| 0.04% |
| 4 | AMERICAN CENTURY COMPANIES INC | 3.1M | $237.6M | -3.1% | 5.031% | 0.11% |
| 5 | STATE STREET CORP | 2.8M | $213.5M | +7.1% | 4.520% | 0.00% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | $189.6M | +0.9% | 4.014% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1.6M | $119.5M | +5.5% | 2.530% | 0.01% |
| 8 | Boston Trust Walden Corp | 1.3M | $99.2M | +20.1% | 2.101% | 0.76% |
| 9 | GOLDMAN SACHS GROUP INC | 1.0M | $78.7M | +12.1% | 1.666% | 0.01% |
| 10 | Azora Capital LP | 886K | $67.3M | -32.5% | 1.425% | 2.83% |
| 11 | FIRST TRUST ADVISORS LP | 821K | $62.3M | -27.8% | 1.320% | 0.04% |
| 12 | NORTHERN TRUST CORP | 751K | $57.0M | +12.6% | 1.208% | 0.01% |
| 13 | REINHART PARTNERS, LLC. | 750K | $56.9M | +0.5% | 1.206% | 1.30% |
| 14 | Tamar Securities, LLC | 721K | $54.8M | -4.7% | 1.160% | 5.12% |
| 15 | NORGES BANK | 700K | $53.2M | — | 1.126% | 0.01% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 695K | $52.8M | -1.3% | 1.117% | 0.01% |
| 17 | MILLENNIUM MANAGEMENT LLC | 651K | $49.4M | -8.6% | 1.047% | 0.02% |
| 18 | AQR CAPITAL MANAGEMENT LLC | 588K | $44.6M | +18.5% | 0.945% | 0.02% |
| 19 | Bank of New York Mellon Corp | 437K | $33.2M | -2.6% | 0.702% | 0.01% |
| 20 | PANAGORA ASSET MANAGEMENT INC | 423K | $32.1M | +9.7% | 0.681% | 0.10% |
| 21 | ProShare Advisors LLC | 378K | $28.7M | +2.9% | 0.607% | 0.04% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 366K | $27.8M | +2.8% | 0.588% | 0.01% |
| 23 | Polaris Capital Management, LLC | 321K | $24.4M | -30.6% | 0.516% | 2.30% |
| 24 | BANK OF AMERICA CORP /DE/ | 311K | $23.6M | +59.9% | 0.500% | 0.00% |
| 25 | TWO SIGMA INVESTMENTS, LP | 307K | $23.3M | +82.0% | 0.493% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in IBOC — a direct measure of their conviction.
| 67.14% |
| 0.36 pp |
| $2.54B |
| 0.5% |
| Q4 2024 | 240 | +3.4% | 67.50% | +2.40 pp | $2.55B | +9.6% |
| Q3 2024 | 232 | — | 65.10% | — | $2.33B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
34 institutions opened new positions in IBOC during Q2 2026, while 24 fully exited. 222 added to existing positions and 39 trimmed.
IBOC institutional ownership rose by 2.30 percentage points quarter-over-quarter, with a net change of +9 holders.
The top 10 institutions account for 64.4% of all reported 13F value in IBOC, and the top 25 account for 84.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.