| 3.878% |
| 0.01% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 1.6M | $187.7M | -5.9% | 3.770% | 0.03% |
| 5 | LAZARD ASSET MANAGEMENT LLC | 1.4M | $167.5M | +3.9% | 3.364% | 0.25% |
| 6 | Sumitomo Mitsui Trust Group, Inc. | 1.4M | $159.8M | +0.9% | 3.209% | 0.09% |
| 7 | VICTORY CAPITAL MANAGEMENT INC | 1.3M | $154.3M | +32558.5% | 3.099% | 0.09% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | $135.1M | +1.1% | 2.712% | 0.00% |
| 9 | Neuberger Berman Group LLC | 977K | $114.1M | +15.7% | 2.302% | 0.04% |
| 10 | STATE STREET CORP | 909K | $106.7M | +11.0% | 2.142% | 0.00% |
| 11 | WESTWOOD HOLDINGS GROUP INC | 902K | $105.8M | +15.7% | 2.124% | 0.80% |
| 12 | M&G Plc | 596K | $69.8M | -0.1% | 1.405% | 0.35% |
| 13 | DISCIPLINED GROWTH INVESTORS INC /MN | 531K | $62.3M | +0.4% | 1.251% | 1.05% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 512K | $60.1M | +2.3% | 1.206% | 0.00% |
| 15 | SEGALL BRYANT & HAMILL, LLC | 499K | $58.5M | +6.3% | 1.175% | 0.69% |
| 16 | MORGAN STANLEY | 432K | $50.6M | -27.2% | 1.017% | 0.00% |
| 17 | AQR CAPITAL MANAGEMENT LLC | 449K | $50.6M | +4.4% | 1.057% | 0.02% |
| 18 | CITADEL ADVISORS LLC | 411K | $48.2M | +91.3% | 0.969% | 0.00% |
| 19 | Invesco Ltd. | 400K | $46.9M | -31.8% | 0.943% | 0.00% |
| 20 | Allianz Asset Management GmbH | 338K | $39.6M | -4.2% | 0.796% | 0.02% |
| 21 | EMERALD ADVISERS, LLC | 327K | $38.3M | +7.1% | 0.770% | 0.90% |
| 22 | EXCHANGE TRADED CONCEPTS, LLC | 304K | $35.7M | +41.1% | 0.717% | 0.08% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 300K | $35.2M | -7.3% | 0.708% | 0.00% |
| 24 | Legal & General Group Plc | 299K | $35.1M | +68.9% | 0.705% | 0.01% |
| 25 | NEXT CENTURY GROWTH INVESTORS LLC | 271K | $31.8M | — | 0.638% | 1.68% |
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 IPGP — a direct measure of their conviction.
| 61.85% |
| +1.32 pp |
| $1.59B |
| 9.6% |
| Q4 2024 | 275 | +1.1% | 60.53% | +2.73 pp | $1.75B | +0.2% |
| Q3 2024 | 272 | — | 57.80% | — | $1.75B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
63 institutions opened new positions in IPGP during Q2 2026, while 42 fully exited. 203 added to existing positions and 85 trimmed.
IPGP institutional ownership rose by 2.99 percentage points quarter-over-quarter, with a net change of +24 holders.
The top 10 institutions account for 55.1% of all reported 13F value in IPGP, and the top 25 account for 76.8%.
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.
IPG Photonics Corporation (IPGP) Institutional Ownership