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 2024
Institutional positions in Latham Group, Inc. as of Sep 30, 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
- 132
- +24 vs. Q2 2024
- Shares held
- 38.9M
- +10.3M (+36.0%) vs. Q2 2024
- Total value
- $267.8M
- +$180.7M (+207.4%) vs. Q2 2024
- New holders
- 40
- 53 more added
- Sold out
- 16
- 27 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Latham Group, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 31 | $0 | 0.00% | −1−3.1% | Reduced |
| Federated Hermes, Inc. | 6 | $41 | 0.00% | +5+500.0% | Added |
| US Bancorp | 39 | $265 | 0.00% | +39 | New |
| Kayne Anderson Rudnick Investment Management LLC | 50 | $340 | 0.00% | −30−37.5% | Reduced |
| Capital Performance Advisors LLP | 94 | $639 | 0.00% | +94 | New |
| Rothschild Investment LLC | 115 | $782 | 0.00% | +30+35.3% | Added |
| Nisa Investment Advisors, LLC | 125 | $850 | 0.00% | +12+10.6% | Added |
| Sterling Capital Management LLC | 129 | $877 | 0.00% | +129 | New |
| Ronald Blue Trust, Inc. | 290 | $879 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 160 | $1.09K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 199 | $1.35K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 286 | $2.00K | 0.00% | +209+271.4% | Added |
| Jones Financial Companies LLLP | 468 | $3.15K | 0.00% | +22+4.9% | Added |
| CoreCap Advisors, LLC | 1,000 | $6.80K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,168 | $7.94K | 0.00% | −7,126−85.9% | Reduced |
| Proequities, Inc. | 1,218 | $8.28K | 0.00% | +1,218 | New |
| Amalgamated Bank | 1,540 | $10.0K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,500 | $10.2K | 0.00% | +1,500 | New |
| Simplex Trading, LLC | 2,465 | $16.0K | 0.00% | +1,553+170.3% | Added |
| California State Teachers Retirement System | 2,936 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,322 | $22.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,722 | $25.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 7,239 | $49.2K | 0.00% | +3,123+75.9% | Added |
| Quarry LP | 7,740 | $52.6K | 0.02% | +7,740 | New |
| Russell Investments Group, Ltd. | 8,493 | $57.8K | 0.00% | +6,377+301.4% | Added |
| Quadrature Capital Ltd | 10,533 | $71.6K | 0.00% | +10,533 | New |
| Lazard Asset Management LLC | 10,818 | $73.0K | 0.00% | +10,818 | New |
| Diversified Trust Co | 11,219 | $76.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 11,328 | $77.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 11,415 | $77.6K | 0.00% | +1,415+14.1% | Added |
| Voya Financial Advisors, Inc. | 13,275 | $89.5K | 0.01% | +13,275 | New |
| Blair William & Co | 13,456 | $91.5K | 0.00% | −3,567−21.0% | Reduced |
| Intech Investment Management LLC | 13,473 | $91.6K | 0.00% | +13,473 | New |
| Price T Rowe Associates Inc | 13,688 | $94.0K | 0.00% | +2,282+20.0% | Added |
| Engineers Gate Manager LP | 13,929 | $94.7K | 0.00% | +13,929 | New |
| Voya Investment Management LLC | 13,999 | $95.2K | 0.00% | −1,476−9.5% | Reduced |
| LPL Financial LLC | 14,241 | $96.8K | 0.00% | +2,236+18.6% | Added |
| SG Americas Securities, LLC | 15,440 | $105.0K | 0.00% | +15,440 | New |
| Acadian Asset Management LLC | 16,359 | $111.0K | 0.00% | +9,601+142.1% | Added |
| Manufacturers Life Insurance Company, The | 16,650 | $113.2K | 0.00% | +16,650 | New |
| Mariner, LLC | 16,886 | $114.8K | 0.00% | +30.0% | Added |
| Raymond James & Associates | 16,985 | $115.5K | 0.00% | +16,985 | New |
| State of Wyoming | 17,159 | $116.7K | 0.02% | +17,159 | New |
| Cetera Investment Advisers | 17,661 | $120.1K | 0.00% | −2,469−12.3% | Reduced |
| JPMorgan Chase & Co | 18,297 | $124.4K | 0.00% | +249+1.4% | Added |
| Wells Fargo & Company | 18,852 | $128.2K | 0.00% | +554+3.0% | Added |
| Cerity Partners LLC | 19,316 | $131.3K | 0.00% | +19,316 | New |
| Citadel Advisors LLC | 19,597 | $133.3K | 0.00% | +19,597 | New |
| Advisor Group Holdings, Inc. | 19,616 | $133.4K | 0.00% | +4,283+27.9% | Added |
| Ritholtz Wealth Management | 20,048 | $136.3K | 0.00% | +1,922+10.6% | Added |
| Deutsche Bank AG | 21,544 | $146.5K | 0.00% | +6,170+40.1% | Added |
| Corebridge Financial, Inc. | 21,664 | $147.3K | 0.00% | −133−0.6% | Reduced |
| Envestnet Asset Management Inc | 21,743 | $147.9K | 0.00% | −1,497−6.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 22,297 | $151.6K | 0.00% | +2,773+14.2% | Added |
| Keebeck Alpha, LP | 23,529 | $160.0K | 0.10% | +23,529 | New |
| MetLife Investment Management | 24,976 | $169.8K | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 25,523 | $173.6K | 0.00% | +10,436+69.2% | Added |
| Prelude Capital Management, LLC | 26,029 | $177.0K | 0.01% | +26,029 | New |
| Sherbrooke Park Advisers LLC | 26,466 | $180.0K | 0.04% | +26,466 | New |
| Centiva Capital, LP | 26,844 | $182.5K | 0.01% | +26,844 | New |
| Cornerstone Investment Partners, LLC | 26,978 | $183.4K | 0.01% | +26,978 | New |
| Royal Bank of Canada | 29,008 | $197.0K | 0.00% | +276+1.0% | Added |
| Citigroup Inc | 31,182 | $212.0K | 0.00% | +19,397+164.6% | Added |
| AJOVista, LLC | 33,493 | $227.8K | 0.97% | +33,493 | New |
| Gitterman Wealth Management, LLC | 33,502 | $227.8K | 0.09% | +670+2.0% | Added |
| Algert Global LLC | 36,316 | $246.9K | 0.01% | +36,316 | New |
| Jane Street Group, LLC | 37,397 | $254.3K | 0.00% | −5,394−12.6% | Reduced |
| AQR Capital Management LLC | 38,773 | $263.7K | 0.00% | +38,773 | New |
| Walleye Capital LLC | 39,353 | $267.6K | 0.00% | +39,353 | New |
| EP Wealth Advisors, LLC | 39,692 | $269.9K | 0.00% | +39,692 | New |
| UBS Group AG | 41,822 | $284.4K | 0.00% | +29,045+227.3% | Added |
| Occudo Quantitative Strategies LP | 44,212 | $300.6K | 0.05% | +44,212 | New |
| O'Shaughnessy Asset Management, LLC | 43,456 | $303.3K | 0.00% | +13,884+46.9% | Added |
| Natixis Advisors, L.P. | 51,448 | $350.0K | 0.00% | +51,448 | New |
| Barclays PLC | 54,720 | $372.1K | 0.00% | +40,860+294.8% | Added |
| XTX Topco Ltd | 56,106 | $381.5K | 0.03% | +56,106 | New |
| Alliancebernstein L.P. | 56,670 | $385.4K | 0.00% | −730−1.3% | Reduced |
| Rhumbline Advisers | 61,560 | $418.6K | 0.00% | −2,927−4.5% | Reduced |
| Franklin Resources Inc | 62,789 | $438.3K | 0.00% | +62,789 | New |
| Advisory Services Network, LLC | 148,303 | $449.4K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 76,400 | $519.5K | 0.00% | −21,100−21.6% | Reduced |
| BloombergSen Inc. | 79,745 | $542.3K | 0.05% | +31,185+64.2% | Added |
| Trexquant Investment LP | 82,908 | $563.8K | 0.01% | +82,908 | New |
| Thrivent Financial for Lutherans | 93,373 | $635.0K | 0.00% | +93,373 | New |
| Rock Creek Group, LP | 97,577 | $663.5K | 0.08% | −2,423−2.4% | Reduced |
| Two Sigma Investments, LP | 97,693 | $664.3K | 0.00% | −4,754−4.6% | Reduced |
| Principal Financial Group Inc | 102,446 | $696.6K | 0.00% | +102,446 | New |
| Cornercap Investment Counsel Inc | 105,699 | $718.8K | 0.21% | −126,622−54.5% | Reduced |
| Cullen Capital Management LLC | 119,580 | $813.1K | 0.01% | +1,197+1.0% | Added |
| Keel Point, LLC | 133,801 | $909.8K | 0.08% | −67,463−33.5% | Reduced |
| ELCO Management Co., LLC | 136,193 | $926.1K | 0.50% | +38,431+39.3% | Added |
| Millennium Management LLC | 139,159 | $946.3K | 0.00% | +79,066+131.6% | Added |
| Panagora Asset Management Inc | 141,945 | $965.2K | 0.00% | −55,127−28.0% | Reduced |
| ABS Direct Equity Fund LLC | 150,000 | $1.02M | 1.14% | −7,123−4.5% | Reduced |
| Bank of America Corp | 155,535 | $1.06M | 0.00% | +61,830+66.0% | Added |
| Bank of New York Mellon Corp | 155,557 | $1.06M | 0.00% | −21,577−12.2% | Reduced |
| Squarepoint Ops LLC | 165,279 | $1.12M | 0.00% | +52,920+47.1% | Added |
| Cubist Systematic Strategies, LLC | 168,175 | $1.14M | 0.02% | +140,252+502.3% | Added |
| Tudor Investment Corp Et Al | 169,655 | $1.15M | 0.01% | +69,028+68.6% | Added |
| Los Angeles Capital Management LLC | 200,177 | $1.36M | 0.01% | +48,630+32.1% | Added |