Who owns IQ (IQ)
Which tracked institutional funds hold IQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IQ 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
15 tracked funds added or opened IQ while 42 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
IQ’s largest tracked holder by dollar value, PRICE T ROWE ASSOCIATES INC /MD/, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IQ 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 133 tracked filers holding IQ, 56 increased or opened the position and 79 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 IQ 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 8
- VANGUARD CAPITAL MANAGEMENT LLC$21M
- Maven Securities LTD$9M
- VANGUARD FIDUCIARY TRUST CO$6M
- Ovata Capital Management Ltd$4M
- Weiss Asset Management LP$1M
- VANGUARD ASSET MANAGEMENT, Ltd$707K
Full exits 10
- VANGUARD GROUP INC$29M
- Pinpoint Asset Management (Singapore) Pte. Ltd.$23M
- TWO SIGMA ADVISERS, LP$11M
- MARSHALL WACE, LLP$5M
- LMR Partners LLP$3M
- AI-Squared Management Ltd$2M
Largest adds
- BARROW HANLEY MEWHINNEY & STRAUSS LLC$16M
- Russell Investments Group, Ltd.$7M
- MORGAN STANLEY$5M
- TWO SIGMA INVESTMENTS, LP$2M
- GOLDMAN SACHS GROUP INC$2M
- CITADEL ADVISORS LLC$653K
Largest trims
- PRICE T ROWE ASSOCIATES INC /MD/$49M
- Triata Capital Ltd$12M
- D. E. Shaw & Co., Inc.$8M
- DIMENSIONAL FUND ADVISORS LP$7M
- Perseverance Asset Management International$7M
- BlackRock, Inc.$5M
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 |
|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ added | 85,978,624 | $116M | 19.7% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC added | 18,214,642 | $25M | 4.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 15,465,141 | $21M | 3.5% | 2026-Q1 |
| MORGAN STANLEY added | 14,795,470 | $20M | 3.4% | 2026-Q1 |
| BlackRock, Inc. added | 11,650,926 | $16M | 2.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 11,073,445 | $15M | 2.5% | 2026-Q1 |
| UBS Group AG added | 10,444,509 | $14M | 2.4% | 2026-Q1 |
| FIL Ltd added | 9,158,361 | $12M | 2.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 8,786,301 | $12M | 2.0% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 8,083,665 | $11M | 1.9% | 2026-Q1 |
| Triata Capital Ltd trimmed | 8,065,100 | $11M | 1.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 7,635,969 | $10M | 1.8% | 2026-Q1 |
| NORGES BANK trimmed | 4,336,553 | $10M | 1.7% | 2026-Q1 |
| Maven Securities LTD trimmed | 10,000,000 | $9M | 1.5% | 2026-Q1 |
| STATE STREET CORP trimmed | 5,563,456 | $8M | 1.3% | 2026-Q1 |
| Allianz Asset Management GmbH added | 5,124,241 | $7M | 1.2% | 2026-Q1 |
| Perseverance Asset Management International trimmed | 4,800,000 | $6M | 1.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 4,230,921 | $6M | 1.0% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 3,494,581 | $5M | 0.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 3,046,300 | $4M | 0.7% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 2,946,253 | $4M | 0.7% | 2026-Q1 |
| Ovata Capital Management Ltd added | 4,000,000 | $4M | 0.6% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 2,285,819 | $3M | 0.5% | 2026-Q1 |
| Oasis Management Co Ltd. | 2,234,402 | $3M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 1,762,103 | $2M | 0.4% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 1,611,581 | $2M | 0.4% | 2026-Q1 |
| Nuveen, LLC trimmed | 1,572,743 | $2M | 0.4% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,453,154 | $2M | 0.3% | 2026-Q1 |
| Legal & General Group Plc added | 1,407,633 | $2M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 1,105,339 | $1M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 1,063,491 | $1M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 981,117 | $1M | 0.2% | 2026-Q1 |
| Weiss Asset Management LP new | 960,054 | $1M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 957,987 | $1M | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 856,171 | $1M | 0.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 726,911 | $981K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 578,350 | $781K | 0.1% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 550,914 | $744K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 534,118 | $721K | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 523,843 | $707K | 0.1% | 2026-Q1 |
| CAXTON ASSOCIATES LLP new | 500,000 | $675K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 399,695 | $540K | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 366,300 | $495K | 0.1% | 2026-Q1 |
| GROUP ONE TRADING LLC added | 332,538 | $449K | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 316,364 | $427K | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 307,246 | $415K | 0.1% | 2026-Q1 |
| PROFUND ADVISORS LLC added | 299,355 | $404K | 0.1% | 2026-Q1 |
| IMC-Chicago, LLC added | 265,714 | $359K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 244,176 | $329K | 0.1% | 2026-Q1 |
| Daiwa Securities Group Inc. added | 191,700 | $259K | 0.0% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. trimmed | 189,544 | $256K | 0.0% | 2026-Q1 |
| Jefferies Financial Group Inc. trimmed | 181,252 | $245K | 0.0% | 2026-Q1 |
| Vontobel Holding Ltd. added | 178,089 | $240K | 0.0% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 172,300 | $233K | 0.0% | 2026-Q1 |
| Krane Funds Advisors LLC added | 27,539,381 | $56M | 9.5% | 2025-Q3 stale |
| VANGUARD GROUP INC trimmed | 15,239,935 | $29M | 5.0% | 2025-Q4 stale |
| Pinpoint Asset Management (Singapore) Pte. Ltd. new | 22,600,000 | $23M | 3.9% | 2025-Q4 stale |
| FEDERATED HERMES, INC. added | 9,370,852 | $21M | 3.6% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP trimmed | 5,887,700 | $11M | 1.9% | 2025-Q4 stale |
| Woodline Partners LP trimmed | 3,155,906 | $7M | 1.2% | 2025-Q1 stale |
| MARSHALL WACE, LLP added | 2,811,044 | $5M | 0.9% | 2025-Q4 stale |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 2,896,200 | $5M | 0.9% | 2025-Q2 stale |
| NAN FUNG TRINITY (HK) LTD trimmed | 1,801,450 | $5M | 0.8% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,759,600 | $5M | 0.8% | 2025-Q3 stale |
| MACQUARIE GROUP LTD trimmed | 1,623,472 | $4M | 0.7% | 2025-Q3 stale |
| Hel Ved Capital Management Ltd new | 1,513,800 | $4M | 0.7% | 2025-Q3 stale |
| E Fund Management Co., Ltd. trimmed | 2,105,130 | $4M | 0.6% | 2025-Q2 stale |
| Point72 Asset Management, L.P. trimmed | 1,114,192 | $3M | 0.5% | 2025-Q3 stale |
| LMR Partners LLP trimmed | 1,439,036 | $3M | 0.5% | 2025-Q4 stale |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 879,547 | $2M | 0.4% | 2025-Q3 stale |
| Quadrature Capital Ltd added | 924,988 | $2M | 0.4% | 2025-Q1 stale |
| BOOTHBAY FUND MANAGEMENT, LLC added | 753,568 | $2M | 0.3% | 2025-Q3 stale |
| AI-Squared Management Ltd added | 802,400 | $2M | 0.3% | 2025-Q4 stale |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 591,590 | $2M | 0.3% | 2025-Q3 stale |
| Brevan Howard Capital Management LP trimmed | 670,146 | $1M | 0.2% | 2025-Q4 stale |
| Portman Square Capital LLP added | 687,779 | $1M | 0.2% | 2025-Q2 stale |
| Catalyst Funds Management Pty Ltd added | 627,600 | $1M | 0.2% | 2025-Q4 stale |
| GF FUND MANAGEMENT CO. LTD. trimmed | 464,147 | $1M | 0.2% | 2025-Q3 stale |
| Walleye Capital LLC added | 413,276 | $1M | 0.2% | 2025-Q3 stale |
| LANSDOWNE PARTNERS (UK) LLP added | 216,026 | $1M | 0.2% | 2025-Q1 stale |
| Caption Management, LLC added | 580,000 | $1M | 0.2% | 2025-Q2 stale |
| Taikang Asset Management (Hong Kong) Co Ltd added | 400,000 | $1M | 0.2% | 2025-Q3 stale |
| DekaBank Deutsche Girozentrale | 18,735 | $834K | 0.1% | 2025-Q4 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 300,801 | $770K | 0.1% | 2025-Q3 stale |
| PINEBRIDGE INVESTMENTS, L.P. trimmed | 257,042 | $658K | 0.1% | 2025-Q3 stale |
| Y-Intercept (Hong Kong) Ltd added | 329,423 | $632K | 0.1% | 2025-Q4 stale |
| Headlands Technologies LLC added | 189,272 | $485K | 0.1% | 2025-Q3 stale |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 202,320 | $457K | 0.1% | 2025-Q1 stale |
| Lester Murray Antman dba SimplyRich trimmed | 198,041 | $447K | 0.1% | 2025-Q1 stale |
| Ionic Capital Management LLC added | 231,424 | $444K | 0.1% | 2025-Q4 stale |
| Quantbot Technologies LP added | 165,351 | $374K | 0.1% | 2025-Q1 stale |
| Man Group plc added | 164,763 | $372K | 0.1% | 2025-Q1 stale |
| GSA CAPITAL PARTNERS LLP trimmed | 144,424 | $370K | 0.1% | 2025-Q3 stale |
| BAROMETER CAPITAL MANAGEMENT INC. added | 147,300 | $333K | 0.1% | 2025-Q1 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 126,200 | $285K | 0.0% | 2025-Q1 stale |
| Penserra Capital Management LLC trimmed | 120,611 | $272K | 0.0% | 2025-Q1 stale |
| TWO SIGMA SECURITIES, LLC added | 111,428 | $214K | 0.0% | 2025-Q4 stale |
| Scientech Research LLC trimmed | 93,288 | $211K | 0.0% | 2025-Q1 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 117,428 | $208K | 0.0% | 2025-Q2 stale |
| GTS SECURITIES LLC added | 71,387 | $183K | 0.0% | 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.