Who owns IGM (IGM)
Which tracked institutional funds hold IGM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IGM 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
The tracked-fund tape on IGM is one-sided between 2025-Q4 and 2026-Q1: 36 added or opened and 127 trimmed or exited — on balance reducing.
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
IGM’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes IGM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IGM 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 501 tracked filers holding IGM, 189 increased or opened the position and 225 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 IGM 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 14
- FIL Ltd$40M
- Independent Advisor Alliance$11M
- VMS Asset Management Limited$8M
- TWO SIGMA INVESTMENTS, LP$8M
- Cadent Capital Advisors, LLC$5M
- JANE STREET GROUP, LLC$3M
Full exits 15
- Vantage Financial Partners, LLC$12M
- Global Retirement Partners, LLC$8M
- NewEdge Advisors, LLC$7M
- Humankind Investments LLC$6M
- Arete Wealth Advisors, LLC$3M
- COMERICA BANK$3M
Largest adds
- Equitable Holdings, Inc.$68M
- Mirae Asset Global Investments Co., Ltd.$23M
- Focus Partners Advisor Solutions, LLC$7M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
- FIFTH THIRD BANCORP$3M
- Clearstead Advisors, LLC$2M
Largest trims
- JPMORGAN CHASE & CO$189M
- BANK OF MONTREAL /CAN/$167M
- BANK OF AMERICA CORP /DE/$92M
- AMERIPRISE FINANCIAL INC$34M
- WELLINGTON MANAGEMENT GROUP LLP$34M
- MORGAN STANLEY$32M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 3,352,800 | $397M | 9.9% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 1,077,783 | $277M | 6.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,332,770 | $276M | 6.9% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 1,858,032 | $220M | 5.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,781,026 | $211M | 5.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,752,373 | $208M | 5.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,449,301 | $172M | 4.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,234,791 | $146M | 3.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,236,061 | $140M | 3.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 1,019,059 | $121M | 3.0% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 998,105 | $118M | 2.9% | 2026-Q1 |
| Cerity Partners LLC added | 952,453 | $113M | 2.8% | 2026-Q1 |
| WestEnd Advisors, LLC added | 836,049 | $99M | 2.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 811,567 | $96M | 2.4% | 2026-Q1 |
| Destination Wealth Management trimmed | 620,654 | $74M | 1.8% | 2026-Q1 |
| UBS Group AG added | 564,285 | $67M | 1.7% | 2026-Q1 |
| Gray Foundation | 559,116 | $66M | 1.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 546,560 | $65M | 1.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 491,737 | $58M | 1.5% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 482,300 | $57M | 1.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 383,285 | $45M | 1.1% | 2026-Q1 |
| PGIM Custom Harvest LLC trimmed | 368,785 | $44M | 1.1% | 2026-Q1 |
| Portfolio Strategies, Inc. trimmed | 345,165 | $41M | 1.0% | 2026-Q1 |
| FIL Ltd new | 335,739 | $40M | 1.0% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 291,804 | $35M | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 288,020 | $34M | 0.9% | 2026-Q1 |
| Legacy Financial Strategies, LLC added | 256,060 | $30M | 0.8% | 2026-Q1 |
| Allworth Financial LP trimmed | 232,471 | $28M | 0.7% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 229,472 | $27M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 217,525 | $26M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 189,559 | $22M | 0.6% | 2026-Q1 |
| Focus Partners Wealth trimmed | 145,779 | $18M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 151,371 | $18M | 0.4% | 2026-Q1 |
| BAILARD, INC. added | 135,740 | $16M | 0.4% | 2026-Q1 |
| Mariner, LLC trimmed | 130,314 | $15M | 0.4% | 2026-Q1 |
| White Lighthouse Investment Management Inc. added | 123,424 | $15M | 0.4% | 2026-Q1 |
| Mathes Company, Inc. trimmed | 123,235 | $15M | 0.4% | 2026-Q1 |
| ASSETMARK, INC added | 123,203 | $15M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 122,883 | $15M | 0.4% | 2026-Q1 |
| HB Wealth Management, LLC trimmed | 115,929 | $14M | 0.3% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 112,335 | $13M | 0.3% | 2026-Q1 |
| Shira Ridge Wealth Management added | 111,809 | $13M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 105,011 | $12M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 104,043 | $12M | 0.3% | 2026-Q1 |
| Decker Wealth Management LLC trimmed | 103,870 | $12M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 103,327 | $12M | 0.3% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 103,231 | $12M | 0.3% | 2026-Q1 |
| Dynamic Wealth Strategies, LLC added | 101,716 | $12M | 0.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 101,118 | $12M | 0.3% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 100,966 | $12M | 0.3% | 2026-Q1 |
| GM Advisory Group, LLC trimmed | 99,698 | $12M | 0.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 98,967 | $12M | 0.3% | 2026-Q1 |
| Independent Advisor Alliance added | 89,590 | $11M | 0.3% | 2026-Q1 |
| Fairscale Capital, LLC added | 86,499 | $10M | 0.3% | 2026-Q1 |
| &PARTNERS trimmed | 86,242 | $10M | 0.3% | 2026-Q1 |
| Prostatis Group LLC added | 85,272 | $10M | 0.3% | 2026-Q1 |
| Baker Avenue Asset Management, LP added | 74,876 | $9M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 72,169 | $9M | 0.2% | 2026-Q1 |
| VMS Asset Management Limited new | 71,020 | $8M | 0.2% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 69,263 | $8M | 0.2% | 2026-Q1 |
| WealthBridge Capital Management, LLC added | 67,815 | $8M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 67,500 | $8M | 0.2% | 2026-Q1 |
| Meridian Wealth Management, LLC trimmed | 64,135 | $8M | 0.2% | 2026-Q1 |
| CWM, LLC trimmed | 63,922 | $8M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 63,233 | $7M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 62,462 | $7M | 0.2% | 2026-Q1 |
| Integrity Investment Advisors, LLC added | 59,956 | $7M | 0.2% | 2026-Q1 |
| SCOTIA CAPITAL INC. trimmed | 59,566 | $7M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ added | 58,401 | $7M | 0.2% | 2026-Q1 |
| Graves Light Lenhart Wealth, Inc. | 55,973 | $7M | 0.2% | 2026-Q1 |
| Asset Management Group, Inc. trimmed | 55,542 | $7M | 0.2% | 2026-Q1 |
| MIDLAND WEALTH ADVISORS, LLC added | 53,017 | $6M | 0.2% | 2026-Q1 |
| AFT, FORSYTH & COMPANY, INC. trimmed | 52,508 | $6M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 52,317 | $6M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 50,163 | $6M | 0.1% | 2026-Q1 |
| Trilogy Capital Inc. trimmed | 49,069 | $6M | 0.1% | 2026-Q1 |
| KKM Financial LLC | 42,967 | $6M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 43,813 | $5M | 0.1% | 2026-Q1 |
| ACIMA PRIVATE WEALTH, LLC trimmed | 43,740 | $5M | 0.1% | 2026-Q1 |
| Cadent Capital Advisors, LLC added | 43,592 | $5M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 42,273 | $5M | 0.1% | 2026-Q1 |
| FMR LLC added | 41,548 | $5M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 41,080 | $5M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 40,633 | $5M | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC added | 40,406 | $5M | 0.1% | 2026-Q1 |
| Creative Planning added | 40,086 | $5M | 0.1% | 2026-Q1 |
| Paragon Advisors, LLC trimmed | 37,969 | $4M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 37,659 | $4M | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 36,629 | $4M | 0.1% | 2026-Q1 |
| Milestone Investment Advisors LLC added | 36,273 | $4M | 0.1% | 2026-Q1 |
| Stuart Chaussee & Associates, Inc. trimmed | 228,640 | $29M | 0.7% | 2025-Q3 stale |
| SteelPeak Wealth, LLC added | 204,668 | $26M | 0.6% | 2025-Q3 stale |
| Vantage Financial Partners, LLC trimmed | 96,098 | $12M | 0.3% | 2025-Q4 stale |
| Northeast Financial Consultants Inc trimmed | 98,767 | $11M | 0.3% | 2025-Q2 stale |
| Global Retirement Partners, LLC added | 62,307 | $8M | 0.2% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC added | 58,441 | $7M | 0.2% | 2025-Q3 stale |
| NewEdge Advisors, LLC trimmed | 55,651 | $7M | 0.2% | 2025-Q4 stale |
| Humankind Investments LLC | 48,930 | $6M | 0.2% | 2025-Q4 stale |
| Transform Wealth, LLC trimmed | 51,245 | $5M | 0.1% | 2025-Q1 stale |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 34,404 | $4M | 0.1% | 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.
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.