Ingles Markets Ownership | Who Owns Ingles Markets?
Ingles Markets Ownership Summary
Ingles Markets is owned by 64.99% institutional investors, 0.97% insiders, and 34.03% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.60% 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 | 64.99% | 0.97% | 34.03% |
| Sector | Consumer Defensive Stocks | 43.74% | 14.93% | 41.34% |
| Industry | Grocery Stores Stocks | 51.24% | 16.62% | 32.14% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.24M | 6.60% | $79.89M |
| Vanguard group | 1.23M | 6.57% | $79.56M |
| Dimensional fund advisors lp | 1.06M | 5.64% | $68.33M |
| River road asset management | 976.42K | 5.20% | $62.92M |
| Gamco investors, inc. et al | 541.25K | 2.88% | $34.88M |
| Brandes investment partners, lp | 533.98K | 2.84% | $34.41M |
| American century companies | 475.89K | 2.53% | $30.67M |
| Charles schwab investment management | 453.56K | 2.41% | $29.23M |
| Geode capital management | 411.44K | 2.19% | $26.52M |
| Royce & associates lp | 407.00K | 2.17% | $26.23M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Factorial partners | 31.00K | 1.15% | $2.00M |
| Ballast asset management, lp | 30.90K | 0.99% | $1.99M |
| River road asset management | 976.42K | 0.84% | $62.92M |
| Denali advisors | 100.71K | 0.68% | $6.49M |
| Semanteon capital management, lp | 14.03K | 0.48% | $904.03K |
| Brandes investment partners, lp | 533.98K | 0.38% | $34.41M |
| Awh capital | 5.00K | 0.38% | $322.20K |
| Gamco investors, inc. et al | 541.25K | 0.37% | $34.88M |
| Systematic financial management lp | 201.53K | 0.33% | $12.99M |
| Dgs capital management | 20.33K | 0.33% | $1.31M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Janus henderson group | 194.76K | 0.01% | 180.09K |
| Brandes investment partners, lp | 533.98K | 0.38% | 159.10K |
| Ubs group | 112.91K | 0.00% | 105.56K |
| Raymond james financial | 55.23K | 0.00% | 55.23K |
| Charles schwab investment management | 453.56K | 0.01% | 48.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main | 126.91K | 0.01% | -75.11K |
| Brandywine global investment management | - | - | -46.52K |
| Renaissance | 145.19K | 0.01% | -46.17K |
| Dimensional fund advisors lp | 1.06M | 0.02% | -44.68K |
| Two sigma investments, lp | 30.67K | 0.00% | -41.68K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 55.23K | 0.00% | 55.23K | $3.56M |
| Ballast asset management, lp | 30.90K | 0.99% | 30.90K | $1.99M |
| Susquehanna fundamental investments | 22.25K | 0.02% | 22.25K | $1.43M |
| Graham capital management | 11.66K | 0.01% | 11.66K | $751.69K |
| Verition fund management | 10.16K | 0.00% | 10.16K | $654.97K |
Sold Out
| Holder | Change |
|---|---|
| Sjs investment consulting | -1.00 |
| Allworth financial lp | -2.00 |
| Capital performance advisors llp | -6.00 |
| Riverview trust | -8.00 |
| Quest partners | -11.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 192 | -9.00% | 12,213,301 | -1.91% | 64 | 1.45% | 96 | -6.80% | 70 | 1.45% |
| Sep 30, 2024 | 210 | 2.44% | 12,450,308 | 1.60% | 66 | 1.54% | 103 | -16.94% | 68 | 36.00% |
| Jun 30, 2024 | 205 | 0.99% | 12,254,259 | 2.99% | 65 | 1.61% | 124 | 26.53% | 50 | -26.47% |
| Mar 31, 2024 | 203 | -1.46% | 11,898,301 | 0.31% | 64 | 1.57% | 98 | 2.08% | 68 | -8.11% |
| Dec 31, 2023 | 206 | 3.00% | 11,861,522 | -0.72% | 63 | 1.54% | 96 | - | 74 | 10.45% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| 1290 VT GAMCO Small Company Value IB | 465.00K | 2.45% | - |
| Vanguard US Total Market Shares ETF | 459.62K | 2.42% | - |
| Vanguard Total Stock Mkt Idx Inv | 457.79K | 2.41% | - |
| Avantis US Small Cap Value ETF | 436.52K | 2.30% | 290.00 |
| iShares Russell 2000 ETF | 373.53K | 1.97% | -3.25K |
| Royce Small-Cap Special Equity Invmt | 348.00K | 1.83% | 4.00K |
| Schwab Fundamental U.S. Small CompanyETF | 315.86K | 1.66% | 250.00 |
| AMG River Road Small Cap Value N | 284.36K | 1.50% | - |
| DFA US Small Cap Value I | 254.72K | 1.34% | - |
| 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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