IHS Markit Ltd.
INFODelisted Feb 28, 2022- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001598014
IHS Markit Ltd. was delisted on Feb 28, 2022; its insiders filed their last Form 4 on Mar 2, 2022; 746 institutions reported holding it in 13F filings for Q4 2021, worth $49.3B in total; 3 superinvestors held it, including TCI Fund Management and Soros Fund Management.
13F holders, Q2 2021
Institutional positions in IHS Markit Ltd. 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
- 680
- +26 vs. Q1 2021
- Shares held
- 373.9M
- −700.9K (−0.2%) vs. Q1 2021
- Total value
- $42.3B
- +$6.07B (+16.8%) vs. Q1 2021
- New holders
- 84
- 241 more added
- Sold out
- 58
- 257 more reduced
8 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting INFO 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 | $217 |
| Q1 2026 | 1 | $217 |
| Q4 2025 | 2 | $211.2K |
| Q3 2025 | 1 | $217 |
| Q2 2025 | 1 | $217 |
| Q1 2025 | 1 | $217 |
| Q4 2024 | 1 | $217 |
| Q3 2024 | 1 | $217 |
| Q2 2024 | 1 | $217 |
| Q1 2024 | 1 | $217 |
| Q4 2023 | 1 | $217 |
| Q3 2023 | 1 | $217 |
| Q2 2023 | 1 | $217 |
| Q1 2023 | 1 | $217 |
| Q4 2022 | 2 | $1.29M |
| Q3 2022 | 2 | $1.17M |
| Q2 2022 | 2 | $352.0K |
| Q1 2022 | 5 | $1.39M |
| Q4 2021 | 746 | $49.3B |
| Q3 2021 | 681 | $44.7B |
| Q2 2021 | 680 | $42.3B |
| Q1 2021 | 662 | $36.4B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding IHS Markit Ltd.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FORA Capital, LLC | 1,714 | $193.0K | 0.04% | +1,047+157.0% | Added |
| Huntington National Bank | 1,725 | $194.0K | 0.00% | −93−5.1% | Reduced |
| Hills Bank & Trust Co | 1,775 | $200.0K | 0.03% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 1,776 | $200.0K | 0.04% | +1,776 | New |
| Quadrant Capital Group LLC | 1,783 | $201.0K | 0.03% | +355+24.9% | Added |
| Morris Retirement Advisors, LLC | 1,814 | $204.0K | 0.17% | +1,814 | New |
| Endurance Wealth Management, Inc. | 1,873 | $211.0K | 0.02% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,893 | $213.0K | 0.05% | +1,893 | New |
| Snowden Capital Advisors LLC | 1,894 | $213.4K | 0.01% | +1,894 | New |
| Transform Wealth, LLC | 1,900 | $214.0K | 0.03% | +1,900 | New |
| BSW Wealth Partners | 1,907 | $215.0K | 0.06% | +1,907 | New |
| Moloney Securities Asset Management, LLC | 1,942 | $219.0K | 0.04% | +1,942 | New |
| Benjamin F. Edwards & Company, Inc. | 1,957 | $220.0K | 0.01% | −30−1.5% | Reduced |
| Checchi Capital Advisers, LLC | 1,973 | $222.0K | 0.03% | +1,973 | New |
| West Family Investments, Inc. | 1,976 | $223.0K | 0.06% | +1,976 | New |
| Exencial Wealth Advisors, LLC | 1,975 | $223.0K | 0.01% | +1,975 | New |
| Choate Investment Advisors | 2,014 | $227.0K | 0.01% | −4,100−67.1% | Reduced |
| CWS Financial Advisors, LLC | 2,028 | $228.0K | 0.09% | +2,028 | New |
| Advisors Asset Management, Inc. | 2,063 | $232.0K | 0.00% | −1,134−35.5% | Reduced |
| Lunia Capital LP | 2,071 | $233.0K | 7.17% | +2,071 | New |
| Coldstream Capital Management Inc | 2,085 | $235.0K | 0.01% | +2,085 | New |
| Orion Portfolio Solutions, LLC | 2,101 | $237.0K | 0.01% | +2,101 | New |
| Barrett Asset Management, LLC | 2,171 | $245.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 2,182 | $246.0K | 0.00% | +89+4.3% | Added |
| Pathstone Family Office, LLC | 2,218 | $250.0K | 0.01% | +2,218 | New |
| Ballentine Partners, LLC | 2,232 | $251.0K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 2,256 | $254.0K | 0.01% | +2,256 | New |
| Sculati Wealth Management, LLC | 2,321 | $261.0K | 0.14% | −94−3.9% | Reduced |
| Chicago Partners Investment Group LLC | 2,300 | $262.0K | 0.02% | −1,908−45.3% | Reduced |
| CFM Wealth Partners LLC | 2,329 | $262.0K | 0.07% | +4+0.2% | Added |
| IFP Advisors, Inc | 2,353 | $265.0K | 0.01% | −1,189−33.6% | Reduced |
| Gateway Investment Advisers LLC | 2,377 | $268.0K | 0.00% | −114−4.6% | Reduced |
| First Pacific Advisors, LP | 2,376 | $268.0K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,428 | $274.0K | 0.00% | +2,428 | New |
| Thomas White International Ltd | 2,480 | $279.0K | 0.04% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 2,479 | $279.0K | 0.08% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 2,473 | $279.0K | 0.12% | +897+56.9% | Added |
| Dixon Hubard Feinour & Brown Inc | 2,487 | $280.0K | 0.06% | +125+5.3% | Added |
| Rockefeller Capital Management L.P. | 2,499 | $281.0K | 0.00% | −1,814−42.1% | Reduced |
| Shelton Capital Management | 2,507 | $282.0K | 0.01% | 00.0% | Unchanged |
| Geller Advisors LLC | 2,540 | $286.0K | 0.06% | +286+12.7% | Added |
| Parallel Advisors, LLC | 2,625 | $296.0K | 0.01% | +364+16.1% | Added |
| Clarius Group, LLC | 2,685 | $302.0K | 0.03% | +2+0.1% | Added |
| D.A. Davidson & Co. | 2,683 | $302.0K | 0.00% | +165+6.6% | Added |
| Taurus Asset Management, LLC | 2,700 | $304.0K | 0.03% | +2,700 | New |
| Donaldson Capital Management, LLC | 2,724 | $307.0K | 0.02% | +601+28.3% | Added |
| Financial Perspectives, Inc | 2,755 | $310.3K | 0.15% | −263,824−99.0% | Reduced |
| Financial Counselors Inc | 2,763 | $311.0K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 2,812 | $317.0K | 0.00% | +326+13.1% | Added |
| Cetera Investment Advisers | 2,830 | $319.0K | 0.01% | +2,830 | New |
| Cambridge Investment Research Advisors, Inc. | 2,838 | $320.0K | 0.00% | +123+4.5% | Added |
| Center for Financial Planning, Inc. | 2,871 | $323.0K | 0.08% | −64−2.2% | Reduced |
| Intersect Capital LLC | 2,898 | $326.0K | 0.06% | +51+1.8% | Added |
| GWM Advisors LLC | 2,986 | $336.0K | 0.01% | +55+1.9% | Added |
| IHT Wealth Management, LLC | 2,994 | $337.0K | 0.02% | −50−1.6% | Reduced |
| People's United Financial, Inc. | 3,013 | $339.0K | 0.01% | −119−3.8% | Reduced |
| Regions Financial Corp | 3,017 | $340.0K | 0.00% | −502−14.3% | Reduced |
| Fulton Bank, N.A. | 3,024 | $341.0K | 0.02% | −389−11.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,023 | $341.0K | 0.02% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 3,031 | $341.0K | 0.01% | +612+25.3% | Added |
| Ritholtz Wealth Management | 3,032 | $342.0K | 0.02% | +29+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 3,074 | $347.0K | 0.00% | +384+14.3% | Added |
| Level Four Advisory Services, LLC | 3,114 | $351.0K | 0.02% | −328−9.5% | Reduced |
| Pitcairn Co | 3,141 | $354.0K | 0.02% | −185−5.6% | Reduced |
| Allred Capital Management, LLC | 3,163 | $356.0K | 0.18% | −476−13.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,160 | $356.0K | 0.03% | +425+15.5% | Added |
| Renasant Bank | 3,254 | $366.0K | 0.28% | +51+1.6% | Added |
| Gryphon Financial Partners LLC | 4,530 | $366.0K | 0.09% | +4,530 | New |
| Simplex Trading, LLC | 3,298 | $371.0K | 0.01% | +3,298 | New |
| Evoke Wealth, LLC | 3,400 | $383.0K | 0.01% | +342+11.2% | Added |
| Cresset Asset Management, LLC | 3,428 | $386.0K | 0.01% | +381+12.5% | Added |
| Ellevest, Inc. | 3,512 | $396.0K | 0.04% | +328+10.3% | Added |
| Quantitative Systematic Strategies LLC | 3,535 | $398.0K | 0.14% | −10,479−74.8% | Reduced |
| Banque Cantonale Vaudoise | 3,561 | $401.0K | 0.02% | −600−14.4% | Reduced |
| Bessemer Group Inc | 3,645 | $410.0K | 0.00% | −912−20.0% | Reduced |
| Magnolia Capital Advisors LLC | 3,637 | $410.0K | 0.18% | +192+5.6% | Added |
| National Asset Management, Inc. | 3,652 | $412.0K | 0.01% | +113+3.2% | Added |
| Main Street Financial Solutions, LLC | 3,699 | $417.0K | 0.07% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,727 | $420.0K | 0.00% | +572+18.1% | Added |
| WoodTrust Financial Corp | 3,750 | $422.0K | 0.11% | +1,250+50.0% | Added |
| Gofen & Glossberg LLC | 3,790 | $427.0K | 0.01% | +180+5.0% | Added |
| Ancora Advisors, LLC | 3,800 | $428.0K | 0.01% | 00.0% | Unchanged |
| Vivaldi Asset Management, LLC | 3,822 | $430.0K | 0.06% | +3,822 | New |
| Founders Financial Securities LLC | 3,845 | $433.0K | 0.09% | −65−1.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,844 | $433.0K | 0.02% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 3,841 | $433.0K | 0.07% | +336+9.6% | Added |
| Sentry Investment Management LLC | 3,848 | $434.0K | 0.11% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,932 | $443.0K | 0.01% | −140−3.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,959 | $446.0K | 0.11% | −26−0.7% | Reduced |
| Conning Inc. | 4,159 | $469.0K | 0.01% | −434−9.4% | Reduced |
| Wealth Alliance | 4,198 | $473.0K | 0.11% | +376+9.8% | Added |
| Williams Jones Wealth Management, LLC. | 4,210 | $474.0K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,203 | $474.0K | 0.18% | +4,203 | New |
| Group One Trading, L.P. | 4,238 | $477.0K | 0.01% | +4,238 | New |
| Glenmede Trust Co NA | 4,366 | $491.0K | 0.00% | +452+11.5% | Added |
| Private Advisor Group, LLC | 4,387 | $494.0K | 0.00% | +181+4.3% | Added |
| Creative Planning | 4,391 | $495.0K | 0.00% | −1,262−22.3% | Reduced |
| Sunflower Bank, N.A. | 4,410 | $497.0K | 0.08% | +42+1.0% | Added |
| TFC Financial Management | 4,436 | $500.0K | 0.17% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 4,503 | $507.0K | 0.02% | −109−2.4% | Reduced |