Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in LGHL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | SmartHarvest Portfolios, LLC | 32K | $29K | — | 90.589% | 0.01% |
| 2 | Independent Advisor Alliance | 13K | $12K | — | 36.782% | 0.00% |
| 3 | UBS Group AG | 1K | $1K | +7.5% | 3.568% | 0.00% |
| 4 | GAMMA Investing LLC | 5 | $4 | -89.1% | 0.014% | 0.00% |
| 5 | Caitong International Asset Management Co., Ltd | 1 | $1 | — | 0.003% | 0.00% |
| 6 | MORGAN STANLEY | 1 | $1 | 0.0% | 0.003% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in LGHL — a direct measure of their conviction.
Filings activity in LGHL during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new LGHL position in Q1 2026
Institutions that fully closed their LGHL position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 6 | +0.0% | 199.99% | +0.00 pp | $0M | 56% |
| Q4 2025 | 6 | +0.0% | 199.99% | +157.78 pp | $0M | +1042% |
| Q3 2025 | 6 | 14% | 42.21% | 157.78 pp | $0M | 98% |
| Q2 2025 | 7 | +40% | 199.99% | +127.88 pp | $0M | +2505% |
| Q1 2025 | 5 | 38% | 72.11% | 82.76 pp | $0M | 53% |
| Q4 2024 | 8 | +60% | 154.87% | +46.35 pp | $0M | +43% |
| Q3 2024 | 5 | 29% | 108.52% | +40.96 pp | $0M | +61% |
| Q2 2024 | 7 | — | 67.56% | — | $0M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Apr 2, 2026 | HRT FINANCIAL LP | Buy | 32K | $0.83 | $26K |
Quick answers to the most common questions about buying LGHL stock.
Based on Q1 2026 13F filings, institutional ownership of Lion Group Holding Ltd. stands at 200.0%, held across 6 reporting institutions.
SmartHarvest Portfolios, LLC is the largest reported institutional holder of LGHL, with approximately 32,448 shares worth $0.00B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of LGHL.
Our composite Smart Money Score for LGHL is 37 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
3 institutions opened new positions in LGHL during Q1 2026, while 3 fully exited. 0 added to existing positions and 3 trimmed.
LGHL institutional ownership rose by 0.00 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 100.0% of all reported 13F value in LGHL, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Lion Group Holding Ltd. (LGHL) Institutional Ownership