INTU · Intuit Inc. · Shareholders & Ownership
$343.39
-11.51 (-3.24%)
At close · Oct 23
Return incl. dividend (before tax)
Market Cap
$91.77B
Shares
267.24M
Volume · Oct 23
2.54M
Avg daily vol (3M)
3.79M
Every disclosed holder of INTU in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns INTU
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 241,879,189 | 90.51% |
| Insiders (Forms 3, 4, 5) | 5,923,493 | 2.22% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 19,433,318 | 7.27% |
| Registered funds (N-PORT, not summed) | 84,241,723 | 31.52% |
Shares outstanding: 267,236,000, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of INTU
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
26,252,335 | ||
| 1.1 |
iShares Core S&P 500 ETF
Fund
S000004310 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
3,804,371 | ||
| 1.2 |
iShares Expanded Tech-Software Sector ETF
Fund
S000004355 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,415,983 | ||
| 1.3 |
iShares MSCI USA Quality Factor ETF
Fund
S000041444 · Registered fund · Jul 31, 2026
iShares Trust, not summed
|
779,334 | ||
| 1.4 |
iShares Russell 1000 Value ETF
Fund
S000004345 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
413,997 | ||
| 1.5 |
iShares MSCI USA Min Vol Factor ETF
Fund
S000031838 · Registered fund · Jul 31, 2026
iShares Trust, not summed
|
408,050 | ||
| 2 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
17,958,464 | ||
| 3 |
|
13,289,484 | ||
| 3.1 |
State Street(R) Technology Select Sector SPDR(R) ETF
Fund
S000006415 · Registered fund · Jun 30, 2026
SELECT SECTOR SPDR TRUST, not summed
|
1,909,180 | ||
| 3.2 |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
Fund
S000006983 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
659,648 | ||
| 3.3 |
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
Fund
S000006984 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
231,175 | ||
| 3.4 |
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
Fund
S000006985 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
148,037 | ||
| 3.5 |
State Street Equity 500 Index II Portfolio
Fund
S000046029 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
107,037 | ||
| 4 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
9,526,564 | ||
| 4.1 |
Invesco NASDAQ 100 ETF
Fund
S000069448 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
1,175,073 | ||
| 4.2 |
Invesco S&P 500 Equal Weight ETF
Fund
S000060812 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
656,113 | ||
| 4.3 |
Invesco Main Street Fund
Fund
S000064632 · Registered fund · Jul 31, 2026
AIM Equity Funds (Invesco Equity Funds), not summed
|
323,970 | ||
| 4.4 |
Invesco S&P 500 Equal Weight Technology ETF
Fund
S000060789 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
262,896 | ||
| 4.5 |
Invesco S&P 100 Equal Weight ETF
Fund
S000013106 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
91,966 | ||
| 5 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
8,684,119 | ||
| 6 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,568,625 | ||
| 7 |
VANGUARD 500 INDEX FUND
Fund
S000002839 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
7,164,796 | ||
| 8 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,934,202 | ||
| 9 |
Invesco QQQ Trust, Series 1
Fund
S000101292 · Registered fund · Jun 30, 2026
Invesco QQQ Trust, Series 1, not summed
|
5,806,423 | ||
| 10 |
|
5,637,432 | ||
| 11 |
NORGES BANK
13F
CIK 1374170 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,375,785 | ||
| 12 |
FIL Ltd
13F
CIK 318989 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,077,870 | ||
| 13 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,935,654 | ||
| 13.1 |
Global Strategist Portfolio
Fund
S000004124 · Registered fund · Jun 30, 2026
MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
|
928 | ||
| 13.2 |
E*TRADE No Fee Large Cap Index Fund
Fund
S000090720 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
559 | ||
| 13.3 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
410 | ||
| 13.4 |
Global Strategist Portfolio
Fund
S000004181 · Registered fund · Jun 30, 2026
MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
|
122 | ||
| 14 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,808,487 | ||
| 15 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
CIK 1164508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,468,170 | ||
| 16 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
CIK 861177 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,334,328 | ||
| 16.1 |
UBS GLOBAL ALLOCATION FUND
Fund
S000002979 · Registered fund · Jun 30, 2026
UBS FUNDS, not summed
|
560 | ||
| 16.2 |
UBS U.S. Allocation Fund
Fund
S000002487 · Registered fund · May 31, 2026
UBS INVESTMENT TRUST, not summed
|
196 | ||
| 16.3 |
PACE Alternative Strategies Investments
Fund
S000006035 · Registered fund · Jul 31, 2026
PACE SELECT ADVISORS TRUST, not summed
|
13 | ||
| 17 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,118,963 | ||
| 17.1 |
Stock Index Fund
Fund
S000001247 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
82,095 | ||
| 17.2 |
FlexShares Quality Dividend Index Fund
Fund
S000038873 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
42,011 | ||
| 17.3 |
World Selection Index Fund
Fund
S000019579 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
12,893 | ||
| 17.4 |
FlexShares US Quality Large Cap Index Fund
Fund
S000050614 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
11,648 | ||
| 17.5 |
FlexShares Quality Dividend Defensive Index Fund
Fund
S000038875 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
8,856 | ||
| 18 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
13F
CIK 315032 · Insurance company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,058,534 | ||
| 19 |
EAGLE CAPITAL MANAGEMENT LLC
13F
CIK 945631 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,973,884 | ||
| 19.1 |
Eagle Capital Select Equity ETF
Fund
S000081645 · Registered fund · Jun 30, 2026
2023 ETF Series Trust, not summed
|
357,165 | ||
| 20 |
JANE STREET GROUP, LLC
13F
CIK 1595888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,672,088 | ||
| 21 |
PRICE T ROWE ASSOCIATES INC /MD/
13F
CIK 80255 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,575,687 | ||
| 21.1 |
T. Rowe Price Large-Cap Growth Fund
Fund
S000002095 · Registered fund · Jun 30, 2026
T. Rowe Price Equity Funds, Inc., not summed
|
364,375 | ||
| 21.2 |
T. Rowe Price Equity Index 500 Fund
Fund
S000002089 · Registered fund · Jun 30, 2026
T. ROWE PRICE INDEX TRUST, INC., not summed
|
172,123 | ||
| 21.3 |
T. Rowe Price Growth Stock Fund, Inc.
Fund
S000002087 · Registered fund · Jun 30, 2026
T. ROWE PRICE GROWTH STOCK FUND, INC., not summed
|
57,676 | ||
| 21.4 |
T. Rowe Price U.S. Equity Research Fund
Fund
S000002071 · Registered fund · Jun 30, 2026
T. Rowe Price U.S. Equity Research Fund, Inc., not summed
|
57,555 | ||
| 21.5 |
T. Rowe Price Growth ETF
Fund
S000079835 · Registered fund · Jun 30, 2026
T. Rowe Price Exchange-Traded Funds, Inc., not summed
|
19,652 | ||
| 22 |
Ninety One UK Ltd
13F
CIK 1418329 · Registered investment adviser · Sep 30, 2026
|
2,343,602 | ||
| 23 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,259,926 | ||
| 24 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,180,650 | ||
| 24.1 |
Schwab S&P 500 Index Fund
Fund
S000005911 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
618,372 | ||
| 24.2 |
Schwab U.S. Large-Cap Growth ETF
Fund
S000026633 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
593,520 | ||
| 24.3 |
Schwab U.S. Large-Cap ETF
Fund
S000026632 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
295,208 | ||
| 24.4 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
167,890 | ||
| 24.5 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
164,521 | ||
| 25 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,163,189 | ||
| 25.1 |
BNY Mellon US Large Cap Core Equity ETF
Fund
S000067260 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
|
22,463 | ||
| 25.2 |
BNY Mellon Concentrated Growth ETF
Fund
S000087737 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust II, not summed
|
6,308 | ||
| 25.3 |
BNY Mellon Women's Opportunities ETF
Fund
S000080184 · Registered fund · Aug 29, 2025
BNY Mellon ETF Trust, not summed
|
558 | ||
| 26 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,161,507 | ||
| 27 |
D. E. Shaw & Co., Inc.
13F
CIK 1009207 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,135,509 | ||
| 28 |
Amundi
13F
CIK 1330387 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,128,372 | ||
| 29 |
|
2,061,831 | ||
| 30 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,046,061 | ||
| 30.1 |
Goldman Sachs Nasdaq-100 Premium Income ETF
Fund
S000081510 · Registered fund · Jun 30, 2026
Goldman Sachs ETF Trust, not summed
|
85,345 | ||
| 30.2 |
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
Fund
S000048295 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
41,218 | ||
| 30.3 |
Goldman Sachs U.S. Equity Insights Fund
Fund
S000009327 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
28,156 | ||
| 30.4 |
Goldman Sachs Technology Opportunities Fund
Fund
S000009339 · Registered fund · Nov 30, 2025
Goldman Sachs Trust, not summed
|
24,612 | ||
| 30.5 |
Goldman Sachs Rising Dividend Growth Fund
Fund
S000036119 · Registered fund · Jul 31, 2026
GOLDMAN SACHS TRUST, not summed
|
24,355 | ||
| 31 |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
Fund
S000004452 · Registered fund · May 31, 2026
VANGUARD WORLD FUND, not summed
|
1,917,364 | ||
| 32 |
Legal & General Group Plc
13F
CIK 764068 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,911,105 | ||
| 33 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,745,678 | ||
| 33.1 |
Fidelity 500 Index Fund
Fund
S000006027 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
3,561,078 | ||
| 33.2 |
Fidelity Total Market Index Fund
Fund
S000006026 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
526,148 | ||
| 33.3 |
Select Software and IT Services Portfolio
Fund
S000007483 · Registered fund · May 31, 2026
Fidelity Select Portfolios, not summed
|
461,451 | ||
| 33.4 |
Fidelity Series Total Market Index Fund
Fund
S000065248 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
424,945 | ||
| 33.5 |
Strategic Advisers U.S. Total Stock Fund
Fund
S000084926 · Registered fund · May 31, 2026
Fidelity Rutland Square Trust II, not summed
|
302,568 | ||
| 34 |
VANGUARD GROWTH INDEX FUND
Fund
S000002842 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,669,746 | ||
| 35 |
DEUTSCHE BANK AG\
13F
CIK 948046 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,634,639 | ||
| 35.1 |
Xtrackers S&P 500 Scored & Screened ETF
Fund
S000065220 · Registered fund · Aug 31, 2026
DBX ETF Trust, not summed
|
19,924 | ||
| 35.2 |
Xtrackers MSCI USA Climate Action Equity ETF
Fund
S000079909 · Registered fund · May 29, 2026
DBX ETF Trust, not summed
|
16,680 | ||
| 35.3 |
Deutsche DWS Equity 500 Index Portfolio
Fund
S000009010 · Registered fund · Jun 30, 2026
DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
|
8,576 | ||
| 35.4 |
Xtrackers S&P 100 Ex Top 20 ETF
Fund
S000077074 · Registered fund · Aug 31, 2026
DBX ETF Trust, not summed
|
4,832 | ||
| 35.5 |
Xtrackers MSCI USA Selection Equity ETF
Fund
S000064994 · Registered fund · Aug 31, 2026
DBX ETF Trust, not summed
|
4,611 | ||
| 36 |
SG Americas Securities, LLC
13F
CIK 1313360 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,573,745 | ||
| 37 |
VANGUARD DIVIDEND APPRECIATION INDEX FUND
Fund
S000011322 · Registered fund · Jul 31, 2026
VANGUARD SPECIALIZED FUNDS, not summed
|
1,564,701 | ||
| 38 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,561,091 | ||
| 39 |
WORLDQUANT MILLENNIUM ADVISORS LLC
13F
CIK 1745981 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,517,056 | ||
| 40 |
VANGUARD INSTITUTIONAL INDEX FUND
Fund
S000002853 · Registered fund · Jun 30, 2026
VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
|
1,501,318 | ||
| 41 |
Unisphere Establishment
13F
CIK 2012090 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,485,000 | ||
| 42 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,467,579 | ||
| 42.1 |
AQR Long-Short Equity Fund
Fund
S000041116 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
151,304 | ||
| 42.2 |
AQR Multi-Asset Fund
Fund
S000029959 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
22,524 | ||
| 42.3 |
AQR Style Premia Alternative Fund
Fund
S000042050 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
15,283 | ||
| 42.4 |
AQR Alternative Risk Premia Fund
Fund
S000058563 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
5,692 | ||
| 42.5 |
AQR Global Fund
Fund
S000024170 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
3,516 | ||
| 43 |
Qube Research & Technologies Ltd
13F
CIK 1729829 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,360,061 | ||
| 44 |
VANGUARD VALUE INDEX FUND
Fund
S000002840 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,303,730 | ||
| 45 |
Pacer Advisors, Inc.
13F
CIK 1616667 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,282,667 | ||
| 46 |
VICTORY CAPITAL MANAGEMENT INC
13F
CIK 1040188 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,219,053 | ||
| 46.1 |
VictoryShares Free Cash Flow ETF
Fund
S000080688 · Registered fund · Jun 30, 2026
Victory Portfolios II, not summed
|
852,990 | ||
| 46.2 |
Victory Nasdaq-100 Index Fund
Fund
S000012907 · Registered fund · Jul 31, 2026
Victory Portfolios III, not summed
|
111,158 | ||
| 46.3 |
Victory 500 Index Fund
Fund
S000012915 · Registered fund · Jul 31, 2026
Victory Portfolios III, not summed
|
62,724 | ||
| 46.4 |
VictoryShares Free Cash Flow Growth ETF
Fund
S000089011 · Registered fund · Jun 30, 2026
Victory Portfolios II, not summed
|
37,626 | ||
| 46.5 |
Victory Income Stock Fund
Fund
S000012900 · Registered fund · Jul 31, 2026
Victory Portfolios III, not summed
|
27,480 | ||
| 47 |
Pacer US Cash Cows 100 ETF
Fund
S000055466 · Registered fund · Jul 31, 2026
Pacer Funds Trust, not summed
|
1,204,682 | ||
| 48 |
FEDERATED HERMES, INC.
13F
CIK 1056288 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,177,451 | ||
| 49 |
MILLENNIUM MANAGEMENT LLC
13F
CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,140,650 | ||
| 50 |
PRIMECAP MANAGEMENT CO/CA/
13F
CIK 763212 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,110,067 | ||
| 50.1 |
VANGUARD PRIMECAP FUND
Fund
S000002568 · Registered fund · Jun 30, 2026
VANGUARD CHESTER FUNDS, not summed
|
767,050 | ||
| 50.2 |
VANGUARD PRIMECAP CORE FUND
Fund
S000002581 · Registered fund · Jun 30, 2026
VANGUARD FENWAY FUNDS, not summed
|
120,252 | ||
| 50.3 |
VANGUARD CAPITAL OPPORTUNITY FUND
Fund
S000002594 · Registered fund · Jun 30, 2026
VANGUARD HORIZON FUNDS, not summed
|
112,750 | ||
| 50.4 |
PRIMECAP Odyssey Aggressive Growth Fund
Fund
S000005541 · Registered fund · Jul 31, 2026
PRIMECAP Odyssey Funds, not summed
|
43,025 | ||
| 50.5 |
PRIMECAP PORTFOLIO
Fund
S000004397 · Registered fund · Jun 30, 2026
VANGUARD VARIABLE INSURANCE FUNDS, not summed
|
22,300 |
219 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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Key facts
CIK
896878
CUSIP
461202103
13F (30d)
473 filings
451 filers
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