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Latham Group Inc (SWIM)

CUSIP: 51819L107 | NYSE | Industrials · Building Products & Equipment | Small Cap | 375 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AWellington Management Group LLP12,030,27810.2%+666,229Sep 30, 202611,364,049 sh (Jun 30, 2026)
13G/AWellington Management Group LLP12,030,278
10.2% of class · Sep 30, 2026+666,229
11,364,049 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP4,145,608
0.0% of portfolio›$25.8M
Keybank National Association3,386,177
0.1% of portfolio›$21.1M
Wasatch Advisors LP1,863,932
0.1% of portfolio›$11.6M
CenterBook Partners LP483,092
0.1% of portfolio›$3.0M
Bank of New York Mellon Corp152,248
0.0% of portfolio›$948.5K
IFP Advisors, Inc149,503
0.0% of portfolio›$931.4K
AdviceOne Advisory Services, LLC138,901
0.5% of portfolio›$865.4K
Atria Investments, Inc103,684
0.0% of portfolio›$646.0K
Inspire Investing, LLC102,450
0.0% of portfolio›$638.3K
Commonwealth Equity Services, LLC91,853
0.0% of portfolio›$572.2K
Perigon Wealth Management, LLC80,304
0.0% of portfolio›$500.3K
Elco Management Co., LLC55,229
0.2% of portfolio›$344.1K
Creative Planning52,290
0.0% of portfolio›$325.8K
Plancorp, LLC21,814
0.0% of portfolio›$159.5K
Arizona State Retirement System15,717
0.0% of portfolio›$97.9K
Moran Wealth Management, LLC13,371
0.0% of portfolio›$83.3K
Citigroup Inc12,817
0.0% of portfolio›$79.9K
Olympiad Research LP11,412
0.1% of portfolio›$71.1K
State of Wyoming10,085
0.0% of portfolio›$62.8K
State of Alaska, Department of Revenue6,705
0.0% of portfolio›$41
Covestor Ltd4,148
0.0% of portfolio›$26
Sterling Capital Management LLC1,127
0.0% of portfolio›$7.0K
CoreCap Advisors, LLC1,000
0.0% of portfolio›$6.2K
Gamma Investing LLC663
0.0% of portfolio›$4.1K
Parallel Advisors, LLC601
0.0% of portfolio›$3.7K
SJS Investment Consulting Inc.329
0.0% of portfolio›$2.1K
Silver Grove Financial Group, Inc.300
0.0% of portfolio›$1.9K
Farther Finance Advisors, LLC152
0.0% of portfolio›$947
Nisa Investment Advisors, LLC113
0.0% of portfolio›$704
EverSource Wealth Advisors, LLC89
0.0% of portfolio›$554
Ascentis Wealth Management, LLC84
0.0% of portfolio›$523
Parkside Financial Bank & Trust70
0.0% of portfolio›$436
Signaturefd, LLC35
0.0% of portfolio›$218
Essential Partners LLC24
0.0% of portfolio›$150
True Wealth Design, LLC20
0.0% of portfolio›$125
SBI Securities Co., Ltd.10
0.0% of portfolio›$62
Caitong International Asset Management Co., Ltd4
0.0% of portfolio›$25
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
4,145,608$25.8M0.0%IndexLowAustin, TX2026-11-04
Keybank National Association
3,386,177$21.1M0.1%CoreLowBrooklyn, OH2026-11-04
Wasatch Advisors LP
1,863,932$11.6M0.1%GARPMediumSalt Lake City, UT2026-10-13
CenterBook Partners LP
483,092$3.0M0.1%ValueVery HighGreenwich, CT2026-11-02
Bank of New York Mellon Corp
152,248$948.5K0.0%CoreLowNew York, NY2026-11-05
IFP Advisors, Inc
149,503$931.4K0.0%GrowthLowTampa, FL2026-10-16
AdviceOne Advisory Services, LLC
138,901$865.4K0.5%CoreVery LowGlastonbury, CT2026-10-19
Atria Investments, Inc
103,684$646.0K0.0%CoreMediumCharlotte, NC2026-10-15
Inspire Investing, LLC
102,450$638.3K0.0%GARPHighMeridian, ID2026-10-22
Commonwealth Equity Services, LLC
91,853$572.2K0.0%ETFLowWaltham, MA2026-11-02
Perigon Wealth Management, LLC
80,304$500.3K0.0%GrowthLowSan Francisco, CA2026-10-22
Elco Management Co., LLC
55,229$344.1K0.2%CoreLowNew York, NY2026-10-14
Creative Planning
52,290$325.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Plancorp, LLC
21,814$159.5K0.0%ETFLowSaint Louis, MO2026-11-03
Arizona State Retirement System
15,717$97.9K0.0%IndexVery LowPhoenix, AZ2026-11-03
Moran Wealth Management, LLC
13,371$83.3K0.0%CoreMediumNaples, FL2026-10-22
Citigroup Inc
12,817$79.9K0.0%CoreMediumNew York, NY2026-11-04
Olympiad Research LP
11,412$71.1K0.1%Deep ValueVery HighStamford, CT2026-11-04
State of Wyoming
10,085$62.8K0.0%ValueHighCheyenne, WY2026-10-28
State of Alaska, Department of Revenue
6,705$410.0%CoreVery LowJuneau, AK2026-10-15
Covestor Ltd
4,148$260.0%ValueHighLondon, United Kingdom2026-10-30
Sterling Capital Management LLC
1,127$7.0K0.0%GARPMediumCharlotte, NC2026-10-22
CoreCap Advisors, LLC
1,000$6.2K0.0%ETFMediumSouthfield, MI2026-10-08
Gamma Investing LLC
663$4.1K0.0%IndexVery LowFoster City, CA2026-10-08
Parallel Advisors, LLC
601$3.7K0.0%IndexLowSan Francisco, CA2026-11-03
SJS Investment Consulting Inc.
329$2.1K0.0%ETFVery LowSylvania, OH2026-10-26
Silver Grove Financial Group, Inc.
300$1.9K0.0%CoreMediumOrchard Park, NY2026-11-05
Farther Finance Advisors, LLC
152$9470.0%IndexLowSan Francisco, CA2026-10-08
Nisa Investment Advisors, LLC
113$7040.0%IndexVery LowSt. Louis, MO2026-10-20
EverSource Wealth Advisors, LLC
89$5540.0%CoreMediumBirmingham, AL2026-11-04
Ascentis Wealth Management, LLC
84$5230.0%Agg GrowthLowDallas, TX2026-11-03
Parkside Financial Bank & Trust
70$4360.0%CoreVery LowSaint Louis, MO2026-10-27
Signaturefd, LLC
35$2180.0%IndexLowAtlanta, GA2026-10-23
Essential Partners LLC
24$1500.0%ValueMediumRancho Santa Fe, CA2026-10-14
True Wealth Design, LLC
20$1250.0%ETFMediumAkron, OH2026-10-13
SBI Securities Co., Ltd.
10$620.0%Agg GrowthLowTokyo, Mexico2026-10-22
Caitong International Asset Management Co., Ltd
4$250.0%GrowthVery HighHong Kong, South Korea2026-10-29