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