Infosys Limited - Depositary Receipt (Common Stock)
DE ˙ DB ˙ US4567881085
10,65 € ↓ -0,20 (-1,84%)
2026-06-04
DEL PRIS
SecurityDE:IOY / Infosys Limited - Depositary Receipt (Common Stock)
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership8,422 shares
Latest Disclosed Value $ 113,781
Pinnacle Wealth Planning Services, Inc. reports 40.19% decrease in ownership of IOY / Infosys Limited - Depositary Receipt (Common Stock)

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 8,422 shares of Infosys Limited - Depositary Receipt (Common Stock) (DE:IOY) valued at $95,169 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 14,082 shares of Infosys Limited - Depositary Receipt (Common Stock). This represents a change in shares of -40.19% during the quarter. The current value of the position is $89,694 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F INFOSYS SPONSORED ADR 456788108 8,422 -5,660 -40.19 114 -54.80 0.0118
2026-02-13 2025-12-31 13F INFOSYS SPONSORED ADR 456788108 14,082 1,241 9.66 251 20.19 0.0262
2025-11-13 2025-09-30 13F INFOSYS LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS SPONSORED ADR 456788108 12,841 -3,200 -19.95 209 -29.97 0.0245
2025-08-11 2025-06-30 13F INFOSYS LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS SPONSORED ADR 456788108 16,041 -1,265 -7.31 297 -5.71 0.0391
2025-05-15 2025-03-31 13F INFOSYS LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS SPONSORED ADR 456788108 17,306 -761 -4.21 316 -20.45 0.0475
2025-02-27 2024-12-31 13F/A-1 INFOSYS LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS SPONSORED ADR 456788108 18,067 -11,004 -37.85 396 -38.79 0.0595
2025-02-06 2024-12-31 13F INFOSYS LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS SPONSORED ADR 456788108 18,067 -11,004 396 0.0553
2024-11-13 2024-09-30 13F INFOSYS LTD SPONSORED ADR ADR 456788108 29,071 166 0.57 647 20.26 0.0879
2024-08-09 2024-06-30 13F INFOSYS LTD SPONSORED ADR ADR 456788108 28,905 -1,981 -6.41 538 -2.71 0.0769
2024-05-10 2024-03-31 13F INFOSYS LTD SPONSORED ADR ADR 456788108 30,886 8,054 35.28 554 31.98 0.0811
2024-02-08 2023-12-31 13F INFOSYS LTD SPONSORED ADR ADR 456788108 22,832 470 2.10 420 9.69 0.0659
2023-11-08 2023-09-30 13F INFOSYS LTD SPONSORED ADR ADR 456788108 22,362 1,951 9.56 383 16.46 0.0631
2023-08-07 2023-06-30 13F INFOSYS LTD SPONSORED ADR ADR 456788108 20,411 34 0.17 328 -7.61 0.0530
2023-05-03 2023-03-31 13F INFOSYS LTD SPONSORED ADR ADR 456788108 20,377 1,869 10.10 355 6.61 0.0591
2023-02-13 2022-12-31 13F INFOSYS LTD SPONSORED ADR ADR 456788108 18,508 -9,992 -35.06 333 -31.20 0.0592
2022-11-09 2022-09-30 13F INFOSYS LTD SPONSORED ADR ADR 456788108 28,500 7,929 38.54 484 27.03 0.0895
2022-08-03 2022-06-30 13F INFOSYS LTD SPONSORED ADR ADR 456788108 20,571 -5,680 -21.64 381 -41.65 0.0684
2022-04-20 2022-03-31 13F INFOSYS LTD SPONSORED ADR ADR 456788108 26,251 8,916 51.43 653 48.75 0.1190
2022-01-21 2021-12-31 13F INFOSYS LTD SPONSORED ADR ADR 456788108 17,335 3,702 27.15 439 44.88 0.0858
2021-10-29 2021-09-30 13F INFOSYS LTD SPONSORED ADR ADR 456788108 13,633 2,407 21.44 303 27.31 0.0670
2021-08-02 2021-06-30 13F INFOSYS LTD SPONSORED ADR ADR 456788108 11,226 187 1.69 238 14.98 0.0554
2021-04-29 2021-03-31 13F INFOSYS LTD SPONSORED ADR ADR 456788108 11,039 2,936 36.23 207 51.09 0.0531
2021-02-12 2020-12-31 13F INFOSYS LTD SPONSORED ADR ADR 456788108 8,103 8,103 137 0.0327
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.