DaveManuel.com · Institutional Ownership · Who Owns It
INGLES MKTS INC (IMKTA)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
241
Reporting holders
$1.3B
Reported value
0.4%
Calls
0.0%
Puts
+8
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $120.2M | 1,356,805 | 0.00% | 8q | +6.3%+$7.1M |
| BRANDES INVESTMENT PARTNERS, LP | $111.6M | 1,260,027 | 0.78% | 14q | +0.6%+$685.9K |
| DIMENSIONAL FUND ADVISORS LP | $82.8M | 935,060 | 0.02% | 31q | +2.1%+$1.7M |
| River Road Asset Management, LLC | $81.1M | 915,990 | 0.90% | 31q | -4.2%-$3.6M |
| AMERICAN CENTURY COMPANIES INC | $67.8M | 765,346 | 0.03% | 26q | +19.4%+$11.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $56.1M | 633,339 | 0.00% | 2q | +1.7%+$921.4K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $51.0M | 576,284 | 0.00% | 2q | +4.8%+$2.3M |
| GAMCO INVESTORS, INC. ET AL | $48.6M | 548,931 | 0.44% | 31q | -4.3%-$2.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $48.1M | 542,553 | 0.00% | 31q | +17.3%+$7.1M |
| Summer Road LLC | $38.4M | 433,678 | 23.86% | 3q | HELD |
| STATE STREET CORP | $37.9M | 428,226 | 0.00% | 31q | +7.9%+$2.8M |
| Bragg Financial Advisors, Inc | $34.4M | 388,582 | 0.92% | 5q | +2.3%+$776.6K |
| GABELLI FUNDS LLC | $30.3M | 341,500 | 0.19% | 31q | -5.6%-$1.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $28.4M | 320,101 | 0.00% | 31q | -23.0%-$8.5M |
| Allianz Asset Management GmbH | $23.5M | 265,418 | 0.02% | 40q | +11.0%+$2.3M |
| GATE CITY CAPITAL MANAGEMENT, LLC | $19.6M | 221,399 | 5.08% | 5q | HELD |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $17.7M | 199,726 | 0.35% | 10q | -4.4%-$817.2K |
| GOLDMAN SACHS GROUP INC | $17.5M | 197,122 | 0.00% | 31q | HELD |
| Wallace Capital Management Inc. | $17.0M | 192,195 | 1.87% | 4q | HELD |
| MORGAN STANLEY | $15.2M | 171,527 | 0.00% | 35q | -12.0%-$2.1M |
| ROYCE & ASSOCIATES LP | $14.9M | 168,000 | 0.12% | 22q | HELD |
| Qube Research & Technologies Ltd | $12.6M | 142,690 | 0.01% | new | NEW |
| NORTHERN TRUST CORP | $12.3M | 139,103 | 0.00% | 31q | +5.9%+$689.7K |
| Empowered Funds, LLC | $9.9M | 112,223 | 0.05% | 2q | +0.6%+$59.8K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $9.8M | 110,833 | 0.17% | 31q | -16.0%-$1.9M |
| Bank of New York Mellon Corp | $9.1M | 102,231 | 0.00% | 31q | +4.3%+$376.7K |
| Jupiter Topco LLC | $9.0M | 101,445 | 0.00% | new | FIRST |
| UBS Group AG | $8.1M | 91,968 | 0.00% | 31q | -22.4%-$2.3M |
| VANGUARD FIDUCIARY TRUST CO | $8.1M | 91,015 | 0.00% | 2q | +2.9%+$226.8K |
| JPMORGAN CHASE & CO | $8.0M | 90,198 | 0.00% | 31q | -12.0%-$1.1M |
| Creative Planning | $7.3M | 82,835 | 0.00% | 15q | +44.8%+$2.3M |
| Allspring Global Investments Holdings, LLC | $6.3M | 69,976 | 0.01% | 6q | +13.8%+$762.1K |
| FRANKLIN RESOURCES INC | $6.1M | 68,670 | 0.00% | 10q | +9.6%+$532.7K |
| TOWLE & CO | $6.0M | 67,912 | 2.04% | 2q | -3.6%-$224.8K |
| FCA CORP /TX | $5.4M | 60,692 | 1.32% | 31q | +4.0%+$205.7K |
| Tidal Investments LLC | $5.2M | 58,941 | 0.01% | 2q | +11.3%+$528.4K |
| Pacer Advisors, Inc. | $5.2M | 58,328 | 0.01% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $5.1M | 57,857 | 0.00% | 25q | -36.0%-$2.9M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $5.1M | 57,833 | 0.01% | 19q | -37.3%-$3.0M |
| FIRST TRUST ADVISORS LP | $4.9M | 55,071 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.8M incl. $2.8M options CALL | 21,781 | 0.00% | 31q | -56.6%-$6.2M |
| RAYMOND JAMES FINANCIAL INC | $4.7M | 52,659 | 0.00% | 7q | -4.2%-$205.9K |
| DENALI ADVISORS LLC | $4.5M | 50,300 | 0.45% | 31q | -48.0%-$4.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $4.1M | 46,555 | 0.00% | 19q | +4.9%+$192.8K |
| Invesco Ltd. | $4.0M | 44,613 | 0.00% | 31q | -12.2%-$548.4K |
| TUDOR INVESTMENT CORP ET AL | $3.7M | 41,520 | 0.01% | new | NEW |
| D. E. Shaw & Co., Inc. | $3.6M | 40,547 | 0.00% | 31q | -28.2%-$1.4M |
| Vanguard Global Advisers, LLC | $3.5M | 40,009 | 0.00% | 2q | -1.9%-$67.9K |
| AQR CAPITAL MANAGEMENT LLC | $3.5M | 39,921 | 0.00% | 31q | +4.6%+$156.0K |
| BANK OF AMERICA CORP /DE/ | $3.3M | 36,970 | 0.00% | 31q | -29.7%-$1.4M |
| SEI INVESTMENTS CO | $3.1M | 35,149 | 0.00% | 14q | -45.7%-$2.6M |
| FIFTH THIRD BANCORP | $2.9M | 33,015 | 0.00% | 2q | -3.6%-$109.0K |
| Connor, Clark & Lunn Investment Management Ltd. | $2.9M | 32,961 | 0.01% | 14q | +27.8%+$635.8K |
| Linden Thomas Advisory Services, LLC | $2.8M | 31,869 | 0.23% | 11q | +12.4%+$311.3K |
| Ballast Asset Management, LP | $2.8M | 31,648 | 1.12% | 7q | -1.0%-$27.5K |
| TWO SIGMA INVESTMENTS, LP | $2.8M | 31,627 | 0.00% | 12q | -58.0%-$3.9M |
| DekaBank Deutsche Girozentrale | $2.8M | 31,034 | 0.00% | 20q | HELD |
| Nuveen, LLC | $2.8M | 31,120 | 0.00% | 6q | +6.3%+$163.9K |
| Swiss National Bank | $2.6M | 29,200 | 0.00% | 31q | +1.7%+$44.3K |
| Polaris Capital Management, LLC | $2.3M | 25,783 | 0.22% | 8q | -4.4%-$106.3K |
| MARTINGALE ASSET MANAGEMENT L P | $2.3M | 25,716 | 0.05% | 28q | +8.9%+$186.0K |
| Quantinno Capital Management LP | $2.2M | 25,106 | 0.00% | 6q | +56.2%+$800.4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.1M | 23,284 | 0.00% | 29q | -1.7%-$35.4K |
| Sanctuary Advisors, LLC | $2.0M | 22,789 | 0.01% | 9q | +33.3%+$504.8K |
| Baker Ellis Asset Management LLC | $2.0M | 22,453 | 0.21% | 31q | -0.6%-$11.1K |
| STATE OF WISCONSIN INVESTMENT BOARD | $1.9M | 21,359 | 0.00% | 2q | +237.8%+$1.3M |
| LPL Financial LLC | $1.8M | 20,647 | 0.00% | 10q | +16.5%+$259.5K |
| RHUMBLINE ADVISERS | $1.8M | 20,084 | 0.00% | 31q | +5.0%+$84.1K |
| Russell Investments Group, Ltd. | $1.8M | 19,981 | 0.00% | 12q | +51.1%+$598.7K |
| Susquehanna Portfolio Strategies, LLC | $1.8M | 19,956 | 0.03% | 3q | -1.8%-$32.9K |
| Point72 Asset Management, L.P. | $1.8M | 19,954 | 0.00% | new | NEW |
| VELA Investment Management, LLC | $1.7M | 19,209 | 0.37% | 5q | -23.7%-$527.4K |
| DARK FOREST CAPITAL MANAGEMENT LP | $1.7M | 18,655 | 0.11% | 2q | -11.2%-$209.3K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.6M | 18,276 | 0.00% | 31q | +35.8%+$426.5K |
| NEW YORK STATE COMMON RETIREMENT FUND | $1.6M | 17,920 | 0.00% | 31q | -41.5%-$1.1M |
| CITADEL ADVISORS LLC | $1.5M CALL | options only | 0.00% | 31q | OPTIONS |
| ROYAL BANK OF CANADA | $1.5M | 16,683 | 0.00% | 31q | +38.6%+$411.5K |
| WELLS FARGO & COMPANY/MN | $1.4M | 16,361 | 0.00% | 31q | -63.9%-$2.6M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.4M | 16,331 | 0.00% | 23q | +13.9%+$176.1K |
| Gotham Asset Management, LLC | $1.4M | 15,691 | 0.00% | 2q | +124.8%+$771.6K |
| DEUTSCHE BANK AG\ | $1.4M | 15,587 | 0.00% | 34q | +18.8%+$218.3K |
| Vestcor Inc | $1.3M | 14,139 | 0.03% | 24q | +197.0%+$830.5K |
| ALLIANCEBERNSTEIN L.P. | $1.2M | 13,816 | 0.00% | 31q | +8.7%+$98.9K |
| Atria Investments, Inc | $1.2M | 13,808 | 0.01% | 9q | +29.7%+$280.1K |
| ENVESTNET ASSET MANAGEMENT INC | $1.2M | 13,571 | 0.00% | 14q | -7.1%-$91.5K |
| Legal & General Group Plc | $1.2M | 13,183 | 0.00% | 31q | +11.2%+$117.9K |
| AMG National Trust Bank | $1.1M | 12,500 | 0.02% | 20q | HELD |
| GREAT LAKES ADVISORS, LLC | $1.1M | 12,007 | 0.01% | 3q | -26.8%-$389.0K |
| SG Americas Securities, LLC | $1.0M | 11,648 | 0.00% | 6q | +76.8%+$448.4K |
| Mutual Advisors, LLC | $1.0M | 11,578 | 0.02% | 2q | HELD |
| Odyssean, LLC | $1.0M | 11,530 | 0.17% | new | NEW |
| Freestone Grove Partners LP | $984.2K | 11,111 | 0.01% | 2q | +1315.4%+$914.7K |
| JAMES INVESTMENT RESEARCH, INC. | $970.7K | 10,958 | 0.10% | 30q | HELD |
| VANGUARD ASSET MANAGEMENT, Ltd | $967.0K | 10,917 | 0.00% | 2q | HELD |
| THOMPSON SIEGEL & WALMSLEY LLC | $957.0K | 10,800 | 0.02% | 7q | -8.5%-$88.6K |
| Quadrature Capital Ltd | $935.5K | 10,561 | 0.01% | 2q | HELD |
| BARCLAYS PLC | $931.2K | 10,512 | 0.00% | 31q | -7.2%-$72.1K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | $894.7K | 10,100 | 0.06% | 17q | HELD |
| State of Wyoming | $893.7K | 10,089 | 0.09% | 9q | +47.4%+$287.4K |
| CITIGROUP INC | $888.5K | 10,030 | 0.00% | 31q | +156.7%+$542.4K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G/A | Vanguard Capital Management | 4.9% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-14 | 2026-09-08 | Directors or officers departed or appointed Charter or bylaws amended | filing |
| 2026-08-04 | 2026-07-29 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 42 | $14.8M | 174,878 | 5 | 12 | 6 | 0.0% |
| Q2 2026 | 241 | $1.3B | 14,229,190 | 31 | 83 | 69 | 0.4% |
| Q1 2026 | 233 | $1.3B | 14,234,077 | 47 | 73 | 59 | 0.5% |
| Q4 2025 | 206 | $920.1M | 13,346,198 | 22 | 63 | 71 | 0.5% |
| Q3 2025 | 202 | $939.2M | 13,481,041 | 27 | 75 | 55 | 0.2% |
| Q2 2025 | 197 | $823.0M | 12,963,587 | 24 | 73 | 61 | 0.2% |
| Q1 2025 | 204 | $855.3M | 13,069,574 | 21 | 59 | 71 | 0.5% |
| Q4 2024 | 203 | $832.8M | 12,846,045 | 28 | 70 | 70 | 0.6% |
| Q3 2024 | 209 | $935.4M | 12,504,094 | 23 | 74 | 66 | 0.4% |
| Q2 2024 | 202 | $844.2M | 12,290,239 | 28 | 89 | 49 | 0.1% |
| Q1 2024 | 198 | $958.5M | 12,459,014 | 26 | 69 | 64 | 0.3% |
| Q4 2023 | 206 | $1.1B | 12,100,084 | 20 | 61 | 68 | 0.5% |
| Q3 2023 | 199 | $904.6M | 11,952,478 | 17 | 72 | 66 | 0.5% |
| Q2 2023 | 205 | $984.7M | 11,860,533 | 20 | 66 | 74 | 0.6% |
| Q1 2023 | 226 | $1.1B | 11,863,304 | 31 | 68 | 83 | 0.8% |
| Q4 2022 | 216 | $1.2B | 11,933,596 | 26 | 70 | 78 | 1.0% |
| Q3 2022 | 195 | $1.0B | 12,920,939 | 29 | 58 | 68 | 1.4% |
| Q2 2022 | 191 | $1.1B | 12,839,347 | 20 | 61 | 78 | 1.2% |
| Q1 2022 | 197 | $1.2B | 13,777,380 | 26 | 59 | 70 | 0.9% |
| Q4 2021 | 186 | $1.4B | 16,014,340 | 36 | 42 | 71 | 1.7% |
| Q3 2021 | 162 | $1.1B | 16,633,358 | 22 | 52 | 60 | 1.5% |
| Q2 2021 | 158 | $1.0B | 17,523,442 | 12 | 55 | 57 | 2.4% |
| Q1 2021 | 162 | $1.1B | 17,092,415 | 29 | 44 | 61 | 1.4% |
| Q4 2020 | 155 | $749.6M | 17,413,946 | 21 | 51 | 57 | 0.9% |
| Q3 2020 | 148 | $673.0M | 17,648,936 | 10 | 54 | 61 | 0.3% |
| Q2 2020 | 160 | $778.3M | 18,022,356 | 32 | 50 | 54 | 0.3% |
| Q1 2020 | 138 | $1.3B | 34,877,783 | 14 | 36 | 59 | 0.4% |
| Q4 2019 | 138 | $1.4B | 29,125,860 | 17 | 43 | 46 | 0.6% |
| Q3 2019 | 142 | $1.2B | 30,041,704 | 30 | 52 | 37 | 0.2% |
| Q2 2019 | 122 | $942.7M | 30,259,802 | 14 | 36 | 42 | 0.1% |
| Q1 2019 | 124 | $820.3M | 29,671,806 | 18 | 26 | 44 | 0.1% |
| Q4 2018 | 118 | $819.1M | 30,050,234 | 4 | 2 | 5 | 0.1% |