LOAR — Loar Holdings Inc Com Shs Institutional Holders · Q3 2026
Who owns Loar Holdings Inc Com Shs (LOAR)? 11 institutions reported holding $7.93M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Burkett Financial Services, LLC ($7.3M), Farther Finance Advisors, LLC ($368,505), Gerald Baker Financial Group LLC ($203,016).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BURKETT FINANCIAL SERVICES, LLC | $7.3M | 118,000 | Hold |
| 2 | Farther Finance Advisors, LLC | $368,505 | 5,990 | Added |
| 3 | Gerald Baker Financial Group LLC | $203,016 | 3,300 | Hold |
| 4 | GAMMA Investing LLC | $30,145 | 490 | Added |
| 5 | Versant Capital Management, Inc | $14,642 | 238 | New |
| 6 | MassMutual Private Wealth & Trust, FSB | $14,580 | 237 | Added |
| 7 | Roxbury Financial LLC | $12,304 | 200 | Trimmed |
| 8 | GK Wealth Management LLC | $9,228 | 150 | New |
| 9 | ELEVATION WEALTH PARTNERS, LLC | $8,982 | 146 | Added |
| 10 | Planning Strategies Inc. | $6,029 | 98 | Added |
| 11 | Marquette Asset Management, LLC | $493 | 8 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30