LGL GROUP INC - LGL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GAMCO INVESTORS, INC. ET AL | History | Added to | 652,476 | 3,751 | 0.04% | 0.03% | 1 | +175,539 | 36.81% | Q4 2025 | Feb 05, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 491,832 | 2,828 | 0.73% | 0.9% | 2 | -16,351 | -3.22% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 160,821 | 924 | 0.0% | 0.0% | 3 | -6,200 | -3.71% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 135,677 | 780 | 0.0% | 0.0% | 4 | +478 | 0.35% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 99,240 | 570 | 0.0% | 0.0% | 5 | -1,300 | -1.29% | Q4 2025 | Feb 12, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | Added to | 87,500 | 503 | 0.32% | 0.3% | 6 | +13,500 | 18.24% | Q4 2025 | Feb 12, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 80,851 | 464 | 0.2% | 0.23% | 7 | -2 | -0.0% | Q4 2025 | Jan 30, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 37,956 | 218 | 0.0% | 0.0% | 8 | +1,328 | 3.63% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 16,486 | 94 | 0.0% | 0.0% | 9 | -2,910 | -15.0% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 12,764 | 73 | 0.0% | — | 10 | +12,764 | New | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 9,285 | 53 | 0.0% | 0.0% | 11 | +378 | 4.24% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 5,442 | 31 | 0.0% | 0.0% | 12 | -2,482 | -31.32% | Q4 2025 | May 27, 2026 |
| UMB Bank, n.a. | History | No change | 4,267 | 24 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,013 | 23 | 0.0% | 0.0% | 14 | -9 | -0.22% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | New | 174 | 1 | 0.0% | — | 15 | +174 | New | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,515 | -100.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q4 2025 | Feb 11, 2026 |