LVWR LiveWire Group, Inc.
Executive Summary
Three mega-passive institutional investors (Vanguard, State Street, Fidelity) increased their LiveWire positions in Q3 2025, while Morgan Stanley trimmed its stake. The net buying of ~$2.1 million is modest relative to the $244M market cap and entirely driven by index/rebalancing activity, not active fundamental conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $1.8M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Vanguard | DOUBLED | +109.4% | $2.6M | $1.4M |
| State Street | ADD | +32.9% | $2.4M | $647.0K |
| Fidelity | ADD | +32.3% | $76.0K | $20.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | TRIM | -61.9% | $393.0K | -$238.2K |
Actionable Insight
The passive nature of the buying suggests index rebalancing rather than a fundamental investment thesis. With bearish analyst consensus and no recent insider activity, this cluster does not warrant a bullish read-through. Monitor next earnings for any operational catalyst before reevaluating.
Key Facts
- Vanguard doubled its position to $2.6M (+109.4% shares, +$1.4M value).
- State Street added 32.9% to $2.4M (+$647K value).
- Fidelity added 32.3% to $76K (+$20K value).
- Morgan Stanley trimmed 61.9% to $155K (-$238K value).
- All four funds are classified as mega-passive (index/rebalancing), reducing signal quality.
- Analyst consensus is heavily bearish: 0 buy, 6 negative ratings (83% bearish).
Financial Impact
Total institutional buying of ~$2.1M (Vanguard +$1.4M, State Street +$647K, Fidelity +$20K) versus selling of ~$238K (Morgan Stanley). Net accumulation of ~$1.86M, representing ~0.76% of market cap.
Risk Factors
- 13F data is 45+ days stale; positions may have been reversed.
- Low market cap ($244M) and negative analyst sentiment increase downside risk.
- All buyers are passive funds, reducing the conviction signal from the cluster.
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-LVWR-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
2d ago
|
Institutional Cluster
| $1.18 awaiting T+20 | awaiting T+20 | — | — |
|
May 22, 2026
21d ago
|
8-K
| — | awaiting T+20 | — | — |
|
May 19, 2026
25d ago
|
8-K
| — | awaiting T+20 | — | — |
|
May 5, 2026
5w ago
|
8-K
| — | awaiting T+20 | — | — |
US Market Status
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