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
- 30.0M
- −911.7K (−2.9%) vs. Q3 2023
- Total value
- $79.0M
- −$7.64M (−8.8%) vs. Q3 2023
- New holders
- 20
- 42 more added
- Sold out
- 16
- 40 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 | $863.5M |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 35 | $0 | 0.00% | −3−7.9% | Reduced |
| Ronald Blue Trust, Inc. | 93 | $0 | 0.00% | +93 | New |
| Farther Finance Advisors, LLC | 1 | $3 | 0.00% | +1 | New |
| Nisa Investment Advisors, LLC | 39 | $103 | 0.00% | +39 | New |
| Parkside Financial Bank & Trust | 106 | $278 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 124 | $326 | 0.00% | +124 | New |
| US Bancorp | 171 | $450 | 0.00% | −150−46.7% | Reduced |
| Institutional & Family Asset Management, LLC | 249 | $655 | 0.00% | +5+2.0% | Added |
| Jones Financial Companies LLLP | 346 | $910 | 0.00% | +346 | New |
| Comerica Bank | 812 | $2.14K | 0.00% | −4,158−83.7% | Reduced |
| Advisory Services Network, LLC | 1,000 | $2.63K | 0.00% | +1,000 | New |
| FMR LLC | 2,686 | $7.06K | 0.00% | +937+53.6% | Added |
| Ameritas Investment Partners, Inc. | 3,322 | $8.74K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,722 | $9.79K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 3,750 | $9.86K | 0.00% | +3,750 | New |
| Amalgamated Bank | 3,619 | $10.0K | 0.00% | −458−11.2% | Reduced |
| SYSTM Wealth Solutions LLC | 3,854 | $10.1K | 0.00% | +3,854 | New |
| The PNC Financial Services Group, Inc. | 4,970 | $13.1K | 0.00% | −773−13.5% | Reduced |
| California State Teachers Retirement System | 6,395 | $16.8K | 0.00% | −2,178−25.4% | Reduced |
| Public Employees Retirement System of Ohio | 6,483 | $17.1K | 0.00% | +4,600+244.3% | Added |
| Point72 Middle East FZE | 6,770 | $17.8K | 0.00% | +4,250+168.7% | Added |
| Citigroup Inc | 8,579 | $22.6K | 0.00% | +5,704+198.4% | Added |
| Creative Planning | 10,000 | $26.3K | 0.00% | −184−1.8% | Reduced |
| State Board of Administration of Florida Retirement System | 10,095 | $26.6K | 0.00% | +10,095 | New |
| Commonwealth Equity Services, LLC | 10,982 | $29.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 11,361 | $29.9K | 0.00% | +103+0.9% | Added |
| Tower Research Capital LLC (TRC) | 11,388 | $29.9K | 0.00% | +6,060+113.7% | Added |
| Susquehanna Fundamental Investments, LLC | 11,517 | $30.3K | 0.03% | −38,198−76.8% | Reduced |
| Quadrature Capital Ltd | 12,141 | $31.8K | 0.00% | +12,141 | New |
| LPL Financial LLC | 13,648 | $35.9K | 0.00% | −53−0.4% | Reduced |
| Susquehanna International Group, LLP | 14,058 | $37.0K | 0.00% | −20,487−59.3% | Reduced |
| Mariner, LLC | 14,365 | $37.8K | 0.00% | +14,365 | New |
| Engineers Gate Manager LP | 14,822 | $39.0K | 0.00% | −305−2.0% | Reduced |
| Prudential Financial Inc | 15,122 | $39.8K | 0.00% | −313−2.0% | Reduced |
| Virtu Financial LLC | 15,653 | $41.0K | 0.00% | +15,653 | New |
| Voya Investment Management LLC | 17,053 | $44.8K | 0.00% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 17,358 | $45.7K | 0.07% | +17,358 | New |
| Tudor Investment Corp Et Al | 18,014 | $47.4K | 0.00% | +18,014 | New |
| Two Sigma Advisers, LP | 18,500 | $48.7K | 0.00% | +18,500 | New |
| Emerald Mutual Fund Advisers Trust | 19,086 | $50.2K | 0.00% | +19,086 | New |
| American International Group, Inc. | 19,312 | $50.8K | 0.00% | −78−0.4% | Reduced |
| Qube Research & Technologies Ltd | 19,404 | $51.0K | 0.00% | +15,312+374.2% | Added |
| Deutsche Bank AG | 20,152 | $53.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 20,688 | $54.4K | 0.00% | −45,979−69.0% | Reduced |
| Oppenheimer Asset Management Inc. | 20,845 | $54.8K | 0.00% | −4,961−19.2% | Reduced |
| SEI Investments Co | 21,902 | $57.6K | 0.00% | −223−1.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 22,579 | $59.4K | 0.00% | −3,710,318−99.4% | Reduced |
| Gitterman Wealth Management, LLC | 24,099 | $63.4K | 0.03% | +10,875+82.2% | Added |
| Verition Fund Management LLC | 24,683 | $64.9K | 0.00% | −52,565−68.0% | Reduced |
| SG Americas Securities, LLC | 27,008 | $71.0K | 0.00% | +10,436+63.0% | Added |
| Advisor Group Holdings, Inc. | 28,133 | $73.9K | 0.00% | −5,671−16.8% | Reduced |
| HighTower Advisors, LLC | 38,326 | $80.0K | 0.00% | −4,858−11.2% | Reduced |
| EntryPoint Capital, LLC | 36,350 | $95.6K | 0.09% | +36,350 | New |
| Jane Street Group, LLC | 36,947 | $97.2K | 0.00% | +19,307+109.5% | Added |
| Alliancebernstein L.P. | 37,570 | $98.8K | 0.00% | −9,280−19.8% | Reduced |
| Gsa Capital Partners LLP | 39,341 | $103.0K | 0.01% | +39,341 | New |
| UBS Group AG | 46,254 | $121.6K | 0.00% | +14,581+46.0% | Added |
| Cetera Advisor Networks LLC | 47,451 | $124.8K | 0.00% | −5,167−9.8% | Reduced |
| Davenport & Co LLC | 50,465 | $132.7K | 0.00% | −7,262−12.6% | Reduced |
| Royal Bank of Canada | 52,458 | $138.0K | 0.00% | −9,265−15.0% | Reduced |
| Barclays PLC | 53,176 | $139.9K | 0.00% | +46,673+717.7% | Added |
| Blair William & Co | 58,849 | $154.8K | 0.00% | −28,204−32.4% | Reduced |
| Rhumbline Advisers | 65,467 | $172.2K | 0.00% | +149+0.2% | Added |
| Marshall Wace, LLP | 66,400 | $174.6K | 0.00% | +19,517+41.6% | Added |
| JPMorgan Chase & Co | 69,243 | $182.1K | 0.00% | −8,268−10.7% | Reduced |
| ABS Direct Equity Fund LLC | 69,352 | $182.4K | 0.17% | +69,352 | New |
| Emerald Advisers, LLC | 69,978 | $184.0K | 0.01% | +69,978 | New |
| Cubist Systematic Strategies, LLC | 74,136 | $195.0K | 0.00% | −59,665−44.6% | Reduced |
| Cullen Capital Management LLC | 76,059 | $200.0K | 0.00% | +25,491+50.4% | Added |
| Invesco Ltd. | 93,551 | $246.0K | 0.00% | +4,481+5.0% | Added |
| State of Wisconsin Investment Board | 94,000 | $247.2K | 0.00% | −31,200−24.9% | Reduced |
| Truist Financial Corp | 96,662 | $254.2K | 0.00% | −26,459−21.5% | Reduced |
| Squarepoint Ops LLC | 107,671 | $283.2K | 0.00% | −6,627−5.8% | Reduced |
| Stifel Financial Corp | 111,862 | $294.2K | 0.00% | −15,219−12.0% | Reduced |
| Nuveen Asset Management, LLC | 117,384 | $308.7K | 0.00% | +15,966+15.7% | Added |
| Los Angeles Capital Management LLC | 119,137 | $313.3K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 123,818 | $325.6K | 0.00% | +78,658+174.2% | Added |
| Shay Capital LLC | 139,599 | $367.1K | 0.14% | +31,100+28.7% | Added |
| Two Sigma Investments, LP | 143,675 | $377.9K | 0.00% | +39,662+38.1% | Added |
| State of Wyoming | 155,735 | $409.6K | 0.08% | +146,062+1,510.0% | Added |
| Goldman Sachs Group Inc | 159,959 | $420.7K | 0.00% | −22,279−12.2% | Reduced |
| Bank of New York Mellon Corp | 183,980 | $483.9K | 0.00% | +49,567+36.9% | Added |
| Panagora Asset Management Inc | 194,123 | $510.5K | 0.00% | −557−0.3% | Reduced |
| Premier Fund Managers Ltd | 199,536 | $542.0K | 0.02% | +71,343+55.7% | Added |
| Bank of America Corp | 214,336 | $563.7K | 0.00% | −8,646−3.9% | Reduced |
| Empowered Funds, LLC | 250,745 | $659.5K | 0.02% | +81,102+47.8% | Added |
| Morgan Stanley | 295,115 | $776.2K | 0.00% | +25,139+9.3% | Added |
| Northern Trust Corp | 305,792 | $804.2K | 0.00% | −9,587−3.0% | Reduced |
| Wells Fargo & Company | 307,346 | $808.3K | 0.00% | −246,189−44.5% | Reduced |
| Charles Schwab Investment Management Inc | 334,969 | $881.0K | 0.00% | +35,076+11.7% | Added |
| Millennium Management LLC | 456,720 | $1.20M | 0.00% | −240,357−34.5% | Reduced |
| Advantage Alpha Capital Partners LP | 474,747 | $1.25M | 0.24% | +10,220+2.2% | Added |
| Envestnet Asset Management Inc | 475,956 | $1.25M | 0.00% | +5,120+1.1% | Added |
| Jacobs Levy Equity Management, Inc | 510,402 | $1.34M | 0.01% | +417,435+449.0% | Added |
| Renaissance Technologies LLC | 570,800 | $1.50M | 0.00% | −9,217−1.6% | Reduced |
| Bridgeway Capital Management, LLC | 575,745 | $1.51M | 0.03% | +81,102+16.4% | Added |
| State Street Corp | 719,738 | $1.89M | 0.00% | +6,290+0.9% | Added |
| Natixis Advisors, L.P. | 877,079 | $2.31M | 0.01% | +292,885+50.1% | Added |
| Geode Capital Management, LLC | 908,421 | $2.39M | 0.00% | +45,749+5.3% | Added |
| D. E. Shaw & Co., Inc. | 935,008 | $2.46M | 0.00% | −47,540−4.8% | Reduced |