LGL — LGL GROUP INC
As of Q2 2026, 7 SEC-registered investment managers reported holding LGL (LGL GROUP INC) in their latest 13F filings, with a combined reported value of $2.09M across 302.71K shares. That is +27.2% by share count (+64.75K shares) versus the previous quarter, while reported value moved +26.5%. Ownership is concentrated: the five largest holders account for 99.3% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 4 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
LGL is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Renaissance Technologies history | 169.49K | $1.17M | 0.00% | Add |
| Geode Capital Management history | 77.87K | $538.27K | 0.00% | Add |
| Citadel Advisors history | 25.37K | $175.29K | 0.00% | Add |
| Millennium Management history | 14.32K | $98.94K | 0.00% | New |
| BlackRock Inc history | 13.52K | $93.40K | 0.00% | Add |
| Morgan Stanley history | 1.49K | $10.28K | 0.00% | Reduce |
| UBS Group AG history | 663 | $4.58K | 0.00% | New |
Q1 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Renaissance Technologies history | 166.59K | $1.16M | 0.00% | Add |
| Geode Capital Management history | 38.27K | $266.10K | 0.00% | Add |
| Citadel Advisors history | 20.26K | $140.79K | 0.00% | New |
| BlackRock Inc history | 8.40K | $58.36K | 0.00% | Reduce |
| Morgan Stanley history | 4.44K | $30.87K | 0.00% | Reduce |
Q4 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Renaissance Technologies history | 160.82K | $924.72K | 0.00% | Reduce |
| Vanguard Group history | 135.68K | $780.14K | 0.00% | Hold |
| Geode Capital Management history | 37.96K | $218.33K | 0.00% | Add |
| BlackRock Inc history | 9.29K | $53.39K | 0.00% | Add |
| Morgan Stanley history | 5.44K | $31.29K | 0.00% | Reduce |
| Bank of America Corp history | 4.01K | $23.07K | 0.00% | Hold |
| UBS Group AG history | 174 | $1.00K | 0.00% | New |
Q3 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Renaissance Technologies history | 167.02K | $1.11M | 0.00% | Add |
| Vanguard Group history | 135.20K | $902.05K | 0.00% | Hold |
| Geode Capital Management history | 36.63K | $244.48K | 0.00% | Add |
| Citadel Advisors history | 13.52K | $90.17K | 0.00% | New |
| BlackRock Inc history | 8.91K | $59.43K | 0.00% | Add |
| Morgan Stanley history | 7.92K | $52.87K | 0.00% | Add |
| Bank of America Corp history | 4.02K | $26.84K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 7 | $47 | 0.00% | Hold |
Q2 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Renaissance Technologies history | 165.32K | $1.26M | 0.00% | Reduce |
| Vanguard Group history | 135.20K | $1.03M | 0.00% | Add |
| Geode Capital Management history | 32.94K | $251.11K | 0.00% | Hold |
| BlackRock Inc history | 8.65K | $65.95K | 0.00% | Add |
| Morgan Stanley history | 5.78K | $44.05K | 0.00% | Hold |
| Bank of America Corp history | 4.06K | $30.91K | 0.00% | Add |
| UBS Group AG history | 674 | $5.14K | 0.00% | Add |
| JPMorgan Chase & Co history | 7 | $53 | 0.00% | Reduce |
Q1 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Renaissance Technologies history | 170.82K | $1.12M | 0.00% | Reduce |
| Vanguard Group history | 125.40K | $818.86K | 0.00% | Add |
| Geode Capital Management history | 32.86K | $214.68K | 0.00% | Add |
| BlackRock Inc history | 6.74K | $43.98K | 0.00% | Reduce |
| Morgan Stanley history | 5.78K | $37.75K | 0.00% | Add |
| Bank of America Corp history | 4.03K | $26.34K | 0.00% | Hold |
| UBS Group AG history | 174 | $1.14K | 0.00% | New |
| JPMorgan Chase & Co history | 8 | $52 | 0.00% | Reduce |
New Positions (Q2 2026)
- Millennium Management 14.32K sh · $98.94K
- UBS Group AG 663 sh · $4.58K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 12 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Renaissance Technologies | 169.49K | 166.59K | 160.82K | 167.02K | 165.32K | 170.82K | 171.82K | 177.72K | 183.73K | 190.93K | 193.73K | 192.23K | 195.83K | 200.23K | 213.83K | 235.83K | 236.73K | 239.23K | 254.23K | 261.63K |
| Geode Capital Management | 77.87K | 38.27K | 37.96K | 36.63K | 32.94K | 32.86K | 28.72K | 28.72K | 26.12K | 23.18K | 23.18K | 23.18K | 16.01K | 16.01K | 16.01K | 16.05K | 10.78K | — | — | — |
| Citadel Advisors | 25.37K | 20.26K | — | 13.52K | — | — | — | — | — | — | — | — | — | — | 10.49K | — | — | — | — | — |
| Millennium Management | 14.32K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BlackRock Inc | 13.52K | 8.40K | 9.29K | 8.91K | 8.65K | 6.74K | 6.86K | 6.82K | — | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 1.49K | 4.44K | 5.44K | 7.92K | 5.78K | 5.78K | 300 | 191 | 261 | 479 | 479 | 361 | 361 | 1.86K | 1.86K | 4.84K | 1.44K | 1.44K | 1.44K | 1.44K |
| UBS Group AG | 663 | — | 174 | — | 674 | 174 | — | 745 | 1.93K | — | — | — | 364 | 1.59K | — | — | 683 | — | 43 | — |
| JPMorgan Chase & Co | — | — | — | 7 | 7 | 8 | 9 | 9 | 8 | 8 | 7 | 4 | — | — | — | — | — | — | — | — |
| Bank of America Corp | — | — | 4.01K | 4.02K | 4.06K | 4.03K | 4.03K | 4.05K | 4.03K | 4.01K | 4.00K | 4.00K | 4.00K | 4.00K | 4.01K | 4.00K | 6.29K | 6.29K | 6.30K | 6.31K |
| Vanguard Group | — | — | 135.68K | 135.20K | 135.20K | 125.40K | 105.79K | 109.01K | 105.48K | 98.17K | 91.79K | 91.69K | 91.69K | 91.69K | 93.93K | 93.89K | 77.32K | 76.86K | 76.86K | 72.35K |
| Northern Trust Corp | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 27.35K |
| Wells Fargo & Co | — | — | — | — | — | — | — | — | — | 31 | 30 | 29 | 27 | 26 | 25 | 25 | 26 | 24 | 23 | 23 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details