IWR Institutional Ownership
Who owns IWR and what the big funds did with it last quarter, from every SEC 13F filing. 1,595 funds reported holding IWR at Jun 30, 2026.
- ●592 buying vs 546 selling
- ▲Shares held by funds +4.0%
- ▲Funds holding +66
- ●Superinvestors: 1 added, 1 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 | 1,595 | 1,529 | +4.3% |
| In funds' top 10 | 58 | 58 | 0.0% |
| 13F shares | 436M | 420M | +4.0% |
| Held by funds | – | – | – |
| New positions | 117 | 81 | +44.4% |
| Increased | 475 | 430 | +10.5% |
| Reduced | 493 | 522 | −5.6% |
| Sold out | 53 | 78 | −32.1% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 2,300 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in IWR
All superinvestors →
Who owns IWR
share of fund held shares- Index and passive funds2.4%
- Active managers and hedge funds26.5%
- Banks and brokers70.6%
- Pensions, insurers and other0.5%
The top 10 holders own 66.6% of all IWR shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
958 funds changed their position- Jones Financial Companies LllpAdded+3.1M sh
- International City Management Association Retirement CorpSold out−702K sh
- Cambridge Investment Research Advisors, Inc.Trimmed−512K sh
- State Farm Mutual Automobile Insurance CoNew+327K sh
- Alerus Financial NAAdded+293K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | – | 99.7M | $10.9B | +6.7M |
| 2 | Bank of America Corp /de/ | – | 68.9M | $7.6B | +3M |
| 3 | Wells Fargo & Company/mn | – | 45.4M | $5B | +2.5M |
| 4 | US Bancorp \de\ | – | 12.8M | $1.4B | −140K |
| 5 | PNC Financial Services Group, Inc. | – | 12.5M | $1.4B | +139K |
| 6 | Morgan Stanley | – | 11.9M | $1.3B | +946K |
| 7 | Bank of New York Mellon Corp | – | 10.7M | $1.2B | +7,311 |
| 8 | Baird Financial Group, Inc. | – | 10.7M | $1.2B | +1.7M |
| 9 | Northern Trust Corp | – | 10.1M | $1.1B | −65K |
| 10 | Royal Bank of Canada | – | 8.1M | $895M | +241K |
- Jones Financial Companies Lllp+6.7M sh+$733M
- Bank of America Corp /de/+3M sh+$331M
- Wells Fargo & Company/mn+2.5M sh+$280M
- Baird Financial Group, Inc.+1.7M sh+$186M
- Morgan Stanley+946K sh+$104M
- Performa Ltd (US), LLC+925K sh+$102M
- Cambridge Investment Research Advisors, Inc.+468K sh+$51.7M
- Jpmorgan Chase & Co+469K sh+$51.6M
- Mesirow Financial Investment Management, Inc.−573K sh−$63.2M
- Natixis Advisors, LLC−440K sh−$48.5M
- Albion Financial Group /ut−337K sh−$37.2M
- Kayne Anderson Rudnick Investment Management LLC−269K sh−$29.6M
- Fmr LLC−217K sh−$23.9M
- Independent Advisor Alliance−185K sh−$20.5M
- Badgley Phelps Wealth Managers, LLC−171K sh−$18.8M
- US Bancorp \de\−140K sh−$15.5M
IWR institutional ownership FAQ
Who owns the most IWR stock?
In Q2 2026 13F filings the largest holder of IWR was Jones Financial Companies Lllp, followed by Bank of America Corp /de/ and Wells Fargo & Company/mn. Index fund managers are usually the biggest holders of large companies.
What percentage of IWR is owned by institutions?
1,595 funds reported holding 436M IWR shares at Jun 30, 2026.
Are hedge funds buying IWR?
In Q2 2026, 592 funds bought IWR (117 of them new positions) and 546 sold (53 sold out completely). Among well known investors, 1 added and 1 cut. Our fund sentiment for IWR is bullish.
What is IWR's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this IWR 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.