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Loar Holdings Inc.

Institutional holders · 13F as of Dec 31, 2025

250 holders

HolderValueShares% of shares
CWM, LLC$203000.00%
KBC Group NV$649470.00%
Rialto Wealth Management, LLC$6810.00%
Elyxium Wealth, LLC$6810.00%
MV CAPITAL MANAGEMENT, INC.$8010.00%
Dunhill Financial, LLC$8110.00%
BESSEMER GROUP INC$911,5900.00%
Covestor Ltd$921,1390.00%
BNP Paribas Asset Management Holding S.A.$1131,6610.00%
Arax Advisory Partners$13620.00%
HFM Investment Advisors, LLC$13620.00%
Transamerica Financial Advisors, LLC$13620.00%
CIBC Private Wealth Group LLC$20430.00%
AMALGAMATED BANK$2263,3250.00%
Janney Montgomery Scott LLC$2714,7240.01%
SG Americas Securities, LLC$3053,7790.00%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT$40170.00%
UMB Bank, n.a.$40860.00%
Keating Financial Advisory Services, Inc.$47670.00%
JFS WEALTH ADVISORS, LLC$54480.00%
Fortitude Family Office, LLC$54480.00%
Pinnacle Wealth Planning Services, Inc.$64580.00%
Parkside Financial Bank & Trust$680100.00%
True Wealth Design, LLC$816120.00%
Rossby Financial, LCC$816120.00%
AdvisorNet Financial, Inc$816120.00%
Rockefeller Capital Management L.P.$884130.00%
Blue Trust, Inc.$952140.00%
CVA Family Office, LLC$1.1K140.00%
Treasurer of the State of North Carolina$1.2K17,8660.02%
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.3K19,7260.02%
NATIXIS ADVISORS, LLC$1.4K24,5900.03%
ASSETMARK, INC$1.7K290.00%
Allworth Financial LP$1.7K250.00%
SBI Securities Co., Ltd.$1.7K250.00%
Rakuten Securities, Inc.$1.7K250.00%
Root Financial Partners, LLC$2.1K310.00%
Rachor Investment Advisory Services, LLC$2.2K320.00%
Larson Financial Group LLC$2.2K330.00%
TD PRIVATE CLIENT WEALTH LLC$2.7K390.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.2K550.00%
MCF Advisors LLC$3.2K470.00%
HRT FINANCIAL LP$3.8K56,1200.06%
SJS Investment Consulting Inc.$4.1K610.00%
EverSource Wealth Advisors, LLC$4.1K610.00%
SageView Advisory Group, LLC$4.2K620.00%
Parallel Advisors, LLC$4.7K690.00%
Clearstead Advisors, LLC$4.9K720.00%
GROUP ONE TRADING LLC$5.7K840.00%
JONES FINANCIAL COMPANIES LLLP$6.1K900.00%
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