Who Owns LVMUY?
— Institutional Ownership & 13F Holdings
$0.00
+0.00 (+0.00%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
49
Total Inst. Value
$129.0M
% of Float Held
—
QoQ Holder Change
+12
Institutional data as of Q1 2025
New Positions
12
Closed Positions
8
Increased
18
Decreased
9
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Aristotle Capital Management, LLC | $61.3M | 496,145 |
| 2 | Cardinal Capital Management, Inc.New | $20.6M | 165,911 |
| 3 | FIRST MANHATTAN CO. LLC. | $8.8M | 70,836 |
| 4 | Sustainable Growth Advisers, LP | $6.9M | 55,380 |
| 5 | ACADEMY CAPITAL MANAGEMENT | $6.5M | 52,092 |
| 6 | APPLETON PARTNERS INC/MANew | $5.6M | 45,197 |
| 7 | McGinn Penninger Investment Management, Inc. | $3.6M | 29,335 |
| 8 | Amundi | $2.4M | 19,200 |
| 9 | GAMMA Investing LLC | $2.1M | 255,544 |
| 10 | Henry James International Management Inc. | $1.9M | 15,550 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Aristotle Capital Management, LLC | +66 | $61.3M |
| Cardinal Capital Management, Inc.New | +166K | $20.6M |
| FIRST MANHATTAN CO. LLC. | +45K | $8.8M |
| Sustainable Growth Advisers, LP | +15K | $6.9M |
| APPLETON PARTNERS INC/MANew | +45K | $5.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Ramirez Asset Management, Inc. | -16K | $9K |
| Williams Jones Wealth Management, LLC. | -2K | $1.5M |
| Madison Asset Management, LLC | -664 | $1K |
| ACADEMY CAPITAL MANAGEMENT | -405 | $6.5M |
| Minot DeBlois Advisors LLC | -220 | $682K |
Frequently Asked Questions
How many institutional investors hold LVMUY?
As of Q1 2025, 49 institutional investors report holding LVMUY (null) in their 13F filings.
Which hedge fund owns the most LVMUY?
The largest institutional holder of LVMUY is Aristotle Capital Management, LLC with $61.3M in shares.
Are institutions buying or selling LVMUY?
This quarter, 12 institutions opened new positions in LVMUY and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.