Independent Investors Inc Portfolio Holdings

Independent Investors Inc

  • $468 Million
  • Q1 2025

Independent Investors Inc has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $468 Million distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $257M, Microsoft Corp with a value of $20.5M, Jpmorgan Chase & CO with a value of $14M, Johnson & Johnson with a value of $11.9M, and Waters Corp with a value of $11.7M.

Examining the 13F form we can see an decrease of $33.7M in the current position value, from $501M to 468M.

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

Portfolio value $468 Million
Technology: $291 Million
Healthcare: $54.1 Million
Industrials: $37.4 Million
Financial Services: $29.6 Million
Consumer Defensive: $20.2 Million
Consumer Cyclical: $14.5 Million
Energy: $9.3 Million
Communication Services: $7.32 Million
Other: $4.44 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.14T
$257 Million 54.89% of portfolio
1,155,571
Q1 2025 Reduced 1.55%
$3.36T
$20.5 Million 4.38% of portfolio
54,523
Q1 2025 Reduced 0.01%
$765B
$14 Million 2.99% of portfolio
56,934
Q1 2024 Reduced 0.2%
$400B
$11.9 Million 2.55% of portfolio
71,771
Q1 2025 Reduced 0.07%
$20.7B
$11.7 Million 2.5% of portfolio
31,767
Q1 2025 Reduced 0.31%
$324B
$9.51 Million 2.03% of portfolio
45,388
Q2 2023 Reduced 0.06%
$145B
$9.27 Million 1.98% of portfolio
29,755
Q1 2025 Reduced 1.33%
$393B
$9.14 Million 1.95% of portfolio
53,642
Q1 2025 Reduced 1.29%
$149B
$8.96 Million 1.92% of portfolio
42,325
Q1 2024 Reduced 0.39%
$655B
$8.06 Million 1.72% of portfolio
15,137
Q3 2023 Reduced 1.3%
$429B
$7.37 Million 1.58% of portfolio
61,953
Q2 2024 Added 2.0%
$231B
$5.64 Million 1.21% of portfolio
18,045
Q3 2024 Reduced 2.17%
$69.9B
$5.37 Million 1.15% of portfolio
49,000
Q1 2019 Reduced 2.0%
$163B
$5.3 Million 1.13% of portfolio
34,500
Q4 2020 Reduced 10.39%
$121B
$5.21 Million 1.11% of portfolio
30,561
Q4 2024 Reduced 0.2%
$230B
$4.78 Million 1.02% of portfolio
36,050
Q2 2023 Reduced 18.19%
$55.6B
$4.17 Million 0.89% of portfolio
17,600
Q1 2020 Reduced 0.56%
$421B
$4.18 Million 0.89% of portfolio
29,900
Q4 2022 Reduced 3.24%
$75.6B
$3.81 Million 0.81% of portfolio
60,000
Q2 2020 Reduced 6.25%
$25B
$3.62 Million 0.77% of portfolio
20,600
Q4 2020 Reduced 8.85%
$213B
$3.23 Million 0.69% of portfolio
12,000
Q2 2022 Reduced 20.0%
$178B
$2.92 Million 0.62% of portfolio
19,463
Q4 2024 Reduced 2.5%
$137B
$2.75 Million 0.59% of portfolio
11,640
Q1 2024 Reduced 0.85%
$446B
$2.73 Million 0.58% of portfolio
2,890
Q4 2022 Reduced 17.19%
$69.6B
$2.71 Million 0.58% of portfolio
24,650
Q1 2025 Reduced 0.04%
$77.2B
$2.64 Million 0.56% of portfolio
28,133
Q4 2023 Reduced 0.12%
$310B
$2.55 Million 0.55% of portfolio
35,600
Q1 2025 Reduced 1.73%
$371B
$2.42 Million 0.52% of portfolio
6,610
Q1 2025 Added 10.13%
$45.4B
$2.04 Million 0.44% of portfolio
9,749
Q4 2021 Reduced 0.19%
$204B
$1.99 Million 0.43% of portfolio
3,640
Q4 2020 Reduced 14.15%
$243B
$2 Million 0.43% of portfolio
17,900
Q3 2017 New
$327B
$1.94 Million 0.41% of portfolio
17,865
Q1 2025 Added 50.13%
$1.03T
$1.63 Million 0.35% of portfolio
10,430
Q1 2025 Reduced 4.84%
$99.6B
$1.64 Million 0.35% of portfolio
26,938
Q3 2023 Reduced 0.37%
$276B
$1.58 Million 0.34% of portfolio
3,010
Q1 2025 Reduced 0.17%
$320B
$1.34 Million 0.29% of portfolio
10,100
Q4 2023 Reduced 4.72%
$1.01T
$1.21 Million 0.26% of portfolio
7,820
Q1 2023 Reduced 2.49%
$0
$1.18 Million 0.25% of portfolio
2,096
Q1 2025 Added 0.14%
$267B
$1.17 Million 0.25% of portfolio
6,990
Q1 2025 Added 12.92%
$142B
$1.12 Million 0.24% of portfolio
3,000
Q3 2017 New
$0
$1.1 Million 0.24% of portfolio
1,972
Q1 2025 Reduced 5.6%
$347B
$1.04 Million 0.22% of portfolio
24,880
Q1 2024 Reduced 0.99%
$0
$952,000 0.2% of portfolio
16,665
Q1 2025 Added 15.57%
$137B
$886,000 0.19% of portfolio
3,800
Q1 2024 Reduced 0.39%
$254B
$848,000 0.18% of portfolio
4,239
Q2 2024 Reduced 0.12%
$48.5B
$833,000 0.18% of portfolio
1,330
Q1 2024 Reduced 3.62%
$214B
$814,000 0.17% of portfolio
6,983
Q1 2025 Reduced 6.68%
$174B
$656,000 0.14% of portfolio
9,015
Q1 2025 New
$1.53B
$571,000 0.12% of portfolio
82,625
Q1 2024 Reduced 0.3%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $468 Million
  • Prior Value $501 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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