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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BAILLIE GIFFORD & CO added | 57,523,792 | $1.8B | 14.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 36,595,047 | $1.2B | 9.1% | 2026-Q1 |
| FMR LLC added | 23,581,191 | $747M | 5.8% | 2026-Q1 |
| BlackRock, Inc. trimmed | 17,708,892 | $561M | 4.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 16,911,791 | $536M | 4.2% | 2026-Q1 |
| SANDS CAPITAL MANAGEMENT, LLC trimmed | 15,657,744 | $496M | 3.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 14,843,245 | $470M | 3.7% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 10,098,893 | $320M | 2.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 9,700,256 | $307M | 2.4% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 8,513,684 | $270M | 2.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 8,417,014 | $267M | 2.1% | 2026-Q1 |
| STATE STREET CORP added | 7,263,466 | $230M | 1.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,579,008 | $208M | 1.6% | 2026-Q1 |
| a16z Perennial Management, L.P. added | 5,989,876 | $190M | 1.5% | 2026-Q1 |
| BAMCO INC /NY/ added | 5,119,835 | $162M | 1.3% | 2026-Q1 |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 5,072,821 | $161M | 1.3% | 2026-Q1 |
| 1832 Asset Management L.P. added | 4,325,300 | $137M | 1.1% | 2026-Q1 |
| Jordan Park Trust Co LLC | 3,833,929 | $121M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,544,157 | $112M | 0.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 3,350,326 | $106M | 0.8% | 2026-Q1 |
| Spyglass Capital Management LLC added | 2,946,646 | $93M | 0.7% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB added | 2,885,236 | $89M | 0.7% | 2026-Q1 |
| UBS Group AG added | 2,794,487 | $89M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,710,202 | $86M | 0.7% | 2026-Q1 |
| NORGES BANK trimmed | 2,107,489 | $81M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 2,516,132 | $80M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 2,237,723 | $71M | 0.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 2,159,710 | $68M | 0.5% | 2026-Q1 |
| Freestone Grove Partners LP added | 2,157,361 | $68M | 0.5% | 2026-Q1 |
| Legal & General Group Plc added | 2,137,844 | $68M | 0.5% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 2,046,939 | $65M | 0.5% | 2026-Q1 |
| General Catalyst Group Management, LLC | 2,000,000 | $63M | 0.5% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,764,096 | $63M | 0.5% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 1,922,959 | $61M | 0.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,726,295 | $55M | 0.4% | 2026-Q1 |
| BESSEMER GROUP INC added | 1,675,509 | $53M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,651,873 | $51M | 0.4% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 1,589,344 | $50M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,494,291 | $47M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 1,439,703 | $46M | 0.4% | 2026-Q1 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC trimmed | 1,288,431 | $41M | 0.3% | 2026-Q1 |
| TimesSquare Capital Management, LLC trimmed | 1,280,972 | $41M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,261,165 | $40M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,256,067 | $40M | 0.3% | 2026-Q1 |
| COSMIC MANAGEMENT, LLC | 1,255,944 | $40M | 0.3% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,254,257 | $40M | 0.3% | 2026-Q1 |
| Amundi trimmed | 1,137,786 | $36M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp added | 1,124,667 | $36M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 1,124,032 | $36M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,109,005 | $35M | 0.3% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 1,081,597 | $34M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 1,015,800 | $32M | 0.3% | 2026-Q1 |
| USS Investment Management Ltd new | 890,725 | $28M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 887,723 | $28M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 885,250 | $28M | 0.2% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 807,729 | $26M | 0.2% | 2026-Q1 |
| GC Wealth Management RIA, LLC trimmed | 799,203 | $25M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 777,837 | $25M | 0.2% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 747,898 | $24M | 0.2% | 2026-Q1 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC trimmed | 724,043 | $23M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 723,136 | $23M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 694,172 | $22M | 0.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 652,219 | $21M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 636,600 | $20M | 0.2% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 593,620 | $19M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 575,858 | $18M | 0.1% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 575,000 | $18M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 562,139 | $18M | 0.1% | 2026-Q1 |
| Sands Capital Alternatives, LLC added | 560,287 | $18M | 0.1% | 2026-Q1 |
| Bienville Capital Management, LLC added | 556,864 | $18M | 0.1% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC new | 535,752 | $17M | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 521,431 | $17M | 0.1% | 2026-Q1 |
| TD Asset Management Inc added | 519,851 | $16M | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 504,852 | $16M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 487,854 | $15M | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC trimmed | 466,757 | $15M | 0.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 455,400 | $14M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 451,839 | $14M | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. trimmed | 441,023 | $14M | 0.1% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 393,690 | $12M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 32,674,750 | $1.2B | 9.1% | 2025-Q4 stale |
| AH CAPITAL MANAGEMENT, L.L.C. | 3,995,652 | $153M | 1.2% | 2025-Q1 stale |
| Artisan Partners Limited Partnership trimmed | 3,688,535 | $137M | 1.1% | 2025-Q3 stale |
| Altimeter Capital Management, LP added | 2,990,578 | $119M | 0.9% | 2025-Q2 stale |
| PointState Capital LP added | 1,737,068 | $62M | 0.5% | 2025-Q4 stale |
| SOMA EQUITY PARTNERS LP added | 1,681,389 | $60M | 0.5% | 2025-Q4 stale |
| Polar Capital Holdings Plc added | 1,365,601 | $52M | 0.4% | 2025-Q1 stale |
| Alyeska Investment Group, L.P. added | 1,233,257 | $44M | 0.3% | 2025-Q4 stale |
| Mission Creek Capital Partners, Inc. added | 1,095,722 | $41M | 0.3% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 931,162 | $37M | 0.3% | 2025-Q2 stale |
| LMDAGG, L.L.C. | 773,194 | $29M | 0.2% | 2025-Q3 stale |
| Atreides Management, LP trimmed | 711,215 | $26M | 0.2% | 2025-Q3 stale |
| Pinegrove Venture Partners, LLC added | 556,582 | $21M | 0.2% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC added | 535,140 | $20M | 0.2% | 2025-Q3 stale |
| Nippon Life Global Investors Americas, Inc. new | 531,310 | $19M | 0.1% | 2025-Q4 stale |
| Qube Research & Technologies Ltd trimmed | 391,499 | $16M | 0.1% | 2025-Q2 stale |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS added | 388,100 | $15M | 0.1% | 2025-Q2 stale |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 403,585 | $15M | 0.1% | 2025-Q3 stale |
| SORA INVESTORS LLC added | 354,606 | $14M | 0.1% | 2025-Q2 stale |
| ExodusPoint Capital Management, LP added | 383,365 | $14M | 0.1% | 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.
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.