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Independence Holding Co

IHCDelisted Feb 16, 2022
Industry
Life Insurance
SEC CIK
0000701869

Independence Holding Co was delisted on Feb 16, 2022; its insiders filed their last Form 4 on Feb 16, 2022; 73 institutions reported holding it in 13F filings for Q4 2021, worth $193.4M in total; no superinvestor held it.

13F holders, Q1 2021

Institutional positions in Independence Holding Co as of Mar 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
57
No complete 13F data for Q4 2020
Shares held
3.14M
No complete 13F data for Q4 2020
Total value
$119.2M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting IHC 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.

Institutional holdersQ1 2021: 57 institutions
Q1 2021: 57 institutionsQ2 2021: 56 institutionsQ3 2021: 55 institutionsQ4 2021: 73 institutionsQ1 2022: 2 institutionsQ2 2022: 1 institutionQ3 2022: 1 institutionQ4 2022: 1 institutionQ1 2023: 1 institutionQ2 2023: 1 institutionQ3 2023: 1 institutionQ4 2023: 1 institutionQ1 2024: 1 institutionQ2 2024: 1 institutionQ3 2024: 1 institutionQ4 2024: 1 institutionQ1 2025: 1 institutionQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ1 2021: $119.2M
Q1 2021: $119.2MQ2 2021: $141.7MQ3 2021: $151.2MQ4 2021: $193.4MQ1 2022: $524.0KQ2 2022: $0Q3 2022: $0Q4 2022: $57Q1 2023: $57Q2 2023: $57Q3 2023: $57Q4 2023: $57Q1 2024: $57Q2 2024: $57Q3 2024: $57Q4 2024: $57Q1 2025: $57Q2 2025: $57Q3 2025: $57Q4 2025: $57Q1 2026: $57Q2 2026: $57
Institutions holding IHC and their total value by quarter
QuarterHoldersValue
Q2 20261$57
Q1 20261$57
Q4 20251$57
Q3 20251$57
Q2 20251$57
Q1 20251$57
Q4 20241$57
Q3 20241$57
Q2 20241$57
Q1 20241$57
Q4 20231$57
Q3 20231$57
Q2 20231$57
Q1 20231$57
Q4 20221$57
Q3 20221$0
Q2 20221$0
Q1 20222$524.0K
Q4 202173$193.4M
Q3 202155$151.2M
Q2 202156$141.7M
Q1 202157$119.2M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Independence Holding Co.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding IHC in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Arnhold LLC508,336$20.3M2.43%––
Cannell Capital LLC439,728$17.5M3.92%––
BlackRock Inc.319,659$12.7M0.00%––
TCW Group Inc284,731$11.3M0.11%––
Vanguard Group Inc258,240$10.3M0.00%––
Dimensional Fund Advisors LP250,660$9.99M0.00%––
Royce & Associates LP170,023$6.78M0.05%––
State Street Corp94,955$3.78M0.00%––
Geode Capital Management, LLC86,872$3.46M0.00%––
Northern Trust Corp74,803$2.98M0.00%––
EJF Capital LLC62,049$2.47M0.18%––
Bleichroeder LP54,711$2.18M0.37%––
Corsair Capital Management, L.P.197,265$1.97M0.41%––
Charles Schwab Investment Management Inc49,142$1.96M0.00%––
Bank of New York Mellon Corp31,668$1.26M0.00%––
Nuveen Asset Management, LLC23,533$938.0K0.00%––
JPMorgan Chase & Co18,700$745.0K0.00%––
Neuberger Berman Group LLC18,344$731.0K0.00%––
Prelude Capital Management, LLC17,304$690.0K0.05%––
Morgan Stanley15,672$624.0K0.00%––
Bourgeon Capital Management LLC15,370$612.0K0.14%––
RBF Capital, LLC15,000$598.0K0.04%––
STRS Ohio13,200$526.0K0.00%––
Parametric Portfolio Associates LLC12,914$515.0K0.00%––
Swiss National Bank11,900$474.0K0.00%––
California Public Employees Retirement System8,802$351.0K0.00%––
Wells Fargo & Company8,347$332.0K0.00%––
Bank of America Corp8,131$324.0K0.00%––
Rhumbline Advisers8,007$319.0K0.00%––
Millennium Management LLC7,448$297.0K0.00%––
Belpointe Asset Management LLC7,300$291.0K0.02%––
Altium Wealth Management LLC7,205$287.0K0.02%––
California State Teachers Retirement System6,965$278.0K0.00%––
Credit Suisse AG6,303$250.0K0.00%––
New York State Common Retirement Fund4,815$192.0K0.00%––
Barclays PLC3,861$154.0K0.00%––
Deutsche Bank AG3,015$120.0K0.00%––
American International Group, Inc.2,693$107.0K0.00%––
BNP Paribas Arbitrage, SA2,224$88.6K0.00%––
Russell Investments Group, Ltd.1,825$72.0K0.00%––
O'Shaughnessy Asset Management, LLC1,476$59.0K0.00%––
UBS Group AG1,369$55.0K0.00%––
Captrust Financial Advisors911$36.0K0.00%––
Bank of Montreal636$26.0K0.00%––
Tower Research Capital LLC (TRC)612$24.0K0.00%––
Copeland Capital Management, LLC571$23.0K0.00%––
Legal & General Group Plc409$16.0K0.00%––
Citigroup Inc407$16.0K0.00%––
Ameritas Investment Partners, Inc.394$16.0K0.00%––
Great West Life Assurance Co349$14.0K0.00%––
Advisor Group Holdings, Inc.328$13.0K0.00%––
Royal Bank of Canada276$11.0K0.00%––
US Bancorp222$9.00K0.00%––
Whittier Trust Co161$6.00K0.00%––
Northwestern Mutual Wealth Management Co55$2.00K0.00%––
Raffa Wealth Management, LLC14$5580.00%––
Huntington National Bank1$00.00%––