Ingles Markets

IMKTA • NASDAQ

Ingles Markets is a grocery stores company in the consumer defensive sector on NASDAQ, led by James Lanning, with a market cap of $1.3B. As of Q3 2025, 71% of shares are held by 195 institutional investors, with VANGUARD GROUP INC as the largest holder at 6.74%.

Chief Executive OfficerJames Lanning

Market Cap$1.3B

Grocery Stores

Consumer Defensive

Employees26.4K

Websiteingles-markets.com

Country

United States of America

Overview

Overview of institutional ownership in IMKTA as of Q3 2025 with a market cap of $1.3B

All Institutions

Institutions: 195
Value Held: $932.5M
Shares Held: 13.4M
Avg Position: $4.8M
Median Position: $412.8K

Hedge Funds

Hedge Funds: 21
Value Held: $55.8M
Shares Held: 802.6K
Avg Position: $2.7M
Median Position: $651.3K

Ownership Breakdown

Institutional (non-HF)

66.35%

$876.7M

Hedge Funds

4.23%

$55.8M

Retail & Other

29.42%

$388.8M

Based on market cap of $1.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in IMKTA as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$89.0M 0.00% of portfolio	6.74% 1.3M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$84.7M 0.00% of portfolio	6.41% 1.2M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
B BRANDES INVESTMENT PARTNERS, LP Long Only Manager	Oliver Michael Murray CEO	$80.7M 0.65% of portfolio	6.11% 1.2M shares	Q1 2021 Held for 4y 8m	$12.5B
River Road Asset Management, LLC Long Only Manager	Richard Andrew Beck CEO	$68.5M 0.77% of portfolio	5.18% 984.3K shares	≤ Q2 2013 Held for 12y 5m+	$8.9B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$64.7M 0.01% of portfolio	4.90% 930.4K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
G GAMCO INVESTORS, INC. ET AL Institution	-	$40.0M 0.39% of portfolio	3.03% 575.4K shares	≤ Q2 2013 Held for 12y 5m+	$10.3B
A AMERICAN CENTURY COMPANIES INC Institution	-	$39.0M 0.02% of portfolio	2.96% 561.3K shares	Q1 2020 Held for 5y 8m	$195.93B
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$34.4M 0.01% of portfolio	2.60% 494.8K shares	≤ Q2 2013 Held for 12y 5m+	$620.51B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$29.6M 0.00% of portfolio	2.24% 425.9K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
GABELLI FUNDS LLC Long Only Manager	John Chester Ball President	$25.7M 0.18% of portfolio	1.94% 369.1K shares	≤ Q2 2013 Held for 12y 5m+	$14.5B

Net Capital Flow

Institutional buying and selling activity for IMKTA in Q3 2025

Traded: +$35.6M
Buyers: 104
Sellers: 77
Total Bought: +$79.2M
Total Sold: −$43.6M
Avg Position: $4.3M

Biggest Buyers

Institution	Net Bought	Current Position
B BRANDES INVESTMENT PARTNERS, LP Long Only Manager	+$14.7M +211.8K shares	$80.7M 1.2M shares
G GATE CITY CAPITAL MANAGEMENT, LLC Hedge Fund•Value	+$10.6M +153.1K shares	$13.6M 196.0K shares
Bragg Financial Advisors, Inc RIA/Wealth	+$10.1M +145.0K shares	$21.1M 303.3K shares
W Wallace Capital Management Inc. Hedge Fund•Multi-Strategy	+$10.1M +144.5K shares	$10.1M 144.5K shares
MORGAN STANLEY RIA/Wealth	+$4.7M +67.3K shares	$15.6M 224.8K shares
UBS Group AG Institution	+$4.5M +64.0K shares	$7.1M 102.3K shares
GOLDMAN SACHS GROUP INC Institution	+$3.3M +47.7K shares	$9.7M 139.5K shares
A Allianz Asset Management AG Institution	+$2.6M +37.2K shares	$13.1M 189.0K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$1.9M +27.4K shares	$10.1M 145.5K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$1.7M +24.4K shares	$39.0M 561.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
R ROYCE & ASSOCIATES LLC Institution	−$5.5M −79.6K shares	$24.9M 358.2K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$5.1M −80.5K shares	Sold Off 0 shares
NORTHERN TRUST CORP Institution	−$2.3M −33.6K shares	$9.4M 135.7K shares
T TrueMark Investments, LLC Institution	−$2.2M −34.4K shares	Sold Off 0 shares
J JANE STREET GROUP, LLC Institution	−$2.1M −30.2K shares	$799.0K 11.5K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	−$2.0M −29.0K shares	$3.1M 44.3K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$1.9M −28.0K shares	$3.0M 42.9K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$1.6M −22.8K shares	$773.4K 11.1K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$1.6M −22.6K shares	$1.3M 18.6K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$1.5M −21.3K shares	$1.8M 26.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IMKTA in Q3 2025

New Positions: 11
New Value: $10.7M
Exited Positions: 20
Exited Value: $13.3M

New Positions

Institution	Position Value
W Wallace Capital Management Inc. Hedge Fund•Multi-Strategy	$10.1M 144.5K shares
Round Rock Advisors, LLC RIA/Wealth	$305.7K 4.2K shares
H Harbor Advisors LLC Family Office	$208.7K 3.0K shares
Ancora Advisors, LLC RIA/Wealth	$125.2K 1.8K shares
S State of Alaska, Department of Revenue Institution	$38.8K 558.0 shares
Sontag Advisory, LLC RIA/Wealth	$7.0K 100.0 shares
O Optiver Holding B.V. Institution	$5.6K 80.0 shares
Fortitude Family Office, LLC Family Office	$2.4K 35.0 shares
Hartland & Co., LLC RIA/Wealth	$1.4K 20.0 shares
U UMA Financial Services, Inc. RIA/Wealth	$835.0 12.0 shares

Exited Positions

Institution	Previous Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$5.1M 80.5K shares
T TrueMark Investments, LLC Institution	$2.2M 34.4K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	$1.3M 20.9K shares
PRUDENTIAL FINANCIAL INC Institution	$1.1M 17.4K shares
X XTX Topco Ltd Institution	$878.3K 13.9K shares
Chevy Chase Trust Holdings, Inc. RIA/Wealth	$406.8K 6.4K shares
AIGEN INVESTMENT MANAGEMENT, LP Hedge Fund•Long/Short	$391.8K 6.2K shares
Summit Global Investments Long Only Manager	$369.9K 5.8K shares
ING INVESTMENT MANAGEMENT LLC Insurance Manager	$268.3K 4.2K shares
ARP AMERICAS LLC Hedge Fund•Multi-Strategy	$229.5K 3.6K shares

Options Activity

Institutions with the largest Call and Put options positions in IMKTA as of Q3 2025

Call Positions: 3
Call Value: $1.3M
Put Positions: 2
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$681.7K 98.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$354.8K 51.0 contracts
J JANE STREET GROUP, LLC Institution	$292.2K 42.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with IMKTA as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
G GATE CITY CAPITAL MANAGEMENT, LLC Hedge Fund•Value	Michael Thomas Melby Managing Partner	6.96% $13.6M	1.03% 196.0K shares	Q2 2025 Held for 5 months	$196.1M
F Factorial Partners, LLC Hedge Fund•Value	Mark Philip Kleiman Managing Partner	1.43% $2.0M	0.15% 28.5K shares	Q3 2024 Held for 1y 2m	$138.3M
W Wallace Capital Management Inc. Hedge Fund•Multi-Strategy	Christopher Lee Thomason President	1.25% $10.1M	0.76% 144.5K shares	Q3 2025 Held for 2 months	$804.5M
FCA CORP /TX RIA/Wealth	Robert Warner Scharar CEO	1.18% $4.2M	0.32% 59.8K shares	≤ Q2 2013 Held for 12y 5m+	$353.4M
Ballast Asset Management, LP Long Only Manager	Ragen R Stienke Managing Partner	1.02% $2.2M	0.17% 32.3K shares	Q4 2024 Held for 11 months	$219.1M
DENALI ADVISORS LLC Long Only Manager	Robert Guenther Snigaroff CIO	0.81% $7.2M	0.54% 102.8K shares	Q2 2017 Held for 8y 5m	$885.1M
River Road Asset Management, LLC Long Only Manager	Richard Andrew Beck CEO	0.77% $68.5M	5.18% 984.3K shares	≤ Q2 2013 Held for 12y 5m+	$8.9B
Bragg Financial Advisors, Inc RIA/Wealth	Benton Sellers Bragg CEO	0.71% $21.1M	1.60% 303.3K shares	Q2 2025 Held for 5 months	$3.0B
B BRANDES INVESTMENT PARTNERS, LP Long Only Manager	Oliver Michael Murray CEO	0.65% $80.7M	6.11% 1.2M shares	Q1 2021 Held for 4y 8m	$12.5B
VELA Investment Management, LLC Long Only Manager	Roderick Hadley Dillon CEO	0.50% $1.7M	0.13% 25.1K shares	Q2 2025 Held for 5 months	$347.1M