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, Q2 2021
Institutional positions in Independence Holding Co as of Jun 30, 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
- 56
- −1 vs. Q1 2021
- Shares held
- 3.21M
- +73.5K (+2.3%) vs. Q1 2021
- Total value
- $141.7M
- +$22.5M (+18.9%) vs. Q1 2021
- New holders
- 3
- 16 more added
- Sold out
- 4
- 20 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $57 |
| Q1 2026 | 1 | $57 |
| Q4 2025 | 1 | $57 |
| Q3 2025 | 1 | $57 |
| Q2 2025 | 1 | $57 |
| Q1 2025 | 1 | $57 |
| Q4 2024 | 1 | $57 |
| Q3 2024 | 1 | $57 |
| Q2 2024 | 1 | $57 |
| Q1 2024 | 1 | $57 |
| Q4 2023 | 1 | $57 |
| Q3 2023 | 1 | $57 |
| Q2 2023 | 1 | $57 |
| Q1 2023 | 1 | $57 |
| Q4 2022 | 1 | $57 |
| Q3 2022 | 1 | $0 |
| Q2 2022 | 1 | $0 |
| Q1 2022 | 2 | $524.0K |
| Q4 2021 | 73 | $193.4M |
| Q3 2021 | 55 | $151.2M |
| Q2 2021 | 56 | $141.7M |
| Q1 2021 | 57 | $119.2M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Independence Holding Co; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $648 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 123 | $6.00K | 0.00% | +123 | New |
| Whittier Trust Co | 161 | $7.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 222 | $10.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 346 | $16.0K | 0.00% | −63−15.4% | Reduced |
| Citigroup Inc | 344 | $16.0K | 0.00% | −63−15.5% | Reduced |
| Great West Life Assurance Co | 349 | $16.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 354 | $16.0K | 0.00% | +354 | New |
| Royal Bank of Canada | 358 | $17.0K | 0.00% | +82+29.7% | Added |
| Ameritas Investment Partners, Inc. | 394 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 579 | $27.0K | 0.00% | −33−5.4% | Reduced |
| Copeland Capital Management, LLC | 573 | $27.0K | 0.00% | +2+0.4% | Added |
| Barclays PLC | 642 | $29.0K | 0.00% | −3,219−83.4% | Reduced |
| BNP Paribas Arbitrage, SA | 641 | $29.7K | 0.00% | −1,583−71.2% | Reduced |
| Captrust Financial Advisors | 911 | $42.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,045 | $48.0K | 0.00% | −431−29.2% | Reduced |
| Russell Investments Group, Ltd. | 1,825 | $84.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 2,399 | $111.0K | 0.00% | −294−10.9% | Reduced |
| Deutsche Bank AG | 2,547 | $118.0K | 0.00% | −468−15.5% | Reduced |
| Bank of America Corp | 4,243 | $196.0K | 0.00% | −3,888−47.8% | Reduced |
| State of Wyoming | 4,536 | $210.0K | 0.13% | +4,536 | New |
| New York State Common Retirement Fund | 4,853 | $225.0K | 0.00% | +38+0.8% | Added |
| California State Teachers Retirement System | 5,902 | $273.0K | 0.00% | −1,063−15.3% | Reduced |
| Rhumbline Advisers | 6,576 | $305.0K | 0.00% | −1,431−17.9% | Reduced |
| Morgan Stanley | 7,081 | $329.0K | 0.00% | −8,591−54.8% | Reduced |
| Altium Wealth Management LLC | 7,205 | $334.0K | 0.02% | 00.0% | Unchanged |
| Credit Suisse AG | 7,320 | $342.0K | 0.00% | +1,017+16.1% | Added |
| Millennium Management LLC | 7,695 | $356.0K | 0.00% | +247+3.3% | Added |
| JPMorgan Chase & Co | 9,190 | $426.0K | 0.00% | −9,510−50.9% | Reduced |
| Swiss National Bank | 11,300 | $523.0K | 0.00% | −600−5.0% | Reduced |
| STRS Ohio | 13,200 | $611.0K | 0.00% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 13,300 | $616.0K | 0.00% | +386+3.0% | Added |
| RBF Capital, LLC | 15,000 | $695.0K | 0.04% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 15,370 | $712.0K | 0.15% | 00.0% | Unchanged |
| Wells Fargo & Company | 16,941 | $785.0K | 0.00% | +8,594+103.0% | Added |
| Neuberger Berman Group LLC | 18,344 | $850.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 19,803 | $917.0K | 0.07% | +12,503+171.3% | Added |
| Nuveen Asset Management, LLC | 22,207 | $1.03M | 0.00% | −1,326−5.6% | Reduced |
| Bank of New York Mellon Corp | 28,623 | $1.33M | 0.00% | −3,045−9.6% | Reduced |
| Prelude Capital Management, LLC | 39,856 | $1.85M | 0.10% | +22,552+130.3% | Added |
| Corsair Capital Management, L.P. | 196,512 | $1.96M | 0.34% | −753−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 49,899 | $2.31M | 0.00% | +757+1.5% | Added |
| Bleichroeder LP | 54,711 | $2.53M | 0.38% | 00.0% | Unchanged |
| EJF Capital LLC | 69,309 | $3.21M | 0.29% | +7,260+11.7% | Added |
| Northern Trust Corp | 71,233 | $3.30M | 0.00% | −3,570−4.8% | Reduced |
| Geode Capital Management, LLC | 90,935 | $4.21M | 0.00% | +4,063+4.7% | Added |
| State Street Corp | 96,543 | $4.49M | 0.00% | +1,588+1.7% | Added |
| Royce & Associates LP | 170,023 | $7.88M | 0.05% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 254,907 | $11.8M | 0.00% | +4,247+1.7% | Added |
| Vanguard Group Inc | 257,215 | $11.9M | 0.00% | −1,025−0.4% | Reduced |
| BlackRock Inc. | 280,884 | $13.0M | 0.00% | −38,775−12.1% | Reduced |
| TCW Group Inc | 317,705 | $14.7M | 0.13% | +32,974+11.6% | Added |
| Cannell Capital LLC | 502,760 | $23.3M | 3.74% | +63,032+14.3% | Added |
| Arnhold LLC | 508,336 | $23.5M | 2.67% | 00.0% | Unchanged |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −8,802−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −1,369−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −636−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −328−100.0% | Sold out |