Income Research & Management has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $148 Billion distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alliant Energy Corp with a value of $13.5B, Euronet Worldwide Inc with a value of $13.4B, New Mtn Fin Corp with a value of $12.9B, Southern CO with a value of $12.8B, and Expedia Group Inc with a value of $12.7B.

Examining the 13F form we can see an increase of $3.96B in the current position value, from $144B to 148B.

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

Portfolio value $148 Billion

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 16
  • Current Value $148 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 25, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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