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, Q2 2026

Institutional positions in Loar Holdings 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
284
+39 vs. Q1 2026
Shares held
88.7M
−207.5K (−0.2%) vs. Q1 2026
Total value
$7.15B
+$2.06B (+40.4%) vs. Q1 2026
New holders
76
98 more added
Sold out
37
83 more reduced

3 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 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 holdersQ2 2026: 284 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 heldQ2 2026: $7.15B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Loar Holdings Inc.; share changes are against Q1 2026.

Institutions holding LOAR in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC2$00.00%+2New
Navigoe, LLC1$00.00%+1New
3 Factor Indexing, LLC1$810.00%−2−66.7%Reduced
Dunhill Financial, LLC1$810.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC1$810.00%00.0%Unchanged
DecisionPoint Financial, LLC1$810.00%+1New
ROSS\JOHNSON & Associates LLC1$810.00%+1New
SHP Wealth Management2$1610.00%−5−71.4%Reduced
LRI Investments, LLC2$1610.00%+2New
SJS Investment Consulting Inc.3$2420.00%+1+50.0%Added
Bryn Mawr Trust Co3$2420.00%+3New
Cassaday & Co Wealth Management LLC3$2420.00%+3New
Plante Moran Financial Advisors, LLC4$3220.00%+4New
Creative Capital Management Investments LLC4$3220.00%+4New
JFS Wealth Advisors, LLC4$3230.00%−3−42.9%Reduced
DiNuzzo Private Wealth, Inc.4$3230.00%+3+300.0%Added
Clearstead Advisors, LLC4$3230.00%+4New
Silver Grove Financial Group, Inc.5$4030.00%+5New
HFM Investment Advisors, LLC6$4840.00%+4+200.0%Added
Activest Wealth Management6$4840.00%+6New
Transamerica Financial Advisors, Inc.7$5640.00%+4+133.3%Added
Pinnacle Wealth Planning Services, Inc.8$6450.00%00.0%Unchanged
Marquette Asset Management, LLC8$6450.00%+8New
AdvisorNet Financial, Inc8$6450.00%+8New
Rossby Financial, LCC10$8060.00%−16−61.5%Reduced
Fortitude Family Office, LLC10$8060.00%−7−41.2%Reduced
Acumen Wealth Advisors, LLC10$8070.00%+10New
Quaker Wealth Management, LLC11$8870.00%−4−26.7%Reduced
True Wealth Design, LLC11$8870.00%+11New
Principia Wealth Advisory, LLC11$8870.00%+11New
Keating Financial Advisory Services, Inc.12$9670.00%−1−7.7%Reduced
Rothschild Investment LLC12$9670.00%+12New
CVA Family Office, LLC14$1.13K0.00%−20−58.8%Reduced
Cromwell Holdings LLC14$1.13K0.00%+11+366.7%Added
MV Capital Management, Inc.14$1.13K0.00%+14New
Bare Financial Services, Inc16$1.29K0.00%+16New
SBI Securities Co., Ltd.21$1.69K0.00%−4−16.0%Reduced
Action Point Financial Planning, LLC23$1.77K0.00%+23New
Tower Research Capital LLC (TRC)24$1.94K0.00%−1,267−98.1%Reduced
ZRC Wealth Management, LLC25$2.02K0.00%+4+19.0%Added
Zions Bancorporation, National Association28$2.26K0.00%+21+300.0%Added
Assetmark, Inc31$2.50K0.00%+2+6.9%Added
TD Private Client Wealth LLC48$3.87K0.00%+9+23.1%Added
Owl Creek Wealth Partners LLC55$4.43K0.00%+55New
Bogart Wealth, LLC58$4.67K0.00%+17+41.5%Added
Fulcrum Asset Management LLP60$4.79K0.00%+60New
Signaturefd, LLC74$5.96K0.00%−17−18.7%Reduced
Planning Strategies Inc.96$7.74K0.00%+96New
Larson Financial Group LLC99$7.98K0.00%−42−29.8%Reduced
Beacon Investment Advisory Services, Inc.100$8.06K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC109$8.79K0.00%−799−88.0%Reduced
International Assets Investment Management, LLC120$9.63K0.00%+14+13.2%Added
MCF Advisors LLC132$10.6K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc150$11.7K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC189$15.2K0.00%+172+1,011.8%Added
Quarry LP222$17.9K0.00%+222New
Whittier Trust Co224$18.2K0.00%00.0%Unchanged
Massmutual Trust Co FSB233$18.8K0.00%+96+70.1%Added
Rockefeller Capital Management L.P.251$20.2K0.00%+19+8.2%Added
Salomon & Ludwin, LLC260$20.9K0.00%+260New
Caitong International Asset Management Co., Ltd259$20.9K0.00%−2,463−90.5%Reduced
Bessemer Group Inc270$22.0K0.00%−1,320−83.0%Reduced
Silicon Valley Capital Partners285$23.0K0.00%+152+114.3%Added
GAMMA Investing LLC294$23.7K0.00%−214−42.1%Reduced
Quantbot Technologies LP296$23.9K0.00%+296New
Roxbury Financial LLC300$24.2K0.02%00.0%Unchanged
Harbour Investments, Inc.301$24.3K0.00%+1+0.3%Added
State of Wyoming369$29.7K0.00%−766−67.5%Reduced
Parallel Advisors, LLC392$31.6K0.00%+88+28.9%Added
Nykredit A/S415$33.5K0.00%+415New
Natixis419$33.8K0.00%+419New
Allworth Financial LP428$34.5K0.00%+347+428.4%Added
SRS Capital Advisors, Inc.443$35.7K0.00%+443New
Advisor Group Holdings, Inc.452$36.4K0.00%+252+126.0%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.454$36.6K0.00%−6−1.3%Reduced
Global Retirement Partners, LLC463$37.3K0.00%+463New
Towarzystwo Funduszy Inwestycyjnych Pzu SA660$53.2K0.01%+300+83.3%Added
Danske Bank A/S686$55.3K0.00%+44+6.9%Added
University of Texas/Texas Am Investment Managment Co708$57.1K0.01%+708New
MetLife Investment Management719$58.0K0.00%−1,720−70.5%Reduced
STRS Ohio929$74.9K0.00%−91−8.9%Reduced
Aster Capital Management (DIFC) Ltd1,003$80.9K0.02%+1,003New
Covestor Ltd1,139$92.0K0.05%−57−4.8%Reduced
The PNC Financial Services Group, Inc.1,148$92.5K0.00%+291+34.0%Added
Neo Ivy Capital Management1,247$100.5K0.02%+1,247New
Fifth Third Bancorp1,264$101.9K0.00%+149+13.4%Added
Atlantic Edge Private Wealth Management, LLC1,445$116.5K0.02%+305+26.8%Added
KBC Group NV1,447$117.0K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec1,533$123.6K0.00%+188+14.0%Added
RiverPark Advisors, LLC1,540$124.1K0.06%−18−1.2%Reduced
Farther Finance Advisors, LLC1,595$128.4K0.00%+407+34.3%Added
Deutsche Bank AG2,345$189.0K0.00%−211−8.3%Reduced
Qsemble Capital Management, LP2,503$201.8K0.03%−2,452−49.5%Reduced
Atria Investments LLC2,633$212.2K0.00%+2,633New
Frec Markets, Inc.2,658$214.3K0.02%+2,658New
Oak Thistle LLC2,730$220.1K0.02%+2,730New
CIBC Asset Management Inc2,774$223.6K0.00%+2,774New
M&T Bank Corp2,817$226.9K0.00%+2,817New
Associated Banc-Corp2,866$231.0K0.01%+2,866New
Knollwood Investment Advisory, LLC2,877$231.9K0.02%+2,877New