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Institutional Ownership · SEC Form 13F

Who owns IDACORP (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-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.

527
Institutional holders
57M
Shares held (tracked funds)

How the tape is positioned

144 tracked funds added or opened IDA while 82 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

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 2026-Q1 and 2026-Q2, across 527 tracked filers holding IDA, 266 increased or opened the position and 244 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 IDA 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 21

  • M&G PLC$15M
  • Boston Partners$13M
  • ExodusPoint Capital Management, LP$10M
  • Ilex Capital Partners (UK) LLP$8M
  • PDT Partners, LLC$4M
  • Verition Fund Management LLC$4M

Full exits 46

  • T. Rowe Price Investment Management, Inc.$279M
  • GW&K Investment Management, LLC$100M
  • LORD, ABBETT & CO. LLC$91M
  • Life Cycle Investment Partners Ltd$66M
  • DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$35M
  • HRT FINANCIAL LP$28M

Largest adds

  • BlackRock, Inc.$181M
  • Pictet Asset Management Holding SA$149M
  • FMR LLC$132M
  • Capital World Investors$127M
  • CITADEL ADVISORS LLC$113M
  • Invesco Ltd.$65M

Largest trims

  • NEUBERGER BERMAN GROUP LLC$54M
  • WELLINGTON MANAGEMENT GROUP LLP$37M
  • JENNISON ASSOCIATES LLC$34M
  • Zimmer Partners, LP$34M
  • PALISADE CAPITAL MANAGEMENT, LP$27M
  • VOLORIDGE INVESTMENT MANAGEMENT, LLC$10M

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
BlackRock, Inc. added6,833,539$1.0B12.7%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added3,292,407$498M6.1%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added2,495,175$378M4.6%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP trimmed2,452,290$371M4.6%2026-Q2
FMR LLC added2,207,405$334M4.1%2026-Q2
MORGAN STANLEY added2,205,940$334M4.1%2026-Q2
Capital World Investors added1,963,165$297M3.6%2026-Q2
STATE STREET CORP trimmed1,921,200$291M3.6%2026-Q2
REAVES W H & CO INC trimmed1,770,065$268M3.3%2026-Q2
Pictet Asset Management Holding SA added1,712,288$259M3.2%2026-Q2
TWO SIGMA INVESTMENTS, LP added1,439,828$218M2.7%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added1,323,491$200M2.5%2026-Q2
JENNISON ASSOCIATES LLC trimmed1,187,372$180M2.2%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed1,110,367$159M1.9%2026-Q2
CITADEL ADVISORS LLC added900,382$136M1.7%2026-Q2
NEUBERGER BERMAN GROUP LLC trimmed883,246$134M1.6%2026-Q2
Invesco Ltd. added839,489$127M1.6%2026-Q2
DIMENSIONAL FUND ADVISORS LP added759,634$115M1.4%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added672,240$102M1.2%2026-Q2
GOLDMAN SACHS GROUP INC added613,619$93M1.1%2026-Q2
VICTORY CAPITAL MANAGEMENT INC trimmed598,388$91M1.1%2026-Q2
AMERIPRISE FINANCIAL INC added593,084$90M1.1%2026-Q2
SOROS FUND MANAGEMENT LLC trimmed546,085$83M1.0%2026-Q2
UBS Group AG added518,754$78M1.0%2026-Q2
Capital Research Global Investors added513,723$78M1.0%2026-Q2
Bank of New York Mellon Corp trimmed476,822$72M0.9%2026-Q2
Boston Trust Walden Corp trimmed467,365$71M0.9%2026-Q2
Zimmer Partners, LP trimmed460,562$70M0.9%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed456,943$69M0.8%2026-Q2
NORTHERN TRUST CORP added453,552$69M0.8%2026-Q2
FIRST TRUST ADVISORS LP trimmed428,368$65M0.8%2026-Q2
Energy Income Partners, LLC added400,649$61M0.7%2026-Q2
ANCHOR CAPITAL ADVISORS LLC trimmed395,636$60M0.7%2026-Q2
FRANKLIN RESOURCES INC added394,740$60M0.7%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added384,802$58M0.7%2026-Q2
Nuveen, LLC added379,602$57M0.7%2026-Q2
BANK OF AMERICA CORP /DE/ added363,415$55M0.7%2026-Q2
VANGUARD FIDUCIARY TRUST CO added350,055$53M0.7%2026-Q2
SCHRODER INVESTMENT MANAGEMENT GROUP added331,301$50M0.6%2026-Q2
Squarepoint Ops LLC trimmed317,135$48M0.6%2026-Q2
MAIRS & POWER INC added309,970$47M0.6%2026-Q2
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed286,749$43M0.5%2026-Q2
Brookfield Corp /ON/ trimmed281,986$43M0.5%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. added281,838$43M0.5%2026-Q2
WESTWOOD HOLDINGS GROUP INC trimmed277,281$42M0.5%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed276,690$42M0.5%2026-Q2
JPMORGAN CHASE & CO added274,032$42M0.5%2026-Q2
Legal & General Group Plc added269,162$41M0.5%2026-Q2
AQR CAPITAL MANAGEMENT LLC added251,905$38M0.5%2026-Q2
SEI INVESTMENTS CO trimmed248,445$38M0.5%2026-Q2
Tidal Investments LLC added218,614$33M0.4%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed215,408$33M0.4%2026-Q2
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed213,462$32M0.4%2026-Q2
WELLS FARGO & COMPANY/MN trimmed213,236$32M0.4%2026-Q2
Arbejdsmarkedets Tillaegspension added201,800$31M0.4%2026-Q2
Tema ETFs LLC added196,574$30M0.4%2026-Q2
ProShare Advisors LLC trimmed183,870$28M0.3%2026-Q2
PALISADE CAPITAL MANAGEMENT, LP trimmed179,233$27M0.3%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added169,530$26M0.3%2026-Q2
RHUMBLINE ADVISERS added164,858$25M0.3%2026-Q2
Point72 Asset Management, L.P. added162,781$25M0.3%2026-Q2
Leeward Investments, LLC - MA trimmed159,556$24M0.3%2026-Q2
Tributary Capital Management, LLC trimmed154,069$23M0.3%2026-Q2
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed145,000$22M0.3%2026-Q2
Retirement Systems of Alabama trimmed138,407$21M0.3%2026-Q2
KENNEDY CAPITAL MANAGEMENT LLC trimmed135,592$21M0.3%2026-Q2
CITIGROUP INC added131,300$20M0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added125,788$19M0.2%2026-Q2
DEUTSCHE BANK AG\ added117,412$18M0.2%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed114,626$17M0.2%2026-Q2
Swiss National Bank added111,100$17M0.2%2026-Q2
Bridgewater Associates, LP added109,136$17M0.2%2026-Q2
Aberdeen Group plc added108,959$16M0.2%2026-Q2
Gotham Asset Management, LLC added102,668$16M0.2%2026-Q2
M&G PLC new96,949$15M0.2%2026-Q2
BW Gestao de Investimentos Ltda. trimmed95,582$14M0.2%2026-Q2
NISA INVESTMENT ADVISORS, LLC trimmed94,447$14M0.2%2026-Q2
California Public Employees Retirement System trimmed93,849$14M0.2%2026-Q2
Ceredex Value Advisors LLC trimmed90,675$14M0.2%2026-Q2
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed89,159$13M0.2%2026-Q2
Boston Partners added88,654$13M0.2%2026-Q2
ROYAL BANK OF CANADA trimmed86,360$13M0.2%2026-Q2
Quantinno Capital Management LP added84,266$13M0.2%2026-Q2
STRS OHIO trimmed81,760$12M0.2%2026-Q2
Schonfeld Strategic Advisors LLC added78,307$12M0.1%2026-Q2
Creative Planning added76,894$12M0.1%2026-Q2
Trexquant Investment LP added76,540$12M0.1%2026-Q2
Russell Investments Group, Ltd. added74,327$11M0.1%2026-Q2
Jump Financial, LLC added74,323$11M0.1%2026-Q2
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed70,441$11M0.1%2026-Q2
D. E. Shaw & Co., Inc. added65,573$10M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed64,079$10M0.1%2026-Q2
Aptus Capital Advisors, LLC added64,018$10M0.1%2026-Q2
ExodusPoint Capital Management, LP added63,397$10M0.1%2026-Q2
Aristotle Capital Boston, LLC trimmed60,429$9M0.1%2026-Q2
Allspring Global Investments Holdings, LLC trimmed58,772$9M0.1%2026-Q2
Magellan Asset Management Ltd added58,544$9M0.1%2026-Q2
GABELLI FUNDS LLC added57,462$9M0.1%2026-Q2
MILLENNIUM MANAGEMENT LLC added53,700$8M0.1%2026-Q2
Clark Capital Management Group, Inc. added52,756$8M0.1%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