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. | 08/13/2026 | 32.05 M | $2.58 B | 0.00% | 34.23% |
| CAPITAL INTERNATIONAL INVESTORS | 08/12/2026 | 8.80 M | $709.68 M | -0.11% | 9.40% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 4.15 M | $334.40 M | 12.04% | 4.43% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 4.06 M | $327.55 M | 14.48% | 4.34% |
| WASATCH ADVISORS LP | 07/10/2026 | 3.24 M | $261.32 M | -7.62% | 3.46% |
| BAMCO INC /NY/ | 08/14/2026 | 2.52 M | $203.41 M | 6.64% | 2.70% |
| STATE STREET CORP | 08/07/2026 | 2.34 M | $188.37 M | -1.88% | 2.50% |
| BLACKROCK, INC. | 08/07/2026 | 2.20 M | $177.25 M | -9.14% | 2.35% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.98 M | $159.55 M | 8.48% | 2.11% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 1.77 M | $142.86 M | 5.72% | 1.89% |
| FEDERATED HERMES, INC. | 08/12/2026 | 1.62 M | $130.66 M | 5.69% | 1.73% |
| UBS GROUP AG | 08/13/2026 | 1.40 M | $112.79 M | -23.77% | 1.49% |
| MORGAN STANLEY | 08/13/2026 | 1.15 M | $92.84 M | 69.52% | 1.23% |
| JPMORGAN CHASE & CO | 08/12/2026 | 954.33 K | $76.26 M | -18.06% | 1.02% |
| INVESCO LTD. | 08/14/2026 | 883.39 K | $71.21 M | 92.95% | 0.94% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 864.60 K | $69.69 M | 15.69% | 0.92% |
| CAPITAL WORLD INVESTORS | 08/12/2026 | 831.85 K | $67.06 M | 6.27% | 0.89% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 08/07/2026 | 798.58 K | $64.37 M | -13.75% | 0.85% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 746.60 K | $60.18 M | 24.02% | 0.80% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 08/13/2026 | 737.57 K | $59.46 M | -11.81% | 0.79% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 729.33 K | $58.79 M | 36.18% | 0.78% |
| GENEVA CAPITAL MANAGEMENT LLC | 08/06/2026 | 719.09 K | $57.97 M | 8.60% | 0.77% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 707.40 K | $57.02 M | -24.20% | 0.76% |
| ONE MADISON GROUP LLC | 08/14/2026 | 690.00 K | $55.62 M | -0.72% | 0.74% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 658.17 K | $53.07 M | -7.50% | 0.70% |
| SPYGLASS CAPITAL MANAGEMENT LLC | 08/14/2026 | 611.66 K | $49.31 M | 4.71% | 0.65% |
| NORGES BANK | 08/12/2026 | 558.18 K | $44.99 M | 100.00% | 0.60% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 453.47 K | $36.55 M | 101.58% | 0.48% |
| FRED ALGER MANAGEMENT, LLC | 08/14/2026 | 446.60 K | $36.00 M | -23.12% | 0.48% |
| JUPITER TOPCO LLC | 08/14/2026 | 426.04 K | $34.34 M | 100.00% | 0.46% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 366.60 K | $29.55 M | 3.86% | 0.39% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 366.60 K | $29.55 M | 100.00% | 0.39% |
| GILDER GAGNON HOWE & CO LLC | 08/14/2026 | 366.26 K | $29.52 M | -16.92% | 0.39% |
| SELECT EQUITY GROUP, L.P. | 08/14/2026 | 339.98 K | $27.41 M | 66.95% | 0.36% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 08/14/2026 | 312.80 K | $25.21 M | -7.84% | 0.33% |
| ALYESKA INVESTMENT GROUP, L.P. | 08/14/2026 | 303.78 K | $24.49 M | -72.06% | 0.32% |
| ONE ADVISORY PARTNERS, LLC | 07/21/2026 | 293.32 K | $23.64 M | 0.00% | 0.31% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 263.76 K | $21.26 M | -2.65% | 0.28% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 08/14/2026 | 235.56 K | $18.99 M | 73.57% | 0.25% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 235.45 K | $18.98 M | 1.41% | 0.25% |
| LOOMIS SAYLES & CO L P | 08/14/2026 | 216.77 K | $17.47 M | -2.62% | 0.23% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 203.70 K | $16.42 M | 1,803.17% | 0.22% |
| DAIWA SECURITIES GROUP INC. | 07/31/2026 | 203.40 K | $16.40 M | 0.00% | 0.22% |
| ROYAL BANK OF CANADA | 08/14/2026 | 200.19 K | $16.14 M | 22.70% | 0.21% |
| ZIMMER PARTNERS, LP | 08/14/2026 | 200.00 K | $16.12 M | -65.07% | 0.21% |
| CERITY PARTNERS LLC | 08/14/2026 | 196.53 K | $15.84 M | -13.74% | 0.21% |
| NORTHERN TRUST CORP | 08/13/2026 | 190.95 K | $15.39 M | -1.13% | 0.20% |
| SEI INVESTMENTS CO | 08/14/2026 | 189.98 K | $15.31 M | -11.55% | 0.20% |
| OSTERWEIS CAPITAL MANAGEMENT INC | 08/14/2026 | 188.87 K | $15.22 M | 36.49% | 0.20% |
| CITADEL ADVISORS LLC | 08/14/2026 | 168.39 K | $13.57 M | -73.55% | 0.18% |
Loar Holdings Inc. institutional Ownership - FAQ's
During the previous two years, 339 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: 8.8 M
T. Rowe Price Investment Management, Inc.: 4.15 M
WELLINGTON MANAGEMENT GROUP LLP: 4.06 M
WASATCH ADVISORS LP: 3.24 M
BAMCO INC /NY/: 2.52 M
95.06% of Loar Holdings Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 93.80 M shares in the last 24 months. This purchase volume represents approximately $6.48 B in transactions.