Vault-13

LARGO INC LGO

COM · Common Stock · CUSIP 517097101 · ISIN CA5170971017

38 institutional holders -3 vs Q1 2026
15,415,85615.4m shares reported held*
$8.8mreported value*
7 new 7 added 16 reduced 10 sold out net sold ≈ $178.0k (-293.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $0.57. Options: 10 managers hold calls ($1.6m notional), 5 hold puts ($59.6k).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 55Q4 22: 47Q1 23: 44Q2 23: 45Q3 23: 43Q4 23: 41Q1 24: 35Q2 24: 41Q3 24: 38Q4 24: 34Q1 25: 36Q2 25: 32Q3 25: 37Q4 25: 39Q1 26: 41Q2 26: 3838Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202255
Q4 202247
Q1 202344
Q2 202345
Q3 202343
Q4 202341
Q1 202435
Q2 202441
Q3 202438
Q4 202434
Q1 202536
Q2 202532
Q3 202537
Q4 202539
Q1 202641
Q2 202638

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 11 bought or addedQ3 24: 14 cut or sold outQ4 24: 12 bought or addedQ4 24: 14 cut or sold outQ4 24Q1 25: 11 bought or addedQ1 25: 15 cut or sold outQ2 25: 12 bought or addedQ2 25: 17 cut or sold outQ2 25Q3 25: 21 bought or addedQ3 25: 13 cut or sold outQ4 25: 18 bought or addedQ4 25: 20 cut or sold outQ4 25Q1 26: 30 bought or addedQ1 26: 12 cut or sold outQ2 26: 14 bought or addedQ2 26: 26 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241114
Q4 20241214
Q1 20251115
Q2 20251217
Q3 20252113
Q4 20251820
Q1 20263012
Q2 20261426

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6mQ3 25 calls: $383.7kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $343.2kQ4 25 puts: $299.8kQ4 25P/C 0.87Q1 26 calls: $4.0mQ1 26 puts: $361.6kQ1 26P/C 0.09Q2 26 calls: $1.6mQ2 26 puts: $59.6kQ2 26P/C 0.04
Numbers
QuarterCallsPutsP/C
Q3 2025$383.7k$00.00
Q4 2025$343.2k$299.8k0.87
Q1 2026$4.0m$361.6k0.09
Q2 2026$1.6m$59.6k0.04

Biggest buyers

DLD Asset Management, LP New +2,211,800+2.2m
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +192,480+192.5k
XTX Topco Ltd Added +76,503+76.5k
Resurgent Financial Advisors LLC New +40,000+40.0k
GROUP ONE TRADING LLC Added +36,785+36.8k
TORONTO DOMINION BANK New +28,001+28.0k
SIMPLEX TRADING, LLC New +13,865+13.9k
MILLENNIUM MANAGEMENT LLC New +11,000+11.0k
NANO CAP NEW MILLENNIUM GROWTH FUND L P Added +10,000+10.0k
UBS Group AG Added +6,480+6.5k

Biggest sellers

TWO SIGMA INVESTMENTS, LP Reduced -737,606-737.6k
MARSHALL WACE, LLP Reduced -559,544-559.5k
JANE STREET GROUP, LLC Reduced -304,483-304.5k
RENAISSANCE TECHNOLOGIES LLC Reduced -286,300-286.3k
Quadrature Capital Ltd Sold out -156,396-156.4k
BANK OF AMERICA CORP /DE/ Reduced -152,862-152.9k
HRT FINANCIAL LP Sold out -105,514-105.5k
Centiva Capital, LP Reduced -94,198-94.2k
CITADEL ADVISORS LLC Sold out -81,410-81.4k
Russell Investments Group, Ltd. Reduced -78,910-78.9k

Biggest calls

CITADEL ADVISORS LLC Reduced $608.4k959.3k shares
DLD Asset Management, LP Reduced $409.9k650.6k shares
HRT FINANCIAL LP Unchanged $237.0k375.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $102.8k163.2k shares
SIMPLEX TRADING, LLC Reduced $99.2k156.5k shares
IMC-Chicago, LLC Reduced $30.6k48.2k shares
JANE STREET GROUP, LLC Added $25.7k41.5k shares
Marathon Trading Investment Management LLC Reduced $17.6k27.8k shares
GROUP ONE TRADING LLC Reduced $16.6k26.1k shares
SPROTT INC. Unchanged $7.6k11.0k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $31.5k50.0k shares
IMC-Chicago, LLC Added $20.1k31.7k shares
JANE STREET GROUP, LLC New $6.9k11.2k shares
SIMPLEX TRADING, LLC Added $6341.0k shares
GROUP ONE TRADING LLC Added $381600 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Arias Resource Capital GP Ltd. 13G · exempt (held before listing) filed 2026-02-11 43.1% 38.2m≈ $24.2m 2026-02-11
West Family Investments, Inc. 13G · passive investor filed 2025-11-12 5.2% 4.4m≈ $2.8m 2025-11-12

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Grantham, Mayo, Van Otterloo & Co. LLC 0.01% of their portfolio Boston, MA 5,050,3565.1m $3.1m $3.1m 0.01% Unchanged
2 DLD Asset Management, LP 0.11% of their portfolio NEW YORK, NY 2,211,8002.2m $1.4m $1.4m 0.11% New
3 West Family Investments, Inc. 0.13% of their portfolio CARLSBAD, CA 2,200,8452.2m $466.3k $466.3k 0.13% Unchanged
4 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 1,131,9561.1m $713.1k $713.1k 0.00% Reduced -559.5k -559,544
5 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 1,007,0001.0m $638.6k $638.6k 0.00% Reduced -286.3k -286,300
6 SPROTT INC. 0.02% of their portfolio TORONTO, A6 753,516753.5k $477.9k $477.9k 0.02% Reduced -1.2k -1,223
7 Brooklands Fund Management Ltd 0.38% of their portfolio LONDON, X0 725,000725.0k $482.3k $482.3k 0.38% Reduced -35.1k -35,119
8 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 544,797544.8k $345.5k $345.5k 0.00% Reduced -737.6k -737,606
9 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 369,120369.1k $234.1k $234.1k 0.00% Reduced -60.5k -60,545
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 344,273344.3k $218.3k $218.3k 0.00% Reduced -152.9k -152,862
11 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 270,792270.8k $171.7k $171.7k 0.00% Added +76.5k +76,503
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 192,480192.5k $122.1k $122.1k 0.00% New
13 Centiva Capital, LP 0.00% of their portfolio New York, NY 118,749118.7k $75.3k $75.3k 0.00% Reduced -94.2k -94,198
14 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 92,74692.7k $57.5k $57.5k 0.00% Reduced -304.5k -304,483
15 NANO CAP NEW MILLENNIUM GROWTH FUND L P 0.04% of their portfolio STATEN ISLAND, NY 75,00075.0k $47.6k $47.6k 0.04% Added +10.0k +10,000
16 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 67,53167.5k $42.8k $42.8k 0.00% Added +36.8k +36,785
17 UBS Group AG 0.00% of their portfolio ZURICH, V8 50,76750.8k $32.2k $32.2k 0.00% Added +6.5k +6,480
18 Resurgent Financial Advisors LLC 0.01% of their portfolio ATLANTA, GA 40,00040.0k $25.4k $25.4k 0.01% New
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 30,88830.9k $19.6k $19.6k 0.00% Reduced -7.0k -6,988
20 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 28,00128.0k $17.4k $17.4k 0.00% New
21 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 15,45015.4k $9.6k $9.6k 0.00% Reduced -78.9k -78,910
22 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 13,86513.9k $8.8k $8.8k 0.00% New
23 Mraz, Amerine & Associates, Inc. 0.00% of their portfolio Modesto, CA 13,85013.8k $8.8k $8.8k 0.00% Unchanged
24 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 11,07511.1k $7.0k $7.0k 0.00% Reduced -21.1k -21,062
25 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 11,00011.0k $6.8k $6.8k 0.00% New
26 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 10,65010.7k $6.8k $6.8k 0.00% Unchanged
27 Compagnie Lombard Odier SCmA 0.00% of their portfolio 1204 GENEVA, V8 9,2509.2k $5.7k $5.7k 0.00% Unchanged
28 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 7,4837.5k $4.7k $4.7k 0.00% Added +4.5k +4,500
29 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 5,7415.7k $3.5k $3.5k 0.00% Unchanged
30 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,7093.7k $2.0k $2.0k 0.00% Reduced -56.9k -56,905
31 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,3002.3k $1.4k $1.4k 0.00% Added +900 +900
32 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 2,0172.0k $1.3k $1.3k 0.00% Added +1.2k +1,222
33 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 2,0002.0k $1.3k $1.3k 0.00% Unchanged
34 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 1,8731.9k $1.4k $1.4k 0.00% Reduced -1.5k -1,540
35 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,2731.3k $563 $563 0.00% Reduced -499 -499
36 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 500500 $318 $318 0.00% New
37 Triumph Capital Management 0.00% of their portfolio DENVER, CO 7575 $48 $48 0.00% Unchanged
38 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 11 $1 $1 0.00% Reduced -3 -3