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Institutional Ownership · SEC Form 13F

Who owns IE (IE)


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

210
Institutional holders
115,190,084
Shares held (tracked funds)
79.2%
Of shares outstanding

How the tape is positioned

42 tracked funds added or opened IE while 60 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

IE’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 IE more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in IE 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 210 tracked filers holding IE, 138 increased or opened the position and 77 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 IE 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 21

  • VANGUARD CAPITAL MANAGEMENT LLC$60M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$11M
  • VANGUARD FIDUCIARY TRUST CO$9M
  • RENAISSANCE TECHNOLOGIES LLC$4M
  • TUDOR INVESTMENT CORP ET AL$4M
  • CITADEL ADVISORS LLC$3M

Full exits 7

  • VANGUARD GROUP INC$91M
  • Potrero Capital Research LLC$9M
  • MOORE CAPITAL MANAGEMENT, LP$9M
  • Kercheville Advisors, LLC$2M
  • Ghisallo Capital Management LLC$2M
  • Verition Fund Management LLC$2M

Largest adds

  • WELLINGTON MANAGEMENT GROUP LLP$17M
  • Kopernik Global Investors, LLC$14M
  • GOLDMAN SACHS GROUP INC$13M
  • BANK OF AMERICA CORP /DE/$12M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$8M
  • STATE STREET CORP$7M

Largest trims

  • PRICE T ROWE ASSOCIATES INC /MD/$60M
  • BlackRock, Inc.$60M
  • FMR LLC$59M
  • Alyeska Investment Group, L.P.$41M
  • SailingStone Capital Partners LLC$24M
  • FIL Ltd$23M

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
BlackRock, Inc. trimmed13,752,930$163M10.9%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed12,063,452$143M9.6%2026-Q1
FMR LLC trimmed10,857,989$128M8.6%2026-Q1
STATE STREET CORP added9,337,296$110M7.4%2026-Q1
Alyeska Investment Group, L.P. trimmed6,749,065$80M5.4%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added5,497,518$65M4.4%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added5,460,281$64M4.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new5,096,975$60M4.0%2026-Q1
PRIMECAP MANAGEMENT CO/CA/ added3,239,584$38M2.6%2026-Q1
SailingStone Capital Partners LLC trimmed3,048,474$36M2.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added2,560,003$30M2.0%2026-Q1
MFN Partners Management, LP2,553,191$30M2.0%2026-Q1
Goehring & Rozencwajg Associates, LLC added2,115,009$25M1.7%2026-Q1
GOLDMAN SACHS GROUP INC added2,073,780$25M1.6%2026-Q1
Kopernik Global Investors, LLC added1,784,170$21M1.4%2026-Q1
Driehaus Capital Management LLC trimmed1,524,828$18M1.2%2026-Q1
VAN ECK ASSOCIATES CORP added1,261,470$15M1.0%2026-Q1
BANK OF AMERICA CORP /DE/ added1,259,817$15M1.0%2026-Q1
Ripple Effect Asset Management LP added1,240,225$15M1.0%2026-Q1
Legal & General Group Plc added1,234,628$15M1.0%2026-Q1
MORGAN STANLEY added1,215,346$14M1.0%2026-Q1
FRANKLIN RESOURCES INC added1,119,242$13M0.9%2026-Q1
D. E. Shaw & Co., Inc. added985,722$12M0.8%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new957,430$11M0.8%2026-Q1
NORTHERN TRUST CORP added902,486$11M0.7%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed886,152$10M0.7%2026-Q1
JENNISON ASSOCIATES LLC added804,866$10M0.6%2026-Q1
Vestcor Inc added765,981$9M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new754,550$9M0.6%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added753,950$9M0.6%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed735,906$9M0.6%2026-Q1
ALPS ADVISORS INC added674,356$8M0.5%2026-Q1
Bridgewater Associates, LP added566,819$7M0.5%2026-Q1
RAFFLES ASSOCIATES LP trimmed532,077$6M0.4%2026-Q1
FIRST TRUST ADVISORS LP trimmed469,478$6M0.4%2026-Q1
ALGERT GLOBAL LLC added463,603$5M0.4%2026-Q1
Euro Pacific Asset Management, LLC added440,079$5M0.4%2026-Q1
UBS Group AG added387,758$5M0.3%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added359,200$4M0.3%2026-Q1
TUDOR INVESTMENT CORP ET AL added310,038$4M0.2%2026-Q1
BANK OF MONTREAL /CAN/ trimmed301,755$4M0.2%2026-Q1
Bank of New York Mellon Corp added289,828$3M0.2%2026-Q1
HRT FINANCIAL LP added262,037$3M0.2%2026-Q1
CITADEL ADVISORS LLC added234,210$3M0.2%2026-Q1
Walleye Capital LLC added230,423$3M0.2%2026-Q1
Swiss National Bank183,300$2M0.1%2026-Q1
Nuveen, LLC added178,628$2M0.1%2026-Q1
XTX Topco Ltd added175,076$2M0.1%2026-Q1
NATIXIS added171,583$2M0.1%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed167,738$2M0.1%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed162,845$2M0.1%2026-Q1
JPMORGAN CHASE & CO trimmed176,614$2M0.1%2026-Q1
Qube Research & Technologies Ltd new160,087$2M0.1%2026-Q1
IMC-Chicago, LLC new155,362$2M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. added113,060$2M0.1%2026-Q1
DRW Securities, LLC added151,196$2M0.1%2026-Q1
ROYAL BANK OF CANADA added150,947$2M0.1%2026-Q1
JANUS HENDERSON GROUP PLC added148,706$2M0.1%2026-Q1
GROUP ONE TRADING LLC added145,628$2M0.1%2026-Q1
Invst, LLC trimmed144,129$2M0.1%2026-Q1
TD Asset Management Inc trimmed145,240$2M0.1%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed141,056$2M0.1%2026-Q1
TWINBEECH CAPITAL LP new139,697$2M0.1%2026-Q1
Caption Management, LLC trimmed139,579$2M0.1%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. trimmed132,237$2M0.1%2026-Q1
RHUMBLINE ADVISERS added124,207$1M0.1%2026-Q1
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY added122,486$1M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added122,228$1M0.1%2026-Q1
Hudson Bay Capital Management LP new110,790$1M0.1%2026-Q1
Tidal Investments LLC added99,600$1M0.1%2026-Q1
POLEN CAPITAL MANAGEMENT LLC trimmed97,186$1M0.1%2026-Q1
DEUTSCHE BANK AG\ added93,556$1M0.1%2026-Q1
Rockefeller Capital Management L.P. added92,614$1M0.1%2026-Q1
Quantinno Capital Management LP added86,035$1M0.1%2026-Q1
LPL Financial LLC trimmed79,267$937K0.1%2026-Q1
SG Americas Securities, LLC trimmed77,728$919K0.1%2026-Q1
Russell Investments Group, Ltd. added73,716$871K0.1%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed73,527$869K0.1%2026-Q1
PDT Partners, LLC trimmed73,443$868K0.1%2026-Q1
WINTON GROUP Ltd added72,512$857K0.1%2026-Q1
Invesco Ltd. trimmed68,105$805K0.1%2026-Q1
Holocene Advisors, LP new66,905$791K0.1%2026-Q1
PEAK6 LLC new65,491$774K0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new64,114$758K0.1%2026-Q1
VANGUARD GROUP INC added5,710,475$91M6.1%2025-Q4 stale
Pentwater Capital Management LP trimmed1,250,000$16M1.1%2025-Q3 stale
Potrero Capital Research LLC trimmed588,590$9M0.6%2025-Q4 stale
MOORE CAPITAL MANAGEMENT, LP trimmed532,283$9M0.6%2025-Q4 stale
Orion Resource Partners LP trimmed889,694$5M0.3%2025-Q1 stale
EdgePoint Investment Group Inc. new737,289$4M0.3%2025-Q1 stale
Covalis Capital LLP new392,701$4M0.2%2025-Q2 stale
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed258,323$3M0.2%2025-Q3 stale
BW Gestao de Investimentos Ltda. added253,223$2M0.2%2025-Q2 stale
Kercheville Advisors, LLC trimmed114,600$2M0.1%2025-Q4 stale
CenterBook Partners LP new225,496$2M0.1%2025-Q2 stale
Ghisallo Capital Management LLC trimmed100,000$2M0.1%2025-Q4 stale
Verition Fund Management LLC added99,185$2M0.1%2025-Q4 stale
DARK FOREST CAPITAL MANAGEMENT LP added77,659$1M0.1%2025-Q4 stale
Militia Capital Partners, LP new90,000$1M0.1%2025-Q3 stale
BOSUN ASSET MANAGEMENT, LLC new114,545$1M0.1%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.

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