| 4 | Capital Research Global Investors | 25.2M | $2.07B | -14.4% | 6.443% | 0.29% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 24.5M | $2.01B | +0.5% | 6.255% | 0.04% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 16.9M | $1.38B | -0.2% | 4.308% | 0.06% |
| 7 | STATE STREET CORP | 15.9M | $1.31B | +3.2% | 4.067% | 0.02% |
| 8 | FRANKLIN RESOURCES INC | 15.4M | $1.27B | -8.8% | 3.946% | 0.27% |
| 9 | FMR LLC | 13.3M | $1.09B | -36.8% | 3.393% | 0.05% |
| 10 | JPMORGAN CHASE & CO | 10.6M | $861.8M | -29.7% | 2.720% | 0.05% |
| 11 | Capital International Investors | 10.0M | $816.2M | -24.7% | 2.545% | 0.17% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 9.7M | $792.0M | +1.0% | 2.479% | 0.04% |
| 13 | MORGAN STANLEY | 7.1M | $585.1M | -11.4% | 1.824% | 0.03% |
| 14 | Fisher Asset Management, LLC | 6.8M | $555.9M | -5.9% | 1.733% | 0.17% |
| 15 | Jupiter Topco LLC | 6.7M | $547.6M | — | 1.707% | 0.22% |
| 16 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 5.7M | $464.9M | -5.7% | 1.449% | 0.08% |
| 17 | NORDEA INVESTMENT MANAGEMENT AB | 5.5M | $444.7M | +225.2% | 1.394% | 0.36% |
| 18 | NORGES BANK | 4.8M | $397.2M | — | 1.238% | 0.04% |
| 19 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.3M | $354.7M | -2.5% | 1.099% | 0.11% |
| 20 | Bank of New York Mellon Corp | 4.0M | $328.3M | +0.7% | 1.023% | 0.05% |
| 21 | Invesco Ltd. | 3.9M | $318.7M | +26.8% | 0.993% | 0.03% |
| 22 | Nuveen, LLC | 3.9M | $318.3M | +5.8% | 0.992% | 0.08% |
| 23 | GOLDMAN SACHS GROUP INC | 3.4M | $278.7M | -2.4% | 0.869% | 0.02% |
| 24 | NORTHERN TRUST CORP | 3.4M | $277.5M | -1.9% | 0.865% | 0.03% |
| 25 | DIMENSIONAL FUND ADVISORS LP | 3.4M | $274.7M | +4.6% | 0.856% | 0.05% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in IR — a direct measure of their conviction.
| 100.52% |
| 0.39 pp |
| $27.95B |
| 14% |
| Q4 2024 | 897 | +8.3% | 100.91% | 0.74 pp | $32.37B | 7.1% |
| Q3 2024 | 828 | — | 101.65% | — | $34.86B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
IR institutional ownership fell by 1.19 percentage points quarter-over-quarter, with a net change of +6 holders.
The top 10 institutions account for 55.4% of all reported 13F value in IR, and the top 25 account for 76.2%.
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.
Ingersoll Rand Inc. (IR) Institutional Ownership