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, Q2 2023
Institutional positions in Latham Group, Inc. as of Jun 30, 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
- 103
- −10 vs. Q1 2023
- Shares held
- 33.1M
- +380.4K (+1.2%) vs. Q1 2023
- Total value
- $122.6M
- +$29.2M (+31.2%) vs. Q1 2023
- New holders
- 16
- 29 more added
- Sold out
- 26
- 46 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Latham Group, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 5,620,657 | $20.9M | 0.06% | −533,389−8.7% | Reduced |
| Ameriprise Financial Inc | 2,988,113 | $11.1M | 0.00% | +46,609+1.6% | Added |
| BlackRock Inc. | 2,626,976 | $9.75M | 0.00% | −73,144−2.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 2,187,420 | $8.12M | 0.03% | +475,410+27.8% | Added |
| Vanguard Group Inc | 2,033,746 | $7.55M | 0.00% | +6,714+0.3% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 1,703,959 | $6.32M | 4.89% | +100,000+6.2% | Added |
| Voss Capital, LLC | 1,456,185 | $5.40M | 0.65% | −225,854−13.4% | Reduced |
| Fred Alger Management, LLC | 1,425,777 | $5.29M | 0.03% | −17,933−1.2% | Reduced |
| Victory Capital Management Inc | 1,199,382 | $4.45M | 0.00% | +660,652+122.6% | Added |
| Formula Growth Ltd | 1,015,718 | $3.77M | 1.20% | +250,718+32.8% | Added |
| Alyeska Investment Group, L.P. | 962,350 | $3.57M | 0.03% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 929,090 | $3.45M | 0.01% | −74,983−7.5% | Reduced |
| Geode Capital Management, LLC | 875,018 | $3.25M | 0.00% | +38,698+4.6% | Added |
| State Street Corp | 717,932 | $2.66M | 0.00% | −56,232−7.3% | Reduced |
| Natixis Advisors, L.P. | 605,238 | $2.25M | 0.01% | +26,753+4.6% | Added |
| Wells Fargo & Company | 573,797 | $2.13M | 0.00% | −4,734−0.8% | Reduced |
| Advantage Alpha Capital Partners LP | 466,920 | $1.73M | 0.35% | +466,920 | New |
| Goldman Sachs Group Inc | 378,191 | $1.40M | 0.00% | +313,592+485.4% | Added |
| Renaissance Technologies LLC | 338,400 | $1.25M | 0.00% | −49,400−12.7% | Reduced |
| Northern Trust Corp | 319,533 | $1.19M | 0.00% | −91,419−22.2% | Reduced |
| Charles Schwab Investment Management Inc | 315,619 | $1.17M | 0.00% | −228−0.1% | Reduced |
| Envestnet Asset Management Inc | 306,227 | $1.14M | 0.00% | −3,977−1.3% | Reduced |
| Morgan Stanley | 269,479 | $999.8K | 0.00% | +96,635+55.9% | Added |
| Bank of America Corp | 224,509 | $832.9K | 0.00% | +4,781+2.2% | Added |
| Premier Fund Managers Ltd | 206,559 | $783.0K | 0.03% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 210,234 | $780.4K | 0.00% | +129,484+160.4% | Added |
| Owls Nest Partners IA, LLC | 186,123 | $690.5K | 0.21% | +186,123 | New |
| Arrowstreet Capital, Limited Partnership | 184,215 | $683.0K | 0.00% | +184,215 | New |
| Citadel Advisors LLC | 179,092 | $664.4K | 0.00% | −317,506−63.9% | Reduced |
| State of Wisconsin Investment Board | 150,400 | $558.0K | 0.00% | −16,898−10.1% | Reduced |
| Bank of New York Mellon Corp | 134,633 | $499.5K | 0.00% | +339+0.3% | Added |
| Stifel Financial Corp | 128,707 | $477.5K | 0.00% | −2,443−1.9% | Reduced |
| Truist Financial Corp | 125,438 | $465.4K | 0.00% | +1,738+1.4% | Added |
| Panagora Asset Management Inc | 121,432 | $450.5K | 0.00% | +121,432 | New |
| Nuveen Asset Management, LLC | 109,598 | $406.6K | 0.00% | −209,367−65.6% | Reduced |
| Los Angeles Capital Management LLC | 99,897 | $370.6K | 0.00% | +21,190+26.9% | Added |
| Deutsche Bank AG | 98,329 | $364.8K | 0.00% | −8,011−7.5% | Reduced |
| Invesco Ltd. | 88,446 | $328.1K | 0.00% | −7,868−8.2% | Reduced |
| SEI Investments Co | 86,920 | $322.5K | 0.00% | +15,679+22.0% | Added |
| JPMorgan Chase & Co | 83,388 | $309.4K | 0.00% | −37,529−31.0% | Reduced |
| Blair William & Co | 77,036 | $285.8K | 0.00% | −45,366−37.1% | Reduced |
| Rhumbline Advisers | 64,655 | $239.9K | 0.00% | +6,886+11.9% | Added |
| Royal Bank of Canada | 61,413 | $228.0K | 0.00% | −13,002−17.5% | Reduced |
| Millennium Management LLC | 60,720 | $225.3K | 0.00% | −61,388−50.3% | Reduced |
| Davenport & Co LLC | 55,610 | $206.3K | 0.00% | +130+0.2% | Added |
| Intercontinental Wealth Advisors, LLC | 52,031 | $193.0K | 0.05% | +282+0.5% | Added |
| Susquehanna Fundamental Investments, LLC | 49,715 | $184.4K | 0.01% | −6,408−11.4% | Reduced |
| Marshall Wace, LLP | 45,500 | $168.8K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 58,540 | $167.4K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 43,590 | $161.7K | 0.00% | −41,231−48.6% | Reduced |
| Alliancebernstein L.P. | 42,467 | $157.6K | 0.00% | +2,167+5.4% | Added |
| Susquehanna International Group, LLP | 41,596 | $154.3K | 0.00% | −26,404−38.8% | Reduced |
| HighTower Advisors, LLC | 43,854 | $154.0K | 0.00% | −227−0.5% | Reduced |
| Squarepoint Ops LLC | 39,764 | $147.5K | 0.00% | −84,791−68.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35,840 | $133.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 35,600 | $132.1K | 0.00% | −14,200−28.5% | Reduced |
| Advisor Group Holdings, Inc. | 33,813 | $125.4K | 0.00% | −1,665−4.7% | Reduced |
| RBF Capital, LLC | 32,898 | $122.1K | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 30,385 | $112.7K | 0.00% | −13,924−31.4% | Reduced |
| Prudential Financial Inc | 15,420 | $104.9K | 0.00% | −277−1.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 27,847 | $103.3K | 0.01% | +27,847 | New |
| Advisory Research Inc | 26,132 | $97.0K | 0.01% | +26,132 | New |
| Raymond James & Associates | 25,247 | $93.7K | 0.00% | +799+3.3% | Added |
| MetLife Investment Management | 25,195 | $93.5K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 22,907 | $85.0K | 0.00% | +1,058+4.8% | Added |
| Cubist Systematic Strategies, LLC | 20,663 | $76.7K | 0.00% | −30,864−59.9% | Reduced |
| American International Group, Inc. | 18,701 | $69.4K | 0.00% | −2,085−10.0% | Reduced |
| Citigroup Inc | 18,342 | $68.0K | 0.00% | +8,103+79.1% | Added |
| PDT Partners, LLC | 18,209 | $67.6K | 0.01% | −55,956−75.4% | Reduced |
| State of Wyoming | 17,629 | $65.4K | 0.02% | +17,629 | New |
| Voya Investment Management LLC | 17,053 | $63.3K | 0.00% | +493+3.0% | Added |
| Cullen Capital Management LLC | 16,850 | $62.5K | 0.00% | +16,850 | New |
| Graham Capital Management, L.P. | 16,563 | $61.4K | 0.00% | +16,563 | New |
| Cetera Advisor Networks LLC | 16,081 | $59.7K | 0.00% | −1,134−6.6% | Reduced |
| California State Teachers Retirement System | 12,924 | $47.9K | 0.00% | −44,172−77.4% | Reduced |
| Engineers Gate Manager LP | 12,308 | $45.7K | 0.00% | +12,308 | New |
| New York State Common Retirement Fund | 11,360 | $42.1K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 10,982 | $40.7K | 0.00% | +10,982 | New |
| LPL Financial LLC | 10,972 | $40.7K | 0.00% | +10,972 | New |
| Commonwealth Equity Services, LLC | 10,883 | $40.0K | 0.00% | +203+1.9% | Added |
| Creative Planning | 10,177 | $37.8K | 0.00% | +177+1.8% | Added |
| Barclays PLC | 10,053 | $37.3K | 0.00% | −11,597−53.6% | Reduced |
| The PNC Financial Services Group, Inc. | 6,001 | $22.3K | 0.00% | −6,485−51.9% | Reduced |
| Amalgamated Bank | 4,077 | $15.0K | 0.00% | −1,989−32.8% | Reduced |
| Legal & General Group Plc | 3,722 | $13.8K | 0.00% | −3,934−51.4% | Reduced |
| Ameritas Investment Partners, Inc. | 3,322 | $12.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,334 | $8.66K | 0.00% | +1,599+217.6% | Added |
| Tower Research Capital LLC (TRC) | 1,911 | $7.09K | 0.00% | −13,383−87.5% | Reduced |
| FMR LLC | 781 | $2.90K | 0.00% | −1,521−66.1% | Reduced |
| Carolinas Wealth Consulting LLC | 524 | $1.94K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 438 | $1.63K | 0.00% | +438 | New |
| UBS Group AG | 436 | $1.62K | 0.00% | −18,441−97.7% | Reduced |
| US Bancorp | 360 | $1.34K | 0.00% | −111−23.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 300 | $1.11K | 0.00% | −600−66.7% | Reduced |
| Signaturefd, LLC | 287 | $1.06K | 0.00% | +207+258.8% | Added |
| Institutional & Family Asset Management, LLC | 244 | $905 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 202 | $750 | 0.00% | −14,790−98.7% | Reduced |
| SRS Capital Advisors, Inc. | 161 | $598 | 0.00% | −88−35.3% | Reduced |
| Russell Investments Group, Ltd. | 143 | $531 | 0.00% | +143 | New |
| Massmutual Trust Co FSB | 125 | $464 | 0.00% | +125 | New |