Ranked by reported Q2 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 | BlackRock, Inc. | 1.6M | $15.3M | +157.1% | 7.856% | 0.00% |
| 2 | Minerva Advisors LLC | 1.3M | $13.0M | +12.0% | 6.682% | 8.22% |
| 3 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 835K | $8.1M | -0.4% | 4.136% | 0.40% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 791K | $7.6M | -8.1% | 3.918% | 0.00% |
| 5 | HEARTLAND ADVISORS INC | 700K | $6.8M | +37.3% | 3.469% | 0.30% |
| 6 | AMERICAN CENTURY COMPANIES INC | 675K | $6.5M | +42.7% | 3.345% | 0.00% |
| 7 | First Eagle Investment Management, LLC | 620K | $6.0M | -14.1% | 3.072% | 0.00% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 599K | $5.8M | +0.8% | 2.970% | 0.00% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 543K | $5.2M | -4.2% | 2.691% | 0.01% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 496K | $4.8M | +127.1% | 2.458% | 0.00% |
| 11 | Diamond Hill Capital Management, LLC (Investment Advisor) | 489K | $4.7M | β | 2.423% | 0.04% |
| 12 | Meros Investment Management, LP | 469K | $4.5M | -0.1% | 2.324% | 1.44% |
| 13 | Hillsdale Investment Management Inc. | 424K | $4.1M | -6.2% | 2.103% | 0.09% |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 369K | $3.6M | 0.0% | 1.827% | 0.00% |
| 15 | WHITE PINE CAPITAL LLC | 226K | $2.2M | +73.0% | 1.118% | 0.51% |
| 16 | STATE STREET CORP | 213K | $2.1M | +116.8% | 1.053% | 0.00% |
| 17 | PANAGORA ASSET MANAGEMENT INC | 195K | $1.9M | +135.5% | 0.966% | 0.01% |
| 18 | Teton Advisors, LLC | 185K | $1.8M | 0.0% | 0.917% | 1.03% |
| 19 | Expect Equity LLC | 185K | $1.8M | +128.3% | 0.916% | 1.15% |
| 20 | North Star Investment Management Corp. | 182K | $1.8M | 0.0% | 0.902% | 0.10% |
| 21 | CITADEL ADVISORS LLC | 181K | $1.7M | +6.3% | 0.895% | 0.00% |
| 22 | NORTHERN TRUST CORP | 154K | $1.5M | +170.2% | 0.761% | 0.00% |
| 23 | TWO SIGMA INVESTMENTS, LP | 148K | $1.4M | -20.0% | 0.735% | 0.00% |
| 24 | GABELLI FUNDS LLC | 145K | $1.4M | -2.3% | 0.719% | 0.01% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 141K | $1.4M | +15.7% | 0.699% | 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 Q2 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 99 | +5.3% | 74.54% | +6.28 pp | $136M | +12% |
| Q1 2026 | 94 | 3.1% | 68.26% | +2.62 pp | $122M | +5.5% |
| Q4 2025 | 97 | +3.2% | 65.64% | +4.07 pp | $115M | 9.1% |
| Q3 2025 | 94 | +3.3% | 61.57% | 3.27 pp | $127M | +59% |
| Q2 2025 | 91 | 1.1% | 64.84% | +4.14 pp | $79M | +16% |
| Q1 2025 | 92 | +8.2% | 60.70% | 4.51 pp | $69M | 42% |
| Q4 2024 | 85 | +9.0% | 65.21% | +1.32 pp | $118M | +29% |
| Q3 2024 | 78 | β | 63.89% | β | $91M | 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 Q2 2026 13F filings, institutional ownership of InfuSystem Holdings, Inc. stands at 74.5%, held across 99 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of INFU, with approximately 1,585,415 shares worth $0.02B as of Q2 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of INFU, including RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for INFU is 73 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
26 institutions opened new positions in INFU during Q2 2026, while 21 fully exited. 52 added to existing positions and 20 trimmed.
INFU institutional ownership rose by 6.28 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 58.0% of all reported 13F value in INFU, and the top 25 account for 84.2%.
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