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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Harbor Active Small Cap ETF Harbor ETF Trust | 1,806 | 101.4K $ | 0.73 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 1,795 | 102.8K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 1,762 | 100.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,734 | 122.7K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 1,711 | 96K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,558 | 89.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| RiverPark/Next Century Growth Fund RiverPark Funds Trust | 1,558 | 89.3K $ | 1.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,515 | 107.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,476 | 84.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND | 1,469 | 84.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,455 | 83.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 1,432 | 80.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 1,413 | 81K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LargeCap Growth Fund I Principal Funds, Inc | 1,398 | 78.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 1,375 | 77.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 1,370 | 78.5K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 1,350 | 77.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust | 1,325 | 74.4K $ | 0.41 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,300 | 92K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Large-Cap Growth Portfolio PACIFIC SELECT FUND | 1,245 | 71.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 1,100 | 63K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 993 | 55.7K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 980 | 56.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 956 | 54.8K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 953 | 54.6K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 903 | 51.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Systematic Growth Fund VALIC Co I | 900 | 63.7K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Themes Transatlantic Defense ETF Themes ETF Trust | 884 | 50.6K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 851 | 48.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 836 | 47.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 770 | 43.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 760 | 53.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 735 | 42.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust | 720 | 51K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 682 | 39.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust | 664 | 38K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust | 648 | 45.9K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Growth Fund VALIC Co I | 637 | 45.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 619 | 35.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 549 | 31.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Industry Rotation Active ETF BlackRock ETF Trust | 549 | 30.8K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 456 | 26.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Growth Equity Index Fund GuideStone Funds | 411 | 23.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree Global Defense Fund WisdomTree Trust | 402 | 23K $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 400 | 22.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 386 | 22.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 357 | 20.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 335 | 18.8K $ | 0.12 % | 0.00 % | as of Apr 30, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 327 | 18.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 323 | 18.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 322 | 18.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 316 | 18.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 252 | 17.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 245 | 14K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 238 | 13.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 232 | 13.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Manufacturing ETF iShares Trust | 226 | 12.9K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 203 | 11.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 200 | 11.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Guardian Large Cap Fundamental Growth VIP Fund Guardian Variable Products Trust | 200 | 11.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LargeCap Growth Account I Principal Variable Contract Funds, Inc | 167 | 9.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 144 | 8.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 131 | 7.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 124 | 7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 106 | 5.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 88 | 5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LargeCap Value Fund III Principal Funds, Inc | 61 | 3.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AVIP Fidelity Institutional AM Equity Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 57 | 3.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MidCap Value Fund I Principal Funds, Inc | 52 | 2.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 44 | 2.5K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morningstar Alternatives Fund Morningstar Funds Trust | 43 | 2.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 23 | 1.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 23 | 1.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 2 | 141.6 $ | 0.00 % | as of Feb 28, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 274 | -1 | 30,449,360 | +4.4 % |
| 2026Q1 | 275 | -3 | 29,160,669 | +13.4 % |
| 2025Q4 | 278 | -8 | 25,715,684 | +25.6 % |
| 2025Q3 | 286 | +58 | 20,480,299 | +43.7 % |
| 2025Q2 | 228 | +2 | 14,249,118 | +9.4 % |
| 2025Q1 | 226 | +19 | 13,025,511 | +31.9 % |
| 2024Q4 | 207 | +19 | 9,873,722 | +16.4 % |
| 2024Q3 | 188 | +148 | 8,479,271 | +330.6 % |
| 2024Q2 | 40 | 1,969,256 |
Institutional managers
241 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| ABRAMS CAPITAL MANAGEMENT, L.P. | 32,050,240 | 1.8B $ | as of Mar 31, 2026 |
| Capital International Investors | 8,813,395 | 504.9M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 3,702,626 | 212.1K $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 3,549,278 | 203.3M $ | as of Mar 31, 2026 |
| WASATCH ADVISORS LP | 3,509,014 | 201M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 2,420,003 | 138.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,381,603 | 136.4M $ | as of Mar 31, 2026 |
| BAMCO INC /NY/ | 2,366,299 | 135.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,835,387 | 105.1M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 1,533,602 | 87.9M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,164,694 | 64.4M $ | as of Mar 31, 2026 |
| Alyeska Investment Group, L.P. | 1,087,162 | 62.3M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 933,216 | 53.5M $ | as of Mar 31, 2026 |
| TimesSquare Capital Management, LLC | 925,887 | 53M $ | as of Mar 31, 2026 |
| Artisan Partners Limited Partnership | 836,376 | 47.9M $ | as of Mar 31, 2026 |
| Capital World Investors | 782,769 | 44.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 747,351 | 42.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 711,561 | 40.8M $ | as of Mar 31, 2026 |
| One Madison Group LLC | 695,000 | 39.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 679,390 | 38.9M $ | as of Mar 31, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | 662,118 | 37.9M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 636,701 | 36.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 602,003 | 34.5M $ | as of Mar 31, 2026 |
| Spyglass Capital Management LLC | 584,133 | 33.5M $ | as of Mar 31, 2026 |
| FRED ALGER MANAGEMENT, LLC | 580,880 | 33.3M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Capital International Investors | 9.50 % | 8,928,972 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Loar Holdings Inc". https://titelia.com/en/stocks/loar-holdings-inc-US53947R1059