Ingles Markets Ownership | Who Owns Ingles Markets?
Ingles Markets Ownership Summary
Ingles Markets is owned by 65.82% institutional investors, 0.71% insiders, and 33.47% retail investors. Blackrock is the largest institutional shareholder, holding 6.44% of IMKTA shares. 1290 VT GAMCO Small Company Value IB is the top mutual fund, with 2.45% of its assets in Ingles Markets shares.
IMKTA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Ingles Markets | 65.82% | 0.71% | 33.47% |
| Sector | Consumer Defensive Stocks | 49.00% | 13.00% | 37.99% |
| Industry | Grocery Stores Stocks | 56.45% | 16.56% | 26.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.20M | 6.44% | $82.19M |
| Vanguard group | 1.19M | 6.42% | $81.88M |
| Dimensional fund advisors lp | 1.14M | 6.14% | $78.30M |
| River road asset management | 906.73K | 4.88% | $62.21M |
| Gamco investors, inc. et al | 554.25K | 2.98% | $38.03M |
| Royce & associates lp | 509.99K | 2.74% | $34.99M |
| Southeastern asset management inc/tn/ | 440.65K | 2.37% | $30.23M |
| Geode capital management | 384.93K | 2.07% | $26.41M |
| State street | 379.84K | 2.04% | $26.06M |
| Gabelli funds | 376.10K | 2.02% | $25.80M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Denali advisors | 92.10K | 1.73% | $6.32M |
| Southeastern asset management inc/tn/ | 440.65K | 1.32% | $30.23M |
| Fca corp /tx | 55.07K | 1.21% | $3.78M |
| River road asset management | 906.73K | 0.89% | $62.21M |
| Baker ellis asset management | 55.64K | 0.58% | $3.82M |
| Semanteon capital management, lp | 11.25K | 0.55% | $771.73K |
| Gamco investors, inc. et al | 554.25K | 0.41% | $38.03M |
| Systematic financial management lp | 181.56K | 0.38% | $12.46M |
| Caldwell sutter capital | 10.24K | 0.35% | $702.77K |
| Bridgeway capital management | 215.29K | 0.35% | $14.77M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Brandes investment partners, lp | 196.75K | 0.17% | 103.51K |
| Systematic financial management lp | 181.56K | 0.38% | 92.16K |
| River road asset management | 906.73K | 0.89% | 84.35K |
| Charles schwab investment management | 374.53K | 0.00% | 35.30K |
| Voloridge investment management | 71.28K | 0.02% | 33.39K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Royce & associates lp | 509.99K | 0.33% | -105.15K |
| Lsv asset management | 279.10K | 0.04% | -41.81K |
| Dimensional fund advisors lp | 1.14M | 0.02% | -37.28K |
| Jpmorgan chase | 36.51K | 0.00% | -33.66K |
| Renaissance | 202.48K | 0.02% | -29.37K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 11.60K | 0.00% | 11.60K | $795.88K |
| Caldwell sutter capital | 10.24K | 0.35% | 10.24K | $702.77K |
| Sherbrooke park advisers | 8.40K | 0.10% | 8.40K | $576.32K |
| Corebridge financial | 7.79K | 0.00% | 7.79K | $534.82K |
| Atria investments | 7.64K | 0.01% | 7.64K | $523.98K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Massmutual trust co fsb/adv | -6.00 |
| Metropolitan life insurance co/ny | -767.00 |
| Systm wealth solutions | -827.00 |
| Vima | -1.29K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 202 | - | 12,235,572 | 2.84% | 65 | 1.61% | 122 | 25.77% | 49 | -27.94% |
| Mar 31, 2024 | 202 | -1.94% | 11,897,701 | 0.30% | 64 | 1.57% | 97 | 1.04% | 68 | -8.11% |
| Dec 31, 2023 | 206 | 3.00% | 11,861,522 | -0.72% | 63 | 1.54% | 96 | - | 74 | 10.45% |
| Sep 30, 2023 | 200 | -3.85% | 11,948,055 | 0.77% | 64 | 1.58% | 96 | 4.35% | 67 | -10.67% |
| Jun 30, 2023 | 208 | -8.77% | 11,857,233 | 0.89% | 63 | 1.59% | 92 | -11.54% | 75 | -11.76% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| 1290 VT GAMCO Small Company Value IB | 465.00K | 2.45% | -1.00K |
| Vanguard Total Stock Mkt Idx Inv | 459.62K | 2.42% | - |
| Longleaf Partners Small-Cap | 440.18K | 2.32% | - |
| Avantis US Small Cap Value ETF | 374.95K | 1.97% | - |
| iShares Russell 2000 ETF | 370.48K | 1.95% | -826.00 |
| Royce Small-Cap Special Equity Invmt | 344.00K | 1.81% | -37.10K |
| AMG River Road Small Cap Value N | 284.36K | 1.50% | - |
| DFA US Small Cap Value I | 272.95K | 1.44% | -15.86K |
| Schwab Fundamental U.S. Small CompanyETF | 240.50K | 1.27% | - |
| Vanguard Strategic Equity Inv | 239.31K | 1.26% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 27, 2024 | Ingle Sharp Laura | - | Sell | $401.41K |
| Jun 24, 2024 | Ingle Sharp Laura | - | Sell | $337.75K |
| Jun 11, 2024 | Ingle Sharp Laura | - | Sell | $281.52K |
| Jun 10, 2024 | Ingle Sharp Laura | - | Sell | $421.49K |
| Mar 28, 2024 | Ingle Sharp Laura | - | Sell | $305.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | - | 4 |
| 2024 Q1 | - | 7 |
| 2023 Q3 | - | 17 |
| 2023 Q2 | - | - |
| 2023 Q1 | - | 3 |
IMKTA Ownership FAQ
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