Lineage, Inc.
LINE- Exchange
- Nasdaq
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001868159
In the last 90 days, Lineage, Inc. insiders filed 2 open-market purchases and 0 sales; 327 institutions reported holding it in 13F filings for Q2 2026, worth $3.32B in total; D1 Capital Partners is the only superinvestor holding it.
13F holders, Q3 2025
Institutional positions in Lineage, Inc. as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 242
- +22 vs. Q2 2025
- Shares held
- 60.9M
- −1.81M (−2.9%) vs. Q2 2025
- Total value
- $2.36B
- −$376.1M (−13.8%) vs. Q2 2025
- New holders
- 56
- 94 more added
- Sold out
- 34
- 75 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LINE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 327 | $3.32B |
| Q1 2026 | 309 | $2.13B |
| Q4 2025 | 266 | $2.65B |
| Q3 2025 | 242 | $2.36B |
| Q2 2025 | 222 | $3.34B |
| Q1 2025 | 236 | $4.31B |
| Q4 2024 | 200 | $4.39B |
| Q3 2024 | 207 | $5.99B |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Lineage, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 354 | $13.7K | 0.00% | +254+254.0% | Added |
| The PNC Financial Services Group, Inc. | 322 | $12.4K | 0.00% | −129−28.6% | Reduced |
| Covestor Ltd | 316 | $12.0K | 0.01% | +125+65.4% | Added |
| Costello Asset Management, INC | 300 | $11.6K | 0.00% | −200−40.0% | Reduced |
| Atwood & Palmer Inc | 300 | $11.6K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 300 | $11.6K | 0.00% | +300 | New |
| Principal Securities, Inc. | 274 | $10.6K | 0.00% | −96−25.9% | Reduced |
| Clearstead Advisors, LLC | 266 | $10.3K | 0.00% | +266 | New |
| T. Rowe Price Investment Management, Inc. | 249 | $10.0K | 0.00% | +249 | New |
| True Wealth Design, LLC | 199 | $7.69K | 0.00% | +46+30.1% | Added |
| Private Wealth Management Group, LLC | 166 | $6.42K | 0.00% | +19+12.9% | Added |
| Parkside Financial Bank & Trust | 145 | $5.60K | 0.00% | +34+30.6% | Added |
| Bell Investment Advisors, Inc | 124 | $4.79K | 0.00% | +19+18.1% | Added |
| Northwestern Mutual Wealth Management Co | 111 | $4.29K | 0.00% | +111 | New |
| Rothschild Investment LLC | 109 | $4.21K | 0.00% | −26−19.3% | Reduced |
| SOA Wealth Advisors, LLC. | 104 | $4.00K | 0.00% | +2+2.0% | Added |
| Medallion Wealth Advisors, LLC | 84 | $3.25K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 79 | $3.05K | 0.00% | +79 | New |
| Farther Finance Advisors, LLC | 76 | $2.94K | 0.00% | −91−54.5% | Reduced |
| Global Retirement Partners, LLC | 75 | $2.90K | 0.00% | −51−40.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 70 | $2.71K | 0.00% | +10+16.7% | Added |
| Ronald Blue Trust, Inc. | 70 | $2.71K | 0.00% | +14+25.0% | Added |
| Huntington National Bank | 67 | $2.59K | 0.00% | −53−44.2% | Reduced |
| Atlantic Trust, LLC | 67 | $2.59K | 0.00% | −3−4.3% | Reduced |
| GAMMA Investing LLC | 51 | $1.97K | 0.00% | −27−34.6% | Reduced |
| South State Corp. | 41 | $1.58K | 0.00% | −29−41.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 36 | $1.41K | 0.00% | +36 | New |
| Larson Financial Group LLC | 27 | $1.04K | 0.00% | −511−95.0% | Reduced |
| UMA Financial Services, Inc. | 24 | $928 | 0.00% | +24 | New |
| Versant Capital Management, Inc | 22 | $850 | 0.00% | −25−53.2% | Reduced |
| Quent Capital, LLC | 17 | $657 | 0.00% | +17 | New |
| CVA Family Office, LLC | 14 | $541 | 0.00% | −1−6.7% | Reduced |
| Cromwell Holdings LLC | 12 | $471 | 0.00% | +12 | New |
| Financial Consulate, Inc | 12 | $464 | 0.00% | +12 | New |
| Assetmark, Inc | 11 | $425 | 0.00% | −13−54.2% | Reduced |
| MV Capital Management, Inc. | 9 | $348 | 0.00% | +9 | New |
| Massmutual Trust Co FSB | 7 | $270 | 0.00% | −107−93.9% | Reduced |
| Advisory Services Network, LLC | 6 | $232 | 0.00% | +6 | New |
| Motco | 5 | $193 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2 | $0 | 0.00% | +2 | New |
| Avion Wealth | 24 | $0 | 0.00% | +24 | New |
| Capital World Investors | 0 | $0 | 0.00% | −4,822,584−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −1,550,955−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −312,299−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −225,175−100.0% | Sold out |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −215,025−100.0% | Sold out |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −153,585−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −124,357−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −93,668−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −69,536−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −62,411−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −46,385−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −35,366−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −17,577−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −16,666−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −16,350−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −14,087−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −10,757−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −9,151−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −7,704−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −7,545−100.0% | Sold out |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −6,423−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −6,140−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −5,297−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −4,816−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −1,577−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |