Filing Research | SARO - StandardAero, Inc. Institutional Holdings

Snapshot holdings

50 / 59 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	6.6MSH	$196.8M
2	Trinity Street Asset Management LLP	Shares	949.5KSH	$28.4M
3	DAVIDSON INVESTMENT ADVISORS	Shares	731.5KSH	$21.9M
4	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	268.2KSH	$8.0M
5	Capricorn Fund Managers Ltd	Shares	230.5KSH	$6.9M
6	KIRR MARBACH & CO LLC /IN/	Shares	230.1KSH	$6.9M
7	SeaBridge Investment Advisors LLC	Shares	225.8KSH	$6.8M
8	Y-Intercept (Hong Kong) Ltd	Shares	114.0KSH	$3.4M
9	Police & Firemen's Retirement System of New Jersey	Shares	104.1KSH	$3.1M
10	GATEWAY INVESTMENT ADVISERS LLC	Shares	92.4KSH	$2.8M
11	JOHNSON INVESTMENT COUNSEL INC	Shares	81.1KSH	$2.4M
12	First American Bank	Shares	68.5KSH	$2.1M
13	Louisiana State Employees Retirement System	Shares	55.4KSH	$1.7M
14	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	53.3KSH	$1.6M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	45.4KSH	$1.4M
16	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	39.1KSH	$1.2M
17	Blue Trust, Inc.	Shares	16.8KSH	$503.0K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	15.3KSH	$426.9K
19	SECURIAN ASSET MANAGEMENT, INC	Shares	14.0KSH	$374.1K
20	Wellspring Financial Advisors, LLC	Shares	9.2KSH	$276.4K
21	RiverPark Advisors, LLC	Shares	3.2KSH	$96.3K
22	GAMMA Investing LLC	Shares	3.0KSH	$89.8K
23	Aventura Private Wealth, LLC	Shares	2.7KSH	$79.9K
24	SIGNATUREFD, LLC	Shares	1.7KSH	$50.1K
25	Farther Finance Advisors, LLC	Shares	1.3KSH	$38.0K
26	EverSource Wealth Advisors, LLC	Shares	1.1KSH	$32.9K
27	FIRST HORIZON CORP	Shares	1.1KSH	$32.3K
28	TRUST CO OF TOLEDO NA /OH/	Shares	776SH	$23.2K
29	MassMutual Private Wealth & Trust, FSB	Shares	747SH	$22.3K
30	IFP Advisors, Inc	Shares	466SH	$13.9K
31	Financial Management Professionals, Inc.	Shares	464SH	$13.9K
32	Global X Japan Co., Ltd.	Shares	423SH	$12.7K
33	Versant Capital Management, Inc	Shares	404SH	$12.1K
34	SJS Investment Consulting Inc.	Shares	370SH	$11.1K
35	TOTH FINANCIAL ADVISORY CORP	Shares	300SH	$9.0K
36	Sachetta, LLC	Shares	221SH	$6.6K
37	Bogart Wealth, LLC	Shares	155SH	$4.6K
38	FARMERS & MERCHANTS INVESTMENTS INC	Shares	145SH	$4.3K
39	ELEVATION WEALTH PARTNERS, LLC	Shares	130SH	$3.9K
40	Marquette Asset Management, LLC	Shares	97SH	$2.9K
41	AMALGAMATED BANK	Shares	86.2KSH	$2.6K
42	Handelsbanken Fonder AB	Shares	76.7KSH	$2.3K
43	Cromwell Holdings LLC	Shares	56SH	$1.7K
44	Fortitude Family Office, LLC	Shares	48SH	$1.4K
45	Torren Management, LLC	Shares	45SH	$1.3K
46	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	43SH	$1.3K
47	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	40.9KSH	$1.2K
48	Quaker Wealth Management, LLC	Shares	30SH	$898
49	LANARK FINANCIAL, INC.	Shares	30SH	$897
50	Creative Capital Management Investments LLC	Shares	25SH	$748

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Manager changes2026-06-30 vs 2026-03-31

50 / 64 loaded

#		Instrument
1	River Road Asset Management, LLC new	Shares	+6.6M	+$196.8M	$196.8M
2	DAVIDSON INVESTMENT ADVISORS added	Shares	+124.4K	+$6.2M	$21.9M
3	Capricorn Fund Managers Ltd added	Shares	+99.8K	+$3.5M	$6.9M
4	Y-Intercept (Hong Kong) Ltd new	Shares	+114.0K	+$3.4M	$3.4M
5	SeaBridge Investment Advisors LLC added	Shares	+74.0K	+$2.8M	$6.8M
6	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+92.4K	+$2.8M	$2.8M
7	Trinity Street Asset Management LLP trimmed	Shares	-45.2K	+$2.7M	$28.4M
8	PEREGRINE CAPITAL MANAGEMENT LLC added	Shares	+60.3K	+$2.7M	$8.0M
9	First American Bank new	Shares	+68.5K	+$2.1M	$2.1M
10	KIRR MARBACH & CO LLC /IN/ added	Shares	+34.5K	+$1.8M	$6.9M
11	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+39.1K	+$1.2M	$1.2M
12	Police & Firemen's Retirement System of New Jersey added	Shares	+4.9K	+$552.0K	$3.1M
13	Blue Trust, Inc. added	Shares	+16.8K	+$501.6K	$503.0K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+15.3K	+$426.9K	$426.9K
15	JOHNSON INVESTMENT COUNSEL INC added	Shares	+1.6K	+$372.3K	$2.4M
16	Wellspring Financial Advisors, LLC new	Shares	+9.2K	+$276.4K	$276.4K
17	Louisiana State Employees Retirement System added	Shares	+400	+$236.4K	$1.7M
18	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-3.2K	+$134.6K	$1.6M
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-2.2K	+$129.2K	$1.4M
20	GAMMA Investing LLC added	Shares	+1.1K	+$39.6K	$89.8K
21	SIGNATUREFD, LLC added	Shares	+1.1K	+$35.8K	$50.1K
22	TRUST CO OF TOLEDO NA /OH/ new	Shares	+776	+$23.2K	$23.2K
23	Aventura Private Wealth, LLC added	Shares	+155	+$14.9K	$79.9K
24	SECURIAN ASSET MANAGEMENT, INC added	Shares	+18	+$13.1K	$374.1K
25	Global X Japan Co., Ltd. new	Shares	+423	+$12.7K	$12.7K
26	RiverPark Advisors, LLC trimmed	Shares	-38	+$12.2K	$96.3K
27	SJS Investment Consulting Inc. new	Shares	+370	+$11.1K	$11.1K
28	EverSource Wealth Advisors, LLC added	Shares	+189	+$9.4K	$32.9K
29	MassMutual Private Wealth & Trust, FSB added	Shares	+225	+$8.9K	$22.3K
30	FIRST HORIZON CORP added	Shares	+104	+$7.1K	$32.3K
31	Sachetta, LLC new	Shares	+221	+$6.6K	$6.6K
32	Bogart Wealth, LLC new	Shares	+155	+$4.6K	$4.6K
33	ELEVATION WEALTH PARTNERS, LLC new	Shares	+130	+$3.9K	$3.9K
34	Marquette Asset Management, LLC added	Shares	+60	+$1.9K	$2.9K
35	Financial Management Professionals, Inc. unchanged	Shares	0	+$1.9K	$13.9K
36	Fortitude Family Office, LLC new	Shares	+48	+$1.4K	$1.4K
37	Cromwell Holdings LLC added	Shares	+44	+$1.4K	$1.7K
38	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+43	+$1.3K	$1.3K
39	FARMERS & MERCHANTS INVESTMENTS INC added	Shares	+25	+$1.2K	$4.3K
40	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	+$1.2K	$9.0K
41	Quaker Wealth Management, LLC new	Shares	+30	+$898	$898
42	LANARK FINANCIAL, INC. new	Shares	+30	+$897	$897
43	Handelsbanken Fonder AB added	Shares	+18.6K	+$793	$2.3K
44	Creative Capital Management Investments LLC new	Shares	+25	+$748	$748
45	JFS WEALTH ADVISORS, LLC new	Shares	+25	+$748	$748
46	Physician Wealth Advisors, Inc. new	Shares	+18	+$539	$539
47	AMALGAMATED BANK added	Shares	+1.1K	+$381	$2.6K
48	DiNuzzo Private Wealth, Inc. new	Shares	+11	+$330	$330
49	Activest Wealth Management new	Shares	+11	+$329	$329
50	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+2.1K	+$220	$1.2K

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