Skip to main content

Investors Bancorp, Inc.

ISBCDelisted Apr 6, 2022
Industry
State Commercial Banks
SEC CIK
0001594012

Investors Bancorp, Inc. was delisted on Apr 6, 2022; its insiders filed their last Form 4 on Apr 7, 2022; 255 institutions reported holding it in 13F filings for Q1 2022, worth $2.81B in total; no superinvestor held it.

13F holders, Q3 2021

Institutional positions in Investors Bancorp, Inc. as of Sep 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
262
+16 vs. Q2 2021
Shares held
183.1M
−5.20M (−2.8%) vs. Q2 2021
Total value
$2.77B
+$82.2M (+3.1%) vs. Q2 2021
New holders
45
76 more added
Sold out
29
93 more reduced

4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ISBC 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 holdersQ3 2021: 262 institutions
Q1 2021: 243 institutionsQ2 2021: 250 institutionsQ3 2021: 262 institutionsQ4 2021: 265 institutionsQ1 2022: 255 institutionsQ2 2022: 3 institutionsQ3 2022: 2 institutionsQ4 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 heldQ3 2021: $2.77B
Q1 2021: $2.89BQ2 2021: $2.68BQ3 2021: $2.77BQ4 2021: $2.76BQ1 2022: $2.81BQ2 2022: $35.0KQ3 2022: $12.0KQ4 2022: $14Q1 2023: $14Q2 2023: $14Q3 2023: $14Q4 2023: $14Q1 2024: $14Q2 2024: $14Q3 2024: $14Q4 2024: $14Q1 2025: $14Q2 2025: $14Q3 2025: $14Q4 2025: $14Q1 2026: $14Q2 2026: $14
Institutions holding ISBC and their total value by quarter
QuarterHoldersValue
Q2 20261$14
Q1 20261$14
Q4 20251$14
Q3 20251$14
Q2 20251$14
Q1 20251$14
Q4 20241$14
Q3 20241$14
Q2 20241$14
Q1 20241$14
Q4 20231$14
Q3 20231$14
Q2 20231$14
Q1 20231$14
Q4 20221$14
Q3 20222$12.0K
Q2 20223$35.0K
Q1 2022255$2.81B
Q4 2021265$2.76B
Q3 2021262$2.77B
Q2 2021250$2.68B
Q1 2021243$2.89B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Investors Bancorp, Inc.; share changes are against Q2 2021.

Institutions holding ISBC in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Xponance, Inc.14,711$222.0K0.00%−1,782−10.8%Reduced
Shelton Capital Management14,560$220.0K0.01%00.0%Unchanged
Fox Run Management, L.L.C.14,391$217.0K0.14%+14,391New
Public Employees Retirement System of Ohio14,128$213.0K0.00%+1,585+12.6%Added
Vivaldi Asset Management, LLC13,991$211.0K0.03%+13,991New
Mackenzie Financial Corp13,400$202.0K0.00%+13,400New
Sageworth Trust Co13,150$199.0K0.02%00.0%Unchanged
Quantedge Capital Pte Ltd12,900$195.0K0.09%00.0%Unchanged
Seelaus Asset Management LLC12,443$188.0K0.11%00.0%Unchanged
Brookstone Capital Management11,215$173.0K0.00%+11,215New
Raymond James Financial Services Advisors, Inc.11,023$167.0K0.00%−1,582−12.6%Reduced
Nisa Investment Advisors, LLC11,000$166.0K0.00%+8,000+266.7%Added
LCNB Corp10,455$158.0K0.08%00.0%Unchanged
Traphagen Investment Advisors LLC10,297$155.6K0.03%00.0%Unchanged
Captrust Financial Advisors10,187$154.0K0.00%−637−5.9%Reduced
Advisor Group Holdings, Inc.10,056$152.0K0.00%−1,588−13.6%Reduced
Marshall Financial Group LLC10,072$152.0K0.08%−225−2.2%Reduced
Macquarie Group Ltd8,846$134.0K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC7,750$117.1K0.03%00.0%Unchanged
Toronto Dominion Bank6,417$97.0K0.00%−205−3.1%Reduced
Northwestern Mutual Wealth Management Co5,957$90.0K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC4,739$72.0K0.02%00.0%Unchanged
FMR LLC4,655$70.0K0.00%+18+0.4%Added
STRS Ohio3,900$58.0K0.00%−1,000−20.4%Reduced
First Manhattan Co3,629$54.0K0.00%−274−7.0%Reduced
NEXT Financial Group, Inc3,496$53.0K0.00%00.0%Unchanged
Private Capital Group, LLC3,519$53.0K0.01%00.0%Unchanged
O'Shaughnessy Asset Management, LLC3,459$52.0K0.00%−3,359−49.3%Reduced
Harvest Fund Management Co., Ltd3,221$48.0K0.01%00.0%Unchanged
Baron Financial Group, LLC3,060$46.2K0.03%00.0%Unchanged
American Research & Management Co.2,550$39.0K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.2,482$37.5K0.01%+435+21.3%Added
Harbour Investments, Inc.2,395$36.0K0.00%−285−10.6%Reduced
Parkside Financial Bank & Trust2,238$34.0K0.01%+58+2.7%Added
Versant Capital Management, Inc2,161$33.0K0.01%−90−4.0%Reduced
Rockefeller Capital Management L.P.2,169$32.0K0.00%00.0%Unchanged
Huntington National Bank1,587$24.0K0.00%00.0%Unchanged
Arkadios Wealth Advisors1,491$22.0K0.00%00.0%Unchanged
Fifth Third Bancorp1,129$17.0K0.00%+251+28.6%Added
Lenox Wealth Advisors, LLC1,008$15.0K0.00%00.0%Unchanged
Parallel Advisors, LLC834$13.0K0.00%+1+0.1%Added
First Horizon Advisors, Inc.894$13.0K0.00%+673+304.5%Added
Creative Financial Designs Inc787$12.0K0.00%00.0%Unchanged
Hantz Financial Services, Inc.772$12.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc760$11.0K0.00%00.0%Unchanged
Atlas Private Wealth Advisors719$11.0K0.01%00.0%Unchanged
US Bancorp690$10.0K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP665$10.0K0.00%00.0%Unchanged
Global Retirement Partners, LLC600$9.00K0.00%00.0%Unchanged
Ellevest, Inc.460$7.00K0.00%+297+182.2%Added
Central Trust Co140$2.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.106$2.00K0.00%00.0%Unchanged
Meeder Asset Management Inc116$2.00K0.00%+46+65.7%Added
TCI Wealth Advisors, Inc.84$1.00K0.00%−279−76.9%Reduced
Quadrant Capital Group LLC71$1.00K0.00%−39−35.5%Reduced
IFP Advisors, Inc59$1.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC80$1.00K0.00%00.0%Unchanged
Berman Capital Advisors, LLC103$1.00K0.00%00.0%Unchanged
Meridian Wealth Partners, LLC35$1.00K0.00%+35New
Bell Investment Advisors, Inc35$1.00K0.00%+35New
Eaton Vance Management3,638$00.00%+1,199+49.2%Added
Glazer Capital, LLC1$00.00%+1New
Cramer Rosenthal McGlynn LLC0$00.00%−1,478,126−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−1,239,963−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−841,000−100.0%Sold out
Elizabeth Park Capital Advisors, Ltd.0$00.00%−575,500−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−521,082−100.0%Sold out
Richard Bernstein Advisors LLC0$00.00%−309,510−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−173,000−100.0%Sold out
Seizert Capital Partners, LLC0$00.00%−136,285−100.0%Sold out
Ensign Peak Advisors, Inc0$00.00%−115,800−100.0%Sold out
Squarepoint Ops LLC0$00.00%−96,871−100.0%Sold out
TD Asset Management Inc0$00.00%−82,025−100.0%Sold out
Jennison Associates LLC0$00.00%−69,781−100.0%Sold out
Truist Financial Corp0$00.00%−49,614−100.0%Sold out
Sheets Smith Wealth Management0$00.00%−30,442−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−19,645−100.0%Sold out
Avestar Capital, LLC0$00.00%−18,984−100.0%Sold out
Walleye Trading LLC0$00.00%−18,480−100.0%Sold out
Quadrature Capital Ltd0$00.00%−13,752−100.0%Sold out
Beese Fulmer Investment Management, Inc.0$00.00%−13,450−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−11,611−100.0%Sold out
Wedge Capital Management L L P0$00.00%−10,846−100.0%Sold out
Neo Ivy Capital Management0$00.00%−10,636−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−10,395−100.0%Sold out
Schroder Investment Management Group0$00.00%−7,264−100.0%Sold out
Spire Wealth Management0$00.00%−7,110−100.0%Sold out
Savior LLC0$00.00%−4,646−100.0%Sold out
Advisory Services Network, LLC0$00.00%−3,719−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−1,743−100.0%Sold out
Equitec Proprietary Markets, LLC0$00.00%−1−100.0%Sold out
QS Investors, LLC––––Not filed
Pictet Asset Management Ltd––––Not filed
First Horizon Corp––––Not filed
CWM, LLC––––Not filed