INGLES MARKETS INC - Common Shares (IMKTA) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Shares
Symbol
IMKTA on Nasdaq
Shares outstanding
14,506,663
Price per share
$68.55
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
13,419,613
Total reported value
$933,556,821
% of total 13F portfolios
0%
Share change
+469,949
Value change
+$33,993,613
Number of holders
195
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of INGLES MARKETS INC - Common Shares (IMKTA) based on Schedule 13D/G filings

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 30 Sep 2025, 195 institutional investors reported holding 13,419,613 shares of INGLES MARKETS INC - Common Shares (IMKTA). This represents 93% of the company’s total 14,506,663 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of INGLES MARKETS INC - Common Shares (IMKTA) together control 76% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 8.8% 1,279,947 -1.1% 0% $89,033,113
BlackRock, Inc. 8.4% 1,217,837 +0.92% 0% $84,712,728
BRANDES INVESTMENT PARTNERS, LP 8% 1,160,377 +22% 0.65% $80,715,825
River Road Asset Management, LLC 6.8% 984,296 -0.04% 0.77% $68,467,630
DIMENSIONAL FUND ADVISORS LP 6.4% 930,373 -2% 0.01% $64,716,715
GAMCO INVESTORS, INC. ET AL 4% 575,386 -0.78% 0.39% $40,023,850
AMERICAN CENTURY COMPANIES INC 3.9% 561,306 +4.5% 0.02% $39,044,530
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3.4% 494,751 +1.8% 0.01% $34,414,880
GEODE CAPITAL MANAGEMENT, LLC 2.9% 425,885 -0.31% 0% $29,626,326
GABELLI FUNDS LLC 2.5% 369,100 0% 0.17% $25,674,596
STATE STREET CORP 2.5% 367,925 +4.1% 0% $25,592,863
ROYCE & ASSOCIATES LP 2.5% 358,200 -18% 0.25% $24,916,392
Bragg Financial Advisors, Inc 2.1% 303,301 +92% 0.7% $21,097,618
MORGAN STANLEY 1.5% 224,760 +43% 0% $15,634,337
SYSTEMATIC FINANCIAL MANAGEMENT LP 1.5% 220,039 -1.5% 0.37% $15,305,987
JANUS HENDERSON GROUP PLC 1.5% 215,099 -0.88% 0.01% $14,962,468
GATE CITY CAPITAL MANAGEMENT, LLC 1.4% 196,045 +356% 6.8% $13,636,890
Allianz Asset Management GmbH 1.3% 188,964 +25% 0.02% $13,144,336
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1% 147,633 +0.19% 0.22% $10,269,351
TWO SIGMA INVESTMENTS, LP 1% 145,510 +23% 0.02% $10,121,676
Wallace Capital Management Inc. 1% 144,520 1.2% $10,052,811
D. E. Shaw & Co., Inc. 0.98% 141,671 +7.9% 0.01% $9,854,635
GOLDMAN SACHS GROUP INC 0.96% 139,525 +52% 0% $9,705,359
NORTHERN TRUST CORP 0.94% 135,667 -20% 0% $9,436,997
LSV ASSET MANAGEMENT 0.78% 113,364 -7.1% 0.02% $7,886,000

Institutional Holders of INGLES MARKETS INC - Common Shares (IMKTA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 134,387 $9,291,029 -$2,377,983 $68.55 16
2025 Q3 13,419,613 $933,556,821 +$33,993,613 $69.56 195
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
2020 Q1 13,462,549 $486,784,731 -$343,781 $36.16 136
2019 Q4 13,396,317 $636,389,555 +$3,742,707 $47.51 139
2019 Q3 13,382,391 $520,034,100 +$8,611,377 $38.86 141
2019 Q2 13,180,230 $410,293,883 +$17,719,672 $31.13 120
2019 Q1 12,684,555 $350,340,974 -$3,046,455 $27.62 119
2018 Q4 12,791,268 $348,175,243 -$4,696,434 $27.22 115
2018 Q3 12,943,871 $443,332,225 +$89,444 $34.25 114
2018 Q2 12,951,402 $411,857,348 +$12,898,895 $31.80 113
2018 Q1 12,534,263 $424,259,273 +$11,082,504 $33.85 118
2017 Q4 12,185,340 $421,618,536 +$6,958,036 $34.60 128
2017 Q3 12,042,011 $309,543,966 +$6,645 $25.70 113
2017 Q2 11,944,379 $397,820,407 -$6,910,948 $33.30 113
2017 Q1 12,085,978 $521,718,178 +$34,709,635 $43.15 113
2016 Q4 12,120,514 $582,927,771 +$4,690,516 $48.10 125
2016 Q3 12,057,959 $476,608,957 -$18,328,957 $39.54 113
2016 Q2 12,499,789 $465,479,687 -$6,280,894 $37.30 122
2016 Q1 12,403,284 $465,098,200 -$4,204,833 $37.50 130
2015 Q4 12,329,739 $543,409,163 -$12,078,928 $44.08 140
2015 Q3 12,556,818 $600,155,493 +$15,841,556 $47.83 135
2015 Q2 12,225,760 $584,014,689 +$55,518,058 $47.77 146
2015 Q1 11,058,420 $546,889,782 +$88,614,083 $49.48 137
2014 Q4 9,264,464 $343,616,203 +$4,332,353 $37.09 114
2014 Q3 9,264,875 $219,489,208 -$1,632,350 $23.69 99
2014 Q2 9,311,056 $245,391,862 +$438,834 $26.35 106
2014 Q1 9,300,998 $221,420,660 +$1,825,854 $23.82 98