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, Q4 2021
Institutional positions in IAA, Inc. as of Dec 31, 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
- 367
- +12 vs. Q3 2021
- Shares held
- 134.6M
- +27.3K (0.0%) vs. Q3 2021
- Total value
- $6.81B
- −$530.9M (−7.2%) vs. Q3 2021
- New holders
- 55
- 115 more added
- Sold out
- 43
- 131 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding IAA, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 13 | $0 | 0.00% | +13 | New |
| Schubert & Co | 9 | $0 | 0.00% | +9 | New |
| American Portfolios Advisors | 8 | $405 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 15 | $759 | 0.00% | +15 | New |
| Bell Investment Advisors, Inc | 10 | $1.00K | 0.00% | −28−73.7% | Reduced |
| Brown Brothers Harriman & Co | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 24 | $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 |
| TCI Wealth Advisors, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Lenox Wealth Advisors, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Snowden Capital Advisors LLC | 30 | $1.00K | 0.00% | +30 | New |
| Tyler-Stone Wealth Management | 20 | $1.00K | 0.00% | +20 | New |
| Motco | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 35 | $2.00K | 0.00% | +4+12.9% | Added |
| Umb Bank N A | 46 | $2.00K | 0.00% | +46 | New |
| Signet Financial Management, LLC | 34 | $2.00K | 0.00% | +34 | New |
| Gemmer Asset Management LLC | 54 | $3.00K | 0.00% | +7+14.9% | Added |
| 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 |
| Spire Wealth Management | 61 | $3.00K | 0.00% | +31+103.3% | Added |
| Parallel Advisors, LLC | 66 | $3.00K | 0.00% | +60+1,000.0% | Added |
| Sargent Bickham Lagudis LLC | 87 | $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 |
| Eagle Bay Advisors LLC | 67 | $4.00K | 0.00% | −21−23.9% | Reduced |
| Dark Forest Capital Management LP | 77 | $4.00K | 0.00% | +77 | New |
| Vigilant Capital Management, LLC | 93 | $5.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 98 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 92 | $5.00K | 0.00% | +92 | New |
| EverSource Wealth Advisors, LLC | 104 | $5.00K | 0.00% | +104 | New |
| Washington Trust Advisors, Inc. | 100 | $5.00K | 0.00% | +100 | New |
| Massmutual Trust Co FSB | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 139 | $7.00K | 0.00% | −11−7.3% | Reduced |
| Signaturefd, LLC | 166 | $8.00K | 0.00% | −32−16.2% | Reduced |
| Smithfield Trust Co | 130 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 159 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 168 | $9.00K | 0.00% | −86−33.9% | Reduced |
| Central Trust Co | 175 | $9.00K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 197 | $9.97K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 204 | $10.0K | 0.00% | +51+33.3% | Added |
| Blue Bell Private Wealth Management, LLC | 207 | $10.0K | 0.00% | +207 | New |
| Manchester Capital Management LLC | 233 | $12.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 259 | $13.0K | 0.01% | −38−12.8% | Reduced |
| Crewe Advisors LLC | 248 | $13.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 265 | $13.0K | 0.00% | +44+19.9% | Added |
| CVA Family Office, LLC | 275 | $14.0K | 0.00% | +275 | New |
| BerganKDV Wealth Management, LLC | 295 | $15.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 324 | $16.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 326 | $17.0K | 0.00% | −8−2.4% | Reduced |
| Macroview Investment Management LLC | 357 | $18.0K | 0.02% | +357 | New |
| Webster Bank, N. A. | 378 | $19.0K | 0.00% | −34−8.3% | Reduced |
| IFP Advisors, Inc | 389 | $20.0K | 0.00% | −12−3.0% | Reduced |
| Pinebridge Investments, L.P. | 400 | $20.0K | 0.00% | +400 | New |
| Barnett & Company, Inc. | 500 | $25.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 550 | $28.0K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 575 | $29.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 581 | $29.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 580 | $29.0K | 0.01% | +580 | New |
| Covestor Ltd | 631 | $32.0K | 0.04% | +631 | New |
| Rockefeller Capital Management L.P. | 699 | $35.0K | 0.00% | +387+124.0% | Added |
| Eaton Vance Management | 714 | $36.0K | 0.00% | +67+10.4% | Added |
| Endurance Wealth Management, Inc. | 1,100 | $55.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 1,108 | $56.0K | 0.00% | +1,108 | New |
| Stephens Inc | 1,295 | $66.0K | 0.00% | −9,494−88.0% | Reduced |
| Lindbrook Capital, LLC | 1,386 | $70.0K | 0.01% | +1,228+777.2% | Added |
| Jefferies Group LLC | 1,445 | $73.1K | 0.00% | +1,445 | New |
| FMR LLC | 1,741 | $88.0K | 0.00% | −46−2.6% | Reduced |
| Okabena Investment Services Inc | 1,834 | $93.0K | 0.04% | +1,834 | New |
| State of Wyoming | 1,856 | $94.0K | 0.04% | −1,026−35.6% | Reduced |
| Column Capital Advisors, LLC | 1,877 | $95.0K | 0.02% | −276−12.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,936 | $98.0K | 0.01% | −20−1.0% | Reduced |
| Point72 Hong Kong Ltd | 2,056 | $104.0K | 0.01% | +2,056 | New |
| Quantbot Technologies LP | 2,155 | $109.0K | 0.01% | +2,155 | New |
| Silvant Capital Management LLC | 3,592 | $182.0K | 0.03% | −230−6.0% | Reduced |
| Captrust Financial Advisors | 3,764 | $191.0K | 0.00% | −275−6.8% | Reduced |
| Keybank National Association | 4,057 | $205.0K | 0.00% | −1,238−23.4% | Reduced |
| Paragon Capital Management Ltd | 4,250 | $215.0K | 0.03% | 00.0% | Unchanged |
| Pitcairn Co | 4,300 | $218.0K | 0.01% | −37−0.9% | Reduced |
| Aigen Investment Management, LP | 4,443 | $218.0K | 0.01% | +4,443 | New |
| Nisa Investment Advisors, LLC | 4,850 | $223.0K | 0.00% | −300−5.8% | Reduced |
| Cetera Advisor Networks LLC | 4,400 | $223.0K | 0.00% | +558+14.5% | Added |
| Shepherd Kaplan Krochuk, LLC | 4,500 | $228.0K | 0.08% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,524 | $229.0K | 0.01% | −112−2.4% | Reduced |
| Moody Aldrich Partners LLC | 4,580 | $232.0K | 0.03% | −59−1.3% | Reduced |
| Zeke Capital Advisors, LLC | 4,645 | $235.0K | 0.01% | +146+3.2% | Added |
| Verition Fund Management LLC | 4,780 | $242.0K | 0.00% | +4,780 | New |
| Winton Group Ltd | 4,876 | $247.0K | 0.01% | −814−14.3% | Reduced |
| Avestar Capital, LLC | 4,982 | $252.0K | 0.05% | +673+15.6% | Added |
| Hardman Johnston Global Advisors LLC | 5,220 | $264.0K | 0.01% | +1,470+39.2% | Added |
| Beaumont Financial Partners, LLC | 5,350 | $271.0K | 0.02% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 5,379 | $272.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 5,569 | $282.0K | 0.00% | +94+1.7% | Added |