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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 7,139 | $233.8K | 0.00% | +7,139 | New |
| Caitong International Asset Management Co., Ltd | 7,085 | $232.1K | 0.04% | +5,044+247.1% | Added |
| CIBC Asset Management Inc | 7,064 | $231.4K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 6,890 | $229.4K | 0.00% | +6,890 | New |
| Entropy Technologies, LP | 6,964 | $228.1K | 0.01% | +6,964 | New |
| Evolve Private Wealth, LLC | 6,881 | $225.4K | 0.01% | +6,881 | New |
| State of Wisconsin Investment Board | 6,713 | $219.9K | 0.00% | +6,713 | New |
| Kovack Advisors, Inc. | 6,570 | $215.2K | 0.01% | +6+0.1% | Added |
| Dark Forest Capital Management LP | 6,422 | $210.4K | 0.02% | +6,422 | New |
| Wells Fargo & Company | 5,798 | $189.9K | 0.00% | +2,447+73.0% | Added |
| Rothschild Investment LLC | 4,358 | $142.8K | 0.01% | +3,622+492.1% | Added |
| Lasalle Investment Management Securities LLC | 3,577 | $117.2K | 0.00% | −3,156−46.9% | Reduced |
| Freestone Grove Partners LP | 3,517 | $115.2K | 0.00% | +3,517 | New |
| Tower Research Capital LLC (TRC) | 3,508 | $114.9K | 0.00% | +2,126+153.8% | Added |
| US Bancorp | 3,450 | $113.0K | 0.00% | +580+20.2% | Added |
| EverSource Wealth Advisors, LLC | 3,064 | $100.4K | 0.00% | +2,300+301.0% | Added |
| Essential Partners LLC | 2,933 | $96.1K | 0.03% | +1,311+80.8% | Added |
| MetLife Investment Management | 2,771 | $90.8K | 0.00% | +28+1.0% | Added |
| Allworth Financial LP | 2,677 | $87.7K | 0.00% | +1,737+184.8% | Added |
| KBC Group NV | 2,629 | $86.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,500 | $81.9K | 0.00% | +1,073+75.2% | Added |
| Sterling Capital Management LLC | 2,370 | $77.6K | 0.00% | −1,808−43.3% | Reduced |
| Quantbot Technologies LP | 2,360 | $77.3K | 0.00% | −15,444−86.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,235 | $73.2K | 0.00% | +2,225+22,250.0% | Added |
| First Pacific Financial | 2,116 | $69.3K | 0.01% | −3,171−60.0% | Reduced |
| Spirit of America Management Corp | 2,100 | $68.8K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 2,067 | $67.7K | 0.04% | +560+37.2% | Added |
| FIL Ltd | 1,986 | $65.1K | 0.00% | −930−31.9% | Reduced |
| Parallel Advisors, LLC | 1,650 | $54.1K | 0.00% | +1,045+172.7% | Added |
| Walleye Trading LLC | 1,582 | $51.8K | 0.00% | +1,582 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,410 | $46.2K | 0.00% | −595−29.7% | Reduced |
| Royal Bank of Canada | 1,397 | $46.0K | 0.00% | −433,756−99.7% | Reduced |
| SRS Capital Advisors, Inc. | 1,345 | $44.1K | 0.00% | +1,345 | New |
| Global X Japan Co., Ltd. | 1,283 | $42.0K | 0.00% | +49+4.0% | Added |
| GF Fund Management Co. Ltd. | 1,038 | $34.0K | 0.00% | −99−8.7% | Reduced |
| IFP Advisors, Inc | 996 | $32.6K | 0.00% | +502+101.6% | Added |
| Versant Capital Management, Inc | 967 | $31.7K | 0.00% | +710+276.3% | Added |
| Group One Trading, L.P. | 776 | $25.4K | 0.00% | +625+413.9% | Added |
| Chilton Capital Management LLC | 722 | $23.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 660 | $21.0K | 0.00% | −170−20.5% | Reduced |
| True Wealth Design, LLC | 626 | $20.5K | 0.01% | +457+270.4% | Added |
| Ronald Blue Trust, Inc. | 621 | $20.3K | 0.00% | +237+61.7% | Added |
| Root Financial Partners, LLC | 599 | $19.6K | 0.00% | +599 | New |
| Salomon & Ludwin, LLC | 582 | $19.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 567 | $18.6K | 0.00% | +141+33.1% | Added |
| Aew Capital Management L P | 550 | $18.0K | 0.00% | −650−54.2% | Reduced |
| Founders Capital Management | 400 | $13.1K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 365 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 357 | $11.7K | 0.00% | +75+26.6% | Added |
| Rossby Financial, LCC | 309 | $10.1K | 0.00% | +2+0.7% | Added |
| 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 |
| Signaturefd, LLC | 302 | $9.89K | 0.00% | −953−75.9% | Reduced |
| Atwood & Palmer Inc | 300 | $9.83K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 300 | $9.83K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 283 | $9.27K | 0.00% | +189+201.1% | Added |
| Fairman Group, LLC | 230 | $7.54K | 0.01% | +230 | New |
| GAMMA Investing LLC | 210 | $6.88K | 0.00% | +81+62.8% | Added |
| SJS Investment Consulting Inc. | 196 | $6.42K | 0.00% | +171+684.0% | Added |
| Activest Wealth Management | 194 | $6.36K | 0.00% | +142+273.1% | Added |
| Covestor Ltd | 196 | $6.00K | 0.00% | +13+7.1% | Added |
| Private Wealth Management Group, LLC | 149 | $4.88K | 0.00% | +121+432.1% | Added |
| ZRC Wealth Management, LLC | 145 | $4.75K | 0.00% | +145 | New |
| Ancora Advisors, LLC | 130 | $4.26K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 107 | $3.49K | 0.00% | +2+1.9% | Added |
| Owl Creek Wealth Partners LLC | 90 | $2.95K | 0.00% | +90 | New |
| Wealth Preservation Advisors, LLC | 86 | $2.82K | 0.00% | +86 | New |
| Medallion Wealth Advisors, LLC | 84 | $2.75K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 69 | $2.26K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 65 | $2.13K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 52 | $2.00K | 0.00% | +52 | New |
| Larson Financial Group LLC | 61 | $2.00K | 0.00% | +61 | New |
| Advisory Services Network, LLC | 48 | $1.57K | 0.00% | +48 | New |
| JPL Wealth Management, LLC | 39 | $1.28K | 0.00% | +39 | New |
| Umb Bank N A | 34 | $1.11K | 0.00% | +34 | New |
| Parkside Financial Bank & Trust | 33 | $1.08K | 0.00% | +3+10.0% | Added |
| Massmutual Trust Co FSB | 29 | $950 | 0.00% | −32−52.5% | Reduced |
| SHP Wealth Management | 20 | $655 | 0.00% | +20 | New |
| Pinnacle Wealth Planning Services, Inc. | 17 | $557 | 0.00% | +8+88.9% | Added |
| Bruce G. Allen Investments, LLC | 16 | $524 | 0.00% | +16 | New |
| Rialto Wealth Management, LLC | 15 | $492 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 15 | $491 | 0.00% | +15 | 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 |
| 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 |
| Cromwell Holdings LLC | 12 | $400 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 12 | $399 | 0.00% | +3+33.3% | Added |
| MV Capital Management, Inc. | 11 | $361 | 0.00% | −10−47.6% | Reduced |
| Principia Wealth Advisory, LLC | 10 | $328 | 0.00% | −18−64.3% | Reduced |
| Creative Financial Designs Inc | 10 | $328 | 0.00% | +10 | New |
| Quaker Wealth Management, LLC | 8 | $263 | 0.00% | +8 | New |
| American Capital Advisory, LLC | 7 | $230 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $229 | 0.00% | −13−65.0% | Reduced |
| AdvisorNet Financial, Inc | 7 | $229 | 0.00% | −12−63.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 6 | $197 | 0.00% | +6 | New |
| South State Corp. | 5 | $164 | 0.00% | −5−50.0% | Reduced |