LIMBACH HLDGS INC LMB
COM · Common Stock · CUSIP 53263P105 · ISIN US53263P1057
- SectorIndustrials
- IndustryConstruction - Special Trade Contractors
- HeadquartersTampa, FL
- FilingsSEC EDGAR
* 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 ($918.4k this quarter). Holder counts are more reliable. Shares outstanding: 11.7m as of 2026-02-27, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $78.05. Options: 5 managers hold calls ($2.4m notional), 6 hold puts ($7.7m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 30 |
| Q4 2022 | 41 |
| Q1 2023 | 48 |
| Q2 2023 | 82 |
| Q3 2023 | 111 |
| Q4 2023 | 122 |
| Q1 2024 | 126 |
| Q2 2024 | 138 |
| Q3 2024 | 163 |
| Q4 2024 | 191 |
| Q1 2025 | 195 |
| Q2 2025 | 223 |
| Q3 2025 | 200 |
| Q4 2025 | 183 |
| Q1 2026 | 191 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 72 | 61 |
| Q3 2024 | 94 | 65 |
| Q4 2024 | 91 | 80 |
| Q1 2025 | 105 | 92 |
| Q2 2025 | 110 | 116 |
| Q3 2025 | 96 | 115 |
| Q4 2025 | 79 | 110 |
| Q1 2026 | 105 | 77 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $38.5m | $1.9m | 0.05 |
| Q3 2025 | $24.9m | $1.2m | 0.05 |
| Q4 2025 | $5.7m | $1.3m | 0.23 |
| Q1 2026 | $2.4m | $7.7m | 3.19 |
Biggest buyers
| GENEVA CAPITAL MANAGEMENT LLC | New | +236.1k |
| Capital International Investors | Added | +178.4k |
| FMR LLC | Added | +96.8k |
| Thrivent Financial for Lutherans | Added | +89.0k |
| WCM INVESTMENT MANAGEMENT, LLC | New | +78.4k |
| Pillsbury Lake Capital LLC | New | +56.5k |
| ROYCE & ASSOCIATES LP | Added | +45.1k |
| VELA Investment Management, LLC | New | +41.6k |
| RENAISSANCE GROUP LLC | Added | +38.4k |
| NORTHERN TRUST CORP | Added | +25.8k |
Biggest sellers
| FIRST TRUST ADVISORS LP | Reduced | -426.5k |
| BlackRock, Inc. | Reduced | -231.3k |
| Makaira Partners LLC | Sold out | -102.2k |
| LOOMIS SAYLES & CO L P | Sold out | -77.4k |
| MORGAN STANLEY | Reduced | -59.7k |
| Squarepoint Ops LLC | Reduced | -56.2k |
| JANE STREET GROUP, LLC | Sold out | -48.0k |
| Ranger Investment Management, L.P. | Sold out | -43.6k |
| F/m Investments LLC | Sold out | -40.2k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -32.1k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $725.9k9.3k shares |
| JANE STREET GROUP, LLC | Added | $686.8k8.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $585.4k7.5k shares |
| IMC-Chicago, LLC | New | $304.4k3.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $124.9k1.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.9m50.3k shares |
| CITADEL ADVISORS LLC | Added | $2.1m26.8k shares |
| JANE STREET GROUP, LLC | New | $725.9k9.3k shares |
| IMC-Chicago, LLC | New | $593.2k7.6k shares |
| SIMPLEX TRADING, LLC | New | $312.2k4.0k shares |
| GROUP ONE TRADING LLC | Unchanged | $85.9k1.1k 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.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2026-04-24 | 6.9% |
| THRIVENT FINANCIAL FOR LUTHERANS 13G · institution new · filed 2025-10-07 | 6.3% |
| FMR LLC 13G · institution new · filed 2025-11-05 | 5.4% |
Fell to 5% or below in the last year: Capital International Investors (0.0%, 2026-08-12), WASATCH ADVISORS LP (3.2%, 2026-07-15), VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q1 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.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 2 | $149.4k | 3 | $1.0m | — |
| Q3 2024 | 2 | $157.3k | 1 | $3.7m | — |
| Q4 2024 | 1 | $50.2k | 0 | — | — |
| Q1 2025 | 0 | — | 1 | $1.9m | — |
| Q2 2025 | 0 | — | 1 | $275.0k | $275.0k |
| Q3 2025 | 1 | $148.4k | 1 | $212.2k | $212.2k |
| Q4 2025 | 0 | — | 1 | $156.0k | $156.0k |
| Q1 2026 | 0 | — | 2 | $938.5k | $938.5k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-17 | Brooks Jayme L. Chief Financial Officer | Sold plan | $778.5k9.9k shares |
| 2026-03-16 | Sharp Jay Executive Vice President | Sold plan | $160.0k2.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| WASATCH ADVISORS LP 0.50% of their portfolio | 969.6k $75.7m | Reduced -27.8k |
| Thrivent Financial for Lutherans 0.13% of their portfolio | 879.6k $68.7m | Added +89.0k |
| BlackRock, Inc. 0.00% of their portfolio | 846.9k $66.1m | Reduced -231.3k |
| Capital International Investors 0.02% of their portfolio | 823.7k $64.3m | Added +178.4k |
| FMR LLC 0.00% of their portfolio | 701.9k $54.8m | Added +96.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 462.8k $36.1m | First filing |
| ROYCE & ASSOCIATES LP 0.29% of their portfolio | 380.8k $29.7m | Added +45.1k |
| NEUMEIER POMA INVESTMENT COUNSEL LLC 2.02% of their portfolio | 313.9k $24.5m | Reduced -4.3k |
| CORSAIR CAPITAL MANAGEMENT, L.P. 3.61% of their portfolio | 311.3k $24.3m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 272.5k $21.3m | Added +1.5k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 265.8k $20.7m | Added +4.1k |
| GENEVA CAPITAL MANAGEMENT LLC 0.39% of their portfolio | 236.1k $18.4m | New |
| STATE STREET CORP 0.00% of their portfolio | 235.1k $18.3m | Added +1.6k |
| Rockefeller Capital Management L.P. 0.03% of their portfolio | 230.6k $18.0m | Added +25.2k |
| BESSEMER GROUP INC 0.02% of their portfolio | 174.7k $13.6m | Added +11.2k |
| SEGALL BRYANT & HAMILL, LLC 0.19% of their portfolio | 168.4k $13.1m | Reduced -8.7k |
| MORGAN STANLEY 0.00% of their portfolio | 156.8k $12.2m | Reduced -59.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 150.5k $11.7m | Added +25.8k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 132.8k $10.4m | Reduced -492 |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 130.2k $10.2m | Added +2.9k |
| Granite Investment Partners, LLC 0.53% of their portfolio | 110.3k $8.6m | Added +18.6k |
| RENAISSANCE GROUP LLC 0.34% of their portfolio | 104.8k $8.2m | Added +38.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 99.1k $7.7m | Reduced -24.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 89.4k $7.0m | Added +677 |
| Polar Asset Management Partners Inc. 0.17% of their portfolio | 89.3k $7.0m | Added +2.5k |
| WCM INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 78.4k $6.1m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 77.7k $6.1m | Added +17.9k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 77.4k $6.0m | Added +19.1k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 75.8k $5.9m | First filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 75.5k $5.9m | First filing |
| UBS Group AG 0.00% of their portfolio | 68.3k $5.3m | Added +7.5k |
| Pillsbury Lake Capital LLC 2.00% of their portfolio | 56.5k $4.4m | New |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.03% of their portfolio | 49.6k $3.9m | Reduced -5.5k |
| VELA Investment Management, LLC 0.84% of their portfolio | 41.6k $3.2m | New |
| ISTHMUS PARTNERS, LLC 0.33% of their portfolio | 40.5k $3.2m | Reduced -144 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 40.1k $3.1m | Reduced -7.8k |
| Emerald Investment Advisers, LLC 0.28% of their portfolio | 39.7k $3.1m | First filing |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 39.0k $3.0m | Added +20.2k |
| NEXT CENTURY GROWTH INVESTORS LLC 0.21% of their portfolio | 37.8k $2.9m | Reduced -624 |
| Bank of New York Mellon Corp 0.00% of their portfolio | 36.0k $2.8m | Reduced -508 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 35.8k $2.8m | Added +3.0k |
| Expect Equity LLC 1.90% of their portfolio | 31.3k $2.4m | Added +2.8k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 28.4k $2.2m | Reduced -4.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 28.3k $2.2m | Reduced -2.1k |
| Nuveen, LLC 0.00% of their portfolio | 27.7k $2.2m | Added +226 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC 0.16% of their portfolio | 25.0k $2.0m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 24.5k $1.9m | Added +19.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 23.2k $1.8m | Added +4.0k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.14% of their portfolio | 22.8k $1.8m | New |
| GREAT LAKES ADVISORS, LLC 0.01% of their portfolio | 22.5k $1.8m | Reduced -2.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 22.2k $1.7m | Added +165 |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 21.9k $1.7m | Unchanged |
| Swiss National Bank 0.00% of their portfolio | 21.8k $1.7m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 21.0k $1.6m | Reduced -2.2k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 20.8k $1.6m | Reduced -29.0k |
| JB CAPITAL PARTNERS LP 0.27% of their portfolio | 20.0k $1.6m | Unchanged |
| Pathstone Holdings, LLC 0.01% of their portfolio | 19.2k $1.5m | Added +3.8k |
| Quantinno Capital Management LP 0.00% of their portfolio | 19.2k $1.5m | Added +15.9k |
| Corient Private Wealth LP 0.00% of their portfolio | 17.2k $1.3m | New |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.05% of their portfolio | 17.1k $1.3m | New |
| Knights of Columbus Asset Advisors LLC 0.07% of their portfolio | 16.7k $1.3m | Reduced -107 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio | 16.7k $1.3m | Reduced -211 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 15.7k $1.2m | Reduced -426.5k |
| WITTENBERG INVESTMENT MANAGEMENT, INC. 0.42% of their portfolio | 14.6k $1.1m | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 14.3k $1.1m | Reduced -184 |
| EASTERLY INVESTMENT PARTNERS LLC 0.08% of their portfolio | 14.1k $1.1m | New |
| Invesco Ltd. 0.00% of their portfolio | 13.7k $1.1m | Added +327 |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 13.5k $1.1m | Added +8.7k |
| BRIGHTON JONES LLC 0.02% of their portfolio | 13.5k $1.1m | New |
| XTX Topco Ltd 0.02% of their portfolio | 12.7k $992.6k | Added +4.7k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 12.4k $965.6k | Reduced -29.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 12.3k $957.0k | Added +3.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 12.2k $951.8k | Added +492 |
| CREDIT AGRICOLE S A 0.00% of their portfolio | 12.0k $936.6k | New |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 11.9k $929.4k | Reduced -631 |
| PFG Advisors 0.04% of their portfolio | 11.6k $901.7k | Added +1.2k |
| CAXTON ASSOCIATES LLP 0.02% of their portfolio | 11.4k $890.7k | Reduced -3.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 11.3k $881.0k | Added +9.8k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 11.0k $858.0k | Added +2.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 10.3k $802.1k | Added +1.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 10.2k $799.9k | Reduced -79 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 10.2k $797.2k | Unchanged |
| Man Group plc 0.00% of their portfolio | 10.1k $790.3k | Reduced -2.4k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 9.8k $764.0k | Reduced -32.1k |
| Legal & General Group Plc 0.00% of their portfolio | 9.4k $732.7k | Reduced -766 |
| RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio | 9.1k $713.5k | Reduced -127 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 8.9k $693.1k | Reduced -320 |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 8.5k $665.0k | Reduced -9.4k |
| LPL Financial LLC 0.00% of their portfolio | 8.2k $638.8k | Added +2.1k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 8.1k $627.1k | New |
| BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio | 7.7k $604.4k | New |
| CITIGROUP INC 0.00% of their portfolio | 7.6k $592.9k | Added +1.7k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 7.5k $588.3k | Added +1.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 7.3k $572.8k | Added +2.9k |
| Creative Planning 0.00% of their portfolio | 7.3k $569.8k | Added +3.0k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 6.7k $524.9k | First filing |
| ALPS ADVISORS INC 0.00% of their portfolio | 6.3k $489.4k | New |
| Brooklyn Investment Group 0.02% of their portfolio | 6.2k $487.3k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 6.1k $477.0k | Reduced -73 |
| BOURGEON CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 6.0k $468.3k | Unchanged |