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
- 6
- Reported value
- $89m
- Buyers
- 2
- Sellers
- 4
Breadth -2 among 95 comparable managers.
Boeing Co
- Holders
- 30
- Reported value
- $26.5bn
- Buyers
- 18
- Sellers
- 14
Breadth +4 among 95 comparable managers.
Who holds both, Q1 2025
Both (3)
Capital Research Global Investors, Capital World Investors, Discovery Capital Management LLC
Only LOAR (3)
Artisan Partners LP, PDT Partners LLC, Soros Fund Management LLC
Only BA (27)
AllianceBernstein LP, Balyasny Asset Management LLC, Caxton Associates LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, 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, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP, and 2 more
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.