IDACORP

IDA • NYSE

IDACORP is a regulated electric company in the utilities sector on NYSE, led by Lisa A. Grow, with a market cap of $6.8B. As of Q3 2025, 101% of shares are held by 483 institutional investors, with BlackRock, Inc. as the largest holder at 12.03%.

President and Chief Executive OfficerLisa A. Grow

Market Cap$6.8B

Regulated Electric

Utilities

Employees2.1K

Websiteidacorpinc.com

Country

United States of America

Overview

Overview of institutional ownership in IDA as of Q3 2025 with a market cap of $7.1B

All Institutions

Institutions: 483
Value Held: $7.2B
Shares Held: 54.5M
Avg Position: $14.9M
Median Position: $674.9K

Hedge Funds

Hedge Funds: 41
Value Held: $360.5M
Shares Held: 2.7M
Avg Position: $8.8M
Median Position: $3.9M

Ownership Breakdown

Institutional (non-HF)

95.75%

$6.8B

Hedge Funds

5.05%

$360.5M

Retail & Other

Based on market cap of $7.1B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in IDA as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$858.8M 0.02% of portfolio	12.03% 6.5M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$797.5M 0.01% of portfolio	11.17% 6.0M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Edmund Wellington Iii President	$439.2M 0.08% of portfolio	6.15% 3.3M shares	Q3 2022 Held for 3y 2m	$571.21B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$253.1M 0.02% of portfolio	3.54% 1.9M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$251.3M 0.16% of portfolio	3.52% 1.9M shares	Q3 2022 Held for 3y 2m	$161.58B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$248.0M 0.01% of portfolio	3.47% 1.9M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
R REAVES W H & CO INC Institution	-	$224.7M 4.00% of portfolio	3.15% 1.7M shares	Q4 2023 Held for 1y 11m	$5.6B
JENNISON ASSOCIATES LLC Long Only Manager	Jeffrey Todd Becker CEO	$181.1M 0.11% of portfolio	2.54% 1.4M shares	Q1 2025 Held for 8 months	$171.73B
ALLIANCEBERNSTEIN L.P. Long Only Manager	Seth Perry Bernstein CEO	$180.6M 0.06% of portfolio	2.53% 1.4M shares	≤ Q2 2013 Held for 12y 5m+	$317.45B
N Neuberger Berman Group LLC Institution	-	$163.6M 0.12% of portfolio	2.29% 1.2M shares	Q3 2020 Held for 5y 2m	$136.94B

Net Capital Flow

Institutional buying and selling activity for IDA in Q3 2025

Net Flow: +$31.2M
Buyers: 202
Sellers: 190
Total Bought: +$422.0M
Total Sold: −$390.8M
Avg Position: $14.9M

Biggest Buyers

Institution	Net Bought	Current Position
MORGAN STANLEY RIA/Wealth	+$71.3M +539.7K shares	$253.1M 1.9M shares
Invesco Ltd. ETF Provider	+$45.5M +344.6K shares	$78.2M 591.8K shares
ANCHOR CAPITAL ADVISORS LLC Long Only Manager	+$33.6M +254.4K shares	$56.0M 423.4K shares
LORD, ABBETT & CO. LLC Long Only Manager	+$25.7M +194.2K shares	$95.6M 723.2K shares
Tributary Capital Management, LLC Long Only Manager	+$21.9M +166.0K shares	$46.2M 349.3K shares
R REAVES W H & CO INC Institution	+$17.7M +133.8K shares	$224.7M 1.7M shares
BARCLAYS PLC Institution	+$13.1M +99.3K shares	$17.0M 128.7K shares
S Squarepoint Ops LLC Hedge Fund•Quant	+$12.9M +97.3K shares	$29.1M 219.9K shares
Pictet Asset Management Holding SA Long Only Manager	+$10.7M +81.3K shares	$81.0M 613.1K shares
BANK OF AMERICA CORP /DE/ Institution	+$10.6M +80.1K shares	$57.5M 435.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$60.5M −457.6K shares	$6.9M 52.5K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$40.4M −305.5K shares	$3.9M 29.4K shares
ROYAL LONDON ASSET MANAGEMENT LTD Digital Asset Manager	−$26.3M −227.6K shares	Sold Off 0 shares
FRANKLIN RESOURCES INC Institution	−$21.9M −165.7K shares	$38.3M 289.6K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$15.4M −116.6K shares	$2.4M 18.3K shares
Ghisallo Capital Management LLC Hedge Fund•Multi-Strategy	−$11.5M −100.0K shares	Sold Off 0 shares
Verition Fund Management LLC Hedge Fund•Multi-Strategy	−$11.4M −86.5K shares	$12.5M 94.3K shares
D DEPRINCE RACE & ZOLLO INC Long Only Manager	−$11.1M −83.8K shares	$27.9M 211.1K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$10.4M −78.7K shares	$439.2M 3.3M shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$9.4M −71.2K shares	$43.5M 329.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IDA in Q3 2025

New Positions: 25
New Value: $99.7M
Exited Positions: 42
Exited Value: $69.5M

New Positions

Institution	Position Value
Z Zimmer Partners, LP Hedge Fund•Long/Short	$71.0M 537.5K shares
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC RIA/Wealth	$21.5M 162.6K shares
Robeco Investment Management, Inc. Long Only Manager	$2.0M 15.1K shares
WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC Hedge Fund•Multi-Strategy	$1.9M 14.0K shares
Vident Advisory, LLC ETF Provider	$573.3K 4.3K shares
P Polymer Capital Management LLC Hedge Fund•Multi-Strategy	$466.1K 3.5K shares
SummitTX Capital, L.P. Hedge Fund•Multi-Strategy	$315.7K 2.4K shares
Next Level Wealth Planning, LLC RIA/Wealth	$294.0K 2.2K shares
T TIAA TRUST, NATIONAL ASSOCIATION Institution	$281.9K 2.1K shares
Warren Averett Asset Management, LLC RIA/Wealth	$248.0K 1.9K shares

Exited Positions

Institution	Previous Position
ROYAL LONDON ASSET MANAGEMENT LTD Digital Asset Manager	$26.3M 227.6K shares
Ghisallo Capital Management LLC Hedge Fund•Multi-Strategy	$11.5M 100.0K shares
Marshall Wace LLP Institution	$4.9M 42.3K shares
A Allianz Asset Management AG Institution	$4.9M 42.2K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$4.0M 34.5K shares
NUANCE INVESTMENTS, LLC Long Only Manager	$3.9M 33.6K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$2.2M 19.2K shares
O Oak Thistle LLC Institution	$1.8M 15.2K shares
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$1.6M 13.8K shares
I Ilex Capital Partners LLP Institution	$1.1M 9.3K shares

Options Activity

Institutions with the largest Call and Put options positions in IDA as of Q3 2025

Call Positions: 3
Call Value: $1.9M
Put Positions: 3
Put Value: $8.7M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.2M 91.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$462.5K 35.0 contracts
W WOLVERINE TRADING, LLC Institution	$209.1K 16.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$4.4M 333.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.2M 242.0 contracts
J JANE STREET GROUP, LLC Institution	$1.1M 87.0 contracts

Most Committed Institutions

Institutions with IDA as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
R REAVES W H & CO INC Institution	-	4.00% $224.7M	3.15% 1.7M shares	Q4 2023 Held for 1y 11m	$5.6B
Beck Bode, LLC RIA/Wealth	James Bode Managing Partner	3.40% $21.1M	0.29% 159.4K shares	Q2 2025 Held for 5 months	$618.9M
S Sapience Investments, LLC Long Only Manager	Samir (Nmn) Sikka CEO	2.21% $565.3K	0.01% 4.3K shares	Q1 2020 Held for 5y 8m	$25.5M
Tributary Capital Management, LLC Long Only Manager	Mark Alan Wynegar President	2.19% $46.2M	0.65% 349.3K shares	≤ Q2 2013 Held for 12y 5m+	$2.1B
T THOMAS STORY & SON LLC Institution	-	2.16% $5.9M	0.08% 44.4K shares	Q2 2020 Held for 5y 5m	$272.0M
P PALISADE CAPITAL MANAGEMENT LLC/NJ Long Only Manager	Michael Carl Fierro CFO	1.85% $60.2M	0.84% 455.5K shares	Q4 2012 Held for 12y 11m	$3.3B
PRING TURNER CAPITAL GROUP INC RIA/Wealth	Thomas John Kopas CEO	1.85% $3.0M	0.04% 22.9K shares	Q4 2021 Held for 3y 11m	$163.8M
Z Zimmer Partners, LP Hedge Fund•Long/Short	Stuart Jason Zimmer CEO	1.79% $71.0M	0.99% 537.5K shares	Q3 2025 Held for 2 months	$4.0B
LVM CAPITAL MANAGEMENT LTD/MI RIA/Wealth	Craig Alan Vander Molen President	1.66% $16.7M	0.23% 126.1K shares	≤ Q2 2013 Held for 12y 5m+	$1.0B
ANCHOR CAPITAL ADVISORS LLC Long Only Manager	William Phipps Rice Chairman	1.62% $56.0M	0.78% 423.4K shares	Q1 2021 Held for 4y 8m	$3.5B

Hedge Fund Spotlight

Discover hedge funds investing in IDA

Greenland Capital Management LP

Hedge Fund • Multi-Strategy

Portfolio ManagerMichael J Englander

Portfolio Value: $641.9M
Positions: 218
Last Reported: Q3 2025

Sector Allocation

Position in IDACORP

Market Value: $1.2M
Shares Held: 9.0K
Portfolio Weight: 0.19%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 WEC Energy Group WEC	Regulated Electric Utilities	$24.3M	3.79%
2 Visa V	Financial - Credit Services Financial Services	$23.0M	3.59%
3 Microsoft MSFT	Software - Infrastructure Technology	$18.3M	2.85%