Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in IP held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Capital Research Global Investors | 78.5M | $2.80B | +43.9% | 14.825% | 0.43% |
| 2 | BlackRock, Inc. | 46.2M | $1.65B | +8.0% | 8.730% | 0.03% |
| 3 | Capital International Investors | 36.7M | $1.31B | -42.2% | 6.926% | 0.31% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 34.3M | $1.23B | β | 6.483% | 0.03% |
| 5 | STATE STREET CORP | 30.8M | $1.10B | +2.7% | 5.819% | 0.04% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 25.0M | $892.5M | β | 4.721% | 0.05% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 13.9M | $492.9M | +2.1% | 2.617% | 0.03% |
| 8 | Bank of New York Mellon Corp | 13.6M | $485.6M | +66.2% | 2.569% | 0.09% |
| 9 | Invesco Ltd. | 12.5M | $446.0M | +16.1% | 2.359% | 0.07% |
| 10 | FRANKLIN RESOURCES INC | 11.4M | $406.1M | -23.3% | 2.149% | 0.10% |
| 11 | Atlas FRM LLC | 7.6M | $271.0M | +51.8% | 1.433% | 17.74% |
| 12 | GOLDMAN SACHS GROUP INC | 7.1M | $252.4M | +13.8% | 1.335% | 0.03% |
| 13 | MORGAN STANLEY | 6.9M | $246.3M | -11.4% | 1.303% | 0.01% |
| 14 | NORTHERN TRUST CORP | 4.6M | $163.7M | -0.8% | 0.866% | 0.02% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 4.2M | $150.0M | +7.3% | 0.794% | 0.03% |
| 16 | Hill City Capital, LP | 4.2M | $149.9M | +72.8% | 0.793% | 5.36% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.9M | $140.7M | +4.7% | 0.745% | 0.02% |
| 18 | Slate Path Capital LP | 3.4M | $120.7M | +31.1% | 0.638% | 1.79% |
| 19 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.3M | $119.6M | -8.0% | 0.622% | 0.04% |
| 20 | BANK OF AMERICA CORP /DE/ | 3.2M | $115.3M | -9.9% | 0.610% | 0.01% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 3.0M | $106.1M | β | 0.561% | 0.03% |
| 22 | UBS ASSET MANAGEMENT AMERICAS INC | 2.9M | $104.7M | +3.5% | 0.554% | 0.02% |
| 23 | Legal & General Group Plc | 2.7M | $95.8M | -1.3% | 0.507% | 0.02% |
| 24 | UBS Group AG | 2.6M | $94.0M | -9.1% | 0.497% | 0.01% |
| 25 | M&G Plc | 2.6M | $90.2M | -16.1% | 0.483% | 0.47% |
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 IP β a direct measure of their conviction.
Filings activity in IP during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new IP position in Q1 2026
Institutions that fully closed their IP 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 | 816 | 1.3% | 82.52% | 11.84 pp | $15.80B | 13% |
| Q4 2025 | 827 | 2.6% | 94.36% | 15.53 pp | $18.06B | 14% |
| Q3 2025 | 849 | 2.6% | 109.89% | 0.36 pp | $21.03B | 0.3% |
| Q2 2025 | 872 | 3.9% | 110.25% | 9.80 pp | $21.10B | 8.2% |
| Q1 2025 | 907 | 1.7% | 120.05% | +24.18 pp | $22.98B | +25% |
| Q4 2024 | 923 | +9.1% | 95.87% | +17.45 pp | $18.35B | +22% |
| Q3 2024 | 846 | +1.8% | 78.42% | +14.95 pp | $15.01B | +24% |
| Q2 2024 | 831 | β | 63.47% | β | $12.15B | 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.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| May 1, 2026 | Tozier Scott | Buy | 10K | $31.30 | $313K |
Quick answers to the most common questions about buying IP stock.
Based on Q1 2026 13F filings, institutional ownership of International Paper Company stands at 82.5%, held across 816 reporting institutions.
Capital Research Global Investors is the largest reported institutional holder of IP, with approximately 78,495,599 shares worth $2.80B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of IP.
Our composite Smart Money Score for IP is 22 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
115 institutions opened new positions in IP during Q1 2026, while 126 fully exited. 184 added to existing positions and 514 trimmed.
IP institutional ownership fell by 11.84 percentage points quarter-over-quarter, with a net change of -11 holders.
The top 10 institutions account for 68.4% of all reported 13F value in IP, and the top 25 account for 82.5%.
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.
International Paper Company (IP) Institutional Ownership