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Institutional Ownership · SEC Form 13F

Who owns IBN


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

493
Institutional holders
520M
Shares held (tracked funds)

How the tape is positioned

171 tracked funds added or opened IBN while 123 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

IBN’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in IBN 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 493 tracked filers holding IBN, 241 increased or opened the position and 295 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 IBN 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 18

  • SAMLYN CAPITAL, LLC$41M
  • Nykredit A/S$24M
  • Ovata Capital Management Ltd$12M
  • BALYASNY ASSET MANAGEMENT L.P.$4M
  • ARGA Investment Management, LP$2M
  • CAPITAL FUND MANAGEMENT S.A.$2M

Full exits 61

  • Milestone Resources Group Ltd$204M
  • Alua Capital Management LP$106M
  • SG Americas Securities, LLC$69M
  • TWO SIGMA INVESTMENTS, LP$64M
  • JANE STREET GROUP, LLC$51M
  • C WorldWide Group Holding A/S$49M

Largest adds

  • MORGAN STANLEY$333M
  • JPMORGAN CHASE & CO$328M
  • SCHRODER INVESTMENT MANAGEMENT GROUP$246M
  • WCM INVESTMENT MANAGEMENT, LLC$196M
  • Invesco Ltd.$143M
  • Hardman Johnston Global Advisors LLC$137M

Largest trims

  • GQG Partners LLC$1.1B
  • BANK OF AMERICA CORP /DE/$96M
  • Man Group plc$86M
  • D. E. Shaw & Co., Inc.$78M
  • WELLINGTON MANAGEMENT GROUP LLP$68M
  • DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$50M

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
MORGAN STANLEY added54,395,929$1.6B10.9%2026-Q2
WCM INVESTMENT MANAGEMENT, LLC trimmed51,506,124$1.5B10.4%2026-Q2
GQG Partners LLC trimmed30,898,356$897M6.2%2026-Q2
Temasek Holdings (Private) Ltd29,195,789$848M5.8%2026-Q2
Invesco Ltd. added24,413,343$709M4.9%2026-Q2
JPMORGAN CHASE & CO added22,989,740$675M4.7%2026-Q2
Robeco Institutional Asset Management B.V. added21,149,096$614M4.2%2026-Q2
SCHRODER INVESTMENT MANAGEMENT GROUP added15,758,413$463M3.2%2026-Q2
FIL Ltd trimmed13,677,943$397M2.7%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed10,376,042$301M2.1%2026-Q2
Capital International Investors trimmed9,314,287$270M1.9%2026-Q2
Ninety One UK Ltd trimmed9,183,971$267M1.8%2026-Q2
North of South Capital LLP added8,690,448$252M1.7%2026-Q2
STATE STREET CORP added8,267,205$240M1.7%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed8,248,071$239M1.7%2026-Q2
Hardman Johnston Global Advisors LLC added7,370,799$214M1.5%2026-Q2
GOLDMAN SACHS GROUP INC trimmed6,266,355$182M1.3%2026-Q2
BlackRock, Inc. trimmed6,161,353$179M1.2%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added6,116,835$178M1.2%2026-Q2
AMERICAN CENTURY COMPANIES INC trimmed5,650,701$164M1.1%2026-Q2
BAILLIE GIFFORD & CO added5,020,717$146M1.0%2026-Q2
Driehaus Capital Management LLC added4,826,120$140M1.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed4,822,675$140M1.0%2026-Q2
Ashoka WhiteOak Capital Pte Ltd trimmed4,715,543$137M0.9%2026-Q2
FRANKLIN RESOURCES INC trimmed4,666,638$135M0.9%2026-Q2
NATIONAL BANK OF CANADA /FI/ added4,661,307$135M0.9%2026-Q2
EARNEST PARTNERS LLC added4,504,348$131M0.9%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added4,441,300$129M0.9%2026-Q2
AMANSA CAPITAL PTE. LTD.4,000,000$116M0.8%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed3,991,397$116M0.8%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. added3,923,658$114M0.8%2026-Q2
Daiwa Securities Group Inc. trimmed3,921,121$114M0.8%2026-Q2
UBS Group AG added3,848,709$112M0.8%2026-Q2
DEUTSCHE BANK AG\ trimmed3,776,019$110M0.8%2026-Q2
HSBC HOLDINGS PLC trimmed3,599,666$105M0.7%2026-Q2
NORTHERN TRUST CORP trimmed3,502,852$102M0.7%2026-Q2
Pictet Asset Management Holding SA added3,497,704$102M0.7%2026-Q2
Carrhae Capital LLP trimmed3,496,179$101M0.7%2026-Q2
Man Group plc trimmed3,405,480$99M0.7%2026-Q2
Clearbridge Investments, LLC added3,320,236$96M0.7%2026-Q2
D. E. Shaw & Co., Inc. trimmed3,288,123$95M0.7%2026-Q2
LAZARD ASSET MANAGEMENT LLC trimmed3,138,547$91M0.6%2026-Q2
BSN CAPITAL PARTNERS Ltd added3,098,060$88M0.6%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed2,774,649$81M0.6%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP trimmed2,686,661$78M0.5%2026-Q2
ALLIANCEBERNSTEIN L.P. added2,606,067$67M0.5%2026-Q2
TT International Asset Management LTD added2,541,098$74M0.5%2026-Q2
Russell Investments Group, Ltd. trimmed2,495,490$72M0.5%2026-Q2
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed2,428,709$71M0.5%2026-Q2
SEI INVESTMENTS CO trimmed2,402,205$70M0.5%2026-Q2
Holocene Advisors, LP added2,332,109$68M0.5%2026-Q2
Formuepleje A/S added2,243,252$65M0.4%2026-Q2
EDMOND DE ROTHSCHILD HOLDING S.A. added1,803,724$52M0.4%2026-Q2
Fisher Asset Management, LLC trimmed1,637,458$48M0.3%2026-Q2
EFG International AG trimmed1,410,860$41M0.3%2026-Q2
SAMLYN CAPITAL, LLC new1,399,425$41M0.3%2026-Q2
E. Ohman J:or Asset Management AB added1,343,744$39M0.3%2026-Q2
Think Investments LP1,292,200$38M0.3%2026-Q2
MACKENZIE FINANCIAL CORP trimmed1,099,590$32M0.2%2026-Q2
Cullen Capital Management, LLC trimmed1,050,299$30M0.2%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added929,025$27M0.2%2026-Q2
PANAGORA ASSET MANAGEMENT INC trimmed902,516$26M0.2%2026-Q2
Rockefeller Capital Management L.P. trimmed888,558$26M0.2%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added866,858$25M0.2%2026-Q2
Nykredit A/S new827,143$24M0.2%2026-Q2
NOMURA ASSET MANAGEMENT CO LTD trimmed790,512$23M0.2%2026-Q2
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added737,314$21M0.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND trimmed733,975$21M0.1%2026-Q2
ALPS ADVISORS INC trimmed702,445$20M0.1%2026-Q2
NORDEA INVESTMENT MANAGEMENT AB added699,743$20M0.1%2026-Q2
AMERIPRISE FINANCIAL INC trimmed699,670$20M0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed692,064$20M0.1%2026-Q2
ALGEBRIS (UK) LTD added679,060$20M0.1%2026-Q2
BNP PARIBAS ASSET MANAGEMENT Holding S.A. added665,730$19M0.1%2026-Q2
PRUDENTIAL PLC663,600$19M0.1%2026-Q2
Jump Financial, LLC added653,063$19M0.1%2026-Q2
FMR LLC trimmed620,897$18M0.1%2026-Q2
Ninety One North America, Inc. trimmed606,875$18M0.1%2026-Q2
NEUBERGER BERMAN GROUP LLC added576,105$17M0.1%2026-Q2
DEPRINCE RACE & ZOLLO INC added572,617$17M0.1%2026-Q2
New Vernon Capital Holdings II LLC added569,499$17M0.1%2026-Q2
Bank of New York Mellon Corp trimmed563,056$16M0.1%2026-Q2
Crestwood Capital Management, L.P. trimmed560,822$16M0.1%2026-Q2
JONES FINANCIAL COMPANIES LLLP added552,168$16M0.1%2026-Q2
GUARDIAN CAPITAL LP added550,067$16M0.1%2026-Q2
CITIGROUP INC added548,042$16M0.1%2026-Q2
Allianz Asset Management GmbH545,543$14M0.1%2026-Q2
LPL Financial LLC added544,207$16M0.1%2026-Q2
Allspring Global Investments Holdings, LLC added502,646$15M0.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed478,999$14M0.1%2026-Q2
Quantinno Capital Management LP added475,847$14M0.1%2026-Q2
CAUSEWAY CAPITAL MANAGEMENT LLC trimmed447,935$13M0.1%2026-Q2
Capital International, Inc./CA/ trimmed444,167$13M0.1%2026-Q2
CREDIT AGRICOLE S A added438,342$13M0.1%2026-Q2
FACT Capital, LP430,329$12M0.1%2026-Q2
ROYAL BANK OF CANADA added424,346$12M0.1%2026-Q2
MARSHALL WACE, LLP trimmed415,683$12M0.1%2026-Q2
Tidal Investments LLC added409,799$12M0.1%2026-Q2
Ovata Capital Management Ltd added399,984$12M0.1%2026-Q2
RHUMBLINE ADVISERS added381,082$11M0.1%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