Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in IMKTA held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.3M | $114.7M | +1.7% | 6.719% | 0.00% |
| 2 | BRANDES INVESTMENT PARTNERS, LP | 1.3M | $112.6M | +3.8% | 6.593% | 0.80% |
| 3 | River Road Asset Management, LLC | 956K | $86.0M | -5.1% | 5.035% | 0.97% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 916K | $82.4M | +0.3% | 4.823% | 0.02% |
| 5 | AMERICAN CENTURY COMPANIES INC | 641K | $57.6M | +11.9% | 3.376% | 0.03% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 623K | $56.0M | β | 3.280% | 0.00% |
| 7 | GAMCO INVESTORS, INC. ET AL | 574K | $51.6M | -0.2% | 3.021% | 0.51% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 550K | $49.4M | β | 2.895% | 0.00% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 463K | $41.6M | +12.6% | 2.436% | 0.00% |
| 10 | SUMMER ROAD LLC | 434K | $39.0M | +17247.1% | 2.283% | 27.45% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 416K | $37.4M | -13.7% | 2.189% | 0.01% |
| 12 | STATE STREET CORP | 397K | $35.7M | -0.9% | 2.090% | 0.00% |
| 13 | Bragg Financial Advisors, Inc | 380K | $34.1M | +2.0% | 2.000% | 1.08% |
| 14 | GABELLI FUNDS LLC | 362K | $32.5M | -1.8% | 1.905% | 0.22% |
| 15 | Allianz Asset Management GmbH | 239K | $21.5M | +14.4% | 1.259% | 0.02% |
| 16 | GATE CITY CAPITAL MANAGEMENT, LLC | 221K | $19.9M | +6.7% | 1.166% | 7.75% |
| 17 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 209K | $18.8M | -3.4% | 1.100% | 0.43% |
| 18 | GOLDMAN SACHS GROUP INC | 198K | $17.8M | +9.0% | 1.040% | 0.00% |
| 19 | MORGAN STANLEY | 195K | $17.5M | +7.1% | 1.027% | 0.00% |
| 20 | Wallace Capital Management Inc. | 192K | $17.3M | +32.0% | 1.012% | 1.99% |
| 21 | JANUS HENDERSON GROUP PLC | 190K | $17.1M | 0.0% | 1.001% | 0.01% |
| 22 | ROYCE & ASSOCIATES LP | 168K | $15.1M | -43.8% | 0.885% | 0.15% |
| 23 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 132K | $11.9M | -3.6% | 0.695% | 0.24% |
| 24 | NORTHERN TRUST CORP | 131K | $11.8M | +4.5% | 0.691% | 0.00% |
| 25 | UBS Group AG | 118K | $10.6M | +76.5% | 0.624% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in IMKTA β a direct measure of their conviction.
Filings activity in IMKTA during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new IMKTA position in Q1 2026
Institutions that fully closed their IMKTA position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 227 | +14% | 71.63% | +19.76 pp | $1.25B | +38% |
| Q4 2025 | 200 | +3.6% | 51.87% | 0.58 pp | $906M | 1.1% |
| Q3 2025 | 193 | +0.0% | 52.45% | +6.74 pp | $917M | +15% |
| Q2 2025 | 193 | 4.0% | 45.71% | 0.87 pp | $799M | 1.9% |
| Q1 2025 | 201 | +1.0% | 46.58% | +1.42 pp | $814M | +3.2% |
| Q4 2024 | 199 | 3.4% | 45.16% | 5.49 pp | $789M | 11% |
| Q3 2024 | 206 | +2.5% | 50.65% | +4.81 pp | $885M | +10% |
| Q2 2024 | 201 | β | 45.84% | β | $801M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying IMKTA stock.
Based on Q1 2026 13F filings, institutional ownership of Ingles Markets, Incorporated stands at 71.6%, held across 227 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of IMKTA, with approximately 1,276,305 shares worth $0.11B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of IMKTA.
Our composite Smart Money Score for IMKTA is 56 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
51 institutions opened new positions in IMKTA during Q1 2026, while 24 fully exited. 156 added to existing positions and 19 trimmed.
IMKTA institutional ownership rose by 19.76 percentage points quarter-over-quarter, with a net change of +27 holders.
The top 10 institutions account for 55.2% of all reported 13F value in IMKTA, and the top 25 account for 80.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Ingles Markets, Incorporated (IMKTA) Institutional Ownership