Loar Holdings Inc.
LOAR- Exchange
- NYSE
- Industry
- Aircraft Parts & Auxiliary Equipment, NEC
- SEC CIK
- 0002000178
No open-market purchases or sales by Loar Holdings Inc. insiders were filed in the last 90 days; 284 institutions reported holding it in 13F filings for Q2 2026, worth $7.15B in total; Abrams Capital is the only superinvestor holding it.
13F holders, Q1 2025
Institutional positions in Loar Holdings Inc. as of Mar 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
- 161
- −19 vs. Q4 2024
- Shares held
- 75.0M
- +726.5K (+1.0%) vs. Q4 2024
- Total value
- $5.30B
- −$192.0M (−3.5%) vs. Q4 2024
- New holders
- 29
- 74 more added
- Sold out
- 48
- 39 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LOAR 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 | 284 | $7.15B |
| Q1 2026 | 248 | $5.11B |
| Q4 2025 | 242 | $5.78B |
| Q3 2025 | 229 | $6.63B |
| Q2 2025 | 253 | $7.09B |
| Q1 2025 | 161 | $5.30B |
| Q4 2024 | 182 | $5.49B |
| Q3 2024 | 138 | $5.00B |
| Q2 2024 | 117 | $2.90B |
| 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 2025
Shares, value and share of portfolio for each institution holding Loar Holdings Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $71 | 0.00% | −2−66.7% | Reduced |
| MV Capital Management, Inc. | 1 | $71 | 0.00% | +1 | New |
| Quadrant Capital Group LLC | 3 | $212 | 0.00% | 00.0% | Unchanged |
| Amundi | 3 | $227 | 0.00% | −639−99.5% | Reduced |
| Smartleaf Asset Management LLC | 4 | $263 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 5 | $354 | 0.00% | +5 | New |
| CIBC Private Wealth Group, LLC | 5 | $376 | 0.00% | +5 | New |
| Hollencrest Capital Management | 6 | $424 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10 | $707 | 0.00% | +10 | New |
| ORG Partners LLC | 10 | $713 | 0.00% | +10 | New |
| Creative Financial Designs Inc | 13 | $918 | 0.00% | +13 | New |
| Larson Financial Group LLC | 13 | $918 | 0.00% | +13 | New |
| Principal Securities, Inc. | 13 | $961 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 14 | $989 | 0.00% | +14 | New |
| Ronald Blue Trust, Inc. | 14 | $989 | 0.00% | +14 | New |
| Boston Private Wealth LLC | 15 | $1.06K | 0.00% | +15 | New |
| True Wealth Design, LLC | 15 | $1.06K | 0.00% | +15 | New |
| Bellevue Asset Management, LLC | 21 | $1.48K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 26 | $1.84K | 0.00% | +6+30.0% | Added |
| Assetmark, Inc | 29 | $2.05K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 24 | $2.21K | 0.00% | +15+166.7% | Added |
| TD Private Client Wealth LLC | 42 | $2.97K | 0.00% | +26+162.5% | Added |
| Ci Investments Inc. | 40 | $3.00K | 0.00% | −97−70.8% | Reduced |
| Signaturefd, LLC | 46 | $3.25K | 0.00% | +13+39.4% | Added |
| Lindbrook Capital, LLC | 49 | $3.46K | 0.00% | +9+22.5% | Added |
| Washington Trust Advisors, Inc. | 56 | $3.96K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 71 | $5.02K | 0.00% | +46+184.0% | Added |
| Comerica Bank | 99 | $6.99K | 0.00% | −57−36.5% | Reduced |
| Private Trust Co NA | 101 | $7.14K | 0.00% | +21+26.3% | Added |
| Deutsche Bank AG | 108 | $7.63K | 0.00% | −181,773−99.9% | Reduced |
| Massmutual Trust Co FSB | 108 | $7.63K | 0.00% | +108 | New |
| MCF Advisors LLC | 125 | $8.83K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 168 | $11.9K | 0.00% | +168 | New |
| Versant Capital Management, Inc | 172 | $12.2K | 0.00% | +172 | New |
| Parallel Advisors, LLC | 176 | $12.4K | 0.00% | −107−37.8% | Reduced |
| Covestor Ltd | 189 | $13.0K | 0.01% | +1+0.5% | Added |
| Tower Research Capital LLC (TRC) | 217 | $15.3K | 0.00% | −2,177−90.9% | Reduced |
| Rakuten Investment Management, Inc. | 243 | $16.0K | 0.00% | +243 | New |
| CWM, LLC | 271 | $19.0K | 0.00% | +72+36.2% | Added |
| Harbour Investments, Inc. | 300 | $21.2K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 300 | $21.8K | 0.02% | +100+50.0% | Added |
| Advisor Group Holdings, Inc. | 319 | $22.5K | 0.00% | −31−8.9% | Reduced |
| GAMMA Investing LLC | 372 | $26.3K | 0.00% | +250+204.9% | Added |
| Corebridge Financial, Inc. | 586 | $41.4K | 0.00% | +62+11.8% | Added |
| Caitong International Asset Management Co., Ltd | 808 | $57.1K | 0.04% | +793+5,286.7% | Added |
| Arcadia Investment Management Corp | 831 | $58.7K | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 850 | $60.0K | 0.00% | −18,450−95.6% | Reduced |
| MetLife Investment Management | 2,014 | $142.3K | 0.00% | +279+16.1% | Added |
| Amalgamated Bank | 2,261 | $160.0K | 0.00% | +261+13.1% | Added |
| US Bancorp | 2,320 | $163.9K | 0.00% | −503−17.8% | Reduced |
| RiverPark Advisors, LLC | 2,387 | $168.6K | 0.13% | −3,302−58.0% | Reduced |
| Knollwood Investment Advisory, LLC | 3,000 | $211.9K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,100 | $219.0K | 0.00% | +3,100 | New |
| KLP Kapitalforvaltning AS | 3,600 | $254.3K | 0.00% | +3,600 | New |
| Renaissance Technologies LLC | 3,700 | $261.4K | 0.00% | +3,700 | New |
| Oppenheimer Asset Management Inc. | 3,830 | $270.6K | 0.00% | +778+25.5% | Added |
| Wealthspire Advisors, LLC | 3,878 | $274.0K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 4,107 | $290.2K | 0.00% | −444−9.8% | Reduced |
| Xponance, Inc. | 4,585 | $323.9K | 0.00% | +740+19.2% | Added |
| Occudo Quantitative Strategies LP | 5,032 | $332.0K | 0.04% | +5,032 | New |
| LPL Financial LLC | 5,165 | $364.9K | 0.00% | +448+9.5% | Added |
| Arizona State Retirement System | 5,357 | $378.5K | 0.00% | +5,357 | New |
| Susquehanna International Group, LLP | 5,857 | $413.8K | 0.00% | +5,857 | New |
| Quadrature Capital Ltd | 5,875 | $415.2K | 0.01% | +5,875 | New |
| Glenmede Trust Co NA | 6,631 | $468.5K | 0.00% | −2,499−27.4% | Reduced |
| Citadel Advisors LLC | 8,506 | $600.9K | 0.00% | −173,299−95.3% | Reduced |
| State Board of Administration of Florida Retirement System | 8,560 | $604.8K | 0.00% | +990+13.1% | Added |
| State of Wisconsin Investment Board | 8,774 | $619.9K | 0.00% | +8,774 | New |
| Victory Capital Management Inc | 9,777 | $690.7K | 0.00% | +1,379+16.4% | Added |
| GoodHaven Capital Management, LLC | 10,000 | $706.5K | 0.24% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 11,000 | $777.1K | 0.03% | −57,616−84.0% | Reduced |
| Grandeur Peak Global Advisors, LLC | 11,473 | $810.6K | 0.09% | +1,511+15.2% | Added |
| Huntleigh Advisors, Inc. | 11,477 | $810.9K | 0.14% | +182+1.6% | Added |
| Emerald Advisers, LLC | 11,582 | $818.3K | 0.04% | −275−2.3% | Reduced |
| Captrust Financial Advisors | 11,933 | $843.1K | 0.00% | +998+9.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 12,615 | $891.3K | 0.01% | +1,752+16.1% | Added |
| Voya Investment Management LLC | 14,045 | $992.3K | 0.00% | +1,549+12.4% | Added |
| Wells Fargo & Company | 14,262 | $1.01M | 0.00% | +7,726+118.2% | Added |
| Quantbot Technologies LP | 14,293 | $1.01M | 0.03% | −27,755−66.0% | Reduced |
| STRS Ohio | 14,380 | $1.02M | 0.00% | +14,380 | New |
| Envestnet Asset Management Inc | 14,998 | $1.06M | 0.00% | −2,561−14.6% | Reduced |
| Sterling Capital Management LLC | 15,299 | $1.08M | 0.02% | +14,799+2,959.8% | Added |
| Royal Bank of Canada | 15,310 | $1.08M | 0.00% | +1,081+7.6% | Added |
| Treasurer of the State of North Carolina | 16,020 | $1.13M | 0.00% | +2,780+21.0% | Added |
| Dimensional Fund Advisors LP | 17,406 | $1.23M | 0.00% | +12,195+234.0% | Added |
| California State Teachers Retirement System | 18,692 | $1.32M | 0.00% | +16,466+739.7% | Added |
| UBS Asset Management Americas Inc | 19,440 | $1.37M | 0.00% | +19,440 | New |
| Citigroup Inc | 19,445 | $1.37M | 0.00% | +4,130+27.0% | Added |
| Manufacturers Life Insurance Company, The | 20,648 | $1.46M | 0.00% | +4,148+25.1% | Added |
| Skye Global Management LP | 21,000 | $1.48M | 0.04% | 00.0% | Unchanged |
| Select Equity Group, L.P. | 21,693 | $1.53M | 0.01% | +15,979+279.6% | Added |
| Arrowstreet Capital, Limited Partnership | 23,976 | $1.69M | 0.00% | +2,532+11.8% | Added |
| Natixis | 27,234 | $1.84M | 0.01% | +27,234 | New |
| Legal & General Group Plc | 27,527 | $1.94M | 0.00% | +24,443+792.6% | Added |
| SEI Investments Co | 29,651 | $2.09M | 0.00% | +1,513+5.4% | Added |
| Linden Thomas Advisory Services, LLC | 29,716 | $2.10M | 0.27% | +729+2.5% | Added |
| Rhumbline Advisers | 33,950 | $2.40M | 0.00% | +7,188+26.9% | Added |
| Woodline Partners LP | 36,148 | $2.55M | 0.02% | −47,780−56.9% | Reduced |
| Swiss National Bank | 36,300 | $2.56M | 0.00% | +36,300 | New |
| Jain Global LLC | 37,319 | $2.64M | 0.05% | −98,351−72.5% | Reduced |