Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in LGL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | GAMCO INVESTORS, INC. ET AL | 671K | $4.7M | +2.8% | 12.405% | 0.05% |
| 2 | BARD ASSOCIATES INC | 490K | $3.4M | -0.4% | 9.059% | 0.85% |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 167K | $1.2M | +3.6% | 3.081% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 115K | $799K | β | 2.127% | 0.00% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 99K | $690K | 0.0% | 1.835% | 0.00% |
| 6 | CALDWELL SUTTER CAPITAL, INC. | 81K | $562K | 0.0% | 1.495% | 0.23% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 38K | $266K | +0.8% | 0.708% | 0.00% |
| 8 | VANGUARD FIDUCIARY TRUST CO | 21K | $144K | β | 0.383% | 0.00% |
| 9 | CITADEL ADVISORS LLC | 20K | $141K | β | 0.375% | 0.00% |
| 10 | ADVISOR GROUP HOLDINGS, INC. | 15K | $108K | -6.1% | 0.286% | 0.00% |
| 11 | BlackRock, Inc. | 8K | $58K | -9.6% | 0.155% | 0.00% |
| 12 | MORGAN STANLEY | 4K | $31K | -18.4% | 0.082% | 0.00% |
| 13 | UMB BANK N A/MO | 4K | $30K | 0.0% | 0.079% | 0.00% |
| 14 | Sound Income Strategies, LLC | 500 | $4K | β | 0.009% | 0.00% |
| 15 | SBI Securities Co., Ltd. | 33 | $229 | β | 0.001% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in LGL β a direct measure of their conviction.
Filings activity in LGL during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new LGL position in Q1 2026
Institutions that fully closed their LGL position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 15 | +7.1% | 32.45% | +5.96 pp | $12M | +23% |
| Q4 2025 | 14 | 6.7% | 26.49% | 1.59 pp | $10M | 5.7% |
| Q3 2025 | 15 | 6.3% | 28.08% | 5.01 pp | $10M | 15% |
| Q2 2025 | 16 | +6.7% | 33.09% | +4.30 pp | $12M | +15% |
| Q1 2025 | 15 | +0.0% | 28.79% | +2.14 pp | $11M | +8.0% |
| Q4 2024 | 15 | 21% | 26.65% | +0.33 pp | $10M | +1.2% |
| Q3 2024 | 19 | 5.0% | 26.32% | +2.31 pp | $10M | +9.6% |
| Q2 2024 | 20 | β | 24.01% | β | $9M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying LGL stock.
Based on Q1 2026 13F filings, institutional ownership of The LGL Group, Inc. stands at 32.5%, held across 15 reporting institutions.
GAMCO INVESTORS, INC. ET AL is the largest reported institutional holder of LGL, with approximately 670,781 shares worth $0.00B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of LGL, including RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for LGL is 67 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
5 institutions opened new positions in LGL during Q1 2026, while 4 fully exited. 9 added to existing positions and 1 trimmed.
LGL institutional ownership rose by 5.96 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 99.0% of all reported 13F value in LGL, 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.
The LGL Group, Inc. (LGL) Institutional Ownership