IP Strategy Holdings, Inc.
IP Strategy Holdings, Inc. (IPST) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · IPST · as of Sep 30, 2025
Ownership Breakdown
19
Institutional Holders
▲ 3 vs Q2
$3.60M
Total Inst. Value
▲ $3.43M vs Q2
549,045
Shares Outstanding
freeFloat 67.62%
5.26M
13F Shares Held
▲ 4.85M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
IPST largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
POLAR ASSET MANAGEMENT PARTNERS INC. beverages | 3.31M | 7.16% | 7.16% | $2.00B | Dec 1, 2025 | NEW |
CIBC PRIVATE WEALTH GROUP, LLC beverages | 440.0K | 0.95% | 0.95% | $361.15M | Nov 24, 2025 | NEW |
beverages | 430.0K | 0.93% | 0.93% | $352.94M | Nov 12, 2025 | NEW |
VANGUARD GROUP INC beverages | 321.6K | 0.70% | 0.70% | $264.02M | Nov 7, 2025 | NEW |
MORGAN STANLEY beverages | 184.2K | 0.40% | 0.40% | $151.16M | May 27, 2026 | ▲ 35.2K |
GEODE CAPITAL MANAGEMENT, LLC beverages | 148.6K | 0.32% | 0.32% | $121.96M | Nov 12, 2025 | ▲ 128.5K |
XTX TOPCO LTD beverages | 94.7K | 0.20% | 0.20% | $77.72M | Nov 14, 2025 | ▲ 61.6K |
HRT FINANCIAL LP beverages | 92.1K | 0.20% | 0.20% | $75.00M | Nov 14, 2025 | ▲ 75.9K |
WEALTH PRESERVATION ADVISORS, LLC beverages | 52.5K | 0.11% | 0.11% | $43.09M | Nov 14, 2025 | — held |
NORTHERN TRUST CORP beverages | 47.7K | 0.10% | 0.10% | $39.18M | Nov 14, 2025 | NEW |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
8
Increased
+331.9K shares6
New Positions
first time holders1
Decreased
−12.8K shares3
Sold Out
fully exitedNet shares change (top 50)
+319.1K
+331.9K / −12.8K
Net new holders
+10
6 new / 3 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
IPST insider trading · insider activity
Source: SEC Form 4
8
Buy transactions
12
Sell transactions
0.67
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
CARROSINO MICHAEL EVP of Finance & CFO | May 2, 2026 | Tax Withhold | 330 | $5.50 | $1.8K | 2.7K | Form 4 ↗ |
CARROSINO MICHAEL EVP of Finance & CFO | May 2, 2026 | Tax Withhold | 38 | $5.50 | $209 | 1.9K | Form 4 ↗ |
Stiefel Jennifer D H President & Secretary | May 2, 2026 | Tax Withhold | 433 | $5.50 | $2.4K | 3.9K | Form 4 ↗ |
Stiefel Jennifer D H President & Secretary | May 2, 2026 | Tax Withhold | 62 | $5.50 | $341 | 1.3K | Form 4 ↗ |
Stiefel Justin B CEO & Treasurer | May 2, 2026 | Tax Withhold | 433 | $5.50 | $2.4K | 3.9K | Form 4 ↗ |
Stiefel Justin B CEO & Treasurer | May 2, 2026 | Tax Withhold | 62 | $5.50 | $341 | 1.3K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
IP Strategy Holdings, Inc. (IPST) is primarily owned by institutional investors, who hold approximately 100.0% of total shares outstanding. Company insiders own approximately 32.38%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of IP Strategy Holdings, Inc. is POLAR ASSET MANAGEMENT PARTNERS INC., holding approximately 3.31 million shares — equal to 7.16% of outstanding shares — as of September 30, 2025.
A total of 19 institutional investors currently hold IPST stock, with a combined institutional value of approximately $3,601,372 as of the most recent 13F filing period.
Frequently asked questions
IPST ownershipIP Strategy Holdings, Inc. (IPST) is primarily owned by institutional investors, who hold approximately 100.0% of shares. The largest shareholder is POLAR ASSET MANAGEMENT PARTNERS INC. with a 7.16% stake. Company insiders hold 32.38%. Data sourced from SEC Form 13F as of September 30, 2025.