Skip to main content

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 2026

Institutional positions in Loar Holdings 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
248
+12 vs. Q4 2025
Shares held
89.3M
+8.74M (+10.8%) vs. Q4 2025
Total value
$5.11B
−$364.9M (−6.7%) vs. Q4 2025
New holders
55
110 more added
Sold out
43
56 more reduced

6 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 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.

Institutional holdersQ1 2026: 248 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 117 institutionsQ3 2024: 138 institutionsQ4 2024: 182 institutionsQ1 2025: 161 institutionsQ2 2025: 253 institutionsQ3 2025: 229 institutionsQ4 2025: 242 institutionsQ1 2026: 248 institutionsQ2 2026: 284 institutions
Value heldQ1 2026: $5.11B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $2.90BQ3 2024: $5.00BQ4 2024: $5.49BQ1 2025: $5.30BQ2 2025: $7.09BQ3 2025: $6.63BQ4 2025: $5.78BQ1 2026: $5.11BQ2 2026: $7.15B
Institutions holding LOAR and their total value by quarter
QuarterHoldersValue
Q2 2026284$7.15B
Q1 2026248$5.11B
Q4 2025242$5.78B
Q3 2025229$6.63B
Q2 2025253$7.09B
Q1 2025161$5.30B
Q4 2024182$5.49B
Q3 2024138$5.00B
Q2 2024117$2.90B
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Loar Holdings Inc.; share changes are against Q4 2025.

Institutions holding LOAR in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Bay Harbor Wealth Management, LLC1$570.00%+1New
Curio Wealth, LLC1$570.00%+1New
Hughes Financial Services, LLC1$570.00%+1New
Dunhill Financial, LLC1$580.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.1$580.00%+1New
SJS Investment Consulting Inc.2$1150.00%−59−96.7%Reduced
HFM Investment Advisors, LLC2$1150.00%00.0%Unchanged
Rialto Wealth Management, LLC2$1150.00%+1+100.0%Added
Transamerica Financial Advisors, Inc.3$1710.00%+1+50.0%Added
Cromwell Holdings LLC3$1720.00%+3New
3 Factor Indexing, LLC3$1720.00%+3New
Wall Street Financial Group, Inc.4$2290.00%+4New
Vermillion Wealth Management, Inc.6$3440.00%+6New
Umb Bank N A7$4010.00%+1+16.7%Added
Zions Bancorporation, National Association7$4010.00%+7New
SHP Wealth Management7$4010.00%+7New
JFS Wealth Advisors, LLC7$4020.00%−1−12.5%Reduced
Pinnacle Wealth Planning Services, Inc.8$4580.00%+8New
Parkside Financial Bank & Trust10$5730.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.13$7450.00%+6+85.7%Added
Quaker Wealth Management, LLC15$8600.00%+15New
EverSource Wealth Advisors, LLC17$9730.00%−44−72.1%Reduced
Fortitude Family Office, LLC17$9740.00%+9+112.5%Added
Raleigh Capital Management Inc.19$1.09K0.00%+19New
ZRC Wealth Management, LLC21$1.20K0.00%+21New
SBI Securities Co., Ltd.25$1.43K0.00%00.0%Unchanged
Rossby Financial, LCC26$1.52K0.00%+14+116.7%Added
Assetmark, Inc29$1.66K0.00%00.0%Unchanged
Rachor Investment Advisory Services, LLC32$1.83K0.00%00.0%Unchanged
CVA Family Office, LLC34$1.95K0.00%+34New
TD Private Client Wealth LLC39$2.23K0.00%00.0%Unchanged
Bogart Wealth, LLC41$2.35K0.00%+41New
Root Financial Partners, LLC49$2.81K0.00%+18+58.1%Added
Versant Capital Management, Inc51$2.92K0.00%−121−70.3%Reduced
Northwestern Mutual Wealth Management Co55$3.15K0.00%−41−42.7%Reduced
JNBA Financial Advisors71$4.07K0.00%+71New
Steward Partners Investment Advisory, LLC79$4.53K0.00%−235−74.8%Reduced
Allworth Financial LP81$4.64K0.00%+56+224.0%Added
Signaturefd, LLC91$5.21K0.00%+91New
Beacon Investment Advisory Services, Inc.100$5.73K0.00%+100New
International Assets Investment Management, LLC106$6.20K0.00%00.0%Unchanged
MCF Advisors LLC132$7.56K0.00%+85+180.9%Added
Silicon Valley Capital Partners133$7.62K0.00%+133New
MAI Capital Management136$7.79K0.00%+125+1,136.4%Added
Massmutual Trust Co FSB137$7.85K0.00%−24−14.9%Reduced
Larson Financial Group LLC141$8.08K0.00%+108+327.3%Added
Whittier Trust Co of Nevada Inc150$8.77K0.00%00.0%Unchanged
Advisory Services Network, LLC175$10.0K0.00%+175New
Advisor Group Holdings, Inc.200$11.5K0.00%−142−41.5%Reduced
Whittier Trust Co224$13.1K0.00%+66+41.8%Added
Rockefeller Capital Management L.P.232$13.3K0.00%+219+1,684.6%Added
Optiver Holding B.V.290$16.6K0.00%+290New
Harbour Investments, Inc.300$17.2K0.00%00.0%Unchanged
Roxbury Financial LLC300$17.2K0.02%00.0%Unchanged
CWM, LLC304$17.4K0.00%+4+1.3%Added
Parallel Advisors, LLC304$17.4K0.00%+235+340.6%Added
Los Angeles Capital Management LLC322$18.4K0.00%−11,219−97.2%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA360$20.6K0.01%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.460$26.4K0.00%−1,201−72.3%Reduced
GAMMA Investing LLC508$29.1K0.00%+191+60.3%Added
Sunbelt Securities, Inc.562$32.2K0.00%−30−5.1%Reduced
Danske Bank A/S642$36.8K0.00%−271−29.7%Reduced
The PNC Financial Services Group, Inc.857$49.1K0.00%+87+11.3%Added
Nisa Investment Advisors, LLC908$52.0K0.00%+908New
STRS Ohio1,020$58.4K0.00%−2−0.2%Reduced
Quadrant Capital Group LLC1,076$61.6K0.00%+3+0.3%Added
Fifth Third Bancorp1,115$63.9K0.00%+709+174.6%Added
State of Wyoming1,135$65.0K0.01%+1,135New
Atlantic Edge Private Wealth Management, LLC1,140$65.3K0.02%+1,140New
Covestor Ltd1,196$69.0K0.05%−701−37.0%Reduced
Farther Finance Advisors, LLC1,188$69.5K0.00%+146+14.0%Added
Tower Research Capital LLC (TRC)1,291$74.0K0.00%+972+304.7%Added
Federation des caisses Desjardins du Quebec1,345$77.1K0.00%−382−22.1%Reduced
KBC Group NV1,447$83.0K0.00%+500+52.8%Added
RiverPark Advisors, LLC1,558$89.3K0.03%+994+176.2%Added
Bessemer Group Inc1,590$91.0K0.00%00.0%Unchanged
Simplex Trading, LLC1,758$100.7K0.00%+775+78.8%Added
MetLife Investment Management2,439$139.7K0.00%−117−4.6%Reduced
Deutsche Bank AG2,556$146.4K0.00%+236+10.2%Added
Caitong International Asset Management Co., Ltd2,722$155.9K0.03%+2,722New
Freestone Grove Partners LP3,024$173.2K0.00%+8+0.3%Added
Quent Capital, LLC3,171$181.7K0.01%00.0%Unchanged
Planning Directions Inc3,572$204.6K0.10%+3,572New
Huntleigh Advisors, Inc.3,878$222.2K0.04%−7,891−67.0%Reduced
Dynamic Technology Lab Private Ltd3,910$224.0K0.04%−3,880−49.8%Reduced
Warren Averett Asset Management, LLC4,060$232.6K0.00%00.0%Unchanged
Brinker Capital Investments, LLC4,071$233.2K0.00%+4,071New
Integrated Wealth Concepts LLC4,079$233.7K0.00%+4,079New
Lighthouse Investment Partners, LLC4,101$234.9K0.01%+10.0%Added
Fourth Dimension Wealth, LLC4,387$251.3K0.10%+4,387New
Centiva Capital, LP4,440$254.4K0.01%+4,440New
Russell Investments Group, Ltd.4,622$264.8K0.00%+10+0.2%Added
Janney Montgomery Scott LLC4,724$271.0K0.00%+4,724New
Qsemble Capital Management, LP4,955$283.9K0.02%+1,285+35.0%Added
Capital Group Investment Management Pte. Ltd.5,120$293.3K0.05%+977+23.6%Added
SG Americas Securities, LLC5,252$301.0K0.00%+770+17.2%Added
Pictet Asset Management Holding SA5,262$301.5K0.00%−35−0.7%Reduced
Jump Financial, LLC5,400$309.4K0.00%−6,753−55.6%Reduced
GWM Advisors LLC5,798$332.2K0.00%+5,798New
Aigen Investment Management, LP6,457$369.9K0.10%+6,457New