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
$70.62
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
10,721,324
Total reported value
$735,355,177
% of total 13F portfolios
0%
Share change
+34,682
Value change
+$2,281,848
Number of holders
150
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 31 Dec 2025, 150 institutional investors reported holding 10,721,324 shares of INGLES MARKETS INC - Common Shares (IMKTA). This represents 74% 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 67% 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 9% 1,300,136 +1.6% 0% $89,124,322
BlackRock, Inc. 8.6% 1,254,782 +3% 0% $86,015,329
BRANDES INVESTMENT PARTNERS, LP 8.3% 1,206,646 +4% 0.63% $82,715,583
DIMENSIONAL FUND ADVISORS LP 6.3% 913,362 -1.8% 0.01% $62,611,139
GAMCO INVESTORS, INC. ET AL 4% 575,126 -0.05% 0.38% $39,424,887
AMERICAN CENTURY COMPANIES INC 4% 573,168 +2.1% 0.02% $39,290,765
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3.3% 481,771 -2.6% 0.01% $33,025,402
GEODE CAPITAL MANAGEMENT, LLC 2.8% 411,007 -3.5% 0% $28,176,911
STATE STREET CORP 2.8% 400,759 +8.9% 0% $27,472,029
Bragg Financial Advisors, Inc 2.6% 372,210 +23% 0.83% $25,514,996
GABELLI FUNDS LLC 2.5% 368,500 -0.16% 0.17% $25,260,675
ROYCE & ASSOCIATES LP 2.1% 299,000 -17% 0.21% $20,496,450
SYSTEMATIC FINANCIAL MANAGEMENT LP 1.5% 216,214 -1.7% 0.35% $14,821,576
Allianz Asset Management GmbH 1.4% 208,964 +11% 0.02% $14,324,482
MORGAN STANLEY 1.3% 182,148 -19% 0% $12,486,337
GOLDMAN SACHS GROUP INC 1.2% 181,222 +30% 0% $12,422,768
LSV ASSET MANAGEMENT 0.77% 112,364 -0.88% 0.02% $7,703,000
DENALI ADVISORS LLC 0.67% 97,122 -5.6% 0.74% $6,657,713
Bank of New York Mellon Corp 0.67% 96,718 +8.6% 0% $6,630,009
TEACHER RETIREMENT SYSTEM OF TEXAS 0.64% 92,441 +18% 0.02% $6,336,831
Allspring Global Investments Holdings, LLC 0.47% 67,521 -11% 0.01% $4,704,188
UBS Group AG 0.46% 67,126 -34% 0% $4,601,487
Empowered Funds, LLC 0.43% 62,433 0% 0.03% $4,279,782
WELLS FARGO & COMPANY/MN 0.42% 61,361 -11% 0% $4,206,305
Brandywine Global Investment Management, LLC 0.41% 59,234 -3.4% 0.03% $4,060,491

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 10,721,324 $735,355,177 +$2,281,848 $68.55 150
2025 Q3 13,419,711 $933,563,638 +$33,993,613 $69.56 196
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