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, Q2 2026
Institutional positions in Lineage, Inc. as of Jun 30, 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
- 327
- +22 vs. Q1 2026
- Shares held
- 76.6M
- +11.6M (+17.9%) vs. Q1 2026
- Total value
- $3.32B
- +$1.19B (+55.9%) vs. Q1 2026
- New holders
- 67
- 113 more added
- Sold out
- 45
- 96 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Lineage, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hughes Financial Services, LLC | 2 | $87 | 0.00% | −1−33.3% | Reduced |
| CVA Family Office, LLC | 3 | $130 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 3 | $130 | 0.00% | +3 | New |
| Keating Financial Advisory Services, Inc. | 3 | $130 | 0.00% | +3 | New |
| Planning Strategies Inc. | 3 | $130 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 4 | $179 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $217 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 6 | $260 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $303 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $303 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 8 | $346 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10 | $433 | 0.00% | −2,225−99.6% | Reduced |
| Creative Financial Designs Inc | 10 | $433 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $518 | 0.00% | +12 | New |
| Principia Wealth Advisory, LLC | 12 | $519 | 0.00% | +2+20.0% | Added |
| Nisa Investment Advisors, LLC | 12 | $525 | 0.00% | −9,842−99.9% | Reduced |
| Cromwell Holdings LLC | 12 | $525 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13 | $562 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 13 | $563 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 13 | $569 | 0.00% | +1+8.3% | Added |
| Financial Consulate, Inc | 14 | $606 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $606 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 15 | $649 | 0.00% | +15 | New |
| Bryn Mawr Trust Co | 16 | $692 | 0.00% | +16 | New |
| Pinnacle Wealth Planning Services, Inc. | 17 | $735 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 23 | $995 | 0.00% | +3+15.0% | Added |
| Fortitude Family Office, LLC | 24 | $1.04K | 0.00% | +24 | New |
| Bogart Wealth, LLC | 28 | $1.21K | 0.00% | +15+115.4% | Added |
| Umb Bank N A | 34 | $1.47K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 38 | $1.64K | 0.00% | +35+1,166.7% | Added |
| JPL Wealth Management, LLC | 45 | $1.95K | 0.00% | +6+15.4% | Added |
| Action Point Financial Planning, LLC | 48 | $1.99K | 0.00% | +48 | New |
| CX Institutional | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 40 | $2.00K | 0.00% | +40 | New |
| Parkside Financial Bank & Trust | 51 | $2.21K | 0.00% | +18+54.5% | Added |
| Massmutual Trust Co FSB | 57 | $2.46K | 0.00% | +28+96.6% | Added |
| Northwestern Mutual Wealth Management Co | 72 | $3.11K | 0.00% | +67+1,340.0% | Added |
| Medallion Wealth Advisors, LLC | 84 | $3.63K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 87 | $3.76K | 0.00% | +26+42.6% | Added |
| Sachetta, LLC | 87 | $3.76K | 0.00% | +87 | New |
| Silver Grove Financial Group, Inc. | 87 | $3.76K | 0.00% | +87 | New |
| Owl Creek Wealth Partners LLC | 90 | $3.89K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 108 | $4.68K | 0.00% | +1+0.9% | Added |
| Rossby Financial, LCC | 123 | $5.32K | 0.00% | −186−60.2% | Reduced |
| Private Wealth Management Group, LLC | 149 | $6.45K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 187 | $8.09K | 0.00% | +180+2,571.4% | Added |
| Atlantic Trust, LLC | 219 | $9.47K | 0.00% | −64−22.6% | Reduced |
| Fairman Group, LLC | 230 | $10.1K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 278 | $12.0K | 0.00% | +133+91.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 280 | $12.1K | 0.00% | −1,130−80.1% | Reduced |
| Atwood & Palmer Inc | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 305 | $13.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 323 | $14.0K | 0.00% | +113+53.8% | Added |
| Toronto Dominion Bank | 336 | $14.5K | 0.00% | +336 | New |
| Quent Capital, LLC | 346 | $15.0K | 0.00% | −11−3.1% | Reduced |
| Activest Wealth Management | 352 | $15.2K | 0.00% | +158+81.4% | Added |
| Founders Capital Management | 400 | $17.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 411 | $18.0K | 0.01% | +215+109.7% | Added |
| International Assets Investment Management, LLC | 423 | $18.4K | 0.00% | +423 | New |
| Versant Capital Management, Inc | 440 | $19.0K | 0.00% | −527−54.5% | Reduced |
| SJS Investment Consulting Inc. | 475 | $20.5K | 0.00% | +279+142.3% | Added |
| The PNC Financial Services Group, Inc. | 539 | $23.3K | 0.00% | −28−4.9% | Reduced |
| Clearstead Advisors, LLC | 579 | $25.0K | 0.00% | +579 | New |
| Paralel Advisors LLC | 600 | $25.9K | 0.00% | −24,400−97.6% | Reduced |
| Signaturefd, LLC | 605 | $26.2K | 0.00% | +303+100.3% | Added |
| Ronald Blue Trust, Inc. | 615 | $26.6K | 0.00% | −6−1.0% | Reduced |
| Chilton Capital Management LLC | 722 | $31.2K | 0.00% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 728 | $31.5K | 0.01% | +728 | New |
| GF Fund Management Co. Ltd. | 903 | $39.1K | 0.00% | −135−13.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 1,034 | $44.7K | 0.00% | +669+183.3% | Added |
| First Pacific Financial | 1,036 | $44.8K | 0.01% | −1,080−51.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,100 | $47.6K | 0.00% | −2,408−68.6% | Reduced |
| Global Retirement Partners, LLC | 1,111 | $48.1K | 0.00% | +1,111 | New |
| Fifth Third Bancorp | 1,197 | $51.8K | 0.00% | +1,197 | New |
| Clear Street Markets LLC | 1,239 | $53.6K | 0.01% | +1,239 | New |
| True Wealth Design, LLC | 1,328 | $57.4K | 0.01% | +702+112.1% | Added |
| Jones Financial Companies LLLP | 1,396 | $61.4K | 0.00% | +736+111.5% | Added |
| Lasalle Investment Management Securities LLC | 1,469 | $63.5K | 0.00% | −2,108−58.9% | Reduced |
| Parallel Advisors, LLC | 1,536 | $66.4K | 0.00% | −114−6.9% | Reduced |
| Caitlin John, LLC | 1,927 | $83.3K | 0.05% | −140−6.8% | Reduced |
| Global X Japan Co., Ltd. | 1,927 | $83.3K | 0.00% | +644+50.2% | Added |
| Sterling Capital Management LLC | 2,088 | $90.3K | 0.00% | −282−11.9% | Reduced |
| Spirit of America Management Corp | 2,100 | $90.8K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,437 | $105.4K | 0.00% | −63−2.5% | Reduced |
| Quarry LP | 2,477 | $107.1K | 0.02% | +2,477 | New |
| KBC Group NV | 2,629 | $114.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,708 | $116.0K | 0.00% | +1,311+93.8% | Added |
| MetLife Investment Management | 2,736 | $118.3K | 0.00% | −35−1.3% | Reduced |
| IFP Advisors, Inc | 2,794 | $120.8K | 0.00% | +1,798+180.5% | Added |
| Essential Partners LLC | 2,941 | $127.2K | 0.06% | +8+0.3% | Added |
| US Bancorp | 3,957 | $171.1K | 0.00% | +507+14.7% | Added |
| EverSource Wealth Advisors, LLC | 4,462 | $193.0K | 0.01% | +1,398+45.6% | Added |
| Stifel Financial Corp | 4,649 | $201.1K | 0.00% | +4,649 | New |
| Bayforest Capital Ltd | 4,691 | $202.9K | 0.19% | +4,691 | New |
| Atom Investors LP | 4,838 | $209.2K | 0.02% | −31,681−86.8% | Reduced |
| Brookfield Asset Management Inc. | 4,879 | $211.0K | 0.00% | −115,033−95.9% | Reduced |
| Swiss Life Asset Management Ltd | 4,984 | $215.6K | 0.00% | −2,826−36.2% | Reduced |
| Lighthouse Investment Partners, LLC | 5,000 | $216.3K | 0.01% | +5,000 | New |
| Xponance, Inc. | 5,048 | $218.3K | 0.00% | +5,048 | New |