- Quarter end
- 30 Sep 2024
- the date the book describes
- Filed
- 10 Feb 2025
- latest of these filings; the earliest 5 Nov 2024
- Managers listing it
- 11
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q2 2024 and Q3 2024; 7 listed it in both
- Shares listed
- 1,286,619
- combined, among listed positions
- Reported value
- $317m
- combined, at the quarter end
Among the 94 comparable managers: 7 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing IBP in Q3 2024
11 of 11 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 568,857 | $140m | 0.11% | Added | +58,335 | 14 Nov 2024 (the filing on sec.gov) |
| Capital Research Global Investors | 218,259 | $54m | under 0.1% | Held | 0 | 13 Nov 2024 (the filing on sec.gov) |
| Artisan Partners LP | 170,057 | $42m | 0.06% | New | new | 12 Nov 2024 (the filing on sec.gov) |
| Capital World Investors | 163,241 | $40m | under 0.1% | Trimmed | -16,842 | 13 Nov 2024 (the filing on sec.gov) |
| Baillie Gifford & Co | 48,381 | $12m | under 0.1% | Trimmed | -612 | 5 Nov 2024 (the filing on sec.gov) |
| First Eagle Investment Management LLC | 48,228 | $12m | under 0.1% | Added | +2,700 | 12 Nov 2024 (the filing on sec.gov) |
| Schonfeld Strategic Advisors LLC | 27,894 | $6.9m | under 0.1% | Added | n.a. | 14 Nov 2024 (the filing on sec.gov) |
| Polen Capital Management LLC | 17,963 | $4.4m | under 0.1% | Added | +4,870 | 10 Feb 2025 (the filing on sec.gov) |
| Holocene Advisors LP | 15,273 | $3.8m | under 0.1% | New | new | 14 Nov 2024 (the filing on sec.gov) |
| Caxton Associates LLP | 4,406 | $1.1m | under 0.1% | New | new | 14 Nov 2024 (the filing on sec.gov) |
| Winton Group Ltd | 4,060 | $1.0m | 0.07% | Trimmed | -351 | 12 Nov 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Artisan Partners LPnew position · 170,057 shares now+170,057
- Neuberger Berman Group LLCexisting position · 568,857 shares now+58,335
- Holocene Advisors LPnew position · 15,273 shares now+15,273
- Polen Capital Management LLCexisting position · 17,963 shares now+4,870
- Caxton Associates LLPnew position · 4,406 shares now+4,406
Reductions
- Capital World Investorsexisting position · 163,241 shares now-16,842
- Baillie Gifford & Coexisting position · 48,381 shares now-612
- Winton Group Ltdexisting position · 4,060 shares now-351
New positions and exits
New (3)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q1 2014 | 3 | $20m | n.a. | n.a. |
| Q2 2014 | 2 | $26m | n.a. | n.a. |
| Q3 2014 | 1 | $29m | n.a. | n.a. |
| Q4 2014 | 2 | $37m | n.a. | n.a. |
| Q1 2015 | 2 | $45m | n.a. | n.a. |
| Q2 2015 | 2 | $57m | n.a. | n.a. |
| Q3 2015 | 1 | $43m | n.a. | n.a. |
| Q4 2015 | 1 | $42m | n.a. | n.a. |
| Q1 2016 | 1 | $45m | n.a. | n.a. |
| Q2 2016 | 1 | $62m | n.a. | n.a. |
| Q3 2016 | 1 | $61m | n.a. | n.a. |
| Q4 2016 | 1 | $70m | n.a. | n.a. |
| Q1 2017 | 4 | $70m | n.a. | n.a. |
| Q2 2017 | 2 | $72m | n.a. | n.a. |
| Q3 2017 | 2 | $83m | n.a. | n.a. |
| Q4 2017 | 3 | $99m | n.a. | n.a. |
| Q1 2018 | 3 | $64m | n.a. | n.a. |
| Q2 2018 | 2 | $42m | n.a. | n.a. |
| Q3 2018 | 1 | $979k | n.a. | n.a. |
| Q4 2018 | 1 | $26m | n.a. | n.a. |
| Q1 2019 | 1 | $36m | n.a. | n.a. |
| Q2 2019 | 2 | $1.8m | n.a. | n.a. |
| Q3 2019 | 3 | $2.6m | n.a. | n.a. |
| Q4 2019 | 4 | $4.5m | n.a. | n.a. |
| Q1 2020 | 1 | $2.4m | n.a. | n.a. |
| Q2 2020 | 1 | $2.7m | n.a. | n.a. |
| Q3 2020 | 1 | $2.9m | n.a. | n.a. |
| Q4 2020 | 4 | $110m | n.a. | n.a. |
| Q1 2021 | 3 | $102m | n.a. | n.a. |
| Q2 2021 | 4 | $135m | n.a. | n.a. |
| Q3 2021 | 3 | $35m | n.a. | n.a. |
| Q4 2021 | 5 | $65m | n.a. | n.a. |
| Q1 2022 | 2 | $17m | n.a. | n.a. |
| Q2 2022 | 1 | $16m | n.a. | n.a. |
| Q3 2022 | 2 | $17m | n.a. | n.a. |
| Q4 2022 | 5 | $49m | n.a. | n.a. |
| Q1 2023 | 5 | $72m | n.a. | n.a. |
| Q2 2023 | 5 | $82m | n.a. | n.a. |
| Q3 2023 | 8 | $108m | n.a. | n.a. |
| Q4 2023 | 7 | $131m | 4 | 2 |
| Q1 2024 | 11 | $286m | 7 | 4 |
| Q2 2024 | 9 | $227m | 5 | 4 |
| Q3 2024 | 11 | $317m | 7 | 3 |
| Q4 2024 | 10 | $240m | 4 | 6 |
| Q1 2025 | 12 | $346m | 8 | 4 |
| Q2 2025 | 8 | $443m | 3 | 7 |
| Q3 2025 | 8 | $637m | 4 | 5 |
| Q4 2025 | 6 | $714m | 10 | 18 |
| Q1 2026 | 7 | $620m | 22 | 9 |
| Q2 2026 | 5 | $368m | 13 | 20 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
IBP and KLAC →IBP and GE →IBP and LRCX →Choose a stock to compare with IBP →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own IBP, latest filings →Back to the 13F Explorer →