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Loar Holdings Inc. 13F holders

284 funds reported a position in Loar Holdings Inc. in their 13F for the quarter ended 30 June 2026, together 88.7 million shares worth $7.15 billion. Against the quarter before, 64 opened a position, 98 added, 83 trimmed and 37 sold out; together they sold a net 1.2 million shares. The largest holders: Abrams Capital Management, L.P., Capital International Investors and T. Rowe Price Investment Management, Inc.

Funds holding284+36 on Q1 2026
Shares they held88.7Mworth $7.15 billion
Net sold on the quarter1.2M sharesabout $95.7 million at the funds' values
Funds buying to selling162 to 120opened or added, to cut or sold
Opened 64Added 98Held 35Trimmed 83Sold out 37
Opened: 64 fundsAdded: 98 fundsHeld: 35 fundsTrimmed: 83 fundsSold out: 37 funds

What each fund did in LOAR against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 138 funds, 67.4 million shares138Q3 2024Q4 2024: 182 funds, 74.3 million shares182Q4 2024Q1 2025: 162 funds, 75.0 million shares162Q1 2025Q2 2025: 253 funds, 83.0 million shares253Q2 2025Q3 2025: 229 funds, 83.4 million shares229Q3 2025Q4 2025: 242 funds, 85.1 million shares242Q4 2025Q1 2026: 248 funds, 89.3 million shares248Q1 2026Q2 2026: 284 funds, 88.7 million shares284Q2 2026

Funds reporting a position in LOAR in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 53 reported a position in Loar Holdings Inc.: 15 opened one, 14 added, 7 trimmed and 4 sold out, a net 571,978 shares sold.

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 7 reported a position in Loar Holdings Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 658,166 shares worth $53.1 million, 0.0% of its reported book. In the quarter, 0 funds added or opened a position and 6 trimmed or sold out; together they sold a net 1.4 million shares, about $113.8 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Geode Capital Management658,166$53.1 million0.0%-53,395trimmed30 June 202613F
Norges Bank558,181$45.0 million0.0%held30 June 202613F
Alyeska303,776$24.5 million0.1%-783,386trimmed30 June 202613F
Citadel Advisors168,394$13.6 million0.0%-468,307trimmed30 June 202613F
Millennium Management117,944$9.5 million0.0%-50,020trimmed30 June 202613F
FMR LLC99,406$8.0 million0.0%-23,515trimmed30 June 202613F
Renaissance Technologies21,800$1.8 million0.0%-33,300trimmed30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Abrams Capital Management, L.P.32,050,24036.14%$2.58 billion47.15%no change13F
Capital International Investors8,803,8989.93%$709.7 million0.15%-9,49713F
T. Rowe Price Investment Management, Inc.4,148,3704.68%$334.4 million0.22%+445,74413F
Wellington Management Group LLP4,063,3394.58%$327.5 million0.06%+514,06113F
Wasatch Advisors LP3,241,7863.66%$261.3 million1.71%-267,22813F
Bamco Inc.2,523,3322.85%$203.4 million0.30%+157,03313F
State Street Corp.2,336,7982.64%$188.4 million0.01%-44,80513F
BlackRock, Inc.2,198,8732.48%$177.3 million0.00%-221,13013F
Vanguard Capital Management LLC1,979,2442.23%$159.5 million0.00%+154,79513F
Vanguard Portfolio Management LLC1,772,2822.00%$142.9 million0.01%+95,85413F
Federated Hermes, Inc.1,620,8891.83%$130.7 million0.19%+87,28713F
UBS Group AG1,399,1631.58%$112.8 million0.02%-436,22413F
Morgan Stanley1,151,6791.30%$92.8 million0.01%+472,28913F
JPMorgan Chase & Co.954,3321.08%$76.3 million0.00%-210,36213F
Invesco Ltd.883,3881.00%$71.2 million0.01%+425,56013F
Dimensional Fund Advisors LP864,5950.97%$69.7 million0.01%+117,24413F
Capital World Investors831,8530.94%$67.1 million0.01%+49,08413F
TimesSquare Capital Management, LLC798,5750.90%$64.4 million0.95%-127,31213F
Goldman Sachs Group Inc.746,5960.84%$60.2 million0.01%+144,59313F
Artisan Partners Limited Partnership737,5700.83%$59.5 million0.10%-98,80613F
Price T Rowe Associates Inc.729,3290.82%$58.8 million0.01%+193,74813F
Geneva Capital Management LLC719,0880.81%$58.0 million1.33%+56,97013F
Bank of New York Mellon Corp707,4030.80%$57.0 million0.01%-225,81313F
One Madison Group LLC690,0000.78%$55.6 million5.35%-5,00013F
Geode Capital Management, LLC658,1660.74%$53.1 million0.00%-53,39513F
Spyglass Capital Management LLC611,6570.69%$49.3 million2.67%+27,52413F
Norges Bank558,1810.63%$45.0 million0.00%13F
Bank of America Corp.453,4660.51%$36.6 million0.00%+228,51513F
Fred Alger Management, LLC446,5980.50%$36.0 million0.12%-134,28213F
Jupiter Topco LLC426,0430.48%$34.3 million0.01%first 13F13F
Charles Schwab Investment Management Inc.366,6040.41%$29.6 million0.00%+13,61813F
Gilder Gagnon Howe & Co. LLC366,2560.41%$29.5 million0.30%-74,61213F
Select Equity Group, L.P.339,9760.38%$27.4 million0.14%+136,33913F
Silvercrest Asset Management Group LLC312,7990.35%$25.2 million0.17%-26,61913F
Alyeska Investment Group, L.P.303,7760.34%$24.5 million0.06%-783,38613F
ONE Advisory Partners, LLC293,3190.33%$23.6 million6.44%no change13F
New York State Common Retirement Fund263,7580.30%$21.3 million0.03%-7,19113F
Nomura Asset Management International Inc.235,5560.27%$19.0 million0.03%+99,84313F
Vanguard Fiduciary Trust Co.235,4480.27%$19.0 million0.00%+3,28413F
Loomis Sayles & Co. L P216,7730.24%$17.5 million0.02%-5,83513F
Raymond James Financial Inc.203,6960.23%$16.4 million0.00%+192,99313F
Daiwa Securities Group Inc.203,4000.23%$16.4 million0.04%no change13F
Royal Bank of Canada200,1910.23%$16.1 million0.00%+37,03713F
Zimmer Partners, LP200,0000.23%$16.1 million0.38%-372,50013F
Cerity Partners LLC196,5290.22%$15.8 million0.02%-31,31513F
Northern Trust Corp.190,9490.22%$15.4 million0.00%-2,18413F
Sei Investments Co.189,9760.21%$15.3 million0.01%-24,81513F
Osterweis Capital Management Inc.188,8650.21%$15.2 million0.83%+50,49513F
Citadel Advisors LLC168,3940.19%$13.6 million0.01%-468,30713F
Susquehanna International Group, LLP155,4350.18%$12.5 million0.01%+45,46713F
The 50 largest of the 284 funds that reported a position in LOAR in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on LOAR

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls67,900$5.5 million30 June 202613F
Citadel AdvisorsPuts61,300$4.9 million30 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
14 May 202613G/ACapital International Investors and 1 other8.9 million9.5%31 March 2026passive, institutional (13d-1(b))EDGAR
13 February 202613GCapital International Investors and 1 other7.3 million7.8%31 December 2025passive, institutional (13d-1(b))EDGAR
13 February 202613G/AGSO Capital Opportunities Fund III LP and 51 others3.6 million3.8%31 December 2025passive, other (13d-1(d))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
29 September 202617,008$63.57SEC
25 September 202620,208$65.43SEC
24 September 202610$63.65SEC
23 September 20261,519$64.17SEC
22 September 20262,215$64.73SEC
21 September 20261,349$64.43SEC
16 September 20263,669$63.51SEC
14 September 20262,946$66.51SEC
10 September 20264$66.05SEC
4 September 20266,603$69.74SEC
2 September 202641$68.91SEC
31 August 20261,946$71.69SEC
27 August 202633$73.47SEC
25 August 20264,412$72.72SEC
24 August 20264,778$75.00SEC
21 August 202678$74.37SEC
20 August 202669$76.49SEC
18 August 202630,797$77.83SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 30,797 on 18 August 2026. A fail is an operational fact about settlement, not a position.