Ownership Summary
According to SEC filings for the period ending December 2025, La Rosa Holdings Corp. (NASDAQ:LRHC) is held by 5 institutional firms.
- These investors collectively held 496.7% of the company's total shares outstanding in December 2025, up from 266.5% in September 2025.
- On a quarter-over-quarter basis, institutional holdings shifted by 3227.05%, with a year-over-year a decrease of 50.00% in the count of filers.
- The latest 13F cycle for La Rosa Holdings reveals that of 5 total investors, 4 funds grew their exposure, whereas 0 reduced theirs and 1 made no changes.
- The aggregate institutional position in La Rosa Holdings now stands at 30.38K shares as of December 2025, after investors increased their holdings (up by 29.46K shares quarter on quarter which is down 147.09K shares year over year).
- Equitable Holdings, Inc.'s holding of 17.79K shares as of December 31, 2025 makes it the primary institutional investor in La Rosa Holdings, owning 290.89% of the stock.
- Among the most significant buyers of La Rosa Holdings during December 2025 were Equitable Holdings, Inc. (17.79K), Tower Research Capital LLC (TRC) (6.41K), UBS Group AG (5.27K), BANK OF AMERICA CORP /DE/ (2).
- The top 5 institutional holders of La Rosa Holdings for the quarter ending December 2025 included Equitable Holdings, Inc. (17.79K), Tower Research Capital LLC (TRC) (7.25K), UBS Group AG (5.27K), Moisand Fitzgerald Tamayo, LLC (56), BANK OF AMERICA CORP /DE/ (9).