LVMH MOET HENNESSY LOUIS VUITTON - LVMUY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aristotle Capital Management, LLC | History | No change | 426,810 | 47,244 | 0.1% | 0.1% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | Added to | 239,139 | 21,051 | 1.16% | 1.39% | 2 | +14,894 | 6.64% | Q3 2026 | Oct 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 34,527 | 3,818 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McGinn Penninger Investment Management, Inc. | History | No change | 32,925 | 3,642 | 2.21% | 2.21% | 4 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 33,157 | 2,938 | 0.18% | 0.25% | 5 | -3,638 | -9.89% | Q3 2026 | Oct 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 9,999 | 1,106 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AR ASSET MANAGEMENT INC | History | No change | 8,500 | 940 | 0.17% | 0.17% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEIK CAPITAL MANAGEMENT | History | No change | 7,630 | 843 | 0.32% | 0.32% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Square, LLC | History | New | 8,298 | 735 | 0.32% | — | 9 | +8,298 | New | Q3 2026 | Oct 19, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 7,794 | 686 | 0.01% | 0.01% | 10 | +104 | 1.35% | Q3 2026 | Oct 01, 2026 |
| Sterling Capital Management LLC | History | Added to | 7,676 | 680 | 0.01% | 0.01% | 11 | +866 | 12.72% | Q3 2026 | Oct 22, 2026 |
| Renasant Bank | History | Added to | 7,494 | 663 | 0.45% | 0.52% | 12 | +205 | 2.81% | Q3 2026 | Nov 05, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 5,853 | 647 | 0.56% | 0.56% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Calydon Capital | History | No change | 5,156 | 570 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Trust Co | History | No change | 4,771 | 528 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DF DENT & CO INC | History | No change | 4,763 | 526 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Avengers, Inc. | History | No change | 4,650 | 514 | 0.21% | 0.21% | 17 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Wealthspire Advisors, LLC | History | No change | 4,522 | 500 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Wealth Management, LLC / MS | History | New | 5,285 | 465 | 0.14% | — | 19 | +5,285 | New | Q3 2026 | Oct 29, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 4,011 | 443 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sandhill Capital Partners LLC | History | No change | 2,359 | 260 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | No change | 1,986 | 219 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALTA CAPITAL MANAGEMENT LLC/ | History | Reduced | 2,370 | 208 | 0.02% | 0.02% | 23 | -80 | -3.27% | Q3 2026 | Oct 26, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 1,976 | 173 | 0.03% | 0.02% | 24 | +606 | 44.23% | Q3 2026 | Nov 03, 2026 |
| 10Elms LLP | History | No change | 1,500 | 165 | 0.07% | 0.07% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,740 | 153 | 0.01% | 0.02% | 27 | -2,350 | -57.46% | Q3 2026 | Oct 08, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 1,387 | 153 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 827 | 88 | 0.06% | 0.06% | 28 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 493 | 54 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | No change | 315 | 34 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 298 | 32 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| General Partner, Inc. | History | No change | 324 | 28 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 296 | 26 | 0.0% | 0.0% | 33 | +156 | 111.43% | Q3 2026 | Nov 05, 2026 |
| Park Place Capital Corp | History | No change | 110 | 12 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 123 | 10 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Coston, McIsaac & Partners | History | No change | 74 | 8 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMA Advisory Services, Inc. | History | No change | 51 | 5 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gleason Group, Inc. | History | No change | 48 | 4 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Benson Wealth Management INC | History | No change | 34 | 3 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NBT BANK, N.A. | History | No change | 25 | 2 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Winch Advisory Services, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Markowski Investments | History | No change | 22 | 1 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Cardinal Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.55% | — | -205,448 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Moran Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -51,629 | -100.0% | Q3 2026 | Oct 22, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -3,183 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Williams Jones Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,811 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -648 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2026 | Oct 26, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Transce3nd, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 26, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Sankala Group LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |