New Positions
2 managers initiated
Top five by reported value
The LGL Group, Inc. ASE:LGL
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
2 new4 added8 reduced3 exited
Total Institutional Holders
14
as of 2025-12-31
Top Holder
GAMCO INVESTORS, INC. ET AL
$3.8M
Largest QoQ Increase
GAMCO INVESTORS, INC. ET AL
+175,539 sh
Largest QoQ Decrease
BARD ASSOCIATES INC
-16,351 sh
New Positions(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,764 | +12,764 | $73.4K | +$73.4K | — |
| UBS Group AG | 174 | +174 | $1.0K | +$1.0K | — |
Added To(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| GAMCO INVESTORS, INC. ET AL | 652,476 | +175,539 | $3.8M | +$569.6K | 36.8% |
| VANGUARD GROUP INC | 135,677 | +478 | $780.1K | -$121.9K | 0.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 37,956 | +1,328 | $218.3K | -$26.2K | 3.6% |
| BlackRock, Inc. | 9,285 | +378 | $53.4K | -$6.0K | 4.2% |
Reduced(8)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BARD ASSOCIATES INC | 491,832 | -16,351 | $2.8M | -$562.6K | -3.2% |
| RENAISSANCE TECHNOLOGIES LLC | 160,821 | -6,200 | $924.7K | -$189.6K | -3.7% |
| DIMENSIONAL FUND ADVISORS LP | 99,240 | -1,300 | $570.6K | -$100.2K | -1.3% |
| CALDWELL SUTTER CAPITAL, INC. | 80,851 | -2 | $464.9K | -$74.6K | 0.0% |
| ADVISOR GROUP HOLDINGS, INC. | 16,486 | -2,910 | $94.8K | -$33.4K | -15.0% |
| MORGAN STANLEY | 5,442 | -2,482 | $31.3K | -$21.6K | -31.3% |
| UMB Bank, n.a. | 4,267 | 0 | $24.5K | -$3.9K | 0.0% |
| BANK OF AMERICA CORP /DE/ | 4,013 | -9 | $23.1K | -$3.8K | -0.2% |
Sold Out(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 0 | -13,515 | $0 | -$90.2K | — |
| JPMORGAN CHASE & CO | 0 | -7 | $0 | -$47 | — |
| Royal Bank of Canada | 0 | -1 | $0 | $0 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| GAMCO INVESTORS, INC. ET AL | 652,476 | $3.8M | +175,539 | 36.8% |
| BARD ASSOCIATES INC | 491,832 | $2.8M | -16,351 | -3.2% |
| RENAISSANCE TECHNOLOGIES LLC | 160,821 | $924.7K | -6,200 | -3.7% |
| VANGUARD GROUP INC | 135,677 | $780.1K | +478 | 0.3% |
| DIMENSIONAL FUND ADVISORS LP | 99,240 | $570.6K | -1,300 | -1.3% |
| CALDWELL SUTTER CAPITAL, INC. | 80,851 | $464.9K | -2 | 0.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 37,956 | $218.3K | +1,328 | 3.6% |
| ADVISOR GROUP HOLDINGS, INC. | 16,486 | $94.8K | -2,910 | -15.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,764 | $73.4K | +12,764 | — |
| BlackRock, Inc. | 9,285 | $53.4K | +378 | 4.2% |
| MORGAN STANLEY | 5,442 | $31.3K | -2,482 | -31.3% |
| UMB Bank, n.a. | 4,267 | $24.5K | 0 | 0.0% |
| BANK OF AMERICA CORP /DE/ | 4,013 | $23.1K | -9 | -0.2% |
| UBS Group AG | 174 | $1.0K | +174 | — |
New & Closed Positions this quarter
Closed Positions
3 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for LGL against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.