IAA Inc (IAA) Ownership

92.27 ↑0.00 (0.00%)

As of March 20, 2023, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of IAA Inc (IAA), owning a total of 12.4 million shares. Combined, the top 28 institutional holders of IAA own 84.73% of the company with a total of 113.4 million shares.

In the latest ownership report on December 31st 2022, the top 28 institutional holders increased their combined ownership of IAA by 14.7 million shares. 14 institutions bought 17,538,290 total additional shares and increased their ownership by an average of 113.41%. However 6 institutions sold 2,803,812 total shares and decreased their ownership by an average of 13.97%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of IAA increased by a net total of 14,734,478 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.275%	1.541%	12,415,678	188,370	2022-12-31
BlackRock Inc	8.813%	5.070%	11,797,551	569,279	2022-12-31
Cooke & Bieler LP	5.136%	-10.825%	6,875,393	-834,602	2022-12-31
Morgan Stanley - Brokerage Accounts	4.999%	1,056.110%	6,691,946	6,113,112	2022-12-31
Independent Franchise Partners LLP	4.363%	89.679%	5,839,692	2,760,967	2022-12-31
Discerene Group LP	3.563%	4.845%	4,768,748	220,359	2022-12-31
Ancora Advisors LLC	3.505%	82.906%	4,691,033	2,126,308	2022-12-31
Bessemer Group Inc	3.095%	17.210%	4,142,678	608,259	2022-12-31
Mawer Investment Management Ltd	2.977%	0.401%	3,984,567	15,899	2022-12-31
JPMorgan Chase & Co	2.886%	-8.830%	3,863,418	-374,169	2022-12-31
State Street Corporation	2.693%	1.814%	3,605,176	64,224	2022-12-31
Clarkston Capital Partners, LLC	2.095%	-9.892%	2,803,869	-307,811	2022-12-31
Magnetar Financial LLC	1.941%	0.000%	2,597,785	2,597,785	2022-12-31
Franklin Resources Inc	1.826%	304.654%	2,443,716	1,839,814	2022-12-31
Thrivent Financial For Lutherans	1.758%	13.226%	2,352,882	274,839	2022-12-31
Eagle Asset Management, Inc.	1.496%	-10.484%	2,003,118	-234,594	2022-12-31
Victory Capital Management Inc.	1.466%	-15.776%	1,962,014	-367,513	2022-12-31
Geode Capital Management, LLC	1.342%	5.373%	1,796,939	91,627	2022-12-31
Marshall Wace Asset Management Ltd	1.317%	-27.988%	1,762,833	-685,123	2022-12-31
Dimensional Fund Advisors, Inc.	1.086%	4.865%	1,453,769	67,448	2022-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.275%	1.541%	12,415,678	188,370	2022-12-31
BlackRock Inc	8.813%	5.070%	11,797,551	569,279	2022-12-31
Cooke & Bieler LP	5.136%	-10.825%	6,875,393	-834,602	2022-12-31
Morgan Stanley - Brokerage Accounts	4.999%	1,056.110%	6,691,946	6,113,112	2022-12-31
Independent Franchise Partners LLP	4.363%	89.679%	5,839,692	2,760,967	2022-12-31
Atlanta Capital Management Company,LLC	4.324%	-0.271%	5,788,515	-15,742	2022-09-30
Neuberger Berman Group LLC	4.174%	-0.730%	5,587,776	-41,115	2022-09-30
Brown Advisory Holdings Inc	3.604%	0.706%	4,820,441	33,770	2022-09-30
Discerene Group LP	3.563%	4.845%	4,768,748	220,359	2022-12-31
Ancora Advisors LLC	3.505%	82.906%	4,691,033	2,126,308	2022-12-31
Bessemer Group Inc	3.095%	17.210%	4,142,678	608,259	2022-12-31
Mawer Investment Management Ltd	2.977%	0.401%	3,984,567	15,899	2022-12-31
JPMorgan Chase & Co	2.886%	-8.830%	3,863,418	-374,169	2022-12-31
State Street Corporation	2.693%	1.814%	3,605,176	64,224	2022-12-31
Clarkston Capital Partners, LLC	2.095%	-9.892%	2,803,869	-307,811	2022-12-31
Magnetar Financial LLC	1.941%	0.000%	2,597,785	2,597,785	2022-12-31
Franklin Resources Inc	1.826%	304.654%	2,443,716	1,839,814	2022-12-31
Thrivent Financial For Lutherans	1.758%	13.226%	2,352,882	274,839	2022-12-31
Canada Pension Plan Investment Board	1.695%	-30.659%	2,266,630	-1,002,200	2022-06-30
T. Rowe Price Investment Management,Inc.	1.568%	0.000%	2,097,556	2,097,556	2022-09-30
Eagle Asset Management, Inc.	1.496%	-10.484%	2,003,118	-234,594	2022-12-31
Victory Capital Management Inc.	1.466%	-15.776%	1,962,014	-367,513	2022-12-31
Royce & Associates, LP	1.368%	23.167%	1,829,936	344,199	2022-09-30
Geode Capital Management, LLC	1.342%	5.373%	1,796,939	91,627	2022-12-31
Marshall Wace Asset Management Ltd	1.317%	-27.988%	1,762,833	-685,123	2022-12-31
First Manhattan Company	1.247%	-37.789%	1,668,782	-1,013,653	2022-06-30
Candlestick Capital Management LP	1.121%	16.280%	1,500,000	210,009	2022-09-30
Dimensional Fund Advisors, Inc.	1.086%	4.865%	1,453,769	67,448	2022-12-31

Mutual Fund Ownership

iShares Core S&P Mid-Cap ETF is the biggest individual fund holder of IAA Inc (IAA), owning a total of 4.2 million shares. Combined, the top 33 mutual fund holders of IAA own 41.76% of the company with a total of 55.9 million shares.

In the latest ownership report on February 28th 2023, the top 33 fund holders increased their combined ownership of IAA by 312 thousand shares. 9 funds bought 1,245,411 total additional shares and increased their ownership by an average of 81.10%. However 3 funds sold 1,557,566 total shares and decreased their ownership by an average of 12.83%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding IAA decreased by a net total of -312,155 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.112%	0.114%	4,165,617	4,728	2023-02-28
Vanguard Total Stock Mkt Idx Inv	3.082%	0.905%	4,125,577	37,009	2023-02-28
Vanguard Small Cap Index	2.605%	0.600%	3,486,287	20,806	2023-02-28
Eaton Vance Atlanta Capital SMID-Cap I	2.300%	-32.318%	3,079,033	-1,470,199	2023-02-28
Mawer US Equity A	1.530%	0.000%	2,047,665	0	2023-02-28
Vanguard Small Cap Growth Index Inv	1.503%	1.132%	2,011,992	22,528	2023-02-28
Vanguard Extended Market Index Investor	1.369%	1.473%	1,832,133	26,594	2023-02-28
Franklin Small Cap Value A	1.192%	0.000%	1,595,338	0	2023-02-28
JPMorgan Small Cap Equity A	0.999%	-6.087%	1,337,506	-86,684	2023-02-28
Franklin Mutual Quest Z	0.918%	719.333%	1,229,000	1,079,000	2023-02-28
SPDR® S&P MIDCAP 400 ETF Trust	0.900%	1.834%	1,204,625	21,698	2023-02-28
Thrivent Small Cap Stock A	0.579%	4.227%	775,389	31,448	2023-02-28
Fidelity® Extended Market Index	0.510%	-0.100%	682,474	-683	2023-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.506%	0.237%	677,195	1,600	2023-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.112%	0.114%	4,165,617	4,728	2023-02-28
Vanguard Total Stock Mkt Idx Inv	3.082%	0.905%	4,125,577	37,009	2023-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	3.037%	1.810%	4,065,623	72,294	2022-12-31
Neuberger Berman Genesis Inv	2.650%	-0.743%	3,544,038	-26,512	2022-09-30
Vanguard Small Cap Index	2.605%	0.600%	3,486,287	20,806	2023-02-28
Eaton Vance Atlanta Capital SMID-Cap I	2.300%	-32.318%	3,079,033	-1,470,199	2023-02-28
Clarkston Capital SMID Composite	1.533%	-8.760%	2,051,644	-196,980	2022-12-31
Mawer US Equity A	1.530%	0.000%	2,047,665	0	2023-02-28
Vanguard Small Cap Growth Index Inv	1.503%	1.132%	2,011,992	22,528	2023-02-28
Vanguard Extended Market Index Investor	1.369%	1.473%	1,832,133	26,594	2023-02-28
JPM US Small Cap Core-Composite	1.356%	-7.741%	1,815,319	-152,303	2022-12-31
Franklin US Small Cap Value Equity	1.268%	261.415%	1,697,335	1,227,699	2022-12-31
Franklin Small Cap Value SMA Composite	1.268%	261.415%	1,697,335	1,227,699	2022-12-31
Franklin Small Cap Value A	1.192%	0.000%	1,595,338	0	2023-02-28
Vanguard Selected Value Inv	1.061%	0.000%	1,419,592	0	2023-01-31
Independent Franchise Partners US Equity	1.025%	-3.043%	1,372,085	-43,062	2022-12-30
Brown Advisory Small-Cap Growth Inv	1.020%	0.000%	1,364,277	0	2022-10-31
JPMorgan Small Cap Equity A	0.999%	-6.087%	1,337,506	-86,684	2023-02-28
Eagle Mid-Cap Growth - Institutional	0.979%	0.260%	1,310,977	3,393	2022-12-31
Franklin Mutual Quest Z	0.918%	719.333%	1,229,000	1,079,000	2023-02-28
SPDR® S&P MIDCAP 400 ETF Trust	0.900%	1.834%	1,204,625	21,698	2023-02-28
Carillon Eagle Mid Cap Growth A	0.798%	0.000%	1,068,024	0	2022-12-31
Clarkston Partners Founders	0.654%	0.000%	875,000	0	2022-09-30
Cardinal Capital SMID Cap Value Equity	0.651%	-2.455%	871,977	-21,941	2022-12-31
Clarkston Capital Mid Cap Composite	0.645%	53.274%	863,056	299,976	2022-09-30
T. Rowe Price Small-Cap Stock	0.643%	0.000%	859,382	859,382	2022-09-30
Old Westbury Small & Mid Cap Strategies	0.609%	21.284%	814,309	142,900	2022-10-31
Thrivent Small Cap Stock A	0.579%	4.227%	775,389	31,448	2023-02-28
Fidelity® Extended Market Index	0.510%	-0.100%	682,474	-683	2023-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.506%	0.237%	677,195	1,600	2023-02-28
Royce Small-Cap Premier Quality	0.499%	-5.585%	667,700	-39,500	2022-12-31
Royce Premier Invmt	0.499%	-5.585%	667,700	-39,500	2022-12-31
Carillon Scout Mid Cap I	0.462%	-5.297%	618,662	-34,602	2022-12-31