InnospecIOSP
13F holders, Q4 2025 (December 31)260holders −6
24new positions
29sold out
6famous investors
$76.52avg. 13F price*
At the end of Q4 2025, 260 institutions reported holding Innospec Inc. (IOSP) in their 13F filings, down 6 from Q3 2025. 24 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($280.3M), Vanguard Group Inc. ($238.9M) and Allspring Global Investments Holdings, LLC ($179.8M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Innospec Inc.
- CUSIP
- 45768S105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $15.3M |
| Exits | 29 | $9.7M |
All 13F filers, Q3 2025 → Q4 2025: 2,128,780 shares bought and 1,765,508 shares sold, net +363,272 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| BlackRock, Inc. | 0.00% | Add +0.8% | 3,662,323 | $280.3M |
| Vanguard Group Inc. | 0.00% | Reduce -0.7% | 3,121,151 | $238.9M |
| Allspring Global Investments Holdings, LLC | 0.29% | Reduce -1.5% | 2,356,503 | $179.8M |
| Dimensional Fund Advisors LP | 0.02% | Add +0.7% | 1,175,122 | $89.9M |
| Victory Capital Management Inc. | 0.04% | Add +13.7% | 950,074 | $72.7M |
| State Street Corp. | 0.00% | Add +2.1% | 949,038 | $72.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.8% | 609,220 | $46.6M |
| Millennium Management | 0.03% | Add +10.8% | 533,312 | $40.8M |
| Nuveen, LLC | 0.01% | Add +22.2% | 502,603 | $38.5M |
| Westwood Holdings Group Inc. | 0.31% | Add +9.7% | 491,451 | $37.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +71.6% | 484,968 | $37.1M |
| Medina Value Partners, LLC | 6.77% | Add +60.5% | 378,769 | $29.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.6% | 373,540 | $28.6M |
| Bank of America Corp. | 0.00% | Reduce -14.1% | 322,358 | $24.7M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -9.5% | 320,504 | $24.5M |
| D. E. Shaw & Co. | 0.02% | Add +13.2% | 309,927 | $23.7M |
| Brown Advisory Inc. | 0.03% | Reduce -12.6% | 305,977 | $23.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.7% | 305,875 | $23.4M |
| Royce & Associates LP | 0.24% | Reduce -38.0% | 305,226 | $23.4M |
| Gendell Jeffrey L | 0.38% | Add +63.1% | 285,351 | $21.8M |
| Northern Trust Corp. | 0.00% | Reduce -8.2% | 274,689 | $21.0M |
| Western Standard LLC | 9.47% | Add +894.0% | 268,367 | $20.5M |
| AQR Capital Management | 0.01% | Add +48.0% | 268,151 | $20.5M |
| Morgan Stanley | 0.00% | Reduce -4.0% | 243,535 | $18.6M |
| Assenagon Asset Management S.A. | 0.02% | Add +37.7% | 178,204 | $13.6M |
| Two Sigma Investments, LP | 0.02% | Add +7.6% | 159,514 | $12.2M |
| Two Sigma Advisers, LP | 0.02% | Add +0.6% | 159,200 | $12.2M |
| Janus Henderson Group PLC | 0.01% | Reduce -41.5% | 150,851 | $11.5M |
| UBS Group AG | 0.00% | Reduce -13.9% | 142,055 | $10.9M |
| Norges Bank | 0.00% | — | 139,200 | $10.7M |
| Voloridge Investment Management, LLC | 0.04% | Add +9.8% | 138,401 | $10.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -36.0% | 137,828 | $10.5M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Add +12.2% | 125,062 | $9.6M |
| Renaissance Technologies | 0.01% | Reduce -17.9% | 120,300 | $9.2M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.5% | 118,107 | $9.0M |
| HRT Financial LP | 0.03% | Add +30.6% | 116,932 | $8.9M |
| Jane Street Group, LLC | 0.01% | Add +17.5% | 108,961 | $8.3M |
| Invesco Ltd. | 0.00% | Add +29.4% | 104,639 | $8.0M |
| Walleye Capital LLC | 0.05% | Reduce -31.1% | 103,935 | $8.0M |
| Sei Investments Co. | 0.01% | Add +55.9% | 103,702 | $7.9M |
| First Wilshire Securities Management Inc. | 1.94% | New | 100,574 | $7.7M |
| Numerai GP LLC | 0.91% | Add +20.5% | 98,269 | $7.5M |
| Point72 Asset Management | 0.01% | Add +712.1% | 95,775 | $7.3M |
| ZWJ Investment Counsel Inc. | 0.26% | Add +110.9% | 94,535 | $7.2M |
| Mutual of America Capital Management LLC | 0.07% | Add +16.1% | 87,921 | $6.7M |
| Public Sector Pension Investment Board | 0.02% | Reduce -11.5% | 85,714 | $6.6M |
| Teacher Retirement System of Texas | 0.02% | Add +35.3% | 84,425 | $6.5M |
| ProShare Advisors LLC | 0.01% | Add +8.4% | 83,739 | $6.4M |
| Panagora Asset Management Inc. | 0.02% | Add +3.3% | 82,098 | $6.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.7% | 78,672 | $6.0M |
| SG Americas Securities, LLC | 0.01% | Add +291.0% | 75,814 | $5.8M |
| Citadel Advisors | 0.00% | Reduce -12.8% | 72,694 | $5.6M |
| Leeward Investments, LLC - MA | 0.28% | Reduce -0.6% | 71,687 | $5.5M |
| Rhumbline Advisers | 0.00% | Reduce -3.2% | 70,197 | $5.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +74.6% | 68,049 | $5.2M |
| Legal & General Group Plc | 0.00% | Reduce -4.2% | 62,461 | $4.8M |
| Ameriprise Financial Inc. | 0.00% | Add +0.5% | 60,287 | $4.6M |
| American Century Companies Inc. | 0.00% | Reduce -13.4% | 54,316 | $4.2M |
| Intech Investment Management LLC | 0.04% | Add +139.4% | 51,556 | $3.9M |
| Engineers Gate Manager LP | 0.05% | Add +22.5% | 49,862 | $3.8M |
| Swiss National Bank | 0.00% | Add +1.2% | 49,003 | $3.8M |
| Edgestream Partners, L.P. | 0.10% | Add +11.8% | 46,434 | $3.6M |
| Trexquant Investment LP | 0.03% | Add +79.5% | 46,073 | $3.5M |
| Barclays PLC | 0.00% | Reduce -1.1% | 45,848 | $3.5M |
| Creative Planning | 0.00% | Add +227.9% | 44,693 | $3.4M |
| Dark Forest Capital Management LP | 0.16% | Add +31.7% | 44,524 | $3.4M |
| PDT Partners, LLC | 0.21% | No change | 42,876 | $3.3M |
| AlphaQuest LLC | 0.18% | Reduce -6.5% | 42,228 | $3.2M |
| Moran Wealth Management, LLC | 0.10% | Reduce -5.2% | 42,035 | $3.2M |
| Ieq Capital, LLC | 0.01% | Add +50.7% | 39,774 | $3.0M |
| FMR LLC | 0.00% | Add +3570.1% | 36,921 | $2.8M |
| Wells Fargo & Company | 0.00% | Add +3.5% | 35,091 | $2.7M |
| Algert Global LLC | 0.04% | Reduce -1.3% | 34,278 | $2.6M |
| Connors Investor Services Inc. | 0.21% | Reduce -3.4% | 32,525 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +19.7% | 30,314 | $2.3M |
| Ingalls & Snyder LLC | 0.08% | No change | 28,927 | $2.2M |
| Franklin Resources Inc. | 0.00% | Add +2.3% | 28,511 | $2.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +21.5% | 28,383 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.1% | 26,923 | $2.1M |
| Verition Fund Management LLC | 0.01% | Reduce -37.3% | 26,664 | $2.0M |
| Canada Pension Plan Investment Board | 0.00% | No change | 26,000 | $2.0M |
| Voya Investment Management LLC | 0.00% | Reduce -37.2% | 25,264 | $1.9M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Reduce -18.4% | 24,614 | $1.9M |
| California State Teachers Retirement System | 0.00% | Add +3.2% | 23,800 | $1.8M |
| Prudential Financial Inc. | 0.00% | Reduce -6.7% | 23,464 | $1.8M |
| Atom Investors LP | 0.14% | Add +566.6% | 22,830 | $1.7M |
| Huber Capital Management LLC | 0.25% | No change | 22,548 | $1.7M |
| Jump Financial, LLC | 0.02% | Reduce -20.0% | 22,300 | $1.7M |
| Jain Global LLC | 0.02% | New | 22,159 | $1.7M |
| Capital Fund Management S.A. | 0.02% | Add +73.9% | 21,877 | $1.7M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -28.2% | 21,279 | $1.6M |
| Public Employees Retirement System of Ohio | 0.00% | Add +16.2% | 20,136 | $1.5M |
| CM Management, LLC | 1.29% | Add +66.7% | 20,000 | $1.5M |
| Wedge Capital Management L L P | 0.03% | Add +20.5% | 19,699 | $1.5M |
| Deutsche Bank AG | 0.00% | Reduce -52.1% | 19,665 | $1.5M |
| Cerity Partners LLC | 0.00% | Reduce -8.2% | 19,309 | $1.5M |
| Holocene Advisors, LP | 0.00% | Reduce -22.4% | 19,045 | $1.5M |
| Citigroup Inc. | 0.00% | Reduce -20.4% | 17,713 | $1.4M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -30.0% | 17,677 | $1.4M |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -63.7% | 17,622 | $1.3M |
| Gsa Capital Partners LLP | 0.11% | Reduce -38.4% | 17,422 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.0% | 17,026 | $1.3M |
| Mariner, LLC | 0.00% | Add +182.0% | 15,683 | $1.2M |
| Entropy Technologies, LP | 0.06% | Add +63.2% | 14,979 | $1.1M |
| HSBC Holdings PLC | 0.00% | Reduce -1.2% | 14,847 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.3% | 14,256 | $1.1M |
| Acadian Asset Management LLC | 0.00% | Reduce -48.2% | 14,159 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -73.1% | 14,005 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Add +0.9% | 13,747 | $1.1M |
| Freestone Grove Partners LP | 0.01% | Add +45.3% | 13,475 | $1.0M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -26.0% | 13,462 | $1.0M |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -7.4% | 12,767 | $977K |
| First Trust Advisors LP | 0.00% | Reduce -98.1% | 12,276 | $940K |
| Round Hill Asset Management | 0.58% | No change | 11,974 | $916K |
| Russell Investments Group, Ltd. | 0.00% | Add +63.5% | 11,628 | $890K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -11.2% | 11,622 | $890K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.3% | 11,594 | $887K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.0% | 11,555 | $884K |
| Louisiana State Employees Retirement System | 0.01% | No change | 11,400 | $873K |
| Linden Thomas Advisory Services, LLC | 0.09% | Reduce -3.5% | 11,361 | $870K |
| Capstone Investment Advisors, LLC | 0.01% | Add +67.1% | 11,352 | $869K |
| Comerica Bank | 0.00% | Reduce -5.1% | 11,236 | $860K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -30.2% | 10,163 | $831K |
| QSV Equity Investors LLC | 1.21% | Reduce -12.1% | 10,694 | $819K |
| EntryPoint Capital, LLC | 0.32% | No change | 10,685 | $818K |
| Cwm, LLC | 0.00% | Add +2.8% | 10,452 | $800K |
| Legato Capital Management LLC | 0.07% | New | 10,049 | $769K |
| James Investment Research, Inc. | 0.08% | No change | 9,949 | $761K |
| XTX Topco Ltd | 0.02% | New | 9,737 | $745K |
| Aquatic Capital Management LLC | 0.02% | Add +10.3% | 9,659 | $739K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +25.8% | 9,223 | $725K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +42.4% | 9,465 | $724K |
| Marshall Wace, LLP | 0.00% | New | 9,228 | $706K |
| New York State Common Retirement Fund | 0.00% | No change | 8,911 | $682K |
| Inceptionr LLC | 0.18% | Add +162.1% | 8,582 | $657K |
| Vident Advisory, LLC | 0.01% | New | 8,503 | $651K |
| Brooklyn Investment Group | 0.03% | New | 7,847 | $616K |
| New York State Teachers Retirement System | 0.00% | No change | 7,962 | $609K |
| Mercer Global Advisors Inc. | 0.00% | Add +19.4% | 7,535 | $577K |
| Quantinno Capital Management LP | 0.00% | Reduce -25.6% | 7,297 | $559K |
| Amalgamated Bank | 0.00% | Reduce -0.1% | 7,215 | $552K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +0.0% | 6,951 | $532K |
| Yousif Capital Management, LLC | 0.01% | Reduce -12.8% | 6,713 | $532K |
| Arizona State Retirement System | 0.00% | Reduce -6.6% | 6,885 | $527K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 6,727 | $515K |
| NewEdge Advisors, LLC | 0.00% | Add +21.4% | 6,511 | $498K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 6,238 | $477K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -12.0% | 6,230 | $476K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -3.0% | 6,134 | $469K |
| Susquehanna International Group, LLP | 0.00% | Reduce -36.7% | 6,123 | $469K |
| Inspire Investing, LLC | 0.04% | Add +3.6% | 6,086 | $466K |
| Keybank National Association | 0.00% | Add +30.0% | 6,001 | $459K |
| Quadrature Capital Ltd | 0.00% | New | 5,955 | $456K |
| R Squared Ltd | 0.21% | Add +0.7% | 5,883 | $450K |
| Man Group plc | 0.00% | Add +16.3% | 5,717 | $438K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 5,631 | $431K |
| Guggenheim Capital LLC | 0.00% | Add +0.4% | 5,589 | $428K |
| Ethic Inc. | 0.01% | New | 5,351 | $410K |
| KLP Kapitalforvaltning As | 0.00% | Add +6.0% | 5,300 | $406K |
| Amundi | 0.00% | Add +15.6% | 5,189 | $397K |
| LPL Financial LLC | 0.00% | Reduce -25.8% | 5,077 | $389K |
| Bell & Brown Wealth Advisors, LLC | 0.12% | Reduce -0.0% | 4,966 | $380K |
| Cetera Investment Advisers | 0.00% | New | 4,859 | $372K |
| Hudson Edge Investment Partners Inc. | 0.05% | Reduce -6.0% | 4,316 | $330K |
| Royal Bank of Canada | 0.00% | Reduce -9.3% | 4,176 | $319K |
| Quantbot Technologies LP | 0.01% | Reduce -75.8% | 4,103 | $314K |
| Pictet Asset Management Holding SA | 0.00% | No change | 4,052 | $310K |
| Diversified Trust Co. | 0.01% | Add +0.7% | 3,823 | $293K |
| Oxford Asset Management LLP | 0.10% | Reduce -30.6% | 3,632 | $278K |
| Maryland State Retirement & Pension System | 0.01% | Add +1.2% | 3,612 | $276K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -74.4% | 3,461 | $265K |
| Polymer Capital Management (US) LLC | 0.03% | Reduce -29.6% | 3,458 | $265K |
| Meeder Asset Management Inc. | 0.01% | Reduce -45.1% | 3,425 | $262K |
| Captrust Financial Advisors | 0.00% | Add +13.7% | 3,360 | $257K |
| Profund Advisors LLC | 0.01% | New | 3,042 | $233K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,018 | $231K |
| Mackenzie Financial Corp. | 0.00% | Reduce -6.2% | 2,960 | $231K |
| Aigen Investment Management, LP | 0.05% | Reduce -55.8% | 2,980 | $228K |
| Tidal Investments LLC | 0.00% | New | 2,834 | $217K |
| PharVision Advisers, LLC | 0.11% | New | 2,817 | $216K |
| PNC Financial Services Group, Inc. | 0.00% | Add +41.5% | 2,361 | $181K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -7.4% | 2,330 | $178K |
| State of Wyoming | 0.02% | Add +1170.9% | 2,186 | $167K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,099 | $161K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.9% | 1,934 | $148K |
| Smartleaf Asset Management LLC | 0.00% | Add +26.4% | 1,665 | $130K |
| Sterling Capital Management LLC | 0.00% | Reduce -17.4% | 1,367 | $105K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -75.9% | 1,209 | $93K |
| Signaturefd, LLC | 0.00% | Add +65.5% | 993 | $76K |
| Murphy & Mullick Capital Management Corp | 0.05% | No change | 962 | $74K |
| MAI Capital Management | 0.00% | Add +6.2% | 956 | $73K |
| HM Payson & Co. | 0.00% | No change | 909 | $70K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 515 | $68K |
| Allworth Financial LP | 0.00% | Add +49.7% | 880 | $67K |
| KBC Group NV | 0.00% | No change | 860 | $66K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 804 | $63K |
| Rockefeller Capital Management L.P. | 0.00% | Add +125.4% | 728 | $56K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +15.2% | 683 | $52K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +316.4% | 662 | $51K |
| Danske Bank A/S | 0.00% | No change | 600 | $46K |
| Hantz Financial Services, Inc. | 0.00% | Add +271.0% | 575 | $44K |
| Essential Partners LLC | 0.01% | Reduce -47.1% | 477 | $37K |
| Covestor Ltd | 0.02% | Reduce -0.4% | 461 | $35K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +48.9% | 457 | $35K |
| Versant Capital Management, Inc | 0.00% | Reduce -20.6% | 433 | $33K |
| CDKV Holdings LLC | 0.03% | — | 400 | $31K |
| Tsfg, LLC | 0.00% | No change | 370 | $28K |
| Osaic Holdings, Inc. | 0.00% | Add +7.2% | 326 | $25K |
| Parallel Advisors, LLC | 0.00% | Add +121.0% | 274 | $21K |
| Quadrant Capital Group LLC | 0.00% | Add +371.4% | 264 | $20K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 246 | $19K |
| Jones Financial Companies LLLP | 0.00% | Add +0.8% | 239 | $18K |
| Global Retirement Partners, LLC | 0.00% | New | 233 | $18K |
| Fifth Third Bancorp | 0.00% | Add +1183.3% | 231 | $18K |
| US Bancorp \de | 0.00% | Reduce -39.4% | 225 | $17K |
| UMB Bank, n.a. | 0.00% | Add +266.7% | 220 | $17K |
| Crews Bank & Trust | 0.00% | No change | 200 | $15K |
| Farther Finance Advisors, LLC | 0.00% | Add +41.3% | 195 | $15K |
| Quarry LP | 0.00% | Add +57.0% | 190 | $15K |
| Zions Bancorporation, National Association | 0.00% | New | 178 | $14K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 157 | $12K |
| Rothschild Investment LLC | 0.00% | Add +344.1% | 151 | $12K |
| IFP Advisors, Inc | 0.00% | Add +151.8% | 141 | $11K |
| Los Angeles Capital Management LLC | 0.00% | New | 129 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +0.0% | 120 | $9K |
| GAMMA Investing LLC | 0.00% | Add +52.0% | 114 | $9K |
| Arax Advisory Partners | 0.00% | Reduce -96.9% | 112 | $9K |
| STRS Ohio | 0.00% | No change | 100 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | New | 100 | $8K |
| Salomon & Ludwin, LLC | 0.00% | Add +87.5% | 90 | $7K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.1% | 86 | $7K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -52.4% | 71 | $5K |
| Bessemer Group Inc. | 0.00% | No change | 71 | $5K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 63 | $5K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 43 | $3K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 42 | $3K |
| SageView Advisory Group, LLC | 0.00% | New | 40 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +457.1% | 39 | $3K |
| Root Financial Partners, LLC | 0.00% | Reduce -13.3% | 39 | $3K |
| True Wealth Design, LLC | 0.00% | Reduce -50.6% | 38 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Add +216.7% | 19 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 18 | $1K |
| Kilter Group LLC | 0.00% | New | 16 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +500.0% | 12 | $919 |
| WPG Advisers, LLC | 0.00% | No change | 10 | $765 |
| First Horizon Corp. | 0.00% | No change | 9 | $689 |
| Cornerstone Planning Group LLC | 0.00% | New | 8 | $634 |
| Clearstead Advisors, LLC | 0.00% | Reduce -95.7% | 8 | $613 |
| Harbour Investments, Inc. | 0.00% | Reduce -88.1% | 8 | $612 |
| CIBC Private Wealth Group LLC | 0.00% | New | 6 | $459 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -37.5% | 5 | $383 |
| Fortitude Family Office, LLC | 0.00% | Reduce -55.6% | 4 | $306 |
| Abound Wealth Management | 0.00% | No change | 2 | $154 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $77 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -80.0% | 1 | $77 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $77 |
| HFM Investment Advisors, LLC | 0.00% | No change | 1 | $77 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 1 | $77 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -50.0% | 1 | $76 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $40 |
"% of holder's portfolio" is IOSP's weight in each manager's 13F, not the share of Innospec Inc. the manager owns.