13F institutional ownership facts

Institutions tracked

11

Reported value

$4,147,974,070.00

Reported shares

549,400,539

Latest filing period

Q1 2026

Top institutional holders

  1. Morgan Stanley · $42,830,561 · <0.01%%
  2. Geode Capital Management · $4,387,478 · <0.01%%
  3. Invesco · $1,222,111 · <0.01%%
  4. David Solomon - Goldman Sachs · $808,016 · <0.01%%
  5. UBS Group · $454,547 · <0.01%%
  6. PNC Financial Services · $48,939 · <0.01%%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$IEP

Institutional Holdings

11

Top Institutions

Institutional InsightPRO

Scale Distribution

MEGA

37%

LARGE

39%

MEDIUM

31%

SMALL

-7%

Geographic Distribution

North America
67%
Europe
24%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

42

Sellers

34

Holders

76

New

11

Exited

5

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Insider TradingPRO

Trading Statistics

Insider Buyers

20

Insider Sellers

34

Purchase Value

$27.1M

Role Distribution

CEO
22%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

62

C+

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
92
Recent Activity
84
Concentration
61
Momentum
83
Stability
68

Recent Actions

New

7

Increased

19

Decreased

14

Exited

2

Total

30

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