Independent Investors Inc Portfolio Holdings

Independent Investors Inc

  • $455 Million
  • Q2 2025

Independent Investors Inc has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $455 Million distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $230M, Microsoft Corp with a value of $27.1M, Jpmorgan Chase & CO with a value of $16.5M, Johnson & Johnson with a value of $11M, and Honeywell International Inc with a value of $9.86M.

Examining the 13F form we can see an decrease of $12.1M in the current position value, from $468M to 455M.

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

Portfolio value $455 Million
Technology: $278 Million
Healthcare: $47.6 Million
Industrials: $42.3 Million
Financial Services: $32.9 Million
Consumer Defensive: $18.8 Million
Consumer Cyclical: $14.3 Million
Communication Services: $8.43 Million
Energy: $8.22 Million
Other: $4.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$230 Million 50.57% of portfolio
1,122,721
Q2 2025 Reduced 2.84%
$3.77T
$27.1 Million 5.95% of portfolio
54,523
Q1 2025 Reduced 0.01%
$855B
$16.5 Million 3.62% of portfolio
56,934
Q1 2024 Reduced 0.2%
$439B
$11 Million 2.41% of portfolio
71,771
Q1 2025 Reduced 0.07%
$159B
$9.86 Million 2.16% of portfolio
42,325
Q1 2024 Reduced 0.39%
$17.2B
$9.17 Million 2.01% of portfolio
26,267
Q2 2025 Reduced 17.31%
$331B
$8.42 Million 1.85% of portfolio
45,388
Q2 2023 Reduced 0.06%
$375B
$8.34 Million 1.83% of portfolio
52,342
Q2 2025 Reduced 2.42%
$164B
$8.31 Million 1.82% of portfolio
29,755
Q1 2025 Reduced 1.33%
$622B
$7.35 Million 1.61% of portfolio
15,137
Q3 2023 Reduced 1.3%
$452B
$6.68 Million 1.47% of portfolio
61,953
Q2 2024 Added 2.0%
$642B
$6.54 Million 1.44% of portfolio
29,900
Q4 2022 Reduced 3.24%
$85.3B
$6.53 Million 1.43% of portfolio
49,000
Q1 2019 Reduced 2.0%
$136B
$6.38 Million 1.4% of portfolio
30,461
Q2 2025 Reduced 0.33%
$416B
$6.08 Million 1.33% of portfolio
38,465
Q2 2025 Added 115.31%
$221B
$5.63 Million 1.24% of portfolio
45,401
Q1 2025 Added 0.3%
$220B
$5.2 Million 1.14% of portfolio
17,795
Q2 2025 Reduced 1.39%
$220B
$4.9 Million 1.08% of portfolio
36,050
Q2 2023 Reduced 18.19%
$64.9B
$4.51 Million 0.99% of portfolio
17,600
Q1 2020 Reduced 0.56%
$95B
$4.26 Million 0.94% of portfolio
60,000
Q2 2020 Reduced 6.25%
$227B
$3.83 Million 0.84% of portfolio
12,000
Q2 2022 Reduced 20.0%
$26.6B
$3.77 Million 0.83% of portfolio
20,600
Q4 2020 Reduced 8.85%
$417B
$2.86 Million 0.63% of portfolio
2,890
Q4 2022 Reduced 17.19%
$141B
$2.68 Million 0.59% of portfolio
11,640
Q1 2024 Reduced 0.85%
$239B
$2.58 Million 0.57% of portfolio
3,640
Q4 2020 Reduced 14.15%
$201B
$2.57 Million 0.56% of portfolio
19,463
Q4 2024 Reduced 2.5%
$74B
$2.56 Million 0.56% of portfolio
28,133
Q4 2023 Reduced 0.12%
$301B
$2.52 Million 0.55% of portfolio
35,600
Q1 2025 Reduced 1.73%
$73.8B
$2.49 Million 0.55% of portfolio
24,650
Q1 2025 Reduced 0.04%
$50.6B
$2.45 Million 0.54% of portfolio
9,749
Q4 2021 Reduced 0.19%
$380B
$2.31 Million 0.51% of portfolio
6,310
Q2 2025 Reduced 4.54%
$251B
$2.17 Million 0.48% of portfolio
17,900
Q3 2017 New
$1.17T
$1.65 Million 0.36% of portfolio
9,300
Q2 2025 Reduced 10.83%
$102B
$1.25 Million 0.27% of portfolio
26,938
Q3 2023 Reduced 0.37%
$149B
$1.19 Million 0.26% of portfolio
3,000
Q3 2017 New
$383B
$1.18 Million 0.26% of portfolio
24,880
Q1 2024 Reduced 0.99%
$1.14T
$1.15 Million 0.25% of portfolio
6,520
Q2 2025 Reduced 16.62%
$320B
$1.15 Million 0.25% of portfolio
10,100
Q4 2023 Reduced 4.72%
$2.64B
$1.13 Million 0.25% of portfolio
82,625
Q1 2024 Reduced 0.3%
$283B
$1.09 Million 0.24% of portfolio
4,239
Q2 2024 Reduced 0.12%
$54.8B
$1 Million 0.22% of portfolio
1,330
Q1 2024 Reduced 3.62%
$237B
$983,000 0.22% of portfolio
6,983
Q1 2025 Reduced 6.68%
$294B
$979,000 0.21% of portfolio
6,840
Q2 2025 Reduced 2.15%
$267B
$918,000 0.2% of portfolio
2,945
Q2 2025 Reduced 2.16%
$141B
$843,000 0.19% of portfolio
3,800
Q1 2024 Reduced 0.39%
$182B
$841,000 0.18% of portfolio
9,015
Q1 2025 New
$101B
$672,000 0.15% of portfolio
1,320
Q1 2025 Added 38.95%
$253B
$692,000 0.15% of portfolio
2,350
Q4 2023 Reduced 22.95%
$280B
$573,000 0.13% of portfolio
8,270
Q1 2025 Added 50.36%

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $455 Million
  • Prior Value $468 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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