51 tracked 13F filers disclose a position in IRS as of the latest SEC 13F filings, a combined $171.8M 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 | Helikon Investments Ltd | $71.8M | 4.4M | ▲+6.9% Added · +286K sh | Q1 2026 | |
| 2 | VR Advisory Services Ltd | $43.3M | 2.7M | —Held | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $14.5M | 934K | ▲+1.1% Added · +10K sh | Q1 2026 | |
| 4 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $12.0M | 743K | ▲+12% Added · +79K sh | Q1 2026 | |
| 5 | Orbis Allan Gray Ltd | $8.1M | 501K | ▲New +501K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $3.4M | 208K | ▼−18% Reduced · −45K sh | Q1 2026 | |
| 7 | RWC Asset Management LLP | $2.5M | 156K | —Held | Q1 2026 | |
| 8 | Systrade AG | $1.8M | 120K | —Held | Q2 2026 | |
| 9 | PING CAPITAL MANAGEMENT, INC. | $1.8M | 120K | ▼−4.0% Reduced · −5K sh | Q2 2026 | |
| 10 | POLEN CAPITAL MANAGEMENT LLC | $1.5M | 94K | ▼−8.5% Reduced · −9K sh | Q1 2026 | |
| 11 | Secure Asset Management, LLC | $1.4M | 92K | ▲+1.3% Added · +1K sh | Q2 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $1.3M | 80K | ▼−35% Reduced · −43K sh | Q1 2026 | |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.1M | 71K | ▼−68% Reduced · −151K sh | Q1 2026 | |
| 14 | 683 Capital Management, LLC | $1.1M | 70K | ▼−55% Reduced · −85K sh | Q1 2026 | |
| 15 | Glenorchy Capital Ltd | $1.0M | 64K | ▲+19% Added · +10K sh | Q1 2026 | |
| 16 | Crocodile Capital Partners GmbH | $604K | 39K | —Held | Q2 2026 | |
| 17 | UBS Group AG | $598K | 37K | ▲+693% Added · +32K sh | Q1 2026 | |
| 18 | CITADEL ADVISORS LLC | $522K | 32K | ▼−50% Reduced · −32K sh | Q1 2026 | |
| 19 | Y-Intercept (Hong Kong) Ltd | $471K | 30K | ▼−31% Reduced · −13K sh | Q2 2026 | |
| 20 | Absolute Gestao de Investimentos Ltda. | $405K | 25K | ▲New +25K sh | Q1 2026 | |
| 21 | PRELUDE CAPITAL MANAGEMENT, LLC | $332K | 21K | ▲+46% Added · +7K sh | Q1 2026 | |
| 22 | XTX Topco Ltd | $317K | 20K | ▲+14% Added · +2K sh | Q1 2026 | |
| 23 | Engineers Gate Manager LP | $255K | 16K | ▲New +16K sh | Q1 2026 | |
| 24 | SEI INVESTMENTS CO | $251K | 16K | —Held | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $245K | 15K | ▼−37% Reduced · −9K 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, 8 funds opened a new position in IRS and 8 added to an existing one, while 7 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 |
|---|---|---|
| UNITEDHEALTH GROUP INCUNH | 19 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 18 funds | $6.1B |
| ELI LILLY & COLLY | 18 funds | $3.0B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 18 funds | $2.7B |
| NVIDIA CORPNVDA | 17 funds | $14.0B |
| MICROSOFT CORPMSFT | 17 funds | $8.6B |
| AMAZON.COM INCAMZN | 17 funds | $8.5B |
| THERMO FISHER SCIENTIFIC INCTMO | 17 funds | $1.2B |
| BOOKING HOLDINGS INCBKNG | 17 funds | $996.8M |
| EQT CORPEQT | 17 funds | $905.9M |
| BOSTON SCIENTIFIC CORPBSX | 17 funds | $819.0M |
| ELEVANCE HEALTH INCELV | 17 funds | $676.6M |
Ranked by how many of IRS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 30, 2026 | Cruces Jorge Alberto | Chief Investment Officer | Sell (S) | 25K | $38K |
| Mar 19, 2026 | ELSZTAIN EDUARDO S | Director, 10% Owner | Sell (S) | 20K | $42.3M |
| Mar 18, 2026 | ELSZTAIN EDUARDO S | Director, 10% Owner | Sell (S) | 10K | $22.5M |
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/IRS/capital-change-brief"
Use Arkolith's capital_change_brief for IRS. 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 IRS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.