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Institutional Ownership · SEC Form 13F

Who owns IOT (IOT)


Which tracked institutional funds hold IOT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IOT 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.

538
Institutional holders
359,359,044
Shares held (tracked funds)

How the tape is positioned

120 tracked funds added or opened IOT while 184 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

IOT’s largest tracked holder by dollar value, BAILLIE GIFFORD & CO, sizes it at 1.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in IOT 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 537 tracked filers holding IOT, 325 increased or opened the position and 254 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 IOT 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 41

  • VANGUARD PORTFOLIO MANAGEMENT LLC$536M
  • VANGUARD CAPITAL MANAGEMENT LLC$470M
  • VANGUARD FIDUCIARY TRUST CO$71M
  • USS Investment Management Ltd$28M
  • Connor, Clark & Lunn Investment Management Ltd.$19M
  • SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$17M

Full exits 58

  • VANGUARD GROUP INC$1.2B
  • PointState Capital LP$62M
  • SOMA EQUITY PARTNERS LP$60M
  • Alyeska Investment Group, L.P.$44M
  • Nippon Life Global Investors Americas, Inc.$19M
  • ExodusPoint Capital Management, LP$14M

Largest adds

  • PRICE T ROWE ASSOCIATES INC /MD/$650M
  • FMR LLC$173M
  • BAILLIE GIFFORD & CO$133M
  • a16z Perennial Management, L.P.$131M
  • JANE STREET GROUP, LLC$106M
  • WELLINGTON MANAGEMENT GROUP LLP$48M

Largest trims

  • MORGAN STANLEY$409M
  • BlackRock, Inc.$327M
  • SANDS CAPITAL MANAGEMENT, LLC$182M
  • GOLDMAN SACHS GROUP INC$114M
  • Squarepoint Ops LLC$95M
  • BROWN ADVISORY INC$78M

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).

FundSharesReported value% of valueQuarter
BAILLIE GIFFORD & CO added57,523,792$1.8B14.3%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added36,595,047$1.2B9.1%2026-Q1
FMR LLC added23,581,191$747M5.8%2026-Q1
BlackRock, Inc. trimmed17,708,892$561M4.4%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new16,911,791$536M4.2%2026-Q1
SANDS CAPITAL MANAGEMENT, LLC trimmed15,657,744$496M3.9%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new14,843,245$470M3.7%2026-Q1
BROWN ADVISORY INC trimmed10,098,893$320M2.5%2026-Q1
GOLDMAN SACHS GROUP INC trimmed9,700,256$307M2.4%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added8,513,684$270M2.1%2026-Q1
MORGAN STANLEY trimmed8,417,014$267M2.1%2026-Q1
STATE STREET CORP added7,263,466$230M1.8%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added6,579,008$208M1.6%2026-Q1
a16z Perennial Management, L.P. added5,989,876$190M1.5%2026-Q1
BAMCO INC /NY/ added5,119,835$162M1.3%2026-Q1
WESTFIELD CAPITAL MANAGEMENT CO LP added5,072,821$161M1.3%2026-Q1
1832 Asset Management L.P. added4,325,300$137M1.1%2026-Q1
Jordan Park Trust Co LLC3,833,929$121M1.0%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added3,544,157$112M0.9%2026-Q1
JANE STREET GROUP, LLC added3,350,326$106M0.8%2026-Q1
Spyglass Capital Management LLC added2,946,646$93M0.7%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB added2,885,236$89M0.7%2026-Q1
UBS Group AG added2,794,487$89M0.7%2026-Q1
BANK OF AMERICA CORP /DE/ added2,710,202$86M0.7%2026-Q1
NORGES BANK trimmed2,107,489$81M0.6%2026-Q1
CITADEL ADVISORS LLC added2,516,132$80M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new2,237,723$71M0.6%2026-Q1
NORTHERN TRUST CORP added2,159,710$68M0.5%2026-Q1
Freestone Grove Partners LP added2,157,361$68M0.5%2026-Q1
Legal & General Group Plc added2,137,844$68M0.5%2026-Q1
AMERICAN CENTURY COMPANIES INC added2,046,939$65M0.5%2026-Q1
General Catalyst Group Management, LLC2,000,000$63M0.5%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed1,764,096$63M0.5%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC trimmed1,922,959$61M0.5%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed1,726,295$55M0.4%2026-Q1
BESSEMER GROUP INC added1,675,509$53M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,651,873$51M0.4%2026-Q1
Squarepoint Ops LLC trimmed1,589,344$50M0.4%2026-Q1
FIRST TRUST ADVISORS LP added1,494,291$47M0.4%2026-Q1
DEUTSCHE BANK AG\ added1,439,703$46M0.4%2026-Q1
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC trimmed1,288,431$41M0.3%2026-Q1
TimesSquare Capital Management, LLC trimmed1,280,972$41M0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC added1,261,165$40M0.3%2026-Q1
ROYAL BANK OF CANADA added1,256,067$40M0.3%2026-Q1
COSMIC MANAGEMENT, LLC1,255,944$40M0.3%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added1,254,257$40M0.3%2026-Q1
Amundi trimmed1,137,786$36M0.3%2026-Q1
Mitsubishi UFJ Trust & Banking Corp added1,124,667$36M0.3%2026-Q1
SEI INVESTMENTS CO added1,124,032$36M0.3%2026-Q1
Bank of New York Mellon Corp added1,109,005$35M0.3%2026-Q1
JANUS HENDERSON GROUP PLC trimmed1,081,597$34M0.3%2026-Q1
Swiss National Bank added1,015,800$32M0.3%2026-Q1
USS Investment Management Ltd new890,725$28M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added887,723$28M0.2%2026-Q1
Nuveen, LLC added885,250$28M0.2%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC added807,729$26M0.2%2026-Q1
GC Wealth Management RIA, LLC trimmed799,203$25M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added777,837$25M0.2%2026-Q1
JENNISON ASSOCIATES LLC trimmed747,898$24M0.2%2026-Q1
ZEVENBERGEN CAPITAL INVESTMENTS LLC trimmed724,043$23M0.2%2026-Q1
Point72 Asset Management, L.P. added723,136$23M0.2%2026-Q1
Invesco Ltd. trimmed694,172$22M0.2%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed652,219$21M0.2%2026-Q1
Sumitomo Mitsui Trust Group, Inc. added636,600$20M0.2%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. added593,620$19M0.1%2026-Q1
Quantinno Capital Management LP added575,858$18M0.1%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. added575,000$18M0.1%2026-Q1
Russell Investments Group, Ltd. added562,139$18M0.1%2026-Q1
Sands Capital Alternatives, LLC added560,287$18M0.1%2026-Q1
Bienville Capital Management, LLC added556,864$18M0.1%2026-Q1
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC new535,752$17M0.1%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added521,431$17M0.1%2026-Q1
TD Asset Management Inc added519,851$16M0.1%2026-Q1
RHUMBLINE ADVISERS added504,852$16M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed487,854$15M0.1%2026-Q1
IEQ CAPITAL, LLC trimmed466,757$15M0.1%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD trimmed455,400$14M0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC added451,839$14M0.1%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. trimmed441,023$14M0.1%2026-Q1
California Public Employees Retirement System trimmed393,690$12M0.1%2026-Q1
VANGUARD GROUP INC added32,674,750$1.2B9.1%2025-Q4 stale
AH CAPITAL MANAGEMENT, L.L.C.3,995,652$153M1.2%2025-Q1 stale
Artisan Partners Limited Partnership trimmed3,688,535$137M1.1%2025-Q3 stale
Altimeter Capital Management, LP added2,990,578$119M0.9%2025-Q2 stale
PointState Capital LP added1,737,068$62M0.5%2025-Q4 stale
SOMA EQUITY PARTNERS LP added1,681,389$60M0.5%2025-Q4 stale
Polar Capital Holdings Plc added1,365,601$52M0.4%2025-Q1 stale
Alyeska Investment Group, L.P. added1,233,257$44M0.3%2025-Q4 stale
Mission Creek Capital Partners, Inc. added1,095,722$41M0.3%2025-Q3 stale
RENAISSANCE TECHNOLOGIES LLC added931,162$37M0.3%2025-Q2 stale
LMDAGG, L.L.C.773,194$29M0.2%2025-Q3 stale
Atreides Management, LP trimmed711,215$26M0.2%2025-Q3 stale
Pinegrove Venture Partners, LLC added556,582$21M0.2%2025-Q3 stale
Cubist Systematic Strategies, LLC added535,140$20M0.2%2025-Q3 stale
Nippon Life Global Investors Americas, Inc. new531,310$19M0.1%2025-Q4 stale
Qube Research & Technologies Ltd trimmed391,499$16M0.1%2025-Q2 stale
COMMON FUND FOR NONPROFIT ORGANIZATIONS added388,100$15M0.1%2025-Q2 stale
WORLDQUANT MILLENNIUM ADVISORS LLC added403,585$15M0.1%2025-Q3 stale
SORA INVESTORS LLC added354,606$14M0.1%2025-Q2 stale
ExodusPoint Capital Management, LP added383,365$14M0.1%2025-Q4 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.

HoldersTotal shares

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.

Learn how to read institutional ownership