Latham Group, Inc.
SWIM- Exchange
- Nasdaq
- Industry
- Plastics Products, NEC
- SEC CIK
- 0001833197
No open-market purchases or sales by Latham Group, Inc. insiders were filed in the last 90 days; 134 institutions reported holding it in 13F filings for Q2 2026, worth $704.9M in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in Latham Group, Inc. as of Mar 31, 2022. 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
- 104
- +24 vs. Q4 2021
- Shares held
- 42.8M
- +13.3M (+45.0%) vs. Q4 2021
- Total value
- $566.9M
- −$162.7M (−22.3%) vs. Q4 2021
- New holders
- 36
- 51 more added
- Sold out
- 12
- 13 more reduced
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SWIM 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 | 134 | $704.9M |
| Q1 2026 | 142 | $571.5M |
| Q4 2025 | 150 | $675.1M |
| Q3 2025 | 139 | $863.5M |
| Q2 2025 | 128 | $734.7M |
| Q1 2025 | 131 | $725.0M |
| Q4 2024 | 140 | $785.4M |
| Q3 2024 | 132 | $267.8M |
| Q2 2024 | 109 | $95.2M |
| Q1 2024 | 104 | $124.0M |
| Q4 2023 | 110 | $79.0M |
| Q3 2023 | 107 | $86.7M |
| Q2 2023 | 103 | $122.6M |
| Q1 2023 | 113 | $93.5M |
| Q4 2022 | 129 | $107.6M |
| Q3 2022 | 128 | $130.4M |
| Q2 2022 | 126 | $262.0M |
| Q1 2022 | 104 | $566.9M |
| Q4 2021 | 80 | $729.6M |
| Q3 2021 | 66 | $422.5M |
| Q2 2021 | 86 | $918.8M |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Latham Group, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 29 | $0 | 0.00% | −1−3.3% | Reduced |
| SRS Capital Advisors, Inc. | 40 | $1.00K | 0.00% | +40 | New |
| Institutional & Family Asset Management, LLC | 145 | $2.00K | 0.00% | +145 | New |
| Global Retirement Partners, LLC | 265 | $2.00K | 0.00% | +265 | New |
| TCI Wealth Advisors, Inc. | 250 | $3.00K | 0.00% | +250 | New |
| EverSource Wealth Advisors, LLC | 238 | $3.00K | 0.00% | +238 | New |
| US Bancorp | 412 | $5.00K | 0.00% | +236+134.1% | Added |
| FMR LLC | 361 | $5.00K | 0.00% | +361 | New |
| Carolinas Wealth Consulting LLC | 524 | $7.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 554 | $7.00K | 0.00% | +449+427.6% | Added |
| Washington Trust Advisors, Inc. | 567 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 582 | $8.00K | 0.00% | +582 | New |
| Dark Forest Capital Management LP | 1,048 | $13.0K | 0.00% | +1,045+34,833.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,583 | $21.0K | 0.00% | +1,233+352.3% | Added |
| Metropolitan Life Insurance Co | 2,952 | $39.1K | 0.00% | −6,163−67.6% | Reduced |
| Ameritas Investment Partners, Inc. | 3,322 | $44.0K | 0.00% | +856+34.7% | Added |
| UBS Group AG | 4,393 | $58.0K | 0.00% | −6,955−61.3% | Reduced |
| Amalgamated Bank | 6,428 | $85.0K | 0.00% | +6,428 | New |
| Ensign Peak Advisors, Inc | 6,410 | $85.0K | 0.00% | +6,410 | New |
| Amalgamated Financial Corp. | 6,428 | $85.0K | 0.00% | +6,428 | New |
| Point72 Hong Kong Ltd | 6,684 | $88.0K | 0.01% | +6,684 | New |
| Barclays PLC | 7,268 | $96.0K | 0.00% | +7,268 | New |
| Emerald Advisers, LLC | 11,860 | $157.0K | 0.01% | −519,741−97.8% | Reduced |
| Parametric Portfolio Associates LLC | 12,240 | $162.0K | 0.00% | −552−4.3% | Reduced |
| Kennedy Capital Management, Inc. | 12,325 | $163.0K | 0.00% | +12,325 | New |
| Arizona State Retirement System | 12,964 | $172.0K | 0.00% | +4,862+60.0% | Added |
| The PNC Financial Services Group, Inc. | 13,394 | $178.0K | 0.00% | +13,394 | New |
| Citigroup Inc | 13,571 | $180.0K | 0.00% | −4,994−26.9% | Reduced |
| Quantbot Technologies LP | 13,622 | $180.0K | 0.02% | +13,622 | New |
| Park Avenue Securities LLC | 13,986 | $185.0K | 0.00% | −107−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 15,451 | $205.0K | 0.00% | +14,034+990.4% | Added |
| Legal & General Group Plc | 15,593 | $206.0K | 0.00% | +4,734+43.6% | Added |
| ELCO Management Co., LLC | 17,511 | $232.0K | 0.16% | +17,511 | New |
| Manufacturers Life Insurance Company, The | 17,758 | $235.1K | 0.00% | +1,773+11.1% | Added |
| Invesco Ltd. | 17,920 | $237.0K | 0.00% | +4,040+29.1% | Added |
| Blueshift Asset Management, LLC | 21,194 | $281.0K | 0.03% | +21,194 | New |
| American International Group, Inc. | 21,267 | $282.0K | 0.00% | +4,308+25.4% | Added |
| Balyasny Asset Management LLC | 21,262 | $282.0K | 0.00% | +21,262 | New |
| SEI Investments Co | 21,975 | $291.0K | 0.00% | +11,807+116.1% | Added |
| Los Angeles Capital Management LLC | 22,040 | $292.0K | 0.00% | +22,040 | New |
| Deutsche Bank AG | 24,404 | $323.0K | 0.00% | +3,983+19.5% | Added |
| Prudential Financial Inc | 24,572 | $325.0K | 0.00% | +8,554+53.4% | Added |
| Royal Bank of Canada | 24,853 | $329.0K | 0.00% | +16,167+186.1% | Added |
| Laurel Wealth Advisors, Inc. | 25,137 | $333.0K | 0.03% | 00.0% | Unchanged |
| MetLife Investment Management | 25,195 | $333.6K | 0.00% | +12,891+104.8% | Added |
| Man Group plc | 26,205 | $347.0K | 0.00% | +26,205 | New |
| New York State Common Retirement Fund | 27,075 | $358.0K | 0.00% | +8,795+48.1% | Added |
| HighTower Advisors, LLC | 27,588 | $373.0K | 0.00% | +27,588 | New |
| JPMorgan Chase & Co | 29,429 | $390.0K | 0.00% | −16,663−36.2% | Reduced |
| First Republic Investment Management, Inc. | 29,594 | $392.0K | 0.00% | +29,594 | New |
| Davenport & Co LLC | 32,331 | $428.0K | 0.00% | +32,331 | New |
| ExodusPoint Capital Management, LP | 32,823 | $435.0K | 0.01% | +32,823 | New |
| Bokf, NA | 34,693 | $459.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35,840 | $474.0K | 0.04% | −6,794−15.9% | Reduced |
| Credit Suisse AG | 37,015 | $490.0K | 0.00% | +18,262+97.4% | Added |
| Rhumbline Advisers | 37,768 | $500.0K | 0.00% | +9,987+35.9% | Added |
| Jane Street Group, LLC | 38,583 | $511.0K | 0.00% | +38,583 | New |
| Holocene Advisors, LP | 49,266 | $652.0K | 0.00% | +49,266 | New |
| UBS Asset Management Americas Inc | 50,740 | $671.8K | 0.00% | +30,540+151.2% | Added |
| Intercontinental Wealth Advisors, LLC | 53,144 | $704.0K | 0.16% | −36−0.1% | Reduced |
| California State Teachers Retirement System | 59,149 | $783.0K | 0.00% | +16,363+38.2% | Added |
| Cubist Systematic Strategies, LLC | 60,495 | $801.0K | 0.01% | +30,074+98.9% | Added |
| Select Equity Group, L.P. | 66,662 | $883.0K | 0.00% | +24,803+59.3% | Added |
| Stifel Financial Corp | 76,773 | $1.02M | 0.00% | +76,773 | New |
| Advisor Group Holdings, Inc. | 79,293 | $1.05M | 0.00% | +30,708+63.2% | Added |
| Blair William & Co | 80,565 | $1.07M | 0.00% | +3,684+4.8% | Added |
| J. Goldman & Co LP | 84,087 | $1.11M | 0.08% | +84,087 | New |
| Oppenheimer Asset Management Inc. | 91,398 | $1.21M | 0.02% | +39,959+77.7% | Added |
| Alpha Paradigm Partners, LLC | 104,709 | $1.39M | 0.55% | +88,615+550.6% | Added |
| Swiss National Bank | 113,400 | $1.50M | 0.00% | +47,100+71.0% | Added |
| Boston Partners | 121,751 | $1.61M | 0.00% | +121,751 | New |
| Waratah Capital Advisors Ltd. | 127,480 | $1.69M | 0.08% | +100,081+365.3% | Added |
| Bank of New York Mellon Corp | 132,582 | $1.75M | 0.00% | +33,518+33.8% | Added |
| D. E. Shaw & Co., Inc. | 142,119 | $1.88M | 0.00% | +110,190+345.1% | Added |
| Goldman Sachs Group Inc | 149,113 | $1.97M | 0.00% | −81,014−35.2% | Reduced |
| Nuveen Asset Management, LLC | 145,698 | $2.17M | 0.00% | +63,813+77.9% | Added |
| Renaissance Technologies LLC | 175,100 | $2.32M | 0.00% | +175,100 | New |
| Boothbay Fund Management, LLC | 176,306 | $2.33M | 0.08% | +141,196+402.2% | Added |
| Truist Financial Corp | 219,856 | $2.91M | 0.00% | +127,771+138.8% | Added |
| Natixis Advisors, L.P. | 223,187 | $2.96M | 0.01% | +223,187 | New |
| Millennium Management LLC | 249,853 | $3.31M | 0.00% | +249,853 | New |
| Charles Schwab Investment Management Inc | 259,025 | $3.43M | 0.00% | +91,476+54.6% | Added |
| Premier Fund Managers Ltd | 296,543 | $4.15M | 0.15% | +296,543 | New |
| Pier Capital, LLC | 359,882 | $4.76M | 0.61% | −117,716−24.6% | Reduced |
| Advantage Alpha Capital Partners LP | 360,291 | $4.77M | 0.71% | +65,290+22.1% | Added |
| Northern Trust Corp | 369,493 | $4.89M | 0.00% | +92,225+33.3% | Added |
| Envestnet Asset Management Inc | 496,237 | $6.57M | 0.00% | +280,463+130.0% | Added |
| LMR Partners LLP | 500,000 | $6.62M | 0.10% | +500,000 | New |
| Schonfeld Strategic Advisors LLC | 625,700 | $8.29M | 0.09% | +550,800+735.4% | Added |
| State Street Corp | 627,980 | $8.31M | 0.00% | +129,827+26.1% | Added |
| Citadel Advisors LLC | 647,270 | $8.57M | 0.01% | +647,270 | New |
| Morgan Stanley | 674,701 | $8.93M | 0.00% | +640,111+1,850.6% | Added |
| Geode Capital Management, LLC | 732,870 | $9.70M | 0.00% | +223,183+43.8% | Added |
| Bank of America Corp | 826,564 | $10.9M | 0.00% | +399,703+93.6% | Added |
| Zimmer Partners, LP | 861,400 | $11.4M | 0.17% | −688,710−44.4% | Reduced |
| Intrinsic Edge Capital Management LLC | 882,790 | $11.7M | 0.92% | +882,790 | New |
| Wells Fargo & Company | 906,780 | $12.0M | 0.00% | +595,811+191.6% | Added |
| Federated Hermes, Inc. | 1,480,500 | $19.6M | 0.04% | +410,500+38.4% | Added |
| ACK Asset Management LLC | 1,908,500 | $25.3M | 5.48% | +873,500+84.4% | Added |
| BlackRock Inc. | 2,476,047 | $32.8M | 0.00% | +674,112+37.4% | Added |