LVMH Moet Hennessy-Unsp ADRLVMUY
13F holders, Q1 2024 (March 31)62holders
1famous investor
$180.38avg. 13F price*
At the end of Q1 2024, 62 institutions reported holding LVMH Moet Hennessy-Unsp ADR (LVMUY) in their 13F filings. The largest holders were Aristotle Capital Management, LLC ($92.8M), Williams Jones Wealth Management, LLC. ($9.7M) and Academy Capital Management ($9.1M). One famous investor held it Tom Russo (0.0% of Gardner Russo & Quinn's portfolio).
- Company
- LVMH Moet Hennessy-Unsp ADR
- CUSIP
- 502441306
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $10.8M |
| Exits | 9 | $20.9M |
Ownership 62 holders
| Aristotle Capital Management, LLC | 0.17% | Reduce -3.6% | 515,026 | $92.8M |
| Williams Jones Wealth Management, LLC. | 0.12% | Reduce -21.3% | 53,571 | $9.7M |
| Academy Capital Management | 1.72% | Reduce -0.1% | 50,207 | $9.1M |
| Appleton Partners Inc. | 0.49% | Add +5.3% | 34,981 | $6.3M |
| Sustainable Growth Advisers, LP | 0.03% | New | 34,571 | $6.3M |
| Morse Asset Management, Inc | 1.54% | Add +6.9% | 33,177 | $6.0M |
| Shikiar Asset Management Inc. | 1.78% | Reduce -6.8% | 30,979 | $5.6M |
| McGinn Penninger Investment Management, Inc. | 3.64% | Add +77.5% | 30,645 | $5.5M |
| Rhumbline Advisers | 0.00% | Add +8.9% | 25,160 | $4.6M |
| Pacer Advisors, Inc. | 0.01% | Reduce -4.5% | 20,898 | $3.8M |
| Chartwell Investment Partners, LLC | 0.13% | Reduce -8.5% | 20,789 | $3.7M |
| Equitable Trust Co. | 0.24% | Add +0.8% | 19,525 | $3.5M |
| Ramirez Asset Management, Inc. | 0.63% | Reduce -3.8% | 17,258 | $3.1M |
| Hantz Financial Services, Inc. | 0.06% | Reduce -3.5% | 16,394 | $3.0M |
| MAI Capital Management | 0.03% | Add +348.5% | 15,922 | $2.9M |
| Henry James International Management Inc. | 0.87% | Add +152.7% | 15,551 | $2.8M |
| Mitchell Capital Management Co. | 0.54% | New | 15,549 | $2.8M |
| Penobscot Investment Management Company, Inc. | 0.25% | Add +33.8% | 12,860 | $2.3M |
| Madison Asset Management, LLC | 0.03% | Reduce -2.2% | 11,535 | $2.1M |
| Lederer & Associates Investment Counsel | 1.27% | Reduce -0.3% | 10,138 | $1.8M |
| DF Dent & Co. Inc. | 0.02% | Add +9.4% | 6,993 | $1.3M |
| Kornitzer Capital Management Inc. | 0.02% | Add +96.6% | 6,280 | $1.1M |
| SVB Wealth LLC | 0.02% | Add +15.7% | 5,445 | $986K |
| SkyView Investment Advisors, LLC | 0.17% | New | 4,922 | $891K |
| Confluence Investment Management LLC | 0.01% | Add +0.6% | 4,319 | $782K |
| Motco | 0.05% | Reduce -9.5% | 4,265 | $768K |
| Calydon Capital | 0.14% | Add +0.7% | 4,347 | $737K |
| Studio Investment Management LLC | 0.10% | Add +7.3% | 2,402 | $435K |
| Sandhill Capital Partners LLC | 0.03% | No change | 2,359 | $427K |
| E Fund Management Co., Ltd. | 0.02% | New | 2,224 | $403K |
| GAMMA Investing LLC | 0.08% | Add +37.6% | 2,119 | $384K |
| HighPoint Advisor Group LLC | 0.02% | Add +1.9% | 2,054 | $347K |
| Sentinel Trust Co. Lba | 0.04% | No change | 1,803 | $325K |
| Canopy Partners, LLC | 0.16% | Add +15.7% | 1,788 | $324K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 1,750 | $317K |
| ORG Partners LLC | 0.58% | Add +6945.8% | 1,691 | $304K |
| Gleason Group, Inc. | 0.06% | No change | 1,674 | $301K |
| IHT Wealth Management, LLC | 0.01% | Reduce -2.8% | 1,416 | $256K |
| Enterprise Financial Services Corp | 0.15% | Reduce -7.6% | 1,376 | $249K |
| First Horizon Advisors, Inc. | 0.01% | Add +168.3% | 1,183 | $214K |
| Gardner Russo & Quinn | 0.00% | New | 1,121 | $202K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.2% | 932 | $169K |
| Amundi | 0.00% | New | 504 | $91K |
| Boyd Watterson Asset Management LLC | 0.02% | No change | 369 | $66K |
| Ancora Advisors LLC | 0.00% | No change | 367 | $66K |
| General Partner, Inc. | 0.04% | New | 324 | $59K |
| Laffer Tengler Investments, Inc. | 0.01% | New | 241 | $44K |
| FSA Wealth Management LLC | 0.01% | No change | 111 | $20K |
| Accent Capital Management, LLC | 0.01% | No change | 87 | $16K |
| Coston, McIsaac & Partners | 0.00% | No change | 74 | $13K |
| Financial Management Professionals, Inc. | 0.00% | No change | 73 | $13K |
| Core Alternative Capital | 0.00% | New | 60 | $11K |
| West Oak Capital, LLC | 0.00% | No change | 51 | $9K |
| Hanson & Doremus Investment Management | 0.00% | New | 42 | $8K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 39 | $7K |
| Front Row Advisors LLC | 0.00% | New | 28 | $5K |
| Salomon & Ludwin, LLC | 0.00% | Add +31.6% | 25 | $5K |
| NBT Bank, N.A. | 0.00% | No change | 25 | $5K |
| Copeland Capital Management, LLC | 0.00% | No change | 23 | $4K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -57.8% | 19 | $4K |
| Richardson Financial Services Inc. | 0.00% | New | 5 | $905 |
| RFP Financial Group LLC | 0.00% | No change | 2 | $360 |
"% of holder's portfolio" is LVMUY's weight in each manager's 13F, not the share of LVMH Moet Hennessy-Unsp ADR the manager owns.