INDEPENDENT INVESTORS INC

NESCONSET, NY · CIK 1121908 · 13F filing filed 2024-10-24

SEC-registered investment adviser since 1983 · corporation

Assets managed$571.9m
Staff6 · 2 in investment roles
Main clients (by assets)Charities 49%, High net worth individuals 49%, Individuals 3%
Form ADV · 2026-09-22SEC adviser record

$493.5m reported value +8.3% vs Q2 2024

69positions

77.1%in top 10

2 new 1 added 7 reduced 0 sold out vs Q2 2024

Holdings, Q3 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	1,191,039	$277.5m56.24%	56.24%	Reduced -4.2k	-4,200 -0.3%
2	MICROSOFT CORP COM MSFT	MSFT	54,628	$23.5m4.76%	4.76%	Unchanged
3	JPMORGAN CHASE & CO COM JPM	JPM	56,934	$12.0m2.43%	2.43%	Unchanged
4	JOHNSON & JOHNSON COM JNJ	JNJ	71,821	$11.6m2.36%	2.36%	Unchanged
5	WATERS CORP COM WAT	WAT	31,867	$11.5m2.32%	2.32%	Unchanged
6	AMGEN INC COM AMGN	AMGN	30,155	$9.7m1.97%	1.97%	Unchanged
7	PROCTER AND GAMBLE CO COM PG	PG	54,742	$9.5m1.92%	1.92%	Unchanged
8	ABBVIE INC COM ABBV	ABBV	45,388	$9.0m1.82%	1.82%	Unchanged
9	HONEYWELL INTL INC COM COM		42,325	$8.7m1.77%	1.77%	Unchanged
10	EXXON MOBIL CORP COM XOM	XOM	61,953	$7.3m1.47%	1.47%	Unchanged
11	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	15,137	$7.0m1.41%	1.41%	Unchanged
12	QUALCOMM INC COM QCOM	QCOM	34,500	$5.9m1.19%	1.19%	Unchanged
13	MCDONALDS CORP COM MCD	MCD	18,045	$5.5m1.11%	1.11%	Reduced -400	-400 -2.2%
14	EMERSON ELEC CO COM EMR	EMR	49,000	$5.4m1.09%	1.09%	Unchanged
15	NIKE INC CL B NKE	NKE	60,000	$5.3m1.07%	1.07%	Unchanged
16	ORACLE CORP COM ORCL	ORCL	29,900	$5.1m1.03%	1.03%	Unchanged
17	BOEING CO COM BA	BA	30,621	$4.7m0.94%	0.94%	Unchanged
18	NORFOLK SOUTHN CORP COM NSC	NSC	17,600	$4.4m0.89%	0.89%	Unchanged
19	DISNEY WALT CO COM DIS	DIS	45,264	$4.4m0.88%	0.88%	Reduced -300	-300 -0.7%
20	ABBOTT LABS COM ABT	ABT	36,050	$4.1m0.83%	0.83%	Unchanged
21	DOVER CORP COM DOV	DOV	20,600	$3.9m0.80%	0.80%	Unchanged
22	PEPSICO INC COM PEP	PEP	19,963	$3.4m0.69%	0.69%	Unchanged
23	UNITED PARCEL SERVICE INC CL B UPS	UPS	24,811	$3.4m0.69%	0.69%	Unchanged
24	AMERICAN EXPRESS CO COM AXP	AXP	12,000	$3.3m0.66%	0.66%	Unchanged
25	COLGATE PALMOLIVE CO COM CL	CL	28,133	$2.9m0.59%	0.59%	Unchanged
26	UNION PAC CORP COM UNP	UNP	11,640	$2.9m0.58%	0.58%	Unchanged
27	COCA COLA CO COM KO	KO	36,225	$2.6m0.53%	0.53%	Unchanged
28	COSTCO WHSL CORP NEW COM COST	COST	2,890	$2.6m0.52%	0.52%	Unchanged
29	HOME DEPOT INC COM HD	HD	6,002	$2.4m0.49%	0.49%	Unchanged
30	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	9,749	$2.3m0.47%	0.47%	Unchanged
31	HOWARD HUGHES HOLDINGS INC COM HHH	HHH	29,012	$2.2m0.46%	0.46%	Unchanged
32	NOVARTIS AG SPONSORED ADR NVS	NVS	17,900	$2.1m0.42%	0.42%	Unchanged
33	ALPHABET INC CAP STK CL C GOOG	GOOG	10,960	$1.8m0.37%	0.37%	Unchanged
34	GOLDMAN SACHS GROUP INC COM GS	GS	3,640	$1.8m0.37%	0.37%	Unchanged
35	UNITEDHEALTH GROUP INC COM UNH	UNH	3,015	$1.8m0.36%	0.36%	Reduced -200	-200 -6.2%
36	NVIDIA CORPORATION COM NVDA	NVDA	11,900	$1.4m0.29%	0.29%	Unchanged
37	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	26,938	$1.4m0.28%	0.28%	Unchanged
38	ALPHABET INC CAP STK CL A GOOGL	GOOGL	7,820	$1.3m0.26%	0.26%	Unchanged
39	ISHARES TR CORE S&P500 ETF IVV	IVV	2,103	$1.2m0.25%	0.25%	Reduced -40	-40 -1.9%
40	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,089	$1.2m0.24%	0.24%	Added +334	+334 19.0%
41	STRYKER CORPORATION COM SYK	SYK	3,000	$1.1m0.22%	0.22%	Unchanged
42	UNITED RENTALS INC COM URI	URI	1,330	$1.1m0.22%	0.22%	Unchanged
43	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	10,100	$1.1m0.22%	0.22%	Unchanged
44	LOWES COS INC COM LOW	LOW	3,800	$1.0m0.21%	0.21%	Unchanged
45	BANK AMERICA CORP COM BAC	BAC	24,880	$987.2k0.20%	0.20%	Unchanged
46	CHEVRON CORP NEW COM CVX	CVX	6,190	$911.6k0.18%	0.18%	Unchanged
47	KENVUE INC COM KVUE	KVUE	39,219	$907.1k0.18%	0.18%	Unchanged
48	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	14,420	$858.1k0.17%	0.17%	Unchanged
49	GE AEROSPACE COM NEW GE	GE	4,239	$799.4k0.16%	0.16%	Unchanged
50	PURECYCLE TECHNOLOGIES INC COM PCT	PCT	82,625	$784.9k0.16%	0.16%	Unchanged
51	MORGAN STANLEY COM NEW MS	MS	7,483	$780.0k0.16%	0.16%	Unchanged
52	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,350	$519.5k0.11%	0.11%	Unchanged
53	KINDER MORGAN INC DEL COM KMI	KMI	22,716	$501.8k0.10%	0.10%	Unchanged
54	EATON CORP PLC SHS ETN	ETN	1,215	$402.7k0.08%	0.08%	Unchanged
55	PFIZER INC COM PFE	PFE	13,290	$384.6k0.08%	0.08%	Unchanged
56	VISA INC COM CL A V	V	1,380	$379.4k0.08%	0.08%	Unchanged
57	AIR PRODS & CHEMS INC COM APD	APD	996	$296.5k0.06%	0.06%	Unchanged
58	CISCO SYS INC COM CSCO	CSCO	5,500	$292.7k0.06%	0.06%	Unchanged
59	MERCK & CO INC COM MRK	MRK	2,500	$283.9k0.06%	0.06%	Unchanged
60	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	950	$266.4k0.05%	0.05%	Unchanged
61	ISHARES TR MSCI INDIA ETF INDA	INDA	4,500	$263.4k0.05%	0.05%	Unchanged
62	GE VERNOVA INC COM GEV	GEV	1,027	$261.9k0.05%	0.05%	New
63	ISHARES TR S&P MC 400GR ETF IJK	IJK	2,800	$257.4k0.05%	0.05%	Unchanged
64	MONDELEZ INTL INC CL A MDLZ	MDLZ	3,300	$243.1k0.05%	0.05%	Unchanged
65	ELEMENT SOLUTIONS INC COM ESI	ESI	8,575	$232.9k0.05%	0.05%	Unchanged
66	BAXTER INTL INC COM BAX	BAX	5,635	$214.0k0.04%	0.04%	Reduced -2.0k	-2,000 -26.2%
67	BLACKROCK INC COM BLK	BLK	225	$213.6k0.04%	0.04%	New
68	SCHLUMBERGER LTD COM STK SLB	SLB	4,823	$202.3k0.04%	0.04%	Reduced -400	-400 -7.7%
69	LISTED FD TR ROUNDHILL BALL METV	METV	10,000	$134.9k0.03%	0.03%	Unchanged