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 | GSA CAPITAL PARTNERS LLP | 0.13% | 251,296 | $2K |
| 6 | Y-Intercept (Hong Kong) Ltd | 0.05% | 308,708 | $2.5M |
| 7 | DRIVE WEALTH MANAGEMENT, LLC | 0.04% | 22,851 | $188K |
| 8 | MILESTONE ASSET MANAGEMENT, LLC | 0.03% | 21,000 | $173K |
| 9 | Generali Asset Management SPA SGR | 0.03% | 180,000 | $1.5M |
| 10 | CWA Asset Management Group, LLC | 0.03% | 91,867 | $756K |
| 11 | Aberdeen Group plc | 0.02% | 1,866,600 | $15.4M |
| 12 | UBS Group AG | 0.02% | 16,491,631 | $135.7M |
| 13 | RITHOLTZ WEALTH MANAGEMENT | 0.02% | 141,684 | $1.2M |
| 14 | HSBC HOLDINGS PLC | 0.02% | 4,062,053 | $33.5M |
| 15 | DGS Capital Management, LLC | 0.02% | 12,740 | $105K |
| 16 | King Wealth Management Group | 0.02% | 14,710 | — |
| 17 | SUMMIT SECURITIES GROUP LLC | 0.01% | 12,370 | $102K |
| 18 | KINGSWOOD WEALTH ADVISORS, LLC | 0.01% | 30,362 | $250K |
| 19 | OPPENHEIMER & CO INC | 0.01% | 94,201 | $775K |
| 20 | Sanctuary Advisors, LLC | 0.01% | 167,083 | $1.4M |
| 21 | PINNACLE ASSOCIATES LTD | 0.01% | 57,800 | $476K |
| 22 | WOLVERINE ASSET MANAGEMENT LLC | 0.01% | 76,800 | $632K |
| 23 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 0.00% | 85,823 | $706K |
| 24 | Intentional Wealth Strategies, LLC | 0.00% | 266 | $2K |
| 25 | Farther Finance Advisors, LLC | 0.00% | 22,782 | $188K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|