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
- +381.4K (+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 | $863.5M |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 43 | $0 | 0.00% | +24+126.3% | Added |
| Toronto Dominion Bank | 65 | $0 | 0.00% | +65 | New |
| Parkside Financial Bank & Trust | 106 | $393 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 125 | $464 | 0.00% | +125 | New |
| Russell Investments Group, Ltd. | 143 | $531 | 0.00% | +143 | New |
| SRS Capital Advisors, Inc. | 161 | $598 | 0.00% | −88−35.3% | Reduced |
| Point72 Asset Management, L.P. | 202 | $750 | 0.00% | −14,790−98.7% | Reduced |
| Institutional & Family Asset Management, LLC | 244 | $905 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 287 | $1.06K | 0.00% | +207+258.8% | Added |
| Steward Partners Investment Advisory, LLC | 300 | $1.11K | 0.00% | −600−66.7% | Reduced |
| US Bancorp | 360 | $1.34K | 0.00% | −111−23.6% | Reduced |
| UBS Group AG | 436 | $1.62K | 0.00% | −18,441−97.7% | Reduced |
| Lindbrook Capital, LLC | 438 | $1.63K | 0.00% | +438 | New |
| Carolinas Wealth Consulting LLC | 524 | $1.94K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 781 | $2.90K | 0.00% | −370−32.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,911 | $7.09K | 0.00% | −13,383−87.5% | Reduced |
| Metropolitan Life Insurance Co | 2,334 | $8.66K | 0.00% | +1,599+217.6% | Added |
| Ameritas Investment Partners, Inc. | 3,322 | $12.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,722 | $13.8K | 0.00% | −3,934−51.4% | Reduced |
| Amalgamated Bank | 4,077 | $15.0K | 0.00% | −1,989−32.8% | Reduced |
| The PNC Financial Services Group, Inc. | 6,001 | $22.3K | 0.00% | −6,485−51.9% | Reduced |
| Barclays PLC | 10,053 | $37.3K | 0.00% | −11,597−53.6% | Reduced |
| Creative Planning | 10,177 | $37.8K | 0.00% | +177+1.8% | Added |
| Commonwealth Equity Services, LLC | 10,883 | $40.0K | 0.00% | +203+1.9% | Added |
| LPL Financial LLC | 10,972 | $40.7K | 0.00% | +10,972 | New |
| American Century Companies Inc | 10,982 | $40.7K | 0.00% | +10,982 | New |
| New York State Common Retirement Fund | 11,360 | $42.1K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 12,308 | $45.7K | 0.00% | +12,308 | New |
| California State Teachers Retirement System | 12,924 | $47.9K | 0.00% | −44,172−77.4% | Reduced |
| Cetera Advisor Networks LLC | 16,081 | $59.7K | 0.00% | −1,134−6.6% | Reduced |
| Graham Capital Management, L.P. | 16,563 | $61.4K | 0.00% | +16,563 | New |
| Cullen Capital Management LLC | 16,850 | $62.5K | 0.00% | +16,850 | New |
| Voya Investment Management LLC | 17,053 | $63.3K | 0.00% | +493+3.0% | Added |
| State of Wyoming | 17,629 | $65.4K | 0.02% | +17,629 | New |
| PDT Partners, LLC | 18,209 | $67.6K | 0.01% | −55,956−75.4% | Reduced |
| Citigroup Inc | 18,342 | $68.0K | 0.00% | +8,103+79.1% | Added |
| American International Group, Inc. | 18,701 | $69.4K | 0.00% | −2,085−10.0% | Reduced |
| Cubist Systematic Strategies, LLC | 20,663 | $76.7K | 0.00% | −30,864−59.9% | Reduced |
| Oppenheimer Asset Management Inc. | 22,907 | $85.0K | 0.00% | +1,058+4.8% | Added |
| MetLife Investment Management | 25,195 | $93.5K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 25,247 | $93.7K | 0.00% | +799+3.3% | Added |
| Advisory Research Inc | 26,132 | $97.0K | 0.01% | +26,132 | New |
| Y-Intercept (Hong Kong) Ltd | 27,847 | $103.3K | 0.01% | +27,847 | New |
| Prudential Financial Inc | 15,420 | $104.9K | 0.00% | −277−1.8% | Reduced |
| First Republic Investment Management, Inc. | 30,385 | $112.7K | 0.00% | −13,924−31.4% | Reduced |
| RBF Capital, LLC | 32,898 | $122.1K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 33,813 | $125.4K | 0.00% | −1,665−4.7% | Reduced |
| Two Sigma Investments, LP | 35,600 | $132.1K | 0.00% | −14,200−28.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35,840 | $133.0K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 39,764 | $147.5K | 0.00% | −84,791−68.1% | Reduced |
| HighTower Advisors, LLC | 43,854 | $154.0K | 0.00% | −227−0.5% | Reduced |
| Susquehanna International Group, LLP | 41,596 | $154.3K | 0.00% | −26,404−38.8% | Reduced |
| Alliancebernstein L.P. | 42,467 | $157.6K | 0.00% | +2,167+5.4% | Added |
| Jane Street Group, LLC | 43,590 | $161.7K | 0.00% | −41,231−48.6% | Reduced |
| UBS Asset Management Americas Inc | 58,540 | $167.4K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 45,500 | $168.8K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 49,715 | $184.4K | 0.01% | −6,408−11.4% | Reduced |
| Intercontinental Wealth Advisors, LLC | 52,031 | $193.0K | 0.05% | +282+0.5% | Added |
| Davenport & Co LLC | 55,610 | $206.3K | 0.00% | +130+0.2% | Added |
| Millennium Management LLC | 60,720 | $225.3K | 0.00% | −61,388−50.3% | Reduced |
| Royal Bank of Canada | 61,413 | $228.0K | 0.00% | −13,002−17.5% | Reduced |
| Rhumbline Advisers | 64,655 | $239.9K | 0.00% | +6,886+11.9% | Added |
| Blair William & Co | 77,036 | $285.8K | 0.00% | −45,366−37.1% | Reduced |
| JPMorgan Chase & Co | 83,388 | $309.4K | 0.00% | −37,529−31.0% | Reduced |
| SEI Investments Co | 86,920 | $322.5K | 0.00% | +15,679+22.0% | Added |
| Invesco Ltd. | 88,446 | $328.1K | 0.00% | −7,868−8.2% | Reduced |
| Deutsche Bank AG | 98,329 | $364.8K | 0.00% | −8,011−7.5% | Reduced |
| Los Angeles Capital Management LLC | 99,897 | $370.6K | 0.00% | +21,190+26.9% | Added |
| Nuveen Asset Management, LLC | 109,598 | $406.6K | 0.00% | −209,367−65.6% | Reduced |
| Panagora Asset Management Inc | 121,432 | $450.5K | 0.00% | +121,432 | New |
| Truist Financial Corp | 125,438 | $465.4K | 0.00% | +1,738+1.4% | Added |
| Stifel Financial Corp | 128,707 | $477.5K | 0.00% | −2,443−1.9% | Reduced |
| Bank of New York Mellon Corp | 134,633 | $499.5K | 0.00% | +339+0.3% | Added |
| State of Wisconsin Investment Board | 150,400 | $558.0K | 0.00% | −16,898−10.1% | Reduced |
| Citadel Advisors LLC | 179,092 | $664.4K | 0.00% | −317,506−63.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 184,215 | $683.0K | 0.00% | +184,215 | New |
| Owls Nest Partners IA, LLC | 186,123 | $690.5K | 0.21% | +186,123 | New |
| Dimensional Fund Advisors LP | 210,234 | $780.4K | 0.00% | +129,484+160.4% | Added |
| Premier Fund Managers Ltd | 206,559 | $783.0K | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 224,509 | $832.9K | 0.00% | +4,781+2.2% | Added |
| Morgan Stanley | 269,479 | $999.8K | 0.00% | +96,635+55.9% | Added |
| Envestnet Asset Management Inc | 306,227 | $1.14M | 0.00% | −3,977−1.3% | Reduced |
| Charles Schwab Investment Management Inc | 315,619 | $1.17M | 0.00% | −228−0.1% | Reduced |
| Northern Trust Corp | 319,533 | $1.19M | 0.00% | −91,419−22.2% | Reduced |
| Renaissance Technologies LLC | 338,400 | $1.25M | 0.00% | −49,400−12.7% | Reduced |
| Goldman Sachs Group Inc | 378,191 | $1.40M | 0.00% | +313,592+485.4% | Added |
| Advantage Alpha Capital Partners LP | 466,920 | $1.73M | 0.35% | +466,920 | New |
| Wells Fargo & Company | 573,797 | $2.13M | 0.00% | −4,734−0.8% | Reduced |
| Natixis Advisors, L.P. | 605,238 | $2.25M | 0.01% | +26,753+4.6% | Added |
| State Street Corp | 717,932 | $2.66M | 0.00% | −56,232−7.3% | Reduced |
| Geode Capital Management, LLC | 875,018 | $3.25M | 0.00% | +38,698+4.6% | Added |
| D. E. Shaw & Co., Inc. | 929,090 | $3.45M | 0.01% | −74,983−7.5% | Reduced |
| Alyeska Investment Group, L.P. | 962,350 | $3.57M | 0.03% | 00.0% | Unchanged |
| Formula Growth Ltd | 1,015,718 | $3.77M | 1.20% | +250,718+32.8% | Added |
| Victory Capital Management Inc | 1,199,382 | $4.45M | 0.00% | +660,652+122.6% | Added |
| Fred Alger Management, LLC | 1,425,777 | $5.29M | 0.03% | −17,933−1.2% | Reduced |
| Voss Capital, LLC | 1,456,185 | $5.40M | 0.65% | −225,854−13.4% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 1,703,959 | $6.32M | 4.89% | +100,000+6.2% | Added |
| Vanguard Group Inc | 2,033,746 | $7.55M | 0.00% | +6,714+0.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 2,187,420 | $8.12M | 0.03% | +475,410+27.8% | Added |