IAA, Inc.
IAADelisted Mar 21, 2023- Industry
- Retail-Auto Dealers & Gasoline Stations
- SEC CIK
- 0001745041
IAA, Inc. was delisted on Mar 21, 2023; its insiders filed their last Form 4 on Mar 21, 2023; 321 institutions reported holding it in 13F filings for Q4 2022, worth $5.44B in total; no superinvestor held it.
13F holders, Q3 2021
Institutional positions in IAA, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 358
- +4 vs. Q2 2021
- Shares held
- 134.5M
- −776.0K (−0.6%) vs. Q2 2021
- Total value
- $7.34B
- −$38.0M (−0.5%) vs. Q2 2021
- New holders
- 34
- 125 more added
- Sold out
- 30
- 132 more reduced
5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IAA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 1 | $402 |
| Q1 2023 | 3 | $18.0K |
| Q4 2022 | 321 | $5.44B |
| Q3 2022 | 303 | $4.40B |
| Q2 2022 | 329 | $4.43B |
| Q1 2022 | 336 | $5.13B |
| Q4 2021 | 367 | $6.81B |
| Q3 2021 | 358 | $7.34B |
| Q2 2021 | 359 | $7.39B |
| Q1 2021 | 368 | $7.57B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding IAA, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 8 | $0 | 0.00% | +8 | New |
| Farmers & Merchants Investments Inc | 5 | $0 | 0.00% | +5 | New |
| Meridian Wealth Partners, LLC | 3 | $0 | 0.00% | +3 | New |
| American Portfolios Advisors | 8 | $437 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 11 | $1.00K | 0.00% | −8−42.1% | Reduced |
| BDO Wealth Advisors, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| CNB Bank | 36 | $2.00K | 0.00% | −24−40.0% | Reduced |
| HM Payson & Co | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Motco | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 40 | $2.00K | 0.00% | +40 | New |
| Bell Investment Advisors, Inc | 38 | $2.00K | 0.00% | +38 | New |
| Gemmer Asset Management LLC | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 53 | $3.00K | 0.00% | +30+130.4% | Added |
| Asset Dedication, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Eagle Bay Advisors LLC | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 86 | $5.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 98 | $5.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 93 | $5.00K | 0.00% | +93 | New |
| Archer Investment Corp | 100 | $5.46K | 0.00% | −400−80.0% | Reduced |
| Massmutual Trust Co FSB | 125 | $7.00K | 0.00% | +99+380.8% | Added |
| Fifth Third Bancorp | 153 | $8.00K | 0.00% | −5,213−97.1% | Reduced |
| Smithfield Trust Co | 130 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 159 | $8.00K | 0.00% | +76+91.6% | Added |
| FinTrust Capital Advisors, LLC | 150 | $8.00K | 0.00% | +150 | New |
| Lindbrook Capital, LLC | 158 | $9.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 175 | $10.0K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 197 | $10.8K | 0.00% | +63+47.0% | Added |
| Eaton Vance Management | 647 | $11.0K | 0.00% | −1,261−66.1% | Reduced |
| Berman Capital Advisors, LLC | 211 | $11.0K | 0.00% | +26+14.1% | Added |
| Signaturefd, LLC | 198 | $11.0K | 0.00% | +56+39.4% | Added |
| Global Retirement Partners, LLC | 195 | $11.0K | 0.00% | +79+68.1% | Added |
| Northwestern Mutual Wealth Management Co | 221 | $12.0K | 0.00% | −12−5.2% | Reduced |
| Manchester Capital Management LLC | 233 | $13.0K | 0.00% | +233 | New |
| Crewe Advisors LLC | 248 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 254 | $14.0K | 0.00% | +171+206.0% | Added |
| BerganKDV Wealth Management, LLC | 295 | $16.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 297 | $16.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 312 | $17.0K | 0.00% | −178−36.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 320 | $17.0K | 0.00% | −18−5.3% | Reduced |
| Whittier Trust Co | 324 | $18.0K | 0.00% | −520−61.6% | Reduced |
| Huntington National Bank | 334 | $18.0K | 0.00% | +18+5.7% | Added |
| IFP Advisors, Inc | 401 | $21.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 412 | $22.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 482 | $26.0K | 0.00% | −50−9.4% | Reduced |
| Creative Financial Designs Inc | 475 | $26.0K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 500 | $27.0K | 0.02% | 00.0% | Unchanged |
| Consolidated Planning Corp | 537 | $29.0K | 0.02% | +537 | New |
| Whittier Trust Co of Nevada Inc | 550 | $30.0K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 575 | $31.0K | 0.00% | −3,625−86.3% | Reduced |
| Oakworth Capital, Inc. | 581 | $31.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,100 | $60.0K | 0.01% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 1,600 | $87.0K | 0.00% | +1,600 | New |
| FMR LLC | 1,787 | $98.0K | 0.00% | −7,596−81.0% | Reduced |
| Harbor Investment Advisory, LLC | 1,956 | $107.0K | 0.01% | +1,956 | New |
| Column Capital Advisors, LLC | 2,153 | $117.0K | 0.02% | −88−3.9% | Reduced |
| State of Wyoming | 2,882 | $158.0K | 0.10% | −528−15.5% | Reduced |
| PDT Partners, LLC | 3,700 | $202.0K | 0.01% | +3,700 | New |
| Capula Management Ltd | 3,724 | $203.0K | 0.02% | +3,724 | New |
| Hardman Johnston Global Advisors LLC | 3,750 | $205.0K | 0.01% | +3,750 | New |
| IBM Retirement Fund | 3,787 | $207.0K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 3,822 | $209.0K | 0.04% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 3,843 | $210.0K | 0.09% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 3,842 | $210.0K | 0.00% | +3,842 | New |
| United Capital Financial Advisers, LLC | 3,929 | $214.0K | 0.00% | +12+0.3% | Added |
| Captrust Financial Advisors | 4,039 | $220.0K | 0.00% | −1,006−19.9% | Reduced |
| Cigna Investments Inc | 4,054 | $221.0K | 0.02% | −100−2.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,157 | $227.0K | 0.00% | −111,443−96.4% | Reduced |
| Paragon Capital Management Ltd | 4,250 | $232.0K | 0.04% | +4,250 | New |
| Avestar Capital, LLC | 4,309 | $235.0K | 0.05% | +456+11.8% | Added |
| Pitcairn Co | 4,337 | $237.0K | 0.02% | −15−0.3% | Reduced |
| Tudor Investment Corp Et Al | 4,490 | $245.0K | 0.01% | −67,225−93.7% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 4,500 | $246.0K | 0.09% | −200−4.3% | Reduced |
| Zeke Capital Advisors, LLC | 4,499 | $246.0K | 0.01% | +4,499 | New |
| World Asset Management Inc | 4,522 | $247.0K | 0.02% | −213−4.5% | Reduced |
| Moody Aldrich Partners LLC | 4,639 | $253.0K | 0.03% | −5−0.1% | Reduced |
| Moneta Group Investment Advisors LLC | 4,636 | $253.0K | 0.01% | +89+2.0% | Added |
| Tower Research Capital LLC (TRC) | 4,925 | $269.0K | 0.01% | −23,930−82.9% | Reduced |
| FDx Advisors, Inc. | 4,960 | $271.0K | 0.01% | +462+10.3% | Added |
| Wealthsource Partners, LLC | 5,002 | $273.0K | 0.02% | +69+1.4% | Added |
| Echo Street Capital Management LLC | 5,018 | $274.0K | 0.00% | −15,087−75.0% | Reduced |
| Nisa Investment Advisors, LLC | 5,150 | $281.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,220 | $285.0K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 5,295 | $289.0K | 0.00% | +906+20.6% | Added |