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-Q2 13F filings (latest filed 2026-08-19). 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
57 tracked funds added or opened IHI while 99 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
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 0.0% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 477 tracked filers holding IHI, 181 increased or opened the position and 281 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 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 24
- Annex Advisory Services, LLC$34M
- TD Asset Management Inc$18M
- MILLENNIUM MANAGEMENT LLC$12M
- Journey Advisory Group, LLC$7M
- Cannon Advisors, Inc.$6M
- AXXCESS WEALTH MANAGEMENT, LLC$4M
Full exits 30
- Foundations Investment Advisors, LLC$17M
- HighTower Advisors, LLC$11M
- Anchor Investment Management, LLC$6M
- Cambridge Investment Research Advisors, Inc.$6M
- VALICENTI ADVISORY SERVICES INC$5M
- PEAPACK GLADSTONE FINANCIAL CORP$5M
Largest adds
- TWO SIGMA INVESTMENTS, LP$65M
- MARSHALL WACE, LLP$26M
- BANK OF AMERICA CORP /DE/$23M
- ROYAL BANK OF CANADA$17M
- D. E. Shaw & Co., Inc.$15M
- WHITTIER TRUST CO$14M
Largest trims
- GOLDMAN SACHS GROUP INC$68M
- MORGAN STANLEY$46M
- WELLS FARGO & COMPANY/MN$19M
- RAYMOND JAMES FINANCIAL INC$15M
- LPL Financial LLC$11M
- UBS Group AG$8M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 2,549,908 | $126M | 9.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 2,513,300 | $124M | 9.4% | 2026-Q2 |
| CITIGROUP INC added | 2,119,844 | $105M | 7.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,912,214 | $94M | 7.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,178,001 | $58M | 4.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,136,070 | $56M | 4.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 877,517 | $43M | 3.3% | 2026-Q2 |
| UBS Group AG trimmed | 869,222 | $43M | 3.2% | 2026-Q2 |
| Annex Advisory Services, LLC new | 680,069 | $34M | 2.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 672,660 | $33M | 2.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 667,627 | $33M | 2.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 658,740 | $33M | 2.5% | 2026-Q2 |
| MARSHALL WACE, LLP added | 621,621 | $31M | 2.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 548,004 | $27M | 2.0% | 2026-Q2 |
| RiverFront Investment Group, LLC trimmed | 419,481 | $21M | 1.6% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 394,591 | $19M | 1.5% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 376,493 | $19M | 1.4% | 2026-Q2 |
| TD Asset Management Inc new | 367,200 | $18M | 1.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 356,119 | $18M | 1.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 316,762 | $16M | 1.2% | 2026-Q2 |
| WHITTIER TRUST CO added | 278,094 | $14M | 1.1% | 2026-Q2 |
| Wharton Business Group, LLC trimmed | 273,580 | $14M | 1.0% | 2026-Q2 |
| Baker Avenue Asset Management, LP added | 250,115 | $12M | 0.9% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 250,020 | $12M | 0.9% | 2026-Q2 |
| REDSTONE WEALTH MANAGEMENT, LLC added | 233,348 | $12M | 0.9% | 2026-Q2 |
| Hamilton Wealth, LLC trimmed | 231,147 | $11M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 226,567 | $11M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 209,746 | $10M | 0.8% | 2026-Q2 |
| ARKANSAS FINANCIAL GROUP, INC. trimmed | 200,285 | $10M | 0.7% | 2026-Q2 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE added | 198,379 | $9M | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 184,550 | $9M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 179,007 | $9M | 0.7% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 178,122 | $9M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 170,933 | $8M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 161,648 | $8M | 0.6% | 2026-Q2 |
| ALTFEST L J & CO INC added | 157,345 | $8M | 0.6% | 2026-Q2 |
| Baird Financial Group, Inc. added | 154,893 | $8M | 0.6% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 153,972 | $8M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 149,105 | $8M | 0.6% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 135,649 | $7M | 0.5% | 2026-Q2 |
| Journey Advisory Group, LLC new | 134,066 | $7M | 0.5% | 2026-Q2 |
| CUMBERLAND ADVISORS INC added | 131,470 | $6M | 0.5% | 2026-Q2 |
| LYNX CAPITAL GROUP LTD /ADV added | 125,665 | $6M | 0.5% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC added | 117,570 | $6M | 0.5% | 2026-Q2 |
| Cannon Advisors, Inc. new | 114,080 | $6M | 0.4% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 108,904 | $5M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 103,983 | $5M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 99,693 | $5M | 0.4% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 98,494 | $5M | 0.4% | 2026-Q2 |
| Safeguard Investment Advisory Group, LLC trimmed | 96,571 | $5M | 0.4% | 2026-Q2 |
| Moors & Cabot, Inc. trimmed | 88,308 | $4M | 0.3% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management trimmed | 84,282 | $4M | 0.3% | 2026-Q2 |
| J. Goldman & Co LP | 83,942 | $4M | 0.3% | 2026-Q2 |
| MEANS INVESTMENT CO., INC. trimmed | 80,072 | $4M | 0.3% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 77,986 | $4M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 75,655 | $4M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 64,790 | $3M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 63,955 | $3M | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 63,754 | $3M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 59,753 | $3M | 0.2% | 2026-Q2 |
| Segment Wealth Management, LLC added | 58,821 | $3M | 0.2% | 2026-Q2 |
| Cauble & Harre Wealth Management, Inc. new | 58,768 | $3M | 0.2% | 2026-Q2 |
| Aster Capital Management (DIFC) Ltd added | 56,760 | $3M | 0.2% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 54,190 | $3M | 0.2% | 2026-Q2 |
| Capital Asset Advisory Services LLC added | 53,719 | $3M | 0.2% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 53,559 | $3M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 53,353 | $3M | 0.2% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 53,213 | $3M | 0.2% | 2026-Q2 |
| Somerset Group LLC trimmed | 52,231 | $3M | 0.2% | 2026-Q2 |
| First Interstate Bank trimmed | 50,622 | $3M | 0.2% | 2026-Q2 |
| O'Connor Alternative Investments LLC new | 50,000 | $2M | 0.2% | 2026-Q2 |
| Diversified Enterprises, LLC trimmed | 49,491 | $2M | 0.2% | 2026-Q2 |
| &PARTNERS added | 49,239 | $2M | 0.2% | 2026-Q2 |
| NORTHSTAR ASSET MANAGEMENT Co trimmed | 47,760 | $2M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 44,958 | $2M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 44,370 | $2M | 0.2% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. trimmed | 44,262 | $2M | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 44,153 | $2M | 0.2% | 2026-Q2 |
| FIRST AMERICAN BANK new | 43,896 | $2M | 0.2% | 2026-Q2 |
| Tidal Investments LLC new | 42,783 | $2M | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 42,498 | $2M | 0.2% | 2026-Q2 |
| Certified Advisory Corp trimmed | 42,418 | $2M | 0.2% | 2026-Q2 |
| Concord Investment Counsel Inc. trimmed | 42,288 | $2M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 41,500 | $2M | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 41,061 | $2M | 0.2% | 2026-Q2 |
| Destination Wealth Management added | 40,948 | $2M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 40,497 | $2M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 39,617 | $2M | 0.1% | 2026-Q2 |
| Apollon Financial, LLC trimmed | 37,974 | $2M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 37,348 | $2M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 36,976 | $2M | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 36,151 | $2M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 36,043 | $2M | 0.1% | 2026-Q2 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. added | 35,868 | $2M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 34,759 | $2M | 0.1% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI trimmed | 34,313 | $2M | 0.1% | 2026-Q2 |
| Madden Advisory Services, Inc. trimmed | 33,420 | $2M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 33,273 | $2M | 0.1% | 2026-Q2 |
| QUATTRO FINANCIAL ADVISORS LLC new | 33,134 | $2M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 33,111 | $2M | 0.1% | 2026-Q2 |
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.