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, Q4 2025
Institutional positions in Lineage, Inc. as of Dec 31, 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
- 266
- +27 vs. Q3 2025
- Shares held
- 75.7M
- +14.9M (+24.6%) vs. Q3 2025
- Total value
- $2.65B
- +$301.3M (+12.8%) vs. Q3 2025
- New holders
- 60
- 107 more added
- Sold out
- 33
- 71 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Lineage, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $35 | 0.00% | +1 | New |
| UBS Asset Management Americas Inc | 3 | $105 | 0.00% | −336,415−100.0% | Reduced |
| Dunhill Financial, LLC | 4 | $145 | 0.00% | +4 | New |
| Motco | 5 | $175 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $245 | 0.00% | +7 | New |
| Pinnacle Wealth Planning Services, Inc. | 9 | $315 | 0.00% | +9 | New |
| Transamerica Financial Advisors, Inc. | 9 | $320 | 0.00% | −27−75.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 10 | $350 | 0.00% | −60−85.7% | Reduced |
| South State Corp. | 10 | $350 | 0.00% | −31−75.6% | Reduced |
| Fifth Third Bancorp | 10 | $350 | 0.00% | +10 | New |
| Cromwell Holdings LLC | 12 | $426 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13 | $455 | 0.00% | +13 | New |
| Bell Investment Advisors, Inc | 14 | $490 | 0.00% | −110−88.7% | Reduced |
| Smartleaf Asset Management LLC | 14 | $497 | 0.00% | +14 | New |
| Rialto Wealth Management, LLC | 15 | $525 | 0.00% | +15 | New |
| AdvisorNet Financial, Inc | 19 | $665 | 0.00% | +19 | New |
| Huntington National Bank | 20 | $700 | 0.00% | −47−70.1% | Reduced |
| MV Capital Management, Inc. | 21 | $735 | 0.00% | +12+133.3% | Added |
| SJS Investment Consulting Inc. | 25 | $875 | 0.00% | +25 | New |
| Private Wealth Management Group, LLC | 28 | $980 | 0.00% | −138−83.1% | Reduced |
| Principia Wealth Advisory, LLC | 28 | $980 | 0.00% | +28 | New |
| Clearstead Advisors, LLC | 29 | $1.01K | 0.00% | −237−89.1% | Reduced |
| Parkside Financial Bank & Trust | 30 | $1.05K | 0.00% | −115−79.3% | Reduced |
| CVA Family Office, LLC | 37 | $1.29K | 0.00% | +23+164.3% | Added |
| Activest Wealth Management | 52 | $1.82K | 0.00% | +52 | New |
| Massmutual Trust Co FSB | 61 | $2.13K | 0.00% | +54+771.4% | Added |
| Red Tortoise LLC | 65 | $2.27K | 0.00% | +65 | New |
| Assetmark, Inc | 69 | $2.42K | 0.00% | +58+527.3% | Added |
| Global Retirement Partners, LLC | 79 | $2.77K | 0.00% | +4+5.3% | Added |
| Medallion Wealth Advisors, LLC | 84 | $2.94K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 58 | $3.00K | 0.00% | −191−76.7% | Reduced |
| Atlantic Trust, LLC | 94 | $3.29K | 0.00% | +27+40.3% | Added |
| SageView Advisory Group, LLC | 100 | $3.50K | 0.00% | +100 | New |
| SOA Wealth Advisors, LLC. | 105 | $3.67K | 0.00% | +1+1.0% | Added |
| GAMMA Investing LLC | 129 | $4.51K | 0.00% | +78+152.9% | Added |
| Ancora Advisors, LLC | 130 | $4.55K | 0.00% | +130 | New |
| LRI Investments, LLC | 131 | $4.58K | 0.00% | +131 | New |
| Group One Trading, L.P. | 151 | $5.29K | 0.00% | +151 | New |
| True Wealth Design, LLC | 169 | $5.92K | 0.00% | −30−15.1% | Reduced |
| Covestor Ltd | 183 | $6.00K | 0.00% | −133−42.1% | Reduced |
| Versant Capital Management, Inc | 257 | $8.99K | 0.00% | +235+1,068.2% | Added |
| Quent Capital, LLC | 282 | $9.87K | 0.00% | +265+1,558.8% | Added |
| Atwood & Palmer Inc | 300 | $10.5K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 300 | $10.5K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 307 | $10.7K | 0.00% | +307 | New |
| Los Angeles Capital Management LLC | 321 | $12.5K | 0.00% | +321 | New |
| Wealth Enhancement Trust Services, Inc. | 365 | $12.8K | 0.00% | +365 | New |
| Ronald Blue Trust, Inc. | 384 | $13.4K | 0.00% | +314+448.6% | Added |
| Farther Finance Advisors, LLC | 392 | $13.7K | 0.00% | +316+415.8% | Added |
| Founders Capital Management | 400 | $14.0K | 0.01% | +400 | New |
| The PNC Financial Services Group, Inc. | 426 | $14.9K | 0.00% | +104+32.3% | Added |
| IFP Advisors, Inc | 494 | $17.3K | 0.00% | +140+39.5% | Added |
| Quadrant Capital Group LLC | 505 | $17.7K | 0.00% | +426+539.2% | Added |
| Salomon & Ludwin, LLC | 582 | $20.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 605 | $21.2K | 0.00% | −1,318−68.5% | Reduced |
| Chilton Capital Management LLC | 722 | $25.3K | 0.00% | +722 | New |
| Rothschild Investment LLC | 736 | $25.8K | 0.00% | +627+575.2% | Added |
| EverSource Wealth Advisors, LLC | 764 | $26.7K | 0.00% | −11−1.4% | Reduced |
| Jones Financial Companies LLLP | 830 | $29.1K | 0.00% | +165+24.8% | Added |
| Allworth Financial LP | 940 | $32.9K | 0.00% | +485+106.6% | Added |
| GF Fund Management Co. Ltd. | 1,137 | $39.8K | 0.00% | −20−1.7% | Reduced |
| Aew Capital Management L P | 1,200 | $42.0K | 0.00% | +1,200 | New |
| Global X Japan Co., Ltd. | 1,234 | $43.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,255 | $43.9K | 0.00% | +226+22.0% | Added |
| Tower Research Capital LLC (TRC) | 1,382 | $48.4K | 0.00% | −11,371−89.2% | Reduced |
| Exchange Traded Concepts, LLC | 1,427 | $49.9K | 0.00% | +258+22.1% | Added |
| Caitlin John, LLC | 1,507 | $52.8K | 0.03% | +707+88.4% | Added |
| Essential Partners LLC | 1,622 | $56.8K | 0.02% | +1,223+306.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,005 | $70.2K | 0.00% | +502+33.4% | Added |
| Caitong International Asset Management Co., Ltd | 2,041 | $71.4K | 0.02% | +1,639+407.7% | Added |
| Spirit of America Management Corp | 2,100 | $73.5K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 2,629 | $92.0K | 0.00% | 00.0% | Unchanged |
| Wexford Capital LP | 2,716 | $95.1K | 0.02% | +2,716 | New |
| MetLife Investment Management | 2,743 | $96.0K | 0.00% | −34−1.2% | Reduced |
| US Bancorp | 2,870 | $100.5K | 0.00% | −1,440−33.4% | Reduced |
| FIL Ltd | 2,916 | $102.1K | 0.00% | −1,202−29.2% | Reduced |
| Wells Fargo & Company | 3,351 | $117.3K | 0.00% | −26,407−88.7% | Reduced |
| Amalgamated Bank | 3,439 | $120.0K | 0.00% | +82+2.4% | Added |
| Sterling Capital Management LLC | 4,178 | $146.2K | 0.00% | −189−4.3% | Reduced |
| First Pacific Financial | 5,287 | $185.0K | 0.02% | +68+1.3% | Added |
| Alps Advisors Inc | 5,948 | $208.2K | 0.00% | +5,948 | New |
| FMR LLC | 5,983 | $209.4K | 0.00% | −4,649−43.7% | Reduced |
| Kovack Advisors, Inc. | 6,564 | $229.7K | 0.01% | +6,564 | New |
| Antipodes Partners Ltd | 6,729 | $235.5K | 0.00% | +6,729 | New |
| Lasalle Investment Management Securities LLC | 6,733 | $235.7K | 0.01% | +6,733 | New |
| Lombard Odier Asset Management (USA) Corp | 6,995 | $244.8K | 0.10% | −6,927−49.8% | Reduced |
| CIBC Asset Management Inc | 7,064 | $247.2K | 0.00% | −862−10.9% | Reduced |
| First Trust Advisors LP | 7,251 | $253.8K | 0.00% | −305−4.0% | Reduced |
| Colony Group, LLC | 7,654 | $269.2K | 0.00% | +7,654 | New |
| United Capital Financial Advisers, LLC | 7,706 | $269.7K | 0.00% | −8,451−52.3% | Reduced |
| NEOS Investment Management LLC | 8,028 | $281.0K | 0.00% | +2,420+43.2% | Added |
| Victory Capital Management Inc | 8,098 | $283.4K | 0.00% | +86+1.1% | Added |
| Crusonia Wealth Advisors LLC | 8,119 | $284.2K | 0.06% | +8,119 | New |
| M&T Bank Corp | 8,300 | $290.5K | 0.00% | +2,483+42.7% | Added |
| Pictet Asset Management Holding SA | 8,445 | $295.6K | 0.00% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 8,780 | $307.3K | 0.00% | +330+3.9% | Added |
| DRW Securities, LLC | 8,806 | $308.2K | 0.02% | +8,806 | New |
| Ameriprise Financial Inc | 9,451 | $331.3K | 0.00% | −2,344−19.9% | Reduced |