Holders over time
- LOAR
- BA
| Quarter | LOAR | BA |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 20 holders, $5.1bn |
| Q4 2020 | none listed holders, n.a. | 26 holders, $5.8bn |
| Q1 2021 | none listed holders, n.a. | 26 holders, $7.7bn |
| Q2 2021 | none listed holders, n.a. | 25 holders, $7.7bn |
| Q3 2021 | none listed holders, n.a. | 22 holders, $6.5bn |
| Q4 2021 | none listed holders, n.a. | 19 holders, $5.7bn |
| Q1 2022 | none listed holders, n.a. | 23 holders, $6.2bn |
| Q2 2022 | none listed holders, n.a. | 22 holders, $6.1bn |
| Q3 2022 | none listed holders, n.a. | 17 holders, $5.5bn |
| Q4 2022 | none listed holders, n.a. | 24 holders, $10.9bn |
| Q1 2023 | none listed holders, n.a. | 29 holders, $14.1bn |
| Q2 2023 | none listed holders, n.a. | 31 holders, $14.6bn |
| Q3 2023 | none listed holders, n.a. | 32 holders, $13.5bn |
| Q4 2023 | none listed holders, n.a. | 31 holders, $21.1bn |
| Q1 2024 | none listed holders, n.a. | 21 holders, $14.9bn |
| Q2 2024 | 7 holders, $99m | 20 holders, $16.7bn |
| Q3 2024 | 7 holders, $161m | 20 holders, $13.9bn |
| Q4 2024 | 9 holders, $125m | 31 holders, $28.0bn |
| Q1 2025 | 6 holders, $89m | 30 holders, $26.5bn |
| Q2 2025 | 12 holders, $499m | 32 holders, $32.3bn |
| Q3 2025 | 6 holders, $241m | 33 holders, $30.6bn |
| Q4 2025 | 7 holders, $196m | 34 holders, $29.2bn |
| Q1 2026 | 5 holders, $304m | 31 holders, $26.7bn |
| Q2 2026 | 5 holders, $457m | 25 holders, $31.0bn |
Loar Holdings Inc
- Holders
- 9
- Reported value
- $125m
- Buyers
- 5
- Sellers
- 3
Breadth +2 among 94 comparable managers.
Boeing Co
- Holders
- 31
- Reported value
- $28.0bn
- Buyers
- 27
- Sellers
- 4
Breadth +23 among 94 comparable managers.
Who holds both, Q4 2024
Both (6)
Capital Research Global Investors, Capital World Investors, Discovery Capital Management LLC, Moore Capital Management LP, Soros Fund Management LLC, Woodline Partners LP
Only LOAR (3)
Artisan Partners LP, PDT Partners LLC, Quantbot Technologies LP
Only BA (25)
AllianceBernstein LP, Balyasny Asset Management LLC, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.