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
- 5
- Reported value
- $304m
- Buyers
- 13
- Sellers
- 12
Breadth +1 among 91 comparable managers.
RTX Corporation
- Holders
- 42
- Reported value
- $32.7bn
- Buyers
- 31
- Sellers
- 15
Breadth +16 among 91 comparable managers.
Who holds both, Q1 2026
Both (4)
Artisan Partners LP, Capital World Investors, PDT Partners LLC, Wellington Management Group LLP
Only LOAR (1)
Only RTX (38)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Element Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, and 13 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.