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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 3,727 | $420.0K | 0.00% | +572+18.1% | Added |
| Main Street Financial Solutions, LLC | 3,699 | $417.0K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,652 | $412.0K | 0.01% | +113+3.2% | Added |
| 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 |
| Banque Cantonale Vaudoise | 3,561 | $401.0K | 0.02% | −600−14.4% | Reduced |
| Quantitative Systematic Strategies LLC | 3,535 | $398.0K | 0.14% | −10,479−74.8% | Reduced |
| Ellevest, Inc. | 3,512 | $396.0K | 0.04% | +328+10.3% | Added |
| Cresset Asset Management, LLC | 3,428 | $386.0K | 0.01% | +381+12.5% | Added |
| Evoke Wealth, LLC | 3,400 | $383.0K | 0.01% | +342+11.2% | Added |
| Simplex Trading, LLC | 3,298 | $371.0K | 0.01% | +3,298 | New |
| 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 |
| 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 |
| Pitcairn Co | 3,141 | $354.0K | 0.02% | −185−5.6% | Reduced |
| Level Four Advisory Services, LLC | 3,114 | $351.0K | 0.02% | −328−9.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,074 | $347.0K | 0.00% | +384+14.3% | Added |
| Ritholtz Wealth Management | 3,032 | $342.0K | 0.02% | +29+1.0% | Added |
| 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 |
| Regions Financial Corp | 3,017 | $340.0K | 0.00% | −502−14.3% | Reduced |
| People's United Financial, Inc. | 3,013 | $339.0K | 0.01% | −119−3.8% | Reduced |
| IHT Wealth Management, LLC | 2,994 | $337.0K | 0.02% | −50−1.6% | Reduced |
| GWM Advisors LLC | 2,986 | $336.0K | 0.01% | +55+1.9% | Added |
| Intersect Capital LLC | 2,898 | $326.0K | 0.06% | +51+1.8% | Added |
| Center for Financial Planning, Inc. | 2,871 | $323.0K | 0.08% | −64−2.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,838 | $320.0K | 0.00% | +123+4.5% | Added |
| Cetera Investment Advisers | 2,830 | $319.0K | 0.01% | +2,830 | New |
| Boston Private Wealth LLC | 2,812 | $317.0K | 0.00% | +326+13.1% | Added |
| Financial Counselors Inc | 2,763 | $311.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,755 | $310.3K | 0.15% | −263,824−99.0% | Reduced |
| Donaldson Capital Management, LLC | 2,724 | $307.0K | 0.02% | +601+28.3% | Added |
| Taurus Asset Management, LLC | 2,700 | $304.0K | 0.03% | +2,700 | New |
| 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 |
| Parallel Advisors, LLC | 2,625 | $296.0K | 0.01% | +364+16.1% | Added |
| Geller Advisors LLC | 2,540 | $286.0K | 0.06% | +286+12.7% | Added |
| Shelton Capital Management | 2,507 | $282.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,499 | $281.0K | 0.00% | −1,814−42.1% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 2,487 | $280.0K | 0.06% | +125+5.3% | Added |
| 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 |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,428 | $274.0K | 0.00% | +2,428 | New |
| 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 |
| IFP Advisors, Inc | 2,353 | $265.0K | 0.01% | −1,189−33.6% | 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 |
| Sculati Wealth Management, LLC | 2,321 | $261.0K | 0.14% | −94−3.9% | Reduced |
| Ieq Capital, LLC | 2,256 | $254.0K | 0.01% | +2,256 | New |
| Ballentine Partners, LLC | 2,232 | $251.0K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 2,218 | $250.0K | 0.01% | +2,218 | New |
| Cetera Advisor Networks LLC | 2,182 | $246.0K | 0.00% | +89+4.3% | Added |
| Barrett Asset Management, LLC | 2,171 | $245.0K | 0.01% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 2,101 | $237.0K | 0.01% | +2,101 | New |
| Coldstream Capital Management Inc | 2,085 | $235.0K | 0.01% | +2,085 | New |
| Lunia Capital LP | 2,071 | $233.0K | 7.17% | +2,071 | New |
| Advisors Asset Management, Inc. | 2,063 | $232.0K | 0.00% | −1,134−35.5% | Reduced |
| CWS Financial Advisors, LLC | 2,028 | $228.0K | 0.09% | +2,028 | New |
| Choate Investment Advisors | 2,014 | $227.0K | 0.01% | −4,100−67.1% | Reduced |
| 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 |
| Checchi Capital Advisers, LLC | 1,973 | $222.0K | 0.03% | +1,973 | New |
| Benjamin F. Edwards & Company, Inc. | 1,957 | $220.0K | 0.01% | −30−1.5% | Reduced |
| Moloney Securities Asset Management, LLC | 1,942 | $219.0K | 0.04% | +1,942 | New |
| BSW Wealth Partners | 1,907 | $215.0K | 0.06% | +1,907 | New |
| Transform Wealth, LLC | 1,900 | $214.0K | 0.03% | +1,900 | New |
| Snowden Capital Advisors LLC | 1,894 | $213.4K | 0.01% | +1,894 | New |
| Qtron Investments LLC | 1,893 | $213.0K | 0.05% | +1,893 | New |
| Endurance Wealth Management, Inc. | 1,873 | $211.0K | 0.02% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 1,814 | $204.0K | 0.17% | +1,814 | New |
| Quadrant Capital Group LLC | 1,783 | $201.0K | 0.03% | +355+24.9% | Added |
| 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 |
| Huntington National Bank | 1,725 | $194.0K | 0.00% | −93−5.1% | Reduced |
| FORA Capital, LLC | 1,714 | $193.0K | 0.04% | +1,047+157.0% | Added |
| Proequities, Inc. | 1,651 | $186.0K | 0.01% | −50−2.9% | Reduced |
| Belpointe Asset Management LLC | 1,635 | $184.0K | 0.01% | +100+6.5% | Added |
| SOA Wealth Advisors, LLC. | 1,486 | $167.0K | 0.04% | +807+118.9% | Added |
| Penserra Capital Management LLC | 1,471 | $164.0K | 0.00% | +546+59.0% | Added |
| AdvisorNet Financial, Inc | 1,420 | $160.0K | 0.01% | +100+7.6% | Added |
| Berman Capital Advisors, LLC | 1,328 | $149.0K | 0.02% | +366+38.0% | Added |
| FourThought Financial, LLC | 1,314 | $148.0K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 22,091 | $146.0K | 0.03% | −10,037−31.2% | Reduced |
| Harbor Investment Advisory, LLC | 1,286 | $145.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,151 | $130.0K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,119 | $126.0K | 0.00% | +9+0.8% | Added |
| Kelly Lawrence W & Associates Inc | 1,000 | $113.0K | 0.02% | −700−41.2% | Reduced |
| Deseret Mutual Benefit Administrators | 946 | $107.0K | 0.03% | +946 | New |
| Graves-Light Private Wealth Management, Inc. | 849 | $96.0K | 0.02% | −800−48.5% | Reduced |
| Newfound Research LLC | 843 | $95.0K | 0.19% | +6+0.7% | Added |
| CX Institutional | 839 | $95.0K | 0.01% | +182+27.7% | Added |
| Exchange Traded Concepts, LLC | 828 | $93.0K | 0.00% | +828 | New |
| Eagle Bay Advisors LLC | 810 | $92.0K | 0.07% | +810 | New |
| Bollard Group LLC | 798 | $90.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 658 | $74.0K | 0.02% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 571 | $64.0K | 0.01% | 00.0% | Unchanged |