ICHR

Ichor Holdings Ltd Cross-source read$57.35 2.83%
Information TechnologyCUSIP G4740B105· EOD Sep 11, 2026

Among active 13F managers last quarter, 15 opened and 19 added, while 23 reduced; the largest holder to move was Barrow Hanley Mewhinney & Strauss LLC (−11%). Over the last 180 days, 7 insiders sold and none bought, a net -$7.1M in open-market trades.

Tracked 13F holders
283
184 in Q2 2026 filings
13F value (tracked)
$2.4B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
34 adding · 23 trimming
Insiders · Form 4 open-market, 180d
0 buying · 7 selling · -$7.1M
US House · STOCK Act, 180d
0 buying · 1 selling · -$3K

The legs disagree, or only one of them leans.

Price & smart-money activity

$57.35 2.83%5Y +27.4%
$7.00$33.44$59.88$86.31$112.75202120222023202420252026234192223362212522312201721192251621233241923263322548214132239403314143393563324656688458774910
Hover for who · click for detailEnd-of-day closing prices52w $14.25 – $112.28

Who owns ICHR?

283 tracked 13F filers · ranked by shares held

283 tracked 13F filers disclose a position in ICHR as of the latest SEC 13F filings, a combined $2.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.5.3M
$597.6M
+1.7%
Added · +90K sh
Q2 2026
2Vanguard Portfolio Management LLC2.1M
$232.3M
+20%
Added · +343K sh
Q2 2026
3Barrow Hanley Mewhinney & Strauss LLC1.7M
$81.1M
−11%
Reduced · −217K sh
Q1 2026
4D. E. Shaw & Co., Inc.1.5M
$70.5M
+7.5%
Added · +105K sh
Q1 2026
5Vanguard Capital Management LLC1.5M
$166.3M
+2.5%
Added · +35K sh
Q2 2026
6State Street Corp1.4M
$153.2M
+7.3%
Added · +93K sh
Q2 2026
7Geode Capital Management, LLC1.0M
$114.7M
+17%
Added · +151K sh
Q2 2026
8Nuveen, LLC958K
$44.7M
−16%
Reduced · −179K sh
Q1 2026
9Dimensional Fund Advisors LP922K
$43.0M
−35%
Reduced · −492K sh
Q1 2026
10Millennium Management LLC837K
$39.0M
+67%
Added · +335K sh
Q1 2026
11Kennedy Capital Management LLC812K
$37.8M
−9.0%
Reduced · −81K sh
Q1 2026
12Marshall Wace, LLP689K
$32.1M
New
+689K sh
Q1 2026
13Deutsche Bank AG671K
$31.3M
+20%
Added · +110K sh
Q1 2026
14Charles Schwab Investment Management Inc634K
$29.5M
+2.6%
Added · +16K sh
Q1 2026
15Ameriprise Financial Inc593K
$27.6M
+30%
Added · +137K sh
Q1 2026
16Morgan Stanley510K
$23.8M
−41%
Reduced · −356K sh
Q1 2026
17Pinnacle Associates Ltd379K
$42.6M
−7.1%
Reduced · −29K sh
Q2 2026
18Two Sigma Investments, LP350K
$16.3M
+385%
Added · +278K sh
Q1 2026
19Northern Trust Corp331K
$15.4M
+6.7%
Added · +21K sh
Q1 2026
20Evergreen Quality Fund GP, Ltd.325K
$36.5M
New
+325K sh
Q2 2026
21Goldman Sachs Group Inc309K
$14.4M
−44%
Reduced · −239K sh
Q1 2026
22Bank Of America Corp287K
$13.4M
−46%
Reduced · −249K sh
Q1 2026
23Axiom Investors LLC266K
$12.4M
New
+266K sh
Q1 2026
24Vanguard Fiduciary Trust Co248K
$27.8M
+12%
Added · +26K sh
Q2 2026
25Harvey Partners, LLC206K
$23.1M
−56%
Reduced · −263K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is ICHR being bought or sold by institutions?

Last quarter, 15 funds opened a new position in ICHR and 19 added to an existing one, while 23 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
15
funds took a first position
Added
19
added to an existing position
Reduced
23
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own ICHR also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA150 funds$315.0B
Microsoft CorpMSFT150 funds$192.7B
Amazon.com IncAMZN148 funds$152.4B
Alphabet Inc-CL AGOOGL145 funds$131.9B
Meta Platforms Inc-Class AMETA144 funds$85.0B
Apple IncAAPL142 funds$223.3B
Eli Lilly & CoLLY142 funds$66.2B
Broadcom IncAVGO139 funds$125.7B
Micron Technology IncMU138 funds$47.6B
JPMorgan Chase & CoJPM137 funds$47.9B
Tesla IncTSLA136 funds$58.0B
Visa Inc-Class A SharesV136 funds$44.8B

Ranked by how many of ICHR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ICHR.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$7.1M
7 insiders
Net · 180d
-$7.1M
18 open-market transactions
DateInsiderRoleActionSharesValue
Sep 8, 2026Swyt GregChief Financial OfficerSell (S)2K$120K
Sep 1, 2026Ragsdale BruceChief Operating OfficerSell (S)
3 lots, same day
11K$550K
Aug 19, 2026Barros Philip Ryan Sr.Chief Executive Officer, DirectorSell (S)
2 lots, same day
1K$81K
Aug 18, 2026MacKenzie IainDirectorSell (S)
4 lots, same day
10K$653K
Jun 8, 2026Swyt GregChief Financial OfficerSell (S)7K$456K
Jun 4, 2026Barros Philip Ryan Sr.Chief Executive Officer, DirectorSell (S)14K$962K
Jun 2, 2026Black Laura A.DirectorSell (S)20K$1.5M
May 28, 2026Swyt GregChief Financial OfficerSell (S)20K$1.4M
May 19, 2026Titinger JorgeDirectorSell (S)4K$257K
May 13, 2026Haugen MarcDirectorSell (S)5K$404K
May 8, 2026Haugen MarcDirectorSell (S)
2 lots, same day
10K$716K
Feb 26, 2026Barros Philip Ryan Sr.Chief Executive Officer, DirectorSell (S)21K$979K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
4336
Insiders
Form 4 open-market
07-$7.1M
US House
STOCK Act trades
01-$3K
Sector rotation
ICHR is in Information Technology, which smart money is rotating INTO
+$84.4B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

184 tracked filers in Q2 2026 filingsstill filing
0116231Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $1.7B · 1 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for ICHR

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Ask your agent what changed in ICHR

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ICHR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ICHR.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ICHR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.