Ingles Markets Inc
IMKTA- Exchange
- Nasdaq
- Industry
- Retail-Grocery Stores
- SEC CIK
- 0000050493
No open-market purchases or sales by Ingles Markets Inc insiders were filed in the last 90 days; 238 institutions reported holding it in 13F filings for Q2 2026, worth $1.26B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Ingles Markets Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 205
- +7 vs. Q3 2023
- Shares held
- 11.9M
- −60.1K (−0.5%) vs. Q3 2023
- Total value
- $1.03B
- +$126.0M (+14.0%) vs. Q3 2023
- New holders
- 28
- 69 more added
- Sold out
- 21
- 74 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IMKTA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 238 | $1.26B |
| Q1 2026 | 232 | $1.28B |
| Q4 2025 | 203 | $915.3M |
| Q3 2025 | 198 | $934.4M |
| Q2 2025 | 195 | $820.3M |
| Q1 2025 | 203 | $850.6M |
| Q4 2024 | 201 | $827.8M |
| Q3 2024 | 209 | $927.7M |
| Q2 2024 | 202 | $840.7M |
| Q1 2024 | 198 | $912.4M |
| Q4 2023 | 205 | $1.03B |
| Q3 2023 | 200 | $900.4M |
| Q2 2023 | 205 | $978.3M |
| Q1 2023 | 225 | $1.04B |
| Q4 2022 | 215 | $1.15B |
| Q3 2022 | 204 | $947.2M |
| Q2 2022 | 194 | $1.07B |
| Q1 2022 | 202 | $1.12B |
| Q4 2021 | 187 | $1.07B |
| Q3 2021 | 163 | $840.8M |
| Q2 2021 | 160 | $752.6M |
| Q1 2021 | 165 | $793.9M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Ingles Markets Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Huntington National Bank | 1 | $86 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $173 | 0.00% | +1+100.0% | Added |
| SJS Investment Consulting Inc. | 2 | $173 | 0.00% | +1+100.0% | Added |
| Massmutual Trust Co FSB | 6 | $518 | 0.00% | +6 | New |
| Glassman Wealth Services | 7 | $605 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $605 | 0.00% | +7 | New |
| Bell Investment Advisors, Inc | 8 | $691 | 0.00% | −13−61.9% | Reduced |
| First Horizon Advisors, Inc. | 9 | $777 | 0.00% | −16−64.0% | Reduced |
| Ronald Blue Trust, Inc. | 13 | $1.00K | 0.00% | −50−79.4% | Reduced |
| Avion Wealth | 12 | $1.00K | 0.00% | +6+100.0% | Added |
| Salem Investment Counselors Inc | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 16 | $1.38K | 0.00% | +6+60.0% | Added |
| HighMark Wealth Management LLC | 30 | $2.61K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 29 | $3.00K | 0.00% | +29 | New |
| Vima LLC | 50 | $5.08K | 0.01% | +50 | New |
| Russell Investments Group, Ltd. | 72 | $6.22K | 0.00% | −1,428−95.2% | Reduced |
| Farther Finance Advisors, LLC | 85 | $7.34K | 0.00% | −1−1.2% | Reduced |
| GAMMA Investing LLC | 118 | $9.94K | 0.00% | +118 | New |
| AdvisorNet Financial, Inc | 125 | $10.8K | 0.00% | −80−39.0% | Reduced |
| Lindbrook Capital, LLC | 128 | $11.1K | 0.00% | +66+106.5% | Added |
| IFP Advisors, Inc | 179 | $15.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 200 | $17.3K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 200 | $17.3K | 0.00% | +100+100.0% | Added |
| Allworth Financial LP | 218 | $18.8K | 0.00% | +25+13.0% | Added |
| First Personal Financial Services | 239 | $20.7K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 300 | $25.9K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 300 | $25.9K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 446 | $38.5K | 0.00% | −5−1.1% | Reduced |
| Signaturefd, LLC | 467 | $40.3K | 0.00% | −73−13.5% | Reduced |
| Advisor Group Holdings, Inc. | 475 | $41.0K | 0.00% | −58−10.9% | Reduced |
| Semmax Financial Advisors Inc. | 550 | $41.6K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 645 | $55.7K | 0.04% | +645 | New |
| Bessemer Group Inc | 700 | $60.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 735 | $63.5K | 0.01% | +170+30.1% | Added |
| Metropolitan Life Insurance Co | 787 | $68.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 800 | $69.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 804 | $69.4K | 0.00% | +63+8.5% | Added |
| SYSTM Wealth Solutions LLC | 809 | $69.9K | 0.01% | +809 | New |
| Quest Partners LLC | 907 | $78.3K | 0.02% | +907 | New |
| Covestor Ltd | 1,028 | $89.0K | 0.06% | +12+1.2% | Added |
| Global Retirement Partners, LLC | 1,059 | $89.9K | 0.00% | +2+0.2% | Added |
| EntryPoint Capital, LLC | 1,059 | $91.5K | 0.09% | +1,059 | New |
| Parallel Advisors, LLC | 1,096 | $94.7K | 0.00% | −15−1.4% | Reduced |
| Amalgamated Bank | 1,239 | $107.0K | 0.00% | −145−10.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,398 | $120.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,413 | $122.0K | 0.02% | −347−19.7% | Reduced |
| Aquatic Capital Management LLC | 1,600 | $138.0K | 0.00% | −2,800−63.6% | Reduced |
| State of Tennessee, Treasury Department | 1,624 | $140.3K | 0.00% | −885−35.3% | Reduced |
| The PNC Financial Services Group, Inc. | 1,889 | $163.2K | 0.00% | −2,276−54.6% | Reduced |
| ProShare Advisors LLC | 2,329 | $201.2K | 0.00% | +2,329 | New |
| Beacon Pointe Advisors, LLC | 2,392 | $206.6K | 0.00% | +2,392 | New |
| Leuthold Group, LLC | 2,429 | $209.8K | 0.03% | +2,429 | New |
| State of Wisconsin Investment Board | 2,482 | $214.4K | 0.00% | −450−15.3% | Reduced |
| Sapient Capital LLC | 2,500 | $215.9K | 0.01% | +2,500 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,540 | $219.4K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 2,616 | $225.9K | 0.00% | +2,616 | New |
| Virtus Investment Advisers, Inc. | 2,699 | $233.1K | 0.17% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,822 | $244.0K | 0.00% | −111−3.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 2,834 | $244.8K | 0.05% | +2,834 | New |
| Ethic Inc. | 2,881 | $248.8K | 0.01% | +2,881 | New |
| Prelude Capital Management, LLC | 3,000 | $259.1K | 0.02% | +3,000 | New |
| SkyOak Wealth, LLC | 3,051 | $263.5K | 0.07% | −125−3.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,131 | $270.4K | 0.00% | −318−9.2% | Reduced |
| JustInvest LLC | 3,183 | $274.9K | 0.01% | +330+11.6% | Added |
| Ritholtz Wealth Management | 3,260 | $281.6K | 0.01% | −504−13.4% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,331 | $287.7K | 0.18% | +108+3.4% | Added |
| HRT Financial LP | 3,496 | $301.0K | 0.00% | −5,026−59.0% | Reduced |
| Captrust Financial Advisors | 3,579 | $309.1K | 0.00% | +818+29.6% | Added |
| Burney Co | 3,582 | $309.4K | 0.01% | +74+2.1% | Added |
| US Bancorp | 3,647 | $315.0K | 0.00% | +710+24.2% | Added |
| Great West Life Assurance Co | 3,724 | $319.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,801 | $328.3K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 3,850 | $332.5K | 0.00% | −252−6.1% | Reduced |
| EMC Capital Management | 3,863 | $334.0K | 0.22% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 3,894 | $336.3K | 0.00% | −120−3.0% | Reduced |
| Hancock Whitney Corp | 3,932 | $339.6K | 0.01% | −5−0.1% | Reduced |
| Teton Advisors, Inc. | 4,000 | $345.5K | 0.11% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 4,010 | $346.3K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 4,010 | $346.3K | 0.01% | +649+19.3% | Added |
| Buckingham Strategic Partners | 4,056 | $350.3K | 0.02% | −2,773−40.6% | Reduced |
| Truist Financial Corp | 4,087 | $353.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 4,091 | $353.3K | 0.00% | −1,569−27.7% | Reduced |
| Putnam Investments LLC | 4,150 | $358.4K | 0.00% | −4,819−53.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 4,284 | $370.0K | 0.01% | +4,284 | New |
| SEI Investments Co | 4,487 | $387.5K | 0.00% | −995−18.2% | Reduced |
| Creative Planning | 4,515 | $389.9K | 0.00% | +1,652+57.7% | Added |
| CWM Advisors, LLC | 4,622 | $399.2K | 0.04% | −3,394−42.3% | Reduced |
| Semanteon Capital Management, LP | 4,675 | $403.8K | 0.27% | +4,675 | New |
| Exchange Traded Concepts, LLC | 4,679 | $404.1K | 0.01% | −285−5.7% | Reduced |
| Tower Research Capital LLC (TRC) | 4,696 | $405.6K | 0.01% | +3,566+315.6% | Added |
| Davy Global Fund Management Ltd | 4,700 | $405.9K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 4,863 | $420.0K | 0.00% | +440+9.9% | Added |
| Verdad Advisers, LP | 5,000 | $431.9K | 0.88% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,115 | $441.8K | 0.00% | −12,861−71.5% | Reduced |
| Bank of Montreal | 5,103 | $441.8K | 0.00% | +5,103 | New |
| Federated Hermes, Inc. | 5,710 | $493.2K | 0.00% | −3,756−39.7% | Reduced |
| Lazard Asset Management LLC | 5,858 | $505.0K | 0.00% | +1,615+38.1% | Added |
| Voya Investment Management LLC | 5,868 | $506.8K | 0.00% | −181−3.0% | Reduced |