Public record / Tickers / IPGP

IPGP — IPG PHOTONICS CORP†

Both disclosure regimes on one name: who in Congress filed about IPGP, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
11
all PTR rows naming IPGP
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-23
filed 2021-09-23
13F holders
304
top-304 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Thomas J. Rooney · $15.0K–$50.0K

BUY · traded 2018-08-27 → filed 2018-09-14. Ranked over every IPGP row by the provable lower bound, never a point estimate.

No member disclosed IPGP in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated IPGP rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING IPGP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning IPGP
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2021-09-23Thomas R. Suozzi D–NY-3SELLTraded 06-03 LATE·112d$1K–$15K
2021-09-23Thomas R. Suozzi D–NY-3BUYTraded 04-15 LATE·161d$1K–$15K
2019-02-18Dean Phillips D–MN-3SELLTraded 01-04 +45d$1K–$15K
2018-10-13Thomas J. Rooney R–FL-17BUYTraded 09-20 +23d$1K–$15K
2018-09-14Thomas J. Rooney R–FL-17BUYTraded 08-27 +18d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 11 ↗

Members active in IPGP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed IPGP in the trailing 12 months.

Congress ↔ notable managers · IPGP

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Caxton Associates $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · IPG PHOTONICS CORP

Merged timeline of congressional filings and notable-manager moves on IPGP
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+1,352 sh
2026-05-15Bridgewater Associates 13FNEW+5,076 sh
2026-05-14Caxton Associates 13FEXIT−18,277 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of IPGP for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1First Eagle Investment Management, LLC$526M1
2BlackRock, Inc.$311M1
3DIMENSIONAL FUND ADVISORS LP$195M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$188M1
5LAZARD ASSET MANAGEMENT LLC$157M1
6Sumitomo Mitsui Trust Group, Inc.$155M1
7VANGUARD CAPITAL MANAGEMENT LLC$130M1
8STATE STREET CORP$93.9M1
9WESTWOOD HOLDINGS GROUP INC$89.3M1
10M&G Plc$68.6M1
11MORGAN STANLEY$67.9M1
12Invesco Ltd.$67.3M1
13FULLER & THALER ASSET MANAGEMENT, INC.$63.3M1
14GEODE CAPITAL MANAGEMENT, LLC$57.4M1
15SEGALL BRYANT & HAMILL, LLC$53.8M1
16AQR CAPITAL MANAGEMENT LLC$47.7M1
17Allianz Asset Management GmbH$40.4M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$37.1M1
19EMERALD ADVISERS, LLC$34.9M1
20BAILLIE GIFFORD & CO$30.9M1
21BANK OF AMERICA CORP /DE/$29.6M1
22PACIFIC HEIGHTS ASSET MANAGEMENT LLC$25.8M1
23EXCHANGE TRADED CONCEPTS, LLC$24.7M1
24AMERICAN CAPITAL MANAGEMENT INC$23.9M1
25NORTHERN TRUST CORP$23.2M1
26SEI INVESTMENTS CO$22.1M1
27EMERALD MUTUAL FUND ADVISERS TRUST$22.1M1
28RAYMOND JAMES FINANCIAL INC$21.4M1
29CITADEL ADVISORS LLC$21.3M1
30Legal & General Group Plc$20.3M1
31VANGUARD FIDUCIARY TRUST CO$17.9M1
32Bank of New York Mellon Corp$17.8M1
33S SQUARED TECHNOLOGY, LLC$17.6M1
34UBS Group AG$16.7M1
35ROYCE & ASSOCIATES LP$15.6M1
36SYSTEMATIC FINANCIAL MANAGEMENT LP$15.2M1
37FIRST TRUST ADVISORS LP$15.0M1
38Quantinno Capital Management LP$12.2M1
39BRANDES INVESTMENT PARTNERS, LP$11.1M1
40RENAISSANCE TECHNOLOGIES LLC$9.8M1
41Retirement Systems of Alabama$9.1M1
42WESTPORT ASSET MANAGEMENT INC$8.9M1
43UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$8.3M1
44LHM, INC.$8.0M1
45AMERIPRISE FINANCIAL INC$7.8M1
46Hodges Capital Management Inc.$7.7M1
47RHUMBLINE ADVISERS$7.6M1
48STOREBRAND ASSET MANAGEMENT AS$7.2M1
49CASTLEARK MANAGEMENT LLC$6.9M1
50PINNACLE ASSOCIATES LTD$6.8M1
51PRINCIPAL FINANCIAL GROUP INC$6.5M1
52Swiss National Bank$5.7M1
53INTECH INVESTMENT MANAGEMENT LLC$5.3M1
54Nuveen, LLC$5.2M1
55ENVESTNET ASSET MANAGEMENT INC$5.1M1
56AMERICAN CENTURY COMPANIES INC$4.9M1
57Tidal Investments LLC$4.8M1
58Pier Capital, LLC$4.7M1
59ROYAL BANK OF CANADA$4.4M1
60QSM Asset Management Ltd$4.3M1
61Old West Investment Management, LLC$4.3M1
62Concurrent Investment Advisors, LLC$4.1M1
63Decker Retirement Planning Inc.$3.7M1
64RICE HALL JAMES & ASSOCIATES, LLC$3.7M1
65STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$3.5M1
66PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.4M1
67XTX Topco Ltd$3.3M1
68OCCUDO QUANTITATIVE STRATEGIES LP$3.2M1
69FIFTH THIRD BANCORP$2.8M1
70CITIGROUP INC$2.8M1
71MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.7M1
72OSAIC HOLDINGS, INC.$2.7M1
73Kerrisdale Advisers, LLC$2.7M1
74MILLENNIUM MANAGEMENT LLC$2.6M1
75PRUDENTIAL FINANCIAL INC$2.4M1
76CWM, LLC$2.4M1
77MOODY NATIONAL BANK TRUST DIVISION$2.3M1
78Waterfront Wealth Inc.$2.2M1
79VANGUARD ASSET MANAGEMENT, Ltd$2.2M1
80ALLIANCEBERNSTEIN L.P.$2.1M1
81MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.1M1
82WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.1M1
83Creative Planning$2.1M1
84Pathstone Holdings, LLC$2.0M1
85State of New Jersey Common Pension Fund D$2.0M1
86L2 Asset Management, LLC$1.9M1
87WEDGE CAPITAL MANAGEMENT L L P/NC$1.9M1
88STIFEL FINANCIAL CORP$1.9M1
89BARCLAYS PLC$1.8M1
90Aristotle Capital Boston, LLC$1.8M1
91Man Group plc$1.8M1
92Kestra Investment Management, LLC$1.8M1
93LPL Financial LLC$1.6M1
94IEQ CAPITAL, LLC$1.6M1
95TWO SIGMA INVESTMENTS, LP$1.6M1
96Zurcher Kantonalbank (Zurich Cantonalbank)$1.5M1
97IMC-Chicago, LLC$1.4M1
98MetLife Investment Management, LLC$1.4M1
99Janus Henderson Group Ltd.$1.4M1
100Aquatic Capital Management LLC$1.4M1
101Trexquant Investment LP$1.4M1
102HSBC HOLDINGS PLC$1.3M1
103Cerity Partners LLC$1.3M1
104Summit Trail Advisors, LLC$1.2M1
105Vanguard Global Advisers, LLC$1.2M1
106Gotham Asset Management, LLC$1.2M1
107D.A. DAVIDSON & CO.$1.2M1
108NEW YORK STATE COMMON RETIREMENT FUND$1.2M1
109COMMONWEALTH EQUITY SERVICES, LLC$1.1M1
110US BANCORP \DE\$1.1M1
111MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.1M1
112Prospera Financial Services Inc$1.1M1
113Orion Porfolio Solutions, LLC$1.1M1
114Universal- Beteiligungs- und Servicegesellschaft mbH$1.0M1
115Holocene Advisors, LP$999K1
116Eaton Financial Holdings Company, LLC$946K1
117Cetera Investment Advisers$878K1
118Mitsubishi UFJ Asset Management Co., Ltd.$855K1
119WELLS FARGO & COMPANY/MN$844K1
120YOUSIF CAPITAL MANAGEMENT, LLC$843K1
121Empowered Funds, LLC$808K1
122Arizona State Retirement System$796K1
123SUSQUEHANNA INTERNATIONAL GROUP, LLP$787K1
124MERCER GLOBAL ADVISORS INC /ADV$728K1
125Vanguard Personalized Indexing Management, LLC$726K1
126COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$726K1
127Atria Investments, Inc$717K1
128Paloma Partners Management Co$716K1
129STATE OF MICHIGAN RETIREMENT SYSTEM$699K1
130Calamos Advisors LLC$692K1
131Calamos Wealth Management LLC$692K1
132Inspire Investing, LLC$678K1
133Vanguard Investments Australia, Ltd.$673K1
134Pallas Capital Advisors LLC$670K1
135NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$649K1
136KLP KAPITALFORVALTNING AS$642K1
137ALTFEST L J & CO INC$641K1
138BANK OF MONTREAL /CAN/$620K1
139Schonfeld Strategic Advisors LLC$616K1
140Amundi$597K1
141Caprock Group, LLC$593K1
142OREGON PUBLIC EMPLOYEES RETIREMENT FUND$589K1
143Bridgewater Associates, LP$582K1
144Verdence Capital Advisors LLC$581K1
145Mitsubishi UFJ Trust & Banking Corp$562K1
146Kera Capital Partners, Inc.$550K1
147Ameritas Investment Partners, Inc.$531K1
148Rockefeller Capital Management L.P.$531K1
149FMR LLC$515K1
150OPPENHEIMER & CO INC$511K1
151Sanctuary Advisors, LLC$482K1
152Belpointe Asset Management LLC$477K1
153VICTORY CAPITAL MANAGEMENT INC$462K1
154Merit Financial Group, LLC$449K1
155Pictet Asset Management Holding SA$433K1
156M.E. ALLISON & CO., INC.$391K1
157HighTower Advisors, LLC$383K1
158First Dallas Securities Inc.$383K1
159Huntleigh Advisors, Inc.$380K1
160SCOTIA CAPITAL INC.$374K1
161ANGELES WEALTH MANAGEMENT, LLC$361K1
162XPONANCE LLC$357K1
163Hilltop Holdings Inc.$347K1
164Sequoia Financial Advisors, LLC$342K1
165FORA Capital, LLC$328K1
166PRINCETON CAPITAL MANAGEMENT LLC$324K1
167Ethic Inc.$323K1
168Destination Wealth Management$322K1
169FORTRESS PRIVATE LEDGER, LLC$321K1
170EntryPoint Capital, LLC$300K1
171Vident Advisory, LLC$293K1
172Asset Management One Co., Ltd.$290K1
173BENJAMIN EDWARDS INC$288K1
174Savant Capital, LLC$284K1
175STATE OF WISCONSIN INVESTMENT BOARD$283K1
176Inspire Advisors, LLC$281K1
177GLENMEDE TRUST CO NA$276K1
178Archer Investment Corp$268K1
179Krilogy Financial LLC$266K1
180DEUTSCHE BANK AG\$264K1
181Phoenix Financial Ltd.$263K1
182CHOREO, LLC$258K1
183GUGGENHEIM CAPITAL LLC$253K1
184Legacy Wealth Asset Management, LLC$251K1
185Headlands Technologies LLC$245K1
186TEACHER RETIREMENT SYSTEM OF TEXAS$243K1
187WINTON GROUP Ltd$241K1
188EVOLVE PRIVATE WEALTH, LLC$235K1
189Millstone Evans Group, LLC$229K1
190DnB Asset Management AS$228K1
191ZWJ INVESTMENT COUNSEL INC$220K1
192ASSETMARK, INC$220K1
193FRANKLIN RESOURCES INC$211K1
194SECURIAN ASSET MANAGEMENT, INC$211K1
195ARMISTICE CAPITAL, LLC$210K1
196VOYA INVESTMENT MANAGEMENT LLC$206K1
197Martin Capital Advisors, LLP$201K1
198Allworth Financial LP$160K1
199Atlantic Union Bankshares Corp$149K1
200FEDERATED HERMES, INC.$116K1
201QUADRANT CAPITAL GROUP LLC$113K1
202Ensign Peak Advisors, Inc$110K1
203Sterling Capital Management LLC$94.9K1
204SIGNATUREFD, LLC$94.0K1
205Tower Research Capital LLC (TRC)$91.6K1
206Blue Trust, Inc.$87.3K1
207SIMPLEX TRADING, LLC$74.7K1
208Larson Financial Group LLC$62.0K1
209UMB Bank, n.a.$58.7K1
210True Wealth Design, LLC$51.6K1
211BNP Paribas Asset Management Holding S.A.$50.5K1
212Steward Partners Investment Advisory, LLC$38.7K1
213Crewe Advisors LLC$37.2K1
214BELLEVUE ASSET MANAGEMENT, LLC$25.2K1
215NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$18.8K1
216MAI Capital Management$18.6K1
217Caitong International Asset Management Co., Ltd$12.6K1
218First Pacific Financial$10.7K1
219Abound Wealth Management$10.3K1
220Clearstead Trust, LLC$10.0K1
221Winch Advisory Services, LLC$8.6K1
222Arax Advisory Partners$6.9K1
223Smartleaf Asset Management LLC$6.5K1
224Parkside Financial Bank & Trust$5.4K1
225CVA Family Office, LLC$5.4K1
226Caitlin John, LLC$5.4K1
227JFS WEALTH ADVISORS, LLC$4.1K1
228Physician Wealth Advisors, Inc.$4.1K1
229HHM Wealth Advisors, LLC$4.0K1
230Cassaday & Co Wealth Management LLC$3.9K1
231SBI Securities Co., Ltd.$3.6K1
232Kilter Group LLC$3.3K1
233NEW YORK STATE TEACHERS RETIREMENT SYSTEM$3.2K1
234NISA INVESTMENT ADVISORS, LLC$2.8K1
235ACADIAN ASSET MANAGEMENT LLC$2.4K1
236FARMERS & MERCHANTS INVESTMENTS INC$2.4K1
237Rakuten Securities, Inc.$2.4K1
238Keating Financial Advisory Services, Inc.$2.4K1
239Hilton Head Capital Partners, LLC$2.2K1
240PRIVATE TRUST CO NA$1.9K1
241CANADA LIFE ASSURANCE Co$1.7K1
242AMALGAMATED BANK$1.3K1
243Pinnacle Wealth Planning Services, Inc.$1.3K1
244Evergreen Advisors, LLC$1.3K1
245Raleigh Capital Management Inc.$1.3K1
246Treasurer of the State of North Carolina$1.2K1
247Manchester Capital Management LLC$1.0K1
248DiNuzzo Private Wealth, Inc.$1.0K1
249SJS Investment Consulting Inc.$8031
250Rialto Wealth Management, LLC$8031
251ALGERT GLOBAL LLC$7481
252THRIVENT FINANCIAL FOR LUTHERANS$6531
253State of Alaska, Department of Revenue$5181
254GSA CAPITAL PARTNERS LLP$5111
255MV CAPITAL MANAGEMENT, INC.$4591
256ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$4581
257PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$4041
258Claret Asset Management Corp$3831
259Vermillion Wealth Management, Inc.$3441
260HFM Investment Advisors, LLC$3441
261NATIONAL BANK OF CANADA /FI/$2291
262Premier Fund Managers Ltd$1501
263KBC Group NV$1271
264TD Waterhouse Canada Inc.$1151
265Capital Analysts, LLC$31
266Avion Wealth$11
267Capital Advisors, Ltd. LLC$01
268VANGUARD GROUP INC— value not disclosed1
269Clearstead Advisors, LLC— value not disclosed1
270JACOBS LEVY EQUITY MANAGEMENT, INC— value not disclosed1
271COMERICA BANK— value not disclosed1
272D. E. Shaw & Co., Inc.— value not disclosed1
273NOMURA ASSET MANAGEMENT CO LTD— value not disclosed1
274LOGAN CAPITAL MANAGEMENT INC— value not disclosed1
275BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
276CIBC Private Wealth Group LLC— value not disclosed1
277Polar Asset Management Partners Inc.— value not disclosed1
278NORGES BANK— value not disclosed1
279CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
280Verition Fund Management LLC— value not disclosed1
281HRT FINANCIAL LP— value not disclosed1
282TWO SIGMA ADVISERS, LP— value not disclosed1
283DRW Securities, LLC— value not disclosed1
284Transamerica Financial Advisors, LLC— value not disclosed1
285Brevan Howard Capital Management LP— value not disclosed1
286Assenagon Asset Management S.A.— value not disclosed1
287VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
288JANE STREET GROUP, LLC— value not disclosed1
289Connor, Clark & Lunn Investment Management Ltd.— value not disclosed1
290Point72 Asset Management, L.P.— value not disclosed1
291Engineers Gate Manager LP— value not disclosed1
292Squarepoint Ops LLC— value not disclosed1
293Global Retirement Partners, LLC— value not disclosed1
294TWINBEECH CAPITAL LP— value not disclosed1
295Kestra Advisory Services, LLC— value not disclosed1
296AlphaQuest LLC— value not disclosed1
297SageView Advisory Group, LLC— value not disclosed1
298Corient Private Wealth LLC— value not disclosed1
299Ballast Asset Management, LP— value not disclosed1
300Federation des caisses Desjardins du Quebec— value not disclosed1
301Wealth Watch Advisors, INC— value not disclosed1
302CAXTON ASSOCIATES LLP— value not disclosed1
303OPTIMA CAPITAL LLC— value not disclosed1
304Eurizon Capital SGR S.p.A.— value not disclosed1
Truncated by Public Filings. Every one of the 267 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on IPGP

RETAINED WINDOW · ACTIVE HITS

Zero hits on IPGP in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for IPGP · financials and macro

Financials — as filed PLANNED

IPGP's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: IPGP on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing