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 2022
Institutional positions in IAA, Inc. as of Sep 30, 2022. 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
- 303
- −25 vs. Q2 2022
- Shares held
- 138.2M
- +3.23M (+2.4%) vs. Q2 2022
- Total value
- $4.40B
- −$25.1M (−0.6%) vs. Q2 2022
- New holders
- 28
- 92 more added
- Sold out
- 53
- 129 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding IAA, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 13 | $0 | 0.00% | −8−38.1% | Reduced |
| Disciplined Investments, LLC | 12 | $0 | 0.00% | −8−40.0% | Reduced |
| Ci Investments Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 9 | $0 | 0.00% | +9 | New |
| DT Investment Partners, LLC | 5 | $0 | 0.00% | +5 | New |
| TCI Wealth Advisors, Inc. | 5 | $0 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 9 | $0 | 0.00% | +9 | New |
| American Portfolios Advisors | 8 | $255 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 30 | $956 | 0.00% | +9+42.9% | Added |
| Massmutual Trust Co FSB | 19 | $1.00K | 0.00% | −46−70.8% | Reduced |
| Motco | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 30 | $1.00K | 0.00% | −15−33.3% | Reduced |
| Meeder Asset Management Inc | 36 | $1.00K | 0.00% | +21+140.0% | Added |
| Capital Advisors, Ltd. LLC | 29 | $1.00K | 0.00% | +29 | New |
| Bell Investment Advisors, Inc | 37 | $1.00K | 0.00% | +37 | New |
| Parkside Financial Bank & Trust | 45 | $2.00K | 0.00% | −42−48.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 59 | $2.00K | 0.00% | +7+13.5% | Added |
| Eagle Bay Advisors LLC | 64 | $2.00K | 0.00% | +64 | New |
| Howe & Rusling Inc | 73 | $2.00K | 0.00% | +73 | New |
| Farmers & Merchants Investments Inc | 64 | $2.00K | 0.00% | +64 | New |
| Glassman Wealth Services | 87 | $3.00K | 0.00% | −305−77.8% | Reduced |
| JFS Wealth Advisors, LLC | 105 | $3.00K | 0.00% | −63−37.5% | Reduced |
| Earnest Partners LLC | 79 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 87 | $3.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 126 | $4.00K | 0.00% | −2,208−94.6% | Reduced |
| Rockefeller Capital Management L.P. | 135 | $4.00K | 0.00% | −359−72.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 140 | $4.00K | 0.00% | −140−50.0% | Reduced |
| Parallel Advisors, LLC | 140 | $4.00K | 0.00% | −12−7.9% | Reduced |
| Salem Investment Counselors Inc | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 134 | $4.00K | 0.00% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 108 | $4.00K | 0.00% | +108 | New |
| Caldwell Trust Co | 134 | $4.27K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 144 | $5.00K | 0.00% | −344−70.5% | Reduced |
| CVA Family Office, LLC | 145 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 150 | $5.00K | 0.00% | +94+167.9% | Added |
| Central Trust Co | 182 | $6.00K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 174 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 201 | $6.00K | 0.00% | +10+5.2% | Added |
| Ronald Blue Trust, Inc. | 188 | $6.00K | 0.00% | +188 | New |
| Credential Qtrade Securities Inc. | 197 | $6.27K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 245 | $8.00K | 0.01% | −572−70.0% | Reduced |
| Proequities, Inc. | 238 | $8.00K | 0.00% | −19−7.4% | Reduced |
| Gables Capital Management Inc. | 259 | $8.00K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 295 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 497 | $16.0K | 0.00% | −359−41.9% | Reduced |
| IFP Advisors, Inc | 406 | $16.0K | 0.00% | +28+7.4% | Added |
| Global Retirement Partners, LLC | 430 | $16.0K | 0.00% | −15−3.4% | Reduced |
| FourThought Financial, LLC | 494 | $16.0K | 0.00% | +494 | New |
| Oakworth Capital, Inc. | 581 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 651 | $19.0K | 0.00% | +470+259.7% | Added |
| Neo Ivy Capital Management | 648 | $21.0K | 0.06% | −1,727−72.7% | Reduced |
| Quadrant Capital Group LLC | 657 | $21.0K | 0.00% | −93−12.4% | Reduced |
| Lindbrook Capital, LLC | 806 | $26.0K | 0.00% | +161+25.0% | Added |
| FIL Ltd | 900 | $29.0K | 0.00% | +100+12.5% | Added |
| Endurance Wealth Management, Inc. | 1,100 | $35.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1,136 | $36.0K | 0.00% | +1,136 | New |
| Column Capital Advisors, LLC | 1,877 | $60.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,936 | $62.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,662 | $85.0K | 0.01% | +40+1.5% | Added |
| Lazard Asset Management LLC | 2,768 | $88.0K | 0.00% | −1,794−39.3% | Reduced |
| Cutler Group LP | 3,851 | $122.0K | 0.01% | +1,026+36.3% | Added |
| The PNC Financial Services Group, Inc. | 4,010 | $128.0K | 0.00% | −1,851−31.6% | Reduced |
| State of Wyoming | 4,204 | $134.0K | 0.07% | +1,845+78.2% | Added |
| BNP Paribas Arbitrage, SA | 4,253 | $135.5K | 0.00% | −8,646−67.0% | Reduced |
| Walleye Trading LLC | 4,899 | $156.0K | 0.01% | +4,899 | New |
| Tower Research Capital LLC (TRC) | 5,358 | $171.0K | 0.00% | −16,799−75.8% | Reduced |
| Pacer Advisors, Inc. | 5,405 | $172.0K | 0.00% | +5,405 | New |
| US Bancorp | 5,901 | $187.0K | 0.00% | −6,330−51.8% | Reduced |
| KBC Group NV | 6,063 | $193.0K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 6,782 | $216.0K | 0.01% | −8,538−55.7% | Reduced |
| Toroso Investments, LLC | 6,797 | $216.0K | 0.01% | +6,797 | New |
| Brown Brothers Harriman & Co | 6,963 | $222.0K | 0.00% | +748+12.0% | Added |
| Shelton Capital Management | 7,144 | $228.0K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 7,339 | $234.0K | 0.00% | +141+2.0% | Added |
| Quantinno Capital Management LP | 7,501 | $239.0K | 0.03% | −44,517−85.6% | Reduced |
| Keybank National Association | 7,493 | $239.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 7,587 | $242.0K | 0.00% | −98−1.3% | Reduced |
| Hantz Financial Services, Inc. | 7,685 | $245.0K | 0.01% | −12,285−61.5% | Reduced |
| Alta Capital Management LLC | 8,082 | $257.0K | 0.02% | −645,760−98.8% | Reduced |
| Brinker Capital Investments, LLC | 8,223 | $262.0K | 0.01% | −46,250−84.9% | Reduced |
| Hardman Johnston Global Advisors LLC | 8,260 | $263.0K | 0.01% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 8,470 | $270.0K | 0.02% | −121−1.4% | Reduced |
| Hilltop Holdings Inc. | 8,643 | $275.0K | 0.04% | −1,805−17.3% | Reduced |
| Pictet Asset Management SA | 8,685 | $277.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 8,854 | $282.0K | 0.01% | −2,318−20.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,940 | $285.0K | 0.12% | +8,940 | New |
| Aquatic Capital Management LLC | 9,900 | $315.0K | 0.03% | +6,700+209.4% | Added |
| First Hawaiian Bank | 11,112 | $354.0K | 0.01% | −3,398−23.4% | Reduced |
| Crossmark Global Holdings, Inc. | 11,340 | $361.0K | 0.01% | −180−1.6% | Reduced |
| D.B. Root & Company, LLC | 11,438 | $364.0K | 0.17% | −228−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 11,561 | $369.0K | 0.00% | −16,794−59.2% | Reduced |
| Prudential Financial Inc | 11,459 | $372.0K | 0.00% | −151−1.3% | Reduced |
| Argent Capital Management LLC | 11,745 | $374.0K | 0.01% | −650−5.2% | Reduced |