IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Infusystem Holdings Inc (INFU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares607,961 from 599,289
Change+8,672 (+1%)
Value$7.8M (+$2.1M)
Filed 2026-11-04
North Star Investment Management Corp.
INCREASED
Shares186,150 from 182,000
Change+4,150 (+2%)
Value$2.4M (+$643.2K)
Filed 2026-10-27
Bank of New York Mellon Corp
INCREASED
Shares105,454 from 103,136
Change+2,318 (+2%)
Value$1.4M (+$364.0K)
Filed 2026-11-05
Ritholtz Wealth Management
INCREASED
Shares84,295 from 64,187
Change+20,108 (+31%)
Value$1.1M (+$467.2K)
Filed 2026-11-05
ARS Investment Partners, LLC
INCREASED
Shares56,601 from 52,471
Change+4,130 (+8%)
Value$729.6K (+$223.2K)
Filed 2026-11-05
Hunter Associates Investment Management LLC
NEW
Shares30,520
Change+30,520
Value$395.0K
Filed 2026-10-26
Salem Investment Counselors Inc
UNCHANGED
Shares22,417 from 22,417
Change0 (0%)
Value$289.0K (+$72.6K)
Filed 2026-10-13
Carrera Capital Advisors
UNCHANGED
Shares20,238 from 20,238
Change0 (0%)
Value$260.9K (+$65.6K)
Filed 2026-11-03
US Bancorp \de\
UNCHANGED
Shares7,150 from 7,150
Change0 (0%)
Value$92.2K (+$23.2K)
Filed 2026-11-05
GK Wealth Management LLC
DECREASED
Shares5,450 from 13,804
Change-8,354 (-61%)
Value$70.3K (-$63.0K)
Filed 2026-10-09
Citigroup Inc
DECREASED
Shares1,034 from 9,090
Change-8,056 (-89%)
Value$13.3K (-$74.4K)
Filed 2026-11-04
Sterling Capital Management LLC
INCREASED
Shares632 from 68
Change+564 (+829%)
Value$8.1K (+$7.5K)
Filed 2026-10-22
SJS Investment Consulting Inc.
NEW
Shares231
Change+231
Value$3.0K
Filed 2026-10-26
Farther Finance Advisors, LLC
NEW
Shares211
Change+211
Value$2.7K
Filed 2026-10-08
EverSource Wealth Advisors, LLC
NEW
Shares164
Change+164
Value$2.1K
Filed 2026-11-04
Nisa Investment Advisors, LLC
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$1.8K (+$456)
Filed 2026-10-20
IFP Advisors, Inc
NEW
Shares136
Change+136
Value$1.8K
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares108
Change+108
Value$1.4K
Filed 2026-10-21
Essential Partners LLC
NEW
Shares83
Change+83
Value$1.1K
Filed 2026-10-14
True Wealth Design, LLC
NEW
Shares37
Change+37
Value$477
Filed 2026-10-13
Provenance Wealth Advisors, LLC
NEW
Shares33
Change+33
Value$425
Filed 2026-10-30
Gamma Investing LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$335 (+$84)
Filed 2026-10-08
SBI Securities Co., Ltd.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$142 (+$36)
Filed 2026-10-22
Caitong International Asset Management Co., Ltd
INCREASED
Shares3 from 2
Change+1 (+50%)
Value$39 (+$20)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 1,585,415
Change-1,585,415 (-100%)
Value—
Minerva Advisors LLC
N/A
Shares— from 1,348,617
Change-1,348,617 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 834,750
Change-834,750 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 790,775
Change-790,775 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 743,155
Change-743,155 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 700,000
Change-700,000 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 675,028
Change-675,028 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 620,000
Change-620,000 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 543,009
Change-543,009 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 496,059
Change-496,059 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 489,017
Change-489,017 (-100%)
Value—
Meros Investment Management, LP
N/A
Shares— from 468,934
Change-468,934 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 424,473
Change-424,473 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 368,712
Change-368,712 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 225,634
Change-225,634 (-100%)
Value—
State Street Corp
N/A
Shares— from 212,571
Change-212,571 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 194,922
Change-194,922 (-100%)
Value—
Teton Advisors, LLC
N/A
Shares— from 185,000
Change-185,000 (-100%)
Value—
Expect Equity LLC
N/A
Shares— from 184,819
Change-184,819 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 180,650
Change-180,650 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 160,439
Change-160,439 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 153,506
Change-153,506 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 148,347
Change-148,347 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 145,085
Change-145,085 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 141,134
Change-141,134 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 134,038
Change-134,038 (-100%)
Value—
Man Group plc
N/A
Shares— from 130,379
Change-130,379 (-100%)
Value—
Truffle Hound Capital, LLC
N/A
Shares— from 128,629
Change-128,629 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 117,545
Change-117,545 (-100%)
Value—
Clayton Partners LLC
N/A
Shares— from 104,327
Change-104,327 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 102,076
Change-102,076 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 99,700
Change-99,700 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 89,906
Change-89,906 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 83,207
Change-83,207 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 80,661
Change-80,661 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 71,834
Change-71,834 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 64,807
Change-64,807 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 60,734
Change-60,734 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 57,584
Change-57,584 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 57,257
Change-57,257 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 49,309
Change-49,309 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 41,484
Change-41,484 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 31,400
Change-31,400 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 31,067
Change-31,067 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 31,012
Change-31,012 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 29,396
Change-29,396 (-100%)
Value—
FMR LLC
N/A
Shares— from 28,968
Change-28,968 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 28,360
Change-28,360 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 27,235
Change-27,235 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 26,173
Change-26,173 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 25,879
Change-25,879 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 21,800
Change-21,800 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 21,061
Change-21,061 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 19,192
Change-19,192 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 19,159
Change-19,159 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 18,400
Change-18,400 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 17,588
Change-17,588 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 15,816
Change-15,816 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 15,796
Change-15,796 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 13,691
Change-13,691 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 13,259
Change-13,259 (-100%)
Value—
Commerce Bank
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
UBS Group AG
N/A
Shares— from 12,189
Change-12,189 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 11,647
Change-11,647 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 10,323
Change-10,323 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 10,154
Change-10,154 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,078
Change-9,078 (-100%)
Value—
Barclays PLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 8,878
Change-8,878 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 7,876
Change-7,876 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 5,687
Change-5,687 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,186
Change-3,186 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,879
Change-1,879 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,274
Change-1,274 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 516
Change-516 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 266
Change-266 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED607,961599,289+8,672+1%$5.8M$7.8M+$2.1M2026-11-04
North Star Investment Management Corp.
INCREASED186,150182,000+4,150+2%$1.8M$2.4M+$643.2K2026-10-27
Bank of New York Mellon Corp
INCREASED105,454103,136+2,318+2%$995.3K$1.4M+$364.0K2026-11-05
Ritholtz Wealth Management
INCREASED84,29564,187+20,108+31%$619.4K$1.1M+$467.2K2026-11-05
ARS Investment Partners, LLC
INCREASED56,60152,471+4,130+8%$506.3K$729.6K+$223.2K2026-11-05
Hunter Associates Investment Management LLC
NEW30,520—+30,520——$395.0K—2026-10-26
Salem Investment Counselors Inc
UNCHANGED22,41722,41700%$216.3K$289.0K+$72.6K2026-10-13
Carrera Capital Advisors
UNCHANGED20,23820,23800%$195.3K$260.9K+$65.6K2026-11-03
US Bancorp \de\
UNCHANGED7,1507,15000%$69.0K$92.2K+$23.2K2026-11-05
GK Wealth Management LLC
DECREASED5,45013,804-8,354-61%$133.2K$70.3K-$63.0K2026-10-09
Citigroup Inc
DECREASED1,0349,090-8,056-89%$87.7K$13.3K-$74.4K2026-11-04
Sterling Capital Management LLC
INCREASED63268+564+829%$656$8.1K+$7.5K2026-10-22
SJS Investment Consulting Inc.
NEW231—+231——$3.0K—2026-10-26
Farther Finance Advisors, LLC
NEW211—+211——$2.7K—2026-10-08
EverSource Wealth Advisors, LLC
NEW164—+164——$2.1K—2026-11-04
Nisa Investment Advisors, LLC
UNCHANGED14114100%$1.4K$1.8K+$4562026-10-20
IFP Advisors, Inc
NEW136—+136——$1.8K—2026-10-16
Root Financial Partners, LLC
NEW108—+108——$1.4K—2026-10-21
Essential Partners LLC
NEW83—+83——$1.1K—2026-10-14
True Wealth Design, LLC
NEW37—+37——$477—2026-10-13
Provenance Wealth Advisors, LLC
NEW33—+33——$425—2026-10-30
Gamma Investing LLC
UNCHANGED262600%$251$335+$842026-10-08
SBI Securities Co., Ltd.
UNCHANGED111100%$106$142+$362026-10-22
Caitong International Asset Management Co., Ltd
INCREASED32+1+50%$19$39+$202026-10-29
BlackRock, Inc.
N/A—1,585,415-1,585,415-100%$15.3M———
Minerva Advisors LLC
N/A—1,348,617-1,348,617-100%$13.0M———
Punch & Associates Investment Management, Inc.
N/A—834,750-834,750-100%$8.1M———
Vanguard Capital Management LLC
N/A—790,775-790,775-100%$7.6M———
Acadian Asset Management LLC
N/A—743,155-743,155-100%$7.2M———
Heartland Advisors Inc
N/A—700,000-700,000-100%$6.8M———
American Century Companies Inc
N/A—675,028-675,028-100%$6.5M———
First Eagle Investment Management, LLC
N/A—620,000-620,000-100%$6.0M———
Renaissance Technologies LLC
N/A—543,009-543,009-100%$5.2M———
Geode Capital Management, LLC
N/A—496,059-496,059-100%$4.8M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—489,017-489,017-100%$4.7M———
Meros Investment Management, LP
N/A—468,934-468,934-100%$4.5M———
Hillsdale Investment Management Inc.
N/A—424,473-424,473-100%$4.1M———
Arrowstreet Capital, Limited Partnership
N/A—368,712-368,712-100%$3.6M———
White Pine Capital LLC
N/A—225,634-225,634-100%$2.2M———
State Street Corp
N/A—212,571-212,571-100%$2.1M———
Panagora Asset Management Inc
N/A—194,922-194,922-100%$1.9M———
Teton Advisors, LLC
N/A—185,000-185,000-100%$1.8M———
Expect Equity LLC
N/A—184,819-184,819-100%$1.8M———
Citadel Advisors LLC
N/A—180,650-180,650-100%$1.7M———
GSA Capital Partners LLP
N/A—160,439-160,439-100%$1.5M———
Northern Trust Corp
N/A—153,506-153,506-100%$1.5M———
Two Sigma Investments, LP
N/A—148,347-148,347-100%$1.4M———
Gabelli Funds LLC
N/A—145,085-145,085-100%$1.4M———
Vanguard Fiduciary Trust Co
N/A—141,134-141,134-100%$1.4M———
Vanguard Portfolio Management LLC
N/A—134,038-134,038-100%$1.3M———
Man Group plc
N/A—130,379-130,379-100%$1.3M———
Truffle Hound Capital, LLC
N/A—128,629-128,629-100%$1.2M———
Russell Investments Group, Ltd.
N/A—117,545-117,545-100%$1.1M———
Clayton Partners LLC
N/A—104,327-104,327-100%$1.0M———
Goldman Sachs Group Inc
N/A—102,076-102,076-100%$985.0K———
Bridgeway Capital Management, LLC
N/A—99,700-99,700-100%$962.1K———
O'shaughnessy Asset Management, LLC
N/A—89,906-89,906-100%$867.6K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—83,207-83,207-100%$802.9K———
Ancora Advisors LLCA
N/A—80,661-80,661-100%$778.4K———
Morgan Stanley
N/A—71,834-71,834-100%$693.2K———
CM Wealth Advisors LLC
N/A—64,807-64,807-100%$625.4K———
Ameriprise Financial Inc
N/A—60,734-60,734-100%$586.1K———
Charles Schwab Investment Management Inc
N/A—57,584-57,584-100%$555.7K———
Marshall Wace, LLP
N/A—57,257-57,257-100%$552.5K———
BNP Paribas Financial Markets
N/A—49,309-49,309-100%$475.8K———
Integrated Quantitative Investments LLC
N/A—41,484-41,484-100%$400.3K———
Canada Pension Plan Investment Board
N/A—31,400-31,400-100%$303.0K———
Winton Group Ltd
N/A—31,067-31,067-100%$299.8K———
Occudo Quantitative Strategies LP
N/A—31,012-31,012-100%$299.3K———
LOS Angeles Capital Management LLC
N/A—29,396-29,396-100%$283.7K———
FMR LLC
N/A—28,968-28,968-100%$279.5K———
HSBC Holdings PLC
N/A—28,360-28,360-100%$275.7K———
XTX Topco Ltd
N/A—27,235-27,235-100%$262.8K———
Qube Research & Technologies Ltd
N/A—26,173-26,173-100%$252.6K———
Nuveen, LLC
N/A—25,879-25,879-100%$249.7K———
Rothschild Wealth LLC
N/A—21,800-21,800-100%$210.4K———
HighTower Advisors, LLC
N/A—21,061-21,061-100%$203.2K———
Deutsche Bank Ag\
N/A—19,192-19,192-100%$185.2K———
Rhumbline Advisers
N/A—19,159-19,159-100%$184.9K———
Catalyst Funds Management Pty Ltd
N/A—18,400-18,400-100%$177.6K———
Wells Fargo & Company
N/A—17,588-17,588-100%$169.7K———
Price T Rowe Associates Inc
N/A—15,816-15,816-100%$153.0K———
Invesco Ltd.
N/A—15,796-15,796-100%$152.4K———
Bank of America Corp
N/A—13,691-13,691-100%$132.1K———
Lazard Asset Management LLC
N/A—13,259-13,259-100%$127.9K———
Commerce Bank
N/A—12,500-12,500-100%$120.6K———
UBS Group AG
N/A—12,189-12,189-100%$117.6K———
MetLife Investment Management, LLC
N/A—11,647-11,647-100%$112.4K———
Schonfeld Strategic Advisors LLC
N/A—10,323-10,323-100%$99.6K———
AXQ Capital, LP
N/A—10,154-10,154-100%$98.0K———
JPMorgan Chase & Co
N/A—9,078-9,078-100%$89.7K———
Barclays PLC
N/A—9,000-9,000-100%$86.9K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—8,878-8,878-100%$85.7K———
Vanguard Global Advisers, LLC
N/A—7,876-7,876-100%$76.0K———
New York State Common Retirement Fund
N/A—6,000-6,000-100%$57.9K———
Police & Firemen's Retirement System of New Jersey
N/A—5,687-5,687-100%$54.9K———
Tower Research Capital LLC (TRC)
N/A—3,186-3,186-100%$30.7K———
Royal Bank of Canada
N/A—2,925-2,925-100%$28.0K———
HighMark Wealth Management LLC
N/A—2,800-2,800-100%$27.0K———
Bard Associates Inc
N/A—2,500-2,500-100%$24.1K———
Legal & General Group Plc
N/A—1,879-1,879-100%$18.1K———
Ameritas Investment Partners, Inc.
N/A—1,750-1,750-100%$16.9K———
NewEdge Advisors, LLC
N/A—1,274-1,274-100%$12.3K———
Community Bank, N.A.
N/A—1,000-1,000-100%$9.7K———
Smartleaf Asset Management LLC
N/A—516-516-100%$5.1K———
California State Teachers Retirement System
N/A—266-266-100%$2.6K———
Osaic Holdings, Inc.
N/A—250-250-100%$2.4K———
Global Retirement Partners, LLC
N/A—154-154-100%$1.5K———
Strategic Wealth Partners, Ltd.
N/A—9-9-100%$87———
Showing 109 of 109 institutions