.1K |
| Renaissance Capital LLC | Reduced | 22.5K | 16.6K | -5.8K |
| Fifth Third Wealth Advisors LLC | New | 0 | 5.7K | +5.7K |
| Park Capital Management, LLC / WI | New | 0 | 5.2K | +5.2K |
| OpenArc Corporate Advisory, LLC | New | 0 | 5.1K | +5.1K |
| Inspire Investing, LLC | Sold Out | 4.8K | 0 | -4.8K |
| Commonwealth Financial Services, LLC | New | 0 | 4.5K | +4.5K |
| AXXCESS WEALTH MANAGEMENT, LLC | New | 0 | 4.4K | +4.4K |
| Farther Finance Advisors, LLC | Increased | 1.6K | 6.0K | +4.4K |
| SteelPeak Wealth, LLC | New | 0 | 4.3K | +4.3K |
| Yorktown Management & Research Co Inc | New | 0 | 4.3K | +4.3K |
| Cyndeo Wealth Partners, LLC | New | 0 | 4.2K | +4.2K |
| HUDSON EDGE INVESTMENT PARTNERS INC. | New | 0 | 3.9K | +3.9K |
| Paragon Advisors, LLC | New | 0 | 3.8K | +3.8K |
| Occidental Asset Management, LLC | New | 0 | 3.7K | +3.7K |
| SAX WEALTH ADVISORS, LLC | New | 0 | 3.5K | +3.5K |
| VestGen Advisors, LLC | New | 0 | 3.4K | +3.4K |
| XPONANCE LLC | Sold Out | 3.2K | 0 | -3.2K |
| Creative Planning | Increased | 17.6K | 20.4K | +2.9K |
| Associated Banc-Corp | Sold Out | 2.9K | 0 | -2.9K |
| CIBC Asset Management Inc | Sold Out | 2.8K | 0 | -2.8K |
| Moody Aldrich Partners LLC | Increased | 66.0K | 68.7K | +2.8K |
| Parallel Advisors, LLC | Increased | 392 | 3.1K | +2.7K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Increased | 11.7K | 14.2K | +2.5K |
| Prospera Financial Services Inc | Reduced | 81.7K | 79.2K | -2.5K |
| Fortitude Family Office, LLC | Increased | 10 | 2.2K | +2.2K |
| Atria Investments, Inc | Increased | 2.6K | 4.7K | +2.1K |
| CITIGROUP INC | Increased | 38.0K | 39.0K | +1.0K |
| DekaBank Deutsche Girozentrale | New | 0 | 812 | +812 |
| SIMPLEX TRADING, LLC | New | 0 | 778 | +778 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 3.6K | 4.4K | +756 |
| Ethic Inc. | Increased | 4.7K | 5.4K | +748 |
| BIRCH FINANCIAL GROUP, LLC | New | 0 | 636 | +636 |
| EverSource Wealth Advisors, LLC | Increased | 189 | 763 | +574 |
| B. Riley Wealth Advisors, Inc. | Reduced | 4.2K | 3.6K | -552 |
| State of Wyoming | Sold Out | 369 | 0 | -369 |
| STRS OHIO | Reduced | 929 | 605 | -324 |
| Linden Thomas Advisory Services, LLC | Increased | 34.3K | 34.6K | +283 |
| Versant Capital Management, Inc | New | 0 | 238 | +238 |
| GAMMA Investing LLC | Increased | 294 | 490 | +196 |
| ARIZONA STATE RETIREMENT SYSTEM | Increased | 9.0K | 9.2K | +184 |
| GK Wealth Management LLC | New | 0 | 150 | +150 |
| Atlantic Edge Private Wealth Management, LLC | Increased | 1.4K | 1.6K | +140 |
| Clark Wealth Partners | New | 0 | 137 | +137 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.