Vault-13

IHS HOLDING LIMITED IHS

ORD SHS · Common Stock · CUSIP G4701H109

53 institutional holders -18 vs Q4 2023
47,922,62247.9m shares reported held*
14.4% of all shares outstanding*
$169.3mreported value*
5 new 24 added 14 reduced 23 sold out net bought ≈ $3.1m (+867.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($654.9k this quarter). Holder counts are more reliable. Shares outstanding: 331.9m as of 2023-12-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $3.53. Options: 8 managers hold calls ($4.8m notional), 4 hold puts ($600.7k).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 58Q4 22: 64Q1 23: 69Q2 23: 77Q3 23: 70Q4 23: 71Q1 24: 5353Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202258
Q4 202264
Q1 202369
Q2 202377
Q3 202370
Q4 202371
Q1 202453

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q4 22: 36 bought or addedQ4 22: 25 cut or sold outQ4 22Q1 23: 36 bought or addedQ1 23: 25 cut or sold outQ1 23Q2 23: 46 bought or addedQ2 23: 28 cut or sold outQ2 23Q3 23: 31 bought or addedQ3 23: 49 cut or sold outQ3 23Q4 23: 37 bought or addedQ4 23: 35 cut or sold outQ4 23Q1 24: 29 bought or addedQ1 24: 37 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223625
Q1 20233625
Q2 20234628
Q3 20233149
Q4 20233735
Q1 20242937

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2.5m$5m$7.5m$10mQ2 23 calls: $138.0kQ2 23 puts: $39.2kQ2 23P/C 0.28Q3 23 calls: $9.9mQ3 23 puts: $1.6mQ3 23P/C 0.16Q4 23 calls: $7.5mQ4 23 puts: $1.0mQ4 23P/C 0.14Q1 24 calls: $4.8mQ1 24 puts: $600.7kQ1 24P/C 0.12
Numbers
QuarterCallsPutsP/C
Q2 2023$138.0k$39.2k0.28
Q3 2023$9.9m$1.6m0.16
Q4 2023$7.5m$1.0m0.14
Q1 2024$4.8m$600.7k0.12

Biggest buyers

SONA ASSET MANAGEMENT (US) LLC Added +2,459,772+2.5m
Quaker Capital Investments, LLC Added +494,775+494.8k
Aberdeen Group plc Added +471,817+471.8k
MILLENNIUM MANAGEMENT LLC Added +221,466+221.5k
Capital Research Global Investors Added +200,000+200.0k
BARCLAYS PLC Added +193,774+193.8k
Pathstone Holdings, LLC Added +183,720+183.7k
Paloma Partners Management Co Added +100,731+100.7k
Invesco Ltd. New +93,003+93.0k
BlackRock Inc. Added +73,921+73.9k

Biggest sellers

Pentwater Capital Management LP Sold out -1,148,219-1.1m
FEDERATED HERMES, INC. Sold out -487,749-487.7k
CITADEL ADVISORS LLC Reduced -374,040-374.0k
MARSHALL WACE, LLP Reduced -304,289-304.3k
TCW GROUP INC Sold out -264,112-264.1k
Hudson Bay Capital Management LP Sold out -200,000-200.0k
Segantii Capital Management Ltd Reduced -170,328-170.3k
NOMURA HOLDINGS INC Reduced -113,471-113.5k
CENTERSQUARE INVESTMENT MANAGEMENT LLC Sold out -110,000-110.0k
JPMORGAN CHASE & CO Sold out -86,690-86.7k

Biggest calls

Centiva Capital, LP Unchanged $2.2m625.0k shares
NOMURA HOLDINGS INC Unchanged $1.6m465.1k shares
GROUP ONE TRADING LLC Reduced $523.1k148.2k shares
PRELUDE CAPITAL MANAGEMENT, LLC Reduced $275.3k78.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $171.6k48.6k shares
SIMPLEX TRADING, LLC Reduced $9.0k2.7k shares
CITADEL ADVISORS LLC Reduced $706200 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $530.2k150.2k shares
CITADEL ADVISORS LLC Reduced $63.5k18.0k shares
SIMPLEX TRADING, LLC New $7.0k2.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
UBS Group AG 13G · institution new · filed 2026-08-05 5.8% new 19.4m≈ $159.8m 2026-08-05
International Finance Corp 13G · exempt (held before listing) new · filed 2026-02-17 5.7% new 19.2m≈ $157.9m 2026-02-17

Insider purchases and sales in Q1 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q1 2024.

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Korea Investment CORP 0.19% of their portfolio SEOUL, M5 21,666,80221.7m $76.5m $76.5m 0.19% Unchanged
2 Capital Research Global Investors 0.01% of their portfolio Los Angeles, CA 9,715,8359.7m $34.3m $34.3m 0.01% Added +200.0k +200,000
3 SONA ASSET MANAGEMENT (US) LLC 0.91% of their portfolio NEW YORK, NY 2,973,2803.0m $10.5m $10.5m 0.91% Added +2.5m +2,459,772
4 Quaker Capital Investments, LLC 3.83% of their portfolio MOUNT LEBANON, PA 2,842,9262.8m $10.0m $10.0m 3.83% Added +494.8k +494,775
5 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 2,488,0812.5m $8.8m $8.8m 0.01% Added +221.5k +221,466
6 Invus Financial Advisors, LLC 6.62% of their portfolio New York, NY 2,357,5202.4m $8.3m $8.3m 6.62% Unchanged
7 Aberdeen Group plc 0.01% of their portfolio EDINBURGH, X0 916,700916.7k $3.2m $3.2m 0.01% Added +471.8k +471,817
8 Duquesne Family Office LLC 0.07% of their portfolio New York, NY 770,310770.3k $2.7m $2.7m 0.07% Unchanged
9 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 595,552595.6k $2.1m $2.1m 0.01% Added +183.7k +183,720
10 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 564,685564.7k $2.2m $2.2m 0.00% Unchanged
11 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 458,800458.8k $1.6m $1.6m 0.00% Reduced -4.8k -4,800
12 Hollow Brook Wealth Management LLC 0.37% of their portfolio Katonah, NY 285,268285.3k $1.0m $1.0m 0.37% Reduced -26.9k -26,928
13 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 259,581259.6k $916.3k $916.3k 0.00% Added +193.8k +193,774
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 211,082211.1k $745.1k $745.1k 0.00% Added +59.3k +59,309
15 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 205,310205.3k $724.7k $724.7k 0.00% Reduced -5.5k -5,480
16 Paloma Partners Management Co 0.09% of their portfolio GREENWICH, CT 185,525185.5k $654.9k $654.9k 0.09% Added +100.7k +100,731
17 Robeco Institutional Asset Management B.V. 0.00% of their portfolio ROTTERDAM, P7 148,000148.0k $522.4k $522.4k 0.00% Unchanged
18 Centiva Capital, LP 0.02% of their portfolio New York, NY 124,713124.7k $440.2k $440.2k 0.02% Reduced -2.4k -2,400
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 123,726123.7k $436.8k $436.8k 0.00% Added +32.6k +32,552
20 DUMAC, INC. 1.43% of their portfolio DURHAM, NC 112,000112.0k $395.4k $395.4k 1.43% Unchanged
21 BlackRock Inc. 0.00% of their portfolio New York, NY 109,489109.5k $386.5k $386.5k 0.00% Added +73.9k +73,921
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 101,171101.2k $357.1k $357.1k 0.00% Reduced -51.6k -51,609
23 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 93,00393.0k $328.3k $328.3k 0.00% New
24 PINNACLE ASSOCIATES LTD 0.00% of their portfolio NEW YORK, NY 87,40787.4k $308.5k $308.5k 0.00% Added +29.5k +29,500
25 GSA CAPITAL PARTNERS LLP 0.02% of their portfolio LONDON, X0 85,35785.4k $301.0k $301.0k 0.02% Added +19.9k +19,907
26 Sweet Financial Partners, LLC 0.07% of their portfolio FAIRMONT, MN 81,00081.0k $285.9k $285.9k 0.07% Added +11.0k +11,000
27 Segantii Capital Management Ltd 0.03% of their portfolio HONG KONG, K3 74,67274.7k $263.6k $263.6k 0.03% Reduced -170.3k -170,328
28 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 65,12265.1k $229.9k $229.9k 0.00% Reduced -5.3k -5,336
29 PDT Partners, LLC 0.02% of their portfolio New York, NY 46,70546.7k $164.9k $164.9k 0.02% Unchanged
30 Vident Advisory, LLC 0.00% of their portfolio Alpharetta, GA 45,49745.5k $160.6k $160.6k 0.00% Added +27.8k +27,798
31 XTX Topco Ltd 0.02% of their portfolio LONDON, X0 44,93844.9k $158.6k $158.6k 0.02% Added +20.3k +20,346
32 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 42,94542.9k $151.6k $151.6k 0.00% Added +4.8k +4,807
33 NOMURA HOLDINGS INC 0.00% of their portfolio TOKYO, M0 33,68633.7k $118.9k $118.9k 0.00% Reduced -113.5k -113,471
34 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 23,23723.2k $82.0k $82.0k 0.00% Reduced -304.3k -304,289
35 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 19,36319.4k $68.4k $68.4k 0.00% Reduced -1.0k -1,012
36 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 18,55618.6k $65.5k $65.5k 0.00% Unchanged
37 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 17,85217.9k $63.0k $63.0k 0.00% Added +7.0k +6,956
38 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 16,47716.5k $58.2k $58.2k 0.00% Added +4.4k +4,364
39 Belvedere Trading LLC 0.00% of their portfolio CHICAGO, IL 13,06013.1k $46.1k $46.1k 0.00% Reduced -2.5k -2,550
40 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,71811.7k $41.4k $41.4k 0.00% New
41 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 11,33811.3k $40.0k $40.0k 0.00% Added +10.7k +10,743
42 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 11,00011.0k $38.8k $38.8k 0.00% New
43 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 10,70710.7k $37.8k $37.8k 0.00% Added +432 +432
44 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 10,22810.2k $36.1k $36.1k 0.00% New
45 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 10,22810.2k $36.1k $36.1k 0.00% New
46 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,5957.6k $27.0k $27.0k 0.00% Added +195 +195
47 Tyler-Stone Wealth Management 0.01% of their portfolio Beachwood, OH 4,2004.2k $14.8k $14.8k 0.01% Reduced -400 -400
48 Quintet Private Bank (Europe) S.A. 0.00% of their portfolio LUXEMBOURG, N4 3,8363.8k $15.3k $15.3k 0.00% Added +1.4k +1,436
49 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 1,1491.1k $4.1k $4.1k 0.00% Reduced -53.0k -52,998
50 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 405405 $1.4k $1.4k 0.00% Unchanged
51 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 331331 $1.2k $1.2k 0.00% Added +195 +195
52 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 179179 $632 $632 0.00% Reduced -374.0k -374,040
53 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged