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Institutional Ownership · SEC Form 13F

Who owns IDR


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

137
Institutional holders
7M
Shares held (tracked funds)
46.2%
Of shares outstanding

How the tape is positioned

16 tracked funds added or opened IDR 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

IDR’s largest tracked holder by dollar value, STATE STREET CORP, 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 IDR more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in IDR 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 137 tracked filers holding IDR, 84 increased or opened the position and 73 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 IDR 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 7

  • VANGUARD CAPITAL MANAGEMENT LLC$21M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$4M
  • VANGUARD FIDUCIARY TRUST CO$3M
  • Corient Private Wealth LLC$971K
  • Man Group plc$940K
  • CVFG LLC$676K

Full exits 7

  • VANGUARD GROUP INC$31M
  • Pertento Partners LLP$9M
  • Virtu Financial LLC$1M
  • Verition Fund Management LLC$910K
  • CITIZENS FINANCIAL GROUP INC/RI$584K
  • Quantbot Technologies LP$546K

Largest adds

  • HITE Hedge Asset Management LLC$6M
  • CITIGROUP INC$5M
  • Bridgewater Associates, LP$2M
  • STATE STREET CORP$1M
  • Quantinno Capital Management LP$1M
  • PRINCIPAL FINANCIAL GROUP INC$835K

Largest trims

  • Invesco Ltd.$9M
  • BlackRock, Inc.$8M
  • VAN ECK ASSOCIATES CORP$8M
  • JANE STREET GROUP, LLC$5M
  • Informed Momentum Co LLC$4M
  • DRW Securities, LLC$3M

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
STATE STREET CORP added1,154,774$37M12.8%2026-Q1
BlackRock, Inc. added1,143,610$37M12.7%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new643,262$21M7.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added384,750$12M4.3%2026-Q1
VAN ECK ASSOCIATES CORP trimmed384,265$12M4.3%2026-Q1
HITE Hedge Asset Management LLC added297,148$10M3.3%2026-Q1
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. added207,220$7M2.3%2026-Q1
Bridgewater Associates, LP added199,849$6M2.2%2026-Q1
CITIGROUP INC added162,420$5M1.8%2026-Q1
JW Asset Management, LLC143,197$5M1.6%2026-Q1
NORTHERN TRUST CORP added133,692$4M1.5%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new127,817$4M1.4%2026-Q1
LPL Financial LLC added127,050$4M1.4%2026-Q1
MORGAN STANLEY trimmed121,508$4M1.4%2026-Q1
NAVELLIER & ASSOCIATES INC added109,881$4M1.2%2026-Q1
Nuveen, LLC added100,915$3M1.1%2026-Q1
VANGUARD FIDUCIARY TRUST CO new99,996$3M1.1%2026-Q1
AMERIPRISE FINANCIAL INC added93,953$3M1.0%2026-Q1
THAMES CAPITAL MANAGEMENT LLC91,929$3M1.0%2026-Q1
GOLDMAN SACHS GROUP INC trimmed87,455$3M1.0%2026-Q1
Bank of New York Mellon Corp trimmed76,384$2M0.8%2026-Q1
Schonfeld Strategic Advisors LLC trimmed64,104$2M0.7%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed58,673$2M0.7%2026-Q1
DIMENSIONAL FUND ADVISORS LP added58,317$2M0.6%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added53,445$2M0.6%2026-Q1
UBS Group AG added50,534$2M0.6%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC added47,794$2M0.5%2026-Q1
Round Rock Advisors LLC added43,988$1M0.5%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed43,099$1M0.5%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed41,593$1M0.5%2026-Q1
JPMORGAN CHASE & CO added45,010$1M0.4%2026-Q1
Quantinno Capital Management LP added40,111$1M0.4%2026-Q1
Cetera Investment Advisers added37,011$1M0.4%2026-Q1
Corient Private Wealth LLC new30,233$971K0.3%2026-Q1
Man Group plc added29,253$940K0.3%2026-Q1
OSAIC HOLDINGS, INC. added28,148$904K0.3%2026-Q1
Point72 Asset Management, L.P. added25,100$806K0.3%2026-Q1
World Investment Advisors trimmed24,734$794K0.3%2026-Q1
ROYAL BANK OF CANADA trimmed24,653$791K0.3%2026-Q1
CVFG LLC new21,050$676K0.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed21,048$676K0.2%2026-Q1
SEI INVESTMENTS CO trimmed19,422$624K0.2%2026-Q1
TWO SIGMA INVESTMENTS, LP added18,859$606K0.2%2026-Q1
D. E. Shaw & Co., Inc. trimmed18,570$596K0.2%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed17,907$575K0.2%2026-Q1
State of Alaska, Department of Revenue16,782$539K0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed16,243$522K0.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed15,903$511K0.2%2026-Q1
RHUMBLINE ADVISERS added15,606$501K0.2%2026-Q1
Dynamic Technology Lab Private Ltd trimmed15,115$485K0.2%2026-Q1
ALLIANCEBERNSTEIN L.P.12,000$484K0.2%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH new15,000$482K0.2%2026-Q1
MML INVESTORS SERVICES, LLC new14,849$477K0.2%2026-Q1
Harvest Investment Services, LLC new14,818$476K0.2%2026-Q1
ALPS ADVISORS INC trimmed14,151$455K0.2%2026-Q1
BARCLAYS PLC trimmed13,680$439K0.2%2026-Q1
DRW Securities, LLC trimmed13,356$429K0.1%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed13,033$419K0.1%2026-Q1
Informed Momentum Co LLC trimmed12,853$413K0.1%2026-Q1
AVIVA PLC trimmed12,638$406K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed12,575$404K0.1%2026-Q1
HSBC HOLDINGS PLC trimmed12,459$399K0.1%2026-Q1
DEUTSCHE BANK AG\ added12,330$396K0.1%2026-Q1
Janney Montgomery Scott LLC new12,248$393K0.1%2026-Q1
Vanguard Global Advisers, LLC new11,530$370K0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added10,633$342K0.1%2026-Q1
JANE STREET GROUP, LLC trimmed10,408$334K0.1%2026-Q1
Fermata Advisors, LLC added10,338$332K0.1%2026-Q1
VANGUARD GROUP INC added759,729$31M10.6%2025-Q4 stale
Pertento Partners LLP new212,791$9M3.0%2025-Q4 stale
CITADEL ADVISORS LLC trimmed93,232$3M1.1%2025-Q3 stale
Ellsworth Advisors, LLC trimmed43,483$2M0.7%2025-Q3 stale
SALEM INVESTMENT COUNSELORS INC added47,455$2M0.6%2025-Q3 stale
D.A. DAVIDSON & CO. trimmed46,872$2M0.5%2025-Q3 stale
Virtu Financial LLC added30,164$1M0.4%2025-Q4 stale
VICTORY CAPITAL MANAGEMENT INC new29,820$1M0.3%2025-Q3 stale
CANTOR FITZGERALD, L. P. trimmed27,600$933K0.3%2025-Q3 stale
Verition Fund Management LLC added22,580$910K0.3%2025-Q4 stale
Jain Global LLC added22,131$748K0.3%2025-Q3 stale
OMERS ADMINISTRATION Corp added46,200$661K0.2%2025-Q1 stale
GSA CAPITAL PARTNERS LLP trimmed18,010$609K0.2%2025-Q3 stale
CITIZENS FINANCIAL GROUP INC/RI trimmed14,500$584K0.2%2025-Q4 stale
Concentric Capital Strategies, LP new16,829$569K0.2%2025-Q3 stale
Quantbot Technologies LP added13,553$546K0.2%2025-Q4 stale
NewEdge Advisors, LLC trimmed13,532$545K0.2%2025-Q4 stale
Diametric Capital, LP new14,734$498K0.2%2025-Q3 stale
Massar Capital Management, LP new14,500$490K0.2%2025-Q3 stale
Qube Research & Technologies Ltd trimmed34,088$488K0.2%2025-Q1 stale
MANGROVE PARTNERS IM, LLC new11,486$463K0.2%2025-Q4 stale
Brevan Howard Capital Management LP trimmed11,050$445K0.2%2025-Q4 stale
State of Tennessee, Department of Treasury12,900$436K0.2%2025-Q3 stale
Jump Financial, LLC trimmed12,411$419K0.1%2025-Q3 stale
BRIGHTON JONES LLC trimmed12,343$417K0.1%2025-Q3 stale
MARSHALL WACE, LLP trimmed28,832$413K0.1%2025-Q1 stale
Dayah Capital LLC new10,000$403K0.1%2025-Q4 stale
Evernest Financial Advisors, LLC new30,250$396K0.1%2025-Q2 stale
HRT FINANCIAL LP new26,259$375K0.1%2025-Q1 stale
Baader Bank Aktiengesellschaft new11,000$372K0.1%2025-Q3 stale
ARDSLEY ADVISORY PARTNERS LP new10,000$338K0.1%2025-Q3 stale
Apis Capital Advisors, LLC new10,000$338K0.1%2025-Q3 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