Company · Ownership research

Loar Holdings Inc. LOAR

CIK 0002000178 · CUSIP 53947R105

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 53947R105 (LOAR), not CUSIP 53947R905 (LOAR), CUSIP 53947R955 (LOAR), and does not merge CUSIPs.

This page lists the top 20 of 129 rows by value; the complete set is available through the API.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	WASATCH ADVISORS LP CIK 814133 · View history	$161.90M 2,631,612 shares	1.20%	-610.17K(-18.80%)Reduced	SEC filing ↗ Oct 13, 2026	▾
02	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$63.01M 1,024,067 shares	0.01%	+159.47K(+18.40%)Added	SEC filing ↗ Nov 4, 2026	▾
03	PRINCIPAL FINANCIAL GROUP INC CIK 1126328 · View history	$50.90M 827,354 shares	0.03%	+827.35KNew	SEC filing ↗ Nov 2, 2026	▾
04	TimesSquare Capital Management, LLC CIK 1313816 · View history	$47.20M 767,234 shares	0.77%	-31.34K(-3.90%)Reduced	SEC filing ↗ Nov 3, 2026	▾
05	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$40.03M 650,534 shares	0.00%	-7.63K(-1.20%)Reduced	SEC filing ↗ Nov 6, 2026	▾
06	Bank of New York Mellon Corp CIK 1390777 · View history	$34.87M 566,776 shares	0.01%	-140.63K(-19.90%)Reduced	SEC filing ↗ Nov 5, 2026	▾
07	ONE Advisory Partners, LLC CIK 1819695 · View history	$18.04M 293,319 shares	4.87%	0(0.00%)Unchanged	SEC filing ↗ Oct 22, 2026	▾
08	Daiwa Securities Group Inc. CIK 1481045 · View history	$12.51M 203,400 shares	0.03%	0(0.00%)Unchanged	SEC filing ↗ Oct 29, 2026	▾
09	RIVERBRIDGE PARTNERS LLC CIK 1112325 · View history	$9.76M 158,569 shares	0.29%	+5.49K(+3.60%)Added	SEC filing ↗ Nov 5, 2026	▾
10	BURKETT FINANCIAL SERVICES, LLC CIK 1762716 · View history	$7.26M 118,000 shares	2.19%	0(0.00%)Unchanged	SEC filing ↗ Oct 1, 2026	▾
11	BROWN CAPITAL MANAGEMENT LLC CIK 885062 · View history	$6.49M 105,426 shares	1.23%	+20.61K(+24.30%)Added	SEC filing ↗ Oct 27, 2026	▾
12	Prospera Financial Services Inc CIK 1541625 · View history	$4.93M 79,216 shares	0.06%	-2.47K(-3.00%)Reduced	SEC filing ↗ Nov 4, 2026	▾
13	Moody Aldrich Partners LLC CIK 936941 · View history	$4.23M 68,744 shares	0.81%	+2.77K(+4.20%)Added	SEC filing ↗ Oct 27, 2026	▾
14	Russell Investments Group, Ltd. CIK 1692234 · View history	$4.08M 66,382 shares	0.00%	+37.36K(+128.70%)Added	SEC filing ↗ Nov 6, 2026	▾
15	BARCLAYS PLC CIK 312069 · View history	$3.93M 63,870 shares	0.00%	+56.75K(+796.80%)Added	SEC filing ↗ Nov 6, 2026	▾
16	OPPENHEIMER ASSET MANAGEMENT INC. CIK 1269119 · View history	$2.68M 43,563 shares	0.03%	-14.65K(-25.20%)Reduced	SEC filing ↗ Oct 27, 2026	▾
17	CITIGROUP INC CIK 831001 · View history	$2.40M 39,048 shares	0.00%	+1.04K(+2.70%)Added	SEC filing ↗ Nov 4, 2026	▾
18	Achmea Investment Management B.V. CIK 1697765 · View history	$2.27M 36,918 shares	0.02%	+36.92KNew	SEC filing ↗ Oct 30, 2026	▾
19	Thrive Wealth Management, LLC CIK 1847610 · View history	$2.20M 35,827 shares	0.28%	+13(0.00%)Added	SEC filing ↗ Oct 13, 2026	▾
20	Linden Thomas Advisory Services, LLC CIK 1965702 · View history	$2.13M 34,557 shares	0.17%	+283(+0.80%)Added	SEC filing ↗ Oct 19, 2026	▾

Showing 20 / 129 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

129

Cancelled or null records excluded

Disclosed shares

8,194,651

Not deduplicated across managers

Disclosed value

$504.24M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Loar Holdings Inc. · Q3 2026

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.