L3VLUP
ProSign in

IPGP in the 13F filings

Ipg Photonics Corp · CUSIP 44980X109

Sector · SemiconductorsTheme · AI infrastructure and semiconductors· L3VLUP-definedTheme · Semiconductors
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 23 Jan 2026
Managers listing it
28
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 5 listed it in both
Shares listed
8,603,048
combined, among listed positions
Reported value
$616m
combined, at the quarter end

Among the 92 comparable managers: 14 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -126,051.

Managers listing IPGP in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

28 of 28 holders

ActionFiling
First Eagle Investment Management LLC4,487,103$321m0.57%Added+12,3444 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP1,363,627$98munder 0.1%Trimmed-23,78817 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC709,783$51munder 0.1%Added+62,29627 Oct 2026 (the filing on sec.gov)
AQR Capital Management LLC698,405$50munder 0.1%Trimmed-202,86317 Feb 2026 (the filing on sec.gov)
Baillie Gifford & Co383,984$27munder 0.1%Trimmed-23,28823 Jan 2026 (the filing on sec.gov)
Invesco Ltd288,507$21munder 0.1%Added+181,42319 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC171,188$12munder 0.1%Trimmed-122,97217 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.98,599$7.1munder 0.1%Trimmed-27,07417 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC59,529$4.3munder 0.1%Added+15,08717 Feb 2026 (the filing on sec.gov)
Man Group PLC37,523$2.7munder 0.1%Added+19,81517 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC31,300$2.2munder 0.1%Newnew12 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC26,093$1.9munder 0.1%Added+6,67612 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC26,029$1.9munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc25,007$1.8munder 0.1%Added+79517 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC23,684$1.7munder 0.1%Trimmed-11,34413 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP23,277$1.7munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP22,800$1.6munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Caxton Associates LLP18,277$1.3munder 0.1%Held013 Feb 2026 (the filing on sec.gov)
Millennium Management LLC18,281$1.3munder 0.1%Trimmed-26,61217 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP18,104$1.3munder 0.1%Trimmed-72,49313 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP17,387$1.2munder 0.1%Trimmed-2,40717 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP15,985$1.1munder 0.1%Trimmed-9,87417 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd10,306$737kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP10,013$717kunder 0.1%Trimmed-4,37817 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC7,183$514kunder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, 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.

New (6)

Exited (1)

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.
6 in Q3 2024 to 3 in Q2 2026

Tracked managers listing it, at least.

0510152014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
IPGP by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20134$561mn.a.n.a.
Q3 20135$525mn.a.n.a.
Q4 20136$650mn.a.n.a.
Q1 20147$586mn.a.n.a.
Q2 20145$270mn.a.n.a.
Q3 20146$274mn.a.n.a.
Q4 20146$236mn.a.n.a.
Q1 20156$285mn.a.n.a.
Q2 20156$240mn.a.n.a.
Q3 20159$491mn.a.n.a.
Q4 20157$578mn.a.n.a.
Q1 20166$649mn.a.n.a.
Q2 20168$455mn.a.n.a.
Q3 20166$396mn.a.n.a.
Q4 20164$123mn.a.n.a.
Q1 20175$127mn.a.n.a.
Q2 20175$131mn.a.n.a.
Q3 20177$162mn.a.n.a.
Q4 20175$186mn.a.n.a.
Q1 20188$526mn.a.n.a.
Q2 20188$778mn.a.n.a.
Q3 20189$342mn.a.n.a.
Q4 201811$483mn.a.n.a.
Q1 201910$623mn.a.n.a.
Q2 201910$845mn.a.n.a.
Q3 20199$713mn.a.n.a.
Q4 201911$723mn.a.n.a.
Q1 20207$635mn.a.n.a.
Q2 20208$950mn.a.n.a.
Q3 20209$1.2bnn.a.n.a.
Q4 202014$1.8bnn.a.n.a.
Q1 20219$1.7bnn.a.n.a.
Q2 20219$1.7bnn.a.n.a.
Q3 202111$1.2bnn.a.n.a.
Q4 202110$1.4bnn.a.n.a.
Q1 202215$897mn.a.n.a.
Q2 202215$574mn.a.n.a.
Q3 202214$543mn.a.n.a.
Q4 202211$576mn.a.n.a.
Q1 202310$739mn.a.n.a.
Q2 20235$749mn.a.n.a.
Q3 20238$605mn.a.n.a.
Q4 202310$644m46
Q1 20245$431m32
Q2 20246$397m33
Q3 20246$362m52
Q4 20244$357m31
Q1 20256$407m51
Q2 20256$545m33
Q3 20255$549m23
Q4 20255$499m1413
Q1 20263$654m1317
Q2 20263$525m168

Compare with…

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

IPGP and NVDA →IPGP and AVGO →IPGP and MU →Choose a stock to compare with IPGP →

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