Security Snapshot

INGLES MARKETS INC - Common Stock (IMKTA) Institutional Ownership

CUSIP: 457030104

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q1 2026

Institutions Reporting

232

Shares (Excl. Options)

14,234,061

Price

$89.89

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
+963,627
Value change
+$90,111,864
Number of holders
232
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
14,506,663
SEC-reported price per share
$88.58
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • IMKTA - INGLES MARKETS INC - Common Stock is tracked under CUSIP 457030104.
  • 232 institutions reported positions in Q1 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 232 to 19 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $1,279,317,038 to $87,830,198.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 232 institutions filings for Q1 2026.

Open SEC evidence

Security key

457030104

Latest holder period

Q1 2026

13F holders

232

13D/G owners

3

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
3
Security
IMKTA
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BRANDES INVESTMENT PARTNERS, LP 8% +40% $80,726,675 +$24,058,300 1,160,533 +42% BRANDES INVESTMENT PARTNERS, LP 30 Sep 2025
DIMENSIONAL FUND ADVISORS LP 6.8% $60,322,264 993,777 Dimensional Fund Advisors LP 31 Mar 2025
River Road Asset Management, LLC 6.7% $59,268,937 976,424 River Road Asset Management, LLC 31 Dec 2024

As of 31 Mar 2026, 232 institutional investors reported holding 14,234,061 shares of INGLES MARKETS INC - Common Stock (IMKTA). This represents 98% of the company’s total 14,506,663 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
77%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 8.8% 1,276,305 +1.7% 0% $114,727,042
BRANDES INVESTMENT PARTNERS, LP 8.6% 1,252,284 +3.8% 0.8% $112,567,810
River Road Asset Management, LLC 6.6% 956,420 -5% 0.97% $85,972,594
DIMENSIONAL FUND ADVISORS LP 6.3% 916,178 +0.31% 0.02% $82,355,642
AMERICAN CENTURY COMPANIES INC 4.4% 641,245 +12% 0.03% $57,641,559
VANGUARD CAPITAL MANAGEMENT LLC 4.3% 622,937 0% 0% $55,995,807
GAMCO INVESTORS, INC. ET AL 4% 573,891 -0.21% 0.51% $51,587,062
VANGUARD PORTFOLIO MANAGEMENT LLC 3.8% 549,959 0% 0% $49,435,815
GEODE CAPITAL MANAGEMENT, LLC 3.2% 462,709 +13% 0% $41,596,500
Summer Road LLC 3% 433,678 +17247% 27% $38,983,315
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.9% 415,730 -14% 0.01% $37,369,970
STATE STREET CORP 2.7% 396,963 -0.95% 0% $35,683,004
Bragg Financial Advisors, Inc 2.6% 379,815 +2% 1.1% $34,141,571
GABELLI FUNDS LLC 2.5% 361,900 -1.8% 0.22% $32,531,191
Allianz Asset Management GmbH 1.6% 239,056 +14% 0.02% $21,488,744
GATE CITY CAPITAL MANAGEMENT, LLC 1.5% 221,399 +6.7% 7.7% $19,901,556
SYSTEMATIC FINANCIAL MANAGEMENT LP 1.4% 208,952 -3.4% 0.43% $18,782,864
GOLDMAN SACHS GROUP INC 1.4% 197,573 +9% 0% $17,759,837
MORGAN STANLEY 1.3% 195,018 +7.1% 0% $17,530,231
Wallace Capital Management Inc. 1.3% 192,307 +32% 2% $17,286,432
JANUS HENDERSON GROUP PLC 1.3% 190,129 0% 0.01% $17,090,303
ROYCE & ASSOCIATES LP 1.2% 168,000 -44% 0.15% $15,101,520
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.91% 131,933 -3.6% 0.24% $11,859,457
NORTHERN TRUST CORP 0.91% 131,317 +4.5% 0% $11,804,085
UBS Group AG 0.82% 118,478 +77% 0% $10,649,987

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 991,436 $87,830,198 -$2,147,128 $88.58 19
2026 Q1 14,234,061 $1,279,317,038 +$90,111,864 $89.89 232
2025 Q4 13,346,182 $915,289,226 -$8,242,149 $68.55 203
2025 Q3 13,430,800 $934,335,014 +$33,850,245 $69.56 197
2025 Q2 12,918,550 $818,497,688 -$5,879,551 $63.38 191
2025 Q1 13,032,727 $848,473,529 +$16,746,340 $65.13 199
2024 Q4 12,846,029 $827,838,060 +$14,819,941 $64.44 201
2024 Q3 12,443,222 $927,408,764 +$14,065,310 $74.60 206
2024 Q2 12,252,978 $840,681,252 +$22,377,768 $68.61 201
2024 Q1 11,898,285 $912,357,201 +$1,110,826 $76.68 198
2023 Q4 11,870,653 $1,025,218,895 -$5,817,763 $86.37 203
2023 Q3 11,952,478 $900,379,436 +$14,782,092 $75.33 197
2023 Q2 11,831,769 $977,981,977 +$181,894 $82.65 202
2023 Q1 11,756,579 $1,042,758,922 -$15,380,722 $88.70 223
2022 Q4 11,944,838 $1,152,232,426 +$2,572,577 $96.46 212
2022 Q3 11,974,747 $948,613,295 -$31,457,803 $79.21 195
2022 Q2 12,314,240 $1,068,360,007 -$13,026,009 $86.75 190
2022 Q1 12,543,389 $1,117,381,937 +$9,311,352 $89.05 198
2021 Q4 12,446,283 $1,074,520,143 -$20,202,784 $86.34 185
2021 Q3 12,734,372 $840,828,827 -$9,477,309 $66.03 162
2021 Q2 12,916,083 $752,574,008 +$1,307,985 $58.27 159
2021 Q1 12,864,375 $793,080,655 -$385,853 $61.65 162
2020 Q4 12,929,565 $551,644,349 -$15,231,455 $42.66 153
2020 Q3 13,203,950 $502,220,980 -$12,382,654 $38.04 151
2020 Q2 13,494,745 $581,172,486 +$2,268,213 $43.07 160
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