Loar Holdings Inc.
US ˙ NYSE

SecurityLOAR / Loar Holdings Inc.
InstitutionNorthern Trust Corp
Latest Disclosed Ownership193,133 shares
Latest Disclosed Value $ 11,064,590
Northern Trust Corp reports 2.71% decrease in ownership of LOAR / Loar Holdings Inc.

On May 14, 2026 - Northern Trust Corp filed a 13F-HR form disclosing ownership of 193,133 shares of Loar Holdings Inc. (US:LOAR) valued at $11,064,590 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 198,505 shares of Loar Holdings Inc.. This represents a change in shares of -2.71% during the quarter. The current value of the position is $12,513,087 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F LOAR HOLDINGS COM SHS 53947R105 193,133 -5,372 -2.71 11,065 -18.03 0.0003
2026-02-17 2025-12-31 13F LOAR HOLDINGS COM SHS 53947R105 198,505 26,165 15.18 13,498 -2.10 0.0017
2025-11-14 2025-09-30 13F LOAR HOLDINGS COM SHS 53947R105 172,340 16,206 10.38 13,787 2.48 0.0018
2025-08-13 2025-06-30 13F LOAR HOLDINGS COM SHS 53947R105 156,134 38,940 33.23 13,454 62.51 0.0019
2025-05-13 2025-03-31 13F LOAR HOLDINGS COM SHS 53947R105 117,194 16,615 16.52 8,280 11.38 0.0012
2025-02-14 2024-12-31 13F LOAR HOLDINGS COM SHS 53947R105 100,579 57,317 132.49 7,434 130.41 0.0011
2024-11-13 2024-09-30 13F LOAR HOLDINGS COM 53947R105 43,262 16,583 62.16 3,227 126.54 0.0005
2024-08-14 2024-06-30 13F LOAR HOLDINGS COM 53947R105 26,679 26,679 1,425 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.