Ingles Markets Ownership | Who Owns Ingles Markets?

Ingles Markets Ownership Summary

Ingles Markets is owned by 66.77% institutional investors, 0.71% insiders, and 32.52% 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	66.77%	0.71%	32.52%
Sector	Consumer Defensive Stocks	51.56%	13.97%	34.47%
Industry	Grocery Stores Stocks	55.27%	16.56%	28.17%

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
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
Charles schwab investment management	374.53K	2.01%	$25.70M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Denali advisors	92.10K	1.73%	$6.32M
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
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
Royce & associates lp	509.99K	0.33%	$34.99M
Vestcor	86.99K	0.20%	$5.97M

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
Southeastern asset management inc/tn/	-	-	-440.65K
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

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
Jfs wealth advisors	-1.00
Nelson, van denburg & campbell wealth management group	-2.00
Massmutual trust co fsb/adv	-6.00
Cibc private wealth group	-10.00
Bell investment advisors	-26.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	207	1.47%	12,413,005	1.45%	66	1.54%	100	-19.35%	68	38.78%
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%

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	460.30K	2.42%	685.00
Longleaf Partners Small-Cap	440.18K	2.32%	-
iShares Russell 2000 ETF	410.68K	2.16%	-854.00
Avantis US Small Cap Value ETF	391.72K	2.06%	1.36K
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	242.04K	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

Who Owns Ingles Markets?

Ingles Markets shareholders are primarily institutional investors at 66.77%, followed by 0.71% insiders and 32.52% retail investors. The average institutional ownership in Ingles Markets's industry, Grocery Stores Stocks , is 55.27%, which Ingles Markets exceeds.

Who owns the most shares of Ingles Markets?

Ingles Markets’s largest shareholders are Blackrock (1.2M shares, 6.44%), Vanguard group (1.19M shares, 6.42%), and Dimensional fund advisors lp (1.14M shares, 6.14%). Together, they hold 19.00% of Ingles Markets’s total shares outstanding.

Does Blackrock own Ingles Markets?

Yes, BlackRock owns 6.44% of Ingles Markets, totaling 1.2M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 82.19M$. In the last quarter, BlackRock increased its holdings by 30.58K shares, a 2.62% change.

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

Denali advisors is Ingles Markets’s biggest shareholder by percentage of total assets invested, with 1.73% of its assets in 92.1K Ingles Markets shares, valued at 6.32M$.

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.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools