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Lvmh Moet Hennessy (LVMUY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Franklin Street Advisors Inc
INCREASED
Shares239,139 from 224,245
Change+14,894 (+7%)
Value$21.1M (-$3.8M)
Filed 2026-10-13
Appleton Partners Inc
DECREASED
Shares33,157 from 36,795
Change-3,638 (-10%)
Value$2.9M (-$1.1M)
Filed 2026-10-30
McGinn Penninger Investment Management, Inc.
DECREASED
Shares32,365 from 32,925
Change-560 (-2%)
Value$2.8M (-$793.0K)
Filed 2026-11-09
Hantz Financial Services, Inc.
INCREASED
Shares19,234 from 9,999
Change+9,235 (+92%)
Value$1.7M (+$587.0K)
Filed 2026-11-09
Capital Square, LLC
NEW
Shares8,298
Change+8,298
Value$735.2K
Filed 2026-10-19
Confluence Investment Management LLC
INCREASED
Shares7,794 from 7,690
Change+104 (+1%)
Value$686.1K (-$164.4K)
Filed 2026-10-01
Sterling Capital Management LLC
INCREASED
Shares7,676 from 6,810
Change+866 (+13%)
Value$680.1K (-$73.8K)
Filed 2026-10-22
Renasant Bank
INCREASED
Shares7,494 from 7,289
Change+205 (+3%)
Value$663.9K (-$142.9K)
Filed 2026-11-05
Legacy Wealth Management, LLC / MS
NEW
Shares5,285
Change+5,285
Value$465.2K
Filed 2026-10-30
Alta Capital Management LLC/
DECREASED
Shares2,370 from 2,450
Change-80 (-3%)
Value$208.6K (-$62.3K)
Filed 2026-10-26
Ascentis Wealth Management, LLC
INCREASED
Shares1,976 from 1,370
Change+606 (+44%)
Value$173.9K (+$22.4K)
Filed 2026-11-03
Gamma Investing LLC
DECREASED
Shares1,740 from 4,090
Change-2,350 (-57%)
Value$153.2K (-$299.2K)
Filed 2026-10-08
10Elms LLP
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$132.0K (-$33.9K)
Filed 2026-11-06
Atlas Capital Advisors Inc.
UNCHANGED
Shares1,387 from 1,387
Change0 (0%)
Value$1.1M (+$981.7K)
Filed 2026-11-09
PNC Financial Services Group, Inc.
INCREASED
Shares595 from 493
Change+102 (+21%)
Value$52.4K (-$2.1K)
Filed 2026-11-06
General Partner, Inc.
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$28.5K (-$7.3K)
Filed 2026-10-05
Boyd Watterson Asset Management LLC
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$26.4K (-$6.6K)
Filed 2026-11-06
First Command Advisory Services, Inc.
INCREASED
Shares296 from 140
Change+156 (+111%)
Value$26.1K (+$10.6K)
Filed 2026-11-05
Westside Investment Management, Inc.
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$10.5K (-$3.1K)
Filed 2026-11-02
Coston, McIsaac & Partners
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$6.5K (+$6.5K)
Filed 2026-11-06
Gleason Group, Inc.
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$4.3K (-$1.1K)
Filed 2026-10-15
NBT Bank, N.A.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.2K (-$564)
Filed 2026-10-21
Markowski Investments
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.9K (-$496)
Filed 2026-10-30
Winch Advisory Services, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.8K (-$457)
Filed 2026-11-06
Transce3nd, LLC
NEW
Shares9
Change+9
Value$787
Filed 2026-10-26
Richardson Financial Services Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$440 (-$113)
Filed 2026-10-30
Cardinal Capital Management, Inc.
CLOSED
Shares0 from 205,448
Change-205,448 (-100%)
Value$0 (-$22.7M)
Filed 2026-10-16
Moran Wealth Management, LLC
CLOSED
Shares0 from 51,629
Change-51,629 (-100%)
Value$0 (-$5.7M)
Filed 2026-10-22
Diversified Trust Co
CLOSED
Shares0 from 4,771
Change-4,771 (-100%)
Value$0 (-$528.1K)
Filed 2026-11-06
FNY Investment Advisers, LLC
CLOSED
Shares0 from 3,183
Change-3,183 (-100%)
Value$0 (-$352)
Filed 2026-10-16
Williams Jones Wealth Management, Llc.
CLOSED
Shares0 from 2,811
Change-2,811 (-100%)
Value$0 (-$310.9K)
Filed 2026-11-05
Salomon & Ludwin, LLC
CLOSED
Shares0 from 648
Change-648 (-100%)
Value$0 (-$70.9K)
Filed 2026-10-29
Park Place Capital Corp
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$12.2K)
Filed 2026-11-09
Oakworth Capital, Inc.
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-26
Sankala Group LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$207)
Filed 2026-11-09
Horizon Financial Services, LLC
DECREASED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-04
Aristotle Capital Management, LLC
N/A
Shares— from 426,810
Change-426,810 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 34,527
Change-34,527 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 7,630
Change-7,630 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 5,853
Change-5,853 (-100%)
Value—
Calydon Capital
N/A
Shares— from 5,156
Change-5,156 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 4,763
Change-4,763 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 4,650
Change-4,650 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 4,522
Change-4,522 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 4,011
Change-4,011 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 2,359
Change-2,359 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 1,986
Change-1,986 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 827
Change-827 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 315
Change-315 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 51
Change-51 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 34
Change-34 (-100%)
Value—
Status
Franklin Street Advisors Inc
INCREASED239,139224,245+14,894+7%$24.8M$21.1M-$3.8M2026-10-13
Appleton Partners Inc
DECREASED33,15736,795-3,638-10%$4.1M$2.9M-$1.1M2026-10-30
McGinn Penninger Investment Management, Inc.
DECREASED32,36532,925-560-2%$3.6M$2.8M-$793.0K2026-11-09
Hantz Financial Services, Inc.
INCREASED19,2349,999+9,235+92%$1.1M$1.7M+$587.0K2026-11-09
Capital Square, LLC
NEW8,298—+8,298——$735.2K—2026-10-19
Confluence Investment Management LLC
INCREASED7,7947,690+104+1%$850.5K$686.1K-$164.4K2026-10-01
Sterling Capital Management LLC
INCREASED7,6766,810+866+13%$753.8K$680.1K-$73.8K2026-10-22
Renasant Bank
INCREASED7,4947,289+205+3%$806.9K$663.9K-$142.9K2026-11-05
Legacy Wealth Management, LLC / MS
NEW5,285—+5,285——$465.2K—2026-10-30
Alta Capital Management LLC/
DECREASED2,3702,450-80-3%$271.0K$208.6K-$62.3K2026-10-26
Ascentis Wealth Management, LLC
INCREASED1,9761,370+606+44%$151.5K$173.9K+$22.4K2026-11-03
Gamma Investing LLC
DECREASED1,7404,090-2,350-57%$452.4K$153.2K-$299.2K2026-10-08
10Elms LLP
UNCHANGED1,5001,50000%$165.9K$132.0K-$33.9K2026-11-06
Atlas Capital Advisors Inc.
UNCHANGED1,3871,38700%$153.4K$1.1M+$981.7K2026-11-09
PNC Financial Services Group, Inc.
INCREASED595493+102+21%$54.5K$52.4K-$2.1K2026-11-06
General Partner, Inc.
UNCHANGED32432400%$35.8K$28.5K-$7.3K2026-10-05
Boyd Watterson Asset Management LLC
UNCHANGED29829800%$33.0K$26.4K-$6.6K2026-11-06
First Command Advisory Services, Inc.
INCREASED296140+156+111%$15.5K$26.1K+$10.6K2026-11-05
Westside Investment Management, Inc.
UNCHANGED12312300%$13.6K$10.5K-$3.1K2026-11-02
Coston, McIsaac & Partners
UNCHANGED747400%$8$6.5K+$6.5K2026-11-06
Gleason Group, Inc.
UNCHANGED484800%$5.4K$4.3K-$1.1K2026-10-15
NBT Bank, N.A.
UNCHANGED252500%$2.8K$2.2K-$5642026-10-21
Markowski Investments
UNCHANGED222200%$2.4K$1.9K-$4962026-10-30
Winch Advisory Services, LLC
UNCHANGED202000%$2.2K$1.8K-$4572026-11-06
Transce3nd, LLC
NEW9—+9——$787—2026-10-26
Richardson Financial Services Inc.
UNCHANGED5500%$553$440-$1132026-10-30
Cardinal Capital Management, Inc.
CLOSED0205,448-205,448-100%$22.7M$0-$22.7M2026-10-16
Moran Wealth Management, LLC
CLOSED051,629-51,629-100%$5.7M$0-$5.7M2026-10-22
Diversified Trust Co
CLOSED04,771-4,771-100%$528.1K$0-$528.1K2026-11-06
FNY Investment Advisers, LLC
CLOSED03,183-3,183-100%$352$0-$3522026-10-16
Williams Jones Wealth Management, Llc.
CLOSED02,811-2,811-100%$310.9K$0-$310.9K2026-11-05
Salomon & Ludwin, LLC
CLOSED0648-648-100%$70.9K$0-$70.9K2026-10-29
Park Place Capital Corp
CLOSED0110-110-100%$12.2K$0-$12.2K2026-11-09
Oakworth Capital, Inc.
CLOSED024-24-100%$2.6K$0-$2.6K2026-10-26
Sankala Group LLC
CLOSED02-2-100%$207$0-$2072026-11-09
Horizon Financial Services, LLC
DECREASED010-10-100%$1.1K$0-$1.1K2026-11-04
Aristotle Capital Management, LLC
N/A—426,810-426,810-100%$47.2M———
Rhumbline Advisers
N/A—34,527-34,527-100%$3.8M———
AR Asset Management Inc
N/A—8,500-8,500-100%$940.1K———
Weik Capital Management
N/A—7,630-7,630-100%$843.9K———
Minot DeBlois Advisors LLC
N/A—5,853-5,853-100%$647.3K———
Calydon Capital
N/A—5,156-5,156-100%$570.3K———
DF Dent & Co Inc
N/A—4,763-4,763-100%$526.8K———
Financial Avengers, Inc.
N/A—4,650-4,650-100%$514.3K———
Wealthspire Advisors, LLC
N/A—4,522-4,522-100%$500.1K———
First Manhattan Co. Llc.
N/A—4,011-4,011-100%$443.6K———
Sandhill Capital Partners LLC
N/A—2,359-2,359-100%$260.9K———
Kirtland Hills Capital Management, LLC
N/A—1,986-1,986-100%$219.6K———
Wellington-Altus USA Inc.
N/A—827-827-100%$88.3K———
Ancora Advisors LLCA
N/A—315-315-100%$34.8K———
IMA Advisory Services, Inc.
N/A—51-51-100%$5.6K———
Benson Wealth Management Inc
N/A—34-34-100%$3.8K———
Showing 52 of 52 institutions