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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 table shows the 25 largest.

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

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Capital International Investors 9.50 %8,928,972as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Funds holding Loar Holdings Inc". https://titelia.com/en/stocks/loar-holdings-inc-US53947R1059