IPG PHOTONICS CORP
362 institutions still hold IPG PHOTONICS CORP as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
IPG Photonics Corp. (IPGP, CUSIP 44980X109) entered Q1 2026 with $3.3B of institutional 13F value held across 324 accounts — a holder profile appropriate for the world's largest manufacturer of high-power fiber lasers and laser diode technology, whose products are structural enablers inside materials processing (cutting, welding, marking), automotive manufacturing, consumer electronics fabrication, medical device production, and aerospace component machining. The defining Q1 signal: First Eagle Investment Management added $205M in what is a concentrated conviction build at the industrial-automation-and-productivity sleeve tier, while AQR Capital Management reduced $2M. For smart-money trackers, IPGP's institutional footprint is best read as a proxy for manufacturing-automation and reshoring-driven capital-equipment demand at the industrial laser tier — fiber lasers have displaced CO2 and YAG lasers across most high-volume manufacturing applications due to superior efficiency and beam quality, making IPGP structurally levered to the global manufacturing-capital-replacement cycle and the electrification/lightweighting megatrend in automotive and aerospace.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.