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 |
|---|---|---|---|---|---|
| Covestor Ltd | 631 | $32.0K | 0.04% | +631 | New |
| 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 |
| Whittier Trust Co of Nevada Inc | 550 | $28.0K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 500 | $25.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 389 | $20.0K | 0.00% | −12−3.0% | Reduced |
| Pinebridge Investments, L.P. | 400 | $20.0K | 0.00% | +400 | New |
| Webster Bank, N. A. | 378 | $19.0K | 0.00% | −34−8.3% | Reduced |
| Macroview Investment Management LLC | 357 | $18.0K | 0.02% | +357 | New |
| Huntington National Bank | 326 | $17.0K | 0.00% | −8−2.4% | Reduced |
| Whittier Trust Co | 324 | $16.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| CVA Family Office, LLC | 275 | $14.0K | 0.00% | +275 | New |
| 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 |
| Manchester Capital Management LLC | 233 | $12.0K | 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 |
| Credential Qtrade Securities Inc. | 197 | $9.97K | 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 |
| 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 |
| FinTrust Capital Advisors, LLC | 139 | $7.00K | 0.00% | −11−7.3% | Reduced |
| Massmutual Trust Co FSB | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 15 | $759 | 0.00% | +15 | New |
| American Portfolios Advisors | 8 | $405 | 0.00% | 00.0% | Unchanged |
| 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 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −207,033−100.0% | Sold out |
| Majedie Asset Management Ltd | 0 | $0 | 0.00% | −179,441−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −118,800−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −114,783−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −91,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −83,299−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −70,766−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −63,280−100.0% | Sold out |
| North Fourth Asset Management, LP | 0 | $0 | 0.00% | −59,000−100.0% | Sold out |
| Goelzer Investment Management, Inc. | 0 | $0 | 0.00% | −43,100−100.0% | Sold out |
| Gluskin Sheff & Assoc Inc | 0 | $0 | 0.00% | −42,070−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −19,622−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −9,780−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −9,440−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −8,973−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Bruderman Asset Management, LLC | 0 | $0 | 0.00% | −7,071−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −6,821−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −5,552−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −5,220−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −4,490−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,157−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −4,054−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −3,929−100.0% | Sold out |
| Cadent Capital Advisors, LLC | 0 | $0 | 0.00% | −3,843−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −3,787−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −3,724−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| NN Investment Partners Holdings N.V. | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −537−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |