Loar Holdings Inc. (LOAR) Institutional Ownership

Institutions by Trading Activity

95,193,103Shares Outstanding

125,472Shares held by institutions

$9,177,022Value of institutional holdings

0.14%Institutional ownership %

-2.19%Shares Changed QoQ

7No. of institutional investors

According to SEC filings for the period ending December 2025, Loar Holdings Inc. (NYSE:LOAR) is held by 7 institutional firms.

The percentage of Loar Holdings owned by institutions changed from 87.1% in September 2025 to 0.1% in December 2025, marking a slight down trend.
Quarterly data indicates a -2.19% shift in institutional share volume, and the annual owner count reflects a decrease of 96.13%.
Of these 7 institutional investors, 1 increased their holdings in Loar Holdings, while 3 of them reduced positions, and 3 investors maintained their exposure.
The aggregate institutional position in Loar Holdings now stands at 130.44K shares as of December 2025, after investors decreased their holdings (down by 2.92K shares quarter on quarter which is down 74.26Mn shares year over year).
The top institutional stake in Loar Holdings as of December 31, 2025 belongs to BURKETT FINANCIAL SERVICES, LLC, which owns 125.00K shares, or 0.13% of the company.
Among the most significant buyers of Loar Holdings during December 2025 were MassMutual Private Wealth & Trust, FSB (8).
Leading sellers of Loar Holdings stock in December 2025 included SG Americas Securities, LLC (2.88K), GAMMA Investing LLC (48), True Wealth Design, LLC (3).
The top 7 institutional holders of Loar Holdings for the quarter ending December 2025 included BURKETT FINANCIAL SERVICES, LLC (125.00K), SG Americas Securities, LLC (4.48K), GAMMA Investing LLC (317), Roxbury Financial LLC (300), Versant Capital Management, Inc (172), MassMutual Private Wealth & Trust, FSB (161), True Wealth Design, LLC (12).

125,472 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
ABRAMS CAPITAL MANAGEMENT, L.P.	30 Sep, 2025	32,050,240	0	0.00%	$2,564,019,200.00
Blackstone Inc.	30 Sep, 2025	6,840,299	-843,106	-10.97%	$547,223,920.00
Capital International Investors	30 Sep, 2025	4,461,517	4,019,489	909.33%	$356,921,360.00
VANGUARD GROUP INC	30 Sep, 2025	3,787,014	-228,246	-5.68%	$302,961,120.00
BlackRock, Inc.	30 Sep, 2025	3,396,717	339,751	11.11%	$271,737,360.00
WASATCH ADVISORS LP	30 Sep, 2025	2,612,319	-12,330	-0.47%	$208,985,520.00
T. Rowe Price Investment Management, Inc.	30 Sep, 2025	1,822,358	598,032	48.85%	$145,789.00
BAMCO INC /NY/	30 Sep, 2025	1,809,099	1,127,033	165.24%	$144,727,920.00
STATE STREET CORP	30 Sep, 2025	1,592,860	-67,614	-4.07%	$127,428,800.00
FEDERATED HERMES, INC.	30 Sep, 2025	1,539,139	-109,930	-6.67%	$123,131,120.00
ALLIANCEBERNSTEIN L.P.	30 Sep, 2025	1,536,334	16,270	1.07%	$122,906,720.00
PRICE T ROWE ASSOCIATES INC /MD/	30 Sep, 2025	1,075,290	256,368	31.31%	$86,024.00
TimesSquare Capital Management, LLC	30 Sep, 2025	907,093	130,364	16.78%	$72,567,440.00
Spyglass Capital Management LLC	30 Sep, 2025	849,069	849,069	0.00%	$67,925,520.00
Ghisallo Capital Management LLC	30 Sep, 2025	750,000	-425,000	-36.17%	$60,000,000.00
GOLDMAN SACHS GROUP INC	30 Sep, 2025	731,082	113,988	18.47%	$58,486,560.00
GEODE CAPITAL MANAGEMENT, LLC	30 Sep, 2025	677,344	119,971	21.52%	$54,197,794.00
FRED ALGER MANAGEMENT, LLC	30 Sep, 2025	667,893	152,136	29.50%	$53,431,440.00
Invesco Ltd.	30 Sep, 2025	627,403	-587,659	-48.36%	$50,192,240.00
FMR LLC	30 Sep, 2025	622,116	-206,006	-24.88%	$49,769,278.00

1 - 20 of 226