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Institutional Ownership · SEC Form 13F

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.

231
Institutional holders
14M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added1,276,305$115M8.5%2026-Q1
BRANDES INVESTMENT PARTNERS, LP added1,252,284$113M8.4%2026-Q1
River Road Asset Management, LLC trimmed956,420$86M6.4%2026-Q1
DIMENSIONAL FUND ADVISORS LP added916,178$82M6.1%2026-Q1
AMERICAN CENTURY COMPANIES INC added641,245$58M4.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new622,937$56M4.2%2026-Q1
GAMCO INVESTORS, INC. ET AL trimmed573,891$52M3.8%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new549,959$49M3.7%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added462,709$42M3.1%2026-Q1
Summer Road LLC added433,678$39M2.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed415,730$37M2.8%2026-Q1
STATE STREET CORP trimmed396,963$36M2.7%2026-Q1
Bragg Financial Advisors, Inc added379,815$34M2.5%2026-Q1
GABELLI FUNDS LLC trimmed361,900$33M2.4%2026-Q1
Allianz Asset Management GmbH added239,056$21M1.6%2026-Q1
GATE CITY CAPITAL MANAGEMENT, LLC added221,399$20M1.5%2026-Q1
SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed208,952$19M1.4%2026-Q1
GOLDMAN SACHS GROUP INC added197,573$18M1.3%2026-Q1
MORGAN STANLEY added195,019$18M1.3%2026-Q1
Wallace Capital Management Inc. added192,307$17M1.3%2026-Q1
JANUS HENDERSON GROUP PLC190,129$17M1.3%2026-Q1
ROYCE & ASSOCIATES LP trimmed168,000$15M1.1%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed131,933$12M0.9%2026-Q1
NORTHERN TRUST CORP added131,317$12M0.9%2026-Q1
UBS Group AG added118,478$11M0.8%2026-Q1
Empowered Funds, LLC added111,548$10M0.7%2026-Q1
JPMORGAN CHASE & CO added102,485$9M0.7%2026-Q1
Bank of New York Mellon Corp added97,978$9M0.7%2026-Q1
DENALI ADVISORS LLC trimmed96,800$9M0.6%2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXAS trimmed92,231$8M0.6%2026-Q1
MILLENNIUM MANAGEMENT LLC added90,340$8M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new88,455$8M0.6%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed75,308$7M0.5%2026-Q1
TOWLE & CO added70,450$6M0.5%2026-Q1
SEI INVESTMENTS CO added64,747$6M0.4%2026-Q1
FRANKLIN RESOURCES INC added62,656$6M0.4%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added62,351$6M0.4%2026-Q1
Allspring Global Investments Holdings, LLC trimmed61,471$6M0.4%2026-Q1
FCA CORP /TX added58,370$5M0.4%2026-Q1
Creative Planning added57,191$5M0.4%2026-Q1
JANE STREET GROUP, LLC added56,946$5M0.4%2026-Q1
D. E. Shaw & Co., Inc. trimmed56,484$5M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added54,984$5M0.4%2026-Q1
Tidal Investments LLC new52,976$5M0.4%2026-Q1
BANK OF AMERICA CORP /DE/ added52,571$5M0.4%2026-Q1
Invesco Ltd. trimmed50,804$5M0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added50,230$5M0.3%2026-Q1
HRT FINANCIAL LP added49,265$4M0.3%2026-Q1
WELLS FARGO & COMPANY/MN trimmed45,265$4M0.3%2026-Q1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed44,379$4M0.3%2026-Q1
Vanguard Global Advisers, LLC new40,776$4M0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC added37,483$3M0.3%2026-Q1
FIFTH THIRD BANCORP new34,245$3M0.2%2026-Q1
Ballast Asset Management, LP added31,958$3M0.2%2026-Q1
DekaBank Deutsche Girozentrale31,034$3M0.2%2026-Q1
MARSHALL WACE, LLP trimmed31,298$3M0.2%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND30,620$3M0.2%2026-Q1
Nuveen, LLC added29,270$3M0.2%2026-Q1
Swiss National Bank28,700$3M0.2%2026-Q1
Linden Thomas Advisory Services, LLC added28,355$3M0.2%2026-Q1
Polaris Capital Management, LLC trimmed26,983$2M0.2%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. trimmed25,783$2M0.2%2026-Q1
VELA Investment Management, LLC added25,163$2M0.2%2026-Q1
Factorial Partners, LLC trimmed24,996$2M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added23,684$2M0.2%2026-Q1
MARTINGALE ASSET MANAGEMENT L P added23,616$2M0.2%2026-Q1
Baker Ellis Asset Management LLC trimmed22,578$2M0.2%2026-Q1
DARK FOREST CAPITAL MANAGEMENT LP added21,018$2M0.1%2026-Q1
CITADEL ADVISORS LLC added20,725$2M0.1%2026-Q1
Susquehanna Portfolio Strategies, LLC added20,327$2M0.1%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed20,284$2M0.1%2026-Q1
RHUMBLINE ADVISERS trimmed19,135$2M0.1%2026-Q1
LPL Financial LLC added17,717$2M0.1%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added17,636$2M0.1%2026-Q1
Sanctuary Advisors, LLC added17,090$2M0.1%2026-Q1
GREAT LAKES ADVISORS, LLC added16,399$1M0.1%2026-Q1
Quantinno Capital Management LP added16,070$1M0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added14,604$1M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added14,343$1M0.1%2026-Q1
ExodusPoint Capital Management, LP added14,004$1M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed13,461$1M0.1%2026-Q1
Russell Investments Group, Ltd. trimmed13,222$1M0.1%2026-Q1
DEUTSCHE BANK AG\ added13,122$1M0.1%2026-Q1
Squarepoint Ops LLC added13,000$1M0.1%2026-Q1
AMG National Trust Bank12,500$1M0.1%2026-Q1
ROYAL BANK OF CANADA added12,035$1M0.1%2026-Q1
Legal & General Group Plc trimmed11,852$1M0.1%2026-Q1
THOMPSON SIEGEL & WALMSLEY LLC trimmed11,800$1M0.1%2026-Q1
VANGUARD GROUP INC trimmed1,160,033$80M5.9%2025-Q4 stale
TWO SIGMA ADVISERS, LP76,200$5M0.4%2025-Q4 stale
Brandywine Global Investment Management, LLC trimmed59,234$4M0.3%2025-Q4 stale
DC Investments Management, LLC43,324$3M0.2%2025-Q1 stale
Keeley-Teton Advisors, LLC trimmed39,411$3M0.2%2025-Q1 stale
COMERICA BANK added37,415$3M0.2%2025-Q4 stale
Universal- Beteiligungs- und Servicegesellschaft mbH36,501$3M0.2%2025-Q4 stale
TrueMark Investments, LLC new34,387$2M0.2%2025-Q2 stale
Man Group plc trimmed23,210$2M0.1%2025-Q3 stale
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed20,925$1M0.1%2025-Q2 stale
Janney Montgomery Scott LLC added17,729$1M0.1%2025-Q1 stale
Unison Advisors LLC added15,247$1M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership