INTECH INVESTMENT MANAGEMENT LLC

All 13F Filings

Location
West Palm Beach, FL
Most recent 13F
Q4 2025
Holdings value ($000)
11,197,608
Description
West Palm Beach Florida based planning integrated investment advisor with an independent advisory structure and a cycle aware and portfolio focused investment mandate. The approach emphasizes active stewardship and governance oversight, planning integrated mandate design, and valuation discipline and downside awareness for private client and family mandates. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through position level governance and implementation consistency.
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/10/2026 2,311 11,197,608 13F-HR INTECH INVESTMENT MANAGEMENT LLC
Q3 2025 11/12/2025 2,400 11,218,959 13F-HR INTECH INVESTMENT MANAGEMENT LLC
Q2 2025 8/8/2025 2,447 10,652,229 13F-HR INTECH INVESTMENT MANAGEMENT LLC
Q1 2025 5/20/2025 2,521 9,703,530 13F-HR INTECH INVESTMENT MANAGEMENT LLC
Q4 2024 2/11/2025 2,377 10,318,323 13F-HR INTECH INVESTMENT MANAGEMENT LLC
Q3 2024 11/8/2024 2,013 8,935,791 13F-HR INTECH INVESTMENT MANAGEMENT LLC
Q2 2024 8/12/2024 1,096 8,045,027 13F-HR INTECH INVESTMENT MANAGEMENT LLC
Q1 2024 8/2/2024 642 7,096,733 13F-HR/A - RESTATEMENT INTECH INVESTMENT MANAGEMENT LLC
Q1 2024 5/10/2024 642 7,096,733 13F-HR INTECH INVESTMENT MANAGEMENT LLC
Q4 2023 10/18/2024 689 6,863,783 13F-HR/A - RESTATEMENT INTECH INVESTMENT MANAGEMENT LLC
Q4 2023 2/9/2024 689 6,863,783 13F-HR INTECH INVESTMENT MANAGEMENT LLC
Q3 2023 10/18/2024 704 6,779,642 13F-HR/A - RESTATEMENT INTECH INVESTMENT MANAGEMENT LLC
Q3 2023 11/13/2023 704 6,779,643 13F-HR INTECH INVESTMENT MANAGEMENT LLC
Q2 2023 10/18/2024 702 9,708,561 13F-HR/A - RESTATEMENT INTECH INVESTMENT MANAGEMENT LLC
Q2 2023 8/9/2023 702 9,756,540 13F-HR INTECH INVESTMENT MANAGEMENT LLC
Q1 2023 10/18/2024 683 12,387,221 13F-HR/A - RESTATEMENT INTECH INVESTMENT MANAGEMENT LLC
Q1 2023 5/10/2023 683 12,440,094 13F-HR INTECH INVESTMENT MANAGEMENT LLC
Q4 2022 10/18/2024 667 13,336,844 13F-HR/A - RESTATEMENT INTECH INVESTMENT MANAGEMENT LLC
Q4 2022 2/9/2023 667 13,394,483 13F-HR INTECH INVESTMENT MANAGEMENT LLC
Q3 2022 10/18/2024 654 13,326,555 13F-HR/A - RESTATEMENT INTECH INVESTMENT MANAGEMENT LLC
Q3 2022 11/10/2022 654 13,377,655 13F-HR INTECH INVESTMENT MANAGEMENT LLC
Q2 2022 8/10/2022 662 17,365,617 13F-HR INTECH INVESTMENT MANAGEMENT LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 11.18 M 99.8% 0 29.72 K -29.72 K
Other 22.03 K 0.2% 8.374 K 0 8.374 K
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Fund Snapshot

Q4 2025
Latest filed
2/10/2026
Total value ($000)
11,197,608
Holdings
2311
QoQ value change ($000)
-21,351 (-0.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.