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Institutional Ownership · SEC Form 13F

Who owns Independent Bank (IBCP)


Which tracked institutional funds hold IBCP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBCP company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

174
Institutional holders
16M
Shares held (tracked funds)
79.8%
Of shares outstanding

How the tape is positioned

50 tracked funds added or opened IBCP while 21 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

IBCP’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes IBCP more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in IBCP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 173 tracked filers holding IBCP, 100 increased or opened the position and 79 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in IBCP between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 6

  • BRIDGEWAY CAPITAL MANAGEMENT, LLC$2M
  • Empowered Funds, LLC$2M
  • State of New Jersey Common Pension Fund D$1M
  • PRUDENTIAL FINANCIAL INC$1M
  • D. E. Shaw & Co., Inc.$999K
  • Atom Investors LP$910K

Full exits 14

  • ACADIAN ASSET MANAGEMENT LLC$20M
  • LSV ASSET MANAGEMENT$13M
  • CSM Advisors, LLC$7M
  • ALGEBRIS (UK) LTD$6M
  • Assenagon Asset Management S.A.$5M
  • TUDOR INVESTMENT CORP ET AL$5M

Largest adds

  • BlackRock, Inc.$11M
  • STATE STREET CORP$6M
  • Qube Research & Technologies Ltd$5M
  • CITADEL ADVISORS LLC$5M
  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC$4M
  • AMERICAN CENTURY COMPANIES INC$4M

Largest trims

  • FMR LLC$13M
  • GOLDMAN SACHS GROUP INC$3M
  • Y-Intercept (Hong Kong) Ltd$1M
  • Point72 Asset Management, L.P.$762K
  • MILLENNIUM MANAGEMENT LLC$726K
  • TEACHER RETIREMENT SYSTEM OF TEXAS$358K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added2,984,939$108M18.4%2026-Q2
DIMENSIONAL FUND ADVISORS LP added890,443$32M5.5%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed879,625$32M5.4%2026-Q2
STATE STREET CORP added824,463$30M5.1%2026-Q2
AMERICAN CENTURY COMPANIES INC added780,992$28M4.8%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added697,724$25M4.3%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added617,500$22M3.8%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added537,677$19M3.3%2026-Q2
GOLDMAN SACHS GROUP INC trimmed415,987$15M2.6%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed380,322$14M2.3%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added346,624$13M2.1%2026-Q2
JPMORGAN CHASE & CO added344,118$12M2.1%2026-Q2
Qube Research & Technologies Ltd added338,633$12M2.1%2026-Q2
Nuveen, LLC trimmed329,514$12M2.0%2026-Q2
PL Capital Advisors, LLC318,985$12M2.0%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed318,638$11M2.0%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed273,132$10M1.7%2026-Q2
MORGAN STANLEY added252,470$9M1.6%2026-Q2
Allspring Global Investments Holdings, LLC trimmed219,926$8M1.4%2026-Q2
NORTHERN TRUST CORP added219,284$8M1.4%2026-Q2
CITADEL ADVISORS LLC added211,161$8M1.3%2026-Q2
FJ Capital Management LLC203,607$7M1.3%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added202,718$7M1.3%2026-Q2
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added191,750$7M1.2%2026-Q2
ProShare Advisors LLC added191,362$7M1.2%2026-Q2
AQR CAPITAL MANAGEMENT LLC added178,957$6M1.1%2026-Q2
FEDERATED HERMES, INC. added167,623$6M1.0%2026-Q2
Bank of New York Mellon Corp added149,542$5M0.9%2026-Q2
Ategra Capital Management, LLC139,223$5M0.9%2026-Q2
VANGUARD FIDUCIARY TRUST CO added134,803$5M0.8%2026-Q2
SEI INVESTMENTS CO trimmed108,183$4M0.7%2026-Q2
MALTESE CAPITAL MANAGEMENT LLC added107,000$4M0.7%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added103,132$4M0.6%2026-Q2
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed101,839$4M0.6%2026-Q2
UBS Group AG added98,850$4M0.6%2026-Q2
Russell Investments Group, Ltd. added85,017$3M0.5%2026-Q2
AMERIPRISE FINANCIAL INC added81,804$3M0.5%2026-Q2
BARCLAYS PLC added78,002$3M0.5%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed76,229$3M0.5%2026-Q2
HSBC HOLDINGS PLC added74,150$3M0.5%2026-Q2
Point72 Asset Management, L.P. trimmed70,411$3M0.4%2026-Q2
FRANKLIN RESOURCES INC added68,028$2M0.4%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed61,331$2M0.4%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added58,934$2M0.4%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC added58,372$2M0.4%2026-Q2
Man Group plc added57,667$2M0.4%2026-Q2
Quantinno Capital Management LP added53,511$2M0.3%2026-Q2
Empowered Funds, LLC trimmed51,572$2M0.3%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed47,865$2M0.3%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added46,792$2M0.3%2026-Q2
Swiss National Bank trimmed39,300$1M0.2%2026-Q2
Campbell & CO Investment Adviser LLC added38,776$1M0.2%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. trimmed35,711$1M0.2%2026-Q2
State of New Jersey Common Pension Fund D new33,496$1M0.2%2026-Q2
PRUDENTIAL FINANCIAL INC new32,530$1M0.2%2026-Q2
MARTINGALE ASSET MANAGEMENT L P added31,504$1M0.2%2026-Q2
Invesco Ltd. trimmed30,459$1M0.2%2026-Q2
Y-Intercept (Hong Kong) Ltd trimmed30,385$1M0.2%2026-Q2
Creative Planning added30,247$1M0.2%2026-Q2
GLOBEFLEX CAPITAL L P29,228$1M0.2%2026-Q2
BAILARD, INC. added27,860$1M0.2%2026-Q2
D. E. Shaw & Co., Inc. added27,699$999K0.2%2026-Q2
HUDSON EDGE INVESTMENT PARTNERS INC. added26,424$953K0.2%2026-Q2
Atom Investors LP new25,236$910K0.2%2026-Q2
RHUMBLINE ADVISERS trimmed24,922$899K0.2%2026-Q2
WEDGE CAPITAL MANAGEMENT L L P/NC trimmed24,331$878K0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed24,104$869K0.1%2026-Q2
CITIGROUP INC added23,119$834K0.1%2026-Q2
ALLIANCEBERNSTEIN L.P.21,693$722K0.1%2026-Q2
SummerHaven Investment Management, LLC21,491$775K0.1%2026-Q2
DEUTSCHE BANK AG\ added21,069$760K0.1%2026-Q2
Cetera Investment Advisers added20,399$736K0.1%2026-Q2
Integrated Wealth Concepts LLC added18,667$673K0.1%2026-Q2
Mariner, LLC added18,233$658K0.1%2026-Q2
Mirae Asset Global Investments Co., Ltd. added17,219$621K0.1%2026-Q2
Legal & General Group Plc trimmed17,010$614K0.1%2026-Q2
Odyssean, LLC added16,902$610K0.1%2026-Q2
WELLS FARGO & COMPANY/MN added16,809$606K0.1%2026-Q2
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed16,098$581K0.1%2026-Q2
Rafferty Asset Management, LLC trimmed14,310$516K0.1%2026-Q2
Rockefeller Capital Management L.P.14,016$506K0.1%2026-Q2
Rehmann Capital Advisory Group added13,627$492K0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed13,407$484K0.1%2026-Q2
ALLSTATE CORP new12,700$458K0.1%2026-Q2
Schonfeld Strategic Advisors LLC added12,234$441K0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd12,055$435K0.1%2026-Q2
MetLife Investment Management, LLC trimmed11,743$424K0.1%2026-Q2
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO11,441$413K0.1%2026-Q2
Quadrature Capital Ltd new10,439$377K0.1%2026-Q2
EVERGREEN CAPITAL MANAGEMENT LLC added10,423$376K0.1%2026-Q2
Entropy Technologies, LP new10,400$375K0.1%2026-Q2
Vanguard Global Advisers, LLC10,397$375K0.1%2026-Q2
Boston Partners trimmed10,128$365K0.1%2026-Q2
IEQ CAPITAL, LLC added9,938$358K0.1%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added9,882$356K0.1%2026-Q2
Zurcher Kantonalbank (Zurich Cantonalbank)9,783$353K0.1%2026-Q2
CANADA PENSION PLAN INVESTMENT BOARD9,600$346K0.1%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV new9,319$336K0.1%2026-Q2
Jupiter Topco LLC new9,278$335K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed9,241$333K0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership