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Loar Holdings Inc (LOAR)

CUSIP: 53947R105 | NYSE | Industrials · Aerospace & Defense | Mid Cap | 509 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Wasatch Advisors LP2,631,612
1.2% of portfolio›$161.9M
Dimensional Fund Advisors LP1,024,067
0.0% of portfolio›$63.0M
Principal Financial Group Inc827,354
0.0% of portfolio›$50.9M
TimesSquare Capital Management, LLC767,234
0.8% of portfolio›$47.2M
Bank of New York Mellon Corp566,776
0.0% of portfolio›$34.9M
One Advisory Partners, LLC293,319
4.9% of portfolio›$18.0M
Daiwa Securities Group Inc.203,400
0.0% of portfolio›$12.5M
Riverbridge Partners LLC158,569
0.3% of portfolio›$9.8M
Burkett Financial Services, LLC118,000
2.2% of portfolio›$7.3M
Brown Capital Management LLC105,426
1.2% of portfolio›$6.5M
Prospera Financial Services Inc79,216
0.1% of portfolio›$4.9M
Moody Aldrich Partners LLC68,744
0.8% of portfolio›$4.2M
Oppenheimer Asset Management Inc.43,563
0.0% of portfolio›$2.7M
Citigroup Inc39,048
0.0% of portfolio›$2.4M
Achmea Investment Management B.V.36,918
0.0% of portfolio›$2.3M
Thrive Wealth Management, LLC35,827
0.3% of portfolio›$2.2M
Linden Thomas Advisory Services, LLC34,557
0.2% of portfolio›$2.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management33,831
0.0% of portfolio›$2.1M
Clearview Wealth Management LLC27,001
1.3% of portfolio›$1.7M
B. Metzler seel. Sohn & Co. AG24,838
0.0% of portfolio›$1.5M
Creative Planning20,439
0.0% of portfolio›$1.3M
Renaissance Capital LLC16,632
0.7% of portfolio›$1.0M
US Bancorp \de\16,490
0.0% of portfolio›$1.0M
Oak Thistle LLC15,820
0.1% of portfolio›$973.2K
State of New Jersey Common Pension Fund D15,771
0.0% of portfolio›$970.2K
Jackson Creek Investment Advisors LLC15,751
0.0% of portfolio›$969
Virginia Retirement Systems ET Al14,150
0.0% of portfolio›$870.5K
HUB Investment Partners, LLC12,580
0.0% of portfolio›$773.9K
Arizona State Retirement System9,226
0.0% of portfolio›$567.6K
Symmetry Partners, LLC6,837
0.0% of portfolio›$420.6K
Anchyra Partners LLC6,099
0.1% of portfolio›$375.2K
Farther Finance Advisors, LLC5,990
0.0% of portfolio›$368.5K
Fifth Third Wealth Advisors LLC5,703
0.0% of portfolio›$350.8K
Ethic Inc.5,422
0.0% of portfolio›$333.6K
Pictet Asset Management Holding SA5,262
0.0% of portfolio›$323.7K
Park Capital Management, LLC / WI5,186
0.2% of portfolio›$319.0K
OpenArc Corporate Advisory, LLC5,070
0.0% of portfolio›$311.9K
Atria Investments, Inc4,714
0.0% of portfolio›$290.0K
Commonwealth Financial Services, LLC4,460
0.0% of portfolio›$274.4K
Axxcess Wealth Management, LLC4,416
0.0% of portfolio›$271.7K
Wealth Enhancement Advisory Services, LLC4,378
0.0% of portfolio›$269.8K
SteelPeak Wealth, LLC4,311
0.0% of portfolio›$265.2K
Imc-Chicago, LLC4,304
0.0% of portfolio›$264.8K
Yorktown Management & Research Co Inc4,250
0.2% of portfolio›$261.5K
Cyndeo Wealth Partners, LLC4,176
0.0% of portfolio›$256.9K
Cambridge Investment Research Advisors, Inc.4,006
0.0% of portfolio›$246
Huntleigh Advisors, Inc.3,909
0.0% of portfolio›$240.5K
Hudson Edge Investment Partners Inc.3,899
0.0% of portfolio›$245.6K
Paragon Advisors, LLC3,799
0.0% of portfolio›$233.7K
Occidental Asset Management, LLC3,708
0.0% of portfolio›$228.1K
B. Riley Wealth Advisors, Inc.3,610
0.0% of portfolio›$222.1K
SAX Wealth Advisors, LLC3,507
0.0% of portfolio›$215.8K
VestGen Advisors, LLC3,427
0.0% of portfolio›$210.8K
Laurel OAK Wealth Management, LLC3,323
0.0% of portfolio›$204.4K
Gerald Baker Financial Group LLC3,300
0.1% of portfolio›$203.0K
Parallel Advisors, LLC3,117
0.0% of portfolio›$191.8K
Fortitude Family Office, LLC2,211
0.0% of portfolio›$136.0K
Atlantic Edge Private Wealth Management, LLC1,585
0.0% of portfolio›$97.5K
KBC Group NV1,447
0.0% of portfolio›$89
Fifth Third Bancorp1,327
0.0% of portfolio›$81.6K
Sterling Capital Management LLC1,259
0.0% of portfolio›$77.5K
Covestor Ltd1,044
0.0% of portfolio›$64
DekaBank Deutsche Girozentrale812
0.0% of portfolio›$51
Simplex Trading, LLC778
0.0% of portfolio›$47.9K
EverSource Wealth Advisors, LLC763
0.0% of portfolio›$46.9K
University of Texas S AM Investment Management Co708
0.0% of portfolio›$43.6K
Birch Financial Group, LLC636
0.0% of portfolio›$39.1K
Strs Ohio605
0.0% of portfolio›$37.2K
Gamma Investing LLC490
0.0% of portfolio›$30.1K
Salomon & Ludwin, LLC260
0.0% of portfolio›$16.0K
Versant Capital Management, Inc238
0.0% of portfolio›$14.6K
MassMutual Private Wealth & Trust, FSB237
0.0% of portfolio›$14.6K
Roxbury Financial LLC200
0.0% of portfolio›$12.3K
Caitong International Asset Management Co., Ltd152
0.0% of portfolio›$9.4K
GK Wealth Management LLC150
0.0% of portfolio›$9.2K
Elevation Wealth Partners, LLC146
0.0% of portfolio›$9.0K
Clark Wealth Partners137
0.0% of portfolio›$8.4K
Parkside Financial Bank & Trust135
0.0% of portfolio›$8.3K
Larson Financial Group LLC129
0.0% of portfolio›$7.9K
Signaturefd, LLC121
0.0% of portfolio›$7.4K
Beacon Investment Advisory Services, Inc.100
0.0% of portfolio›$6.2K
Pittenger & Anderson Inc100
0.0% of portfolio›$6.2K
Planning Strategies Inc.98
0.0% of portfolio›$6.0K
Wilmington Savings Fund Society, FSB68
0.0% of portfolio›$4.2K
TD Private Client Wealth LLC64
0.0% of portfolio›$3.9K
Root Financial Partners, LLC59
0.0% of portfolio›$3.6K
Rossby Financial, LCC39
0.0% of portfolio›$2.4K
Assetmark, Inc36
0.0% of portfolio›$2.2K
William Mack & Associates, Inc.33
0.0% of portfolio›$2.0K
SBI Securities Co., Ltd.21
0.0% of portfolio›$1.3K
Bare Financial Services, Inc16
0.0% of portfolio›$984
Physician Wealth Advisors, Inc.14
0.0% of portfolio›$862
Cromwell Holdings LLC14
0.0% of portfolio›$861
Creative Capital Management Investments LLC14
0.0% of portfolio›$861
UMB Private Wealth Management, LLC14
0.0% of portfolio›$861
MV Capital Management, Inc.13
0.0% of portfolio›$800
Nisa Investment Advisors, LLC12
0.0% of portfolio›$738
True Wealth Design, LLC11
0.0% of portfolio›$677
Quaker Wealth Management, LLC11
0.0% of portfolio›$677
JFS Wealth Advisors, LLC9
0.0% of portfolio›$554
James T. Borello RIA9
0.0% of portfolio›$554
Marquette Asset Management, LLC8
0.0% of portfolio›$493
Burk Holdings LLC8
0.0% of portfolio›$492
Silver Grove Financial Group, Inc.8
0.0% of portfolio›$492
American Capital Advisory, LLC7
0.0% of portfolio›$431
Birchwood Financial Partners, Inc.6
0.0% of portfolio›$369
Bay Harbor Wealth Management, LLC4
0.0% of portfolio›$246
DiNuzzo Private Wealth, Inc.4
0.0% of portfolio›$247
Nfsg Corp3
0.0% of portfolio›$185
Monetary Solutions, Ltd3
0.0% of portfolio›$185
SJS Investment Consulting Inc.3
0.0% of portfolio›$185
Capital Advisors, Ltd. LLC2
0.0% of portfolio›$0
Elyxium Wealth, LLC2
0.0% of portfolio›$123
Pinnacle Wealth Planning Services, Inc.1
0.0% of portfolio›$62
DecisionPoint Financial, LLC1
0.0% of portfolio›$62
3 Factor Indexing, LLC1
0.0% of portfolio›$62
StyleTurnoverLocationFiled
Wasatch Advisors LP
2,631,612$161.9M1.2%GARPMediumSalt Lake City, UT2026-10-13
Dimensional Fund Advisors LP
1,024,067$63.0M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
827,354$50.9M0.0%CoreLowDes Moines, IA2026-11-02
TimesSquare Capital Management, LLC
767,234$47.2M0.8%GrowthMediumNew York, NY2026-11-03
Bank of New York Mellon Corp
566,776$34.9M0.0%CoreLowNew York, NY2026-11-05
One Advisory Partners, LLC
293,319$18.0M4.9%ETFMediumOverland Park, KS2026-10-22
Daiwa Securities Group Inc.
203,400$12.5M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Riverbridge Partners LLC
158,569$9.8M0.3%GrowthLowMinneapolis, MN2026-11-05
Burkett Financial Services, LLC
118,000$7.3M2.2%ETFLowRock Hill, SC2026-10-01
Brown Capital Management LLC
105,426$6.5M1.2%Agg GrowthLowBaltimore, MD2026-10-27
Prospera Financial Services Inc
79,216$4.9M0.1%CoreMediumDallas, TX2026-11-04
Moody Aldrich Partners LLC
68,744$4.2M0.8%ValueHighMarblehead, MA2026-10-27
Oppenheimer Asset Management Inc.
43,563$2.7M0.0%CoreMediumNew York, NY2026-10-27
Citigroup Inc
39,048$2.4M0.0%CoreMediumNew York, NY2026-11-04
Achmea Investment Management B.V.
36,918$2.3M0.0%CoreMediumZeist, Philippines2026-10-30
Thrive Wealth Management, LLC
35,827$2.2M0.3%ETFVery LowAudubon, PA2026-10-13
Linden Thomas Advisory Services, LLC
34,557$2.1M0.2%CoreLowCharlotte, NC2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
33,831$2.1M0.0%GrowthVery LowSeattle, WA2026-10-27
Clearview Wealth Management LLC
27,001$1.7M1.3%ETFLowIrvine, CA2026-10-16
B. Metzler seel. Sohn & Co. AG
24,838$1.5M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Creative Planning
20,439$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Renaissance Capital LLC
16,632$1.0M0.7%Agg GrowthHighStamford, CT2026-10-23
US Bancorp \de\
16,490$1.0M0.0%IndexLowMinneapolis, MN2026-11-05
Oak Thistle LLC
15,820$973.2K0.1%ValueVery HighNew York, NY2026-10-21
State of New Jersey Common Pension Fund D
15,771$970.2K0.0%CoreLowTrenton, NJ2026-11-05
Jackson Creek Investment Advisors LLC
15,751$9690.0%ValueVery HighCastle Rock, CO2026-11-04
Virginia Retirement Systems ET Al
14,150$870.5K0.0%CoreMediumRichmond, VA2026-10-28
HUB Investment Partners, LLC
12,580$773.9K0.0%GrowthLowAustin, TX2026-11-03
Arizona State Retirement System
9,226$567.6K0.0%IndexVery LowPhoenix, AZ2026-11-03
Symmetry Partners, LLC
6,837$420.6K0.0%ETFLowGlastonbury, CT2026-10-27
Anchyra Partners LLC
6,099$375.2K0.1%CoreLowAtlanta, GA2026-10-13
Farther Finance Advisors, LLC
5,990$368.5K0.0%IndexLowSan Francisco, CA2026-10-08
Fifth Third Wealth Advisors LLC
5,703$350.8K0.0%IndexVery LowCincinnati, OH2026-10-22
Ethic Inc.
5,422$333.6K0.0%CoreLowNew York, NY2026-11-03
Pictet Asset Management Holding SA
5,262$323.7K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Park Capital Management, LLC / WI
5,186$319.0K0.2%GrowthHighMadison, WI2026-10-13
OpenArc Corporate Advisory, LLC
5,070$311.9K0.0%GrowthLowAtlanta, GA2026-10-21
Atria Investments, Inc
4,714$290.0K0.0%CoreMediumCharlotte, NC2026-10-15
Commonwealth Financial Services, LLC
4,460$274.4K0.0%ETFMediumVienna, WV2026-10-20
Axxcess Wealth Management, LLC
4,416$271.7K0.0%CoreLowCarlsbad, CA2026-10-21
Wealth Enhancement Advisory Services, LLC
4,378$269.8K0.0%CoreLowPlymouth, MN2026-10-13
SteelPeak Wealth, LLC
4,311$265.2K0.0%GrowthHighWoodland Hills, CA2026-10-16
Imc-Chicago, LLC
4,304$264.8K0.0%GARPVery HighChicago, IL2026-11-05
Yorktown Management & Research Co Inc
4,250$261.5K0.2%MomentumMediumForest, VA2026-10-28
Cyndeo Wealth Partners, LLC
4,176$256.9K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Cambridge Investment Research Advisors, Inc.
4,006$2460.0%ETFLowFairfield, IA2026-11-02
Huntleigh Advisors, Inc.
3,909$240.5K0.0%GrowthMediumSt. Louis, MO2026-11-03
Hudson Edge Investment Partners Inc.
3,899$245.6K0.0%Deep ValueMediumJersey City, NJ2026-10-28
Paragon Advisors, LLC
3,799$233.7K0.0%ETFHighCollege Station, TX2026-11-03
Occidental Asset Management, LLC
3,708$228.1K0.0%GrowthLowBurlingame, CA2026-11-05
B. Riley Wealth Advisors, Inc.
3,610$222.1K0.0%GrowthLowMemphis, TN2026-10-13
SAX Wealth Advisors, LLC
3,507$215.8K0.0%ETFVery LowParsippany, NJ2026-10-13
VestGen Advisors, LLC
3,427$210.8K0.0%GrowthMediumChicago, IL2026-10-27
Laurel OAK Wealth Management, LLC
3,323$204.4K0.0%GrowthLowMarlton, NJ2026-10-19
Gerald Baker Financial Group LLC
3,300$203.0K0.1%GARPLowArlington, TX2026-10-09
Parallel Advisors, LLC
3,117$191.8K0.0%IndexLowSan Francisco, CA2026-11-03
Fortitude Family Office, LLC
2,211$136.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Atlantic Edge Private Wealth Management, LLC
1,585$97.5K0.0%CoreLowJacksonville, FL2026-10-20
KBC Group NV
1,447$890.0%CoreMediumBrussels, Czech Republic2026-10-22
Fifth Third Bancorp
1,327$81.6K0.0%IndexVery LowCincinnati, OH2026-11-05
Sterling Capital Management LLC
1,259$77.5K0.0%GARPMediumCharlotte, NC2026-10-22
Covestor Ltd
1,044$640.0%ValueHighLondon, United Kingdom2026-10-30
DekaBank Deutsche Girozentrale
812$510.0%CoreLowFrankfurt, Hong Kong2026-10-27
Simplex Trading, LLC
778$47.9K0.0%CoreVery HighChicago, IL2026-11-04
EverSource Wealth Advisors, LLC
763$46.9K0.0%CoreMediumBirmingham, AL2026-11-04
University of Texas S AM Investment Management Co
708$43.6K0.0%CoreHighAustin, TX2026-11-03
Birch Financial Group, LLC
636$39.1K0.0%CoreLowKeene, NH2026-10-27
Strs Ohio
605$37.2K0.0%CoreMediumColumbus, OH2026-10-30
Gamma Investing LLC
490$30.1K0.0%IndexVery LowFoster City, CA2026-10-08
Salomon & Ludwin, LLC
260$16.0K0.0%ETFVery LowRichmond, VA2026-10-29
Versant Capital Management, Inc
238$14.6K0.0%GARPLowPhoenix, AZ2026-10-02
MassMutual Private Wealth & Trust, FSB
237$14.6K0.0%CoreLowSpringfield, MA2026-10-05
Roxbury Financial LLC
200$12.3K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Caitong International Asset Management Co., Ltd
152$9.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
GK Wealth Management LLC
150$9.2K0.0%GARPVery HighReno, NV2026-10-09
Elevation Wealth Partners, LLC
146$9.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Clark Wealth Partners
137$8.4K0.0%ETFVery LowO'Fallon, IL2026-10-19
Parkside Financial Bank & Trust
135$8.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Larson Financial Group LLC
129$7.9K0.0%GrowthLowSt Louis, MO2026-11-05
Signaturefd, LLC
121$7.4K0.0%IndexLowAtlanta, GA2026-10-23
Beacon Investment Advisory Services, Inc.
100$6.2K0.0%GrowthLowMorristown, NJ2026-10-13
Pittenger & Anderson Inc
100$6.2K0.0%CoreLowLincoln, NE2026-11-02
Planning Strategies Inc.
98$6.0K0.0%ETFN/ALancaster, PA2026-10-02
Wilmington Savings Fund Society, FSB
68$4.2K0.0%CoreLowWilmington, DE2026-10-23
TD Private Client Wealth LLC
64$3.9K0.0%ETFLowNew York, NY2026-10-28
Root Financial Partners, LLC
59$3.6K0.0%ETFMediumEncinitas, CA2026-10-21
Rossby Financial, LCC
39$2.4K0.0%ETFMediumMelbourne, FL2026-11-05
Assetmark, Inc
36$2.2K0.0%ETFLowConcord, CA2026-10-21
William Mack & Associates, Inc.
33$2.0K0.0%ETFLowTroy, MI2026-10-27
SBI Securities Co., Ltd.
21$1.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Bare Financial Services, Inc
16$9840.0%ETFVery LowGap, PA2026-11-04
Physician Wealth Advisors, Inc.
14$8620.0%ETFMediumMidvale, UT2026-10-20
Cromwell Holdings LLC
14$8610.0%IndexLowJackson, WY2026-10-28
Creative Capital Management Investments LLC
14$8610.0%ETFLowSan Diego, CA2026-10-28
UMB Private Wealth Management, LLC
14$8610.0%GrowthN/AKansas City, MO2026-10-19
MV Capital Management, Inc.
13$8000.0%ETFLowBethesda, MD2026-10-29
Nisa Investment Advisors, LLC
12$7380.0%IndexVery LowSt. Louis, MO2026-10-20
True Wealth Design, LLC
11$6770.0%ETFMediumAkron, OH2026-10-13
Quaker Wealth Management, LLC
11$6770.0%ETFMediumMoorestown, NJ2026-10-22
JFS Wealth Advisors, LLC
9$5540.0%ETFVery LowHermitage, PA2026-11-03
James T. Borello RIA
9$5540.0%ETFVery LowEast Dundee, IL2026-10-16
Marquette Asset Management, LLC
8$4930.0%ETFVery LowMinneapolis, MN2026-10-09
Burk Holdings LLC
8$4920.0%ETFVery LowTulsa, OK2026-11-05
Silver Grove Financial Group, Inc.
8$4920.0%CoreMediumOrchard Park, NY2026-11-05
American Capital Advisory, LLC
7$4310.0%ETFLowKetchum, ID2026-10-28
Birchwood Financial Partners, Inc.
6$3690.0%ETFVery LowBloomington, MN2026-11-02
Bay Harbor Wealth Management, LLC
4$2460.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
4$2470.0%ETFLowBeaver, PA2026-10-16
Nfsg Corp
3$1850.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Monetary Solutions, Ltd
3$1850.0%ETFVery LowDayton, OH2026-10-22
SJS Investment Consulting Inc.
3$1850.0%ETFVery LowSylvania, OH2026-10-26
Capital Advisors, Ltd. LLC
2$00.0%ETFLowShaker Heights, OH2026-10-27
Elyxium Wealth, LLC
2$1230.0%GrowthVery LowBeverly Hills, CA2026-10-27
Pinnacle Wealth Planning Services, Inc.
1$620.0%GARPLowMansfield, OH2026-10-27
DecisionPoint Financial, LLC
1$620.0%ETFVery LowMesa, AZ2026-10-27
3 Factor Indexing, LLC
1$620.0%ETFLowSacramento, CA2026-10-15