IBP
Installed Building Products, Inc. · Consumer Cyclical · Residential Construction
Momentum inputs (comparable managers):
holder breadth -13.3% ·
share flow -3.4% ·
net new positions -15.4%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 119 | -7 | 19.27M | $4.43B | +8 | −15 |
| Q1 2026 | 129 | -2 | 19.12M | $5.07B | +5 | −8 |
| Q4 2025 | 130 | +3 | 21.12M | $5.48B | +4 | — |
| Q3 2025 | 17 | +3 | 11.19M | $2.76B | +3 | −1 |
| Q2 2025 | 12 | -5 | 10.70M | $1.93B | — | −5 |
| Q1 2025 | 14 | 0 | 2.93M | $502.37M | +1 | −1 |
| Q4 2024 | 14 | 0 | 2.91M | $510.19M | +1 | −1 |
| Q3 2024 | 13 | -2 | 1.60M | $393.14M | +1 | −3 |
| Q2 2024 | 15 | — | 1.65M | $339.91M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 623.00K | +3.9% | $153.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 623.00K | +3.9% | $153.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 199.22K | -2.7% | $49.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 199.22K | -2.7% | $49.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Norges Bank ✦ (passive) | 173.32K | -26.0% | $42.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Capital World Investors ✦ | 163.24K | -9.3% | $40.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wellington Management ✦ | 140.64K | New | $34.64M | 0.0% | New | 1 | SEC ↗ |
| 8 | Millennium Management ✦ | 138.31K | -3.4% | $34.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Baillie Gifford ✦ | 48.38K | -1.2% | $11.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Baillie Gifford ✦ | 48.38K | -1.2% | $11.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Baillie Gifford ✦ | 48.38K | -1.2% | $11.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 37.53K | +196.1% | $9.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 36.10K | +4.5% | $8.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 36.10K | +4.5% | $8.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 16.10K | -8.8% | $3.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 16.10K | -8.8% | $3.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 10.79K | -80.9% | $2.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Renaissance Technologies ✦ | 4.90K | -93.5% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fisher Asset Management ✦ | 4.74K | -31.1% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $34.64M | 0.0% |
Exited
| D. E. Shaw & Co. | $3.79M | was 0.0% |
| Bridgewater Associates | $2.29M | was 0.0% |
| Gotham Asset Management | $1.72M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 443 holders, 25.93M shares, $6.27B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.