Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SWIM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Pamplona Capital Management, LLC | 51.8M | $278.4M | 0.0% | 44.328% | 58.85% |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 9.2M | $49.2M | +35.8% | 7.834% | 0.01% |
| 3 | ACK Asset Management LLC | 5.2M | $27.7M | — | 4.412% | 3.46% |
| 4 | KEYBANK NATIONAL ASSOCIATION/OH | 4.1M | $22.0M | 0.0% | 3.499% | 0.08% |
| 5 | FMR LLC | 3.7M | $19.7M | -10.8% | 3.138% | 0.00% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 3.4M | $18.1M | +16.2% | 2.881% | 0.00% |
| 7 | BlackRock, Inc. | 3.3M | $17.6M | +1.5% | 2.795% | 0.00% |
| 8 | WASATCH ADVISORS INC | 2.6M | $13.8M | -7.2% | 2.199% | 0.09% |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | $12.4M | — | 1.969% | 0.00% |
| 10 | FORMULA GROWTH LTD | 1.3M | $6.7M | +4.2% | 1.073% | 3.04% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $6.2M | +4.0% | 0.995% | 0.00% |
| 12 | GLUSKIN SHEFF & ASSOC INC | 1.1M | $6.0M | -1.7% | 0.962% | 1.00% |
| 13 | EMERALD ADVISERS, LLC | 1.0M | $5.4M | +3.2% | 0.861% | 0.17% |
| 14 | STATE STREET CORP | 948K | $5.1M | +0.9% | 0.811% | 0.00% |
| 15 | CAS Investment Partners, LLC | 929K | $5.0M | -1.5% | 0.794% | 0.29% |
| 16 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 915K | $4.9M | +12.9% | 0.782% | 0.04% |
| 17 | CenterBook Partners LP | 833K | $4.5M | -33.1% | 0.712% | 0.24% |
| 18 | CITADEL ADVISORS LLC | 829K | $4.4M | -76.1% | 0.708% | 0.00% |
| 19 | Roubaix Capital, LLC | 661K | $3.5M | -3.4% | 0.565% | 1.66% |
| 20 | EMERALD MUTUAL FUND ADVISERS TRUST | 643K | $3.5M | 0.0% | 0.549% | 0.17% |
| 21 | GOLDMAN SACHS GROUP INC | 591K | $3.2M | +23.2% | 0.505% | 0.00% |
| 22 | Ewing Morris & Co. Investment Partners Ltd. | 580K | $3.1M | -31.1% | 0.496% | 1.40% |
| 23 | RICE HALL JAMES & ASSOCIATES, LLC | 523K | $2.8M | -1.1% | 0.447% | 0.16% |
| 24 | RENAISSANCE TECHNOLOGIES LLC | 498K | $2.7M | +9.0% | 0.425% | 0.00% |
| 25 | VANGUARD PORTFOLIO MANAGEMENT LLC | 474K | $2.5M | — | 0.405% | 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 SWIM — a direct measure of their conviction.
Filings activity in SWIM during Q1 2026, grouped by how each filer changed its position.
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 | 142 | 4.1% | 87.13% | 15.83 pp | $571M | 15% |
| Q4 2025 | 148 | +8.8% | 102.96% | 29.42 pp | $674M | 22% |
| Q3 2025 | 136 | +7.9% | 132.38% | +20.56 pp | $867M | +18% |
| Q2 2025 | 126 | 3.1% | 111.82% | +3.95 pp | $732M | +3.7% |
| Q1 2025 | 130 | 7.8% | 107.87% | 11.33 pp | $706M | 9.5% |
| Q4 2024 | 141 | +7.6% | 119.20% | +78.65 pp | $781M | +194% |
| Q3 2024 | 131 | +19% | 40.55% | +26.15 pp | $266M | +182% |
| Q2 2024 | 110 | — | 14.40% | — | $94M | — |
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 |
|---|---|---|---|---|---|
| May 20, 2026 | Gloe Oliver C. | Buy | 15K | $4.90 | $74K |
| May 19, 2026 | Cline James E | Buy | 50K | $4.84 | $242K |
Quick answers to the most common questions about buying SWIM stock.
Based on Q1 2026 13F filings, institutional ownership of Latham Group, Inc. stands at 87.1%, held across 142 reporting institutions.
Pamplona Capital Management, LLC is the largest reported institutional holder of SWIM, with approximately 51,845,685 shares worth $0.28B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of SWIM, including CITADEL ADVISORS LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for SWIM is 39 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
25 institutions opened new positions in SWIM during Q1 2026, while 31 fully exited. 27 added to existing positions and 88 trimmed.
SWIM institutional ownership fell by 15.83 percentage points quarter-over-quarter, with a net change of -6 holders.
The top 10 institutions account for 81.6% of all reported 13F value in SWIM, and the top 25 account for 92.6%.
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.
Latham Group, Inc. (SWIM) Institutional Ownership