Loar Holdings Inc. - Common Stock, par value $0.01 per share (LOAR) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2024 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.01 per share
Symbol
LOAR on NYSE
Shares outstanding
93,426,132
Price per share
$69.59
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
82,228,508
Total reported value
$5,591,689,478
% of total 13F portfolios
0%
Share change
-86,731
Value change
-$10,941,312
Number of holders
239
Price from insider filings
$69.59
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Loar Holdings Inc. - Common Stock, par value $0.01 per share (LOAR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
ABRAMS CAPITAL MANAGEMENT, L.P. 34% -14% $2,761,769,181 -$463,394,427 32,050,240 -14% Abrams Capital Management, LLC 30 Jun 2025
GPV Loar LLC 8.6% -14% $690,444,019 -$115,848,844 8,012,580 -14% GPV Loar LLC 30 Jun 2025
Capital International Investors 7.8% $497,254,352 7,312,564 Capital International Investors 31 Dec 2025
MILGRIM BRETT N 4.8% $433,473,071 4,473,868 Brett N. Milgrim 31 Dec 2024
Charles Dirkson R 4.5% -10% $360,621,881 -$46,219,175 4,185,005 -11% Dirkson R. Charles 30 Jun 2025
Blackstone Holdings I/II GP L.L.C. 3.8% -55% $241,413,124 -$281,058,416 3,550,193 -54% Blackstone Inc. 31 Dec 2025

As of 31 Dec 2025, 239 institutional investors reported holding 82,228,508 shares of Loar Holdings Inc. - Common Stock, par value $0.01 per share (LOAR). This represents 88% of the company’s total 93,426,132 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Loar Holdings Inc. - Common Stock, par value $0.01 per share (LOAR) together control 76% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
ABRAMS CAPITAL MANAGEMENT, L.P. 34% 32,050,240 0% 38% $2,179,416,320
Capital International Investors 7.7% 7,218,814 +62% 0.08% $490,879,352
VANGUARD GROUP INC 4% 3,725,576 -1.6% 0% $253,339,168
Blackstone Inc. 3.8% 3,548,506 -48% 1.1% $241,298,408
WASATCH ADVISORS LP 3.3% 3,064,965 +17% 1.2% $208,417,620
BlackRock, Inc. 2.6% 2,415,227 -29% 0% $164,235,436
BAMCO INC /NY/ 2.3% 2,119,505 +17% 0.39% $144,126,340
STATE STREET CORP 2% 1,880,955 +18% 0% $127,904,940
FEDERATED HERMES, INC. 1.6% 1,533,602 -0.36% 0.17% $104,284,936
ALLIANCEBERNSTEIN L.P. 1.6% 1,475,153 -4% 0.03% $100,310,404
UBS Group AG 1.4% 1,276,780 +266% 0.02% $86,821,040
WELLINGTON MANAGEMENT GROUP LLP 1.2% 1,084,175 +118% 0.01% $73,723,900
PRICE T ROWE ASSOCIATES INC /MD/ 1.2% 1,083,474 +0.76% 0.01% $73,677,000
Spyglass Capital Management LLC 0.97% 904,131 +6.5% 3.1% $61,480,908
TimesSquare Capital Management, LLC 0.94% 882,280 -2.7% 0.9% $59,995,040
GEODE CAPITAL MANAGEMENT, LLC 0.74% 695,416 +2.7% 0% $47,298,545
One Madison Group LLC 0.74% 688,000 +22% 5.4% $46,784,000
MORGAN STANLEY 0.73% 685,320 +24% 0% $46,601,795
NORGES BANK 0.72% 677,248 0% $46,052,864
Alyeska Investment Group, L.P. 0.69% 647,833 +16% 0.12% $44,052,644
DIMENSIONAL FUND ADVISORS LP 0.68% 636,487 +24% 0.01% $43,283,810
FRED ALGER MANAGEMENT, LLC 0.67% 628,012 -6% 0.17% $42,704,816
Capital World Investors 0.64% 600,000 0% 0.01% $40,800,000
GOLDMAN SACHS GROUP INC 0.63% 592,846 -19% 0.01% $40,313,528
JPMORGAN CHASE & CO 0.62% 576,021 +12% 0% $39,169,428

Institutional Holders of Loar Holdings Inc. - Common Stock, par value $0.01 per share (LOAR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 82,228,508 $5,591,689,478 -$10,941,312 $68.00 239
2025 Q3 82,846,035 $6,627,620,725 +$22,162,515 $80.00 228
2025 Q2 82,306,823 $7,088,113,289 +$710,503,013 $86.17 253
2025 Q1 74,311,542 $5,248,719,432 -$11,057,786 $70.65 161
2024 Q4 74,306,018 $5,491,869,214 +$462,350,288 $73.91 181
2024 Q3 67,084,301 $5,004,290,601 +$964,006,195 $74.59 138
2024 Q2 54,269,296 $2,898,526,873 +$2,898,500,466 $53.41 116