Who owns IFNNY
Which tracked institutional funds hold IFNNY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IFNNY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-13). 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 IFNNY is one-sided between 2026-Q1 and 2026-Q2: 8 added or opened and 2 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
IFNNY’s largest tracked holder by dollar value, BRISTOL JOHN W & CO INC /NY/, sizes it at 3.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IFNNY 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 23 tracked filers holding IFNNY, 14 increased or opened the position and 12 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 IFNNY 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 2
- DAVIDSON INVESTMENT ADVISORS$11M
- Boston Common Asset Management, LLC$4M
Full exits 1
- HANTZ FINANCIAL SERVICES, INC.$1M
Largest adds
- BRISTOL JOHN W & CO INC /NY/$78M
- RHUMBLINE ADVISERS$2M
- Henry James International Management Inc.$790K
- GAMMA Investing LLC$361K
- HUNTINGTON NATIONAL BANK$304K
- CONFLUENCE INVESTMENT MANAGEMENT LLC$263K
Largest trims
- YOUSIF CAPITAL MANAGEMENT, LLC$514K
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 |
|---|---|---|---|---|
| BRISTOL JOHN W & CO INC /NY/ trimmed | 2,258,909 | $212M | 87.2% | 2026-Q2 |
| DAVIDSON INVESTMENT ADVISORS new | 114,123 | $11M | 4.4% | 2026-Q2 |
| Boston Common Asset Management, LLC added | 44,666 | $4M | 1.7% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 43,242 | $4M | 1.7% | 2026-Q2 |
| THOMPSON INVESTMENT MANAGEMENT, INC. trimmed | 42,540 | $4M | 1.6% | 2026-Q2 |
| Henry James International Management Inc. added | 15,838 | $1M | 0.6% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 15,565 | $1M | 0.6% | 2026-Q2 |
| GAMMA Investing LLC added | 6,274 | $590K | 0.2% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK added | 6,098 | $573K | 0.2% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 5,307 | $499K | 0.2% | 2026-Q2 |
| Pinnacle Wealth Management Advisory Group, LLC new | 4,369 | $411K | 0.2% | 2026-Q2 |
| YOUSIF CAPITAL MANAGEMENT, LLC trimmed | 3,426 | $320K | 0.1% | 2026-Q2 |
| Canopy Partners, LLC new | 3,174 | $298K | 0.1% | 2026-Q2 |
| DIVERSIFIED TRUST CO new | 2,802 | $262K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 2,542 | $239K | 0.1% | 2026-Q2 |
| Westside Investment Management, Inc. | 1,234 | $116K | 0.0% | 2026-Q2 |
| Salomon & Ludwin, LLC trimmed | 1,074 | $96K | 0.0% | 2026-Q2 |
| ESSEX INVESTMENT MANAGEMENT CO LLC trimmed | 511 | $48K | 0.0% | 2026-Q2 |
| First Command Advisory Services, Inc. added | 354 | $33K | 0.0% | 2026-Q2 |
| IMA Advisory Services, Inc. added | 162 | $15K | 0.0% | 2026-Q2 |
| Gleason Group, Inc. new | 83 | $8K | 0.0% | 2026-Q2 |
| Towne Trust Company, N.A new | 46 | $4K | 0.0% | 2026-Q2 |
| Winch Advisory Services, LLC | 24 | $2K | 0.0% | 2026-Q2 |
| HANTZ FINANCIAL SERVICES, INC. trimmed | 24,438 | $1M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| NBC SECURITIES, INC. | 5,041 | $221K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| SIT INVESTMENT ASSOCIATES INC | 2,600 | $118K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Your Advocates Ltd., LLP | 50 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CURIO WEALTH, LLC | 12 | $543 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| PARADIGM ASSET MANAGEMENT CO LLC | 900 | $40K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Signature Equity Partners, LLC new | 91 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Steigerwald, Gordon & Koch Inc. | 86 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| KERR FINANCIAL PLANNING Corp new | 57 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Manning & Napier Advisors LLC new | 3,359 | $141K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Brooklyn Investment Group added | 1,663 | $70K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| First Horizon Advisors, Inc. added | 1,210 | $52K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| MAR VISTA INVESTMENT PARTNERS LLC | 451 | $19K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 41 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.