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, Q4 2023
Institutional positions in Latham Group, Inc. as of Dec 31, 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
- 110
- +4 vs. Q3 2023
- Shares held
- 30.4M
- −547.4K (−1.8%) vs. Q3 2023
- Total value
- $79.9M
- −$6.69M (−7.7%) vs. Q3 2023
- New holders
- 20
- 43 more added
- Sold out
- 16
- 39 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Latham Group, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,718,668 | $7.15M | 0.00% | +163,022+6.4% | Added |
| Ameriprise Financial Inc | 2,463,517 | $6.48M | 0.00% | +339,356+16.0% | Added |
| Victory Capital Management Inc | 2,462,645 | $6.48M | 0.01% | +465,530+23.3% | Added |
| Vanguard Group Inc | 2,061,962 | $5.42M | 0.00% | +1090.0% | Added |
| Voss Capital, LLC | 1,922,639 | $5.06M | 0.49% | +658,280+52.1% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 1,810,727 | $4.76M | 3.40% | +147,588+8.9% | Added |
| Formula Growth Ltd | 1,407,452 | $3.70M | 1.19% | +330,000+30.6% | Added |
| Fred Alger Management, LLC | 1,325,395 | $3.49M | 0.02% | −72,326−5.2% | Reduced |
| Dimensional Fund Advisors LP | 1,048,190 | $2.76M | 0.00% | +274,268+35.4% | Added |
| Alyeska Investment Group, L.P. | 1,012,502 | $2.66M | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 935,008 | $2.46M | 0.00% | −47,540−4.8% | Reduced |
| Geode Capital Management, LLC | 908,421 | $2.39M | 0.00% | +45,749+5.3% | Added |
| Natixis Advisors, L.P. | 877,079 | $2.31M | 0.01% | +292,885+50.1% | Added |
| State Street Corp | 719,738 | $1.89M | 0.00% | +6,290+0.9% | Added |
| Morgan Stanley | 590,230 | $1.55M | 0.00% | +320,254+118.6% | Added |
| Bridgeway Capital Management, LLC | 575,745 | $1.51M | 0.03% | +81,102+16.4% | Added |
| Renaissance Technologies LLC | 570,800 | $1.50M | 0.00% | −9,217−1.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 510,402 | $1.34M | 0.01% | +417,435+449.0% | Added |
| Envestnet Asset Management Inc | 475,956 | $1.25M | 0.00% | +5,120+1.1% | Added |
| Advantage Alpha Capital Partners LP | 474,747 | $1.25M | 0.24% | +10,220+2.2% | Added |
| Millennium Management LLC | 456,720 | $1.20M | 0.00% | −240,357−34.5% | Reduced |
| Charles Schwab Investment Management Inc | 334,969 | $881.0K | 0.00% | +35,076+11.7% | Added |
| Wells Fargo & Company | 307,346 | $808.3K | 0.00% | −246,189−44.5% | Reduced |
| Northern Trust Corp | 305,792 | $804.2K | 0.00% | −9,587−3.0% | Reduced |
| Empowered Funds, LLC | 250,745 | $659.5K | 0.02% | +81,102+47.8% | Added |
| Bank of America Corp | 214,336 | $563.7K | 0.00% | −8,646−3.9% | Reduced |
| Premier Fund Managers Ltd | 199,536 | $542.0K | 0.02% | +71,343+55.7% | Added |
| Panagora Asset Management Inc | 194,123 | $510.5K | 0.00% | −557−0.3% | Reduced |
| Bank of New York Mellon Corp | 183,980 | $483.9K | 0.00% | +49,567+36.9% | Added |
| Goldman Sachs Group Inc | 159,959 | $420.7K | 0.00% | −22,279−12.2% | Reduced |
| State of Wyoming | 155,735 | $409.6K | 0.08% | +146,062+1,510.0% | Added |
| Two Sigma Investments, LP | 143,675 | $377.9K | 0.00% | +39,662+38.1% | Added |
| Shay Capital LLC | 139,599 | $367.1K | 0.14% | +31,100+28.7% | Added |
| JPMorgan Chase & Co | 138,486 | $364.2K | 0.00% | +60,975+78.7% | Added |
| American Century Companies Inc | 123,818 | $325.6K | 0.00% | +78,658+174.2% | Added |
| Los Angeles Capital Management LLC | 119,137 | $313.3K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 117,384 | $308.7K | 0.00% | +15,966+15.7% | Added |
| Stifel Financial Corp | 111,862 | $294.2K | 0.00% | −15,219−12.0% | Reduced |
| Squarepoint Ops LLC | 107,671 | $283.2K | 0.00% | −6,627−5.8% | Reduced |
| Truist Financial Corp | 96,662 | $254.2K | 0.00% | −26,459−21.5% | Reduced |
| State of Wisconsin Investment Board | 94,000 | $247.2K | 0.00% | −31,200−24.9% | Reduced |
| Invesco Ltd. | 93,551 | $246.0K | 0.00% | +4,481+5.0% | Added |
| Cullen Capital Management LLC | 76,059 | $200.0K | 0.00% | +25,491+50.4% | Added |
| Cubist Systematic Strategies, LLC | 74,136 | $195.0K | 0.00% | −59,665−44.6% | Reduced |
| Emerald Advisers, LLC | 69,978 | $184.0K | 0.01% | +69,978 | New |
| ABS Direct Equity Fund LLC | 69,352 | $182.4K | 0.17% | +69,352 | New |
| Marshall Wace, LLP | 66,400 | $174.6K | 0.00% | +19,517+41.6% | Added |
| Rhumbline Advisers | 65,467 | $172.2K | 0.00% | +149+0.2% | Added |
| Blair William & Co | 58,849 | $154.8K | 0.00% | −28,204−32.4% | Reduced |
| Barclays PLC | 53,176 | $139.9K | 0.00% | +46,673+717.7% | Added |
| Royal Bank of Canada | 52,458 | $138.0K | 0.00% | −9,265−15.0% | Reduced |
| Davenport & Co LLC | 50,465 | $132.7K | 0.00% | −7,262−12.6% | Reduced |
| Cetera Advisor Networks LLC | 47,451 | $124.8K | 0.00% | −5,167−9.8% | Reduced |
| UBS Group AG | 46,254 | $121.6K | 0.00% | +14,581+46.0% | Added |
| Gsa Capital Partners LLP | 39,341 | $103.0K | 0.01% | +39,341 | New |
| Alliancebernstein L.P. | 37,570 | $98.8K | 0.00% | −9,280−19.8% | Reduced |
| Jane Street Group, LLC | 36,947 | $97.2K | 0.00% | +19,307+109.5% | Added |
| EntryPoint Capital, LLC | 36,350 | $95.6K | 0.09% | +36,350 | New |
| HighTower Advisors, LLC | 38,326 | $80.0K | 0.00% | −4,858−11.2% | Reduced |
| Advisor Group Holdings, Inc. | 28,133 | $73.9K | 0.00% | −5,671−16.8% | Reduced |
| SG Americas Securities, LLC | 27,008 | $71.0K | 0.00% | +10,436+63.0% | Added |
| Verition Fund Management LLC | 24,683 | $64.9K | 0.00% | −52,565−68.0% | Reduced |
| Gitterman Wealth Management, LLC | 24,099 | $63.4K | 0.03% | +10,875+82.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 22,579 | $59.4K | 0.00% | −3,710,318−99.4% | Reduced |
| SEI Investments Co | 21,902 | $57.6K | 0.00% | −223−1.0% | Reduced |
| Oppenheimer Asset Management Inc. | 20,845 | $54.8K | 0.00% | −4,961−19.2% | Reduced |
| Citadel Advisors LLC | 20,688 | $54.4K | 0.00% | −45,979−69.0% | Reduced |
| Deutsche Bank AG | 20,152 | $53.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 19,404 | $51.0K | 0.00% | +15,312+374.2% | Added |
| American International Group, Inc. | 19,312 | $50.8K | 0.00% | −78−0.4% | Reduced |
| Emerald Mutual Fund Advisers Trust | 19,086 | $50.2K | 0.00% | +19,086 | New |
| Two Sigma Advisers, LP | 18,500 | $48.7K | 0.00% | +18,500 | New |
| Tudor Investment Corp Et Al | 18,014 | $47.4K | 0.00% | +18,014 | New |
| Oxford Asset Management LLP | 17,358 | $45.7K | 0.07% | +17,358 | New |
| Voya Investment Management LLC | 17,053 | $44.8K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 15,653 | $41.0K | 0.00% | +15,653 | New |
| Prudential Financial Inc | 15,122 | $39.8K | 0.00% | −313−2.0% | Reduced |
| Engineers Gate Manager LP | 14,822 | $39.0K | 0.00% | −305−2.0% | Reduced |
| Mariner, LLC | 14,365 | $37.8K | 0.00% | +14,365 | New |
| Susquehanna International Group, LLP | 14,058 | $37.0K | 0.00% | −20,487−59.3% | Reduced |
| LPL Financial LLC | 13,648 | $35.9K | 0.00% | −53−0.4% | Reduced |
| Quadrature Capital Ltd | 12,141 | $31.8K | 0.00% | +12,141 | New |
| Susquehanna Fundamental Investments, LLC | 11,517 | $30.3K | 0.03% | −38,198−76.8% | Reduced |
| Tower Research Capital LLC (TRC) | 11,388 | $29.9K | 0.00% | +6,060+113.7% | Added |
| New York State Common Retirement Fund | 11,361 | $29.9K | 0.00% | +103+0.9% | Added |
| Commonwealth Equity Services, LLC | 10,982 | $29.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 10,095 | $26.6K | 0.00% | +10,095 | New |
| Creative Planning | 10,000 | $26.3K | 0.00% | −184−1.8% | Reduced |
| Citigroup Inc | 8,579 | $22.6K | 0.00% | +5,704+198.4% | Added |
| Point72 Middle East FZE | 6,770 | $17.8K | 0.00% | +4,250+168.7% | Added |
| Public Employees Retirement System of Ohio | 6,483 | $17.1K | 0.00% | +4,600+244.3% | Added |
| California State Teachers Retirement System | 6,395 | $16.8K | 0.00% | −2,178−25.4% | Reduced |
| The PNC Financial Services Group, Inc. | 4,970 | $13.1K | 0.00% | −773−13.5% | Reduced |
| SYSTM Wealth Solutions LLC | 3,854 | $10.1K | 0.00% | +3,854 | New |
| Amalgamated Bank | 3,619 | $10.0K | 0.00% | −458−11.2% | Reduced |
| First Manhattan Co | 3,750 | $9.86K | 0.00% | +3,750 | New |
| Legal & General Group Plc | 3,722 | $9.79K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,322 | $8.74K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,686 | $7.06K | 0.00% | +937+53.6% | Added |
| Advisory Services Network, LLC | 1,000 | $2.63K | 0.00% | +1,000 | New |