Who owns IX
272 institutions reported holding IX for 2026Q1, more than the 235 a quarter earlier.
272
Institutions reporting a position · as of 2026Q1 · up from 235 the quarter before
- Shares held by institutions
- 33.9M
Shares held by institutions · long US equity positions only, as reported on Form 13F
- Reported value
- $1.02B
Reported value · at 2026-03-31 prices, not today's
- Opened vs closed
- 61 / 24
Opened vs closed · new positions against positions exited in the latest quarter
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 52
- New positions
- 61
- Positions exited
- 24
- Added to
- 125
- Reduced
- 22
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 272 | 33.9M | $1.02B |
| 2025Q4 | 235 | 26.8M | $783M |
| 2025Q3 | 214 | 25.3M | $662M |
| 2025Q2 | 205 | 25.4M | $572M |
| 2025Q1 | 188 | 24.8M | $519M |
| 2024Q4 | 189 | 4.8M | $512M |
| 2024Q3 | 174 | 4.6M | $520M |
| 2024Q2 | 171 | 4.5M | $680M |
| 2024Q1 | 158 | 4.4M | $480M |
| 2023Q4 | 150 | 4.2M | $395M |
| 2023Q3 | 134 | 4.2M | $396M |
| 2023Q2 | 127 | 4.1M | $374M |
| 2023Q1 | 120 | 4.0M | $308M |
| 2022Q4 | 126 | 3.8M | $306M |
| 2022Q3 | 123 | 3.8M | $270M |
| 2022Q2 | 137 | 3.9M | $328M |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| FMR LLC | 5.9M | n/a | $178M |
| MORGAN STANLEY | 5.0M | n/a | $150M |
| BANK OF AMERICA CORP /DE/ | 2.9M | n/a | $87M |
| TODD ASSET MANAGEMENT LLC | 1.8M | n/a | $55M |
| NORTHERN TRUST CORP | 1.3M | n/a | $39M |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 1.1M | n/a | $34M |
| Cullen Capital Management, LLC | 1.1M | n/a | $32M |
| MARTIN CURRIE LTD | 1.0M | n/a | $31M |
| AMERICAN CENTURY COMPANIES INC | 1.0M | n/a | $29M |
| BlackRock Inc. | 0.9M | n/a | $28M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
reading the register…
Financial Services
Ranks #69 of 361 by Smart Score