New Positions
4 managers initiated
Top five by reported value
InterGroup Corp NASDAQ NMS - GLOBAL MARKET:INTG
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
4 new0 added4 reduced0 exited
Total Institutional Holders
8
as of 2025-12-31
Top Holder
CALDWELL SUTTER CAPITAL, INC.
$943.3K
Largest QoQ Increase
VANGUARD GROUP INC
+8,764 sh
Largest QoQ Decrease
CALDWELL SUTTER CAPITAL, INC.
-6,268 sh
New Positions(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 8,764 | +8,764 | $248.8K | +$248.8K | — |
| GEODE CAPITAL MANAGEMENT, LLC | 7,120 | +7,120 | $202.2K | +$202.2K | — |
| UBS Group AG | 161 | +161 | $4.6K | +$4.6K | — |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 100 | +100 | $2.8K | +$2.8K | — |
Reduced(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CALDWELL SUTTER CAPITAL, INC. | 33,228 | -6,268 | $943.3K | +$146.9K | -15.9% |
| Qube Research & Technologies Ltd | 13,135 | -5,274 | $372.9K | -$4.5K | -28.6% |
| MORGAN STANLEY | 50 | 0 | $1.4K | +$412 | 0.0% |
| BANK OF AMERICA CORP /DE/ | 5 | 0 | $142 | +$41 | 0.0% |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| CALDWELL SUTTER CAPITAL, INC. | 33,228 | $943.3K | -6,268 | -15.9% |
| Qube Research & Technologies Ltd | 13,135 | $372.9K | -5,274 | -28.6% |
| VANGUARD GROUP INC | 8,764 | $248.8K | +8,764 | — |
| GEODE CAPITAL MANAGEMENT, LLC | 7,120 | $202.2K | +7,120 | — |
| UBS Group AG | 161 | $4.6K | +161 | — |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 100 | $2.8K | +100 | — |
| MORGAN STANLEY | 50 | $1.4K | 0 | 0.0% |
| BANK OF AMERICA CORP /DE/ | 5 | $142 | 0 | 0.0% |
New & Closed Positions this quarter
Closed Positions
0 managers exited
Top five by prior-quarter value
No managers exited their positions this quarter.
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for INTG against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.