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 | $863.5M |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 38 | $0 | 0.00% | −5−11.6% | Reduced |
| Toronto Dominion Bank | 65 | $182 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 105 | $294 | 0.00% | −182−63.4% | Reduced |
| Parkside Financial Bank & Trust | 106 | $298 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 107 | $301 | 0.00% | −54−33.5% | Reduced |
| Institutional & Family Asset Management, LLC | 244 | $683 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 321 | $899 | 0.00% | −39−10.8% | Reduced |
| Group One Trading, L.P. | 807 | $2.26K | 0.00% | +807 | New |
| FMR LLC | 1,749 | $4.90K | 0.00% | +968+123.9% | Added |
| Public Employees Retirement System of Ohio | 1,883 | $5.00K | 0.00% | +1,883 | New |
| Point72 Middle East FZE | 2,520 | $7.06K | 0.00% | +2,520 | New |
| Citigroup Inc | 2,875 | $8.05K | 0.00% | −15,467−84.3% | Reduced |
| Ameritas Investment Partners, Inc. | 3,322 | $9.30K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,722 | $10.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 4,077 | $11.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,027 | $11.3K | 0.00% | +4,027 | New |
| Qube Research & Technologies Ltd | 4,092 | $11.5K | 0.00% | +4,092 | New |
| Comerica Bank | 4,970 | $13.9K | 0.00% | +4,970 | New |
| Tower Research Capital LLC (TRC) | 5,328 | $14.9K | 0.00% | +3,417+178.8% | Added |
| The PNC Financial Services Group, Inc. | 5,743 | $16.1K | 0.00% | −258−4.3% | Reduced |
| Barclays PLC | 6,503 | $18.2K | 0.00% | −3,550−35.3% | Reduced |
| California State Teachers Retirement System | 8,573 | $24.0K | 0.00% | −4,351−33.7% | Reduced |
| State of Wyoming | 9,673 | $27.1K | 0.01% | −7,956−45.1% | Reduced |
| Creative Planning | 10,184 | $28.5K | 0.00% | +7+0.1% | Added |
| Commonwealth Equity Services, LLC | 10,982 | $31.0K | 0.00% | +99+0.9% | Added |
| New York State Common Retirement Fund | 11,258 | $31.5K | 0.00% | −102−0.9% | Reduced |
| Aigen Investment Management, LP | 12,523 | $35.1K | 0.01% | +12,523 | New |
| Gitterman Wealth Management, LLC | 13,224 | $37.0K | 0.02% | +13,224 | New |
| XTX Topco Ltd | 13,364 | $37.4K | 0.01% | +13,364 | New |
| LPL Financial LLC | 13,701 | $38.4K | 0.00% | +2,729+24.9% | Added |
| Engineers Gate Manager LP | 15,127 | $42.4K | 0.00% | +2,819+22.9% | Added |
| Prudential Financial Inc | 15,435 | $43.2K | 0.00% | +15+0.1% | Added |
| SG Americas Securities, LLC | 16,572 | $46.0K | 0.00% | +16,572 | New |
| Voya Investment Management LLC | 17,053 | $47.7K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 17,640 | $49.4K | 0.00% | −25,950−59.5% | Reduced |
| PDT Partners, LLC | 18,209 | $51.0K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 19,390 | $54.3K | 0.00% | +689+3.7% | Added |
| Deutsche Bank AG | 20,152 | $56.4K | 0.00% | −78,177−79.5% | Reduced |
| SEI Investments Co | 22,125 | $62.0K | 0.00% | −64,795−74.5% | Reduced |
| Raymond James & Associates | 22,436 | $62.8K | 0.00% | −2,811−11.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 25,665 | $72.0K | 0.01% | +25,665 | New |
| Oppenheimer Asset Management Inc. | 25,806 | $72.3K | 0.00% | +2,899+12.7% | Added |
| ExodusPoint Capital Management, LP | 27,703 | $78.0K | 0.00% | +27,703 | New |
| First Republic Investment Management, Inc. | 28,726 | $80.4K | 0.00% | −1,659−5.5% | Reduced |
| UBS Group AG | 31,673 | $88.7K | 0.00% | +31,237+7,164.4% | Added |
| Advisor Group Holdings, Inc. | 33,804 | $94.6K | 0.00% | −90.0% | Reduced |
| Susquehanna International Group, LLP | 34,545 | $96.7K | 0.00% | −7,051−17.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35,840 | $100.4K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 43,184 | $103.0K | 0.00% | −670−1.5% | Reduced |
| Janney Montgomery Scott LLC | 36,992 | $104.0K | 0.00% | +36,992 | New |
| ELCO Management Co., LLC | 42,296 | $118.4K | 0.09% | +42,296 | New |
| American Century Companies Inc | 45,160 | $126.4K | 0.00% | +34,178+311.2% | Added |
| Alliancebernstein L.P. | 46,850 | $131.2K | 0.00% | +4,383+10.3% | Added |
| Marshall Wace, LLP | 46,883 | $131.3K | 0.00% | +1,383+3.0% | Added |
| Susquehanna Fundamental Investments, LLC | 49,715 | $139.2K | 0.01% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 50,568 | $141.6K | 0.00% | +33,718+200.1% | Added |
| CI Private Wealth, LLC | 51,942 | $145.4K | 0.00% | +51,942 | New |
| Cetera Advisor Networks LLC | 52,618 | $147.3K | 0.00% | +36,537+227.2% | Added |
| Davenport & Co LLC | 57,727 | $161.6K | 0.00% | +2,117+3.8% | Added |
| Royal Bank of Canada | 61,723 | $172.0K | 0.00% | +310+0.5% | Added |
| Rhumbline Advisers | 65,318 | $182.9K | 0.00% | +663+1.0% | Added |
| Citadel Advisors LLC | 66,667 | $186.7K | 0.00% | −112,425−62.8% | Reduced |
| Verition Fund Management LLC | 77,248 | $216.3K | 0.00% | +77,248 | New |
| JPMorgan Chase & Co | 77,511 | $217.0K | 0.00% | −5,877−7.0% | Reduced |
| Blair William & Co | 87,053 | $243.7K | 0.00% | +10,017+13.0% | Added |
| Invesco Ltd. | 89,070 | $249.4K | 0.00% | +624+0.7% | Added |
| Jacobs Levy Equity Management, Inc | 92,967 | $260.3K | 0.00% | +92,967 | New |
| Nuveen Asset Management, LLC | 101,418 | $284.0K | 0.00% | −8,180−7.5% | Reduced |
| Two Sigma Investments, LP | 104,013 | $291.2K | 0.00% | +68,413+192.2% | Added |
| Shay Capital LLC | 108,499 | $303.8K | 0.09% | +108,499 | New |
| Squarepoint Ops LLC | 114,298 | $320.0K | 0.00% | +74,534+187.4% | Added |
| Los Angeles Capital Management LLC | 119,137 | $333.6K | 0.00% | +19,240+19.3% | Added |
| Truist Financial Corp | 123,121 | $344.7K | 0.00% | −2,317−1.8% | Reduced |
| State of Wisconsin Investment Board | 125,200 | $350.6K | 0.00% | −25,200−16.8% | Reduced |
| Stifel Financial Corp | 127,081 | $355.8K | 0.00% | −1,626−1.3% | Reduced |
| Premier Fund Managers Ltd | 128,193 | $358.0K | 0.02% | −78,366−37.9% | Reduced |
| Cubist Systematic Strategies, LLC | 133,801 | $374.6K | 0.00% | +113,138+547.5% | Added |
| Bank of New York Mellon Corp | 134,413 | $376.4K | 0.00% | −220−0.2% | Reduced |
| Empowered Funds, LLC | 169,643 | $475.0K | 0.01% | +169,643 | New |
| Goldman Sachs Group Inc | 182,238 | $510.3K | 0.00% | −195,953−51.8% | Reduced |
| Panagora Asset Management Inc | 194,680 | $545.1K | 0.00% | +73,248+60.3% | Added |
| Arrowstreet Capital, Limited Partnership | 212,982 | $596.0K | 0.00% | +28,767+15.6% | Added |
| Bank of America Corp | 222,982 | $624.3K | 0.00% | −1,527−0.7% | Reduced |
| Morgan Stanley | 269,976 | $755.9K | 0.00% | +497+0.2% | Added |
| Charles Schwab Investment Management Inc | 299,893 | $839.7K | 0.00% | −15,726−5.0% | Reduced |
| Northern Trust Corp | 315,379 | $883.1K | 0.00% | −4,154−1.3% | Reduced |
| Advantage Alpha Capital Partners LP | 464,527 | $1.30M | 0.27% | −2,393−0.5% | Reduced |
| Envestnet Asset Management Inc | 470,836 | $1.32M | 0.00% | +164,609+53.8% | Added |
| Bridgeway Capital Management, LLC | 494,643 | $1.39M | 0.03% | +494,643 | New |
| Wells Fargo & Company | 553,535 | $1.55M | 0.00% | −20,262−3.5% | Reduced |
| Renaissance Technologies LLC | 580,017 | $1.62M | 0.00% | +241,617+71.4% | Added |
| Natixis Advisors, L.P. | 584,194 | $1.64M | 0.01% | −21,044−3.5% | Reduced |
| Millennium Management LLC | 697,077 | $1.95M | 0.00% | +636,357+1,048.0% | Added |
| State Street Corp | 713,448 | $2.00M | 0.00% | −4,484−0.6% | Reduced |
| Dimensional Fund Advisors LP | 773,922 | $2.17M | 0.00% | +563,688+268.1% | Added |
| Geode Capital Management, LLC | 862,672 | $2.42M | 0.00% | −12,346−1.4% | Reduced |
| D. E. Shaw & Co., Inc. | 982,548 | $2.75M | 0.00% | +53,458+5.8% | Added |
| Alyeska Investment Group, L.P. | 1,012,502 | $2.84M | 0.02% | +50,152+5.2% | Added |
| Formula Growth Ltd | 1,077,452 | $3.02M | 1.03% | +61,734+6.1% | Added |
| Voss Capital, LLC | 1,264,359 | $3.54M | 0.45% | −191,826−13.2% | Reduced |