85 tracked 13F filers disclose a position in IFS as of the latest SEC 13F filings, a combined $675.3M 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $94.6M | 1.9M | ▼−10% Reduced · −212K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $88.5M | 1.8M | ▲+1.3% Added · +23K sh | Q1 2026 | |
| 3 | FRANKLIN RESOURCES INC | $62.1M | 1.2M | ▼−4.6% Reduced · −60K sh | Q1 2026 | |
| 4 | DISCOVERY CAPITAL MANAGEMENT, LLC / CT | $53.1M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 5 | SCHRODER INVESTMENT MANAGEMENT GROUP | $40.2M | 800K | ▲+6.6% Added · +50K sh | Q1 2026 | |
| 6 | MILLENNIUM MANAGEMENT LLC | $33.2M | 662K | ▲+3.5% Added · +23K sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $27.6M | 572K | ▼−9.3% Reduced · −59K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $27.1M | 539K | ▼−19% Reduced · −130K sh | Q1 2026 | |
| 9 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $25.9M | 517K | ▼−10% Reduced · −59K sh | Q1 2026 | |
| 10 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $23.4M | 466K | ▲+4.2% Added · +19K sh | Q1 2026 | |
| 11 | HSBC HOLDINGS PLC | $19.5M | 388K | ▲25× Added · +372K sh | Q1 2026 | |
| 12 | MARSHALL WACE, LLP | $18.1M | 360K | ▲+17% Added · +54K sh | Q1 2026 | |
| 13 | AMERICAN CENTURY COMPANIES INC | $16.7M | 333K | ▼−5.5% Reduced · −19K sh | Q1 2026 | |
| 14 | Qube Research & Technologies Ltd | $16.2M | 323K | ▲+17% Added · +46K sh | Q1 2026 | |
| 15 | STATE STREET CORP | $15.5M | 310K | ▼−5.7% Reduced · −19K sh | Q1 2026 | |
| 16 | BNP PARIBAS FINANCIAL MARKETS | $10.7M | 213K | ▲+6.2% Added · +12K sh | Q1 2026 | |
| 17 | LAZARD ASSET MANAGEMENT LLC | $8.6M | 171K | ▲+3.2% Added · +5K sh | Q1 2026 | |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | $6.5M | 130K | →First observed position No prior filed position | Q1 2026 | |
| 19 | FIL Ltd | $6.0M | 120K | ▼−45% Reduced · −98K sh | Q1 2026 | |
| 20 | DEUTSCHE BANK AG\ | $4.2M | 84K | ▲5k× Added · +84K sh | Q1 2026 | |
| 21 | Point72 Asset Management, L.P. | $4.2M | 83K | ▼−52% Reduced · −89K sh | Q1 2026 | |
| 22 | MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | $4.7M | 82K | ▲+13% Added · +10K sh | Q2 2026 | |
| 23 | Police & Firemen's Retirement System of New Jersey | $4.2M | 74K | ▼−7.1% Reduced · −6K sh | Q2 2026 | |
| 24 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt | $3.7M | 73K | —Held | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $3.6M | 72K | ▲+165% Added · +45K sh | Q1 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.
Last quarter, 9 funds opened a new position in IFS and 17 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 42 funds | $82.7B |
| AMAZON.COM INCAMZN | 42 funds | $64.1B |
| NVIDIA CORPNVDA | 41 funds | $104.1B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 41 funds | $17.9B |
| BROADCOM INCAVGO | 40 funds | $47.0B |
| ALPHABET INC-CL CGOOG | 40 funds | $36.3B |
| META PLATFORMS INC-CLASS AMETA | 40 funds | $33.7B |
| JPMORGAN CHASE & COJPM | 40 funds | $19.5B |
| VISA INC-CLASS A SHARESV | 40 funds | $13.1B |
| BANK OF AMERICA CORPBAC | 40 funds | $10.3B |
| APPLE INCAAPL | 39 funds | $78.1B |
| LAM RESEARCH CORPLRCX | 39 funds | $12.9B |
Ranked by how many of IFS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 26, 2026 | Santa Maria Guzman Hugo Antonio | Director | Sell (S) | 225 | $11K |
Connected entities for IFS
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IFS/capital-change-brief"
Use Arkolith's capital_change_brief for IFS. 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 IFS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.