Investcorp Credit ManagementICMB
13F holders, Q1 2025 (March 31)15holders −1
2new positions
2sold out
1famous investor
$3.21avg. 13F price*
At the end of Q1 2025, 15 institutions reported holding Investcorp Credit Management (ICMB) in their 13F filings, down 1 from Q4 2024. 2 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($737K), Bulldog Investors, LLP ($679K) and Citadel Advisors ($100K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Investcorp Credit Management
- CUSIP
- 46090R104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $138K |
| Exits | 2 | $21K |
All 13F filers, Q4 2024 → Q1 2025: 184,066 shares bought and 68,161 shares sold, net +115,905 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Morgan Stanley | 0.00% | Add +2.6% | 229,499 | $737K |
| Bulldog Investors, LLP | 0.18% | Add +175.1% | 211,397 | $679K |
| Citadel Advisors | 0.00% | Reduce -41.3% | 30,844 | $100K |
| Westbourne Investments, Inc. | 0.06% | New | 31,000 | $100K |
| LPL Financial LLC | 0.00% | Reduce -43.9% | 28,416 | $91K |
| International Assets Investment Management, LLC | 0.01% | No change | 27,750 | $89K |
| Raymond James Financial Inc. | 0.00% | Add +3.3% | 23,320 | $75K |
| Geode Capital Management, LLC | 0.00% | No change | 16,938 | $55K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.4% | 12,983 | $42K |
| Ethos Financial Group, LLC | 0.00% | New | 11,840 | $38K |
| Bank of America Corp. | 0.00% | No change | 8,383 | $27K |
| UBS Group AG | 0.00% | Reduce -70.8% | 6,472 | $21K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 2,500 | $8K |
| Osaic Holdings, Inc. | 0.00% | No change | 38 | $121 |
| Wells Fargo & Company | 0.00% | No change | 1 | $2 |
"% of holder's portfolio" is ICMB's weight in each manager's 13F, not the share of Investcorp Credit Management the manager owns.