Institutional Holders (2026 Q1)
132 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IHS. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Wendel SE | 100.00% | 62,975,396 | $518.3M |
| 2 | CREDIT INDUSTRIEL ET COMMERCIAL | 0.29% | 455,302 | $3.7M |
| 3 | R Squared Ltd | 0.15% | 33,448 | $275K |
| 4 | Inspire Investing, LLC | 0.13% | 197,628 | $1.6M |
| 5 | Y-Intercept (Hong Kong) Ltd | 0.05% | 308,708 | $2.5M |
| 6 | DRIVE WEALTH MANAGEMENT, LLC | 0.04% | 22,851 | $188K |
| 7 | MILESTONE ASSET MANAGEMENT, LLC | 0.03% | 21,000 | $173K |
| 8 | CWA Asset Management Group, LLC | 0.03% | 91,867 | $756K |
| 9 | Aberdeen Group plc | 0.02% | 1,866,600 | $15.4M |
| 10 | RITHOLTZ WEALTH MANAGEMENT | 0.02% | 141,684 | $1.2M |
| 11 | DGS Capital Management, LLC | 0.02% | 12,740 | $105K |
| 12 | KINGSWOOD WEALTH ADVISORS, LLC | 0.01% | 30,362 | $250K |
| 13 | OPPENHEIMER & CO INC | 0.01% | 94,201 | $775K |
| 14 | PINNACLE ASSOCIATES LTD | 0.01% | 57,800 | $476K |
| 15 | Farther Finance Advisors, LLC | 0.00% | 22,782 | $188K |
| 16 | Quintet Private Bank (Europe) S.A. | 0.00% | 1,600 | $13K |
| 17 | Merit Financial Group, LLC | 0.00% | 14,229 | $117K |
| 18 | SG Americas Securities, LLC | 0.00% | 64,282 | — |
| 19 | ProShare Advisors LLC | 0.00% | 44,900 | $370K |
| 20 | TRUIST FINANCIAL CORP | 0.00% | 25,706 | $212K |
| 21 | Spire Wealth Management | 0.00% | 319 | $3K |
| 22 | Stone House Investment Management, LLC | 0.00% | 3 | — |
| 23 | Root Financial Partners, LLC | 0.00% | 4 | — |
| 24 | SBI Securities Co., Ltd. | 0.00% | 3 | — |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|