- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 13 Feb 2025
- Managers listing it
- 3
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 2 listed it in both
- Shares listed
- 53,360,859
- combined, among listed positions
- Reported value
- $3.3bn
- combined, at the quarter end
Among the 94 comparable managers: 2 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +5,220,026.
Managers listing IJH in Q4 2024
3 of 3 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Fidelity (FMR LLC) | 45,753,482 | $2.9bn | 0.17% | Added | +4,402,710 | 5 Nov 2026 (the filing on sec.gov) |
| Starboard Value LP | 3,965,268 | $247m | 4.47% | New | new | 14 Feb 2025 (the filing on sec.gov) |
| Balyasny Asset Management LLC | 3,642,109 | $227m | 0.34% | Trimmed | -2,600,150 | 14 Feb 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Fidelity (FMR LLC)existing position · 45,753,482 shares now+4,402,710
- Starboard Value LPnew position · 3,965,268 shares now+3,965,268
Reductions
- Balyasny Asset Management LLCexisting position · 3,642,109 shares now-2,600,150
New positions and exits
New (1)
- Starboard Value LP$247m
Exited (1)
- Marshall Wace LLPwas $34m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 1 | $545k | n.a. | n.a. |
| Q1 2014 | 1 | $28m | n.a. | n.a. |
| Q2 2014 | 1 | $103m | n.a. | n.a. |
| Q3 2014 | 3 | $111m | n.a. | n.a. |
| Q2 2015 | 1 | $45m | n.a. | n.a. |
| Q3 2015 | 1 | $43m | n.a. | n.a. |
| Q4 2015 | 1 | $45m | n.a. | n.a. |
| Q1 2016 | 1 | $46m | n.a. | n.a. |
| Q2 2016 | 2 | $52m | n.a. | n.a. |
| Q3 2016 | 1 | $49m | n.a. | n.a. |
| Q4 2016 | 1 | $53m | n.a. | n.a. |
| Q1 2017 | 1 | $51m | n.a. | n.a. |
| Q2 2017 | 2 | $60m | n.a. | n.a. |
| Q3 2017 | 1 | $49m | n.a. | n.a. |
| Q4 2017 | 1 | $53m | n.a. | n.a. |
| Q1 2018 | 1 | $53m | n.a. | n.a. |
| Q2 2018 | 1 | $47m | n.a. | n.a. |
| Q3 2018 | 2 | $110m | n.a. | n.a. |
| Q4 2018 | 3 | $153m | n.a. | n.a. |
| Q1 2019 | 1 | $37m | n.a. | n.a. |
| Q2 2019 | 1 | $37m | n.a. | n.a. |
| Q3 2019 | 2 | $42m | n.a. | n.a. |
| Q4 2019 | 1 | $39m | n.a. | n.a. |
| Q1 2020 | 1 | $4.6m | n.a. | n.a. |
| Q2 2020 | 2 | $10m | n.a. | n.a. |
| Q3 2020 | 2 | $16m | n.a. | n.a. |
| Q4 2020 | 1 | $56m | n.a. | n.a. |
| Q1 2021 | 1 | $1.5m | n.a. | n.a. |
| Q2 2021 | 1 | $482m | n.a. | n.a. |
| Q3 2021 | 2 | $542m | n.a. | n.a. |
| Q4 2021 | 5 | $731m | n.a. | n.a. |
| Q1 2022 | 2 | $640m | n.a. | n.a. |
| Q2 2022 | 2 | $613m | n.a. | n.a. |
| Q3 2022 | 3 | $657m | n.a. | n.a. |
| Q4 2022 | 1 | $742m | n.a. | n.a. |
| Q1 2023 | 1 | $807m | n.a. | n.a. |
| Q2 2023 | 2 | $888m | n.a. | n.a. |
| Q3 2023 | 2 | $1.0bn | n.a. | n.a. |
| Q4 2023 | 2 | $1.8bn | 2 | 0 |
| Q1 2024 | 2 | $2.3bn | 2 | 0 |
| Q2 2024 | 2 | $2.7bn | 2 | 0 |
| Q3 2024 | 3 | $3.0bn | 2 | 1 |
| Q4 2024 | 3 | $3.3bn | 2 | 2 |
| Q1 2025 | 2 | $2.6bn | 0 | 3 |
| Q2 2025 | 4 | $2.7bn | 3 | 1 |
| Q3 2025 | 3 | $3.1bn | 2 | 1 |
| Q4 2025 | 4 | $3.6bn | 9 | 3 |
| Q1 2026 | 4 | $4.1bn | 8 | 6 |
| Q2 2026 | 3 | $5.0bn | 10 | 7 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
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 IJH, latest filings →Back to the 13F Explorer →