Who owns IBOC (IBOC)
Which tracked institutional funds hold IBOC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBOC company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
72 tracked funds added or opened IBOC while 38 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
IBOC’s largest tracked holder by dollar value, VANGUARD GROUP 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 IBOC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IBOC 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 2025-Q4 and 2026-Q1, across 291 tracked filers holding IBOC, 165 increased or opened the position and 103 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 IBOC between the 2025-Q4 and 2026-Q1 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 27
- VANGUARD PORTFOLIO MANAGEMENT LLC$229M
- VANGUARD CAPITAL MANAGEMENT LLC$167M
- VANGUARD FIDUCIARY TRUST CO$24M
- Cerity Partners LLC$13M
- HRT FINANCIAL LP$9M
- Bridgewater Associates, LP$9M
Full exits 10
- VANGUARD GROUP INC$385M
- SOL Capital Management CO$13M
- Brandywine Global Investment Management, LLC$9M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$4M
- Mirae Asset Global Investments Co., Ltd.$3M
- VIRGINIA RETIREMENT SYSTEMS ET Al$3M
Largest adds
- T. Rowe Price Investment Management, Inc.$38M
- GOLDMAN SACHS GROUP INC$23M
- PRICE T ROWE ASSOCIATES INC /MD/$19M
- STATE STREET CORP$13M
- MILLENNIUM MANAGEMENT LLC$11M
- TWO SIGMA INVESTMENTS, LP$11M
Largest trims
- BlackRock, Inc.$171M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$104M
- FIRST TRUST ADVISORS LP$14M
- Azora Capital LP$13M
- ProShare Advisors LLC$9M
- Boston Trust Walden Corp$6M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 4,088,172 | $275M | 8.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,401,609 | $229M | 7.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 3,228,578 | $217M | 7.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 3,186,820 | $214M | 6.9% | 2026-Q1 |
| STATE STREET CORP added | 2,624,894 | $177M | 5.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,474,514 | $167M | 5.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,490,897 | $100M | 3.2% | 2026-Q1 |
| Azora Capital LP trimmed | 1,312,674 | $88M | 2.8% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 1,162,482 | $78M | 2.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 1,137,572 | $77M | 2.5% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 1,087,661 | $73M | 2.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 923,919 | $62M | 2.0% | 2026-Q1 |
| Tamar Securities, LLC added | 756,940 | $51M | 1.6% | 2026-Q1 |
| REINHART PARTNERS, LLC. added | 745,696 | $50M | 1.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 712,435 | $48M | 1.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 704,033 | $47M | 1.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 666,974 | $45M | 1.4% | 2026-Q1 |
| NORGES BANK trimmed | 660,129 | $42M | 1.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 544,814 | $37M | 1.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 492,860 | $33M | 1.1% | 2026-Q1 |
| Polaris Capital Management, LLC trimmed | 463,004 | $31M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 448,252 | $30M | 1.0% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 385,948 | $26M | 0.8% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 367,119 | $25M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 355,996 | $24M | 0.8% | 2026-Q1 |
| Invesco Ltd. added | 334,191 | $22M | 0.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 296,181 | $20M | 0.6% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 219,967 | $15M | 0.5% | 2026-Q1 |
| Cerity Partners LLC new | 196,860 | $13M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 194,541 | $13M | 0.4% | 2026-Q1 |
| UBS Group AG added | 172,694 | $12M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 168,582 | $11M | 0.4% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 168,247 | $11M | 0.4% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 140,193 | $10M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 138,113 | $9M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 135,520 | $9M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 135,445 | $9M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 132,676 | $9M | 0.3% | 2026-Q1 |
| CSM Advisors, LLC added | 131,745 | $9M | 0.3% | 2026-Q1 |
| MALTESE CAPITAL MANAGEMENT LLC trimmed | 131,739 | $9M | 0.3% | 2026-Q1 |
| Bridgewater Associates, LP new | 131,636 | $9M | 0.3% | 2026-Q1 |
| Eldred Rock Partners, LLC | 127,460 | $9M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 127,060 | $9M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 125,865 | $8M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 121,768 | $8M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 121,076 | $8M | 0.3% | 2026-Q1 |
| DENALI ADVISORS LLC added | 117,217 | $8M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 110,700 | $7M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 108,350 | $7M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 107,679 | $7M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 102,348 | $7M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 93,371 | $6M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 90,186 | $6M | 0.2% | 2026-Q1 |
| BW Gestao de Investimentos Ltda. added | 90,000 | $6M | 0.2% | 2026-Q1 |
| Edgestream Partners, L.P. added | 80,144 | $5M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 77,384 | $5M | 0.2% | 2026-Q1 |
| Vest Financial, LLC trimmed | 75,115 | $5M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 71,486 | $5M | 0.2% | 2026-Q1 |
| Retirement Systems of Alabama added | 66,302 | $4M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 64,017 | $4M | 0.1% | 2026-Q1 |
| Elizabeth Park Capital Advisors, Ltd. added | 62,487 | $4M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 61,335 | $4M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 59,608 | $4M | 0.1% | 2026-Q1 |
| Cresta Advisors, Ltd. | 58,563 | $4M | 0.1% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 57,867 | $4M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 56,841 | $4M | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC trimmed | 55,530 | $4M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 55,350 | $4M | 0.1% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 55,013 | $4M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 51,726 | $3M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 49,793 | $3M | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 49,038 | $3M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 47,801 | $3M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 47,253 | $3M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 46,737 | $3M | 0.1% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 46,226 | $3M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 46,160 | $3M | 0.1% | 2026-Q1 |
| Siena Capital Partners GP, LLC | 45,725 | $3M | 0.1% | 2026-Q1 |
| Westover Capital Advisors, LLC trimmed | 42,724 | $3M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 40,998 | $3M | 0.1% | 2026-Q1 |
| Trexquant Investment LP added | 40,429 | $3M | 0.1% | 2026-Q1 |
| ExodusPoint Capital Management, LP trimmed | 37,223 | $3M | 0.1% | 2026-Q1 |
| HARBOR CAPITAL ADVISORS, INC. added | 36,760 | $2M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 34,127 | $2M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC added | 32,949 | $2M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 32,000 | $2M | 0.1% | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | 31,108 | $2M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 30,998 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 5,787,369 | $385M | 12.4% | 2025-Q4 stale |
| SOL Capital Management CO trimmed | 200,265 | $13M | 0.4% | 2025-Q4 stale |
| Foundry Partners, LLC added | 172,715 | $11M | 0.4% | 2025-Q1 stale |
| ALGERT GLOBAL LLC trimmed | 154,216 | $11M | 0.3% | 2025-Q3 stale |
| Brandywine Global Investment Management, LLC trimmed | 129,565 | $9M | 0.3% | 2025-Q4 stale |
| Corebridge Financial, Inc. trimmed | 85,215 | $5M | 0.2% | 2025-Q1 stale |
| BOOTHBAY FUND MANAGEMENT, LLC new | 85,047 | $5M | 0.2% | 2025-Q1 stale |
| JACOBS ASSET MANAGEMENT, LLC trimmed | 70,000 | $4M | 0.1% | 2025-Q1 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 60,798 | $4M | 0.1% | 2025-Q4 stale |
| Mirae Asset Global Investments Co., Ltd. trimmed | 48,894 | $3M | 0.1% | 2025-Q4 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 39,680 | $3M | 0.1% | 2025-Q4 stale |
| DARK FOREST CAPITAL MANAGEMENT LP added | 35,019 | $2M | 0.1% | 2025-Q2 stale |
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.