Funds › Independent Investors Inc
Independent Investors Inc
13F for Q3 2026, filed Oct 30, 2026. 72 positions worth $566.4M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Independent Investors Inc in the latest 13F quarter?
Using 13F.ai, how has Independent Investors Inc's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Independent Investors Inc's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 991,139 | $330.1M | 58.3% | -3.6% | 13F ↗ |
| 2 | MSFT Microsoft Corporation | 51,450 | $26.4M | 4.7% | -1.2% | 13F ↗ |
| 3 | JNJ Johnson & Johnson | 70,356 | $18.6M | 3.3% | Unchanged | 13F ↗ |
| 4 | JPM JPMorgan Chase & Co. | 53,754 | $17.8M | 3.1% | -0.8% | 13F ↗ |
| 5 | AMGN Amgen Inc. | 29,176 | $12.3M | 2.2% | Unchanged | 13F ↗ |
| 6 | ABBV AbbVie Inc. | 40,274 | $10.5M | 1.9% | Unchanged | 13F ↗ |
| 7 | XOM ExxonMobil Holdings Corporation | 58,449 | $9.5M | 1.7% | New | 13F ↗ |
| 8 | WAT Waters Corporation | 20,663 | $9.1M | 1.6% | Unchanged | 13F ↗ |
| 9 | NVDA NVIDIA Corporation | 38,505 | $8.8M | 1.6% | +0.6% | 13F ↗ |
| 10 | EMR Emerson Electric Company | 48,896 | $7.6M | 1.3% | Unchanged | 13F ↗ |
| 11 | BRK-B Berkshire Hathaway Inc. Class B | 12,577 | $6.3M | 1.1% | Unchanged | 13F ↗ |
| 12 | QCOM QUALCOMM Incorporated | 33,592 | $6.2M | 1.1% | Unchanged | 13F ↗ |
| 13 | BA Boeing Company | 29,457 | $5.5M | 1.0% | Unchanged | 13F ↗ |
| 14 | NSC Norfolk Southern Corporation | 17,017 | $5.3M | 0.9% | Unchanged | 13F ↗ |
| 15 | PG Procter & Gamble Company | 35,415 | $5.1M | 0.9% | Unchanged | 13F ↗ |
| 16 | DIS Walt Disney Company | 43,576 | $4.6M | 0.8% | Unchanged | 13F ↗ |
| 17 | HON Honeywell International Inc. | 20,373 | $4.3M | 0.8% | New | 13F ↗ |
| 18 | ORCL Oracle Corporation | 29,900 | $4.1M | 0.7% | Unchanged | 13F ↗ |
| 19 | DOV Dover Corporation | 20,400 | $3.8M | 0.7% | Unchanged | 13F ↗ |
| 20 | MCD McDonald's Corporation | 16,316 | $3.8M | 0.7% | -1.8% | 13F ↗ |
| 21 | AXP American Express Company | 11,000 | $3.3M | 0.6% | Unchanged | 13F ↗ |
| 22 | HONA Honeywell Aerospace Inc. | 20,373 | $3.2M | 0.6% | +279% | 13F ↗ |
| 23 | GS Goldman Sachs Group, Inc. | 3,490 | $3.1M | 0.6% | Unchanged | 13F ↗ |
| 24 | KO Coca-Cola Company | 35,496 | $3.1M | 0.5% | Unchanged | 13F ↗ |
| 25 | UNP Union Pacific Corporation | 11,140 | $3.0M | 0.5% | Unchanged | 13F ↗ |
| 26 | ABT Abbott Laboratories | 27,840 | $2.8M | 0.5% | Unchanged | 13F ↗ |
| 27 | GOOG Alphabet Inc. Class C | 7,790 | $2.7M | 0.5% | Unchanged | 13F ↗ |
| 28 | NVS Novartis AG · ADR | 17,900 | $2.6M | 0.5% | Unchanged | 13F ↗ |
| 29 | LHX L3Harris Technologies, Inc. | 9,749 | $2.3M | 0.4% | Unchanged | 13F ↗ |
| 30 | CL Colgate-Palmolive Company | 26,833 | $2.3M | 0.4% | Unchanged | 13F ↗ |
| 31 | UPS United Parcel Service, Inc. | 24,028 | $2.2M | 0.4% | Unchanged | 13F ↗ |
| 32 | COST Costco Wholesale Corporation | 2,390 | $2.2M | 0.4% | -1.0% | 13F ↗ |
| 33 | NKE Nike, Inc. | 60,000 | $2.1M | 0.4% | Unchanged | 13F ↗ |
| 34 | HHH Howard Hughes Holdings Inc. | 28,637 | $2.1M | 0.4% | Unchanged | 13F ↗ |
| 35 | iShares Tr Core S&P500 Etf | 2,146 | $1.6M | 0.3% | +1.9% | 13F ↗ |
| 36 | BMY Bristol-Myers Squibb Company | 25,438 | $1.6M | 0.3% | Unchanged | 13F ↗ |
| 37 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 2,044 | $1.6M | 0.3% | +6.3% | 13F ↗ |
| 38 | GOOGL Alphabet Inc. Class A | 4,420 | $1.5M | 0.3% | Unchanged | 13F ↗ |
| 39 | HD Home Depot, Inc. | 5,016 | $1.4M | 0.3% | Unchanged | 13F ↗ |
| 40 | URI United Rentals, Inc. | 1,325 | $1.3M | 0.2% | Unchanged | 13F ↗ |
| 41 | CRWD CrowdStrike Holdings, Inc. | 4,980 | $1.3M | 0.2% | Unchanged | 13F ↗ |
| 42 | BAC Bank of America Corporation | 24,080 | $1.3M | 0.2% | -2.0% | 13F ↗ |
| 43 | MS Morgan Stanley | 6,533 | $1.2M | 0.2% | Unchanged | 13F ↗ |
| 44 | CVX Chevron Corporation | 5,440 | $1.1M | 0.2% | Unchanged | 13F ↗ |
| 45 | BABA Alibaba Group Holding Limited · ADR | 10,100 | $1.1M | 0.2% | Unchanged | 13F ↗ |
| 46 | GE GE Aerospace | 3,342 | $1.0M | 0.2% | Unchanged | 13F ↗ |
| 47 | PEP PepsiCo, Inc. | 8,163 | $1.0M | 0.2% | -1.2% | 13F ↗ |
| 48 | GEV GE Vernova Inc. | 907 | $862.1K | 0.2% | Unchanged | 13F ↗ |
| 49 | SYK Stryker Corporation | 3,000 | $826.2K | 0.1% | Unchanged | 13F ↗ |
| 50 | UNH UnitedHealth Group Incorporated | 2,230 | $818.6K | 0.1% | Unchanged | 13F ↗ |
Changes since Q2 2026
3 new, 5 added to, 9 trimmed, 4 exited, 55 unchanged. By estimated dollars.
New positions (3)
Added to (5)
Trimmed (9)
| AAPL Apple Inc. | 991,139 | -3.6% | -$12.3M |
| MSFT Microsoft Corporation | 51,450 | -1.2% | -$307.7K |
| JPM JPMorgan Chase & Co. | 53,754 | -0.8% | -$148.9K |
| MCD McDonald's Corporation | 16,316 | -1.8% | -$69.3K |
| BAC Bank of America Corporation | 24,080 | -2.0% | -$27.2K |
| COST Costco Wholesale Corporation | 2,390 | -1.0% | -$22.8K |
| UBER Uber Technologies, Inc. | 8,630 | -2.8% | -$17.1K |
| PEP PepsiCo, Inc. | 8,163 | -1.2% | -$12.7K |
| J P Morgan Exchange Traded F Equity Premium | 14,051 | -1.4% | -$11.2K |
Exited (4)
| Exxon Mobil Corp | 58,649 | Exited | -$8.0M |
| Honeywell International Inc | 20,373 | Exited | -$4.6M |
| iShares Tr Msci India Etf | 4,210 | Exited | -$207.9K |
| SEG Seaport Entertainment Group Inc. | 7,584 | Exited | -$201.7K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 30, 2026 | 13F-HR | 72 | $566.4M | Current | SEC ↗ |
| Q2 2026 | Jul 16, 2026 | 13F-HR | 73 | $523.6M | Current | SEC ↗ |
| Q1 2026 | Apr 17, 2026 | 13F-HR | 70 | $503.6M | Current | SEC ↗ |
| Q4 2025 | Jan 15, 2026 | 13F-HR | 69 | $538.1M | Current | SEC ↗ |
| Q3 2025 | Oct 30, 2025 | 13F-HR | 70 | $519.6M | Current | SEC ↗ |
| Q2 2025 | Jul 18, 2025 | 13F-HR | 67 | $459.1M | Current | SEC ↗ |
| Q1 2025 | May 1, 2025 | 13F-HR | 70 | $471.3M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer