IMKTA Institutional Ownership
Ingles Markets, Incorporated
1W: +1.0%
1M: +0.7%
3M: -5.8%
YTD: +23.0%
1Y: +18.6%
3Y: +8.4%
5Y: +35.3%
$85.49
-1.83 (-2.10%)
Weekly Expected Move ±3.0%
$83
$85
$88
$90
$93
Credit Risk of going bust: lower than 78% of companies Debt: 24.5% of company value Bonds: $51.9M held by 45 funds, 126 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.47 (down 98%), Ingles Markets, Incorporated would be worth roughly what it owes.
Total debt $526.6M against a stock market value of $1.62B.
Distance to default 9.11 (Merton model): prices to 2026-10-27, balance sheet 2026-06-27, debt counted $259.0M (short-term plus half of long-term), stock volatility 25.3%; Altman Z'' 6.15. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $1.47 (down 98%), Ingles Markets, Incorporated would be worth roughly what it owes.
Total debt $526.6M against a stock market value of $1.62B.
Distance to default 9.11 (Merton model): prices to 2026-10-27, balance sheet 2026-06-27, debt counted $259.0M (short-term plus half of long-term), stock volatility 25.3%; Altman Z'' 6.15. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — IMKTA
262
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
33
New Positions
86
Increased
93
Reduced
22
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (277 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1,356,805 | $116M | +80,500 | +6.3% | 8Q | SEC ↗ |
| 2 | BRANDES INVESTMENT PARTNERS, LP | 1,260,027 | $108M | +7,743 | +0.6% | 14Q | SEC ↗ |
| 3 | DIMENSIONAL FUND ADVISORS LP | 935,060 | $80M | +18,882 | +2.1% | 102Q | SEC ↗ |
| 4 | River Road Asset Management, LLC | 915,990 | $78M | -40,430 | -4.2% | 56Q | SEC ↗ |
| 5 | AMERICAN CENTURY COMPANIES INC | 765,346 | $65M | +124,101 | +19.4% | 15Q | SEC ↗ |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 633,339 | $54M | +10,402 | +1.7% | 2Q | SEC ↗ |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 576,284 | $49M | +26,325 | +4.8% | 2Q | SEC ↗ |
| 8 | GAMCO INVESTORS, INC. ET AL | 548,931 | $47M | -24,960 | -4.3% | 16Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 542,553 | $46M | +79,844 | +17.3% | 89Q | SEC ↗ |
| 10 | Summer Road LLC | 433,678 | $37M | — | +0.0% | 3Q | SEC ↗ |
| 11 | STATE STREET CORP | 428,226 | $37M | +31,263 | +7.9% | 46Q | SEC ↗ |
| 12 | Bragg Financial Advisors, Inc | 388,582 | $33M | +8,767 | +2.3% | 5Q | SEC ↗ |
| 13 | GABELLI FUNDS LLC | 341,500 | $29M | -20,400 | -5.6% | 66Q | SEC ↗ |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 320,101 | $27M | -95,629 | -23.0% | 15Q | SEC ↗ |
| 15 | Sixth Street Partners Management Compa NEW | 320,101 | $27M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Allianz Asset Management GmbH | 265,418 | $23M | +26,362 | +11.0% | 52Q | SEC ↗ |
| 17 | GATE CITY CAPITAL MANAGEMENT, LLC | 221,399 | $19M | — | +0.0% | 5Q | SEC ↗ |
| 18 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 199,726 | $17M | -9,226 | -4.4% | 10Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 197,122 | $17M | -451 | -0.2% | 15Q | SEC ↗ |
| 20 | Wallace Capital Management Inc. | 192,195 | $16M | -112 | -0.1% | 4Q | SEC ↗ |
| 21 | JANUS HENDERSON GROUP PLC | 190,129 | $16M | — | +0.0% | 18Q | SEC ↗ |
| 22 | MORGAN STANLEY | 171,527 | $15M | -23,492 | -12.0% | 60Q | SEC ↗ |
| 23 | ROYCE & ASSOCIATES LP | 168,000 | $14M | — | +0.0% | 22Q | SEC ↗ |
| 24 | Qube Research & Technologies Ltd NEW | 142,690 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 25 | NORTHERN TRUST CORP | 139,103 | $12M | +7,786 | +5.9% | 110Q | SEC ↗ |
| 26 | Empowered Funds, LLC | 112,223 | $10M | +675 | +0.6% | 13Q | SEC ↗ |
| 27 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 110,833 | $9M | -21,100 | -16.0% | 60Q | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 102,231 | $9M | +4,253 | +4.3% | 76Q | SEC ↗ |
| 29 | Jupiter Topco LLC NEW | 101,445 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 30 | UBS Group AG | 91,968 | $8M | -26,510 | -22.4% | 47Q | SEC ↗ |
| 31 | VANGUARD FIDUCIARY TRUST CO | 91,015 | $8M | +2,560 | +2.9% | 2Q | SEC ↗ |
| 32 | JPMORGAN CHASE & CO | 90,198 | $8M | -12,287 | -12.0% | 46Q | SEC ↗ |
| 33 | Creative Planning | 82,835 | $7M | +25,644 | +44.8% | 15Q | SEC ↗ |
| 34 | Allspring Global Investments Holdings, | 69,976 | $6M | +8,505 | +13.8% | 6Q | SEC ↗ |
| 35 | FRANKLIN RESOURCES INC | 68,670 | $6M | +6,014 | +9.6% | 10Q | SEC ↗ |
| 36 | TOWLE & CO | 67,912 | $6M | -2,538 | -3.6% | 2Q | SEC ↗ |
| 37 | FCA CORP /TX | 60,692 | $5M | +2,322 | +4.0% | 90Q | SEC ↗ |
| 38 | Tidal Investments LLC | 58,941 | $5M | +5,965 | +11.3% | 2Q | SEC ↗ |
| 39 | Pacer Advisors, Inc. NEW | 58,328 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 40 | MILLENNIUM MANAGEMENT LLC | 57,857 | $5M | -32,483 | -36.0% | 25Q | SEC ↗ |
| 41 | TEACHER RETIREMENT SYSTEM OF TEXAS | 57,833 | $5M | -34,398 | -37.3% | 19Q | SEC ↗ |
| 42 | FIRST TRUST ADVISORS LP NEW | 55,071 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 43 | RAYMOND JAMES FINANCIAL INC | 52,659 | $5M | -2,325 | -4.2% | 7Q | SEC ↗ |
| 44 | DENALI ADVISORS LLC | 50,300 | $4M | -46,500 | -48.0% | 37Q | SEC ↗ |
| 45 | DZ BANK AG Deutsche Zentral Genossensc | 46,555 | $4M | +2,176 | +4.9% | 19Q | SEC ↗ |
| 46 | Invesco Ltd. | 44,613 | $4M | -6,191 | -12.2% | 74Q | SEC ↗ |
| 47 | TUDOR INVESTMENT CORP ET AL NEW | 41,520 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 48 | D. E. Shaw & Co., Inc. | 40,547 | $3M | -15,937 | -28.2% | 43Q | SEC ↗ |
| 49 | Vanguard Global Advisers, LLC | 40,009 | $3M | -767 | -1.9% | 2Q | SEC ↗ |
| 50 | AQR CAPITAL MANAGEMENT LLC | 39,921 | $3M | +1,761 | +4.6% | 47Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 320,101 | $27M |
| Qube Research & Technologies Ltd | 142,690 | $12M |
| Jupiter Topco LLC | 101,445 | $9M |
| Pacer Advisors, Inc. | 58,328 | $5M |
| FIRST TRUST ADVISORS LP | 55,071 | $5M |
| TUDOR INVESTMENT CORP ET AL | 41,520 | $4M |
| Point72 Asset Management, L.P. | 19,954 | $2M |
| Odyssean, LLC | 11,530 | $986K |
| Engineers Gate Manager LP | 9,890 | $845K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 9,853 | $842K |
| Y-Intercept (Hong Kong) Ltd | 8,331 | $712K |
| Atom Investors LP | 8,300 | $710K |
| CAXTON ASSOCIATES LLP | 6,426 | $549K |
| XTX Topco Ltd | 4,979 | $426K |
| Verdad Advisers, LP | 4,734 | $405K |
| MIRABELLA FINANCIAL SERVICES LLP | 4,685 | $401K |
| DRW Securities, LLC | 4,493 | $384K |
| Storgate, LLC | 3,614 | $309K |
| Swiss Life Asset Management Ltd | 2,970 | $254K |
| Semanteon Capital Management, LP | 2,591 | $222K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 56,946 | $5M |
| Universal- Beteiligungs- und Servic | 36,501 | $3M |
| Factorial Partners, LLC | 24,996 | $2M |
| CITADEL ADVISORS LLC | 20,725 | $2M |
| RENAISSANCE TECHNOLOGIES LLC | 20,284 | $2M |
| Balyasny Asset Management L.P. | 17,636 | $2M |
| HSBC HOLDINGS PLC | 10,622 | $908K |
| NATIXIS | 10,507 | $898K |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 8,289 | $709K |
| BBFIT INVESTMENTS PTE LTD | 7,612 | $651K |
| Jump Financial, LLC | 5,267 | $450K |
| Verition Fund Management LLC | 4,688 | $401K |
| TWO SIGMA SECURITIES, LLC | 3,397 | $290K |
| Pictet Asset Management Holding SA | 2,423 | $207K |
| MANGROVE PARTNERS IM, LLC | 2,413 | $206K |
| PRELUDE CAPITAL MANAGEMENT, LLC | 2,400 | $205K |
| Caprock Group, LLC | 2,382 | $204K |
| Merited Wealth, LLC | 2,000 | $171K |
| Colonial Trust Co / SC | 1,000 | $85K |
| CANADA PENSION PLAN INVESTMENT BOAR | 1,000 | $85K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -95,629 | -23.0% | 320,101 |
| BNP PARIBAS FINANCIAL MARKETS | -60,735 | -97.4% | 1,616 |
| DENALI ADVISORS LLC | -46,500 | -48.0% | 50,300 |
| HRT FINANCIAL LP | -45,384 | -92.1% | 3,881 |
| TWO SIGMA INVESTMENTS, LP | -43,681 | -58.0% | 31,627 |
| River Road Asset Management, LLC | -40,430 | -4.2% | 915,990 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | -34,398 | -37.3% | 57,833 |
| MILLENNIUM MANAGEMENT LLC | -32,483 | -36.0% | 57,857 |
| SEI INVESTMENTS CO | -29,598 | -45.7% | 35,149 |
| WELLS FARGO & COMPANY/MN | -28,904 | -63.9% | 16,361 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -28,449 | -56.6% | 21,781 |
| UBS Group AG | -26,510 | -22.4% | 91,968 |
| GAMCO INVESTORS, INC. ET AL | -24,960 | -4.3% | 548,931 |
| MORGAN STANLEY | -23,492 | -12.0% | 171,527 |
| MARSHALL WACE, LLP | -23,084 | -73.8% | 8,214 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | -21,100 | -16.0% | 110,833 |
| GABELLI FUNDS LLC | -20,400 | -5.6% | 341,500 |
| D. E. Shaw & Co., Inc. | -15,937 | -28.2% | 40,547 |
| BANK OF AMERICA CORP /DE | -15,601 | -29.7% | 36,970 |
| NEW YORK STATE COMMON RETIREMENT FU | -12,700 | -41.5% | 17,920 |