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, Q1 2026
Institutional positions in Lineage, Inc. as of Mar 31, 2026. 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
- 309
- +47 vs. Q4 2025
- Shares held
- 65.1M
- +12.2M (+23.1%) vs. Q4 2025
- Total value
- $2.13B
- +$279.2M (+15.1%) vs. Q4 2025
- New holders
- 75
- 129 more added
- Sold out
- 28
- 63 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Lineage, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 1 | $33 | 0.00% | +1 | New |
| National Bank of Canada | 2 | $65 | 0.00% | +2 | New |
| Twin Peaks Wealth Advisors, LLC | 2 | $66 | 0.00% | +2 | New |
| CVA Family Office, LLC | 3 | $98 | 0.00% | −34−91.9% | Reduced |
| Hughes Financial Services, LLC | 3 | $98 | 0.00% | +2+200.0% | Added |
| Stone House Investment Management, LLC | 3 | $98 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 4 | $135 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $164 | 0.00% | −5−50.0% | Reduced |
| Motco | 5 | $164 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5 | $164 | 0.00% | +5 | New |
| Cassaday & Co Wealth Management LLC | 6 | $197 | 0.00% | +6 | New |
| Huntington National Bank | 7 | $229 | 0.00% | −13−65.0% | Reduced |
| AdvisorNet Financial, Inc | 7 | $229 | 0.00% | −12−63.2% | Reduced |
| American Capital Advisory, LLC | 7 | $230 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 8 | $263 | 0.00% | +8 | New |
| Principia Wealth Advisory, LLC | 10 | $328 | 0.00% | −18−64.3% | Reduced |
| Creative Financial Designs Inc | 10 | $328 | 0.00% | +10 | New |
| MV Capital Management, Inc. | 11 | $361 | 0.00% | −10−47.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 12 | $399 | 0.00% | +3+33.3% | Added |
| Cromwell Holdings LLC | 12 | $400 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13 | $426 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 13 | $426 | 0.00% | +13 | New |
| Bogart Wealth, LLC | 13 | $426 | 0.00% | +13 | New |
| Cornerstone Financial Management LLC | 13 | $426 | 0.00% | +13 | New |
| Bell Investment Advisors, Inc | 14 | $459 | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 14 | $459 | 0.00% | +11+366.7% | Added |
| Financial Consulate, Inc | 14 | $459 | 0.00% | +14 | New |
| GWM Advisors LLC | 15 | $491 | 0.00% | +15 | New |
| Rialto Wealth Management, LLC | 15 | $492 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $524 | 0.00% | +16 | New |
| Pinnacle Wealth Planning Services, Inc. | 17 | $557 | 0.00% | +8+88.9% | Added |
| SHP Wealth Management | 20 | $655 | 0.00% | +20 | New |
| Massmutual Trust Co FSB | 29 | $950 | 0.00% | −32−52.5% | Reduced |
| Parkside Financial Bank & Trust | 33 | $1.08K | 0.00% | +3+10.0% | Added |
| Umb Bank N A | 34 | $1.11K | 0.00% | +34 | New |
| JPL Wealth Management, LLC | 39 | $1.28K | 0.00% | +39 | New |
| Advisory Services Network, LLC | 48 | $1.57K | 0.00% | +48 | New |
| Larson Financial Group LLC | 61 | $2.00K | 0.00% | +61 | New |
| CX Institutional | 52 | $2.00K | 0.00% | +52 | New |
| Red Tortoise LLC | 65 | $2.13K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 69 | $2.26K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 84 | $2.75K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 86 | $2.82K | 0.00% | +86 | New |
| Owl Creek Wealth Partners LLC | 90 | $2.95K | 0.00% | +90 | New |
| SOA Wealth Advisors, LLC. | 107 | $3.49K | 0.00% | +2+1.9% | Added |
| Ancora Advisors, LLC | 130 | $4.26K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 145 | $4.75K | 0.00% | +145 | New |
| Private Wealth Management Group, LLC | 149 | $4.88K | 0.00% | +121+432.1% | Added |
| Covestor Ltd | 196 | $6.00K | 0.00% | +13+7.1% | Added |
| Activest Wealth Management | 194 | $6.36K | 0.00% | +142+273.1% | Added |
| SJS Investment Consulting Inc. | 196 | $6.42K | 0.00% | +171+684.0% | Added |
| GAMMA Investing LLC | 210 | $6.88K | 0.00% | +81+62.8% | Added |
| Fairman Group, LLC | 230 | $7.54K | 0.01% | +230 | New |
| Atlantic Trust, LLC | 283 | $9.27K | 0.00% | +189+201.1% | Added |
| Atwood & Palmer Inc | 300 | $9.83K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 300 | $9.83K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 302 | $9.89K | 0.00% | −953−75.9% | Reduced |
| Quadrant Capital Group LLC | 305 | $9.99K | 0.00% | −200−39.6% | Reduced |
| LRI Investments, LLC | 305 | $9.99K | 0.00% | +174+132.8% | Added |
| Rossby Financial, LCC | 309 | $10.1K | 0.00% | +2+0.7% | Added |
| Quent Capital, LLC | 357 | $11.7K | 0.00% | +75+26.6% | Added |
| Wealth Enhancement Trust Services, Inc. | 365 | $12.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 400 | $13.1K | 0.01% | 00.0% | Unchanged |
| Aew Capital Management L P | 550 | $18.0K | 0.00% | −650−54.2% | Reduced |
| The PNC Financial Services Group, Inc. | 567 | $18.6K | 0.00% | +141+33.1% | Added |
| Salomon & Ludwin, LLC | 582 | $19.2K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 599 | $19.6K | 0.00% | +599 | New |
| Ronald Blue Trust, Inc. | 621 | $20.3K | 0.00% | +237+61.7% | Added |
| True Wealth Design, LLC | 626 | $20.5K | 0.01% | +457+270.4% | Added |
| Jones Financial Companies LLLP | 660 | $21.0K | 0.00% | −170−20.5% | Reduced |
| Chilton Capital Management LLC | 722 | $23.7K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 776 | $25.4K | 0.00% | +625+413.9% | Added |
| Versant Capital Management, Inc | 967 | $31.7K | 0.00% | +710+276.3% | Added |
| IFP Advisors, Inc | 996 | $32.6K | 0.00% | +502+101.6% | Added |
| GF Fund Management Co. Ltd. | 1,038 | $34.0K | 0.00% | −99−8.7% | Reduced |
| Global X Japan Co., Ltd. | 1,283 | $42.0K | 0.00% | +49+4.0% | Added |
| SRS Capital Advisors, Inc. | 1,345 | $44.1K | 0.00% | +1,345 | New |
| Royal Bank of Canada | 1,397 | $46.0K | 0.00% | −433,756−99.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,410 | $46.2K | 0.00% | −595−29.7% | Reduced |
| Walleye Trading LLC | 1,582 | $51.8K | 0.00% | +1,582 | New |
| Parallel Advisors, LLC | 1,650 | $54.1K | 0.00% | +1,045+172.7% | Added |
| FIL Ltd | 1,986 | $65.1K | 0.00% | −930−31.9% | Reduced |
| Caitlin John, LLC | 2,067 | $67.7K | 0.04% | +560+37.2% | Added |
| Spirit of America Management Corp | 2,100 | $68.8K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 2,116 | $69.3K | 0.01% | −3,171−60.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,235 | $73.2K | 0.00% | +2,225+22,250.0% | Added |
| Quantbot Technologies LP | 2,360 | $77.3K | 0.00% | −15,444−86.7% | Reduced |
| Sterling Capital Management LLC | 2,370 | $77.6K | 0.00% | −1,808−43.3% | Reduced |
| Exchange Traded Concepts, LLC | 2,500 | $81.9K | 0.00% | +1,073+75.2% | Added |
| KBC Group NV | 2,629 | $86.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,677 | $87.7K | 0.00% | +1,737+184.8% | Added |
| MetLife Investment Management | 2,771 | $90.8K | 0.00% | +28+1.0% | Added |
| Essential Partners LLC | 2,933 | $96.1K | 0.03% | +1,311+80.8% | Added |
| EverSource Wealth Advisors, LLC | 3,064 | $100.4K | 0.00% | +2,300+301.0% | Added |
| US Bancorp | 3,450 | $113.0K | 0.00% | +580+20.2% | Added |
| Tower Research Capital LLC (TRC) | 3,508 | $114.9K | 0.00% | +2,126+153.8% | Added |
| Freestone Grove Partners LP | 3,517 | $115.2K | 0.00% | +3,517 | New |
| Lasalle Investment Management Securities LLC | 3,577 | $117.2K | 0.00% | −3,156−46.9% | Reduced |
| Rothschild Investment LLC | 4,358 | $142.8K | 0.01% | +3,622+492.1% | Added |
| Wells Fargo & Company | 5,798 | $189.9K | 0.00% | +2,447+73.0% | Added |