90 tracked 13F filers disclose a position in LMRI as of the latest SEC 13F filings, a combined $222.2M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | Withheld | 3.0M | ▼−8.0% Reduced · −258K sh | Q1 2026 | |
| 2 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $20.1M | 2.3M | ▲+133% Added · +1.3M sh | Q1 2026 | |
| 3 | Janus Henderson Group Ltd. | $18.1M | 2.1M | ▲+5.4% Added · +108K sh | Q1 2026 | |
| 4 | BROWN ADVISORY INC | $14.7M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 5 | ArrowMark Colorado Holdings LLC | $14.2M | 1.7M | ▲+10% Added · +153K sh | Q1 2026 | |
| 6 | BlackRock, Inc. | $13.1M | 1.5M | ▲15× Added · +1.4M sh | Q1 2026 | |
| 7 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $11.2M | 1.3M | ▼−13% Reduced · −200K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $8.8M | 1.1M | ▲+28% Added · +242K sh | Q1 2026 | |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | $9.1M | 1.1M | →First observed position No prior filed position | Q1 2026 | |
| 10 | FMR LLC | $6.8M | 795K | ▲+17% Added · +113K sh | Q1 2026 | |
| 11 | Schonfeld Strategic Advisors LLC | $8.7M | 769K | ▲+283% Added · +568K sh | Q2 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $6.6M | 766K | ▼−25% Reduced · −254K sh | Q1 2026 | |
| 13 | MILLENNIUM MANAGEMENT LLC | $6.1M | 715K | ▼−45% Reduced · −576K sh | Q1 2026 | |
| 14 | PRINCIPAL FINANCIAL GROUP INC | $5.7M | 664K | ▲+1.2% Added · +8K sh | Q1 2026 | |
| 15 | RTW INVESTMENTS, LP | $7.3M | 650K | —Held | Q2 2026 | |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | $7.1M | 626K | ▼−7.1% Reduced · −48K sh | Q2 2026 | |
| 17 | FEDERATED HERMES, INC. | $4.9M | 570K | ▲+27% Added · +120K sh | Q1 2026 | |
| 18 | Longaeva Partners L.P. | $4.8M | 557K | ▲+179% Added · +357K sh | Q1 2026 | |
| 19 | Woodline Partners LP | $4.6M | 532K | ▼−22% Reduced · −149K sh | Q1 2026 | |
| 20 | STATE STREET CORP | $5.2M | 459K | ▲+22% Added · +82K sh | Q2 2026 | |
| 21 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $3.6M | 419K | ▼−60% Reduced · −628K sh | Q1 2026 | |
| 22 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | $4.0M | 357K | —Held | Q2 2026 | |
| 23 | FRANKLIN TEMPLETON INC | $2.8M | 323K | ▲New +323K sh | Q1 2026 | |
| 24 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $2.6M | 306K | ▲+191% Added · +201K sh | Q1 2026 | |
| 25 | Zimmer Partners, LP | $2.6M | 300K | ▼−51% Reduced · −310K sh | Q1 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.
Last quarter, 20 funds opened a new position in LMRI and 16 added to an existing one, while 10 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 48 funds | $188.9B |
| MICROSOFT CORPMSFT | 47 funds | $135.6B |
| AMAZON.COM INCAMZN | 47 funds | $95.0B |
| BROADCOM INCAVGO | 46 funds | $79.5B |
| ALPHABET INC-CL AGOOGL | 46 funds | $70.8B |
| META PLATFORMS INC-CLASS AMETA | 46 funds | $57.7B |
| VISA INC-CLASS A SHARESV | 44 funds | $35.3B |
| COSTCO WHOLESALE CORPCOST | 44 funds | $16.3B |
| BANK OF AMERICA CORPBAC | 44 funds | $15.6B |
| MICRON TECHNOLOGY INCMU | 44 funds | $13.8B |
| ADVANCED MICRO DEVICESAMD | 44 funds | $12.7B |
| INTERACTIVE BROKERS GRO-CL AIBKR | 44 funds | $1.9B |
Ranked by how many of LMRI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 19, 2026 | BRODNAX BRETT | Director | Buy (P) | 35K | $254K |
| May 14, 2026 | Cooper Henry Lee | Director | Buy (P) | 30K | $223K |
Connected entities for LMRI
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/LMRI/capital-change-brief"
Use Arkolith's capital_change_brief for LMRI. 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 LMRI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.