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, Q3 2023
Institutional positions in Latham Group, Inc. as of Sep 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
- 107
- +5 vs. Q2 2023
- Shares held
- 31.0M
- −2.03M (−6.1%) vs. Q2 2023
- Total value
- $86.7M
- −$35.7M (−29.2%) vs. Q2 2023
- New holders
- 20
- 36 more added
- Sold out
- 15
- 41 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Latham Group, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 3,732,897 | $10.5M | 0.03% | −1,887,760−33.6% | Reduced |
| BlackRock Inc. | 2,555,646 | $7.16M | 0.00% | −71,330−2.7% | Reduced |
| Ameriprise Financial Inc | 2,124,161 | $5.95M | 0.00% | −863,952−28.9% | Reduced |
| Vanguard Group Inc | 2,061,853 | $5.77M | 0.00% | +28,107+1.4% | Added |
| Victory Capital Management Inc | 1,997,115 | $5.59M | 0.01% | +797,733+66.5% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 1,663,139 | $4.66M | 3.77% | −40,820−2.4% | Reduced |
| Fred Alger Management, LLC | 1,397,721 | $3.91M | 0.02% | −28,056−2.0% | Reduced |
| Voss Capital, LLC | 1,264,359 | $3.54M | 0.45% | −191,826−13.2% | Reduced |
| Formula Growth Ltd | 1,077,452 | $3.02M | 1.03% | +61,734+6.1% | Added |
| Alyeska Investment Group, L.P. | 1,012,502 | $2.84M | 0.02% | +50,152+5.2% | Added |
| D. E. Shaw & Co., Inc. | 982,548 | $2.75M | 0.00% | +53,458+5.8% | Added |
| Geode Capital Management, LLC | 862,672 | $2.42M | 0.00% | −12,346−1.4% | Reduced |
| Dimensional Fund Advisors LP | 773,922 | $2.17M | 0.00% | +563,688+268.1% | Added |
| State Street Corp | 713,448 | $2.00M | 0.00% | −4,484−0.6% | Reduced |
| Millennium Management LLC | 697,077 | $1.95M | 0.00% | +636,357+1,048.0% | Added |
| Natixis Advisors, L.P. | 584,194 | $1.64M | 0.01% | −21,044−3.5% | Reduced |
| Renaissance Technologies LLC | 580,017 | $1.62M | 0.00% | +241,617+71.4% | Added |
| Wells Fargo & Company | 553,535 | $1.55M | 0.00% | −20,262−3.5% | Reduced |
| Bridgeway Capital Management, LLC | 494,643 | $1.39M | 0.03% | +494,643 | New |
| Envestnet Asset Management Inc | 470,836 | $1.32M | 0.00% | +164,609+53.8% | Added |
| Advantage Alpha Capital Partners LP | 464,527 | $1.30M | 0.27% | −2,393−0.5% | Reduced |
| Northern Trust Corp | 315,379 | $883.1K | 0.00% | −4,154−1.3% | Reduced |
| Charles Schwab Investment Management Inc | 299,893 | $839.7K | 0.00% | −15,726−5.0% | Reduced |
| Morgan Stanley | 269,976 | $755.9K | 0.00% | +497+0.2% | Added |
| Bank of America Corp | 222,982 | $624.3K | 0.00% | −1,527−0.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 212,982 | $596.0K | 0.00% | +28,767+15.6% | Added |
| Panagora Asset Management Inc | 194,680 | $545.1K | 0.00% | +73,248+60.3% | Added |
| Goldman Sachs Group Inc | 182,238 | $510.3K | 0.00% | −195,953−51.8% | Reduced |
| Empowered Funds, LLC | 169,643 | $475.0K | 0.01% | +169,643 | New |
| Bank of New York Mellon Corp | 134,413 | $376.4K | 0.00% | −220−0.2% | Reduced |
| Cubist Systematic Strategies, LLC | 133,801 | $374.6K | 0.00% | +113,138+547.5% | Added |
| Premier Fund Managers Ltd | 128,193 | $358.0K | 0.02% | −78,366−37.9% | Reduced |
| Stifel Financial Corp | 127,081 | $355.8K | 0.00% | −1,626−1.3% | Reduced |
| State of Wisconsin Investment Board | 125,200 | $350.6K | 0.00% | −25,200−16.8% | Reduced |
| Truist Financial Corp | 123,121 | $344.7K | 0.00% | −2,317−1.8% | Reduced |
| Los Angeles Capital Management LLC | 119,137 | $333.6K | 0.00% | +19,240+19.3% | Added |
| Squarepoint Ops LLC | 114,298 | $320.0K | 0.00% | +74,534+187.4% | Added |
| Shay Capital LLC | 108,499 | $303.8K | 0.09% | +108,499 | New |
| Two Sigma Investments, LP | 104,013 | $291.2K | 0.00% | +68,413+192.2% | Added |
| Nuveen Asset Management, LLC | 101,418 | $284.0K | 0.00% | −8,180−7.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 92,967 | $260.3K | 0.00% | +92,967 | New |
| Invesco Ltd. | 89,070 | $249.4K | 0.00% | +624+0.7% | Added |
| Blair William & Co | 87,053 | $243.7K | 0.00% | +10,017+13.0% | Added |
| JPMorgan Chase & Co | 77,511 | $217.0K | 0.00% | −5,877−7.0% | Reduced |
| Verition Fund Management LLC | 77,248 | $216.3K | 0.00% | +77,248 | New |
| Citadel Advisors LLC | 66,667 | $186.7K | 0.00% | −112,425−62.8% | Reduced |
| Rhumbline Advisers | 65,318 | $182.9K | 0.00% | +663+1.0% | Added |
| Royal Bank of Canada | 61,723 | $172.0K | 0.00% | +310+0.5% | Added |
| Davenport & Co LLC | 57,727 | $161.6K | 0.00% | +2,117+3.8% | Added |
| Cetera Advisor Networks LLC | 52,618 | $147.3K | 0.00% | +36,537+227.2% | Added |
| CI Private Wealth, LLC | 51,942 | $145.4K | 0.00% | +51,942 | New |
| Cullen Capital Management LLC | 50,568 | $141.6K | 0.00% | +33,718+200.1% | Added |
| Susquehanna Fundamental Investments, LLC | 49,715 | $139.2K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 46,883 | $131.3K | 0.00% | +1,383+3.0% | Added |
| Alliancebernstein L.P. | 46,850 | $131.2K | 0.00% | +4,383+10.3% | Added |
| American Century Companies Inc | 45,160 | $126.4K | 0.00% | +34,178+311.2% | Added |
| ELCO Management Co., LLC | 42,296 | $118.4K | 0.09% | +42,296 | New |
| Janney Montgomery Scott LLC | 36,992 | $104.0K | 0.00% | +36,992 | New |
| HighTower Advisors, LLC | 43,184 | $103.0K | 0.00% | −670−1.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35,840 | $100.4K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 34,545 | $96.7K | 0.00% | −7,051−17.0% | Reduced |
| Advisor Group Holdings, Inc. | 33,804 | $94.6K | 0.00% | −90.0% | Reduced |
| UBS Group AG | 31,673 | $88.7K | 0.00% | +31,237+7,164.4% | Added |
| First Republic Investment Management, Inc. | 28,726 | $80.4K | 0.00% | −1,659−5.5% | Reduced |
| ExodusPoint Capital Management, LP | 27,703 | $78.0K | 0.00% | +27,703 | New |
| Oppenheimer Asset Management Inc. | 25,806 | $72.3K | 0.00% | +2,899+12.7% | Added |
| Dynamic Technology Lab Private Ltd | 25,665 | $72.0K | 0.01% | +25,665 | New |
| Raymond James & Associates | 22,436 | $62.8K | 0.00% | −2,811−11.1% | Reduced |
| SEI Investments Co | 22,125 | $62.0K | 0.00% | −64,795−74.5% | Reduced |
| Deutsche Bank AG | 20,152 | $56.4K | 0.00% | −78,177−79.5% | Reduced |
| American International Group, Inc. | 19,390 | $54.3K | 0.00% | +689+3.7% | Added |
| PDT Partners, LLC | 18,209 | $51.0K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 17,640 | $49.4K | 0.00% | −25,950−59.5% | Reduced |
| Voya Investment Management LLC | 17,053 | $47.7K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 16,572 | $46.0K | 0.00% | +16,572 | New |
| Prudential Financial Inc | 15,435 | $43.2K | 0.00% | +15+0.1% | Added |
| Engineers Gate Manager LP | 15,127 | $42.4K | 0.00% | +2,819+22.9% | Added |
| LPL Financial LLC | 13,701 | $38.4K | 0.00% | +2,729+24.9% | Added |
| XTX Topco Ltd | 13,364 | $37.4K | 0.01% | +13,364 | New |
| Gitterman Wealth Management, LLC | 13,224 | $37.0K | 0.02% | +13,224 | New |
| Aigen Investment Management, LP | 12,523 | $35.1K | 0.01% | +12,523 | New |
| New York State Common Retirement Fund | 11,258 | $31.5K | 0.00% | −102−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 10,982 | $31.0K | 0.00% | +99+0.9% | Added |
| Creative Planning | 10,184 | $28.5K | 0.00% | +7+0.1% | Added |
| State of Wyoming | 9,673 | $27.1K | 0.01% | −7,956−45.1% | Reduced |
| California State Teachers Retirement System | 8,573 | $24.0K | 0.00% | −4,351−33.7% | Reduced |
| Barclays PLC | 6,503 | $18.2K | 0.00% | −3,550−35.3% | Reduced |
| The PNC Financial Services Group, Inc. | 5,743 | $16.1K | 0.00% | −258−4.3% | Reduced |
| Tower Research Capital LLC (TRC) | 5,328 | $14.9K | 0.00% | +3,417+178.8% | Added |
| Comerica Bank | 4,970 | $13.9K | 0.00% | +4,970 | New |
| Qube Research & Technologies Ltd | 4,092 | $11.5K | 0.00% | +4,092 | New |
| Quantbot Technologies LP | 4,027 | $11.3K | 0.00% | +4,027 | New |
| Amalgamated Bank | 4,077 | $11.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,722 | $10.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,322 | $9.30K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,875 | $8.05K | 0.00% | −15,467−84.3% | Reduced |
| Point72 Middle East FZE | 2,520 | $7.06K | 0.00% | +2,520 | New |
| Public Employees Retirement System of Ohio | 1,883 | $5.00K | 0.00% | +1,883 | New |
| FMR LLC | 1,749 | $4.90K | 0.00% | +968+123.9% | Added |
| Group One Trading, L.P. | 807 | $2.26K | 0.00% | +807 | New |