Who owns IDA (IDA)
Which tracked institutional funds hold IDA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IDA 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
The tracked-fund tape on IDA is one-sided between 2025-Q4 and 2026-Q1: 191 added or opened and 56 trimmed or exited — on balance accumulating.
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
IDA’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 IDA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IDA 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 548 tracked filers holding IDA, 269 increased or opened the position and 216 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 IDA 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 29
- VANGUARD PORTFOLIO MANAGEMENT LLC$465M
- VANGUARD CAPITAL MANAGEMENT LLC$349M
- Capital World Investors$170M
- VANGUARD FIDUCIARY TRUST CO$48M
- MIZUHO MARKETS AMERICAS LLC$11M
- VANGUARD ASSET MANAGEMENT, Ltd$6M
Full exits 24
- VANGUARD GROUP INC$746M
- TWO SIGMA ADVISERS, LP$65M
- Capital International Investors$51M
- DEPRINCE RACE & ZOLLO INC$26M
- Beck Bode, LLC$20M
- BURKEHILL GLOBAL MANAGEMENT, LP$13M
Largest adds
- T. Rowe Price Investment Management, Inc.$232M
- TWO SIGMA INVESTMENTS, LP$125M
- FMR LLC$83M
- MORGAN STANLEY$45M
- STATE STREET CORP$36M
- REAVES W H & CO INC$29M
Largest trims
- Pacer Advisors, Inc.$43M
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$41M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$24M
- Invesco Ltd.$18M
- ALLIANCEBERNSTEIN L.P.$17M
- MILLENNIUM MANAGEMENT LLC$14M
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 | 5,968,708 | $853M | 10.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,252,196 | $465M | 5.5% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 2,856,235 | $408M | 4.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,443,524 | $349M | 4.1% | 2026-Q1 |
| MORGAN STANLEY added | 2,177,760 | $311M | 3.7% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 1,953,221 | $279M | 3.3% | 2026-Q1 |
| STATE STREET CORP added | 1,924,146 | $275M | 3.2% | 2026-Q1 |
| REAVES W H & CO INC trimmed | 1,800,478 | $257M | 3.0% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 1,497,342 | $214M | 2.5% | 2026-Q1 |
| FMR LLC added | 1,411,454 | $202M | 2.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,350,480 | $193M | 2.3% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 1,313,454 | $188M | 2.2% | 2026-Q1 |
| Capital World Investors new | 1,186,800 | $170M | 2.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,108,913 | $159M | 1.9% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,199,901 | $152M | 1.8% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 770,812 | $110M | 1.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 742,626 | $106M | 1.2% | 2026-Q1 |
| Zimmer Partners, LP trimmed | 723,692 | $103M | 1.2% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 699,780 | $100M | 1.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 669,831 | $96M | 1.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 667,743 | $95M | 1.1% | 2026-Q1 |
| LORD, ABBETT & CO. LLC trimmed | 638,391 | $91M | 1.1% | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC trimmed | 577,290 | $83M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 489,165 | $70M | 0.8% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 479,611 | $69M | 0.8% | 2026-Q1 |
| Life Cycle Investment Partners Ltd added | 462,875 | $66M | 0.8% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 462,865 | $66M | 0.8% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 460,740 | $66M | 0.8% | 2026-Q1 |
| Capital Research Global Investors added | 460,000 | $66M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 459,788 | $66M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 439,939 | $63M | 0.7% | 2026-Q1 |
| Invesco Ltd. trimmed | 437,071 | $62M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 418,177 | $60M | 0.7% | 2026-Q1 |
| ANCHOR CAPITAL ADVISORS LLC trimmed | 413,452 | $59M | 0.7% | 2026-Q1 |
| UBS Group AG added | 399,631 | $57M | 0.7% | 2026-Q1 |
| Energy Income Partners, LLC added | 393,961 | $56M | 0.7% | 2026-Q1 |
| Squarepoint Ops LLC added | 378,882 | $54M | 0.6% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 378,704 | $54M | 0.6% | 2026-Q1 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 376,154 | $54M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 340,389 | $49M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 335,592 | $48M | 0.6% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 320,007 | $45M | 0.5% | 2026-Q1 |
| BROOKFIELD Corp /ON/ added | 311,159 | $44M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 303,168 | $43M | 0.5% | 2026-Q1 |
| MAIRS & POWER INC trimmed | 301,377 | $43M | 0.5% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 288,360 | $41M | 0.5% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 280,497 | $40M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 271,553 | $39M | 0.5% | 2026-Q1 |
| Legal & General Group Plc trimmed | 251,863 | $36M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 250,818 | $36M | 0.4% | 2026-Q1 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC added | 242,392 | $35M | 0.4% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 240,603 | $34M | 0.4% | 2026-Q1 |
| Nuveen, LLC trimmed | 222,546 | $32M | 0.4% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 222,487 | $32M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 218,263 | $31M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 216,528 | $31M | 0.4% | 2026-Q1 |
| HRT FINANCIAL LP added | 194,483 | $28M | 0.3% | 2026-Q1 |
| ProShare Advisors LLC added | 192,654 | $28M | 0.3% | 2026-Q1 |
| Arbejdsmarkedets Tillaegspension trimmed | 183,772 | $26M | 0.3% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 180,000 | $26M | 0.3% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 168,030 | $24M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 163,389 | $23M | 0.3% | 2026-Q1 |
| Leeward Investments, LLC - MA trimmed | 162,960 | $23M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 162,124 | $23M | 0.3% | 2026-Q1 |
| Tributary Capital Management, LLC trimmed | 158,760 | $23M | 0.3% | 2026-Q1 |
| Retirement Systems of Alabama added | 147,356 | $21M | 0.2% | 2026-Q1 |
| Tidal Investments LLC added | 143,105 | $20M | 0.2% | 2026-Q1 |
| STRS OHIO added | 139,882 | $20M | 0.2% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 139,554 | $20M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 128,268 | $18M | 0.2% | 2026-Q1 |
| LVM CAPITAL MANAGEMENT LTD/MI added | 127,711 | $18M | 0.2% | 2026-Q1 |
| Tema ETFs LLC added | 118,034 | $17M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 116,667 | $17M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 116,148 | $17M | 0.2% | 2026-Q1 |
| Yaupon Capital Management LP added | 112,690 | $16M | 0.2% | 2026-Q1 |
| Aberdeen Group plc trimmed | 107,728 | $15M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 106,900 | $15M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 105,473 | $15M | 0.2% | 2026-Q1 |
| BW Gestao de Investimentos Ltda. added | 99,581 | $14M | 0.2% | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC trimmed | 99,508 | $14M | 0.2% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 96,646 | $14M | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC added | 95,983 | $14M | 0.2% | 2026-Q1 |
| Ceredex Value Advisors LLC trimmed | 95,750 | $14M | 0.2% | 2026-Q1 |
| Bridgewater Associates, LP added | 95,543 | $14M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 88,960 | $13M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 88,752 | $13M | 0.1% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 78,708 | $11M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 77,943 | $11M | 0.1% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 77,378 | $11M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 5,893,117 | $746M | 8.8% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 513,900 | $65M | 0.8% | 2025-Q4 stale |
| Capital International Investors added | 406,728 | $51M | 0.6% | 2025-Q4 stale |
| ROYAL LONDON ASSET MANAGEMENT LTD added | 227,635 | $26M | 0.3% | 2025-Q2 stale |
| DEPRINCE RACE & ZOLLO INC trimmed | 206,923 | $26M | 0.3% | 2025-Q4 stale |
| Beck Bode, LLC added | 160,150 | $20M | 0.2% | 2025-Q4 stale |
| Freestone Grove Partners LP added | 137,424 | $18M | 0.2% | 2025-Q3 stale |
| Alaska Permanent Fund Corp | 126,488 | $15M | 0.2% | 2025-Q1 stale |
| BURKEHILL GLOBAL MANAGEMENT, LP | 100,000 | $13M | 0.1% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC trimmed | 89,673 | $12M | 0.1% | 2025-Q3 stale |
| Ghisallo Capital Management LLC added | 100,000 | $12M | 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.