Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Loar Holdings Inc (LOAR)

274 + Investors. Track Smart Money conviction in LOAR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +29
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — LOAR

Based on 277 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added LOAR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
277 hedge funds hold LOAR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

170 buying126 selling
Last quarter: 170 funds bought or added vs 126 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new LOAR position: 35 → 61 → 54 → 70. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 40% entered in last year

■ 24% conviction (2yr+) ■ 36% medium ■ 40% new
Only 66 funds (24%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +40% but shares only +3% — price-driven

Value
+39%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +40%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

109 → 35 → 61 → 54 → 70 new funds/Q
New funds entering each quarter: 35 → 61 → 54 → 70. A growing number of institutions are discovering LOAR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 3% veterans, 52% new entrants

■ 3% veterans ■ 45% 1-2yr ■ 52% new
Of 284 current holders: 8 (3%) held 2+ years, 129 held 1–2 years, 147 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
50 of 277 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LOAR

In 2026 Q2, 170 hedge funds were net buyers of LOAR (70 opened a new position, 100 added to an existing one), while 126 reduced or exited (85 trimmed, 41 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 35% of total institutional value in LOAR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +29 funds (more new holders than closures). Total institutional holders: 277.

Hedge Fund Ownership: LOAR

How many hedge funds hold LOAR — quarterly history vs. share price
Quarterly hedge fund ownership of LOAR vs. share price

Market Analysis: LOAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LOAR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 2 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: LOAR
274 + Investors

Track Smart Money conviction in LOAR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 274 248 10.48%
13F Shares 89M 89M -0.38%
Total Value $6.68B $4.81B 38.94%
New Positions 69 54 +15
Increased Positions 96 111 -15
Closed Positions 43 46 -3
Reduced Positions 83 55 +28
Total Calls 3 3 -
Total Puts 4 3 33.33%
PUT/CALL Ratio 1.33 1.0 Bearish

Statistics: LOAR

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Financial Highlights

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Institutional Holders (2026 Q2)

274 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LOAR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 LOAR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Abrams Capital Management, L.P. 47.15% 32,050,240 $2.58B
2 ONE Advisory Partners, LLC 6.44% 293,319 $23.6M
3 One Madison Group LLC 5.35% 690,000 $55.6M
4 Burkett Financial Services, LLC 2.98% 118,000 $9.5M
5 Spyglass Capital Management LLC 2.67% 611,657 $49.3M
6 Wasatch Advisors LP 1.71% 3,241,786 $261.3M
7 Clearview Wealth Management LLC 1.40% 27,001 $2.2M
8 Brown Capital Management LLC 1.37% 84,816 $6.8M
9 Geneva Capital Management LLC 1.33% 719,088 $58.0M
10 Grandeur Peak Global Advisors, LLC 1.30% 56,681 $5.6M
11 Renaissance Capital LLC 1.00% 22,473 $1.8M
12 Moody Aldrich Partners LLC 0.96% 65,974 $5.3M
13 Osterweis Capital Management Inc 0.72% 188,865 $15.2M
14 Odyssean, LLC 0.57% 43,660 $3.5M
15 Next Century Growth Investors LLC 0.50% 116,817 $9.4M
16 Capricorn Fund Managers Ltd 0.46% 71,999 $5.8M
17 Zimmer Partners, LP 0.37% 200,000 $16.1M
18 Thrive Wealth Management, LLC 0.37% 35,814 $2.9M
19 Riverbridge Partners LLC 0.34% 153,080 $12.3M
20 Seven Grand Managers, LLC 0.32% 100,000 $8.1M
21 Bamco Inc /Ny/ 0.31% 2,523,332 $203.4M
22 Gilder Gagnon Howe & Co LLC 0.30% 366,256 $29.5M
23 GoodHaven Capital Management, LLC 0.25% 10,000 $806K
24 Linden Thomas Advisory Services, LLC 0.22% 34,274 $2.8M
25 Bridgefront Capital, LLC 0.20% 9,497 $766K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Loar Holdings Inc (LOAR)

What does the Smart Money Trend signal show for LOAR?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added LOAR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LOAR?

Slight buying edge — 57% buying: Last quarter: 170 funds bought or added vs 126 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LOAR holders?

Strong quality — 35% AUM from major funds: 50 of 277 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held LOAR?

Mostly new holders — 40% entered in last year: Only 66 funds (24%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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