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 2023
Institutional positions in Latham Group, Inc. as of Mar 31, 2023. 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
- 113
- −15 vs. Q4 2022
- Shares held
- 32.7M
- −679.9K (−2.0%) vs. Q4 2022
- Total value
- $93.5M
- −$13.9M (−13.0%) vs. Q4 2022
- New holders
- 9
- 50 more added
- Sold out
- 24
- 33 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | $863.6M |
| Q2 2025 | 128 | $738.5M |
| Q1 2025 | 131 | $725.1M |
| Q4 2024 | 140 | $785.4M |
| Q3 2024 | 132 | $267.9M |
| Q2 2024 | 109 | $95.3M |
| Q1 2024 | 104 | $126.5M |
| Q4 2023 | 110 | $79.9M |
| Q3 2023 | 107 | $86.7M |
| Q2 2023 | 103 | $122.6M |
| Q1 2023 | 113 | $93.5M |
| Q4 2022 | 129 | $107.6M |
| Q3 2022 | 128 | $130.5M |
| 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 2023
Shares, value and share of portfolio for each institution holding Latham Group, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 6,154,046 | $17.6M | 0.05% | +218,368+3.7% | Added |
| Ameriprise Financial Inc | 2,941,504 | $8.41M | 0.00% | +478,099+19.4% | Added |
| BlackRock Inc. | 2,700,120 | $7.72M | 0.00% | +47,715+1.8% | Added |
| Vanguard Group Inc | 2,027,032 | $5.80M | 0.00% | −809,640−28.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 1,712,010 | $4.90M | 0.02% | +464,210+37.2% | Added |
| Voss Capital, LLC | 1,682,039 | $4.81M | 0.62% | +787,768+88.1% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 1,603,959 | $4.59M | 3.62% | +14,592+0.9% | Added |
| Fred Alger Management, LLC | 1,443,710 | $4.13M | 0.02% | +9,268+0.6% | Added |
| D. E. Shaw & Co., Inc. | 1,004,073 | $2.87M | 0.00% | −224,924−18.3% | Reduced |
| Alyeska Investment Group, L.P. | 962,350 | $2.75M | 0.02% | −42,450−4.2% | Reduced |
| Geode Capital Management, LLC | 836,320 | $2.39M | 0.00% | +4,020+0.5% | Added |
| State Street Corp | 774,164 | $2.21M | 0.00% | +1,390+0.2% | Added |
| Formula Growth Ltd | 765,000 | $2.19M | 0.70% | +5,000+0.7% | Added |
| Wells Fargo & Company | 578,531 | $1.65M | 0.00% | +58,245+11.2% | Added |
| Natixis Advisors, L.P. | 578,485 | $1.65M | 0.01% | +147,216+34.1% | Added |
| Victory Capital Management Inc | 538,730 | $1.54M | 0.00% | +155,844+40.7% | Added |
| Citadel Advisors LLC | 496,598 | $1.42M | 0.00% | −77,943−13.6% | Reduced |
| Northern Trust Corp | 410,952 | $1.18M | 0.00% | +5,252+1.3% | Added |
| Renaissance Technologies LLC | 387,800 | $1.11M | 0.00% | −97,900−20.2% | Reduced |
| Nuveen Asset Management, LLC | 318,965 | $912.0K | 0.00% | +93,741+41.6% | Added |
| Charles Schwab Investment Management Inc | 315,847 | $903.3K | 0.00% | +21,331+7.2% | Added |
| Envestnet Asset Management Inc | 310,204 | $887.2K | 0.00% | +35,813+13.1% | Added |
| Bank of America Corp | 219,728 | $628.4K | 0.00% | +24,933+12.8% | Added |
| Premier Fund Managers Ltd | 206,559 | $575.0K | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 172,844 | $494.3K | 0.00% | −474−0.3% | Reduced |
| State of Wisconsin Investment Board | 167,298 | $478.5K | 0.00% | +33,958+25.5% | Added |
| Algert Global LLC | 135,854 | $388.5K | 0.02% | +63,074+86.7% | Added |
| Bank of New York Mellon Corp | 134,294 | $384.1K | 0.00% | −3,445−2.5% | Reduced |
| Stifel Financial Corp | 131,150 | $375.1K | 0.00% | +4,674+3.7% | Added |
| Squarepoint Ops LLC | 124,555 | $356.2K | 0.00% | +85,181+216.3% | Added |
| Truist Financial Corp | 123,700 | $353.8K | 0.00% | +14,339+13.1% | Added |
| Blair William & Co | 122,402 | $350.1K | 0.00% | +19,773+19.3% | Added |
| Millennium Management LLC | 122,108 | $349.0K | 0.00% | +47,538+63.7% | Added |
| JPMorgan Chase & Co | 120,917 | $345.0K | 0.00% | −92,655−43.4% | Reduced |
| Deutsche Bank AG | 106,340 | $304.1K | 0.00% | +6,972+7.0% | Added |
| Swiss National Bank | 101,100 | $289.1K | 0.00% | −12,300−10.8% | Reduced |
| Invesco Ltd. | 96,314 | $275.5K | 0.00% | +76,864+395.2% | Added |
| Jane Street Group, LLC | 84,821 | $242.6K | 0.00% | +20,382+31.6% | Added |
| Janney Montgomery Scott LLC | 84,701 | $242.0K | 0.00% | +4,907+6.1% | Added |
| HRT Financial LP | 81,322 | $232.0K | 0.00% | +81,322 | New |
| Dimensional Fund Advisors LP | 80,750 | $230.6K | 0.00% | +46,232+133.9% | Added |
| Los Angeles Capital Management LLC | 78,707 | $225.1K | 0.00% | −1,840−2.3% | Reduced |
| Royal Bank of Canada | 74,415 | $213.0K | 0.00% | +29,551+65.9% | Added |
| PDT Partners, LLC | 74,165 | $212.1K | 0.03% | 00.0% | Unchanged |
| SEI Investments Co | 71,241 | $203.7K | 0.00% | +11,880+20.0% | Added |
| Susquehanna International Group, LLP | 68,000 | $194.5K | 0.00% | +50,787+295.1% | Added |
| Goldman Sachs Group Inc | 64,599 | $184.8K | 0.00% | +13,295+25.9% | Added |
| UBS Asset Management Americas Inc | 58,540 | $167.4K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 57,769 | $165.0K | 0.00% | −343−0.6% | Reduced |
| California State Teachers Retirement System | 57,096 | $163.3K | 0.00% | −832−1.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 56,123 | $160.5K | 0.00% | −3,883−6.5% | Reduced |
| Davenport & Co LLC | 55,480 | $158.7K | 0.00% | +3,444+6.6% | Added |
| Credit Suisse AG | 53,475 | $152.9K | 0.00% | +1,318+2.5% | Added |
| Intercontinental Wealth Advisors, LLC | 51,749 | $148.0K | 0.04% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 51,527 | $147.4K | 0.00% | −3,711−6.7% | Reduced |
| Two Sigma Investments, LP | 49,800 | $142.4K | 0.00% | −128,028−72.0% | Reduced |
| Marshall Wace, LLP | 45,500 | $130.1K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 44,309 | $126.7K | 0.00% | +5,919+15.4% | Added |
| Alliancebernstein L.P. | 40,300 | $115.3K | 0.00% | −4,600−10.2% | Reduced |
| HighTower Advisors, LLC | 44,081 | $109.0K | 0.00% | +4,784+12.2% | Added |
| Prudential Financial Inc | 15,697 | $106.7K | 0.00% | −118−0.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35,840 | $102.5K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 35,478 | $101.4K | 0.00% | +3,439+10.7% | Added |
| SG Americas Securities, LLC | 34,997 | $100.0K | 0.00% | +34,997 | New |
| RBF Capital, LLC | 32,898 | $94.1K | 0.01% | 00.0% | Unchanged |
| Ergoteles LLC | 31,879 | $91.2K | 0.00% | −23,426−42.4% | Reduced |
| Verition Fund Management LLC | 30,818 | $88.1K | 0.00% | +30,818 | New |
| MetLife Investment Management | 25,195 | $72.1K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 24,448 | $69.9K | 0.00% | −40,714−62.5% | Reduced |
| Oppenheimer Asset Management Inc. | 21,849 | $62.5K | 0.00% | +401+1.9% | Added |
| Barclays PLC | 21,650 | $61.9K | 0.00% | +10,087+87.2% | Added |
| American International Group, Inc. | 20,786 | $59.4K | 0.00% | +415+2.0% | Added |
| Manufacturers Life Insurance Company, The | 19,038 | $54.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 18,877 | $54.0K | 0.00% | +5,759+43.9% | Added |
| XTX Topco Ltd | 17,998 | $51.5K | 0.01% | −32,230−64.2% | Reduced |
| Cetera Advisor Networks LLC | 17,215 | $49.2K | 0.00% | −124−0.7% | Reduced |
| Janus Henderson Group PLC | 16,919 | $48.2K | 0.00% | +16,919 | New |
| Voya Investment Management LLC | 16,560 | $47.4K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 16,309 | $46.6K | 0.01% | −215−1.3% | Reduced |
| Kennedy Capital Management, Inc. | 15,832 | $45.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 15,294 | $44.0K | 0.00% | −20−0.1% | Reduced |
| Point72 Asset Management, L.P. | 14,992 | $42.9K | 0.00% | +14,992 | New |
| Bayesian Capital Management, LP | 13,830 | $39.6K | 0.00% | +13,830 | New |
| Arizona State Retirement System | 13,574 | $38.8K | 0.00% | +355+2.7% | Added |
| The PNC Financial Services Group, Inc. | 12,486 | $35.7K | 0.00% | −32,469−72.2% | Reduced |
| New York State Common Retirement Fund | 11,360 | $32.5K | 0.00% | −19,700−63.4% | Reduced |
| Commonwealth Equity Services, LLC | 10,680 | $30.0K | 0.00% | +10,680 | New |
| Citigroup Inc | 10,239 | $29.3K | 0.00% | +7,014+217.5% | Added |
| Creative Planning | 10,000 | $28.6K | 0.00% | −508−4.8% | Reduced |
| Legal & General Group Plc | 7,656 | $21.9K | 0.00% | −9,480−55.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,737 | $19.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 6,066 | $17.0K | 0.00% | −906−13.0% | Reduced |
| Ameritas Investment Partners, Inc. | 3,322 | $9.50K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,188 | $9.12K | 0.00% | +1,452+83.6% | Added |
| FMR LLC | 2,302 | $6.58K | 0.00% | +1,294+128.4% | Added |
| Point72 Middle East FZE | 1,984 | $5.67K | 0.00% | −4,337−68.6% | Reduced |
| Group One Trading, L.P. | 905 | $2.59K | 0.00% | −300−24.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 900 | $2.57K | 0.00% | −175−16.3% | Reduced |
| Quadrant Capital Group LLC | 888 | $2.54K | 0.00% | +888 | New |
| Metropolitan Life Insurance Co | 735 | $2.10K | 0.00% | −2,332−76.0% | Reduced |