LOAR — LOAR HOLDINGS INC
Reported value held$1.83B
Funds holding (latest)45
SectorIndustrials
Funds holding (Q2 2026)30
Institutional value$1.49B · 19.22M sh
New / Add / Cut / Exit3 / 12 / 14 / 2
Top-5 / Top-10 concentration61.3% / 83.6%
Institutional holdings change
Accumulating +10.6%
(+1.84M sh)
Institutional value change
Up +54.4%
As of Q2 2026, 30 SEC-registered investment managers reported holding LOAR (LOAR HOLDINGS INC) in their latest 13F filings, with a combined reported value of $1.49B across 19.22M shares. That is +10.6% by share count (+1.84M shares) versus the previous quarter, while reported value moved +54.4%. Ownership is concentrated: the five largest holders account for 61.3% of reported value and the top ten for 83.6%.
Compared with the prior quarter, 3 opened new positions, 12 added to existing stakes, 14 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
LOAR is classified in the Industrials 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 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wellington Management Group history | 4.06M | $327.55M | 0.06% | Add |
| Baron Funds history | 2.52M | $203.41M | 0.49% | Add |
| BlackRock Inc history | 2.20M | $177.25M | 0.00% | Reduce |
| UBS Group AG history | 1.40M | $112.79M | 0.01% | Reduce |
| Morgan Stanley history | 1.15M | $92.84M | 0.01% | Add |
| JPMorgan Chase & Co history | 954.33K | $76.26M | 0.01% | New |
| Invesco Ltd history | 883.39K | $71.21M | 0.01% | Add |
| Capital World Investors history | 831.85K | $67.06M | 0.01% | Add |
| Goldman Sachs Group history | 746.60K | $60.18M | 0.01% | Add |
| BNY Mellon history | 707.40K | $57.02M | 0.01% | Reduce |
| Geode Capital Management history | 658.17K | $53.07M | 0.00% | Reduce |
| Norges Bank Investment Management history | 558.18K | $44.99M | 0.00% | Reduce |
| Bank of America Corp history | 453.47K | $36.55M | 0.00% | Add |
| Charles Schwab Investment Management history | 366.60K | $29.55M | 0.00% | Add |
| Citadel Advisors history | 297.59K | $23.99M | 0.00% | Reduce |
| Northern Trust Corp history | 190.95K | $15.39M | 0.00% | Reduce |
| Millennium Management history | 117.94K | $9.51M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 99.41K | $8.01M | 0.00% | Reduce |
| Franklin Resources history | 67.71K | $5.46M | 0.00% | New |
| Wells Fargo & Co history | 44.58K | $3.59M | 0.00% | Add |
| Marshall Wace history | 38.13K | $3.07M | 0.00% | Reduce |
| Citigroup Inc history | 38.01K | $3.06M | 0.00% | Reduce |
| Legal & General Investment Management America history | 29.14K | $2.35M | 0.00% | Reduce |
| Manulife Financial history | 25.82K | $2.08M | 0.00% | Add |
| Renaissance Technologies history | 21.80K | $1.76M | 0.00% | Reduce |
| AQR Capital Management history | 14.80K | $1.19M | 0.00% | New |
| D. E. Shaw & Co history | 8.83K | $711.79K | 0.00% | Hold |
| Deutsche Bank AG history | 2.35K | $189.03K | 0.00% | Reduce |
| PNC Financial Services history | 1.15K | $92.54K | 0.00% | Add |
| T. Rowe Price Associates history | 729.33K | $58.79K | 0.01% | Add |
Q1 2026 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wellington Management Group history | 3.55M | $203.34M | 0.04% | Add |
| BlackRock Inc history | 2.42M | $138.64M | 0.00% | Hold |
| Baron Funds history | 2.37M | $135.57M | 0.41% | Add |
| UBS Group AG history | 1.84M | $105.15M | 0.02% | Add |
| BNY Mellon history | 933.22K | $53.46M | 0.01% | Add |
| Capital World Investors history | 782.77K | $44.84M | 0.01% | Add |
| Geode Capital Management history | 711.56K | $40.78M | 0.00% | Add |
| Citadel Advisors history | 691.40K | $39.61M | 0.01% | Add |
| Morgan Stanley history | 679.39K | $38.92M | 0.00% | Reduce |
| Goldman Sachs Group history | 602.00K | $34.49M | 0.00% | Add |
| Invesco Ltd history | 457.83K | $26.23M | 0.00% | Add |
| Janus Henderson Group history | 411.90K | $23.60M | 0.01% | Add |
| Charles Schwab Investment Management history | 352.99K | $20.22M | 0.00% | Add |
| Bank of America Corp history | 224.95K | $12.89M | 0.00% | Reduce |
| Northern Trust Corp history | 193.13K | $11.06M | 0.00% | Reduce |
| Millennium Management history | 167.96K | $9.62M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 122.92K | $7.04M | 0.00% | Reduce |
| Marshall Wace history | 82.99K | $4.75M | 0.01% | Add |
| Legal & General Investment Management America history | 69.54K | $3.98M | 0.00% | Add |
| Citigroup Inc history | 57.61K | $3.30M | 0.00% | Reduce |
| Renaissance Technologies history | 55.10K | $3.16M | 0.01% | Reduce |
| CPP Investments history | 23.40K | $1.34M | 0.00% | Add |
| Manulife Financial history | 23.25K | $1.33M | 0.00% | Add |
| Wells Fargo & Co history | 19.89K | $1.14M | 0.00% | Reduce |
| D. E. Shaw & Co history | 8.81K | $504.67K | 0.00% | Hold |
| Deutsche Bank AG history | 2.56K | $146.43K | 0.00% | Add |
| PNC Financial Services history | 857 | $49.10K | 0.00% | Add |
| T. Rowe Price Associates history | 535.58K | $30.68K | 0.00% | Reduce |
Q4 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.73M | $253.34M | 0.00% | Reduce |
| BlackRock Inc history | 2.42M | $164.24M | 0.00% | Reduce |
| Baron Funds history | 2.12M | $144.13M | 0.39% | Add |
| UBS Group AG history | 1.28M | $86.82M | 0.01% | Add |
| Wellington Management Group history | 1.08M | $73.72M | 0.01% | Add |
| Geode Capital Management history | 695.42K | $47.30M | 0.00% | Add |
| Morgan Stanley history | 685.32K | $46.60M | 0.00% | Add |
| Norges Bank Investment Management history | 677.25K | $46.05M | 0.01% | Reduce |
| Capital World Investors history | 600.00K | $40.80M | 0.01% | Hold |
| Goldman Sachs Group history | 592.85K | $40.31M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 576.02K | $39.17M | 0.01% | Add |
| Bank of America Corp history | 546.29K | $37.15M | 0.00% | Add |
| Invesco Ltd history | 350.23K | $23.82M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 337.76K | $22.97M | 0.00% | Add |
| Citadel Advisors history | 292.87K | $19.92M | 0.00% | Add |
| Janus Henderson Group history | 267.52K | $18.19M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 214.81K | $14.61M | 0.00% | Reduce |
| Northern Trust Corp history | 198.50K | $13.50M | 0.00% | Add |
| BNY Mellon history | 99.59K | $6.77M | 0.00% | Add |
| Renaissance Technologies history | 88.60K | $6.02M | 0.01% | New |
| Marshall Wace history | 80.58K | $5.48M | 0.01% | Reduce |
| Citigroup Inc history | 72.53K | $4.93M | 0.00% | Reduce |
| Balyasny Asset Management history | 47.29K | $3.22M | 0.00% | Add |
| Legal & General Investment Management America history | 46.76K | $3.18M | 0.00% | Hold |
| Two Sigma Investments history | 40.52K | $2.76M | 0.00% | Reduce |
| Manulife Financial history | 22.68K | $1.54M | 0.00% | Add |
| Wells Fargo & Co history | 22.11K | $1.50M | 0.00% | Reduce |
| CPP Investments history | 12.00K | $816.00K | 0.00% | New |
| Millennium Management history | 11.54K | $784.99K | 0.00% | Reduce |
| D. E. Shaw & Co history | 8.80K | $598.47K | 0.00% | New |
| Deutsche Bank AG history | 2.32K | $157.76K | 0.00% | Hold |
| T. Rowe Price Associates history | 1.08M | $73.68K | 0.01% | Add |
| PNC Financial Services history | 770 | $52.36K | 0.00% | Reduce |
Q3 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.79M | $302.96M | 0.01% | Reduce |
| BlackRock Inc history | 3.40M | $271.74M | 0.01% | Add |
| Baron Funds history | 1.81M | $144.73M | 0.39% | Add |
| Goldman Sachs Group history | 731.08K | $58.49M | 0.01% | Add |
| Geode Capital Management history | 677.34K | $54.20M | 0.00% | Add |
| Invesco Ltd history | 627.40K | $50.19M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 622.12K | $49.77M | 0.00% | Reduce |
| Capital World Investors history | 600.00K | $48.00M | 0.01% | Hold |
| Morgan Stanley history | 551.03K | $44.08M | 0.00% | Add |
| JPMorgan Chase & Co history | 513.32K | $41.07M | 0.01% | Add |
| Wellington Management Group history | 496.68K | $39.73M | 0.01% | New |
| Bank of America Corp history | 395.41K | $31.63M | 0.00% | Reduce |
| UBS Group AG history | 348.87K | $27.91M | 0.00% | Add |
| Charles Schwab Investment Management history | 331.87K | $26.55M | 0.00% | Add |
| Janus Henderson Group history | 278.29K | $22.26M | 0.01% | Reduce |
| Marshall Wace history | 272.43K | $21.79M | 0.02% | Reduce |
| Northern Trust Corp history | 172.34K | $13.79M | 0.00% | Add |
| Franklin Resources history | 127.88K | $10.23M | 0.00% | Add |
| Millennium Management history | 121.43K | $9.71M | 0.00% | Add |
| BNY Mellon history | 97.48K | $7.80M | 0.00% | Reduce |
| Two Sigma Investments history | 81.73K | $6.54M | 0.01% | Add |
| Citigroup Inc history | 73.10K | $5.85M | 0.00% | Add |
| Citadel Advisors history | 69.79K | $5.58M | 0.00% | Reduce |
| Legal & General Investment Management America history | 46.57K | $3.73M | 0.00% | Add |
| Wells Fargo & Co history | 24.97K | $2.00M | 0.00% | Add |
| Manulife Financial history | 21.81K | $1.75M | 0.00% | Add |
| Balyasny Asset Management history | 17.46K | $1.40M | 0.00% | Reduce |
| Prudential Financial history | 2.87K | $229.60K | 0.00% | Add |
| Deutsche Bank AG history | 2.33K | $186.32K | 0.00% | Add |
| T. Rowe Price Associates history | 1.08M | $86.02K | 0.01% | Add |
| PNC Financial Services history | 774 | $61.92K | 0.00% | Add |
Q2 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 4.02M | $345.99M | 0.01% | Add |
| BlackRock Inc history | 3.06M | $263.42M | 0.01% | Add |
| Marshall Wace history | 1.39M | $119.46M | 0.14% | Add |
| Invesco Ltd history | 1.22M | $104.70M | 0.02% | Add |
| Citadel Advisors history | 951.85K | $82.02M | 0.01% | Add |
| Norges Bank Investment Management history | 835.82K | $72.02M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 828.12K | $71.36M | 0.00% | Add |
| Baron Funds history | 682.07K | $58.77M | 0.16% | Add |
| Balyasny Asset Management history | 668.52K | $57.61M | 0.09% | New |
| Goldman Sachs Group history | 617.09K | $53.17M | 0.01% | Add |
| Capital World Investors history | 600.00K | $51.70M | 0.01% | Hold |
| Geode Capital Management history | 557.37K | $48.04M | 0.00% | Add |
| Bank of America Corp history | 455.66K | $39.26M | 0.00% | Add |
| Morgan Stanley history | 323.43K | $27.87M | 0.00% | Add |
| JPMorgan Chase & Co history | 298.35K | $25.71M | 0.00% | Reduce |
| Janus Henderson Group history | 284.44K | $24.51M | 0.01% | Add |
| UBS Group AG history | 268.50K | $23.14M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 250.43K | $21.58M | 0.00% | Add |
| Soros Fund Management history | 172.56K | $14.87M | 0.21% | Reduce |
| Northern Trust Corp history | 156.13K | $13.45M | 0.00% | Add |
| Millennium Management history | 120.03K | $10.34M | 0.01% | New |
| BNY Mellon history | 100.53K | $8.66M | 0.00% | Add |
| Franklin Resources history | 98.91K | $8.52M | 0.00% | Reduce |
| Legal & General Investment Management America history | 46.12K | $3.97M | 0.00% | Add |
| Citigroup Inc history | 41.65K | $3.59M | 0.00% | Add |
| D. E. Shaw & Co history | 28.60K | $2.46M | 0.00% | New |
| Renaissance Technologies history | 28.40K | $2.45M | 0.00% | Add |
| Two Sigma Investments history | 24.89K | $2.14M | 0.00% | New |
| Manulife Financial history | 19.50K | $1.68M | 0.00% | Reduce |
| Wells Fargo & Co history | 17.05K | $1.47M | 0.00% | Add |
| AQR Capital Management history | 8.77K | $755.28K | 0.00% | New |
| Prudential Financial history | 2.84K | $244.72K | 0.00% | New |
| Deutsche Bank AG history | 2.08K | $179.06K | 0.00% | Add |
| T. Rowe Price Associates history | 818.92K | $70.57K | 0.01% | Add |
| PNC Financial Services history | 348 | $29.99K | 0.00% | Add |
Q1 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 2.74M | $193.24M | 0.00% | Add |
| BlackRock Inc history | 1.47M | $104.09M | 0.00% | Add |
| Invesco Ltd history | 1.18M | $83.32M | 0.02% | Add |
| UBS Group AG history | 606.93K | $42.88M | 0.01% | Add |
| Capital World Investors history | 600.00K | $42.39M | 0.01% | Hold |
| Goldman Sachs Group history | 538.59K | $38.05M | 0.01% | Add |
| JPMorgan Chase & Co history | 508.41K | $35.92M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 506.40K | $35.78M | 0.00% | Add |
| Geode Capital Management history | 390.60K | $27.60M | 0.00% | Add |
| Baron Funds history | 339.56K | $23.99M | 0.07% | Add |
| Morgan Stanley history | 303.11K | $21.41M | 0.00% | Reduce |
| Janus Henderson Group history | 278.94K | $18.40M | 0.01% | Reduce |
| Soros Fund Management history | 196.36K | $13.87M | 0.24% | Reduce |
| Franklin Resources history | 191.07K | $13.50M | 0.00% | Hold |
| Charles Schwab Investment Management history | 164.10K | $11.59M | 0.00% | Hold |
| Northern Trust Corp history | 117.19K | $8.28M | 0.00% | Add |
| BNY Mellon history | 87.62K | $6.19M | 0.00% | Add |
| Capital Research Global Investors history | 70.46K | $4.98M | 0.00% | Reduce |
| Bank of America Corp history | 69.74K | $4.93M | 0.00% | Add |
| Marshall Wace history | 62.88K | $4.44M | 0.01% | New |
| Citadel Advisors history | 28.01K | $1.98M | 0.00% | Reduce |
| Legal & General Investment Management America history | 27.53K | $1.94M | 0.00% | Add |
| Arrowstreet Capital history | 23.98K | $1.69M | 0.00% | Add |
| Manulife Financial history | 20.65K | $1.46M | 0.00% | Add |
| Citigroup Inc history | 19.45K | $1.37M | 0.00% | Add |
| Wells Fargo & Co history | 14.26K | $1.01M | 0.00% | Add |
| Renaissance Technologies history | 3.70K | $261.40K | 0.00% | New |
| T. Rowe Price Associates history | 781.08K | $55.19K | 0.01% | Reduce |
| Deutsche Bank AG history | 108 | $7.63K | 0.00% | Reduce |
| PNC Financial Services history | 71 | $5.02K | 0.00% | Add |
| Amundi US history | 3 | $227 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 954.33K sh · $76.26M
- Franklin Resources 67.71K sh · $5.46M
- AQR Capital Management 14.80K sh · $1.19M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 411.90K sh · $23.60M
- CPP Investments sold 23.40K sh · $1.34M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Wellington Management Group | 4.06M | 3.55M | 1.08M | 496.68K | — | — | — | — | 33.68K |
| Baron Funds | 2.52M | 2.37M | 2.12M | 1.81M | 682.07K | 339.56K | 136.56K | 75.80K | 300.00K |
| BlackRock Inc | 2.20M | 2.42M | 2.42M | 3.40M | 3.06M | 1.47M | 1.35M | 642.48K | — |
| UBS Group AG | 1.40M | 1.84M | 1.28M | 348.87K | 268.50K | 606.93K | 10.35K | 1.14K | 1.31K |
| Morgan Stanley | 1.15M | 679.39K | 685.32K | 551.03K | 323.43K | 303.11K | 862.52K | 165.20K | 88.65K |
| JPMorgan Chase & Co | 954.33K | — | 576.02K | 513.32K | 298.35K | 508.41K | 427.01K | 282.99K | 323.78K |
| Invesco Ltd | 883.39K | 457.83K | 350.23K | 627.40K | 1.22M | 1.18M | 851.50K | 644.24K | 309.65K |
| Capital World Investors | 831.85K | 782.77K | 600.00K | 600.00K | 600.00K | 600.00K | 600.00K | 600.00K | 600.00K |
| Goldman Sachs Group | 746.60K | 602.00K | 592.85K | 731.08K | 617.09K | 538.59K | 488.96K | 386.89K | — |
| BNY Mellon | 707.40K | 933.22K | 99.59K | 97.48K | 100.53K | 87.62K | 83.19K | 26.82K | 8.22K |
| Geode Capital Management | 658.17K | 711.56K | 695.42K | 677.34K | 557.37K | 390.60K | 340.49K | 175.57K | 173.02K |
| Norges Bank Investment Management | 558.18K | — | 677.25K | — | 835.82K | — | 410.32K | — | 12.00K |
| Bank of America Corp | 453.47K | 224.95K | 546.29K | 395.41K | 455.66K | 69.74K | 40.74K | 22.24K | 22.19K |
| Charles Schwab Investment Management | 366.60K | 352.99K | 337.76K | 331.87K | 250.43K | 164.10K | 164.88K | 106.90K | 70.20K |
| Citadel Advisors | 297.59K | 691.40K | 292.87K | 69.79K | 951.85K | 28.01K | 196.21K | 11.00K | 312.90K |
| Northern Trust Corp | 190.95K | 193.13K | 198.50K | 172.34K | 156.13K | 117.19K | 100.58K | 43.26K | 26.68K |
| Millennium Management | 117.94K | 167.96K | 11.54K | 121.43K | 120.03K | — | — | — | — |
| Fidelity Management & Research (FMR) | 99.41K | 122.92K | 214.81K | 622.12K | 828.12K | 506.40K | 480.50K | 486.10K | 631.94K |
| Franklin Resources | 67.71K | — | — | 127.88K | 98.91K | 191.07K | 190.82K | 188.77K | 138.80K |
| Wells Fargo & Co | 44.58K | 19.89K | 22.11K | 24.97K | 17.05K | 14.26K | 6.54K | 2.33K | 834 |
▲ 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