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
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 21,1751.2M $0.00 %0.02 %as of Apr 30, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 20,6001.5M $0.00 %0.02 %as of Feb 28, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 20,2911.2M $0.00 %0.02 %as of Mar 31, 2026
Renaissance IPO ETF RENAISSANCE CAPITAL GREENWICH FUNDS 20,2731.2M $0.97 %0.02 %as of Mar 31, 2026
AMG TimesSquare Small Cap Growth Fund AMG Funds 20,0061.1M $1.23 %0.02 %as of Mar 31, 2026
GRANDEUR PEAK GLOBAL STALWARTS FUND Grandeur Peak Global Trust 19,8851.1M $1.29 %0.02 %as of Apr 30, 2026
Large Cap Index Master Portfolio Master Investment Portfolio 19,5731.1M $0.00 %0.02 %as of Mar 31, 2026
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 19,4401.1M $0.02 %0.02 %as of Mar 31, 2026
AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust 19,3971.1M $0.06 %0.02 %as of Mar 31, 2026
Federated Hermes Kaufmann Fund II Federated Hermes Insurance Series 18,7021.1M $1.14 %0.02 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 18,5741M $0.00 %0.02 %as of Apr 30, 2026
HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC 17,8471M $0.19 %0.02 %as of Mar 31, 2026
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 17,8141M $0.00 %0.02 %as of Mar 31, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 17,523983.4K $0.01 %0.02 %as of Apr 30, 2026
Nomura VIP Small Cap Growth Series Ivy Variable Insurance Portfolios 17,371995.2K $0.53 %0.02 %as of Mar 31, 2026
Small Cap Stock Trust John Hancock Variable Insurance Trust 16,331935.6K $0.38 %0.02 %as of Mar 31, 2026
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 15,8631.1M $0.05 %0.02 %as of Feb 28, 2026
iShares Russell 2500 ETF iShares Trust 15,835907.2K $0.04 %0.02 %as of Mar 31, 2026
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 15,652896.7K $0.03 %0.02 %as of Mar 31, 2026
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 15,645878K $0.05 %0.02 %as of Apr 30, 2026
Alger Small Cap Growth Portfolio ALGER PORTFOLIOS 15,578892.5K $0.68 %0.02 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 15,100865.1K $0.03 %0.02 %as of Mar 31, 2026
SFT Nomura Small Cap Growth Fund Securian Funds Trust 14,804848.1K $0.53 %0.02 %as of Mar 31, 2026
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 14,768828.8K $0.33 %0.02 %as of Apr 30, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 14,212814.2K $0.11 %0.02 %as of Mar 31, 2026
The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC 13,508758.1K $0.25 %0.01 %as of Apr 30, 2026
Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST 13,069748.7K $2.10 %0.01 %as of Mar 31, 2026
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 13,058748.1K $0.11 %0.01 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 12,463699.4K $0.03 %0.01 %as of Apr 30, 2026
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 12,371694.3K $0.20 %0.01 %as of Apr 30, 2026
Baron SMID Cap ETF Baron ETF Trust 11,670668.6K $2.56 %0.01 %as of Mar 31, 2026
iShares Russell 3000 ETF iShares Trust 11,657667.8K $0.00 %0.01 %as of Mar 31, 2026
Schwab 1000 Index Fund SCHWAB INVESTMENTS 11,330635.8K $0.00 %0.01 %as of Apr 30, 2026
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 11,266645.4K $0.05 %0.01 %as of Mar 31, 2026
Penn Series SMID Cap Growth Fund Penn Series Funds Inc 11,115636.8K $0.99 %0.01 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 10,879610.5K $0.00 %0.01 %as of Apr 30, 2026
iShares U.S. Industrials ETF iShares Trust 10,772604.5K $0.03 %0.01 %as of Apr 30, 2026
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 10,529603.2K $0.11 %0.01 %as of Mar 31, 2026
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 10,394735.8K $0.04 %0.01 %as of Feb 28, 2026
iShares Russell 1000 Value ETF iShares Trust 10,304590.3K $0.00 %0.01 %as of Mar 31, 2026
Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST 9,655541.8K $0.03 %0.01 %as of Apr 30, 2026
Penn Series Small Cap Growth Fund Penn Series Funds Inc 9,550547.1K $0.62 %0.01 %as of Mar 31, 2026
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 9,335523.9K $0.03 %0.01 %as of Apr 30, 2026
First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust 9,230528.8K $0.04 %0.01 %as of Mar 31, 2026
ALGER SMALL CAP GROWTH INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS 8,650485.4K $0.68 %0.01 %as of Apr 30, 2026
Victory Extended Market Index Fund Victory Portfolios III 8,647485.3K $0.06 %0.01 %as of Apr 30, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 8,474475.6K $0.02 %0.01 %as of Apr 30, 2026
LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,414482K $0.07 %0.01 %as of Mar 31, 2026
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 8,073453.1K $0.02 %0.01 %as of Apr 30, 2026
Fidelity Contrafund K6 Fidelity Contrafund 7,755444.3K $0.00 %0.01 %as of Mar 31, 2026
Direxion Daily Aerospace & Defense Bull 3X Shares Direxion Shares ETF Trust 7,751435K $0.12 %0.01 %as of Apr 30, 2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 7,730433.8K $0.01 %0.01 %as of Apr 30, 2026
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 7,335519.2K $0.00 %0.01 %as of Feb 28, 2026
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 7,283417.2K $0.00 %0.01 %as of Mar 31, 2026
iShares Russell Mid-Cap Index Fund BlackRock Funds 7,259407.4K $0.02 %0.01 %as of Apr 30, 2026
iShares Morningstar Small-Cap Growth ETF iShares Trust 7,221405.2K $0.04 %0.01 %as of Apr 30, 2026
Global Atlantic Wellington Research Managed Risk Portfolio Forethought Variable Insurance Trust 7,145409.3K $0.16 %0.01 %as of Mar 31, 2026
GRANDEUR PEAK US STALWARTS FUND Grandeur Peak Global Trust 6,763379.5K $2.15 %0.01 %as of Apr 30, 2026
Capital Group U.S. Large Growth ETF Capital Group Equity ETF Trust I 6,715475.4K $0.71 %0.01 %as of Feb 28, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 6,558368K $0.03 %0.01 %as of Apr 30, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,400453.1K $0.04 %0.01 %as of Feb 28, 2026
Wasatch U.S. Select Fund WASATCH FUNDS TRUST 6,196355K $2.20 %0.01 %as of Mar 31, 2026
iShares Russell Mid-Cap Value ETF iShares Trust 6,157352.7K $0.00 %0.01 %as of Mar 31, 2026
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 6,000343.7K $0.01 %0.01 %as of Mar 31, 2026
Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST 5,802325.6K $0.01 %0.01 %as of Apr 30, 2026
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,639316.5K $0.01 %0.01 %as of Apr 30, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 5,393302.7K $0.07 %0.01 %as of Apr 30, 2026
LVIP Blended Large Cap Growth Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,185297K $0.02 %0.01 %as of Mar 31, 2026
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,994280.3K $0.00 %0.01 %as of Apr 30, 2026
Alger Dynamic Opportunities Fund ALGER FUNDS II 4,862272.9K $0.12 %0.01 %as of Apr 30, 2026
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 4,807340.3K $0.04 %0.01 %as of Feb 28, 2026
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 4,743266.2K $0.01 %0.01 %as of Apr 30, 2026
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,726270.8K $0.03 %0.01 %as of Mar 31, 2026
MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND 4,413252.8K $0.19 %0.00 %as of Mar 31, 2026
Wasatch Global Select Fund WASATCH FUNDS TRUST 4,187239.9K $2.09 %0.00 %as of Mar 31, 2026
Inspire 500 ETF Northern Lights Fund Trust IV 4,091289.6K $0.04 %0.00 %as of Feb 28, 2026
Fidelity Series Opportunistic Insights Fund Fidelity Contrafund 3,819218.8K $0.00 %0.00 %as of Mar 31, 2026
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,518201.5K $0.05 %0.00 %as of Mar 31, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,484246.6K $0.00 %0.00 %as of Feb 28, 2026
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 3,452197.8K $0.02 %0.00 %as of Mar 31, 2026
EQ/Large Cap Growth Index Portfolio EQ Advisors Trust 3,446197.4K $0.01 %0.00 %as of Mar 31, 2026
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 3,324190.4K $0.09 %0.00 %as of Mar 31, 2026
Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust 3,294184.9K $0.01 %0.00 %as of Apr 30, 2026
Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust 3,280232.2K $0.01 %0.00 %as of Feb 28, 2026
JPMorgan Diversified Fund JPMorgan Trust I 3,262186.9K $0.04 %0.00 %as of Mar 31, 2026
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 3,145176.5K $0.00 %0.00 %as of Apr 30, 2026
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,090173.4K $0.00 %0.00 %as of Apr 30, 2026
BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV 2,967170K $0.00 %0.00 %as of Mar 31, 2026
EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust 2,957169.4K $0.00 %0.00 %as of Mar 31, 2026
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 2,956165.9K $0.03 %0.00 %as of Apr 30, 2026
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 2,653187.8K $0.00 %0.00 %as of Feb 28, 2026
iShares MSCI World Small-Cap ETF iShares Trust 2,536179.5K $0.02 %0.00 %as of Feb 28, 2026
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 2,516144.1K $0.00 %0.00 %as of Mar 31, 2026
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2,344134.3K $0.03 %0.00 %as of Mar 31, 2026
JNL/Mellon Industrials Sector Fund JNL Series Trust 2,289131.1K $0.02 %0.00 %as of Mar 31, 2026
T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. 2,201126.1K $0.06 %0.00 %as of Mar 31, 2026
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,198155.6K $0.00 %0.00 %as of Feb 28, 2026
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,129122K $0.02 %0.00 %as of Mar 31, 2026
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 2,079119.1K $0.01 %0.00 %as of Mar 31, 2026
T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. 1,860131.7K $0.01 %0.00 %as of Feb 28, 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
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Titelia. "Funds holding Loar Holdings Inc". https://titelia.com/en/stocks/loar-holdings-inc-US53947R1059