LGO

Largo Inc Cross-source read$0.68 1.45%
MaterialsCUSIP 517097101· EOD Sep 11, 2026

Among active 13F managers last quarter, 2 opened and 8 added, while 4 reduced; the largest holder to move was Marshall Wace, LLP (+84%). No recent Form 4 insider filings for LGO.

Tracked 13F holders
34
14 in Q2 2026 filings
13F value (tracked)
$12.5M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
10 adding · 4 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$0.68 1.45%5Y -94.9%
$0.55$3.97$7.39$10.81$14.2320212022202320242025202616812575673436537465372386345859815436
Hover for who · click for detailEnd-of-day closing prices52w $0.58 – $2.52

Who owns LGO?

34 tracked 13F filers · ranked by shares held

34 tracked 13F filers disclose a position in LGO as of the latest SEC 13F filings, a combined $12.5M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Grantham, Mayo, Van Otterloo & Co. LLC5.1M
$3.1M
Held
Q2 2026
2DLD Asset Management, LP2.2M
$1.4M
Added
Added · +2.2M sh
Q2 2026
3West Family Investments, Inc.2.2M
Withheld
Held
Q2 2026
4Marshall Wace, LLP1.7M
$1.9M
+84%
Added · +773K sh
Q1 2026
5Renaissance Technologies LLC1.3M
$1.4M
+632%
Added · +1.1M sh
Q1 2026
6Two Sigma Investments, LP1.3M
$1.4M
+814%
Added · +1.1M sh
Q1 2026
7Sprott Inc.754K
$478K
−0.2%
Reduced · −1K sh
Q2 2026
8Brooklands Fund Management Ltd725K
$482K
−4.6%
Reduced · −35K sh
Q2 2026
9Bank Of America Corp497K
$557K
+20%
Added · +82K sh
Q1 2026
10Goldman Sachs Group Inc430K
$481K
+706%
Added · +376K sh
Q1 2026
11Jane Street Group, LLC397K
$454K
+187%
Added · +259K sh
Q1 2026
12XTX Topco Ltd194K
$218K
15×
Added · +181K sh
Q1 2026
13Centiva Capital, LP119K
$75K
−44%
Reduced · −94K sh
Q2 2026
14Russell Investments Group, Ltd.94K
$108K
−55%
Reduced · −114K sh
Q1 2026
15Nano Cap New Millennium Growth Fund L P75K
$48K
+15%
Added · +10K sh
Q2 2026
16Group One Trading LLC68K
$43K
+120%
Added · +37K sh
Q2 2026
17Royal Bank Of Canada61K
$68K
33×
Added · +59K sh
Q1 2026
18UBS Group AG44K
$50K
+148%
Added · +26K sh
Q1 2026
19Morgan Stanley38K
$42K
+277%
Added · +28K sh
Q1 2026
20Squarepoint Ops LLC24K
$27K
New
+24K sh
Q1 2026
21Mraz, Amerine & Associates, Inc.14K
$9K
Held
Q2 2026
22Geode Capital Management, LLC11K
$7K
−66%
Reduced · −21K sh
Q2 2026
23LPL Financial LLC11K
$12K
New
+11K sh
Q1 2026
24Compagnie Lombard Odier SCmA9K
$6K
Held
Q2 2026
25Federation des caisses Desjardins du Quebec6K
$4K
Held
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.

Is LGO being bought or sold by institutions?

Last quarter, 2 funds opened a new position in LGO and 8 added to an existing one, while 4 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
2
funds took a first position
Added
8
added to an existing position
Reduced
4
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own LGO also own

CompanyCo-held byTheir position there
Chevron CorpCVX17 funds$2.1B
Nvidia CorpNVDA16 funds$12.6B
Apple IncAAPL16 funds$12.2B
Alphabet Inc-CL AGOOGL16 funds$8.2B
Tesla IncTSLA16 funds$3.5B
Abbott LaboratoriesABT16 funds$2.0B
Lockheed Martin CorpLMT16 funds$1.3B
Freeport-McMoran IncFCX16 funds$849.7M
Microsoft CorpMSFT15 funds$9.6B
Amazon.com IncAMZN15 funds$8.2B
Lam Research CorpLRCX15 funds$3.5B
Johnson & JohnsonJNJ15 funds$3.4B

Ranked by how many of LGO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LGO.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

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.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
168
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
LGO is in Materials, which smart money is rotating OUT OF
$8.5B

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.

Institutional ownership over time

14 tracked filers in Q2 2026 filingsstill filing
02039Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $5.6M · 1 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for LGO

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Ask your agent what changed in LGO

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/LGO/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for LGO.
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 LGO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.