Among active 13F managers last quarter, 9 opened and 23 added, while 24 reduced; the largest holder to move was Quaker Capital Investments, LLC (−15%). Over the last 180 days, 3 insiders sold and none bought, a net -$1.7M in open-market trades.
The legs disagree, or only one of them leans.
115 tracked 13F filers disclose a position in IHS as of the latest SEC 13F filings, a combined $1.2B 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Wendel SE | 63.0M | $518.9M | —Held | Q2 2026 | |
| 2 | Korea Investment CORP | 21.7M | $178.3M | —Held | Q1 2026 | |
| 3 | UBS Group AG | 16.5M | $135.7M | ▲46× Added · +16.1M sh | Q1 2026 | |
| 4 | HSBC Holdings PLC | 4.1M | $33.5M | ▲New +4.1M sh | Q1 2026 | |
| 5 | Quaker Capital Investments, LLC | 3.8M | $31.5M | ▼−15% Reduced · −693K sh | Q2 2026 | |
| 6 | Qube Research & Technologies Ltd | 3.7M | $30.3M | ▲+846% Added · +3.3M sh | Q1 2026 | |
| 7 | FIL Ltd | 3.2M | $26.7M | ▲New +3.2M sh | Q1 2026 | |
| 8 | Arrowstreet Capital, Limited Partnership | 2.6M | $21.3M | ▲+42% Added · +768K sh | Q1 2026 | |
| 9 | Two Sigma Investments, LP | 2.4M | $20.2M | ▲+133% Added · +1.4M sh | Q1 2026 | |
| 10 | Renaissance Technologies LLC | 2.3M | $18.6M | ▲+61% Added · +857K sh | Q1 2026 | |
| 11 | Aberdeen Group plc | 1.9M | $15.4M | ▼−16% Reduced · −366K sh | Q1 2026 | |
| 12 | Morgan Stanley | 1.6M | $12.8M | ▼−34% Reduced · −797K sh | Q1 2026 | |
| 13 | AQR Arbitrage LLC | 1.5M | $12.3M | ▲+5.8% Added · +82K sh | Q2 2026 | |
| 14 | Goldman Sachs Group Inc | 1.5M | $12.2M | ▲+253% Added · +1.1M sh | Q1 2026 | |
| 15 | Millennium Management LLC | 1.1M | $9.4M | ▼−68% Reduced · −2.4M sh | Q1 2026 | |
| 16 | Charles Schwab Investment Management Inc | 1.1M | $8.9M | ▼−19% Reduced · −261K sh | Q1 2026 | |
| 17 | AllianceBernstein L.P. | 874K | $7.2M | ▲New +874K sh | Q1 2026 | |
| 18 | LMR Partners LLP | 810K | $6.7M | ▲13× Added · +746K sh | Q2 2026 | |
| 19 | Magnetar Financial LLC | 762K | $6.3M | ▲+2.2% Added · +16K sh | Q2 2026 | |
| 20 | Squarepoint Ops LLC | 716K | $5.9M | ▲+297% Added · +535K sh | Q1 2026 | |
| 21 | Credit Industriel Et Commercial | 685K | $5.6M | ▲+50% Added · +229K sh | Q2 2026 | |
| 22 | Groupe la Francaise | 620K | $5.1M | ▲New +620K sh | Q1 2026 | |
| 23 | Gabelli & Co Investment Advisers, Inc. | 554K | $4.6M | ▲+31% Added · +130K sh | Q2 2026 | |
| 24 | Verition Fund Management LLC | 435K | $3.6M | ▼−65% Reduced · −811K sh | Q2 2026 | |
| 25 | Gabelli Funds LLC | 427K | $3.5M | ▲New +427K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 9 funds opened a new position in IHS and 23 added to an existing one, while 24 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 61 funds | $57.3B |
| Meta Platforms Inc-Class AMETA | 59 funds | $22.8B |
| Eli Lilly & CoLLY | 59 funds | $13.5B |
| Nvidia CorpNVDA | 58 funds | $67.0B |
| Amazon.com IncAMZN | 58 funds | $46.0B |
| Alphabet Inc-CL CGOOG | 58 funds | $32.1B |
| Alphabet Inc-CL AGOOGL | 58 funds | $31.1B |
| Micron Technology IncMU | 58 funds | $12.8B |
| Norfolk Southern CorpNSC | 58 funds | $5.6B |
| JPMorgan Chase & CoJPM | 57 funds | $11.4B |
| General ElectricGE | 57 funds | $6.1B |
| Apple IncAAPL | 56 funds | $54.2B |
Ranked by how many of IHS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IHS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 7, 2026 | Darwish Mohamad | EVP, IHS Nigeria CEO | Sell (S) 2 lots, same day | 28K | $230K |
| Apr 7, 2026 | Darwish Sam | Chairman and CEO, Director | Sell (S) 2 lots, same day | 124K | $1.0M |
| Apr 7, 2026 | Howden Stephen J | EVP, Chief Financial Officer | Sell (S) 2 lots, same day | 49K | $406K |
| Mar 18, 2026 | Darwish Mohamad | EVP, IHS Nigeria CEO | Sell (S) | 16K | $132K |
| Mar 18, 2026 | Howden Stephen J | EVP, Chief Financial Officer | Sell (S) | 40K | $324K |
| Mar 18, 2026 | Darwish Sam | Chairman and CEO, Director | Sell (S) | 87K | $710K |
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.
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.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 32 | 37 | – |
Insiders Form 4 open-market | 0 | 3 | -$1.7M |
US House STOCK Act trades | 0 | 0 | $0 |
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.
Connected entities for IHS
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/IHS/capital-change-brief"
Use Arkolith's capital_change_brief for IHS. 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 IHS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.