Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in LTRX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | NEEDHAM INVESTMENT MANAGEMENT LLC | 3.1M | $18.5M | β | 7.936% | 0.56% |
| 2 | BlackRock, Inc. | 2.2M | $13.1M | +639.5% | 5.594% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | $9.1M | +5.8% | 3.906% | 0.00% |
| 4 | STATE STREET CORP | 1.4M | $8.1M | +447.1% | 3.479% | 0.00% |
| 5 | AWM Investment Company, Inc. | 1.3M | $7.3M | β | 3.149% | 0.64% |
| 6 | ROYCE & ASSOCIATES LP | 1.2M | $7.2M | +47.2% | 3.064% | 0.06% |
| 7 | HEARTLAND ADVISORS INC | 900K | $5.3M | 0.0% | 2.268% | 0.24% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 897K | $5.3M | +124.7% | 2.260% | 0.00% |
| 9 | TWO SIGMA INVESTMENTS, LP | 838K | $4.9M | +59.8% | 2.112% | 0.00% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 815K | $4.8M | +2.1% | 2.054% | 0.00% |
| 11 | CITADEL ADVISORS LLC | 810K | $4.8M | +195.3% | 2.042% | 0.00% |
| 12 | RENAISSANCE TECHNOLOGIES LLC | 765K | $4.5M | +10.8% | 1.927% | 0.01% |
| 13 | JACOBS LEVY EQUITY MANAGEMENT, INC | 739K | $4.3M | +83.0% | 1.861% | 0.02% |
| 14 | Manatuck Hill Partners, LLC | 677K | $4.0M | +38.0% | 1.706% | 1.32% |
| 15 | ESSEX INVESTMENT MANAGEMENT CO LLC | 662K | $3.9M | +93.3% | 1.668% | 0.51% |
| 16 | Soviero Asset Management, LP | 580K | $3.4M | -10.8% | 1.461% | 1.43% |
| 17 | DEUTSCHE BANK AG\ | 566K | $3.3M | +6.7% | 1.425% | 0.00% |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 559K | $3.3M | -40.8% | 1.409% | 0.00% |
| 19 | MORGAN STANLEY | 546K | $3.2M | +16.8% | 1.376% | 0.00% |
| 20 | Qube Research & Technologies Ltd | 500K | $2.9M | +136.9% | 1.260% | 0.00% |
| 21 | Trexquant Investment LP | 488K | $2.9M | +126.6% | 1.229% | 0.02% |
| 22 | BALYASNY ASSET MANAGEMENT L.P. | 425K | $2.5M | β | 1.071% | 0.00% |
| 23 | Inspire Investing, LLC | 336K | $2.0M | β | 0.846% | 0.08% |
| 24 | NANO CAP NEW MILLENNIUM GROWTH FUND L P | 305K | $1.8M | +10.9% | 0.768% | 1.38% |
| 25 | GOLDMAN SACHS GROUP INC | 302K | $1.8M | +94.7% | 0.761% | 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 LTRX β a direct measure of their conviction.
Filings activity in LTRX during Q2 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 122 | +17% | 70.92% | +27.77 pp | $160M | +83% |
| Q1 2026 | 104 | +33% | 43.15% | +7.29 pp | $87M | +6.0% |
| Q4 2025 | 78 | +13% | 35.86% | +4.23 pp | $82M | +45% |
| Q3 2025 | 69 | +33% | 31.63% | +4.50 pp | $57M | +86% |
| Q2 2025 | 52 | 7.1% | 27.13% | 3.13 pp | $31M | +3.2% |
| Q1 2025 | 56 | 22% | 30.26% | 1.23 pp | $30M | 39% |
| Q4 2024 | 72 | 8.9% | 31.49% | 1.06 pp | $49M | 4.2% |
| Q3 2024 | 79 | β | 32.55% | β | $51M | 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 LTRX stock.
Based on Q2 2026 13F filings, institutional ownership of Lantronix, Inc. stands at 70.9%, held across 122 reporting institutions.
NEEDHAM INVESTMENT MANAGEMENT LLC is the largest reported institutional holder of LTRX, with approximately 3,150,000 shares worth $0.02B as of Q2 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of LTRX, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for LTRX is 76 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
38 institutions opened new positions in LTRX during Q2 2026, while 19 fully exited. 72 added to existing positions and 12 trimmed.
LTRX institutional ownership rose by 27.77 percentage points quarter-over-quarter, with a net change of +18 holders.
The top 10 institutions account for 52.4% of all reported 13F value in LTRX, and the top 25 account for 82.8%.
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.
Lantronix, Inc. (LTRX) Institutional Ownership