Titelia

Funds holding Loar Holdings Inc

ISIN US53947R1059 · United States

Fund holders
274
Of which ETFs
52 222 other funds
Value held
1.8B $
Share of capital
32.5 % of 93.7M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
American Funds Fundamental Investors American Funds Fundamental Investors 2,870,001164.4M $0.11 %3.06 %as of Mar 31, 2026 ↗
Growth Fund of America Growth Fund of America 1,993,322141.1M $0.04 %2.13 %as of Feb 28, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 1,840,381105.4M $0.13 %1.96 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF SPDR SERIES TRUST 1,711,15698M $1.70 %1.83 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 1,523,30287.3M $1.08 %1.63 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,350,14477.3M $0.00 %1.44 %as of Mar 31, 2026 ↗
Wasatch Core Growth Fund WASATCH FUNDS TRUST 1,015,42258.2M $1.95 %1.08 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 972,49755.7M $0.03 %1.04 %as of Mar 31, 2026 ↗
Federated Hermes Kaufmann Fund Federated Hermes Equity Funds 885,80049.7M $1.07 %0.95 %as of Apr 30, 2026 ↗
Growth Fund AMERICAN FUNDS INSURANCE SERIES 881,21550.5M $0.10 %0.94 %as of Mar 31, 2026 ↗
New Perspective Fund New Perspective Fund 832,96847.7M $0.03 %0.89 %as of Mar 31, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 823,74647.2M $1.09 %0.88 %as of Mar 31, 2026 ↗
BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 799,00045.8M $2.80 %0.85 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Equity Fund JPMorgan Trust I 659,84637.8M $1.33 %0.70 %as of Mar 31, 2026 ↗
Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds 629,10035.3M $1.23 %0.67 %as of Apr 30, 2026 ↗
BARON ASSET FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 550,00031.5M $0.95 %0.59 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 543,15131.1M $0.08 %0.58 %as of Mar 31, 2026 ↗
Wasatch Small Cap Growth Fund WASATCH FUNDS TRUST 484,98627.8M $2.30 %0.52 %as of Mar 31, 2026 ↗
Invesco Aerospace & Defense ETF Invesco Exchange-Traded Fund Trust 418,59323.5M $0.29 %0.45 %as of Apr 30, 2026 ↗
iShares U.S. Aerospace & Defense ETF iShares Trust 404,39323.2M $0.17 %0.43 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 396,46122.7M $0.03 %0.42 %as of Mar 31, 2026 ↗
Spyglass Growth Fund Manager Directed Portfolios 343,27219.7M $2.35 %0.37 %as of Mar 31, 2026 ↗
Voya Small Cap Growth Fund Voya Equity Trust 332,36523.5M $1.27 %0.35 %as of Feb 28, 2026 ↗
Janus Henderson Venture Fund JANUS INVESTMENT FUND 328,05418.8M $0.61 %0.35 %as of Mar 31, 2026 ↗
Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust 302,55721.4M $1.75 %0.32 %as of Feb 28, 2026 ↗
Artisan Small Cap Fund Artisan Partners Funds Inc. 278,64216M $1.79 %0.30 %as of Mar 31, 2026 ↗
Baron Global Opportunity Fund BARON SELECT FUNDS 277,26815.9M $1.90 %0.30 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Growth ETF iShares Trust 258,41814.8M $0.08 %0.28 %as of Mar 31, 2026 ↗
BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I 254,78014.6M $1.91 %0.27 %as of Mar 31, 2026 ↗
ALGER SMALL CAP FOCUS FUND ALGER FUNDS 221,84912.5M $1.58 %0.24 %as of Apr 30, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 205,46711.8M $0.59 %0.22 %as of Mar 31, 2026 ↗
T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. 193,05511.1M $0.09 %0.21 %as of Mar 31, 2026 ↗
Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds 190,65810.7M $0.97 %0.20 %as of Apr 30, 2026 ↗
First Trust Indxx Aerospace & Defense ETF First Trust Exchange-Traded Fund 186,21210.7M $0.74 %0.20 %as of Mar 31, 2026 ↗
AMG TimesSquare Mid Cap Growth Fund AMG Funds 186,19810.7M $0.71 %0.20 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 185,78813.2M $0.03 %0.20 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 175,4549.8M $0.07 %0.19 %as of Apr 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 172,74812.2M $0.06 %0.18 %as of Feb 28, 2026 ↗
Wasatch Ultra Growth Fund WASATCH FUNDS TRUST 167,9769.6M $2.39 %0.18 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 164,2909.4M $0.02 %0.18 %as of Mar 31, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 158,7839.1M $0.01 %0.17 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 157,9618.9M $0.02 %0.17 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 137,4787.7M $0.04 %0.15 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 126,1177.2M $0.08 %0.13 %as of Mar 31, 2026 ↗
LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 125,9217.2M $1.13 %0.13 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 119,5418.5M $0.01 %0.13 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 115,9846.5M $0.01 %0.12 %as of Apr 30, 2026 ↗
Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I 104,8936M $0.26 %0.11 %as of Mar 31, 2026 ↗
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. 100,0505.7M $0.13 %0.11 %as of Mar 31, 2026 ↗
Small-Cap Growth Portfolio PACIFIC SELECT FUND 98,0085.6M $1.27 %0.10 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 95,6586.8M $0.05 %0.10 %as of Feb 28, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 94,6005.3M $0.41 %0.10 %as of Apr 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 92,6235.3M $0.28 %0.10 %as of Mar 31, 2026 ↗
Osterweis Opportunity Fund Professionally Managed Portfolios 92,5605.3M $1.85 %0.10 %as of Mar 31, 2026 ↗
Nomura Small Cap Growth Fund IVY FUNDS 92,3775.3M $0.54 %0.10 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust 91,0626.4M $1.52 %0.10 %as of Feb 28, 2026 ↗
ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS 77,7944.4M $1.56 %0.08 %as of Apr 30, 2026 ↗
JPMorgan SMID Cap Equity Fund JPMorgan Trust II 67,0973.8M $1.34 %0.07 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 66,3544.7M $0.00 %0.07 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 63,6904.5M $0.01 %0.07 %as of Feb 28, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 54,8653.1M $0.01 %0.06 %as of Apr 30, 2026 ↗
Brown Capital Management Small Company Fund Brown Capital Management Mutual Funds 54,4783.1M $0.97 %0.06 %as of Mar 31, 2026 ↗
Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II 53,8243.1M $0.93 %0.06 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 52,9353.7M $0.00 %0.06 %as of Feb 28, 2026 ↗
SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust 49,0172.8M $0.96 %0.05 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 48,1122.7M $0.01 %0.05 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 47,0932.7M $0.08 %0.05 %as of Mar 31, 2026 ↗
VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc 46,1842.6M $1.20 %0.05 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 44,9682.6M $0.00 %0.05 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 43,7763.1M $0.07 %0.05 %as of Feb 28, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 42,9262.4M $0.07 %0.05 %as of Apr 30, 2026 ↗
THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC 39,2792.2M $0.33 %0.04 %as of Apr 30, 2026 ↗
Putnam Sustainable Future Fund Putnam Investment Funds 38,9002.2M $0.67 %0.04 %as of Apr 30, 2026 ↗
VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND 37,4982.7M $0.03 %0.04 %as of Feb 28, 2026 ↗
Fidelity Contrafund Fidelity Contrafund 36,6642.1M $0.00 %0.04 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 36,3372M $0.00 %0.04 %as of Apr 30, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 33,2731.9M $0.69 %0.04 %as of Mar 31, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 33,1391.9M $0.10 %0.04 %as of Apr 30, 2026 ↗
AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust 32,7921.9M $0.09 %0.04 %as of Mar 31, 2026 ↗
VOYA SMALLCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust 32,7841.9M $1.13 %0.03 %as of Mar 31, 2026 ↗
Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II 31,7061.8M $0.80 %0.03 %as of Mar 31, 2026 ↗
NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 31,6451.8M $0.49 %0.03 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 30,9751.7M $0.00 %0.03 %as of Apr 30, 2026 ↗
Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II 30,5661.8M $0.15 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 30,2671.7M $0.00 %0.03 %as of Mar 31, 2026 ↗
LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 28,6101.6M $0.13 %0.03 %as of Mar 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 27,9751.6M $0.19 %0.03 %as of Mar 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 25,6341.5M $0.09 %0.03 %as of Mar 31, 2026 ↗
HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC 25,4111.5M $0.37 %0.03 %as of Mar 31, 2026 ↗
Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 25,3931.5M $0.20 %0.03 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 24,8731.4M $0.00 %0.03 %as of Apr 30, 2026 ↗
Fidelity Advisor New Insights Fund Fidelity Contrafund 24,6411.4M $0.01 %0.03 %as of Mar 31, 2026 ↗
ALGER SMALL CAP GROWTH FUND ALGER FUNDS 24,2871.4M $0.71 %0.03 %as of Apr 30, 2026 ↗
AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust 23,6481.4M $0.04 %0.03 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 23,3371.3M $0.00 %0.02 %as of Mar 31, 2026 ↗
VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc 22,7551.3M $0.15 %0.02 %as of Mar 31, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 22,6401.3M $0.01 %0.02 %as of Apr 30, 2026 ↗
Wasatch Global Opportunities Fund WASATCH FUNDS TRUST 21,6911.2M $0.91 %0.02 %as of Mar 31, 2026 ↗
VIP Contrafund Portfolio Variable Insurance Products Fund II 21,5981.2M $0.00 %0.02 %as of Mar 31, 2026 ↗
Baron Technology ETF Baron ETF Trust 21,5651.2M $0.86 %0.02 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 2.80 %as of Mar 31, 2026 ↗
Baron SMID Cap ETF Baron ETF Trust 2.56 %as of Mar 31, 2026 ↗
Wasatch Ultra Growth Fund WASATCH FUNDS TRUST 2.39 %as of Mar 31, 2026 ↗
Spyglass Growth Fund Manager Directed Portfolios 2.35 %as of Mar 31, 2026 ↗
Wasatch Small Cap Growth Fund WASATCH FUNDS TRUST 2.30 %as of Mar 31, 2026 ↗
Wasatch U.S. Select Fund WASATCH FUNDS TRUST 2.20 %as of Mar 31, 2026 ↗
GRANDEUR PEAK US STALWARTS FUND Grandeur Peak Global Trust 2.15 %as of Apr 30, 2026 ↗
Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST 2.10 %as of Mar 31, 2026 ↗
Wasatch Global Select Fund WASATCH FUNDS TRUST 2.09 %as of Mar 31, 2026 ↗
Wasatch Core Growth Fund WASATCH FUNDS TRUST 1.95 %as of Mar 31, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterHoldersChangeSharesChange
2026Q2274-130,449,360+4.4 %
2026Q1275-329,160,669+13.4 %
2025Q4278-825,715,684+25.6 %
2025Q3286+5820,480,299+43.7 %
2025Q2228+214,249,118+9.4 %
2025Q1226+1913,025,511+31.9 %
2024Q4207+199,873,722+16.4 %
2024Q3188+1488,479,271+330.6 %
2024Q2401,969,256

Institutional managers

241 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
ABRAMS CAPITAL MANAGEMENT, L.P.32,050,2401.8B $as of Mar 31, 2026
Capital International Investors8,813,395504.9M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.3,702,626212.1K $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP3,549,278203.3M $as of Mar 31, 2026
WASATCH ADVISORS LP3,509,014201M $as of Mar 31, 2026
BlackRock, Inc.2,420,003138.6M $as of Mar 31, 2026
STATE STREET CORP2,381,603136.4M $as of Mar 31, 2026
BAMCO INC /NY/2,366,299135.6M $as of Mar 31, 2026
UBS Group AG1,835,387105.1M $as of Mar 31, 2026
FEDERATED HERMES, INC.1,533,60287.9M $as of Mar 31, 2026
JPMORGAN CHASE & CO1,164,69464.4M $as of Mar 31, 2026
Alyeska Investment Group, L.P.1,087,16262.3M $as of Mar 31, 2026
Bank of New York Mellon Corp933,21653.5M $as of Mar 31, 2026
TimesSquare Capital Management, LLC925,88753M $as of Mar 31, 2026
Artisan Partners Limited Partnership836,37647.9M $as of Mar 31, 2026
Capital World Investors782,76944.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP747,35142.8M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC711,56140.8M $as of Mar 31, 2026
One Madison Group LLC695,00039.8M $as of Mar 31, 2026
MORGAN STANLEY679,39038.9M $as of Mar 31, 2026
GENEVA CAPITAL MANAGEMENT LLC662,11837.9M $as of Mar 31, 2026
CITADEL ADVISORS LLC636,70136.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC602,00334.5M $as of Mar 31, 2026
Spyglass Capital Management LLC584,13333.5M $as of Mar 31, 2026
FRED ALGER MANAGEMENT, LLC580,88033.3M $as of Mar 31, 2026

Declared shareholders of Loar Holdings Inc

1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Capital International Investors 9.50 %8,928,972as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Funds holding Loar Holdings Inc". https://titelia.com/en/stocks/loar-holdings-inc-US53947R1059