L3VLUP
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
31
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 9 listed it in both
Shares listed
12,306,084
combined, among listed positions
Reported value
$1.7bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 21 buyers (opened or added shares) and 11 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +2,616,013.

Managers listing IDA in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

31 of 31 holders

ActionFiling
Wellington Management Group LLP2,856,235$408m0.08%Trimmed-162,30215 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)1,441,538$206munder 0.1%Added+505,11815 May 2026 (the filing on sec.gov)
Two Sigma Investments LP1,350,480$193m0.16%Added+816,44315 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC1,313,454$188m0.14%Added+13,72327 Oct 2026 (the filing on sec.gov)
Capital World Investors1,186,800$170munder 0.1%Newnew13 May 2026 (the filing on sec.gov)
AllianceBernstein LP1,199,901$152munder 0.1%Trimmed-137,71615 May 2026 (the filing on sec.gov)
Soros Fund Management LLC577,290$83m0.91%Trimmed-7,76615 May 2026 (the filing on sec.gov)
Invesco Ltd521,141$75munder 0.1%Trimmed-114,06112 May 2026 (the filing on sec.gov)
Capital Research Global Investors460,000$66munder 0.1%Added+108,30013 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC378,882$54m0.06%Added+141,47615 May 2026 (the filing on sec.gov)
Citadel Advisors LLC162,124$23munder 0.1%Added+130,79815 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc128,268$18munder 0.1%Added+79,05115 May 2026 (the filing on sec.gov)
Bridgewater Associates LP95,543$14m0.06%Added+38,72115 May 2026 (the filing on sec.gov)
Point72 Asset Management LP88,960$13munder 0.1%Added+58,18715 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC78,708$11munder 0.1%Added+24,92015 May 2026 (the filing on sec.gov)
Tudor Investment Corp63,333$9.1munder 0.1%Added+49,28115 May 2026 (the filing on sec.gov)
AQR Capital Management LLC61,306$8.7munder 0.1%Added+9,35715 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC59,774$8.5m0.06%Added+21,75115 May 2026 (the filing on sec.gov)
First Eagle Investment Management LLC41,573$5.9munder 0.1%Trimmed-49,73914 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP34,750$5.0munder 0.1%Added+31,99815 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.32,627$4.7munder 0.1%Added+27,19515 May 2026 (the filing on sec.gov)
Jane Street Group LLC26,543$3.8munder 0.1%Added+23,71512 May 2026 (the filing on sec.gov)
Millennium Management LLC25,067$3.6munder 0.1%Trimmed-113,65315 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd24,657$3.5munder 0.1%Held018 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP22,325$3.2munder 0.1%Added+18,07015 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
7 in Q3 2024 to 16 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
IDA by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20132$212mn.a.n.a.
Q3 20133$219mn.a.n.a.
Q4 20132$232mn.a.n.a.
Q1 20143$247mn.a.n.a.
Q2 20142$257mn.a.n.a.
Q3 20143$240mn.a.n.a.
Q4 20142$293mn.a.n.a.
Q1 20151$277mn.a.n.a.
Q2 20153$247mn.a.n.a.
Q3 20151$283mn.a.n.a.
Q4 20152$583mn.a.n.a.
Q1 20165$493mn.a.n.a.
Q2 20162$414mn.a.n.a.
Q3 20163$404mn.a.n.a.
Q4 20162$415mn.a.n.a.
Q1 20172$425mn.a.n.a.
Q2 20172$407mn.a.n.a.
Q3 20172$371mn.a.n.a.
Q4 20172$61mn.a.n.a.
Q1 20184$85mn.a.n.a.
Q2 20183$92mn.a.n.a.
Q3 20184$135mn.a.n.a.
Q4 20188$152mn.a.n.a.
Q1 20196$168mn.a.n.a.
Q2 201912$295mn.a.n.a.
Q3 20199$320mn.a.n.a.
Q4 20197$228mn.a.n.a.
Q1 20209$223mn.a.n.a.
Q2 20208$163mn.a.n.a.
Q3 202010$163mn.a.n.a.
Q4 20204$140mn.a.n.a.
Q1 20216$416mn.a.n.a.
Q2 20214$457mn.a.n.a.
Q3 20214$538mn.a.n.a.
Q4 20216$598mn.a.n.a.
Q1 20226$613mn.a.n.a.
Q2 20227$548mn.a.n.a.
Q3 20224$213mn.a.n.a.
Q4 20223$206mn.a.n.a.
Q1 20233$202mn.a.n.a.
Q2 20234$188mn.a.n.a.
Q3 20235$179mn.a.n.a.
Q4 20239$364m82
Q1 20247$338m62
Q2 20247$351m43
Q3 20247$483m51
Q4 20246$649m42
Q1 20259$732m62
Q2 202513$889m102
Q3 202513$979m48
Q4 202511$987m2114
Q1 202616$1.4bn2111
Q2 202616$1.4bn1913

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

IDA and SO →IDA and D →IDA and NEE →Choose a stock to compare with IDA →

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 IDA, latest filings →Back to the 13F Explorer →