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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 2,984,939 | $108M | 18.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 890,443 | $32M | 5.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 879,625 | $32M | 5.4% | 2026-Q2 |
| STATE STREET CORP added | 824,463 | $30M | 5.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 780,992 | $28M | 4.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 697,724 | $25M | 4.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 617,500 | $22M | 3.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 537,677 | $19M | 3.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 415,987 | $15M | 2.6% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 380,322 | $14M | 2.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 346,624 | $13M | 2.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 344,118 | $12M | 2.1% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 338,633 | $12M | 2.1% | 2026-Q2 |
| Nuveen, LLC trimmed | 329,514 | $12M | 2.0% | 2026-Q2 |
| PL Capital Advisors, LLC | 318,985 | $12M | 2.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 318,638 | $11M | 2.0% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 273,132 | $10M | 1.7% | 2026-Q2 |
| MORGAN STANLEY added | 252,470 | $9M | 1.6% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 219,926 | $8M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 219,284 | $8M | 1.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 211,161 | $8M | 1.3% | 2026-Q2 |
| FJ Capital Management LLC | 203,607 | $7M | 1.3% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 202,718 | $7M | 1.3% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 191,750 | $7M | 1.2% | 2026-Q2 |
| ProShare Advisors LLC added | 191,362 | $7M | 1.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 178,957 | $6M | 1.1% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 167,623 | $6M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp added | 149,542 | $5M | 0.9% | 2026-Q2 |
| Ategra Capital Management, LLC | 139,223 | $5M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 134,803 | $5M | 0.8% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 108,183 | $4M | 0.7% | 2026-Q2 |
| MALTESE CAPITAL MANAGEMENT LLC added | 107,000 | $4M | 0.7% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 103,132 | $4M | 0.6% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 101,839 | $4M | 0.6% | 2026-Q2 |
| UBS Group AG added | 98,850 | $4M | 0.6% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 85,017 | $3M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 81,804 | $3M | 0.5% | 2026-Q2 |
| BARCLAYS PLC added | 78,002 | $3M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 76,229 | $3M | 0.5% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 74,150 | $3M | 0.5% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 70,411 | $3M | 0.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 68,028 | $2M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 61,331 | $2M | 0.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 58,934 | $2M | 0.4% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 58,372 | $2M | 0.4% | 2026-Q2 |
| Man Group plc added | 57,667 | $2M | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP added | 53,511 | $2M | 0.3% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 51,572 | $2M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 47,865 | $2M | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 46,792 | $2M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 39,300 | $1M | 0.2% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC added | 38,776 | $1M | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 35,711 | $1M | 0.2% | 2026-Q2 |
| State of New Jersey Common Pension Fund D new | 33,496 | $1M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC new | 32,530 | $1M | 0.2% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 31,504 | $1M | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 30,459 | $1M | 0.2% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 30,385 | $1M | 0.2% | 2026-Q2 |
| Creative Planning added | 30,247 | $1M | 0.2% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P | 29,228 | $1M | 0.2% | 2026-Q2 |
| BAILARD, INC. added | 27,860 | $1M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 27,699 | $999K | 0.2% | 2026-Q2 |
| HUDSON EDGE INVESTMENT PARTNERS INC. added | 26,424 | $953K | 0.2% | 2026-Q2 |
| Atom Investors LP new | 25,236 | $910K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 24,922 | $899K | 0.2% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 24,331 | $878K | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 24,104 | $869K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 23,119 | $834K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. | 21,693 | $722K | 0.1% | 2026-Q2 |
| SummerHaven Investment Management, LLC | 21,491 | $775K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 21,069 | $760K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 20,399 | $736K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 18,667 | $673K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 18,233 | $658K | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 17,219 | $621K | 0.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 17,010 | $614K | 0.1% | 2026-Q2 |
| Odyssean, LLC added | 16,902 | $610K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 16,809 | $606K | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 16,098 | $581K | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 14,310 | $516K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 14,016 | $506K | 0.1% | 2026-Q2 |
| Rehmann Capital Advisory Group added | 13,627 | $492K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 13,407 | $484K | 0.1% | 2026-Q2 |
| ALLSTATE CORP new | 12,700 | $458K | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 12,234 | $441K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 12,055 | $435K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC trimmed | 11,743 | $424K | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11,441 | $413K | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd new | 10,439 | $377K | 0.1% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 10,423 | $376K | 0.1% | 2026-Q2 |
| Entropy Technologies, LP new | 10,400 | $375K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 10,397 | $375K | 0.1% | 2026-Q2 |
| Boston Partners trimmed | 10,128 | $365K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 9,938 | $358K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 9,882 | $356K | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,783 | $353K | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD | 9,600 | $346K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 9,319 | $336K | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 9,278 | $335K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 9,241 | $333K | 0.1% | 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.
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.