International Paper Co (IP) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $1.9B

IP ranks #587 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

IP is a top-conviction position for Atlas FRM LLC — at 16.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in IP belongs to Capital Research Global Investors, but the position matters far more to Atlas FRM LLC, who has 16.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Capital Research Global Investors has added to its IP position for two straight quarters, increasing it by $841.5M to reach $3.0B today.

Capital International Investors has trimmed its IP position for two straight quarters, cutting it by $1.8B while still holding $745.3M.

IP is down 0.4% today, but institutions show net buying of $1.9B this quarter — a divergence between today's price move and the underlying institutional flow.

IP reported a net loss of $3.4B over the trailing twelve months.

• Not yet profitable — net loss of $3.4B over the trailing twelve months
• Revenue grew 25.4% year over year
• Net income declined year over year, from -$27.0M to -$3.4B
• Generated $1.7B in positive operating cash flow
• Current ratio of 1.28x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.96x equity — within a conventional range