Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
319 institutional managers reported holding IPGP for the quarter ended Mar 31, 2026. Together they hold about 67% of shares outstanding; the top 10 hold 41%. 73 opened new positions; 42 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| First Eagle Investment Management | 4.59M | 10.70% | $526.1M | added +2.4% | 2018 Q3 |
| Vanguard Group | 2.98M | 6.94% | $341.0M | added +6% | ≤2013 |
| BlackRock | 2.71M | 6.32% | $310.8M | added +10.4% | ≤2013 |
| Dimensional Fund Advisors | 1.70M | 3.96% | $194.9M | trimmed -6.3% | ≤2013 |
| Lazard Asset Management LLC | 1.37M | 3.20% | $157.4M | trimmed -22.3% | 2017 Q3 |
| Sumitomo Mitsui Trust Group, INC. | 1.35M | 3.15% | $154.7M | trimmed -21.7% | 2017 Q4 |
| Neuberger Berman Group LLC | 844.4k | 1.97% | $96.7M | added +19% | 2013 Q4 |
| State Street | 819.3k | 1.91% | $93.8M | added +1.7% | ≤2013 |
| Westwood Holdings Group INC | 779.5k | 1.82% | $89.3M | opened | 2026 Q1 |
| M&G PLC | 596.8k | 1.39% | $68.4M | trimmed -3.9% | 2019 Q4 |
| Morgan Stanley | 592.7k | 1.38% | $67.9M | trimmed -20.5% | ≤2013 |
| Invesco | 586.9k | 1.37% | $67.2M | added +103.4% | ≤2013 |
| Fuller & Thaler Asset Management, INC. | 552.0k | 1.29% | $63.2M | added +483.1% | 2022 Q3 |
| Disciplined Growth Investors INC /MN | 528.7k | 1.23% | $60.6M | trimmed -6.7% | 2018 Q4 |
| Geode Capital | 500.4k | 1.17% | $57.3M | added +3.1% | ≤2013 |
| Segall Bryant & Hamill, LLC | 468.7k | 1.09% | $53.7M | added +10.9% | 2025 Q4 |
| AQR Capital | 429.7k | 1.00% | $49.2M | trimmed -38.5% | ≤2013 |
| Allianz Asset Management GmbH | 352.7k | 0.82% | $40.4M | added +38.5% | 2016 Q4 |
| Charles Schwab Investment Management | 324.2k | 0.76% | $37.1M | trimmed -4% | ≤2013 |
| Emerald Advisers, LLC | 304.9k | 0.71% | $34.9M | added +49.4% | 2025 Q3 |
| Baillie Gifford | 269.4k | 0.63% | $30.9M | trimmed -29.9% | ≤2013 |
| Bank OF America CORP /DE/ | 258.6k | 0.60% | $29.6M | added +18.1% | ≤2013 |
| Pacific Heights Asset Management LLC | 225.0k | 0.52% | $25.8M | unchanged | ≤2013 |
| UBS | 218.4k | 0.51% | $25.0M | added +46.7% | ≤2013 |
| Exchange Traded Concepts, LLC | 215.8k | 0.50% | $24.7M | trimmed -16.5% | 2022 Q4 |
| American Capital Management INC | 208.9k | 0.49% | $23.9M | trimmed -11.3% | 2025 Q3 |
| Northern Trust | 202.5k | 0.47% | $23.2M | added +3.9% | ≤2013 |
| SEI Investments CO | 192.7k | 0.45% | $22.1M | added +445.9% | 2015 Q4 |
| Emerald Mutual Fund Advisers Trust | 192.5k | 0.45% | $22.0M | added +57.5% | 2025 Q3 |
| Raymond James Financial INC | 187.0k | 0.44% | $21.4M | added +45.1% | 2015 Q2 |
| Citadel Advisors | 185.8k | 0.43% | $21.3M | added +8.5% | 2019 Q2 |
| Legal & General Group PLC | 177.2k | 0.41% | $20.3M | trimmed -11.3% | 2015 Q1 |
| BNY Mellon | 155.1k | 0.36% | $17.8M | added +1.9% | ≤2013 |
| S Squared Technology, LLC (focused) | 153.9k | 0.36% | $17.6M | added +6.9% | 2025 Q1 |
| Royce & Associates | 136.0k | 0.32% | $15.6M | trimmed -20.1% | ≤2013 |
| Systematic Financial Management LP | 132.4k | 0.31% | $15.2M | added +4.9% | 2023 Q3 |
| First Trust Advisors LP | 130.5k | 0.30% | $14.9M | opened | 2026 Q1 |
| Quantinno Capital Management LP | 106.1k | 0.25% | $12.1M | trimmed -3.8% | 2023 Q2 |
| Brandes Investment Partners, LP | 97.1k | 0.23% | $11.1M | trimmed -35.8% | 2023 Q4 |
| Schaper Benz & Wise Investment Counsel INC/WI | 96.7k | 0.23% | $11.1M | unchanged | 2015 Q3 |
| Renaissance Technologies | 85.7k | 0.20% | $9.8M | added +173.8% | 2025 Q4 |
| Retirement Systems of Alabama | 79.3k | 0.18% | $9.1M | trimmed -62.9% | 2014 Q4 |
| Westport Asset Management INC | 77.5k | 0.18% | $8.9M | unchanged | 2016 Q4 |
| Lhm, INC. (focused) | 69.7k | 0.16% | $8.0M | trimmed -35.6% | 2023 Q4 |
| Ameriprise Financial INC | 67.9k | 0.16% | $7.8M | added +5.2% | ≤2013 |
| Hodges Capital Management INC. | 67.2k | 0.16% | $7.7M | added +197.3% | 2025 Q4 |
| Rhumbline Advisers | 66.5k | 0.15% | $7.6M | added +2.1% | ≤2013 |
| Goldman Sachs | 63.5k | 0.15% | $7.3M | added +41.3% | ≤2013 |
| Storebrand Asset Management AS | 62.7k | 0.15% | $7.2M | unchanged | 2025 Q4 |
| Castleark Management LLC | 60.5k | 0.14% | $6.9M | added +56.3% | 2025 Q4 |
Largest 50 of 319 shown; the full ranked, searchable register is at boothcheck.com/holders/IPGP. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.