Who owns IHI
Which tracked institutional funds hold IHI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IHI company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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 IHI is one-sided between 2025-Q4 and 2026-Q1: 30 added or opened and 136 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
IHI’s largest tracked holder by dollar value, MORGAN STANLEY, 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 IHI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IHI 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 504 tracked filers holding IHI, 174 increased or opened the position and 298 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 IHI 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 13
- MARSHALL WACE, LLP$5M
- FLOW TRADERS U.S. LLC$2M
- TCP Asset Management, LLC$2M
- Independent Advisor Alliance$2M
- Darwin Wealth Management, LLC$1M
- BIP Wealth, LLC$929K
Full exits 24
- TUDOR INVESTMENT CORP ET AL$13M
- Wealth Advisory Solutions, LLC$7M
- Janney Montgomery Scott LLC$6M
- CMH Wealth Management LLC$4M
- Econ Financial Services Corp$4M
- Walleye Trading LLC$3M
Largest adds
- CITIGROUP INC$92M
- GOLDMAN SACHS GROUP INC$81M
- TWO SIGMA INVESTMENTS, LP$49M
- D. E. Shaw & Co., Inc.$15M
- Hamilton Wealth, LLC$14M
- RAYMOND JAMES FINANCIAL INC$7M
Largest trims
- MENORA MIVTACHIM HOLDINGS LTD.$155M
- MORGAN STANLEY$42M
- BANK OF AMERICA CORP /DE/$36M
- LPL Financial LLC$25M
- UBS Group AG$13M
- Qube Research & Technologies Ltd$11M
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 3,228,296 | $172M | 12.5% | 2026-Q1 |
| CITIGROUP INC added | 1,952,872 | $104M | 7.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,777,796 | $95M | 6.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,344,915 | $72M | 5.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,289,684 | $69M | 5.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,169,495 | $62M | 4.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,117,000 | $60M | 4.3% | 2026-Q1 |
| UBS Group AG trimmed | 946,706 | $51M | 3.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 901,608 | $48M | 3.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 729,683 | $39M | 2.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 654,651 | $35M | 2.5% | 2026-Q1 |
| RiverFront Investment Group, LLC added | 437,370 | $23M | 1.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 329,602 | $18M | 1.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 329,189 | $18M | 1.3% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 314,604 | $17M | 1.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 313,680 | $17M | 1.2% | 2026-Q1 |
| Wharton Business Group, LLC trimmed | 292,975 | $16M | 1.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 286,729 | $15M | 1.1% | 2026-Q1 |
| Hamilton Wealth, LLC added | 263,760 | $14M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 249,409 | $13M | 1.0% | 2026-Q1 |
| Baker Avenue Asset Management, LP added | 226,743 | $12M | 0.9% | 2026-Q1 |
| ARKANSAS FINANCIAL GROUP, INC. added | 211,861 | $12M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 196,921 | $11M | 0.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 188,900 | $10M | 0.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 188,193 | $10M | 0.7% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 182,931 | $10M | 0.7% | 2026-Q1 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE added | 182,281 | $10M | 0.7% | 2026-Q1 |
| Gerber Kawasaki Wealth & Investment Management added | 174,783 | $9M | 0.7% | 2026-Q1 |
| Equitable Holdings, Inc. added | 141,094 | $9M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 157,351 | $8M | 0.6% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 147,719 | $8M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 143,710 | $8M | 0.5% | 2026-Q1 |
| REDSTONE WEALTH MANAGEMENT, LLC trimmed | 141,001 | $8M | 0.5% | 2026-Q1 |
| Certified Advisory Corp trimmed | 131,669 | $7M | 0.5% | 2026-Q1 |
| CUMBERLAND ADVISORS INC trimmed | 130,230 | $7M | 0.5% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 128,644 | $7M | 0.5% | 2026-Q1 |
| Anchor Investment Management, LLC added | 111,615 | $6M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 111,264 | $6M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 110,088 | $6M | 0.4% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 109,862 | $6M | 0.4% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 109,202 | $6M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 103,148 | $6M | 0.4% | 2026-Q1 |
| ALTFEST L J & CO INC added | 102,280 | $5M | 0.4% | 2026-Q1 |
| BARCLAYS PLC added | 101,945 | $5M | 0.4% | 2026-Q1 |
| Safeguard Investment Advisory Group, LLC trimmed | 101,117 | $5M | 0.4% | 2026-Q1 |
| Moors & Cabot, Inc. trimmed | 99,803 | $5M | 0.4% | 2026-Q1 |
| VALICENTI ADVISORY SERVICES INC added | 94,555 | $5M | 0.4% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 90,906 | $5M | 0.4% | 2026-Q1 |
| MARSHALL WACE, LLP added | 89,493 | $5M | 0.3% | 2026-Q1 |
| MEANS INVESTMENT CO., INC. trimmed | 88,900 | $5M | 0.3% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP trimmed | 87,719 | $5M | 0.3% | 2026-Q1 |
| J. Goldman & Co LP | 83,942 | $4M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 83,467 | $4M | 0.3% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 77,494 | $4M | 0.3% | 2026-Q1 |
| MENORA MIVTACHIM HOLDINGS LTD. trimmed | 74,648 | $4M | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 74,455 | $4M | 0.3% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. trimmed | 72,178 | $4M | 0.3% | 2026-Q1 |
| Capital Analysts, LLC trimmed | 70,611 | $4M | 0.3% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 67,033 | $4M | 0.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 66,939 | $4M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 66,746 | $4M | 0.3% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 66,566 | $4M | 0.3% | 2026-Q1 |
| Capital Investment Advisory Services, LLC trimmed | 64,057 | $3M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 62,310 | $3M | 0.2% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 59,364 | $3M | 0.2% | 2026-Q1 |
| Segment Wealth Management, LLC trimmed | 57,676 | $3M | 0.2% | 2026-Q1 |
| Somerset Group LLC added | 54,101 | $3M | 0.2% | 2026-Q1 |
| Anfield Capital Management, LLC added | 54,231 | $3M | 0.2% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 53,864 | $3M | 0.2% | 2026-Q1 |
| Capital Asset Advisory Services LLC added | 51,859 | $3M | 0.2% | 2026-Q1 |
| Diversified Enterprises, LLC added | 51,134 | $3M | 0.2% | 2026-Q1 |
| First Interstate Bank added | 50,890 | $3M | 0.2% | 2026-Q1 |
| &PARTNERS added | 48,857 | $3M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 48,531 | $3M | 0.2% | 2026-Q1 |
| NORTHSTAR ASSET MANAGEMENT Co trimmed | 48,460 | $3M | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 48,476 | $3M | 0.2% | 2026-Q1 |
| Charter Oak Capital Management, LLC trimmed | 48,284 | $3M | 0.2% | 2026-Q1 |
| FMR LLC added | 44,651 | $2M | 0.2% | 2026-Q1 |
| Apollon Financial, LLC trimmed | 43,925 | $2M | 0.2% | 2026-Q1 |
| Nan Shan Life Insurance Co., Ltd. added | 248,710 | $15M | 1.1% | 2025-Q3 stale |
| TUDOR INVESTMENT CORP ET AL added | 207,281 | $13M | 0.9% | 2025-Q4 stale |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) trimmed | 158,000 | $10M | 0.7% | 2025-Q1 stale |
| Wealth Advisory Solutions, LLC added | 117,866 | $7M | 0.5% | 2025-Q4 stale |
| Janney Montgomery Scott LLC trimmed | 101,260 | $6M | 0.5% | 2025-Q4 stale |
| BFI Infinity Ltd. added | 99,719 | $6M | 0.5% | 2025-Q2 stale |
| Millington Financial Advisors, LLC added | 94,810 | $6M | 0.4% | 2025-Q3 stale |
| Northeast Financial Consultants Inc trimmed | 79,059 | $5M | 0.4% | 2025-Q2 stale |
| Lake Hills Wealth Management, LLC trimmed | 68,971 | $4M | 0.3% | 2025-Q1 stale |
| ALLIANCEBERNSTEIN L.P. trimmed | 66,693 | $4M | 0.3% | 2025-Q3 stale |
| CMH Wealth Management LLC trimmed | 57,055 | $4M | 0.3% | 2025-Q4 stale |
| Econ Financial Services Corp trimmed | 56,807 | $4M | 0.3% | 2025-Q4 stale |
| Walleye Trading LLC trimmed | 54,396 | $3M | 0.2% | 2025-Q4 stale |
| Continuum Advisory, LLC trimmed | 55,105 | $3M | 0.2% | 2025-Q1 stale |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 54,646 | $3M | 0.2% | 2025-Q1 stale |
| GTS SECURITIES LLC added | 50,031 | $3M | 0.2% | 2025-Q4 stale |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 49,613 | $3M | 0.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 49,552 | $3M | 0.2% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC added | 47,698 | $3M | 0.2% | 2025-Q1 stale |
| Balefire, LLC trimmed | 44,384 | $3M | 0.2% | 2025-Q1 stale |
| Money Design Co.,Ltd. trimmed | 41,122 | $3M | 0.2% | 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.