Independent Investors Inc Portfolio Holdings

Independent Investors Inc

  • $527 Million
  • Q4 2025

Independent Investors Inc has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $527 Million distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $292M, Microsoft Corp with a value of $27.6M, Jpmorgan Chase & CO with a value of $17.1M, Johnson & Johnson with a value of $14.3M, and Abb Vie Inc. with a value of $10.6M.

Examining the 13F form we can see an increase of $11.2M in the current position value, from $515M to 527M.

Below you can find more details about Independent Investors Inc portfolio as well as his latest detailed transactions.

Portfolio value $527 Million
Technology: $342 Million
Healthcare: $55.6 Million
Industrials: $40.3 Million
Financial Services: $34.5 Million
Consumer Defensive: $16.3 Million
Consumer Cyclical: $14.5 Million
Communication Services: $9.25 Million
Energy: $8.86 Million
Other: $5.12 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$292 Million 55.51% of portfolio
1,092,983
Q4 2025 Reduced 0.68%
$3.78T
$27.6 Million 5.23% of portfolio
54,300
Q3 2025 Reduced 0.41%
$881B
$17.1 Million 3.24% of portfolio
56,804
Q4 2025 Added 0.01%
$522B
$14.3 Million 2.71% of portfolio
71,552
Q3 2025 Reduced 0.31%
$414B
$10.6 Million 2.01% of portfolio
45,174
Q3 2025 Reduced 0.47%
$183B
$10.1 Million 1.92% of portfolio
29,651
Q3 2025 Reduced 0.35%
$22.7B
$9.93 Million 1.88% of portfolio
26,163
Q3 2025 Reduced 0.4%
$132B
$8.3 Million 1.58% of portfolio
42,325
Q1 2024 Reduced 0.39%
$662B
$7.7 Million 1.46% of portfolio
15,137
Q3 2023 Reduced 1.3%
$490B
$7.28 Million 1.38% of portfolio
61,849
Q3 2025 Reduced 0.17%
$465B
$7.2 Million 1.37% of portfolio
38,565
Q4 2025 Added 0.26%
$593B
$6.57 Million 1.25% of portfolio
29,900
Q4 2022 Reduced 3.24%
$75.4B
$6.24 Million 1.18% of portfolio
48,896
Q3 2025 Reduced 0.21%
$346B
$6.07 Million 1.15% of portfolio
41,603
Q4 2025 Reduced 0.79%
$114B
$5.82 Million 1.11% of portfolio
30,357
Q3 2025 Reduced 0.34%
$187B
$5.72 Million 1.09% of portfolio
34,292
Q3 2025 Reduced 0.6%
$65.7B
$4.97 Million 0.94% of portfolio
17,517
Q3 2025 Reduced 0.47%
$193B
$4.8 Million 0.91% of portfolio
45,401
Q1 2025 Added 0.3%
$228B
$4.54 Million 0.86% of portfolio
34,890
Q4 2025 Reduced 0.57%
$255B
$4.1 Million 0.78% of portfolio
12,000
Q2 2022 Reduced 20.0%
$25.7B
$3.77 Million 0.72% of portfolio
20,600
Q4 2020 Reduced 8.85%
$79.2B
$3.77 Million 0.72% of portfolio
60,000
Q2 2020 Reduced 6.25%
$204B
$2.88 Million 0.55% of portfolio
19,463
Q4 2024 Reduced 2.5%
$55.4B
$2.82 Million 0.54% of portfolio
9,749
Q4 2021 Reduced 0.19%
$265B
$2.82 Million 0.54% of portfolio
3,640
Q4 2020 Reduced 14.15%
$1.74T
$2.65 Million 0.5% of portfolio
9,290
Q4 2025 Reduced 0.11%
$404B
$2.64 Million 0.5% of portfolio
2,890
Q4 2022 Reduced 17.19%
$136B
$2.57 Million 0.49% of portfolio
11,640
Q1 2024 Reduced 0.85%
$306B
$2.51 Million 0.48% of portfolio
35,496
Q3 2025 Reduced 0.29%
$283B
$2.35 Million 0.45% of portfolio
17,900
Q3 2017 New
$68.7B
$2.26 Million 0.43% of portfolio
24,028
Q3 2025 Reduced 2.52%
$367B
$2.23 Million 0.42% of portfolio
6,226
Q4 2025 Added 0.32%
$65.7B
$2.21 Million 0.42% of portfolio
28,033
Q4 2025 Reduced 0.36%
$1.65T
$1.8 Million 0.34% of portfolio
6,520
Q2 2025 Reduced 16.62%
$418B
$1.59 Million 0.3% of portfolio
10,100
Q4 2023 Reduced 4.72%
$0
$1.42 Million 0.27% of portfolio
2,106
Q4 2025 Added 1.45%
$0
$1.31 Million 0.25% of portfolio
1,972
Q1 2025 Reduced 5.6%
$328B
$1.27 Million 0.24% of portfolio
4,239
Q2 2024 Reduced 0.12%
$413B
$1.28 Million 0.24% of portfolio
24,880
Q1 2024 Reduced 0.99%
$99.5B
$1.26 Million 0.24% of portfolio
26,938
Q3 2023 Reduced 0.37%
$270B
$1.11 Million 0.21% of portfolio
6,983
Q1 2025 Reduced 6.68%
$136B
$1.08 Million 0.21% of portfolio
3,000
Q3 2017 New
$55.9B
$1.07 Million 0.2% of portfolio
1,325
Q3 2025 Reduced 0.38%
$303B
$1.06 Million 0.2% of portfolio
6,840
Q2 2025 Reduced 2.15%
$300B
$911,000 0.17% of portfolio
2,845
Q3 2025 Reduced 3.4%
$181B
$835,000 0.16% of portfolio
9,115
Q4 2025 Added 1.11%
$0
$863,000 0.16% of portfolio
15,211
Q3 2025 Reduced 0.68%
$140B
$855,000 0.16% of portfolio
3,800
Q1 2024 Reduced 0.39%
$1.5B
$743,000 0.14% of portfolio
80,867
Q4 2025 Reduced 1.88%

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $527 Million
  • Prior Value $515 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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