IDV Institutional Ownership
Who owns IDV and what the big funds did with it last quarter, from every SEC 13F filing. 628 funds reported holding IDV at Jun 30, 2026.
- ▲319 buying vs 208 selling
- ▼Shares held by funds -3.3%
- ▲Funds holding +18
- ▲Superinvestors: 1 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 628 | 610 | +3.0% |
| In funds' top 10 | 17 | 19 | −10.5% |
| 13F shares | 112M | 116M | −3.3% |
| Held by funds | – | – | – |
| New positions | 51 | 67 | −23.9% |
| Increased | 268 | 263 | +1.9% |
| Reduced | 178 | 165 | +7.9% |
| Sold out | 30 | 37 | −18.9% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in IDV
All superinvestors →
Who owns IDV
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds48.4%
- Banks and brokers50.4%
- Pensions, insurers and other1.2%
The top 10 holders own 48.2% of all IDV shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
426 funds changed their position- Wilshire Advisors LLCNew+4.2M sh
- Jane Street Group, LLCTrimmed−872K sh
- One Capital Management, LLCTrimmed−796K sh
- Orion Porfolio Solutions, LLCAdded+642K sh
- Jones Financial Companies LllpAdded+266K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Bank of America Corp /de/ | – | 14.5M | $601M | +204K |
| 2 | Morgan Stanley | – | 8.5M | $354M | −427K |
| 3 | Wells Fargo & Company/mn | – | 5.6M | $233M | +290K |
| 4 | Envestnet Asset Management Inc | – | 4.5M | $188M | +86K |
| 5 | Mercer Global Advisors Inc /adv | – | 4M | $167M | +147K |
| 6 | Ameriprise Financial Inc | – | 4M | $166M | −42K |
| 7 | UBS Group AG | – | 3.8M | $159M | +124K |
| 8 | LPL Financial LLC | – | 3.7M | $152M | +345K |
| 9 | Bank of New York Mellon Corp | – | 2.9M | $118M | −21K |
| 10 | Royal Bank of Canada | – | 2.5M | $103M | +33K |
- Horizon Investments, LLC+727K sh+$30.1M
- Susquehanna International Group, LLP+703K sh+$29.1M
- Jane Street Group, LLC+421K sh+$17.4M
- LPL Financial LLC+345K sh+$14.3M
- Wells Fargo & Company/mn+290K sh+$12M
- Basso Capital Management, L.P.+259K sh+$10.7M
- Jones Financial Companies Lllp+239K sh+$9.9M
- Qube Research & Technologies Ltd+236K sh+$9.8M
- Gallagher Fiduciary Advisors, LLC−8.9M sh−$370M
- Morgan Stanley−427K sh−$17.7M
- Mirae Asset Global Investments Co., Ltd.−325K sh−$13.5M
- Pinnacle Financial Partners, Inc.−124K sh−$5.1M
- Assetmark, Inc−120K sh−$5M
- Farther Finance Advisors, LLC−116K sh−$4.8M
- Ocean Park Asset Management, LLC−113K sh−$4.7M
- Mackenzie Financial Corp−100K sh−$4.3M
IDV institutional ownership FAQ
Who owns the most IDV stock?
In Q2 2026 13F filings the largest holder of IDV was Bank of America Corp /de/, followed by Morgan Stanley and Wells Fargo & Company/mn. Index fund managers are usually the biggest holders of large companies.
What percentage of IDV is owned by institutions?
628 funds reported holding 112M IDV shares at Jun 30, 2026.
Are hedge funds buying IDV?
In Q2 2026, 319 funds bought IDV (51 of them new positions) and 208 sold (30 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for IDV is bullish.
What is IDV's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this IDV ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.