Holders over time
- LOAR
- RTX
| Quarter | LOAR | RTX |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 28 holders, $11.8bn |
| Q4 2020 | none listed holders, n.a. | 34 holders, $16.0bn |
| Q1 2021 | none listed holders, n.a. | 26 holders, $16.7bn |
| Q2 2021 | none listed holders, n.a. | 26 holders, $18.6bn |
| Q3 2021 | none listed holders, n.a. | 22 holders, $19.6bn |
| Q4 2021 | none listed holders, n.a. | 25 holders, $20.0bn |
| Q1 2022 | none listed holders, n.a. | 22 holders, $23.5bn |
| Q2 2022 | none listed holders, n.a. | 22 holders, $22.2bn |
| Q3 2022 | none listed holders, n.a. | 24 holders, $18.1bn |
| Q4 2022 | none listed holders, n.a. | 25 holders, $23.0bn |
| Q1 2023 | none listed holders, n.a. | 25 holders, $20.8bn |
| Q2 2023 | none listed holders, n.a. | 26 holders, $19.8bn |
| Q3 2023 | none listed holders, n.a. | 27 holders, $14.7bn |
| Q4 2023 | none listed holders, n.a. | 20 holders, $16.9bn |
| Q1 2024 | none listed holders, n.a. | 24 holders, $20.1bn |
| Q2 2024 | 7 holders, $99m | 22 holders, $19.5bn |
| Q3 2024 | 7 holders, $161m | 24 holders, $21.4bn |
| Q4 2024 | 9 holders, $125m | 33 holders, $20.5bn |
| Q1 2025 | 6 holders, $89m | 35 holders, $24.3bn |
| Q2 2025 | 12 holders, $499m | 34 holders, $26.4bn |
| Q3 2025 | 6 holders, $241m | 33 holders, $30.0bn |
| Q4 2025 | 7 holders, $196m | 32 holders, $31.8bn |
| Q1 2026 | 5 holders, $304m | 42 holders, $32.7bn |
| Q2 2026 | 5 holders, $457m | 40 holders, $32.7bn |
Loar Holdings Inc
- Holders
- 12
- Reported value
- $499m
- Buyers
- 9
- Sellers
- 4
Breadth +5 among 95 comparable managers.
RTX Corporation
- Holders
- 34
- Reported value
- $26.4bn
- Buyers
- 16
- Sellers
- 17
Breadth -1 among 95 comparable managers.
Who holds both, Q2 2025
Both (8)
AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital World Investors, Marshall Wace LLP, Neuberger Berman Group LLC, Soros Fund Management LLC, Woodline Partners LP
Only LOAR (4)
Freestone Grove Partners LP, PDT Partners LLC, Quantbot Technologies LP, Tudor Investment Corp
Only RTX (26)
Appaloosa LP, AQR Capital Management LLC, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Davidson Kempner Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, and 1 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.