Latham Group Ownership | Who Owns Latham Group?

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Latham Group Ownership Summary

Latham Group is owned by 33.65% institutional investors, 9.21% insiders, and 57.14% retail investors. Voss capital is the largest institutional shareholder, holding 3.50% of SWIM shares. iShares Russell 2000 ETF is the top mutual fund, with 0.92% of its assets in Latham Group shares.

SWIM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Latham Group	33.65%	9.21%	57.14%
Sector	Industrials Stocks	62.82%	10.55%	26.63%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Voss capital	4.03M	3.50%	$12.20M
Blackrock	2.67M	2.32%	$8.10M
Ameriprise financial	2.67M	2.32%	$8.10M
Victory capital management	2.60M	2.26%	$7.88M
Vanguard group	2.09M	1.81%	$6.32M
Formula growth	1.96M	1.70%	$5.94M
Ewing morris & co. investment partners	1.79M	1.56%	$5.43M
Dimensional fund advisors lp	1.34M	1.17%	$4.07M
D. e. shaw	1.01M	0.88%	$3.07M
Advantage alpha capital partners lp	963.25K	0.84%	$2.92M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ewing morris & co. investment partners	1.79M	3.46%	$5.43M
Formula growth	1.96M	2.16%	$5.94M
Voss capital	4.03M	1.22%	$12.20M
Roubaix capital	445.65K	0.85%	$1.35M
Advantage alpha capital partners lp	963.25K	0.64%	$2.92M
Abs direct equity fund	157.12K	0.53%	$476.08K
Elco management	97.76K	0.17%	$296.22K
Cornercap investment counsel	232.32K	0.11%	$703.93K
Keel point	201.26K	0.10%	$1.11M
Bridgeway capital management	694.58K	0.05%	$2.10M

Top Buyers

Holder	Shares	% Assets	Change
Voss capital	4.03M	1.22%	525.65K
Dimensional fund advisors lp	1.34M	0.00%	234.93K
Roubaix capital	445.65K	0.85%	227.35K
American century companies	418.71K	0.00%	213.13K
Formula growth	1.96M	2.16%	210.00K

Top Sellers

Holder	Shares	% Assets	Change
Fred alger management	-	-	-1.32M
Shay capital	-	-	-348.15K
Victory capital management	2.60M	0.01%	-270.25K
Premier fund managers	-	-	-212.42K
Bank of america corp /de/	93.70K	-	-176.27K

New Positions

Holder	Shares	% Assets	Change	Value
Keel point	201.26K	0.10%	201.26K	$1.11M
Rock creek group, lp	100.00K	0.04%	100.00K	$303.00K
Hillsdale investment management	64.60K	0.02%	64.60K	$195.74K
Arrowstreet capital, limited partnership	45.05K	0.00%	45.05K	$137.00K
O'shaughnessy asset management	29.57K	0.00%	29.57K	$89.60K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-12.00
Allspring global investments	-37.00
Opal wealth advisors	-184.00
Point72 (difc)	-960.00
Pnc financial services group	-1.06K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	134	22.94%	38,891,038	24.41%	33	4.56%	94	46.88%	26	-10.34%
Jun 30, 2024	109	4.81%	31,260,533	1.80%	27	3.67%	64	18.52%	29	-34.09%
Mar 31, 2024	104	-4.59%	30,708,857	2.32%	27	3.97%	54	-12.90%	44	15.79%
Dec 31, 2023	109	2.83%	30,013,597	-2.92%	26	3.45%	62	10.71%	38	-5.00%
Sep 30, 2023	106	4.95%	30,915,955	-6.30%	27	3.18%	56	30.23%	40	-9.09%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Russell 2000 ETF	1.06M	0.92%	-2.39K
Vanguard Total Stock Mkt Idx Inv	1.06M	0.92%	-
Victory Small Cap Stock	868.55K	0.75%	-127.52K
CT American Smaller Coms(US) InstAccGBP	607.53K	0.53%	18.57K
Columbia Small Cap Value I	599.96K	0.52%	-393.31K
Invesco Dorsey Wright SmallCap Momt ETF	586.56K	0.51%	-
Avantis US Small Cap Value ETF	582.58K	0.50%	-
Vanguard Institutional Extnd Mkt Idx Tr	578.64K	0.50%	-
DFA US Small Cap Value I	563.36K	0.49%	38.18K
CT (Lux) American Smaller Com 9U USD	525.56K	0.45%	22.36K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 11, 2024	Rajeski Scott Michael	CHIEF EXECUTIVE OFFICER	Sell	$51.09K
Dec 11, 2024	Rajeski Scott Michael	CHIEF EXECUTIVE OFFICER	Sell	$50.40K
Dec 11, 2024	Rajeski Scott Michael	CHIEF EXECUTIVE OFFICER	Sell	$83.48K
Nov 11, 2024	Bahl Sanjeev	CHIEF OPERATING OFFICER	Sell	$69.38K
Nov 11, 2024	Gloe Oliver C.	CHIEF FINANCIAL OFFICER	Buy	$51.57K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	1	5
2024 Q3	-	4
2024 Q2	-	-
2024 Q1	1	7
2023 Q4	-	-

SWIM Ownership FAQ

Who owns the most shares of Latham Group?

Latham Group’s largest shareholders are Voss capital (4.02M shares, 3.50%), Blackrock (2.67M shares, 2.32%), and Ameriprise financial (2.67M shares, 2.32%). Together, they hold 8.14% of Latham Group’s total shares outstanding.

Does Blackrock own Latham Group?

Yes, BlackRock owns 2.32% of Latham Group, totaling 2.67M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 8.1M$. In the last quarter, BlackRock decreased its holdings by -9.101K shares, a -0.34% change.

Who is Latham Group’s biggest shareholder by percentage of total assets invested?

Ewing morris & co. investment partners is Latham Group’s biggest shareholder by percentage of total assets invested, with 3.46% of its assets in 1.79M Latham Group shares, valued at 5.43M$.

Who is the top mutual fund holder of Latham Group shares?

iShares Russell 2000 ETF is the top mutual fund holder of Latham Group shares, with 0.92% of its total shares outstanding invested in 1.06M Latham Group shares.

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