CITADEL ADVISORS LLC INCR — INC RESEARCH HOLDINGS INC-A

Ownership history in CITADEL ADVISORS LLC  ·  51 quarters on record

AI Ownership Summary

CITADEL ADVISORS LLC reported INC RESEARCH HOLDINGS INC-A (INCR) in 51 quarterly 13F filings from 2023 Q4 through 2025 Q4. The latest visible filing shows INCR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this INCR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITADEL ADVISORS LLC's position in INC RESEARCH HOLDINGS INC-A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

INCR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

INCR stock page CITADEL ADVISORS LLC fund profile CITADEL ADVISORS LLC full holdings
How CITADEL ADVISORS LLC held INCR — position size vs. price
% of Fund (quarterly)    INCR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 21 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 66,253 +53,478 +418.6% 0.00% $60K 2026-02-14 (Est.) $0.90
2025 Q3 REDUCED 68.9% -35.4% ✅ 12,775 -28,293 -68.9% 0.00% $21K 2025-11-14 $1.37
2025 Q2 ADDED — — — 41,068 +39,468 +2466.8% 0.00% $60K 2025-08-14 $1.66
2025 Q1 REDUCED 96.2% +5.0% ❌ 1,600 -40,717 -96.2% 0.00% $2K 2025-05-15 $1.51
2025 Q1 ADDED — — — 42,317 +41,417 +4601.9% 0.00% $59K 2025-05-15 $1.51
2025 Q1 REDUCED 88.9% +5.0% ❌ 900 -7,200 -88.9% 0.00% $1K 2025-05-15 $1.51
2024 Q4 ADDED — — — 8,100 +7,600 +1520.0% 0.00% $13K 2025-02-14 $1.62
2024 Q4 REDUCED 98.8% -11.9% ✅ 500 -41,650 -98.8% 0.00% $800 2025-02-14 $1.62
2024 Q4 ADDED — — — 42,150 +42,050 +42050.0% 0.00% $67K 2025-02-14 $1.62
2024 Q3 REDUCED 96.6% -21.9% ✅ 100 -2,800 -96.6% 0.00% $201 2024-11-14 $1.24
2024 Q3 REDUCED 94.3% -21.9% ✅ 2,900 -47,812 -94.3% 0.00% $6K 2024-11-14 $1.24
2024 Q3 REDUCED — — — 50,712 -582 -1.1% 0.00% $102K 2024-11-14 $1.24
2024 Q2 ADDED — — — 51,294 +51,094 +25547.0% 0.00% $103K 2024-08-14 $1.91
2024 Q2 REDUCED 96.4% +0.0% ❌ 200 -5,400 -96.4% 0.00% $402 2024-08-14 $1.91
2024 Q2 REDUCED 87.2% +0.0% ❌ 5,600 -38,141 -87.2% 0.00% $11K 2024-08-14 $1.91
2024 Q1 ADDED — — — 43,741 +42,941 +5367.6% 0.00% $119K 2024-05-15 $3.28
2024 Q1 ADDED — — — 800 +500 +166.7% 0.00% $2K 2024-05-15 $3.28
2024 Q1 REDUCED 40.0% -25.1% ✅ 300 -200 -40.0% 0.00% $813 2024-05-15 $3.28
2023 Q4 REDUCED 92.2% +107.8% ❌ 500 -5,900 -92.2% 0.00% $640 2024-02-14 $1.59
2023 Q4 REDUCED 88.0% +107.8% ❌ 6,400 -46,950 -88.0% 0.00% $8K 2024-02-14 $1.59
2023 Q4 ADDED — — — 53,350 +809 +1.5% 0.00% $68K 2024-02-14 $1.59
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding INCR

As of 2025 Q4 — sorted by position size

AdvisorShares Investments LLC 3Y 0.02% Founders Capital Management 3Y 7Y 0.0% Revisor Wealth Management LLC 0.0% MOORE CAPITAL MANAGEMENT, LP 3Y 7Y 0.0% Financial Network Wealth Advisors LLC 0.0% Quent Capital, LLC 3Y 0.0% HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 3Y 0.0% PenderFund Capital Management Ltd. 3Y 7Y 0.0% RENAISSANCE TECHNOLOGIES LLC 3Y 7Y 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0%

FAQ About CITADEL ADVISORS LLC and INCR

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITADEL ADVISORS LLC reported owning INCR?

CITADEL ADVISORS LLC reported INCR across 21 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported INCR position in CITADEL ADVISORS LLC's portfolio?

The largest reported portfolio weight for INCR was 0.00% in 2024 Q1.

What is the latest reported INCR position on this page?

The most recent filing on this page is 2025 Q4, when CITADEL ADVISORS LLC reported 66,253 shares, equal to 0.00% of portfolio, with an estimated market value of $60K.

What does the chart on this INCR ownership page compare?

The chart compares CITADEL ADVISORS LLC's quarterly INCR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CITADEL ADVISORS LLC time their INCR position?

Based on 13F filing dates vs. subsequent INCR price moves, CITADEL ADVISORS LLC correctly timed 18 out of 36 reported position changes (50%). The annualised alpha on INCR relative to SPY over the holding period was -17.9%.

← Back to CITADEL ADVISORS LLC Holdings