Vault-13

LOAR HOLDINGS INC LOAR

COM SHS · Common Stock · CUSIP 53947R105

242 institutional holders +13 vs Q3 2025
85,087,65385.1m shares reported held*
$5.8bnreported value*
50 new 83 added 79 reduced 43 sold out net bought ≈ $65.0m (+956.4k 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 ($2.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $68.00. Options: 5 managers hold calls ($2.9m notional), 3 hold puts ($1.1m).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q2 24: 118Q3 24: 139Q4 24: 183Q1 25: 163Q2 25: 254Q3 25: 229Q4 25: 242242Q2 24Q4 24Q2 25Q4 25
Numbers
QuarterHolders
Q2 2024118
Q3 2024139
Q4 2024183
Q1 2025163
Q2 2025254
Q3 2025229
Q4 2025242

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 83 bought or addedQ3 24: 54 cut or sold outQ3 24Q4 24: 114 bought or addedQ4 24: 54 cut or sold outQ4 24Q1 25: 100 bought or addedQ1 25: 82 cut or sold outQ1 25Q2 25: 197 bought or addedQ2 25: 50 cut or sold outQ2 25Q3 25: 133 bought or addedQ3 25: 123 cut or sold outQ3 25Q4 25: 133 bought or addedQ4 25: 122 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q3 20248354
Q4 202411454
Q1 202510082
Q2 202519750
Q3 2025133123
Q4 2025133122

Calls vs puts

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

CallsPuts
$0$5m$10m$15m$20mQ1 25 calls: $8.4mQ1 25 puts: $1.1mQ1 25P/C 0.13Q2 25 calls: $17.9mQ2 25 puts: $6.4mQ2 25P/C 0.36Q3 25 calls: $13.9mQ3 25 puts: $5.1mQ3 25P/C 0.37Q4 25 calls: $2.9mQ4 25 puts: $1.1mQ4 25P/C 0.39
Numbers
QuarterCallsPutsP/C
Q1 2025$8.4m$1.1m0.13
Q2 2025$17.9m$6.4m0.36
Q3 2025$13.9m$5.1m0.37
Q4 2025$2.9m$1.1m0.39

Biggest buyers

Capital International Investors Added +2,757,297+2.8m
UBS Group AG Added +927,908+927.9k
T. Rowe Price Investment Management, Inc. Added +860,634+860.6k
WELLINGTON MANAGEMENT GROUP LLP Added +587,493+587.5k
WASATCH ADVISORS LP Added +452,646+452.6k
GENEVA CAPITAL MANAGEMENT LLC New +358,067+358.1k
BAMCO INC /NY/ Added +310,406+310.4k
STATE STREET CORP Added +288,095+288.1k
RIVERBRIDGE PARTNERS LLC New +277,049+277.0k
CITADEL ADVISORS LLC Added +231,781+231.8k

Biggest sellers

Blackstone Inc. Reduced -3,291,793-3.3m
BlackRock, Inc. Reduced -981,490-981.5k
Ghisallo Capital Management LLC Reduced -550,000-550.0k
JPMORGAN CHASE & CO Reduced -450,625-450.6k
FMR LLC Reduced -407,311-407.3k
LORD, ABBETT & CO. LLC Reduced -306,726-306.7k
Invesco Ltd. Reduced -277,169-277.2k
MARSHALL WACE, LLP Reduced -191,855-191.9k
GOLDMAN SACHS GROUP INC Reduced -138,236-138.2k
FRANKLIN RESOURCES INC Sold out -127,884-127.9k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.4m20.8k shares
CITADEL ADVISORS LLC Reduced $836.4k12.3k shares
JANE STREET GROUP, LLC Added $571.2k8.4k shares
SIMPLEX TRADING, LLC Reduced $34.0k500 shares
GROUP ONE TRADING LLC Added $27.2k400 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $571.2k8.4k shares
CITADEL ADVISORS LLC Reduced $469.2k6.9k shares
SIMPLEX TRADING, LLC Reduced $74.8k1.1k 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.

HolderStakeChangeShares Last filed
ABRAMS CAPITAL MANAGEMENT, L.P. 13G · exempt (held before listing) -5.7 pts · filed 2025-08-08 34.3% -5.7 pts 32.1m≈ $2.6bn 2025-08-08
Capital International Investors 13G · institution +1.7 pts · filed 2026-05-14 9.5% +1.7 pts 8.9m≈ $719.8m 2026-05-14
GPV Loar LLC 13G · exempt (held before listing) -1.4 pts · filed 2025-08-13 8.6% -1.4 pts 8.0m≈ $645.9m 2025-08-13

Fell to 5% or below in the last year: Blackstone Holdings I/II GP L.L.C. (3.8%, 2026-02-13)

Insider purchases and sales in Q4 2025

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)

BuyingSelling
10010Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 3 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 9 sellingQ4 24Q1 25: 0 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 9 sellingQ2 25Q3 25: 0 buyingQ3 25: 0 sellingQ4 25: 0 buyingQ4 25: 0 sellingQ4 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20240—0——
Q2 20243$2.0m0——
Q3 20240—0——
Q4 20240—9$206.9m—
Q1 20250—0——
Q2 20250—9$1.1bn—
Q3 20250—0——
Q4 20250—0——

None reported in Q4 2025.

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ABRAMS CAPITAL MANAGEMENT, L.P. 38.41% of their portfolio Boston, MA 32,050,24032.1m $2.2bn $2.2bn 38.41% Unchanged
2 Capital International Investors 0.08% of their portfolio Los Angeles, CA 7,218,8147.2m $490.9m $490.9m 0.08% Added +2.8m +2,757,297
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 3,725,5763.7m $253.3m $253.3m 0.00% Reduced -61.4k -61,438
4 Blackstone Inc. 1.05% of their portfolio NEW YORK, NY 3,548,5063.5m $241.3m $241.3m 1.05% Reduced -3.3m -3,291,793
5 WASATCH ADVISORS LP 1.24% of their portfolio SALT LAKE CITY, UT 3,064,9653.1m $208.4m $208.4m 1.24% Added +452.6k +452,646
6 T. Rowe Price Investment Management, Inc. 0.07% of their portfolio BALTIMORE, MD 2,682,9922.7m $182.4m $182.4m 0.07% Added +860.6k +860,634
7 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,415,2272.4m $164.2m $164.2m 0.00% Reduced -981.5k -981,490
8 BAMCO INC /NY/ 0.39% of their portfolio NEW YORK, NY 2,119,5052.1m $144.1m $144.1m 0.39% Added +310.4k +310,406
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,880,9551.9m $127.9m $127.9m 0.00% Added +288.1k +288,095
10 FEDERATED HERMES, INC. 0.17% of their portfolio PITTSBURGH, PA 1,533,6021.5m $104.3m $104.3m 0.17% Reduced -5.5k -5,537
11 ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio NASHVILLE, TN 1,475,1531.5m $100.3m $100.3m 0.03% Reduced -61.2k -61,181
12 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,276,7801.3m $86.8m $86.8m 0.02% Added +927.9k +927,908
13 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 1,084,1751.1m $73.7m $73.7m 0.01% Added +587.5k +587,493
14 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 1,083,4741.1m $73.7m $73.7m 0.01% Added +8.2k +8,184
15 Spyglass Capital Management LLC 3.08% of their portfolio Greenbrae, CA 904,131904.1k $61.5m $61.5m 3.08% Added +55.1k +55,062
16 TimesSquare Capital Management, LLC 0.90% of their portfolio NEW YORK, NY 882,280882.3k $60.0m $60.0m 0.90% Reduced -24.8k -24,813
17 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 695,416695.4k $47.3m $47.3m 0.00% Added +18.1k +18,072
18 One Madison Group LLC 5.40% of their portfolio NEW YORK, NY 688,000688.0k $46.8m $46.8m 5.40% Added +125.0k +125,000
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 685,320685.3k $46.6m $46.6m 0.00% Added +134.3k +134,294
20 NORGES BANK 0.00% of their portfolio OSLO, Q8 677,248677.2k $46.1m $46.1m 0.00% Not comparable
21 Alyeska Investment Group, L.P. 0.12% of their portfolio CHICAGO, IL 647,833647.8k $44.1m $44.1m 0.12% Added +87.8k +87,833
22 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 636,487636.5k $43.3m $43.3m 0.01% Added +123.4k +123,377
23 FRED ALGER MANAGEMENT, LLC 0.17% of their portfolio NEW YORK, NY 628,012628.0k $42.7m $42.7m 0.17% Reduced -39.9k -39,881
24 Capital World Investors 0.01% of their portfolio LOS ANGELES, CA 600,000600.0k $40.8m $40.8m 0.01% Unchanged
25 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 592,846592.8k $40.3m $40.3m 0.01% Reduced -138.2k -138,236
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 576,021576.0k $39.2m $39.2m 0.00% Reduced -450.6k -450,625
27 Artisan Partners Limited Partnership 0.06% of their portfolio Milwaukee, WI 555,484555.5k $37.8m $37.8m 0.06% Reduced -56.9k -56,873
28 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 546,289546.3k $37.1m $37.1m 0.00% Added +150.9k +150,878
29 VOYA INVESTMENT MANAGEMENT LLC 0.04% of their portfolio ATLANTA, GA 524,966525.0k $35.7m $35.7m 0.04% Added +227.8k +227,770
30 GILDER GAGNON HOWE & CO LLC 0.34% of their portfolio New York, NY 466,869466.9k $31.7m $31.7m 0.34% Reduced -8.3k -8,335
31 Burkehill Global Management, LP 1.79% of their portfolio NEW YORK, NY 400,000400.0k $27.2m $27.2m 1.79% Reduced -100.0k -100,000
32 GENEVA CAPITAL MANAGEMENT LLC 0.46% of their portfolio MILWAUKEE, WI 358,067358.1k $24.3m $24.3m 0.46% New
33 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 350,234350.2k $23.8m $23.8m 0.00% Reduced -277.2k -277,169
34 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 337,764337.8k $23.0m $23.0m 0.00% Added +5.9k +5,890
35 ONE Advisory Partners, LLC 6.01% of their portfolio OVERLAND PARK, KS 293,319293.3k $19.9m $19.9m 6.01% Unchanged
36 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.14% of their portfolio NEW YORK, NY 291,709291.7k $19.8m $19.8m 0.14% Reduced -25.6k -25,602
37 Artemis Investment Management LLP 0.23% of their portfolio EDINBURGH, X0 280,871280.9k $19.1m $19.1m 0.23% Added +5.2k +5,191
38 RIVERBRIDGE PARTNERS LLC 0.35% of their portfolio MINNEAPOLIS, MN 277,049277.0k $18.8m $18.8m 0.35% New
39 Zimmer Partners, LP 0.49% of their portfolio NEW YORK, NY 275,000275.0k $18.7m $18.7m 0.49% Added +145.0k +145,000
40 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 273,671273.7k $18.6m $18.6m 0.01% Added +231.8k +231,781
41 JANUS HENDERSON GROUP PLC 0.01% of their portfolio LONDON, X0 267,525267.5k $18.2m $18.2m 0.01% Reduced -10.8k -10,764
42 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 242,346242.3k $16.5m $16.5m 0.02% Added +20 +20
43 LOOMIS SAYLES & CO L P 0.02% of their portfolio BOSTON, MA 228,420228.4k $15.5m $15.5m 0.02% Reduced -11.1k -11,142
44 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 218,902218.9k $14.9m $14.9m 0.01% Reduced -113.6k -113,639
45 FMR LLC 0.00% of their portfolio BOSTON, MA 214,805214.8k $14.6m $14.6m 0.00% Reduced -407.3k -407,311
46 LORD, ABBETT & CO. LLC 0.04% of their portfolio JERSEY CITY, NJ 203,538203.5k $13.8m $13.8m 0.04% Reduced -306.7k -306,726
47 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 202,909202.9k $13.8m $13.8m 0.01% Added +22.4k +22,381
48 Ghisallo Capital Management LLC 0.61% of their portfolio BOSTON, MA 200,000200.0k $13.6m $13.6m 0.61% Reduced -550.0k -550,000
49 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 198,505198.5k $13.5m $13.5m 0.00% Added +26.2k +26,165
50 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 190,218190.2k $12.9m $12.9m 0.01% Added +2.6k +2,636
51 SEGALL BRYANT & HAMILL, LLC 0.17% of their portfolio CHICAGO, IL 183,355183.4k $12.5m $12.5m 0.17% Added +8.2k +8,203
52 Select Equity Group, L.P. 0.06% of their portfolio NEW YORK, NY 182,530182.5k $12.4m $12.4m 0.06% Added +14.7k +14,704
53 NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio ALBANY, NY 180,809180.8k $12.3m $12.3m 0.02% Added +1.8k +1,763
54 Zweig-DiMenna Associates LLC 0.76% of their portfolio NEW YORK, NY 158,246158.2k $10.8m $10.8m 0.76% Reduced -74.0k -74,004
55 KINGDON CAPITAL MANAGEMENT, L.L.C. 1.56% of their portfolio NEW YORK, NY 150,000150.0k $10.2m $10.2m 1.56% Unchanged
56 Woodline Partners LP 0.04% of their portfolio San Francisco, CA 139,210139.2k $9.5m $9.5m 0.04% Unchanged
57 BURKETT FINANCIAL SERVICES, LLC 2.90% of their portfolio ROCK HILL, SC 125,000125.0k $8.5m $8.5m 2.90% Unchanged
58 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 106,722106.7k $7.3m $7.3m 0.01% Added +2.3k +2,346
59 SEVEN GRAND MANAGERS, LLC 0.52% of their portfolio BRONXVILLE, NY 100,000100.0k $6.8m $6.8m 0.52% Added +25.0k +25,000
60 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 99,59099.6k $6.8m $6.8m 0.00% Added +2.1k +2,110
61 BROWN CAPITAL MANAGEMENT LLC 0.54% of their portfolio BALTIMORE, MD 97,14297.1k $6.6m $6.6m 0.54% New
62 NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.01% of their portfolio PHILADELPHIA, PA 93,68193.7k $6.4m $6.4m 0.01% First filing
63 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 88,69288.7k $6.0m $6.0m 0.00% Added +3.0k +3,020
64 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 88,60088.6k $6.0m $6.0m 0.01% New
65 TD Asset Management Inc 0.00% of their portfolio Toronto, A6 80,76680.8k $5.5m $5.5m 0.00% Added +25.4k +25,412
66 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 80,57880.6k $5.5m $5.5m 0.01% Reduced -191.9k -191,855
67 Grandeur Peak Global Advisors, LLC 0.72% of their portfolio SALT LAKE CITY, UT 79,06379.1k $5.4m $5.4m 0.72% Added +58.9k +58,915
68 DISCOVERY CAPITAL MANAGEMENT, LLC / CT 0.28% of their portfolio SOUTH NORWALK, CT 75,00075.0k $5.1m $5.1m 0.28% New
69 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 72,52672.5k $4.9m $4.9m 0.00% Reduced -577 -577
70 Capricorn Fund Managers Ltd 1.15% of their portfolio LONDON, X0 70,00070.0k $4.8m $4.8m 1.15% New
71 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 68,49968.5k $4.7m $4.7m 0.00% Reduced -5.5k -5,534
72 ExodusPoint Capital Management, LP 0.05% of their portfolio NEW YORK, NY 65,78865.8k $4.5m $4.5m 0.05% Added +46.5k +46,494
73 DARK FOREST CAPITAL MANAGEMENT LP 0.20% of their portfolio NEW YORK, NY 65,16465.2k $4.4m $4.4m 0.20% Added +35.5k +35,531
74 Swiss National Bank 0.00% of their portfolio ZURICH, V8 64,70064.7k $4.4m $4.4m 0.00% Added +1.2k +1,200
75 XTX Topco Ltd 0.12% of their portfolio LONDON, X0 64,57864.6k $4.4m $4.4m 0.12% New
76 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 57,08457.1k $3.9m $3.9m 0.00% Added +1.8k +1,789
77 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio COLUMBUS, OH 57,03257.0k $3.9m $3.9m 0.01% Added +6.4k +6,443
78 HRT FINANCIAL LP 0.02% of their portfolio NEW YORK, NY 56,12056.1k $3.8m $3.8m 0.02% Added +41.6k +41,580
79 Moody Aldrich Partners LLC 0.68% of their portfolio MARBLEHEAD, MA 53,83053.8k $3.7m $3.7m 0.68% Reduced -2.6k -2,614
80 OPPENHEIMER ASSET MANAGEMENT INC. 0.04% of their portfolio NEW YORK, NY 52,00552.0k $3.5m $3.5m 0.04% Added +4.1k +4,147
81 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 48,48048.5k $3.3m $3.3m 0.00% Added +17.4k +17,377
82 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 47,28747.3k $3.2m $3.2m 0.01% Added +29.8k +29,831
83 Legal & General Group Plc 0.00% of their portfolio London, X0 46,75546.8k $3.2m $3.2m 0.00% Added +181 +181
84 NEXT CENTURY GROWTH INVESTORS LLC 0.22% of their portfolio PLYMOUTH, MN 46,03646.0k $3.1m $3.1m 0.22% Reduced -181 -181
85 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 43,96144.0k $3.0m $3.0m 0.00% Reduced -1.6k -1,619
86 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 43,19743.2k $2.9m $2.9m 0.00% Added +17.5k +17,488
87 Thrive Wealth Management, LLC 0.41% of their portfolio AUDUBON, PA 41,03241.0k $2.8m $2.8m 0.41% Added +16 +16
88 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 40,51640.5k $2.8m $2.8m 0.00% Reduced -41.2k -41,218
89 CAPITAL INTERNATIONAL LTD /CA/ 0.10% of their portfolio LOS ANGELES, CA 39,92139.9k $2.7m $2.7m 0.10% New
90 Gotham Asset Management, LLC 0.01% of their portfolio NEW YORK, NY 39,68439.7k $2.7m $2.7m 0.01% Reduced -20.3k -20,263
91 Jain Global LLC 0.03% of their portfolio NEW YORK, NY 38,22438.2k $2.6m $2.6m 0.03% Reduced -14.7k -14,693
92 CAPITAL INTERNATIONAL SARL 0.04% of their portfolio Los Angeles, CA 37,93137.9k $2.6m $2.6m 0.04% New
93 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 36,91936.9k $2.5m $2.5m 0.00% Added +7.2k +7,157
94 BOOTHBAY FUND MANAGEMENT, LLC 0.06% of their portfolio NEW YORK, NY 36,02636.0k $2.4m $2.4m 0.06% Reduced -85.9k -85,879
95 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% of their portfolio Seattle, WA 33,70333.7k $2.3m $2.3m 0.04% Unchanged
96 B. Metzler seel. Sohn & Co. AG 0.02% of their portfolio FRANKFURT, 2M 32,06232.1k $2.2m $2.2m 0.02% Added +8.8k +8,807
97 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 31,98832.0k $2.2m $2.2m 0.00% Reduced -24 -24
98 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 31,40631.4k $2.1m $2.1m 0.00% Added +2.1k +2,145
99 Linden Thomas Advisory Services, LLC 0.20% of their portfolio Charlotte, NC 28,83928.8k $2.0m $2.0m 0.20% Reduced -364 -364
100 Renaissance Capital LLC 1.33% of their portfolio Stamford, CT 27,15127.2k $1.8m $1.8m 1.33% Reduced -27.0k -27,035