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, Q1 2024
Institutional positions in Latham Group, Inc. as of Mar 31, 2024. 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
- 104
- −6 vs. Q4 2023
- Shares held
- 30.7M
- +644.8K (+2.1%) vs. Q4 2023
- Total value
- $124.0M
- +$45.0M (+57.0%) vs. Q4 2023
- New holders
- 18
- 38 more added
- Sold out
- 24
- 44 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Latham Group, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 33 | $0 | 0.00% | −2−5.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 53 | $0 | 0.00% | +53 | New |
| CWM, LLC | 5 | $0 | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $47 | 0.00% | +12 | New |
| Nisa Investment Advisors, LLC | 48 | $190 | 0.00% | +9+23.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 80 | $317 | 0.00% | −22,499−99.6% | Reduced |
| Point72 (DIFC) Ltd | 138 | $546 | 0.00% | +138 | New |
| Huntington National Bank | 160 | $634 | 0.00% | +160 | New |
| Allworth Financial LP | 199 | $789 | 0.00% | +199 | New |
| Group One Trading, L.P. | 390 | $1.54K | 0.00% | +390 | New |
| Jones Financial Companies LLLP | 446 | $1.77K | 0.00% | +100+28.9% | Added |
| Tower Research Capital LLC (TRC) | 601 | $2.38K | 0.00% | −10,787−94.7% | Reduced |
| CoreCap Advisors, LLC | 1,000 | $3.96K | 0.00% | +1,000 | New |
| The PNC Financial Services Group, Inc. | 1,061 | $4.20K | 0.00% | −3,909−78.7% | Reduced |
| Amalgamated Bank | 1,540 | $6.00K | 0.00% | −2,079−57.4% | Reduced |
| FMR LLC | 1,576 | $6.24K | 0.00% | −1,110−41.3% | Reduced |
| Royal Bank of Canada | 2,134 | $8.00K | 0.00% | −50,324−95.9% | Reduced |
| EntryPoint Capital, LLC | 2,027 | $8.03K | 0.01% | −34,323−94.4% | Reduced |
| Simplex Trading, LLC | 3,200 | $12.0K | 0.00% | +3,200 | New |
| Ameritas Investment Partners, Inc. | 3,322 | $13.2K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 3,500 | $13.9K | 0.00% | −250−6.7% | Reduced |
| Legal & General Group Plc | 3,722 | $14.7K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 3,906 | $15.5K | 0.00% | −2,489−38.9% | Reduced |
| Citigroup Inc | 9,522 | $37.7K | 0.00% | +943+11.0% | Added |
| Creative Planning | 10,298 | $40.8K | 0.00% | +298+3.0% | Added |
| Jane Street Group, LLC | 10,686 | $42.3K | 0.00% | −26,261−71.1% | Reduced |
| Public Employees Retirement System of Ohio | 10,967 | $43.4K | 0.00% | +4,484+69.2% | Added |
| New York State Common Retirement Fund | 11,296 | $44.7K | 0.00% | −65−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 12,310 | $48.7K | 0.00% | −15,823−56.2% | Reduced |
| Granite Investment Partners, LLC | 12,882 | $51.0K | 0.00% | +12,882 | New |
| SG Americas Securities, LLC | 13,580 | $54.0K | 0.00% | −13,428−49.7% | Reduced |
| Wells Fargo & Company | 14,333 | $56.8K | 0.00% | −293,013−95.3% | Reduced |
| Cubist Systematic Strategies, LLC | 16,322 | $64.6K | 0.00% | −57,814−78.0% | Reduced |
| Voya Investment Management LLC | 16,415 | $65.1K | 0.00% | −638−3.7% | Reduced |
| Virtu Financial LLC | 16,713 | $66.0K | 0.01% | +1,060+6.8% | Added |
| Blair William & Co | 17,023 | $67.4K | 0.00% | −41,826−71.1% | Reduced |
| Mariner, LLC | 17,885 | $70.8K | 0.00% | +3,520+24.5% | Added |
| LPL Financial LLC | 18,014 | $71.3K | 0.00% | +4,366+32.0% | Added |
| American International Group, Inc. | 19,147 | $75.8K | 0.00% | −165−0.9% | Reduced |
| Deutsche Bank AG | 19,268 | $76.3K | 0.00% | −884−4.4% | Reduced |
| Cerity Partners LLC | 19,400 | $76.8K | 0.00% | +19,400 | New |
| Lazard Asset Management LLC | 20,421 | $80.0K | 0.00% | +20,421 | New |
| SEI Investments Co | 21,066 | $83.4K | 0.00% | −836−3.8% | Reduced |
| Prudential Financial Inc | 21,279 | $84.3K | 0.00% | +6,157+40.7% | Added |
| Two Sigma Advisers, LP | 22,500 | $89.1K | 0.00% | +4,000+21.6% | Added |
| Oppenheimer Asset Management Inc. | 22,629 | $89.6K | 0.00% | +1,784+8.6% | Added |
| Citadel Advisors LLC | 23,216 | $91.9K | 0.00% | +2,528+12.2% | Added |
| Truist Financial Corp | 25,380 | $100.5K | 0.00% | −71,282−73.7% | Reduced |
| Barclays PLC | 26,934 | $106.7K | 0.00% | −26,242−49.3% | Reduced |
| JPMorgan Chase & Co | 27,484 | $108.8K | 0.00% | −41,759−60.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 30,346 | $120.2K | 0.01% | +11,260+59.0% | Added |
| Cetera Investment Advisers | 30,616 | $121.2K | 0.00% | +30,616 | New |
| Gitterman Wealth Management, LLC | 32,540 | $128.9K | 0.05% | +8,441+35.0% | Added |
| Alliancebernstein L.P. | 37,090 | $146.9K | 0.00% | −480−1.3% | Reduced |
| Royce & Associates LP | 38,671 | $153.1K | 0.00% | +38,671 | New |
| BloombergSen Inc. | 39,054 | $154.7K | 0.01% | +39,054 | New |
| State of Wyoming | 39,348 | $155.8K | 0.03% | −116,387−74.7% | Reduced |
| UBS Group AG | 41,425 | $164.0K | 0.00% | −4,829−10.4% | Reduced |
| Marshall Wace, LLP | 45,500 | $180.2K | 0.00% | −20,900−31.5% | Reduced |
| Rhumbline Advisers | 63,629 | $252.0K | 0.00% | −1,838−2.8% | Reduced |
| Natixis Advisors, L.P. | 63,720 | $252.0K | 0.00% | −813,359−92.7% | Reduced |
| State of Wisconsin Investment Board | 68,000 | $269.3K | 0.00% | −26,000−27.7% | Reduced |
| Two Sigma Investments, LP | 81,611 | $323.2K | 0.00% | −62,064−43.2% | Reduced |
| Envestnet Asset Management Inc | 82,656 | $327.3K | 0.00% | −393,300−82.6% | Reduced |
| ELCO Management Co., LLC | 90,000 | $356.4K | 0.22% | +90,000 | New |
| ABS Direct Equity Fund LLC | 100,000 | $396.0K | 0.39% | +30,648+44.2% | Added |
| Millennium Management LLC | 101,065 | $400.2K | 0.00% | −355,655−77.9% | Reduced |
| Tudor Investment Corp Et Al | 103,508 | $409.9K | 0.01% | +85,494+474.6% | Added |
| Emerald Advisers, LLC | 105,759 | $418.8K | 0.02% | +35,781+51.1% | Added |
| Nuveen Asset Management, LLC | 117,384 | $464.8K | 0.00% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 118,421 | $468.9K | 0.01% | +42,362+55.7% | Added |
| Los Angeles Capital Management LLC | 119,137 | $471.8K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 119,929 | $474.9K | 0.00% | −40,030−25.0% | Reduced |
| Squarepoint Ops LLC | 125,473 | $496.9K | 0.00% | +17,802+16.5% | Added |
| Jacobs Levy Equity Management, Inc | 135,452 | $536.4K | 0.00% | −374,950−73.5% | Reduced |
| Morgan Stanley | 164,848 | $652.8K | 0.00% | −130,267−44.1% | Reduced |
| Bank of New York Mellon Corp | 173,297 | $686.3K | 0.00% | −10,683−5.8% | Reduced |
| Invesco Ltd. | 188,114 | $744.9K | 0.00% | +94,563+101.1% | Added |
| Panagora Asset Management Inc | 193,911 | $767.9K | 0.00% | −212−0.1% | Reduced |
| American Century Companies Inc | 205,580 | $814.1K | 0.00% | +81,762+66.0% | Added |
| Premier Fund Managers Ltd | 212,417 | $849.0K | 0.03% | +12,881+6.5% | Added |
| Roubaix Capital, LLC | 218,303 | $864.5K | 0.55% | +218,303 | New |
| Cornercap Investment Counsel Inc | 234,395 | $928.2K | 0.14% | +234,395 | New |
| Bank of America Corp | 269,975 | $1.07M | 0.00% | +55,639+26.0% | Added |
| Empowered Funds, LLC | 271,220 | $1.07M | 0.02% | +20,475+8.2% | Added |
| Shay Capital LLC | 293,041 | $1.16M | 0.34% | +153,442+109.9% | Added |
| Northern Trust Corp | 308,425 | $1.22M | 0.00% | +2,633+0.9% | Added |
| Charles Schwab Investment Management Inc | 314,993 | $1.25M | 0.00% | −19,976−6.0% | Reduced |
| Bridgeway Capital Management, LLC | 596,220 | $2.36M | 0.05% | +20,475+3.6% | Added |
| Renaissance Technologies LLC | 621,500 | $2.46M | 0.00% | +50,700+8.9% | Added |
| State Street Corp | 724,873 | $2.87M | 0.00% | +5,135+0.7% | Added |
| Alyeska Investment Group, L.P. | 812,502 | $3.22M | 0.02% | −200,000−19.8% | Reduced |
| Advantage Alpha Capital Partners LP | 877,561 | $3.48M | 0.65% | +402,814+84.8% | Added |
| Geode Capital Management, LLC | 914,498 | $3.62M | 0.00% | +6,077+0.7% | Added |
| D. E. Shaw & Co., Inc. | 959,949 | $3.80M | 0.00% | +24,941+2.7% | Added |
| Dimensional Fund Advisors LP | 1,107,212 | $4.38M | 0.00% | +59,022+5.6% | Added |
| Fred Alger Management, LLC | 1,324,575 | $5.25M | 0.03% | −820−0.1% | Reduced |
| Formula Growth Ltd | 1,750,635 | $6.93M | 2.21% | +343,183+24.4% | Added |
| Vanguard Group Inc | 2,079,221 | $8.23M | 0.00% | +17,259+0.8% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 1,793,520 | $9.62M | 4.37% | −17,207−1.0% | Reduced |