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
- −681.1K (−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 | $863.5M |
| 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 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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 64 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 86 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 153 | $0 | 0.00% | +58+61.1% | Added |
| Covestor Ltd | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 80 | $229 | 0.00% | +80 | New |
| Versant Capital Management, Inc | 84 | $240 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 106 | $304 | 0.00% | +7+7.1% | Added |
| Institutional & Family Asset Management, LLC | 244 | $698 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 249 | $713 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 417 | $1.19K | 0.00% | +146+53.9% | Added |
| Allworth Financial LP | 468 | $1.34K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 471 | $1.35K | 0.00% | −242−33.9% | Reduced |
| Carolinas Wealth Consulting LLC | 524 | $1.50K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 735 | $2.10K | 0.00% | −2,332−76.0% | Reduced |
| Quadrant Capital Group LLC | 888 | $2.54K | 0.00% | +888 | New |
| Steward Partners Investment Advisory, LLC | 900 | $2.57K | 0.00% | −175−16.3% | Reduced |
| Group One Trading, L.P. | 905 | $2.59K | 0.00% | −300−24.9% | Reduced |
| FMR LLC | 1,151 | $3.29K | 0.00% | +143+14.2% | Added |
| Point72 Middle East FZE | 1,984 | $5.67K | 0.00% | −4,337−68.6% | Reduced |
| Advisory Services Network, LLC | 3,188 | $9.12K | 0.00% | +1,452+83.6% | Added |
| Ameritas Investment Partners, Inc. | 3,322 | $9.50K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 6,066 | $17.0K | 0.00% | −906−13.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,737 | $19.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 7,656 | $21.9K | 0.00% | −9,480−55.3% | Reduced |
| Creative Planning | 10,000 | $28.6K | 0.00% | −508−4.8% | Reduced |
| Citigroup Inc | 10,239 | $29.3K | 0.00% | +7,014+217.5% | Added |
| Commonwealth Equity Services, LLC | 10,680 | $30.0K | 0.00% | +10,680 | New |
| New York State Common Retirement Fund | 11,360 | $32.5K | 0.00% | −19,700−63.4% | Reduced |
| The PNC Financial Services Group, Inc. | 12,486 | $35.7K | 0.00% | −32,469−72.2% | Reduced |
| Arizona State Retirement System | 13,574 | $38.8K | 0.00% | +355+2.7% | Added |
| Bayesian Capital Management, LP | 13,830 | $39.6K | 0.00% | +13,830 | New |
| Point72 Asset Management, L.P. | 14,992 | $42.9K | 0.00% | +14,992 | New |
| Tower Research Capital LLC (TRC) | 15,294 | $44.0K | 0.00% | −20−0.1% | Reduced |
| Kennedy Capital Management, Inc. | 15,832 | $45.3K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 16,309 | $46.6K | 0.01% | −215−1.3% | Reduced |
| Voya Investment Management LLC | 16,560 | $47.4K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 16,919 | $48.2K | 0.00% | +16,919 | New |
| Cetera Advisor Networks LLC | 17,215 | $49.2K | 0.00% | −124−0.7% | Reduced |
| XTX Topco Ltd | 17,998 | $51.5K | 0.01% | −32,230−64.2% | Reduced |
| UBS Group AG | 18,877 | $54.0K | 0.00% | +5,759+43.9% | Added |
| Manufacturers Life Insurance Company, The | 19,038 | $54.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 20,786 | $59.4K | 0.00% | +415+2.0% | Added |
| Barclays PLC | 21,650 | $61.9K | 0.00% | +10,087+87.2% | Added |
| Oppenheimer Asset Management Inc. | 21,849 | $62.5K | 0.00% | +401+1.9% | Added |
| Raymond James & Associates | 24,448 | $69.9K | 0.00% | −40,714−62.5% | Reduced |
| MetLife Investment Management | 25,195 | $72.1K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 30,818 | $88.1K | 0.00% | +30,818 | New |
| Ergoteles LLC | 31,879 | $91.2K | 0.00% | −23,426−42.4% | Reduced |
| RBF Capital, LLC | 32,898 | $94.1K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 34,997 | $100.0K | 0.00% | +34,997 | New |
| Advisor Group Holdings, Inc. | 35,478 | $101.4K | 0.00% | +3,439+10.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35,840 | $102.5K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 15,697 | $106.7K | 0.00% | −118−0.7% | Reduced |
| HighTower Advisors, LLC | 44,081 | $109.0K | 0.00% | +4,784+12.2% | Added |
| Alliancebernstein L.P. | 40,300 | $115.3K | 0.00% | −4,600−10.2% | Reduced |
| First Republic Investment Management, Inc. | 44,309 | $126.7K | 0.00% | +5,919+15.4% | Added |
| Marshall Wace, LLP | 45,500 | $130.1K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 49,800 | $142.4K | 0.00% | −128,028−72.0% | Reduced |
| Cubist Systematic Strategies, LLC | 51,527 | $147.4K | 0.00% | −3,711−6.7% | Reduced |
| Intercontinental Wealth Advisors, LLC | 51,749 | $148.0K | 0.04% | 00.0% | Unchanged |
| Credit Suisse AG | 53,475 | $152.9K | 0.00% | +1,318+2.5% | Added |
| Davenport & Co LLC | 55,480 | $158.7K | 0.00% | +3,444+6.6% | Added |
| Susquehanna Fundamental Investments, LLC | 56,123 | $160.5K | 0.00% | −3,883−6.5% | Reduced |
| California State Teachers Retirement System | 57,096 | $163.3K | 0.00% | −832−1.4% | Reduced |
| Rhumbline Advisers | 57,769 | $165.0K | 0.00% | −343−0.6% | Reduced |
| UBS Asset Management Americas Inc | 58,540 | $167.4K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 64,599 | $184.8K | 0.00% | +13,295+25.9% | Added |
| Susquehanna International Group, LLP | 68,000 | $194.5K | 0.00% | +50,787+295.1% | Added |
| SEI Investments Co | 71,241 | $203.7K | 0.00% | +11,880+20.0% | Added |
| PDT Partners, LLC | 74,165 | $212.1K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 74,415 | $213.0K | 0.00% | +29,551+65.9% | Added |
| Los Angeles Capital Management LLC | 78,707 | $225.1K | 0.00% | −1,840−2.3% | Reduced |
| Dimensional Fund Advisors LP | 80,750 | $230.6K | 0.00% | +46,232+133.9% | Added |
| HRT Financial LP | 81,322 | $232.0K | 0.00% | +81,322 | New |
| Janney Montgomery Scott LLC | 84,701 | $242.0K | 0.00% | +4,907+6.1% | Added |
| Jane Street Group, LLC | 84,821 | $242.6K | 0.00% | +20,382+31.6% | Added |
| Invesco Ltd. | 96,314 | $275.5K | 0.00% | +76,864+395.2% | Added |
| Swiss National Bank | 101,100 | $289.1K | 0.00% | −12,300−10.8% | Reduced |
| Deutsche Bank AG | 106,340 | $304.1K | 0.00% | +6,972+7.0% | Added |
| JPMorgan Chase & Co | 120,917 | $345.0K | 0.00% | −92,655−43.4% | Reduced |
| Millennium Management LLC | 122,108 | $349.0K | 0.00% | +47,538+63.7% | Added |
| Blair William & Co | 122,402 | $350.1K | 0.00% | +19,773+19.3% | Added |
| Truist Financial Corp | 123,700 | $353.8K | 0.00% | +14,339+13.1% | Added |
| Squarepoint Ops LLC | 124,555 | $356.2K | 0.00% | +85,181+216.3% | Added |
| Stifel Financial Corp | 131,150 | $375.1K | 0.00% | +4,674+3.7% | Added |
| Bank of New York Mellon Corp | 134,294 | $384.1K | 0.00% | −3,445−2.5% | Reduced |
| Algert Global LLC | 135,854 | $388.5K | 0.02% | +63,074+86.7% | Added |
| State of Wisconsin Investment Board | 167,298 | $478.5K | 0.00% | +33,958+25.5% | Added |
| Morgan Stanley | 172,844 | $494.3K | 0.00% | −474−0.3% | Reduced |
| Premier Fund Managers Ltd | 206,559 | $575.0K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 219,728 | $628.4K | 0.00% | +24,933+12.8% | Added |
| Envestnet Asset Management Inc | 310,204 | $887.2K | 0.00% | +35,813+13.1% | Added |
| Charles Schwab Investment Management Inc | 315,847 | $903.3K | 0.00% | +21,331+7.2% | Added |
| Nuveen Asset Management, LLC | 318,965 | $912.0K | 0.00% | +93,741+41.6% | Added |
| Renaissance Technologies LLC | 387,800 | $1.11M | 0.00% | −97,900−20.2% | Reduced |
| Northern Trust Corp | 410,952 | $1.18M | 0.00% | +5,252+1.3% | Added |
| Citadel Advisors LLC | 496,598 | $1.42M | 0.00% | −77,943−13.6% | Reduced |
| Victory Capital Management Inc | 538,730 | $1.54M | 0.00% | +155,844+40.7% | Added |
| Natixis Advisors, L.P. | 578,485 | $1.65M | 0.01% | +147,216+34.1% | Added |
| Wells Fargo & Company | 578,531 | $1.65M | 0.00% | +58,245+11.2% | Added |