Loar Holdings Inc.: which funds bought and sold
Institutions that bought and sold Loar shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 165 institutions that filed 13F reports for both quarters added to or opened positions in Loar, and 117 cut or closed them. Together they sold a net 1.3M shares, −1.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.5M shares (−2.3%); index fund managers were net sellers of 65K shares (−0.7%). 68 opened a new position and 34 sold out entirely.
Bought, Q2 2026 165 institutions, 68 of them new holders Sold, Q2 2026 117 institutions, 34 of them sold out
Net change, all compared −1.3M shares (−1.5%)
Net change, active managers −1.5M shares (−2.3%), 21 bought, 28 sold
Buyers versus sellers
165 bought 26 117 sold
Active managers and hedge funds 21 bought · 28 sold · −1.5M
Index fund managers 4 bought · 6 sold · −65K
Other institutions 140 bought · 83 sold · +268K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Wellington Management Group LLP Active manager | +514K +14.5% | 4.1M | $328M |
| Morgan Stanley | +472K +69.5% | 1.2M | $92.8M |
| T. Rowe Price Investment Management, Inc. Active manager | +446K +12.0% | 4.1M | $334M |
| Invesco Ltd. | +426K +93.0% | 883K | $71.2M |
| Bank Of America Corp | +229K +101.6% | 453K | $36.6M |
| Price T Rowe Associates Inc Active manager | +194K +36.2% | 729K | $58.8M |
| Raymond James Financial Inc | +193K +1803.2% | 204K | $16.4M |
| BAMCO Inc Active manager | +157K +6.6% | 2.5M | $203M |
| Vanguard Capital Management LLC Index funds | +155K +8.5% | 2.0M | $160M |
| Goldman Sachs Group Inc | +145K +24.0% | 747K | $60.2M |
| Jane Street Group, LLC | +138K New position | 138K | $11.1M |
| Select Equity Group, L.P. Active manager | +136K +67.0% | 340K | $27.4M |
| Dimensional Fund Advisors LP | +117K +15.7% | 865K | $69.7M |
| Nomura Asset Management International Inc. | +100K +73.6% | 236K | $19M |
| Vanguard Portfolio Management LLC Index funds | +96K +5.7% | 1.8M | $143M |
| Federated Hermes, Inc. Active manager | +87K +5.7% | 1.6M | $131M |
| Chilton Investment Co Inc. | +85K New position | 85K | $6.9M |
| HRT Financial LP | +76K New position | 76K | $6.1M |
| Squarepoint Ops LLC Hedge fund | +74K New position | 74K | $5.9M |
| First Manhattan Co. Llc. Active manager | +73K +100.9% | 145K | $11.7M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Wellington Management Group LLP Active manager | +514K +14.5% | 4.1M | $328M |
| T. Rowe Price Investment Management, Inc. Active manager | +446K +12.0% | 4.1M | $334M |
| Price T Rowe Associates Inc Active manager | +194K +36.2% | 729K | $58.8M |
| BAMCO Inc Active manager | +157K +6.6% | 2.5M | $203M |
| Select Equity Group, L.P. Active manager | +136K +67.0% | 340K | $27.4M |
| Federated Hermes, Inc. Active manager | +87K +5.7% | 1.6M | $131M |
| Squarepoint Ops LLC Hedge fund | +74K New position | 74K | $5.9M |
| First Manhattan Co. Llc. Active manager | +73K +100.9% | 145K | $11.7M |
| Franklin Resources Inc Active manager | +68K New position | 68K | $5.5M |
| Geneva Capital Management LLC Active manager | +57K +8.6% | 719K | $58M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Alyeska Investment Group, L.P. Hedge fund | −783K −72.1% | 304K | $24.5M |
| Voya Investment Management LLC | −545K −99.4% | 3,371 | $271,736 |
| Citadel Advisors LLC Hedge fund | −468K −73.6% | 168K | $13.6M |
| UBS Group AG | −436K −23.8% | 1.4M | $113M |
| Burkehill Global Management, LP Hedge fund | −400K Sold out | 0 | — |
| Zimmer Partners, LP Hedge fund | −373K −65.1% | 200K | $16.1M |
| Wasatch Advisors LP Active manager | −267K −7.6% | 3.2M | $261M |
| Bank Of New York Mellon Corp | −226K −24.2% | 707K | $57M |
| Blackrock, Inc. Index funds | −221K −9.1% | 2.2M | $177M |
| Barclays PLC | −217K −96.8% | 7,122 | $574,104 |
| Jpmorgan Chase & Co | −210K −18.1% | 954K | $76.3M |
| Jain Global LLC Hedge fund | −197K −68.4% | 91K | $7.4M |
| Segall Bryant & Hamill, LLC Active manager | −174K Sold out | 0 | — |
| Fred Alger Management, LLC Active manager | −134K −23.1% | 447K | $36M |
| Timessquare Capital Management, LLC | −127K −13.8% | 799K | $64.4M |
| First Trust Advisors LP | −111K −56.3% | 86K | $6.9M |
| Riverbridge Partners LLC Active manager | −105K −40.8% | 153K | $12.3M |
| Exoduspoint Capital Management, LP Hedge fund | −105K −87.8% | 15K | $1.2M |
| Ghisallo Capital Management LLC Hedge fund | −100K −50.0% | 100K | $8.1M |
| Artisan Partners Limited Partnership Active manager | −99K −11.8% | 738K | $59.5M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Alyeska Investment Group, L.P. Hedge fund | −783K −72.1% | 304K | $24.5M |
| Citadel Advisors LLC Hedge fund | −468K −73.6% | 168K | $13.6M |
| Burkehill Global Management, LP Hedge fund | −400K Sold out | 0 | — |
| Zimmer Partners, LP Hedge fund | −373K −65.1% | 200K | $16.1M |
| Wasatch Advisors LP Active manager | −267K −7.6% | 3.2M | $261M |
| Jain Global LLC Hedge fund | −197K −68.4% | 91K | $7.4M |
| Segall Bryant & Hamill, LLC Active manager | −174K Sold out | 0 | — |
| Fred Alger Management, LLC Active manager | −134K −23.1% | 447K | $36M |
| Riverbridge Partners LLC Active manager | −105K −40.8% | 153K | $12.3M |
| Exoduspoint Capital Management, LP Hedge fund | −105K −87.8% | 15K | $1.2M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Jane Street Group, LLC | 138K | $11.1M |
| Chilton Investment Co Inc. | 85K | $6.9M |
| HRT Financial LP | 76K | $6.1M |
| Squarepoint Ops LLCHedge fund | 74K | $5.9M |
| Franklin Resources IncActive manager | 68K | $5.5M |
| Aquatic Capital Management LLC | 50K | $4M |
| Longaeva Partners L.P. | 24K | $2M |
| Stifel Financial Corp | 22K | $1.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 22K | $1.8M |
| Winton Group LtdHedge fund | 19K | $1.5M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Burkehill Global Management, LPHedge fund | 400K | $22.9M |
| Segall Bryant & Hamill, LLCActive manager | 174K | $10M |
| Roubaix Capital, LLC | 92K | $5.3M |
| Congress Asset Management CoActive manager | 37K | $2.1M |
| Readystate Asset Management LP | 25K | $1.4M |
| Canada Pension Plan Investment Board | 23K | $1.3M |
| Numerai Gp LLC | 15K | $852,532 |
| Tidal Investments LLC | 14K | $773,419 |
| Centerbook Partners LPHedge fund | 8,947 | $512,574 |
| Drw Securities, LLC | 7,627 | $436,950 |
Who holds the shares
- Institutions reporting
- 280
- Ten largest holders
- 71.2% of 13F-reported shares
- Index fund managers
- 11.0% of 13F-reported shares
- Active managers and hedge funds
- 71.6% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 21 | 28 | 6 | 9 | −1.5M | −2.3% |
| Index fund managers | 4 | 6 | 0 | 0 | −65K | −0.7% |
| Other institutions | 140 | 83 | 62 | 25 | +268K | +1.9% |