Ingles Markets Ownership | Who Owns Ingles Markets?

Ingles Markets Ownership Summary

Ingles Markets is owned by 66.98% institutional investors, 0.71% insiders, and 32.32% retail investors. Empowered funds is the largest institutional shareholder, holding 0.56% 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	66.98%	0.71%	32.32%
Sector	Consumer Defensive Stocks	52.71%	13.91%	33.39%
Industry	Grocery Stores Stocks	55.29%	16.56%	28.15%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Empowered funds	104.37K	0.56%	$6.73M
Polaris capital management	32.80K	0.17%	$2.11M
Dekabank deutsche girozentrale	31.03K	0.17%	$2.00M
Baker ellis asset management	23.84K	0.13%	$1.54M
Dgs capital management	20.33K	0.11%	$1.31M
Linden thomas advisory services	8.40K	0.04%	$541.23K
Avidian wealth solutions	7.44K	0.04%	$479.63K
Diversified trust	5.74K	0.03%	$370.01K
Ballentine partners	4.52K	0.02%	$291.46K
Exchange traded concepts	4.37K	0.02%	$281.54K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Dgs capital management	20.33K	0.33%	$1.31M
Baker ellis asset management	23.84K	0.23%	$1.54M
Emc capital management	3.01K	0.11%	$194.00K
Polaris capital management	32.80K	0.10%	$2.11M
Empowered funds	104.37K	0.10%	$6.73M
Linden thomas advisory services	8.40K	0.07%	$541.23K
Fny investment advisers	1.50K	0.05%	$96.00K
Avidian wealth solutions	7.44K	0.02%	$479.63K
Diversified trust	5.74K	0.01%	$370.01K
Exchange traded concepts	4.37K	0.01%	$281.54K

Top Buyers

Holder	Shares	% Assets	Change
Empowered funds	104.37K	0.10%	12.08K
Polaris capital management	32.80K	0.10%	6.50K
Fny investment advisers	1.50K	0.05%	1.50K
Diversified trust	5.74K	0.01%	1.24K
Linden thomas advisory services	8.40K	0.07%	1.22K

Top Sellers

Holder	Shares	% Assets	Change
Allspring global investments	-	-	-31.50K
Baker ellis asset management	23.84K	0.23%	-29.98K
Davenport	-	-	-5.78K
Emc capital management	3.01K	0.11%	-3.01K
Caprock group	-	-	-2.73K

New Positions

Holder	Shares	% Assets	Change	Value
Fny investment advisers	1.50K	0.05%	1.50K	$96.00K
Nelson, van denburg & campbell wealth management group	367.00	0.00%	367.00	$23.66K

Sold Out

Holder	Change
Sjs investment consulting	-1.00
Avion wealth	-14.00
Advisornet financial	-45.00
Uncommon cents investing	-1.51K
Caprock group	-2.73K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	200	-3.85%	11,948,055	0.77%	64	1.58%	96	4.35%	67	-10.67%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
1290 VT GAMCO Small Company Value IB	465.00K	2.45%	-
Vanguard Total Stock Mkt Idx Inv	457.79K	2.41%	-
Avantis US Small Cap Value ETF	405.61K	2.14%	180.00
iShares Russell 2000 ETF	391.46K	2.06%	-1.50K
Royce Small-Cap Special Equity Invmt	348.00K	1.83%	4.00K
AMG River Road Small Cap Value N	284.36K	1.50%	-
Schwab Fundamental U.S. Small CompanyETF	279.36K	1.47%	135.00
DFA US Small Cap Value I	254.72K	1.34%	-
Vanguard Strategic Equity Inv	239.31K	1.26%	-
Vanguard Institutional Extnd Mkt Idx Tr	220.55K	1.16%	-5.89K

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

Who Owns Ingles Markets?

Ingles Markets shareholders are primarily institutional investors at 66.98%, followed by 0.71% insiders and 32.31% retail investors. The average institutional ownership in Ingles Markets's industry, Grocery Stores Stocks , is 55.29%, which Ingles Markets exceeds.

Who owns the most shares of Ingles Markets?

Ingles Markets’s largest shareholders are Empowered funds (104.37K shares, 0.56%), Polaris capital management (32.8K shares, 0.17%), and Dekabank deutsche girozentrale (31.03K shares, 0.17%). Together, they hold 0.90% of Ingles Markets’s total shares outstanding.

Does Blackrock own Ingles Markets?

BlackRock is not among the top 10 institutional shareholders of Ingles Markets.

Who is Ingles Markets’s biggest shareholder by percentage of total assets invested?

Dgs capital management is Ingles Markets’s biggest shareholder by percentage of total assets invested, with 0.33% of its assets in 20.33K Ingles Markets shares, valued at 1.31M$.

Who is the top mutual fund holder of Ingles Markets shares?

1290 VT GAMCO Small Company Value IB is the top mutual fund holder of Ingles Markets shares, with 2.45% of its total shares outstanding invested in 465K Ingles Markets shares.

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