Loar Holdings Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ABRAMS CAPITAL MANAGEMENT, L.P. | 05/14/2026 | 32.05 M | $1.84 B | 0.00% | 34.24% |
| CAPITAL INTERNATIONAL INVESTORS | 05/13/2026 | 8.81 M | $504.92 M | 22.09% | 9.42% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 3.70 M | $212.12 M | 46.14% | 3.96% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 3.55 M | $203.34 M | 227.37% | 3.79% |
| WASATCH ADVISORS LP | 04/21/2026 | 3.51 M | $201.03 M | 14.49% | 3.75% |
| BLACKROCK, INC. | 05/13/2026 | 2.42 M | $138.64 M | 0.20% | 2.59% |
| STATE STREET CORP | 05/15/2026 | 2.38 M | $136.44 M | 26.62% | 2.54% |
| BAMCO INC /NY/ | 05/15/2026 | 2.37 M | $135.57 M | 11.64% | 2.53% |
| UBS GROUP AG | 05/05/2026 | 1.84 M | $105.15 M | 43.75% | 1.96% |
| 05/15/2026 | 1.82 M | $104.52 M | 100.00% | 1.95% | |
| 05/08/2026 | 1.68 M | $96.04 M | 100.00% | 1.79% | |
| FEDERATED HERMES, INC. | 05/11/2026 | 1.53 M | $87.86 M | 0.00% | 1.64% |
| JPMORGAN CHASE & CO | 05/13/2026 | 1.16 M | $64.36 M | 102.20% | 1.24% |
| ALYESKA INVESTMENT GROUP, L.P. | 05/15/2026 | 1.09 M | $62.28 M | 67.82% | 1.16% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 933.22 K | $53.46 M | 837.06% | 1.00% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 05/07/2026 | 925.89 K | $53.04 M | 4.94% | 0.99% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 05/13/2026 | 836.38 K | $47.92 M | 50.57% | 0.89% |
| CAPITAL WORLD INVESTORS | 05/13/2026 | 782.77 K | $44.84 M | 30.46% | 0.84% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 747.35 K | $42.81 M | 17.42% | 0.80% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 711.56 K | $40.78 M | 2.32% | 0.76% |
| ONE MADISON GROUP LLC | 05/15/2026 | 695.00 K | $39.82 M | 1.02% | 0.74% |
| MORGAN STANLEY | 05/15/2026 | 679.39 K | $38.92 M | -0.87% | 0.73% |
| GENEVA CAPITAL MANAGEMENT LLC | 05/06/2026 | 662.12 K | $37.93 M | 84.91% | 0.71% |
| CITADEL ADVISORS LLC | 05/15/2026 | 636.70 K | $36.48 M | 132.65% | 0.68% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 602.00 K | $34.49 M | 1.54% | 0.64% |
| SPYGLASS CAPITAL MANAGEMENT LLC | 05/18/2026 | 584.13 K | $33.46 M | -35.39% | 0.62% |
| FRED ALGER MANAGEMENT, LLC | 05/15/2026 | 580.88 K | $33.28 M | -7.51% | 0.62% |
| ZIMMER PARTNERS, LP | 05/15/2026 | 572.50 K | $32.80 M | 108.18% | 0.61% |
| VOYA INVESTMENT MANAGEMENT LLC | 05/12/2026 | 548.64 K | $31.43 M | 4.51% | 0.59% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 535.58 K | $30.68 M | -50.57% | 0.57% |
| INVESCO LTD. | 05/12/2026 | 457.83 K | $26.23 M | 30.72% | 0.49% |
| GILDER GAGNON HOWE & CO LLC | 05/15/2026 | 440.87 K | $25.26 M | -5.57% | 0.47% |
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 411.90 K | $23.60 M | 53.97% | 0.44% |
| BURKEHILL GLOBAL MANAGEMENT, LP | 05/15/2026 | 400.00 K | $22.92 M | 0.00% | 0.43% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 352.99 K | $20.22 M | 4.51% | 0.38% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 05/15/2026 | 339.42 K | $19.45 M | 16.36% | 0.36% |
| ONE ADVISORY PARTNERS, LLC | 04/13/2026 | 293.32 K | $16.80 M | 0.00% | 0.31% |
| JAIN GLOBAL LLC | 05/15/2026 | 288.54 K | $16.53 M | 654.86% | 0.31% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 270.95 K | $15.52 M | 49.85% | 0.29% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 258.42 K | $14.80 M | -6.73% | 0.28% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 232.16 K | $13.30 M | 100.00% | 0.25% |
| CERITY PARTNERS LLC | 05/15/2026 | 227.84 K | $13.05 M | -5.98% | 0.24% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 224.95 K | $12.89 M | -58.82% | 0.24% |
| BARCLAYS PLC | 05/15/2026 | 224.24 K | $12.85 M | 17.89% | 0.24% |
| LOOMIS SAYLES & CO L P | 05/14/2026 | 222.61 K | $12.75 M | -2.54% | 0.24% |
| SEI INVESTMENTS CO | 05/13/2026 | 214.79 K | $12.31 M | 5.86% | 0.23% |
| SELECT EQUITY GROUP, L.P. | 05/15/2026 | 203.64 K | $11.67 M | 11.56% | 0.22% |
| DAIWA SECURITIES GROUP INC. | 05/13/2026 | 203.40 K | $11.65 M | 100.00% | 0.22% |
| GHISALLO CAPITAL MANAGEMENT LLC | 05/15/2026 | 200.00 K | $11.46 M | 0.00% | 0.21% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 196.84 K | $11.28 M | -10.08% | 0.21% |
Loar Holdings Inc. institutional Ownership - FAQ's
During the previous two years, 299 institutional investors and hedge funds held shares of Loar Holdings Inc.. The most heavily invested institutionals were:
ABRAMS CAPITAL MANAGEMENT, L.P.: 32.05 M
Capital International Investors: 8.81 M
T. Rowe Price Investment Management, Inc.: 3.7 M
WELLINGTON MANAGEMENT GROUP LLP: 3.55 M
WASATCH ADVISORS LP: 3.51 M
BlackRock, Inc.: 2.42 M
95.41% of Loar Holdings Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 90.78 M shares in the last 24 months. This purchase volume represents approximately $6.27 B in transactions.