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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 6,994 | $604.1K | 0.00% | −28−0.4% | Reduced |
| Jane Street Group, LLC | 6,550 | $565.7K | 0.00% | +2,066+46.1% | Added |
| Wells Fargo & Company | 6,241 | $539.0K | 0.00% | +773+14.1% | Added |
| Mercer Global Advisors Inc | 6,105 | $527.0K | 0.00% | −124−2.0% | Reduced |
| Versor Investments LP | 5,894 | $509.1K | 0.10% | 00.0% | Unchanged |
| Voya Investment Management LLC | 5,868 | $506.8K | 0.00% | −181−3.0% | Reduced |
| Lazard Asset Management LLC | 5,858 | $505.0K | 0.00% | +1,615+38.1% | Added |
| Federated Hermes, Inc. | 5,710 | $493.2K | 0.00% | −3,756−39.7% | Reduced |
| Bank of Montreal | 5,103 | $441.8K | 0.00% | +5,103 | New |
| Panagora Asset Management Inc | 5,115 | $441.8K | 0.00% | −12,861−71.5% | Reduced |
| Verdad Advisers, LP | 5,000 | $431.9K | 0.88% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 4,863 | $420.0K | 0.00% | +440+9.9% | Added |
| Davy Global Fund Management Ltd | 4,700 | $405.9K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,696 | $405.6K | 0.01% | +3,566+315.6% | Added |
| Exchange Traded Concepts, LLC | 4,679 | $404.1K | 0.01% | −285−5.7% | Reduced |
| Semanteon Capital Management, LP | 4,675 | $403.8K | 0.27% | +4,675 | New |
| CWM Advisors, LLC | 4,622 | $399.2K | 0.04% | −3,394−42.3% | Reduced |
| Creative Planning | 4,515 | $389.9K | 0.00% | +1,652+57.7% | Added |
| SEI Investments Co | 4,487 | $387.5K | 0.00% | −995−18.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 4,284 | $370.0K | 0.01% | +4,284 | New |
| Putnam Investments LLC | 4,150 | $358.4K | 0.00% | −4,819−53.7% | Reduced |
| Envestnet Asset Management Inc | 4,091 | $353.3K | 0.00% | −1,569−27.7% | Reduced |
| Truist Financial Corp | 4,087 | $353.0K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 4,056 | $350.3K | 0.02% | −2,773−40.6% | Reduced |
| 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 |
| Teton Advisors, Inc. | 4,000 | $345.5K | 0.11% | 00.0% | Unchanged |
| Hancock Whitney Corp | 3,932 | $339.6K | 0.01% | −5−0.1% | Reduced |
| New York Life Investment Management LLC | 3,894 | $336.3K | 0.00% | −120−3.0% | Reduced |
| EMC Capital Management | 3,863 | $334.0K | 0.22% | 00.0% | Unchanged |
| Arizona State Retirement System | 3,850 | $332.5K | 0.00% | −252−6.1% | Reduced |
| Mackenzie Financial Corp | 3,801 | $328.3K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 3,724 | $319.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,647 | $315.0K | 0.00% | +710+24.2% | Added |
| Burney Co | 3,582 | $309.4K | 0.01% | +74+2.1% | Added |
| Captrust Financial Advisors | 3,579 | $309.1K | 0.00% | +818+29.6% | Added |
| HRT Financial LP | 3,496 | $301.0K | 0.00% | −5,026−59.0% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,331 | $287.7K | 0.18% | +108+3.4% | Added |
| Ritholtz Wealth Management | 3,260 | $281.6K | 0.01% | −504−13.4% | Reduced |
| JustInvest LLC | 3,183 | $274.9K | 0.01% | +330+11.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 3,131 | $270.4K | 0.00% | −318−9.2% | Reduced |
| SkyOak Wealth, LLC | 3,051 | $263.5K | 0.07% | −125−3.9% | Reduced |
| Prelude Capital Management, LLC | 3,000 | $259.1K | 0.02% | +3,000 | New |
| Ethic Inc. | 2,881 | $248.8K | 0.01% | +2,881 | New |
| Linden Thomas Advisory Services, LLC | 2,834 | $244.8K | 0.05% | +2,834 | New |
| Cambridge Investment Research Advisors, Inc. | 2,822 | $244.0K | 0.00% | −111−3.8% | Reduced |
| Virtus Investment Advisers, Inc. | 2,699 | $233.1K | 0.17% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 2,616 | $225.9K | 0.00% | +2,616 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,540 | $219.4K | 0.00% | 00.0% | Unchanged |
| Sapient Capital LLC | 2,500 | $215.9K | 0.01% | +2,500 | New |
| State of Wisconsin Investment Board | 2,482 | $214.4K | 0.00% | −450−15.3% | Reduced |
| Leuthold Group, LLC | 2,429 | $209.8K | 0.03% | +2,429 | New |
| Beacon Pointe Advisors, LLC | 2,392 | $206.6K | 0.00% | +2,392 | New |
| ProShare Advisors LLC | 2,329 | $201.2K | 0.00% | +2,329 | New |
| The PNC Financial Services Group, Inc. | 1,889 | $163.2K | 0.00% | −2,276−54.6% | Reduced |
| State of Tennessee, Treasury Department | 1,624 | $140.3K | 0.00% | −885−35.3% | Reduced |
| Aquatic Capital Management LLC | 1,600 | $138.0K | 0.00% | −2,800−63.6% | Reduced |
| State of Wyoming | 1,413 | $122.0K | 0.02% | −347−19.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,398 | $120.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,239 | $107.0K | 0.00% | −145−10.5% | Reduced |
| Parallel Advisors, LLC | 1,096 | $94.7K | 0.00% | −15−1.4% | Reduced |
| EntryPoint Capital, LLC | 1,059 | $91.5K | 0.09% | +1,059 | New |
| Global Retirement Partners, LLC | 1,059 | $89.9K | 0.00% | +2+0.2% | Added |
| Covestor Ltd | 1,028 | $89.0K | 0.06% | +12+1.2% | Added |
| Quest Partners LLC | 907 | $78.3K | 0.02% | +907 | New |
| SYSTM Wealth Solutions LLC | 809 | $69.9K | 0.01% | +809 | New |
| Public Employees Retirement System of Ohio | 804 | $69.4K | 0.00% | +63+8.5% | Added |
| Whittier Trust Co | 800 | $69.1K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 787 | $68.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 735 | $63.5K | 0.01% | +170+30.1% | Added |
| Bessemer Group Inc | 700 | $60.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 645 | $55.7K | 0.04% | +645 | New |
| Semmax Financial Advisors Inc. | 550 | $41.6K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 475 | $41.0K | 0.00% | −58−10.9% | Reduced |
| Signaturefd, LLC | 467 | $40.3K | 0.00% | −73−13.5% | Reduced |
| Nisa Investment Advisors, LLC | 446 | $38.5K | 0.00% | −5−1.1% | Reduced |
| Godsey & Gibb Associates | 300 | $25.9K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 300 | $25.9K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 239 | $20.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 218 | $18.8K | 0.00% | +25+13.0% | Added |
| 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 |
| IFP Advisors, Inc | 179 | $15.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 128 | $11.1K | 0.00% | +66+106.5% | Added |
| AdvisorNet Financial, Inc | 125 | $10.8K | 0.00% | −80−39.0% | Reduced |
| GAMMA Investing LLC | 118 | $9.94K | 0.00% | +118 | New |
| Farther Finance Advisors, LLC | 85 | $7.34K | 0.00% | −1−1.2% | Reduced |
| Russell Investments Group, Ltd. | 72 | $6.22K | 0.00% | −1,428−95.2% | Reduced |
| Vima LLC | 50 | $5.08K | 0.01% | +50 | New |
| Wetzel Investment Advisors, Inc. | 29 | $3.00K | 0.00% | +29 | New |
| HighMark Wealth Management LLC | 30 | $2.61K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 16 | $1.38K | 0.00% | +6+60.0% | Added |
| Salem Investment Counselors Inc | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 13 | $1.00K | 0.00% | −50−79.4% | Reduced |
| Avion Wealth | 12 | $1.00K | 0.00% | +6+100.0% | Added |
| First Horizon Advisors, Inc. | 9 | $777 | 0.00% | −16−64.0% | Reduced |
| Bell Investment Advisors, Inc | 8 | $691 | 0.00% | −13−61.9% | Reduced |
| Glassman Wealth Services | 7 | $605 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $605 | 0.00% | +7 | New |
| Massmutual Trust Co FSB | 6 | $518 | 0.00% | +6 | New |