Latham Group Ownership | Who Owns Latham Group?


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Latham Group Ownership Summary


Latham Group is owned by 27.17% institutional investors, 9.20% insiders, and 63.63% 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


TypeName% Inst% Insiders% Retail
StockLatham Group27.17%9.20%63.63%
SectorIndustrials Stocks 60.63%10.30%29.07%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Voss capital4.03M3.50%$12.20M
Blackrock2.67M2.32%$8.10M
Ameriprise financial2.67M2.32%$8.10M
Victory capital management2.60M2.26%$7.88M
Vanguard group2.09M1.81%$6.32M
Formula growth1.96M1.70%$5.94M
Ewing morris & co. investment partners1.79M1.56%$5.43M
Dimensional fund advisors lp1.34M1.17%$4.07M
D. e. shaw1.01M0.88%$3.07M
Advantage alpha capital partners lp963.25K0.84%$2.92M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Ewing morris & co. investment partners1.79M3.46%$5.43M
Formula growth1.96M2.16%$5.94M
Voss capital4.03M1.22%$12.20M
Roubaix capital445.65K0.85%$1.35M
Advantage alpha capital partners lp963.25K0.64%$2.92M
Abs direct equity fund157.12K0.53%$476.08K
Elco management97.76K0.17%$296.22K
Cornercap investment counsel232.32K0.11%$703.93K
Keel point201.26K0.10%$1.11M
Bridgeway capital management694.58K0.05%$2.10M

Top Buyers

HolderShares% AssetsChange
Voss capital4.03M1.22%525.65K
Dimensional fund advisors lp1.34M0.00%234.93K
Roubaix capital445.65K0.85%227.35K
American century companies418.71K0.00%213.13K
Formula growth1.96M2.16%210.00K

Top Sellers

HolderShares% AssetsChange
Fred alger management---1.32M
Shay capital---348.15K
Victory capital management2.60M0.01%-270.25K
Premier fund managers---212.42K
Bank of america corp /de/93.70K--176.27K

New Positions

HolderShares% AssetsChangeValue
Keel point201.26K0.10%201.26K$1.11M
Rock creek group, lp100.00K0.04%100.00K$303.00K
Hillsdale investment management64.60K0.02%64.60K$195.74K
Arrowstreet capital, limited partnership45.05K0.00%45.05K$137.00K
O'shaughnessy asset management29.57K0.00%29.57K$89.60K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20241094.81%31,260,5331.80%273.67%6418.52%29-34.09%
Mar 31, 2024104-4.59%30,708,8572.32%273.97%54-12.90%4415.79%
Dec 31, 20231092.83%30,013,597-2.92%263.45%6210.71%38-5.00%
Sep 30, 20231064.95%30,915,955-6.30%273.18%5630.23%40-9.09%
Jun 30, 2023101-7.34%32,996,0481.19%293.48%43-25.86%4441.94%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Russell 2000 ETF1.06M0.92%-2.39K
Vanguard Total Stock Mkt Idx Inv1.06M0.92%-
Victory Small Cap Stock868.55K0.75%-127.52K
CT American Smaller Coms(US) InstAccGBP607.53K0.53%18.57K
Columbia Small Cap Value I599.96K0.52%-393.31K
Invesco Dorsey Wright SmallCap Momt ETF586.56K0.51%-
Avantis US Small Cap Value ETF582.58K0.50%-
Vanguard Institutional Extnd Mkt Idx Tr578.64K0.50%-
DFA US Small Cap Value I563.36K0.49%38.18K
CT (Lux) American Smaller Com 9U USD525.56K0.45%22.36K

Recent Insider Transactions


DateNameRoleActivityValue
Nov 11, 2024Bahl Sanjeev CHIEF OPERATING OFFICERSell$69.38K
Nov 11, 2024Gloe Oliver C. CHIEF FINANCIAL OFFICERBuy$51.57K
Oct 31, 2024Gloe Oliver C. CHIEF FINANCIAL OFFICERSell$65.79K
Aug 26, 2024Rajeski Scott Michael CHIEF EXECUTIVE OFFICERSell$169.07K
Aug 16, 2024Rajeski Scott Michael CHIEF EXECUTIVE OFFICERSell$200.97K

Insider Transactions Trends


DateBuySell
2024 Q411
2024 Q3-4
2024 Q2--
2024 Q117
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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