Who owns IXC (IXC)
Which tracked institutional funds hold IXC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IXC 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
The tracked-fund tape on IXC is one-sided between 2025-Q4 and 2026-Q1: 105 added or opened and 13 trimmed or exited — on balance accumulating.
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
IXC’s largest tracked holder by dollar value, HSBC HOLDINGS PLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IXC 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 342 tracked filers holding IXC, 161 increased or opened the position and 113 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 IXC 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 22
- HSBC HOLDINGS PLC$270M
- SCHRODER INVESTMENT MANAGEMENT GROUP$193M
- FIL Ltd$109M
- DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$14M
- Cambria Investment Management, L.P.$12M
- ALLIANCEBERNSTEIN L.P.$10M
Full exits 7
- Nicholson Meyer Capital Management, Inc.$4M
- Gladstone Institutional Advisory LLC$2M
- PARK AVENUE SECURITIES LLC$1M
- SSA SWISS ADVISORS AG$888K
- AXXCESS WEALTH MANAGEMENT, LLC$716K
- Point72 Asset Management, L.P.$586K
Largest adds
- MORGAN STANLEY$77M
- BANK OF AMERICA CORP /DE/$17M
- Focus Partners Wealth$14M
- JANE STREET GROUP, LLC$13M
- LPL Financial LLC$12M
- EVERGREEN CAPITAL MANAGEMENT LLC$11M
Largest trims
- Fisher Asset Management, LLC$415M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$126M
- COMMONWEALTH EQUITY SERVICES, LLC$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Cetera Investment Advisers$3M
- Equitable Holdings, Inc.$824K
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 |
|---|---|---|---|---|
| HSBC HOLDINGS PLC added | 4,685,253 | $270M | 16.7% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 3,524,710 | $203M | 12.5% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 3,320,569 | $193M | 11.9% | 2026-Q1 |
| MORGAN STANLEY added | 1,930,904 | $111M | 6.9% | 2026-Q1 |
| FIL Ltd added | 1,853,632 | $109M | 6.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,159,227 | $67M | 4.1% | 2026-Q1 |
| Focus Partners Wealth added | 816,015 | $47M | 2.9% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 639,418 | $37M | 2.3% | 2026-Q1 |
| Verger Capital Management LLC trimmed | 564,910 | $33M | 2.0% | 2026-Q1 |
| Versant Capital Management, Inc added | 486,453 | $28M | 1.7% | 2026-Q1 |
| LPL Financial LLC added | 416,096 | $24M | 1.5% | 2026-Q1 |
| UBS Group AG trimmed | 388,949 | $22M | 1.4% | 2026-Q1 |
| MFA WEALTH ADVISORS, LLC added | 316,532 | $18M | 1.1% | 2026-Q1 |
| Van Cleef Asset Management,Inc trimmed | 282,705 | $16M | 1.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 279,571 | $16M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 272,871 | $16M | 1.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 252,947 | $15M | 0.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 238,875 | $14M | 0.9% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 235,824 | $14M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 233,458 | $13M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 229,506 | $13M | 0.8% | 2026-Q1 |
| Financial Advisory Corp trimmed | 222,454 | $13M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 210,862 | $12M | 0.8% | 2026-Q1 |
| Cambria Investment Management, L.P. trimmed | 202,515 | $12M | 0.7% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 192,339 | $11M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 179,975 | $10M | 0.6% | 2026-Q1 |
| Strategic Wealth Investment Group, LLC trimmed | 179,561 | $10M | 0.6% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 230,860 | $10M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 167,048 | $10M | 0.6% | 2026-Q1 |
| Morningstar Investment Management LLC trimmed | 154,885 | $9M | 0.6% | 2026-Q1 |
| Sigma Planning Corp trimmed | 140,467 | $8M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 139,878 | $8M | 0.5% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 136,205 | $8M | 0.5% | 2026-Q1 |
| NKCFO LLC new | 115,125 | $7M | 0.4% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. | 112,456 | $6M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 107,873 | $6M | 0.4% | 2026-Q1 |
| Ayalon Insurance Comp Ltd. | 107,474 | $6M | 0.4% | 2026-Q1 |
| CLIENT 1ST ADVISORY GROUP, LLC added | 106,827 | $6M | 0.4% | 2026-Q1 |
| GenTrust, LLC trimmed | 106,085 | $6M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 101,138 | $6M | 0.4% | 2026-Q1 |
| PRUDENTIAL PLC added | 96,225 | $6M | 0.3% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD added | 96,111 | $6M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 89,533 | $5M | 0.3% | 2026-Q1 |
| Proficio Capital Partners LLC added | 88,885 | $5M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 87,105 | $5M | 0.3% | 2026-Q1 |
| PGIM Custom Harvest LLC added | 83,127 | $5M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 81,608 | $5M | 0.3% | 2026-Q1 |
| Banco Santander, S.A. added | 77,235 | $4M | 0.3% | 2026-Q1 |
| Factor Wealth Management LTD added | 74,287 | $4M | 0.3% | 2026-Q1 |
| NORTHLAND SECURITIES, INC. trimmed | 72,129 | $4M | 0.3% | 2026-Q1 |
| SIERRA SUMMIT ADVISORS LLC added | 70,360 | $4M | 0.3% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 68,525 | $4M | 0.2% | 2026-Q1 |
| Wealthfront Advisers LLC added | 67,900 | $4M | 0.2% | 2026-Q1 |
| Advocate Investing Services LLC trimmed | 63,178 | $4M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 61,161 | $4M | 0.2% | 2026-Q1 |
| ABLE Financial Group, LLC added | 56,932 | $3M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 52,324 | $3M | 0.2% | 2026-Q1 |
| SENTINEL TRUST CO LBA | 52,300 | $3M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 49,704 | $3M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 64,001 | $3M | 0.2% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 44,971 | $3M | 0.2% | 2026-Q1 |
| Pinnacle Wealth Management Advisory Group, LLC added | 43,956 | $3M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 43,533 | $3M | 0.2% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 42,252 | $2M | 0.2% | 2026-Q1 |
| Dakota Wealth Management trimmed | 41,212 | $2M | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 39,989 | $2M | 0.1% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 39,762 | $2M | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 39,087 | $2M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 38,762 | $2M | 0.1% | 2026-Q1 |
| TD Waterhouse Canada Inc. trimmed | 38,834 | $2M | 0.1% | 2026-Q1 |
| Alpha Financial Partners LLC added | 37,418 | $2M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 35,868 | $2M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 46,099 | $2M | 0.1% | 2026-Q1 |
| PSI Advisors, LLC added | 33,435 | $2M | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 33,067 | $2M | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC | 32,169 | $2M | 0.1% | 2026-Q1 |
| RAINIER FAMILY WEALTH INC new | 32,100 | $2M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 31,992 | $2M | 0.1% | 2026-Q1 |
| J. Safra Sarasin Holding AG added | 29,621 | $2M | 0.1% | 2026-Q1 |
| ICON ADVISERS INC/CO | 28,000 | $2M | 0.1% | 2026-Q1 |
| Chesley Taft & Associates LLC added | 27,772 | $2M | 0.1% | 2026-Q1 |
| JAMES INVESTMENT RESEARCH, INC. trimmed | 27,202 | $2M | 0.1% | 2026-Q1 |
| Vontobel Holding Ltd. trimmed | 26,120 | $2M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 26,089 | $2M | 0.1% | 2026-Q1 |
| Affiance Financial, LLC | 24,755 | $1M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 24,628 | $1M | 0.1% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 24,354 | $1M | 0.1% | 2026-Q1 |
| Climber Capital SA added | 24,248 | $1M | 0.1% | 2026-Q1 |
| Rathbones Group PLC added | 23,849 | $1M | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 23,290 | $1M | 0.1% | 2026-Q1 |
| SCS Capital Management LLC added | 22,784 | $1M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 22,588 | $1M | 0.1% | 2026-Q1 |
| Money Design Co.,Ltd. added | 306,833 | $12M | 0.7% | 2025-Q2 stale |
| Family Firm, Inc. added | 117,971 | $5M | 0.3% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 110,300 | $4M | 0.3% | 2025-Q2 stale |
| Nicholson Meyer Capital Management, Inc. trimmed | 88,813 | $4M | 0.2% | 2025-Q4 stale |
| Quadrature Capital Ltd added | 65,831 | $3M | 0.2% | 2025-Q2 stale |
| GTS SECURITIES LLC added | 53,548 | $2M | 0.1% | 2025-Q3 stale |
| Gladstone Institutional Advisory LLC added | 48,538 | $2M | 0.1% | 2025-Q4 stale |
| CW Advisors, LLC added | 38,000 | $1M | 0.1% | 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.