Among active 13F managers last quarter, 5 opened and 24 added, while 22 reduced; the largest holder to move was Disciplined Growth Investors Inc (+13%). No open-market insider trades in the last 180 days.
The legs disagree, or only one of them leans.
215 tracked 13F filers disclose a position in LGIH as of the latest SEC 13F filings, a combined $1.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.6M | $226.8M | ▲+3.6% Added · +125K sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 1.3M | $82.4M | ▲+1.5% Added · +19K sh | Q2 2026 | |
| 3 | State Street Corp | 1.2M | $76.9M | ▼−2.7% Reduced · −33K sh | Q2 2026 | |
| 4 | Dimensional Fund Advisors LP | 1.1M | $42.8M | ▼−6.8% Reduced · −79K sh | Q1 2026 | |
| 5 | Vanguard Capital Management LLC | 883K | $56.3M | ▲+1.7% Added · +14K sh | Q2 2026 | |
| 6 | River Road Asset Management, LLC | 837K | $33.1M | ▼−10% Reduced · −94K sh | Q1 2026 | |
| 7 | Disciplined Growth Investors Inc | 815K | $51.9M | ▲+13% Added · +93K sh | Q2 2026 | |
| 8 | Cdam (UK) Ltd | 725K | $46.2M | ▼−19% Reduced · −175K sh | Q2 2026 | |
| 9 | Altshuler Shaham Ltd | 714K | $45.5M | ▼−34% Reduced · −373K sh | Q2 2026 | |
| 10 | Goldman Sachs Group Inc | 658K | $26.0M | ▲+136% Added · +379K sh | Q1 2026 | |
| 11 | Citadel Advisors LLC | 581K | $37.0M | ▲23× Added · +555K sh | Q2 2026 | |
| 12 | Millennium Management LLC | 557K | $22.0M | ▲+542% Added · +470K sh | Q1 2026 | |
| 13 | Geode Capital Management, LLC | 556K | $35.4M | ▲+5.7% Added · +30K sh | Q2 2026 | |
| 14 | Frontier Capital Management Co LLC | 526K | $33.5M | ▼−16% Reduced · −103K sh | Q2 2026 | |
| 15 | Marshall Wace, LLP | 495K | $19.6M | ▲14× Added · +459K sh | Q1 2026 | |
| 16 | Charles Schwab Investment Management Inc | 492K | $19.4M | ▲+7.3% Added · +33K sh | Q1 2026 | |
| 17 | Oakum Bay Capital LLC | 365K | $14.4M | ▲+29% Added · +82K sh | Q1 2026 | |
| 18 | Two Sigma Investments, LP | 321K | $12.7M | ▲+25% Added · +64K sh | Q1 2026 | |
| 19 | Morgan Stanley | 316K | $12.5M | ▼−9.8% Reduced · −34K sh | Q1 2026 | |
| 20 | T. Rowe Price Investment Management, Inc. | 297K | Withheld | ▲New +297K sh | Q2 2026 | |
| 21 | Wasatch Advisors LP | 213K | $13.6M | ▲+16% Added · +30K sh | Q2 2026 | |
| 22 | Trexquant Investment LP | 211K | $13.5M | ▲+79% Added · +93K sh | Q2 2026 | |
| 23 | Northern Trust Corp | 190K | $7.5M | ▼−1.9% Reduced · −4K sh | Q1 2026 | |
| 24 | Gilder Gagnon Howe & Co LLC | 171K | $10.9M | ▼−1.4% Reduced · −2K sh | Q2 2026 | |
| 25 | Vanguard Fiduciary Trust Co | 135K | $8.6M | ▲+3.3% Added · +4K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 5 funds opened a new position in LGIH and 24 added to an existing one, while 22 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 110 funds | $157.1B |
| Amazon.com IncAMZN | 110 funds | $124.4B |
| Nvidia CorpNVDA | 108 funds | $264.6B |
| Alphabet Inc-CL AGOOGL | 106 funds | $108.9B |
| Micron Technology IncMU | 106 funds | $37.3B |
| JPMorgan Chase & CoJPM | 106 funds | $36.6B |
| Meta Platforms Inc-Class AMETA | 105 funds | $72.2B |
| Costco Wholesale CorpCOST | 105 funds | $23.7B |
| Apple IncAAPL | 104 funds | $183.2B |
| Arista Networks IncANET | 104 funds | $14.6B |
| Broadcom IncAVGO | 103 funds | $107.9B |
| Advanced Micro DevicesAMD | 103 funds | $40.5B |
Ranked by how many of LGIH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LGIH.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 9, 2026 | Lipar Eric Thomas | CEO and Chairman of the Board, Director, 10% Owner | Sell (S) 6 lots, same day | 40K | $1.7M |
| Mar 9, 2026 | Merdian Charles Michael | CFO and Treasurer | Sell (S) 3 lots, same day | 7K | $303K |
| Mar 9, 2026 | Snider Michael Larry | President and COO | Sell (S) 6 lots, same day | 14K | $584K |
| Mar 9, 2026 | Garber Scott James | General Counsel and Secretary | Sell (S) 3 lots, same day | 1K | $57K |
| Mar 11, 2025 | Lipar Eric Thomas | CEO and Chairman of the Board, Director, 10% Owner | Sell (S) | 3K | $265K |
| Mar 10, 2025 | Snider Michael Larry | President and COO | Sell (S) | 1K | $84K |
| Mar 11, 2024 | Garber Scott James | General Counsel and Secretary | Sell (S) 3 lots, same day | 1K | $136K |
| Mar 11, 2024 | Lipar Eric Thomas | CEO and Chairman of the Board, Director, 10% Owner | Sell (S) 3 lots, same day | 11K | $1.2M |
| Mar 11, 2024 | Merdian Charles Michael | CFO and Treasurer | Sell (S) 3 lots, same day | 6K | $712K |
| Mar 11, 2024 | Snider Michael Larry | President and COO | Sell (S) 3 lots, same day | 8K | $880K |
| Dec 21, 2023 | Smith Steven Randal | Director | Sell (S) 2 lots, same day | 1K | $197K |
| Nov 20, 2023 | Snider Michael Larry | President and COO | Sell (S) 2 lots, same day | 12K | $1.5M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 50 | 37 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 1 | 1 | -$143K |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for LGIH
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LGIH/capital-change-brief"
Use Arkolith's capital_change_brief for LGIH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LGIH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.