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Security record · archived quarter

IBMR

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
2Tracked holders
0Δ holders
82.08KShares held
$2.10MReported value
+0New positions
−0Exits
How these are computed → Explain this at the Research Desk →

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 28 0 7.57M $192.16M +3 −3
Q1 2026 29 +3 7.17M $181.76M +4 −1
Q4 2025 26 +1 6.66M $169.47M +1
Q3 2025 2 0 82.08K $2.10M
Q2 2025 1 151 $3,810
Holder count
Who holds it · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 81.93K $2.09M 0.0% n/c 1 SEC ↗
2 Morgan Stanley 81.93K $2.09M 0.0% n/c 1 SEC ↗
3 BlackRock (passive) 151 0.0% $3,855 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 126 holders, 13.76M shares, $340.06M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2025 · Methodology · Get this via the API