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Institutional Ownership · SEC Form 13F

Who owns ICF


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

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

357
Institutional holders
20M
Shares held (tracked funds)

How the tape is positioned

55 tracked funds added or opened ICF while 22 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

ICF’s largest tracked holder by dollar value, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% 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 ICF 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 357 tracked filers holding ICF, 126 increased or opened the position and 149 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 ICF 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 8

  • TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$5M
  • CIBC Bancorp USA Inc.$2M
  • KINGSWOOD WEALTH ADVISORS, LLC$2M
  • ELEVATION POINT WEALTH PARTNERS, LLC$1M
  • Dorsey Wright & Associates$646K
  • CITIZENS FINANCIAL GROUP INC/RI$612K

Full exits 10

  • FUKOKU MUTUAL LIFE INSURANCE Co$10M
  • COMERICA BANK$2M
  • CIBC Private Wealth Group LLC$2M
  • PRINCIPAL FINANCIAL GROUP INC$2M
  • NewEdge Advisors, LLC$970K
  • J.W. COLE ADVISORS, INC.$824K

Largest adds

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$127M
  • M&T Bank Corp$27M
  • OSAIC HOLDINGS, INC.$9M
  • Foundations Investment Advisors, LLC$6M
  • Bank of New York Mellon Corp$5M
  • Innova Wealth Partners$4M

Largest trims

  • BlackRock, Inc.$11M
  • TIAA TRUST, NATIONAL ASSOCIATION$5M
  • Connecticut Wealth Management, LLC$4M
  • Koss-Olinger Consulting, LLC$4M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
  • AMERIPRISE FINANCIAL INC$1M

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).

FundSharesReported value% of valueQuarter
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added2,175,756$135M11.3%2026-Q1
JPMORGAN CHASE & CO added1,522,970$93M7.8%2026-Q1
MORGAN STANLEY added1,368,140$85M7.1%2026-Q1
BANK OF AMERICA CORP /DE/ added773,812$48M4.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added732,408$45M3.8%2026-Q1
Foundations Investment Advisors, LLC added700,801$43M3.7%2026-Q1
Cetera Investment Advisers added681,007$42M3.5%2026-Q1
ROYAL BANK OF CANADA added556,029$34M2.9%2026-Q1
M&T Bank Corp added465,931$29M2.4%2026-Q1
National Philanthropic Trust added450,569$28M2.3%2026-Q1
OSAIC HOLDINGS, INC. added445,216$28M2.3%2026-Q1
LPL Financial LLC trimmed444,386$28M2.3%2026-Q1
Bank of New York Mellon Corp added366,811$23M1.9%2026-Q1
Kestra Advisory Services, LLC added357,977$22M1.9%2026-Q1
AMG National Trust Bank added333,721$21M1.7%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH trimmed317,704$20M1.7%2026-Q1
Connecticut Wealth Management, LLC trimmed308,896$19M1.6%2026-Q1
Creative Planning trimmed293,228$18M1.5%2026-Q1
LBMC INVESTMENT ADVISORS, LLC trimmed239,252$15M1.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed239,041$15M1.2%2026-Q1
IFG Advisors, LLC trimmed234,984$15M1.2%2026-Q1
FIFTH THIRD BANCORP added230,613$14M1.2%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed230,417$14M1.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added227,485$14M1.2%2026-Q1
Pathstone Holdings, LLC trimmed208,784$13M1.1%2026-Q1
Mariner, LLC added201,180$12M1.0%2026-Q1
Brewster Financial Planning LLC added176,916$11M0.9%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added176,061$11M0.9%2026-Q1
Focus Partners Wealth trimmed166,202$10M0.9%2026-Q1
William Howard & Co Financial Advisors Inc added160,831$10M0.8%2026-Q1
UBS Group AG added148,793$9M0.8%2026-Q1
AWM CAPITAL, LLC trimmed141,490$9M0.7%2026-Q1
Corient Private Wealth LLC trimmed139,725$9M0.7%2026-Q1
HighTower Advisors, LLC trimmed134,433$8M0.7%2026-Q1
CWM, LLC added125,738$8M0.7%2026-Q1
Cresset Asset Management, LLC added125,142$8M0.7%2026-Q1
Ballentine Partners, LLC trimmed115,497$7M0.6%2026-Q1
US BANCORP \DE\ trimmed113,106$7M0.6%2026-Q1
Cullen/Frost Bankers, Inc. trimmed113,095$7M0.6%2026-Q1
MONETA GROUP INVESTMENT ADVISORS LLC added111,176$7M0.6%2026-Q1
Koss-Olinger Consulting, LLC trimmed110,420$7M0.6%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed106,043$7M0.6%2026-Q1
AMERIPRISE FINANCIAL INC trimmed92,316$6M0.5%2026-Q1
Asset Management Group, Inc. trimmed90,834$6M0.5%2026-Q1
Ifrah Financial Services, Inc. added89,767$6M0.5%2026-Q1
Garde Capital, Inc. added87,898$5M0.5%2026-Q1
NORTHERN TRUST CORP trimmed86,456$5M0.5%2026-Q1
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new84,449$5M0.4%2026-Q1
Wealthspire Retirement, LLC added78,787$5M0.4%2026-Q1
Innova Wealth Partners added73,824$5M0.4%2026-Q1
Baird Financial Group, Inc. trimmed72,823$5M0.4%2026-Q1
Equitable Holdings, Inc. added68,180$4M0.3%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added63,933$4M0.3%2026-Q1
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC added63,720$4M0.3%2026-Q1
Beacon Pointe Advisors, LLC trimmed63,034$4M0.3%2026-Q1
Modern Wealth Management, LLC trimmed60,666$4M0.3%2026-Q1
Per Stirling Capital Management, LLC. trimmed60,935$4M0.3%2026-Q1
ARBOR TRUST WEALTH ADVISORS, LLC trimmed59,711$4M0.3%2026-Q1
SOA Wealth Advisors, LLC. added58,738$4M0.3%2026-Q1
Belpointe Asset Management LLC added58,276$4M0.3%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed58,066$4M0.3%2026-Q1
Fiduciary Trust Co trimmed55,241$3M0.3%2026-Q1
Cornerstone Wealth Group, LLC trimmed40,807$3M0.2%2026-Q1
Mine & Arao Wealth Creation & Management, LLC. trimmed40,144$2M0.2%2026-Q1
D.A. DAVIDSON & CO. trimmed39,320$2M0.2%2026-Q1
HARBOR INVESTMENT ADVISORY, LLC added38,751$2M0.2%2026-Q1
Cassaday & Co Wealth Management LLC trimmed37,860$2M0.2%2026-Q1
PRINCIPAL SECURITIES, INC. added36,769$2M0.2%2026-Q1
PW Nova Financial Services LLC added35,091$2M0.2%2026-Q1
Frank, Rimerman Advisors LLC33,282$2M0.2%2026-Q1
Parkside Financial Bank & Trust added31,808$2M0.2%2026-Q1
GOLDMAN SACHS GROUP INC added31,408$2M0.2%2026-Q1
CIBC Bancorp USA Inc. new30,927$2M0.2%2026-Q1
Westside Investment Management, Inc. added30,257$2M0.2%2026-Q1
Mosley Wealth Management added30,071$2M0.2%2026-Q1
KINGSWOOD WEALTH ADVISORS, LLC added29,243$2M0.2%2026-Q1
Chicago Partners Investment Group LLC added26,929$2M0.1%2026-Q1
Capital Analysts, LLC added28,635$2M0.1%2026-Q1
TRUSTMARK BANK TRUST DEPARTMENT27,700$2M0.1%2026-Q1
Private Advisor Group, LLC trimmed27,385$2M0.1%2026-Q1
IHT Wealth Management, LLC added26,955$2M0.1%2026-Q1
Mutual Advisors, LLC added26,424$2M0.1%2026-Q1
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed25,440$2M0.1%2026-Q1
Avior Wealth Management, LLC trimmed24,781$2M0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed23,095$1M0.1%2026-Q1
Capital Investment Advisors, LLC trimmed23,031$1M0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed22,498$1M0.1%2026-Q1
Greykasell Wealth Strategies, Inc. trimmed22,442$1M0.1%2026-Q1
FUKOKU MUTUAL LIFE INSURANCE Co174,000$10M0.9%2025-Q4 stale
Alexis Investment Partners, LLC added105,278$6M0.5%2025-Q1 stale
AVANTAX ADVISORY SERVICES, INC. added94,836$6M0.5%2025-Q2 stale
Family Firm, Inc. added79,464$5M0.4%2025-Q2 stale
Pinnacle Family Advisors, LLC trimmed47,188$3M0.2%2025-Q1 stale
Atria Wealth Solutions, Inc. trimmed46,103$3M0.2%2025-Q2 stale
FIRST NATIONAL CORP /MA/ /ADV added38,374$2M0.2%2025-Q3 stale
COMERICA BANK trimmed37,215$2M0.2%2025-Q4 stale
Elios Financial Group Inc. added34,857$2M0.2%2025-Q2 stale
CIBC Private Wealth Group LLC31,127$2M0.2%2025-Q4 stale
PEDDOCK CAPITAL ADVISORS, LLC added27,081$2M0.1%2025-Q1 stale
PRINCIPAL FINANCIAL GROUP INC added27,461$2M0.1%2025-Q4 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.

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