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Independent Investors Inc.

CIK 1121908 · latest 13F filed 30 October 2026 · Read the filing on EDGAR

Independent Investors Inc. reported 72 US-listed holdings worth $566.4 million in its 13F for the quarter ended 30 September 2026, filed 30 October 2026. Its largest: Apple Inc. (58.3%), Microsoft Corp. (4.7%) and Johnson & Johnson (3.3%). Against the quarter before, it opened 1 position, added to 5, trimmed 10 and sold out of 2.

Reported holdings$566.4M+8.2% on Q2 2026
Positions72-1 on Q2 2026
The largest ten79.6%of its reported holdings
Latest 13FQ3 2026filed 30 October 2026
Where the money is
Added toHeldTrimmed
AAPL58.3%MSFT4.7%JNJ3.3%JPM3.1%AMGN2.2%ABBV1.9%XOM1.7%WAT1.6%NVDA1.6%EMR1.3%BRKB1.1%QCOM1.1%BANSC58 more16.3%

The 14 largest of its 72 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $493.5 million in 69 positions$493MQ3 24Q4 2024: $505.2 million in 66 positions$505MQ4 24Q1 2025: $471.3 million in 70 positions$471MQ1 25Q2 2025: $459.1 million in 67 positions$459MQ2 25Q3 2025: $519.6 million in 70 positions$520MQ3 25Q4 2025: $538.1 million in 69 positions$538MQ4 25Q1 2026: $503.6 million in 70 positions$504MQ1 26Q2 2026: $523.6 million in 73 positions$524MQ2 26Q3 2026: $566.4 million in 72 positions$566MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +31.2% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +31.2%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 1Added 5Held 56Trimmed 10Sold out 2
Opened: 1Added: 5Held: 56Trimmed: 10Sold out: 2

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 1

  1. Pershing Square Inc. PS$223,760

Added to 5

  1. Honeywell Aerospace Inc. HONA+15,000 shares · +279%
  2. Invesco QQQ Trust QQQ+240 shares · +63%
  3. SPDR S&P 500 SPY+122 shares · +6%
  4. NVIDIA Corp. NVDA+245 shares · +1%
  5. iShares Core S&P 500 ETF IVV+40 shares · +2%

Trimmed 10

  1. Apple Inc. AAPL-36,844 shares · -4%
  2. Microsoft Corp. MSFT-600 shares · -1%
  3. JPMorgan Chase & Co. JPM-450 shares · -1%
  4. McDonald's Corp. MCD-300 shares · -2%
  5. ExxonMobil Holdings Corp. XOM-200 shares · -0%
  6. Bank of America Corp. BAC-500 shares · -2%
  7. Costco Wholesale Corp. COST-25 shares · -1%
  8. Uber Technologies, Inc. UBER-250 shares · -3%

and 2 more in the table below

Sold out of 2

  1. iShares Trust INDA$207,932 last quarter
  2. Seaport Entertainment Group In SEG$201,734 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Apple Inc. AAPL991.1K$330.1 million58.28%-36.8K
Microsoft Corp. MSFT51.5K$26.4 million4.66%-600
Johnson & Johnson JNJ70.4K$18.6 million3.29%no change
JPMorgan Chase & Co. JPM53.8K$17.8 million3.14%-450
Amgen Inc. AMGN29.2K$12.3 million2.17%no change
AbbVie Inc. ABBV40.3K$10.5 million1.86%no change
ExxonMobil Holdings Corp. XOM58.4K$9.5 million1.68%-200
Waters Corp. WAT20.7K$9.1 million1.60%no change
NVIDIA Corp. NVDA38.5K$8.8 million1.55%+245
Emerson Electric Co. EMR48.9K$7.6 million1.34%no change
Berkshire Hathaway Inc. Class B BRKB12.6K$6.3 million1.11%no change
Qualcomm Inc. QCOM33.6K$6.2 million1.09%no change
Boeing Co. BA29.5K$5.5 million0.97%no change
Norfolk Southern Corp. NSC17.0K$5.3 million0.93%no change
Procter & Gamble Co. PG35.4K$5.1 million0.91%no change
Walt Disney Co. DIS43.6K$4.6 million0.81%no change
Honeywell International Inc. HON20.4K$4.3 million0.76%no change
Oracle Corp. ORCL29.9K$4.1 million0.72%no change
Dover Corp. DOV20.4K$3.8 million0.67%no change
McDonald's Corp. MCD16.3K$3.8 million0.67%-300
American Express Co. AXP11.0K$3.3 million0.59%no change
Honeywell Aerospace Inc. HONA20.4K$3.2 million0.56%+15.0K
Goldman Sachs Group Inc. GS3.5K$3.1 million0.55%no change
Coca-Cola Co. KO35.5K$3.1 million0.54%no change
Union Pacific Corp. UNP11.1K$3.0 million0.54%no change
Abbott Laboratories ABT27.8K$2.8 million0.49%no change
Alphabet Inc. GOOG7.8K$2.7 million0.47%no change
Novartis AG NVS17.9K$2.6 million0.45%no change
L3Harris Technologies, Inc. LHX9.7K$2.3 million0.41%no change
Colgate-Palmolive Co. CL26.8K$2.3 million0.40%no change
United Parcel Service Inc. UPS24.0K$2.2 million0.40%no change
Costco Wholesale Corp. COST2.4K$2.2 million0.38%-25
Nike, Inc. NKE60.0K$2.1 million0.38%no change
Howard Hughes Holdings Inc. HHH28.6K$2.1 million0.37%no change
iShares Core S&P 500 ETF IVV2.1K$1.6 million0.29%+40
Bristol-Myers Squibb Co. BMY25.4K$1.6 million0.28%no change
SPDR S&P 500 SPY2.0K$1.6 million0.28%+122
Alphabet Inc. GOOGL4.4K$1.5 million0.27%no change
Home Depot, Inc. HD5.0K$1.4 million0.25%no change
United Rentals, Inc. URI1.3K$1.3 million0.23%no change
CrowdStrike Holdings, Inc. CRWD5.0K$1.3 million0.23%no change
Bank of America Corp. BAC24.1K$1.3 million0.23%-500
Morgan Stanley MS6.5K$1.2 million0.22%no change
Chevron Corp. CVX5.4K$1.1 million0.20%no change
Alibaba Group Holding Limited BABA10.1K$1.1 million0.19%no change
General Electric Co. GE3.3K$1.0 million0.18%no change
PepsiCo Inc. PEP8.2K$1.0 million0.18%-100
GE Vernova Inc. GEV907$862,0940.15%no change
Stryker Corp. SYK3.0K$826,1700.15%no change
UnitedHealth Group Inc. UNH2.2K$818,5880.14%no change
J P Morgan Exchange Traded F JEPI14.1K$789,9470.14%-200
Pershing Square USA Equi PSUS20.0K$742,0000.13%no change
Lowe's Companies Inc. LOW3.8K$700,3020.12%no change
Cisco Systems, Inc. CSCO6.2K$663,0010.12%no change
Amazon.com Inc. AMZN2.4K$600,4520.11%no change
Uber Technologies, Inc. UBER8.6K$591,2410.10%-250
Solstice Advanced Materials Inc. SOLS10.1K$570,4650.10%no change
Kinder Morgan, Inc. KMI18.6K$561,2720.10%no change
International Business Machines Corp. IBM2.4K$516,8360.09%no change
Eaton Corp. plc ETN1.2K$515,6520.09%no change
JPMorgan Nasdaq Equity Premium JEPQ8.4K$515,1970.09%no change
Visa Inc. V1.4K$495,8750.09%no change
Invesco QQQ Trust QQQ623$460,8770.08%+240
Merck & Co., Inc. MRK2.5K$363,2750.06%no change
PureCycle Technologies, Inc. PCT80.6K$355,3000.06%no change
Pfizer Inc. PFE11.7K$332,2580.06%no change
iShares Trust IJK2.8K$306,9080.05%no change
Pershing Square Inc. PS4.0K$223,7600.04%new
Vanguard Ftse Emerging Markets VWO3.6K$216,4820.04%no change
SLB Limited SLB4.4K$215,5860.04%no change
Roundhill Ball Metaverse ETF METV10.0K$209,1000.04%no change
Air Products & Chemicals, Inc. APD746$207,5600.04%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 2 it sold out of are in the box above.