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, Q4 2022
Institutional positions in Latham Group, Inc. as of Dec 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
- 129
- +1 vs. Q3 2022
- Shares held
- 33.4M
- −2.91M (−8.0%) vs. Q3 2022
- Total value
- $107.6M
- −$22.8M (−17.5%) vs. Q3 2022
- New holders
- 28
- 40 more added
- Sold out
- 27
- 46 more reduced
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding Latham Group, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 63 | $0 | 0.00% | −315−83.3% | Reduced |
| CWM, LLC | 86 | $0 | 0.00% | −256−74.9% | Reduced |
| Ronald Blue Trust, Inc. | 95 | $0 | 0.00% | +58+156.8% | Added |
| Covestor Ltd | 19 | $0 | 0.00% | −1−5.0% | Reduced |
| Jones Financial Companies LLLP | 40 | $0 | 0.00% | +40 | New |
| Nisa Investment Advisors, LLC | 64 | $0 | 0.00% | +64 | New |
| Versant Capital Management, Inc | 84 | $270 | 0.00% | +38+82.6% | Added |
| Parkside Financial Bank & Trust | 99 | $319 | 0.00% | +99 | New |
| Money Concepts Capital Corp | 115 | $370 | 0.00% | +115 | New |
| Institutional & Family Asset Management, LLC | 244 | $786 | 0.00% | −7−2.8% | Reduced |
| SRS Capital Advisors, Inc. | 249 | $802 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 271 | $873 | 0.00% | +19+7.5% | Added |
| Dark Forest Capital Management LP | 360 | $1.16K | 0.00% | −5,735−94.1% | Reduced |
| Allworth Financial LP | 468 | $1.51K | 0.00% | +468 | New |
| Northwestern Mutual Wealth Management Co | 497 | $1.60K | 0.00% | +497 | New |
| Carolinas Wealth Consulting LLC | 524 | $1.69K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 637 | $2.00K | 0.00% | +637 | New |
| Lindbrook Capital, LLC | 677 | $2.18K | 0.00% | +331+95.7% | Added |
| US Bancorp | 713 | $2.30K | 0.00% | +713 | New |
| FMR LLC | 1,008 | $3.25K | 0.00% | +317+45.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,075 | $3.46K | 0.00% | −271−20.1% | Reduced |
| Group One Trading, L.P. | 1,205 | $3.88K | 0.00% | +705+141.0% | Added |
| Advisory Services Network, LLC | 1,736 | $5.59K | 0.00% | +1,736 | New |
| EverSource Wealth Advisors, LLC | 2,432 | $7.83K | 0.00% | +2,432 | New |
| Metropolitan Life Insurance Co | 3,067 | $9.88K | 0.00% | +115+3.9% | Added |
| Citigroup Inc | 3,225 | $10.4K | 0.00% | −10,120−75.8% | Reduced |
| Ameritas Investment Partners, Inc. | 3,322 | $12.2K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 6,321 | $20.4K | 0.00% | +6,321 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,737 | $21.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 6,972 | $22.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 9,908 | $31.9K | 0.00% | +415+4.4% | Added |
| LPL Financial LLC | 10,397 | $33.5K | 0.00% | +10,397 | New |
| Creative Planning | 10,508 | $33.8K | 0.00% | +508+5.1% | Added |
| Jump Financial, LLC | 10,900 | $35.1K | 0.00% | −97,900−90.0% | Reduced |
| Balyasny Asset Management LLC | 11,452 | $36.9K | 0.00% | +11,452 | New |
| Barclays PLC | 11,563 | $37.2K | 0.00% | −30,830−72.7% | Reduced |
| ExodusPoint Capital Management, LP | 11,999 | $39.0K | 0.00% | −13,966−53.8% | Reduced |
| State of Wyoming | 12,484 | $40.2K | 0.01% | −8,902−41.6% | Reduced |
| UBS Group AG | 13,118 | $42.2K | 0.00% | −50,236−79.3% | Reduced |
| Arizona State Retirement System | 13,219 | $42.6K | 0.00% | +221+1.7% | Added |
| Tower Research Capital LLC (TRC) | 15,314 | $49.0K | 0.00% | +10,349+208.4% | Added |
| Alpine Global Management, LLC | 15,672 | $50.0K | 0.02% | +15,672 | New |
| Prudential Financial Inc | 15,815 | $50.9K | 0.00% | +280+1.8% | Added |
| Kennedy Capital Management, Inc. | 15,832 | $51.0K | 0.00% | −2,702−14.6% | Reduced |
| SYSTM Wealth Solutions LLC | 16,524 | $53.2K | 0.01% | +16,524 | New |
| Voya Investment Management LLC | 16,560 | $53.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 17,136 | $55.2K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 17,213 | $55.4K | 0.00% | −3,935−18.6% | Reduced |
| Cetera Advisor Networks LLC | 17,339 | $55.8K | 0.00% | +17,339 | New |
| Mirae Asset Global Investments Co., Ltd. | 17,919 | $57.7K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 19,038 | $61.3K | 0.00% | −116−0.6% | Reduced |
| Invesco Ltd. | 19,450 | $62.6K | 0.00% | −1,886−8.8% | Reduced |
| American International Group, Inc. | 20,371 | $65.6K | 0.00% | −75−0.4% | Reduced |
| Oppenheimer Asset Management Inc. | 21,448 | $69.1K | 0.00% | +21,448 | New |
| MetLife Investment Management | 25,195 | $81.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 31,060 | $100.0K | 0.00% | −72−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 32,039 | $103.0K | 0.00% | +22,343+230.4% | Added |
| RBF Capital, LLC | 32,898 | $106.0K | 0.01% | +32,898 | New |
| Bokf, NA | 34,256 | $110.3K | 0.00% | −437−1.3% | Reduced |
| Dimensional Fund Advisors LP | 34,518 | $111.0K | 0.00% | +9,406+37.5% | Added |
| HighTower Advisors, LLC | 39,297 | $114.0K | 0.00% | −5,160−11.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35,840 | $115.4K | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 38,390 | $123.6K | 0.00% | −6,394−14.3% | Reduced |
| Squarepoint Ops LLC | 39,374 | $126.8K | 0.00% | −104,950−72.7% | Reduced |
| Royal Bank of Canada | 44,864 | $144.0K | 0.00% | +4,038+9.9% | Added |
| Alliancebernstein L.P. | 44,900 | $144.6K | 0.00% | +12,400+38.2% | Added |
| The PNC Financial Services Group, Inc. | 44,955 | $144.8K | 0.00% | +6,915+18.2% | Added |
| Marshall Wace, LLP | 45,500 | $146.5K | 0.00% | −48,700−51.7% | Reduced |
| Graham Capital Management, L.P. | 46,760 | $150.6K | 0.01% | −21,063−31.1% | Reduced |
| XTX Topco Ltd | 50,228 | $161.7K | 0.03% | +50,228 | New |
| Goldman Sachs Group Inc | 51,304 | $165.2K | 0.00% | −585,029−91.9% | Reduced |
| Intercontinental Wealth Advisors, LLC | 51,749 | $166.6K | 0.05% | −2,521−4.6% | Reduced |
| Credit Suisse AG | 52,157 | $167.9K | 0.00% | +7,357+16.4% | Added |
| Davenport & Co LLC | 52,036 | $168.0K | 0.00% | −1,035−2.0% | Reduced |
| Alpha Paradigm Partners, LLC | 52,373 | $169.0K | 0.07% | −58,312−52.7% | Reduced |
| Cubist Systematic Strategies, LLC | 55,238 | $177.9K | 0.00% | −95,714−63.4% | Reduced |
| Ergoteles LLC | 55,305 | $178.1K | 0.01% | +55,305 | New |
| Aristides Capital LLC | 56,948 | $183.4K | 0.11% | +56,948 | New |
| California State Teachers Retirement System | 57,928 | $186.5K | 0.00% | −230−0.4% | Reduced |
| Rhumbline Advisers | 58,112 | $187.0K | 0.00% | +3,617+6.6% | Added |
| UBS Asset Management Americas Inc | 58,540 | $188.5K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 59,361 | $191.1K | 0.00% | +59,361 | New |
| Susquehanna Fundamental Investments, LLC | 60,006 | $193.2K | 0.00% | +60,006 | New |
| Jane Street Group, LLC | 64,439 | $207.5K | 0.00% | +31,820+97.6% | Added |
| Raymond James & Associates | 65,162 | $209.8K | 0.00% | −1,781−2.7% | Reduced |
| Algert Global LLC | 72,780 | $234.4K | 0.01% | +72,780 | New |
| PDT Partners, LLC | 74,165 | $238.8K | 0.04% | +28,015+60.7% | Added |
| Millennium Management LLC | 74,570 | $240.0K | 0.00% | −1,077,878−93.5% | Reduced |
| Janney Montgomery Scott LLC | 79,794 | $257.0K | 0.00% | −30,448−27.6% | Reduced |
| Los Angeles Capital Management LLC | 80,547 | $259.4K | 0.00% | +30,827+62.0% | Added |
| Walleye Capital LLC | 88,802 | $285.9K | 0.01% | +88,802 | New |
| Deutsche Bank AG | 99,368 | $320.0K | 0.00% | +288+0.3% | Added |
| Blair William & Co | 102,629 | $330.5K | 0.00% | +22,492+28.1% | Added |
| Truist Financial Corp | 109,361 | $352.1K | 0.00% | +30,343+38.4% | Added |
| Swiss National Bank | 113,400 | $365.1K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 126,476 | $407.3K | 0.00% | −11,118−8.1% | Reduced |
| Boston Partners | 130,493 | $420.2K | 0.00% | −214,053−62.1% | Reduced |
| State of Wisconsin Investment Board | 133,340 | $429.4K | 0.00% | +14,743+12.4% | Added |
| Bank of New York Mellon Corp | 137,739 | $443.5K | 0.00% | +1,455+1.1% | Added |
| Morgan Stanley | 173,318 | $558.1K | 0.00% | −45,965−21.0% | Reduced |