Loar Holdings Inc (LOAR) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Loar Holdings Inc (LOAR) following the 2026 Q3 hedge fund 13F filings?

As of today, LOAR has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLI sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), LOAR gained +21.5% vs +1.1% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Loar Holdings Inc (LOAR)

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

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%

+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

48 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.

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

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

274

248

10.48%

13F Shares

89M

-0.38%

Total Value

$6.68B

$4.81B

38.94%

New Positions

+15

Increased Positions

111

-15

Closed Positions

-3

Reduced Positions

+28

Total Calls

Total Puts

33.33%

PUT/CALL Ratio

1.33

1.0

Bearish

Institutional Holders (2026 Q3)

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:

2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

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.	41.02%	32,050,240	$1.97B
2	ONE Advisory Partners, LLC	4.87%	293,319	$18.0M
3	Burkett Financial Services, LLC	2.19%	118,000	$7.3M
4	Spyglass Capital Management LLC	2.18%	607,075	$37.3M
5	Clearview Wealth Management LLC	1.25%	27,001	$1.7M
6	Brown Capital Management LLC	1.23%	105,426	$6.5M
7	Wasatch Advisors LP	1.20%	2,631,612	$161.9M
8	Geneva Capital Management LLC	1.19%	695,316	$42.8M
9	Moody Aldrich Partners LLC	0.81%	68,744	$4.2M
10	TimesSquare Capital Management, LLC	0.77%	767,234	$47.2M
11	Renaissance Capital LLC	0.71%	16,632	$1.0M
12	Next Century Growth Investors LLC	0.45%	115,685	$7.1M
13	Riverbridge Partners LLC	0.29%	158,569	$9.8M
14	Thrive Wealth Management, LLC	0.27%	35,827	$2.2M
15	Fox Run Management, L.L.C.	0.26%	35,446	$2.2M
16	Numerai GP LLC	0.25%	54,787	$3.4M
17	GoodHaven Capital Management, LLC	0.22%	10,000	$615K
18	Fieldview Capital Management, LLC	0.22%	12,298	$757K
19	Yorktown Management & Research Co Inc	0.17%	4,250	$261K
20	Linden Thomas Advisory Services, LLC	0.17%	34,557	$2.1M
21	Park Capital Management, LLC / WI	0.16%	5,186	$319K
22	Federated Hermes, INC.	0.14%	1,574,695	$96.9M
23	Baillie Gifford & Co	0.13%	2,270,485	$139.7M
24	Capital International Investors	0.11%	8,820,704	$542.6M
25	Capital International Ltd /Ca/	0.10%	49,095	$3.0M

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: 48 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.

Is it too late to buy Loar Holdings Inc (LOAR) following the 2026 Q3 hedge fund 13F filings?

As of today, LOAR has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLI sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), LOAR has gained +21.5% vs +1.1% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Loar Holdings Inc (LOAR)

Smart Money Signals — LOAR

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

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

Slight buying edge — 57% buying

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

Mostly new holders — 40% entered in last year

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

Growing discovery — still being found

Mixed cohorts — 3% veterans, 52% new entrants

Strong quality — 35% AUM from major funds

Institutional Sentiment Summary — LOAR

Hedge Fund Ownership: LOAR

Market Analysis: LOAR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LOAR

Is It Too Late to Buy Loar Holdings Inc (LOAR) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: LOAR

Statistics: LOAR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q3)

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Frequently Asked Questions — Loar Holdings Inc (LOAR)

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