Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in INFU held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Minerva Advisors LLC | 1.2M | $11.1M | +11.6% | 5.966% | 7.17% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 860K | $7.9M | β | 4.263% | 0.00% |
| 3 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 838K | $7.7M | +1.6% | 4.152% | 0.45% |
| 4 | First Eagle Investment Management, LLC | 721K | $6.7M | -4.0% | 3.574% | 0.01% |
| 5 | BlackRock, Inc. | 617K | $5.7M | +1.1% | 3.055% | 0.00% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 594K | $5.5M | +6.0% | 2.945% | 0.00% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 567K | $5.2M | -3.5% | 2.808% | 0.01% |
| 8 | HEARTLAND ADVISORS INC | 510K | $4.7M | +2.0% | 2.527% | 0.24% |
| 9 | AMERICAN CENTURY COMPANIES INC | 473K | $4.4M | +34.3% | 2.344% | 0.00% |
| 10 | Meros Investment Management, LP | 469K | $4.3M | -5.7% | 2.326% | 1.88% |
| 11 | Hillsdale Investment Management Inc. | 452K | $4.2M | +1.1% | 2.242% | 0.11% |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 369K | $3.4M | -12.0% | 1.827% | 0.00% |
| 13 | MILLENNIUM MANAGEMENT LLC | 355K | $3.3M | +23.8% | 1.757% | 0.00% |
| 14 | ESSEX INVESTMENT MANAGEMENT CO LLC | 299K | $2.8M | +1.8% | 1.483% | 0.44% |
| 15 | MARSHALL WACE, LLP | 265K | $2.4M | +84.5% | 1.314% | 0.00% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 234K | $2.2M | -23.4% | 1.161% | 0.00% |
| 17 | Truffle Hound Capital, LLC | 230K | $2.1M | 0.0% | 1.140% | 1.30% |
| 18 | GEODE CAPITAL MANAGEMENT, LLC | 218K | $2.0M | +0.1% | 1.082% | 0.00% |
| 19 | AWM Investment Company, Inc. | 201K | $1.9M | -64.2% | 0.996% | 0.21% |
| 20 | TWO SIGMA INVESTMENTS, LP | 185K | $1.7M | +165.3% | 0.919% | 0.00% |
| 21 | Teton Advisors, LLC | 185K | $1.7M | 0.0% | 0.917% | 1.20% |
| 22 | North Star Investment Management Corp. | 182K | $1.7M | +527.6% | 0.902% | 0.10% |
| 23 | CITADEL ADVISORS LLC | 170K | $1.6M | +17.5% | 0.842% | 0.00% |
| 24 | GABELLI FUNDS LLC | 148K | $1.4M | -1.1% | 0.736% | 0.01% |
| 25 | Russell Investments Group, Ltd. | 130K | $1.2M | -41.0% | 0.644% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in INFU β a direct measure of their conviction.
Filings activity in INFU during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new INFU position in Q1 2026
Institutions that fully closed their INFU position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 93 | 4.1% | 65.64% | +3.22 pp | $121M | +5.2% |
| Q4 2025 | 97 | +3.2% | 62.42% | 6.24 pp | $115M | 9.1% |
| Q3 2025 | 94 | +3.3% | 68.66% | +25.58 pp | $127M | +59% |
| Q2 2025 | 91 | 1.1% | 43.08% | +5.91 pp | $79M | +16% |
| Q1 2025 | 92 | +8.2% | 37.17% | 26.68 pp | $69M | 42% |
| Q4 2024 | 85 | +9.0% | 63.85% | +14.27 pp | $118M | +29% |
| Q3 2024 | 78 | +0.0% | 49.58% | 0.58 pp | $91M | 1.2% |
| Q2 2024 | 78 | β | 50.16% | β | $93M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying INFU stock.
Based on Q1 2026 13F filings, institutional ownership of InfuSystem Holdings, Inc. stands at 65.6%, held across 93 reporting institutions.
Minerva Advisors LLC is the largest reported institutional holder of INFU, with approximately 1,204,105 shares worth $0.01B as of Q1 2026.
Yes β 5 widely-followed marquee investors appear among the top 25 institutional holders of INFU, including RENAISSANCE TECHNOLOGIES LLC, MILLENNIUM MANAGEMENT LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for INFU is 72 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
19 institutions opened new positions in INFU during Q1 2026, while 23 fully exited. 55 added to existing positions and 17 trimmed.
INFU institutional ownership rose by 3.22 percentage points quarter-over-quarter, with a net change of -4 holders.
The top 10 institutions account for 52.2% of all reported 13F value in INFU, and the top 25 account for 79.9%.
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.
InfuSystem Holdings, Inc. (INFU) Institutional Ownership