Income Research & Management has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $190 Billion distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bofa Fin LLC with a value of $10.6B, Euronet Worldwide Inc with a value of $10.2B, Akamai Technologies Inc with a value of $10.1B, Capital Southwest Corp with a value of $10B, and On Semiconductor Corp with a value of $9.72B.

Examining the 13F form we can see an decrease of $14.1B in the current position value, from $204B to 190B.

Below you can find more details about Income Research & Management portfolio as well as his latest detailed transactions.

Portfolio value $190 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $190 Billion
  • Prior Value $204 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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