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 |
|---|---|---|---|---|---|
| US Bancorp | 321 | $899 | 0.00% | −39−10.8% | Reduced |
| Institutional & Family Asset Management, LLC | 244 | $683 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 107 | $301 | 0.00% | −54−33.5% | Reduced |
| Parkside Financial Bank & Trust | 106 | $298 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 105 | $294 | 0.00% | −182−63.4% | Reduced |
| Toronto Dominion Bank | 65 | $182 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 38 | $0 | 0.00% | −5−11.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −2,187,420−100.0% | Sold out |
| Owls Nest Partners IA, LLC | 0 | $0 | 0.00% | −186,123−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −58,540−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −32,898−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −27,847−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −26,132−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −25,195−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −16,563−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,334−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −524−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −202−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Intercontinental Wealth Advisors, LLC | – | – | – | – | Not filed |