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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Thomas J. Rooney · $15.0K–$50.0K

Purchase · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2021-09-23Thomas R. Suozzi D–NY-3SaleTraded 06-03 LATE·112d$1K–$15K
2021-09-23Thomas R. Suozzi D–NY-3PurchaseTraded 04-15 LATE·161d$1K–$15K
2019-02-18Dean Phillips D–MN-3SaleTraded 01-04 +45d$1K–$15K
2018-10-13Thomas J. Rooney R–FL-17PurchaseTraded 09-20 +23d$1K–$15K
2018-09-14Thomas J. Rooney R–FL-17PurchaseTraded 08-27 +18d$15K–$50K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
269Clearstead Advisors, LLC$01
270JACOBS LEVY EQUITY MANAGEMENT, INC$01
271COMERICA BANK$01
272D. E. Shaw & Co., Inc.$01
273NOMURA ASSET MANAGEMENT CO LTD$01
274LOGAN CAPITAL MANAGEMENT INC$01
275BALYASNY ASSET MANAGEMENT L.P.$01
276CIBC Private Wealth Group LLC$01
277Polar Asset Management Partners Inc.$01
278NORGES BANK$01
279CAPSTONE INVESTMENT ADVISORS, LLC$01
280Verition Fund Management LLC$01
281HRT FINANCIAL LP$01
282TWO SIGMA ADVISERS, LP$01
283DRW Securities, LLC$01
284Transamerica Financial Advisors, LLC$01
285Brevan Howard Capital Management LP$01
286Assenagon Asset Management S.A.$01
287VOLORIDGE INVESTMENT MANAGEMENT, LLC$01
288JANE STREET GROUP, LLC$01
289Connor, Clark & Lunn Investment Management Ltd.$01
290Point72 Asset Management, L.P.$01
291Engineers Gate Manager LP$01
292Squarepoint Ops LLC$01
293Global Retirement Partners, LLC$01
294TWINBEECH CAPITAL LP$01
295Kestra Advisory Services, LLC$01
296AlphaQuest LLC$01
297SageView Advisory Group, LLC$01
298Corient Private Wealth LLC$01
299Ballast Asset Management, LP$01
300Federation des caisses Desjardins du Quebec$01
301Wealth Watch Advisors, INC$01
302CAXTON ASSOCIATES LLP$01
303OPTIMA CAPITAL LLC$01
304Eurizon Capital SGR S.p.A.$01
Truncated by Public Filings. The published aggregate ranks the top 304 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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