Who owns Ingles Markets, Incorporated (IMKTA)
Which tracked institutional funds hold IMKTA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IMKTA company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IMKTA is one-sided between 2025-Q4 and 2026-Q1: 95 added or opened and 15 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IMKTA’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes IMKTA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IMKTA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 231 tracked filers holding IMKTA, 127 increased or opened the position and 88 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IMKTA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 22
- VANGUARD CAPITAL MANAGEMENT LLC$56M
- VANGUARD PORTFOLIO MANAGEMENT LLC$49M
- VANGUARD FIDUCIARY TRUST CO$8M
- TOWLE & CO$6M
- Tidal Investments LLC$5M
- HRT FINANCIAL LP$4M
Full exits 7
- VANGUARD GROUP INC$80M
- TWO SIGMA ADVISERS, LP$5M
- Brandywine Global Investment Management, LLC$4M
- COMERICA BANK$3M
- Universal- Beteiligungs- und Servicegesellschaft mbH$3M
- NATIXIS$720K
Largest adds
- Summer Road LLC$39M
- BRANDES INVESTMENT PARTNERS, LP$30M
- BlackRock, Inc.$29M
- DIMENSIONAL FUND ADVISORS LP$20M
- AMERICAN CENTURY COMPANIES INC$18M
- River Road Asset Management, LLC$17M
Largest trims
- LSV ASSET MANAGEMENT$7M
- ROYCE & ASSOCIATES LP$5M
- TWO SIGMA INVESTMENTS, LP$3M
- Vestcor Inc$3M
- D. E. Shaw & Co., Inc.$2M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 1,276,305 | $115M | 8.5% | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP added | 1,252,284 | $113M | 8.4% | 2026-Q1 |
| River Road Asset Management, LLC trimmed | 956,420 | $86M | 6.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 916,178 | $82M | 6.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 641,245 | $58M | 4.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 622,937 | $56M | 4.2% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 573,891 | $52M | 3.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 549,959 | $49M | 3.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 462,709 | $42M | 3.1% | 2026-Q1 |
| Summer Road LLC added | 433,678 | $39M | 2.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 415,730 | $37M | 2.8% | 2026-Q1 |
| STATE STREET CORP trimmed | 396,963 | $36M | 2.7% | 2026-Q1 |
| Bragg Financial Advisors, Inc added | 379,815 | $34M | 2.5% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 361,900 | $33M | 2.4% | 2026-Q1 |
| Allianz Asset Management GmbH added | 239,056 | $21M | 1.6% | 2026-Q1 |
| GATE CITY CAPITAL MANAGEMENT, LLC added | 221,399 | $20M | 1.5% | 2026-Q1 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 208,952 | $19M | 1.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 197,573 | $18M | 1.3% | 2026-Q1 |
| MORGAN STANLEY added | 195,019 | $18M | 1.3% | 2026-Q1 |
| Wallace Capital Management Inc. added | 192,307 | $17M | 1.3% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | 190,129 | $17M | 1.3% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 168,000 | $15M | 1.1% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 131,933 | $12M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 131,317 | $12M | 0.9% | 2026-Q1 |
| UBS Group AG added | 118,478 | $11M | 0.8% | 2026-Q1 |
| Empowered Funds, LLC added | 111,548 | $10M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 102,485 | $9M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 97,978 | $9M | 0.7% | 2026-Q1 |
| DENALI ADVISORS LLC trimmed | 96,800 | $9M | 0.6% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 92,231 | $8M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 90,340 | $8M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 88,455 | $8M | 0.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 75,308 | $7M | 0.5% | 2026-Q1 |
| TOWLE & CO added | 70,450 | $6M | 0.5% | 2026-Q1 |
| SEI INVESTMENTS CO added | 64,747 | $6M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 62,656 | $6M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 62,351 | $6M | 0.4% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 61,471 | $6M | 0.4% | 2026-Q1 |
| FCA CORP /TX added | 58,370 | $5M | 0.4% | 2026-Q1 |
| Creative Planning added | 57,191 | $5M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 56,946 | $5M | 0.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 56,484 | $5M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 54,984 | $5M | 0.4% | 2026-Q1 |
| Tidal Investments LLC new | 52,976 | $5M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 52,571 | $5M | 0.4% | 2026-Q1 |
| Invesco Ltd. trimmed | 50,804 | $5M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 50,230 | $5M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 49,265 | $4M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 45,265 | $4M | 0.3% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 44,379 | $4M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 40,776 | $4M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 37,483 | $3M | 0.3% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 34,245 | $3M | 0.2% | 2026-Q1 |
| Ballast Asset Management, LP added | 31,958 | $3M | 0.2% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 31,034 | $3M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 31,298 | $3M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 30,620 | $3M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 29,270 | $3M | 0.2% | 2026-Q1 |
| Swiss National Bank | 28,700 | $3M | 0.2% | 2026-Q1 |
| Linden Thomas Advisory Services, LLC added | 28,355 | $3M | 0.2% | 2026-Q1 |
| Polaris Capital Management, LLC trimmed | 26,983 | $2M | 0.2% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 25,783 | $2M | 0.2% | 2026-Q1 |
| VELA Investment Management, LLC added | 25,163 | $2M | 0.2% | 2026-Q1 |
| Factorial Partners, LLC trimmed | 24,996 | $2M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 23,684 | $2M | 0.2% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 23,616 | $2M | 0.2% | 2026-Q1 |
| Baker Ellis Asset Management LLC trimmed | 22,578 | $2M | 0.2% | 2026-Q1 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 21,018 | $2M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 20,725 | $2M | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC added | 20,327 | $2M | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 20,284 | $2M | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 19,135 | $2M | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 17,717 | $2M | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 17,636 | $2M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 17,090 | $2M | 0.1% | 2026-Q1 |
| GREAT LAKES ADVISORS, LLC added | 16,399 | $1M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 16,070 | $1M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 14,604 | $1M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 14,343 | $1M | 0.1% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 14,004 | $1M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 13,461 | $1M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 13,222 | $1M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 13,122 | $1M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC added | 13,000 | $1M | 0.1% | 2026-Q1 |
| AMG National Trust Bank | 12,500 | $1M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 12,035 | $1M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 11,852 | $1M | 0.1% | 2026-Q1 |
| THOMPSON SIEGEL & WALMSLEY LLC trimmed | 11,800 | $1M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 1,160,033 | $80M | 5.9% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP | 76,200 | $5M | 0.4% | 2025-Q4 stale |
| Brandywine Global Investment Management, LLC trimmed | 59,234 | $4M | 0.3% | 2025-Q4 stale |
| DC Investments Management, LLC | 43,324 | $3M | 0.2% | 2025-Q1 stale |
| Keeley-Teton Advisors, LLC trimmed | 39,411 | $3M | 0.2% | 2025-Q1 stale |
| COMERICA BANK added | 37,415 | $3M | 0.2% | 2025-Q4 stale |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 36,501 | $3M | 0.2% | 2025-Q4 stale |
| TrueMark Investments, LLC new | 34,387 | $2M | 0.2% | 2025-Q2 stale |
| Man Group plc trimmed | 23,210 | $2M | 0.1% | 2025-Q3 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 20,925 | $1M | 0.1% | 2025-Q2 stale |
| Janney Montgomery Scott LLC added | 17,729 | $1M | 0.1% | 2025-Q1 stale |
| Unison Advisors LLC added | 15,247 | $1M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.