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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 13,752,930 | $163M | 10.9% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 12,063,452 | $143M | 9.6% | 2026-Q1 |
| FMR LLC trimmed | 10,857,989 | $128M | 8.6% | 2026-Q1 |
| STATE STREET CORP added | 9,337,296 | $110M | 7.4% | 2026-Q1 |
| Alyeska Investment Group, L.P. trimmed | 6,749,065 | $80M | 5.4% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 5,497,518 | $65M | 4.4% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 5,460,281 | $64M | 4.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,096,975 | $60M | 4.0% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ added | 3,239,584 | $38M | 2.6% | 2026-Q1 |
| SailingStone Capital Partners LLC trimmed | 3,048,474 | $36M | 2.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,560,003 | $30M | 2.0% | 2026-Q1 |
| MFN Partners Management, LP | 2,553,191 | $30M | 2.0% | 2026-Q1 |
| Goehring & Rozencwajg Associates, LLC added | 2,115,009 | $25M | 1.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,073,780 | $25M | 1.6% | 2026-Q1 |
| Kopernik Global Investors, LLC added | 1,784,170 | $21M | 1.4% | 2026-Q1 |
| Driehaus Capital Management LLC trimmed | 1,524,828 | $18M | 1.2% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 1,261,470 | $15M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,259,817 | $15M | 1.0% | 2026-Q1 |
| Ripple Effect Asset Management LP added | 1,240,225 | $15M | 1.0% | 2026-Q1 |
| Legal & General Group Plc added | 1,234,628 | $15M | 1.0% | 2026-Q1 |
| MORGAN STANLEY added | 1,215,346 | $14M | 1.0% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,119,242 | $13M | 0.9% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 985,722 | $12M | 0.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 957,430 | $11M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 902,486 | $11M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 886,152 | $10M | 0.7% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 804,866 | $10M | 0.6% | 2026-Q1 |
| Vestcor Inc added | 765,981 | $9M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 754,550 | $9M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 753,950 | $9M | 0.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 735,906 | $9M | 0.6% | 2026-Q1 |
| ALPS ADVISORS INC added | 674,356 | $8M | 0.5% | 2026-Q1 |
| Bridgewater Associates, LP added | 566,819 | $7M | 0.5% | 2026-Q1 |
| RAFFLES ASSOCIATES LP trimmed | 532,077 | $6M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 469,478 | $6M | 0.4% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 463,603 | $5M | 0.4% | 2026-Q1 |
| Euro Pacific Asset Management, LLC added | 440,079 | $5M | 0.4% | 2026-Q1 |
| UBS Group AG added | 387,758 | $5M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 359,200 | $4M | 0.3% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 310,038 | $4M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 301,755 | $4M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 289,828 | $3M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 262,037 | $3M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 234,210 | $3M | 0.2% | 2026-Q1 |
| Walleye Capital LLC added | 230,423 | $3M | 0.2% | 2026-Q1 |
| Swiss National Bank | 183,300 | $2M | 0.1% | 2026-Q1 |
| Nuveen, LLC added | 178,628 | $2M | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 175,076 | $2M | 0.1% | 2026-Q1 |
| NATIXIS added | 171,583 | $2M | 0.1% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 167,738 | $2M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 162,845 | $2M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 176,614 | $2M | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd new | 160,087 | $2M | 0.1% | 2026-Q1 |
| IMC-Chicago, LLC new | 155,362 | $2M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 113,060 | $2M | 0.1% | 2026-Q1 |
| DRW Securities, LLC added | 151,196 | $2M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 150,947 | $2M | 0.1% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 148,706 | $2M | 0.1% | 2026-Q1 |
| GROUP ONE TRADING LLC added | 145,628 | $2M | 0.1% | 2026-Q1 |
| Invst, LLC trimmed | 144,129 | $2M | 0.1% | 2026-Q1 |
| TD Asset Management Inc trimmed | 145,240 | $2M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 141,056 | $2M | 0.1% | 2026-Q1 |
| TWINBEECH CAPITAL LP new | 139,697 | $2M | 0.1% | 2026-Q1 |
| Caption Management, LLC trimmed | 139,579 | $2M | 0.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 132,237 | $2M | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 124,207 | $1M | 0.1% | 2026-Q1 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY added | 122,486 | $1M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 122,228 | $1M | 0.1% | 2026-Q1 |
| Hudson Bay Capital Management LP new | 110,790 | $1M | 0.1% | 2026-Q1 |
| Tidal Investments LLC added | 99,600 | $1M | 0.1% | 2026-Q1 |
| POLEN CAPITAL MANAGEMENT LLC trimmed | 97,186 | $1M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 93,556 | $1M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 92,614 | $1M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 86,035 | $1M | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 79,267 | $937K | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 77,728 | $919K | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 73,716 | $871K | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 73,527 | $869K | 0.1% | 2026-Q1 |
| PDT Partners, LLC trimmed | 73,443 | $868K | 0.1% | 2026-Q1 |
| WINTON GROUP Ltd added | 72,512 | $857K | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 68,105 | $805K | 0.1% | 2026-Q1 |
| Holocene Advisors, LP new | 66,905 | $791K | 0.1% | 2026-Q1 |
| PEAK6 LLC new | 65,491 | $774K | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 64,114 | $758K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 5,710,475 | $91M | 6.1% | 2025-Q4 stale |
| Pentwater Capital Management LP trimmed | 1,250,000 | $16M | 1.1% | 2025-Q3 stale |
| Potrero Capital Research LLC trimmed | 588,590 | $9M | 0.6% | 2025-Q4 stale |
| MOORE CAPITAL MANAGEMENT, LP trimmed | 532,283 | $9M | 0.6% | 2025-Q4 stale |
| Orion Resource Partners LP trimmed | 889,694 | $5M | 0.3% | 2025-Q1 stale |
| EdgePoint Investment Group Inc. new | 737,289 | $4M | 0.3% | 2025-Q1 stale |
| Covalis Capital LLP new | 392,701 | $4M | 0.2% | 2025-Q2 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 258,323 | $3M | 0.2% | 2025-Q3 stale |
| BW Gestao de Investimentos Ltda. added | 253,223 | $2M | 0.2% | 2025-Q2 stale |
| Kercheville Advisors, LLC trimmed | 114,600 | $2M | 0.1% | 2025-Q4 stale |
| CenterBook Partners LP new | 225,496 | $2M | 0.1% | 2025-Q2 stale |
| Ghisallo Capital Management LLC trimmed | 100,000 | $2M | 0.1% | 2025-Q4 stale |
| Verition Fund Management LLC added | 99,185 | $2M | 0.1% | 2025-Q4 stale |
| DARK FOREST CAPITAL MANAGEMENT LP added | 77,659 | $1M | 0.1% | 2025-Q4 stale |
| Militia Capital Partners, LP new | 90,000 | $1M | 0.1% | 2025-Q3 stale |
| BOSUN ASSET MANAGEMENT, LLC new | 114,545 | $1M | 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.