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 ($411.9k this quarter). Holder counts are more reliable. Shares outstanding: 11.9m as of 2026-08-03, 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 ≈ $77.00. Options: 9 managers hold calls ($23.5m notional), 8 hold puts ($9.1m).
Trends to Q2 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 |
| Q2 2026 | 178 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2026 | 95 | 93 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $24.9m | $1.2m | 0.05 |
| Q4 2025 | $5.7m | $1.3m | 0.23 |
| Q1 2026 | $2.4m | $7.7m | 3.19 |
| Q2 2026 | $23.5m | $9.1m | 0.39 |
Biggest buyers
| Boston Partners | New | +167.9k |
| Point72 Asset Management, L.P. | New | +151.1k |
| CITADEL ADVISORS LLC | Added | +141.5k |
| BlackRock, Inc. | Added | +132.5k |
| JANE STREET GROUP, LLC | New | +125.1k |
| CastleKnight Management LP | New | +120.5k |
| SEGALL BRYANT & HAMILL, LLC | Added | +82.5k |
| CenterBook Partners LP | New | +64.4k |
| ROYCE & ASSOCIATES LP | Added | +63.6k |
| River Road Asset Management, LLC | New | +61.2k |
Biggest sellers
| Capital International Investors | Sold out | -823.7k |
| WASATCH ADVISORS LP | Reduced | -588.8k |
| Clearbridge Investments, LLC | Sold out | -132.8k |
| BESSEMER GROUP INC | Reduced | -125.0k |
| RENAISSANCE GROUP LLC | Sold out | -104.8k |
| WCM INVESTMENT MANAGEMENT, LLC | Reduced | -67.8k |
| Pillsbury Lake Capital LLC | Sold out | -56.5k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -52.4k |
| GENEVA CAPITAL MANAGEMENT LLC | Reduced | -50.6k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | Sold out | -35.8k |
Biggest calls
| CastleKnight Management LP | New | $15.4m200.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.5m58.0k shares |
| IMC-Chicago, LLC | Added | $885.5k11.5k shares |
| JANE STREET GROUP, LLC | Added | $862.4k11.2k shares |
| CITADEL ADVISORS LLC | Reduced | $577.5k7.5k shares |
| SIG BROKERAGE, LP | New | $577.5k7.5k shares |
| TUDOR INVESTMENT CORP ET AL | New | $346.5k4.5k shares |
| SIMPLEX TRADING, LLC | Added | $338.8k4.4k shares |
| GROUP ONE TRADING LLC | New | $38.5k500 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.8m49.7k shares |
| IMC-Chicago, LLC | Added | $1.8m24.0k shares |
| JANE STREET GROUP, LLC | Added | $1.3m16.7k shares |
| TUDOR INVESTMENT CORP ET AL | New | $616.0k8.0k shares |
| CITADEL ADVISORS LLC | Reduced | $608.3k7.9k shares |
| SIG BROKERAGE, LP | New | $577.5k7.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $254.1k3.3k shares |
| GROUP ONE TRADING LLC | Added | $115.5k1.5k 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 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.
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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2026 | 0 | — | 2 | $1.8m | $1.8m |
| Q3 2026 | 3 | $515.9k | 1 | $255.8k | $255.8k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-15 | Sharp Jay Executive Vice President | Sold plan | $255.8k5.1k shares |
| 2026-09-15 | Horowitz Joshua +1 Director | Bought | $203.3k4.0k shares |
| 2026-09-15 | Krzeminski Laurel J Director · By SEP-IRA | Bought | $25.3k500 shares |
| 2026-09-15 | Horowitz Joshua +1 Director | Bought | $10.7k212 shares |
| 2026-09-14 | Gaboury David Richard Director | Bought | $99.6k1.9k shares |
| 2026-09-11 | Horowitz Joshua +1 Director · Palm Global Small Cap Master Fund LP | Bought | $127.4k2.6k shares |
| 2026-09-11 | Horowitz Joshua +1 Director | Bought | $49.6k1.0k shares |
| 2026-06-15 | Sharp Jay Executive Vice President | Sold plan | $388.8k4.9k shares |
| 2026-04-30 | Brooks Jayme L. Chief Financial Officer | Sold plan | $344.0k3.4k shares |
| 2026-04-24 | Brooks Jayme L. Chief Financial Officer | Sold plan | $217.4k2.2k shares |
| 2026-04-13 | Brooks Jayme L. Chief Financial Officer | Sold plan | $487.2k5.7k shares |
| 2026-04-09 | Brooks Jayme L. Chief Financial Officer | Sold plan | $71.6k841 shares |
| 2026-04-08 | Brooks Jayme L. Chief Financial Officer | Sold plan | $286.7k3.4k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 979.4k $75.4m | Added +132.5k |
| Thrivent Financial for Lutherans 0.11% of their portfolio | 864.2k $66.5m | Reduced -15.4k |
| FMR LLC 0.00% of their portfolio | 735.5k $56.6m | Added +33.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 481.3k $37.1m | Added +18.6k |
| ROYCE & ASSOCIATES LP 0.28% of their portfolio | 444.3k $34.2m | Added +63.6k |
| WASATCH ADVISORS LP 0.19% of their portfolio | 380.9k $29.3m | Reduced -588.8k |
| NEUMEIER POMA INVESTMENT COUNSEL LLC 1.71% of their portfolio | 324.0k $24.9m | Added +10.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 298.0k $23.0m | Added +25.6k |
| CORSAIR CAPITAL MANAGEMENT, L.P. 2.79% of their portfolio | 287.7k $22.2m | Reduced -23.7k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 264.8k $20.4m | Reduced -991 |
| STATE STREET CORP 0.00% of their portfolio | 253.6k $19.5m | Added +18.6k |
| SEGALL BRYANT & HAMILL, LLC 0.23% of their portfolio | 250.8k $19.3m | Added +82.5k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 218.9k $16.9m | Added +141.5k |
| Rockefeller Capital Management L.P. 0.02% of their portfolio | 209.4k $16.1m | Reduced -21.2k |
| GENEVA CAPITAL MANAGEMENT LLC 0.33% of their portfolio | 185.5k $14.3m | Reduced -50.6k |
| Boston Partners 0.01% of their portfolio | 167.9k $12.9m | New |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 151.1k $11.6m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 143.2k $11.0m | Reduced -7.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 137.3k $10.6m | Added +38.2k |
| MORGAN STANLEY 0.00% of their portfolio | 133.9k $10.3m | Reduced -22.9k |
| Polar Asset Management Partners Inc. 0.19% of their portfolio | 131.9k $10.2m | Added +42.6k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 125.1k $9.6m | New |
| CastleKnight Management LP 0.34% of their portfolio | 120.5k $9.3m | New |
| Granite Investment Partners, LLC 0.44% of their portfolio | 110.6k $8.5m | Added +351 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 92.2k $7.1m | Added +2.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 90.3k $7.0m | Added +14.7k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 80.3k $6.2m | Added +4.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 77.8k $6.0m | Reduced -52.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 73.3k $5.6m | Reduced -4.4k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 70.6k $5.4m | Added +49.8k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 67.0k $5.2m | Added +58.5k |
| CenterBook Partners LP 0.24% of their portfolio | 64.4k $5.0m | New |
| River Road Asset Management, LLC 0.05% of their portfolio | 61.2k $4.7m | New |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 59.0k $4.5m | Added +30.6k |
| BESSEMER GROUP INC 0.01% of their portfolio | 49.6k $3.8m | Reduced -125.0k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.02% of their portfolio | 47.3k $3.6m | Reduced -2.3k |
| Grandeur Peak Global Advisors, LLC 0.84% of their portfolio | 47.0k $3.6m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 46.7k $3.6m | Added +6.5k |
| VELA Investment Management, LLC 0.85% of their portfolio | 45.2k $3.5m | Added +3.6k |
| UBS Group AG 0.00% of their portfolio | 45.1k $3.5m | Reduced -23.3k |
| Emerald Investment Advisers, LLC 0.21% of their portfolio | 41.5k $3.2m | Added +1.8k |
| ISTHMUS PARTNERS, LLC 0.31% of their portfolio | 41.3k $3.2m | Added +850 |
| Walleye Capital LLC 0.01% of their portfolio | 39.3k $3.0m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 38.7k $3.0m | Added +2.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 37.8k $2.9m | Added +9.5k |
| KR Capital LP 0.29% of their portfolio | 37.6k $2.9m | New |
| NEXT CENTURY GROWTH INVESTORS LLC 0.15% of their portfolio | 36.0k $2.8m | Reduced -1.8k |
| Expect Equity LLC 1.71% of their portfolio | 34.6k $2.7m | Added +3.2k |
| Nuveen, LLC 0.00% of their portfolio | 29.4k $2.3m | Added +1.7k |
| EASTERLY INVESTMENT PARTNERS LLC 0.11% of their portfolio | 28.7k $2.2m | Added +14.7k |
| Quantinno Capital Management LP 0.00% of their portfolio | 28.6k $2.2m | Added +9.4k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 28.5k $2.2m | Added +18.7k |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC 0.15% of their portfolio | 26.2k $2.0m | Added +1.2k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 25.4k $2.0m | Added +4.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 23.2k $1.8m | Unchanged |
| Corient Private Wealth LP 0.00% of their portfolio | 23.1k $1.8m | Added +5.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 22.5k $1.7m | Added +11.2k |
| Pathstone Holdings, LLC 0.01% of their portfolio | 22.3k $1.7m | Added +3.1k |
| Jupiter Topco LLC 0.00% of their portfolio | 21.9k $1.7m | First filing |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 21.9k $1.7m | Reduced -2.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 21.8k $1.7m | Reduced -414 |
| Swiss National Bank 0.00% of their portfolio | 21.1k $1.6m | Reduced -700 |
| Kerrisdale Advisers, LLC 0.40% of their portfolio | 20.5k $1.6m | New |
| JB CAPITAL PARTNERS LP 0.24% of their portfolio | 20.0k $1.5m | Unchanged |
| WESBANCO BANK INC 0.04% of their portfolio | 18.8k $1.4m | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio | 15.9k $1.2m | Reduced -765 |
| Invesco Ltd. 0.00% of their portfolio | 15.7k $1.2m | Added +2.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 15.3k $1.2m | Added +3.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 14.7k $1.1m | Added +414 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. 0.38% of their portfolio | 14.6k $1.1m | Unchanged |
| Quadrature Capital Ltd 0.01% of their portfolio | 14.5k $1.1m | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 13.5k $1.0m | Added +1.2k |
| BRIGHTON JONES LLC 0.02% of their portfolio | 13.5k $1.0m | Added +2 |
| PFG Advisors 0.05% of their portfolio | 12.6k $966.7k | Added +1.0k |
| Creative Planning 0.00% of their portfolio | 12.1k $927.9k | Added +4.8k |
| CREDIT AGRICOLE S A 0.00% of their portfolio | 12.0k $924.0k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 11.9k $919.2k | Added +1.7k |
| PEAK6 LLC 0.02% of their portfolio | 11.8k $909.4k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 11.7k $901.1k | Added +1.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 11.4k $879.7k | Reduced -27.6k |
| WCM INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 10.5k $831.5k | Reduced -67.8k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.02% of their portfolio | 10.4k $799.5k | Reduced -6.7k |
| Legal & General Group Plc 0.00% of their portfolio | 10.3k $795.4k | Added +943 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 10.2k $799.2k | Unchanged |
| SEI INVESTMENTS CO 0.00% of their portfolio | 9.3k $719.6k | Reduced -1.7k |
| RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio | 9.1k $701.0k | Reduced -38 |
| SG Americas Securities, LLC 0.00% of their portfolio | 9.0k $696.0k | Added +3.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 8.9k $687.5k | Added +49 |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 8.4k $650.3k | Added +1.7k |
| IMC-Chicago, LLC 0.01% of their portfolio | 8.2k $630.8k | New |
| Aquatic Capital Management LLC 0.02% of their portfolio | 8.2k $628.2k | Added +2.8k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 8.1k $621.8k | Added +538 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 8.1k $620.3k | Reduced -4.1k |
| CITIGROUP INC 0.00% of their portfolio | 7.3k $561.3k | Reduced -308 |
| Headlands Technologies LLC 0.06% of their portfolio | 7.2k $555.0k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 6.5k $504.3k | Added +438 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 6.5k $509.5k | Added +516 |
| ALPS ADVISORS INC 0.00% of their portfolio | 6.3k $488.6k | Added +75 |
| BOURGEON CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 6.0k $462.0k | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 5.9k $451.5k | Reduced -2.3k |