- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 7 May 2025
- Managers listing it
- 8
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 8 listed it in both
- Shares listed
- 13,167,683
- combined, among listed positions
- Reported value
- $4.8bn
- combined, at the quarter end
Among the 95 comparable managers: 5 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 IWF in Q1 2025
8 of 8 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Fidelity (FMR LLC) | 9,461,711 | $3.4bn | 0.22% | Added | +4,428 | 5 Nov 2026 (the filing on sec.gov) |
| Wellington Management Group LLP | 1,285,798 | $464m | 0.09% | Added | +973,250 | 13 May 2025 (the filing on sec.gov) |
| Two Sigma Investments LP | 1,040,600 | $376m | 0.80% | Added | +82,600 | 15 May 2025 (the filing on sec.gov) |
| T. Rowe Price Associates Inc | 786,659 | $284m | under 0.1% | Added | +54,767 | 14 May 2025 (the filing on sec.gov) |
| Polen Capital Management LLC | 385,522 | $139m | 0.44% | Trimmed | -118,097 | 12 May 2025 (the filing on sec.gov) |
| AllianceBernstein LP | 206,700 | $75m | under 0.1% | Added | +18,794 | 15 May 2025 (the filing on sec.gov) |
| Capital Research Global Investors | 641 | $231k | under 0.1% | Trimmed | -1,493 | 12 May 2025 (the filing on sec.gov) |
| ARK Investment Management LLC | 52 | $19k | under 0.1% | Trimmed | -329 | 7 May 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Wellington Management Group LLPexisting position · 1,285,798 shares now+973,250
- Two Sigma Investments LPexisting position · 1,040,600 shares now+82,600
- T. Rowe Price Associates Incexisting position · 786,659 shares now+54,767
- AllianceBernstein LPexisting position · 206,700 shares now+18,794
- Fidelity (FMR LLC)existing position · 9,461,711 shares now+4,428
Reductions
- Polen Capital Management LLCexisting position · 385,522 shares now-118,097
- Capital Research Global Investorsexisting position · 641 shares now-1,493
- ARK Investment Management LLCexisting position · 52 shares now-329
New positions and exits
New (0)
No new position among listed positions.
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 |
|---|---|---|---|---|
| Q2 2013 | 3 | $1.4bn | n.a. | n.a. |
| Q3 2013 | 3 | $1.0bn | n.a. | n.a. |
| Q4 2013 | 3 | $1.2bn | n.a. | n.a. |
| Q1 2014 | 2 | $1.1bn | n.a. | n.a. |
| Q2 2014 | 2 | $1.2bn | n.a. | n.a. |
| Q3 2014 | 5 | $1.2bn | n.a. | n.a. |
| Q4 2014 | 4 | $1.3bn | n.a. | n.a. |
| Q1 2015 | 2 | $1.5bn | n.a. | n.a. |
| Q2 2015 | 3 | $1.6bn | n.a. | n.a. |
| Q3 2015 | 4 | $1.4bn | n.a. | n.a. |
| Q4 2015 | 2 | $1.5bn | n.a. | n.a. |
| Q1 2016 | 5 | $1.5bn | n.a. | n.a. |
| Q2 2016 | 2 | $1.5bn | n.a. | n.a. |
| Q3 2016 | 4 | $1.5bn | n.a. | n.a. |
| Q4 2016 | 3 | $1.5bn | n.a. | n.a. |
| Q1 2017 | 5 | $1.7bn | n.a. | n.a. |
| Q2 2017 | 4 | $1.7bn | n.a. | n.a. |
| Q3 2017 | 5 | $1.8bn | n.a. | n.a. |
| Q4 2017 | 4 | $1.9bn | n.a. | n.a. |
| Q1 2018 | 2 | $1.9bn | n.a. | n.a. |
| Q2 2018 | 3 | $2.0bn | n.a. | n.a. |
| Q3 2018 | 5 | $2.2bn | n.a. | n.a. |
| Q4 2018 | 3 | $2.0bn | n.a. | n.a. |
| Q1 2019 | 2 | $2.3bn | n.a. | n.a. |
| Q2 2019 | 4 | $2.6bn | n.a. | n.a. |
| Q3 2019 | 5 | $2.5bn | n.a. | n.a. |
| Q4 2019 | 3 | $2.6bn | n.a. | n.a. |
| Q1 2020 | 3 | $2.4bn | n.a. | n.a. |
| Q2 2020 | 5 | $3.0bn | n.a. | n.a. |
| Q3 2020 | 5 | $2.9bn | n.a. | n.a. |
| Q4 2020 | 3 | $3.2bn | n.a. | n.a. |
| Q1 2021 | 6 | $3.2bn | n.a. | n.a. |
| Q2 2021 | 6 | $3.5bn | n.a. | n.a. |
| Q3 2021 | 7 | $3.5bn | n.a. | n.a. |
| Q4 2021 | 7 | $4.0bn | n.a. | n.a. |
| Q1 2022 | 7 | $4.0bn | n.a. | n.a. |
| Q2 2022 | 8 | $3.3bn | n.a. | n.a. |
| Q3 2022 | 7 | $3.6bn | n.a. | n.a. |
| Q4 2022 | 7 | $3.5bn | n.a. | n.a. |
| Q1 2023 | 4 | $3.1bn | n.a. | n.a. |
| Q2 2023 | 5 | $3.5bn | n.a. | n.a. |
| Q3 2023 | 5 | $3.0bn | n.a. | n.a. |
| Q4 2023 | 5 | $3.4bn | 4 | 1 |
| Q1 2024 | 6 | $3.8bn | 3 | 3 |
| Q2 2024 | 6 | $4.5bn | 3 | 3 |
| Q3 2024 | 8 | $4.5bn | 3 | 5 |
| Q4 2024 | 9 | $4.9bn | 4 | 6 |
| Q1 2025 | 8 | $4.8bn | 5 | 3 |
| Q2 2025 | 7 | $4.4bn | 5 | 3 |
| Q3 2025 | 7 | $5.0bn | 4 | 3 |
| Q4 2025 | 6 | $4.9bn | 13 | 7 |
| Q1 2026 | 5 | $4.0bn | 5 | 14 |
| Q2 2026 (split) | 5 | $4.4bn | 2 | 1 |
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 IWF, latest filings →Back to the 13F Explorer →