Fund shareholders of INVESTEC PLC
ISIN GB00B17BBQ50 · United Kingdom · LEI 2138007Z3U5GWDN3MY22
- Fund shareholders
- 125
- Of which ETFs
- 42 83 other funds
- Value held
- ≈ 685.3M $ 660.9M $ · 232.2M SEK
- Sold short
- 0.4 % market aggregate, as of Aug 20, 2026
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS | 8,508,003 | 74.5M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price International Value Equity Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. | 5,934,108 | 51.9M $ | 0.31 % | as of Jul 31, 2026 ↗ |
| VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS | 5,765,970 | 45.9M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares International Select Dividend ETF iShares Trust | 4,577,748 | 40.1M $ | 0.47 % | as of Jul 31, 2026 ↗ |
| iShares Core MSCI EAFE ETF iShares Trust | 4,171,996 | 36.5M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| First Trust STOXX European Select Dividend Index Fund First Trust Exchange-Traded Fund II | 4,042,387 | 32.2M $ | 3.92 % | as of Jun 30, 2026 ↗ |
| Avantis International Small Cap Value ETF American Century ETF Trust | 3,548,770 | 31.2M $ | 0.16 % | as of May 31, 2026 ↗ |
| Swedbank Robur Transfer 80 Swedbank Robur Fonder AB | 2,486,200 | 179.3M SEK | 0.19 % | as of Mar 31, 2026 ↗ |
| INTERNATIONAL CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,477,943 | 21.7M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 2,235,706 | 19.6M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| iShares MSCI EAFE Small-Cap ETF iShares Trust | 2,231,169 | 19.5M $ | 0.15 % | as of Jul 31, 2026 ↗ |
| Victory Trivalent International Small-Cap Fund Victory Portfolios | 2,059,545 | 16.4M $ | 0.35 % | as of Jun 30, 2026 ↗ |
| First Trust Dow Jones Global Select Dividend Index Fund First Trust Exchange-Traded Fund II | 1,730,028 | 13.8M $ | 0.98 % | as of Jun 30, 2026 ↗ |
| THE UNITED KINGDOM SMALL COMPANY SERIES DFA INVESTMENT TRUST CO | 1,688,572 | 14.8M $ | 0.76 % | as of Jul 31, 2026 ↗ |
| Fidelity SAI International Value Index Fund Fidelity Salem Street Trust | 1,674,991 | 14.7M $ | 0.10 % | as of Jul 31, 2026 ↗ |
| VANGUARD EUROPEAN STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 1,407,336 | 12.3M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Schwab International Small-Cap Equity ETF SCHWAB STRATEGIC TRUST | 1,235,618 | 10.9M $ | 0.19 % | as of May 31, 2026 ↗ |
| DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,040,874 | 9.1M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| JPMorgan Developed International Value Fund JPMorgan Trust I | 997,768 | 8.7M $ | 0.22 % | as of Jul 31, 2026 ↗ |
| iShares International Equity Factor ETF iShares Trust | 949,953 | 8.3M $ | 0.23 % | as of Jul 31, 2026 ↗ |
| Cambria Emerging Shareholder Yield ETF Cambria ETF Trust | 922,245 | 8.1M $ | 0.95 % | as of Jul 31, 2026 ↗ |
| SIT International Equity Fund SEI INSTITUTIONAL INTERNATIONAL TRUST | 914,194 | 7.3M $ | 0.20 % | as of Jun 30, 2026 ↗ |
| JNL Multi-Manager International Equity Fund JNL Series Trust | 879,167 | 7M $ | 0.49 % | as of Jun 30, 2026 ↗ |
| Dimensional International Small Cap Value ETF Dimensional ETF Trust | 875,593 | 7.6M $ | 0.15 % | as of Jul 31, 2026 ↗ |
| iShares Core MSCI Total International Stock ETF iShares Trust | 844,959 | 7.4M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Avantis International Equity ETF American Century ETF Trust | 811,708 | 7.1M $ | 0.04 % | as of May 31, 2026 ↗ |
| Dimensional International Core Equity 2 ETF Dimensional ETF Trust | 774,171 | 6.8M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| iShares Core MSCI International Developed Markets ETF iShares Trust | 726,023 | 6.4M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| JNL Multi-Manager International Small Cap Fund JNL Series Trust | 716,146 | 5.7M $ | 0.57 % | as of Jun 30, 2026 ↗ |
| Dimensional International Value ETF Dimensional ETF Trust | 708,465 | 6.2M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Schwab Fundamental International Equity ETF SCHWAB STRATEGIC TRUST | 693,608 | 6.1M $ | 0.02 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio Developed World ex-US ETF SPDR INDEX SHARES FUNDS | 672,031 | 5.4M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| JPMorgan International Value ETF J.P. Morgan Exchange-Traded Fund Trust | 638,114 | 5.6M $ | 0.16 % | as of Jul 31, 2026 ↗ |
| CAUSEWAY INTERNATIONAL SMALL CAP FUND CAUSEWAY CAPITAL MANAGEMENT TRUST | 622,866 | 5M $ | 1.47 % | as of Jun 30, 2026 ↗ |
| Transamerica Emerging Markets Equity TRANSAMERICA FUNDS | 535,810 | 4.7M $ | 1.31 % | as of Jul 31, 2026 ↗ |
| VOYA MULTI-MANAGER INTERNATIONAL SMALL CAP FUND Voya Mutual Funds | 520,633 | 4.6M $ | 0.79 % | as of Jul 31, 2026 ↗ |
| Swedbank Robur Transfer 70 Swedbank Robur Fonder AB | 511,467 | 36.9M SEK | 0.04 % | as of Mar 31, 2026 ↗ |
| Dimensional International Core Equity Market ETF Dimensional ETF Trust | 484,560 | 4.2M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 438,586 | 3.8M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 418,584 | 3.3M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional International Small Cap ETF Dimensional ETF Trust | 402,172 | 3.5M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs International Equity Insights Fund Goldman Sachs Trust | 399,189 | 3.5M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| iShares Core MSCI Europe ETF iShares Trust | 364,189 | 3.2M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Dimensional World ex. U.S. Core Equity 2 ETF Dimensional ETF Trust | 338,555 | 3M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Fidelity Total International Index Fund Fidelity Salem Street Trust | 323,266 | 2.8M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Optimum International Fund Optimum Fund Trust | 289,188 | 2.3M $ | 0.19 % | as of Jun 30, 2026 ↗ |
| THE DFA INTERNATIONAL VALUE SERIES DFA INVESTMENT TRUST CO | 287,556 | 2.5M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Invesco Dorsey Wright Emerging Markets Momentum ETF Invesco Exchange-Traded Fund Trust II | 260,178 | 2.3M $ | 1.00 % | as of Jul 31, 2026 ↗ |
| iShares International Developed Small Cap Value Factor ETF iShares Trust | 259,937 | 2.1M $ | 0.66 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus International Equity Fund ADVISORS' INNER CIRCLE III | 234,500 | 2.1M $ | 0.70 % | as of Jul 31, 2026 ↗ |
| Touchstone Strategic Trust-Touchstone International Value Fund Touchstone Strategic Trust | 225,300 | 1.8M $ | 0.96 % | as of Jun 30, 2026 ↗ |
| Destinations International Equity Fund Brinker Capital Destinations Trust | 221,056 | 1.9M $ | 0.09 % | as of May 31, 2026 ↗ |
| iShares International Small-Cap Equity Factor ETF iShares Trust | 220,073 | 1.9M $ | 0.29 % | as of Jul 31, 2026 ↗ |
| Harbor International Core Fund HARBOR FUNDS | 205,232 | 1.8M $ | 0.08 % | as of Jul 31, 2026 ↗ |
| World ex U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 196,592 | 1.7M $ | 0.20 % | as of Jul 31, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 186,176 | 13.4M SEK | 0.05 % | as of Mar 31, 2026 ↗ |
| International Social Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 178,739 | 1.6M $ | 0.07 % | as of Jul 31, 2026 ↗ |
| SEI Select International Equity ETF SEI EXCHANGE TRADED FUNDS | 175,400 | 1.4M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| World ex U.S. Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 171,771 | 1.5M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Fidelity SAI International Small Cap Index Fund Fidelity Concord Street Trust | 168,309 | 1.5M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| JPMorgan Income Builder Fund JPMorgan Trust I | 165,809 | 1.5M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 162,442 | 1.4M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| State Street Global All Cap Equity ex-U.S. Index Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 162,242 | 1.3M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental International Equity Index Fund SCHWAB CAPITAL TRUST | 158,643 | 1.4M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Emerging Markets Fund RUSSELL INVESTMENT CO | 139,505 | 1.2M $ | 0.10 % | as of Jul 31, 2026 ↗ |
| LARGE CAP INTERNATIONAL PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 128,160 | 1.1M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| AQR Style Premia Alternative Fund AQR Funds | 124,474 | 990.6K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| BlackRock Tactical Opportunities Fund BlackRock Funds | 119,022 | 1M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| VANGUARD ESG INTERNATIONAL STOCK ETF VANGUARD WORLD FUND | 113,541 | 997.4K $ | 0.02 % | as of May 31, 2026 ↗ |
| International Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 111,666 | 977.3K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Invesco RAFI Developed Markets ex-U.S. ETF Invesco Exchange-Traded Fund Trust II | 90,996 | 795.2K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| International Vector Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 86,771 | 759.4K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Empower Core Strategies: International Equity Fund EMPOWER FUNDS, INC. | 73,500 | 584.4K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| THRIVENT INTERNATIONAL EQUITY PORTFOLIO Thrivent Series Fund, Inc. | 68,861 | 548K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| VOYA MULTI-MANAGER INTERNATIONAL EQUITY FUND Voya Mutual Funds | 68,730 | 605.3K $ | 0.09 % | as of Jul 31, 2026 ↗ |
| iShares MSCI Europe Small-Cap ETF iShares Trust | 64,021 | 560.3K $ | 0.31 % | as of Jul 31, 2026 ↗ |
| VanEck Africa Index ETF VanEck ETF Trust | 62,380 | 496.7K $ | 0.50 % | as of Jun 30, 2026 ↗ |
| SBH INTERNATIONAL SMALL CAP FUND Segall Bryant & Hamill Trust | 56,473 | 449.4K $ | 0.57 % | as of Jun 30, 2026 ↗ |
| iShares MSCI United Kingdom Small-Cap ETF iShares Trust | 55,066 | 483.7K $ | 1.12 % | as of May 31, 2026 ↗ |
| International Equity Fund MORGAN STANLEY PATHWAY FUNDS | 53,144 | 467K $ | 0.03 % | as of May 31, 2026 ↗ |
| First Trust RiverFront Dynamic Developed International ETF First Trust Exchange-Traded Fund III | 50,771 | 444.1K $ | 0.27 % | as of Jul 31, 2026 ↗ |
| Avantis International Equity Fund American Century ETF Trust | 49,385 | 433.8K $ | 0.04 % | as of May 31, 2026 ↗ |
| THRIVENT INTERNATIONAL EQUITY FUND Thrivent Mutual Funds | 40,398 | 353.6K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| NVIT GS International Equity Insights Fund Nationwide Variable Insurance Trust | 40,324 | 321.3K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Active M International Equity Fund Northern Funds | 38,129 | 303.9K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 37,610 | 330.4K $ | 0.05 % | as of May 31, 2026 ↗ |
| Dimensional World ex U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 37,348 | 326.9K $ | 0.13 % | as of Jul 31, 2026 ↗ |
| Skandia Balanserad Skandia Fonder AB | 35,800 | 2.6M SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| WisdomTree International MidCap Dividend Fund WisdomTree Trust | 34,518 | 275.1K $ | 0.17 % | as of Jun 30, 2026 ↗ |
| Dimensional VA International Small Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 33,563 | 293.7K $ | 0.07 % | as of Jul 31, 2026 ↗ |
| LVIP Dimensional International Core Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 32,603 | 259.5K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Virtus International Small-Cap Fund Virtus Strategy Trust | 31,118 | 247.9K $ | 0.41 % | as of Jun 30, 2026 ↗ |
| Calvert International Responsible Index Fund Calvert Responsible Index Series, Inc. | 30,875 | 245.7K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| SIMT Multi-Asset Income Fund SEI INSTITUTIONAL MANAGED TRUST | 30,055 | 239.3K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Avantis Responsible International Equity ETF American Century ETF Trust | 27,318 | 240K $ | 0.05 % | as of May 31, 2026 ↗ |
| Dimensional International Sustainability Core 1 ETF Dimensional ETF Trust | 23,836 | 208.2K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio Europe ETF SPDR INDEX SHARES FUNDS | 23,730 | 189.1K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Venerable Emerging Markets Equity Fund Venerable Variable Insurance Trust | 19,973 | 159.2K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| AQR Alternative Risk Premia Fund AQR Funds | 17,850 | 142.1K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| WisdomTree International High Dividend Fund WisdomTree Trust | 15,250 | 121.5K $ | 0.02 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| First Trust STOXX European Select Dividend Index Fund First Trust Exchange-Traded Fund II | 3.92 % | as of Jun 30, 2026 ↗ |
| CAUSEWAY INTERNATIONAL SMALL CAP FUND CAUSEWAY CAPITAL MANAGEMENT TRUST | 1.47 % | as of Jun 30, 2026 ↗ |
| Transamerica Emerging Markets Equity TRANSAMERICA FUNDS | 1.31 % | as of Jul 31, 2026 ↗ |
| TSW Emerging Markets Fund Perpetual Americas Funds Trust | 1.28 % | as of Jun 30, 2026 ↗ |
| iShares MSCI United Kingdom Small-Cap ETF iShares Trust | 1.12 % | as of May 31, 2026 ↗ |
| Invesco Dorsey Wright Emerging Markets Momentum ETF Invesco Exchange-Traded Fund Trust II | 1.00 % | as of Jul 31, 2026 ↗ |
| First Trust Dow Jones Global Select Dividend Index Fund First Trust Exchange-Traded Fund II | 0.98 % | as of Jun 30, 2026 ↗ |
| Touchstone Strategic Trust-Touchstone International Value Fund Touchstone Strategic Trust | 0.96 % | as of Jun 30, 2026 ↗ |
| Cambria Emerging Shareholder Yield ETF Cambria ETF Trust | 0.95 % | as of Jul 31, 2026 ↗ |
| Barrow Hanley Emerging Markets Value Fund Perpetual Americas Funds Trust | 0.93 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 121 | +8 | 77,257,460 | +5.4 % |
| 2026Q2 | 113 | 0 | 73,289,434 | +6.3 % |
| 2026Q1 | 113 | +3 | 68,938,872 | +2.0 % |
| 2025Q4 | 110 | +2 | 67,567,278 | +19.1 % |
| 2025Q3 | 108 | +1 | 56,728,264 | +3.2 % |
| 2025Q2 | 107 | -7 | 54,963,603 | +16.1 % |
| 2025Q1 | 114 | -10 | 47,332,544 | -12.1 % |
| 2024Q4 | 124 | +4 | 53,855,824 | +0.4 % |
| 2024Q3 | 120 | +9 | 53,622,954 | +2.8 % |
| 2024Q2 | 111 | +11 | 52,169,651 | +38.2 % |
| 2024Q1 | 100 | -2 | 37,750,408 | -27.2 % |
| 2023Q4 | 102 | 51,858,679 |
Short sellers of INVESTEC PLC
Regulators publish the open short positions in this company. Titelia read them from quivad on Aug 20, 2026: today's figure
This market only publishes an aggregate total, naming no seller. It stood at 0.4 % as of Jul 30, 2026.
Funds holding the debt of INVESTEC PLC
7 funds declare 12 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
| Fund | Bond lines | Value | |
|---|---|---|---|
| Six Circles Global Bond Fund | 2 | 3.2M $ | as of Jun 30, 2026 |
| American Beacon TwentyFour Strategic Income Fund | 2 | 3M $ | as of Jun 30, 2026 |
| iShares Core International Aggregate Bond ETF | 2 | 752.2K $ | as of Jul 31, 2026 |
| Allspring Diversified Income Builder Fund | 1 | 729.3K $ | as of Jun 30, 2026 |
| Nuveen International Aggregate Bond ETF | 2 | 722.9K $ | as of Jun 30, 2026 |
| Symmetry Panoramic Global Systematic Fixed Income Fund | 2 | 377.7K $ | as of May 31, 2026 |
| Global Bond Fund | 1 | 114.5K $ | as of Jun 30, 2026 |
Cite this page
Titelia. "Fund shareholders of INVESTEC PLC". https://titelia.com/en/stocks/investec-plc-GB00B17BBQ50