INGLES MKTS INC IMKTA
CL A · Common Stock · CUSIP 457030104 · ISIN US4570301048
American regional supermarket chain
- SectorConsumer staples
- IndustryRetail-Grocery Stores
- HeadquartersAsheville, NC
- Founded1963
- Websiteingles-markets.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($10.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $89.88. Options: 3 managers hold calls ($7.1m notional), 0 hold puts (—).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 205 |
| Q4 2022 | 215 |
| Q1 2023 | 226 |
| Q2 2023 | 206 |
| Q3 2023 | 201 |
| Q4 2023 | 206 |
| Q1 2024 | 199 |
| Q2 2024 | 203 |
| Q3 2024 | 210 |
| Q4 2024 | 202 |
| Q1 2025 | 204 |
| Q2 2025 | 196 |
| Q3 2025 | 198 |
| Q4 2025 | 203 |
| Q1 2026 | 232 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 120 | 74 |
| Q3 2024 | 101 | 86 |
| Q4 2024 | 100 | 109 |
| Q1 2025 | 86 | 99 |
| Q2 2025 | 101 | 95 |
| Q3 2025 | 106 | 77 |
| Q4 2025 | 85 | 98 |
| Q1 2026 | 121 | 82 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $962.7k | $639.5k | 0.66 |
| Q3 2025 | $1.5m | $19.9k | 0.01 |
| Q4 2025 | $4.8m | $6.9k | 0.00 |
| Q1 2026 | $7.1m | $0 | 0.00 |
Biggest buyers
| Summer Road LLC | Added | +431.2k |
| Empowered Funds, LLC | New | +111.5k |
| JPMORGAN CHASE & CO | Added | +74.3k |
| TOWLE & CO | New | +70.5k |
| MILLENNIUM MANAGEMENT LLC | Added | +69.8k |
| AMERICAN CENTURY COMPANIES INC | Added | +68.1k |
| FRANKLIN RESOURCES INC | Added | +57.2k |
| Tidal Investments LLC | New | +53.0k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +51.7k |
| UBS Group AG | Added | +51.4k |
Biggest sellers
| ROYCE & ASSOCIATES LP | Reduced | -131.0k |
| LSV ASSET MANAGEMENT | Reduced | -104.1k |
| TWO SIGMA ADVISERS, LP | Sold out | -76.2k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -74.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | -66.0k |
| D. E. Shaw & Co., Inc. | Reduced | -52.7k |
| River Road Asset Management, LLC | Reduced | -50.9k |
| Vestcor Inc | Reduced | -39.1k |
| Universal- Beteiligungs- und Servicegesellschaft mbH | Sold out | -36.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -17.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.5m38.7k shares |
| JANE STREET GROUP, LLC | Added | $1.9m21.1k shares |
| CITADEL ADVISORS LLC | Reduced | $1.7m18.7k shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BRANDES INVESTMENT PARTNERS, LP 13G · institution +2.4 pts · filed 2025-11-13 | 8.0% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution filed 2025-04-15 | 6.8% |
| River Road Asset Management, LLC 13G · exempt (held before listing) filed 2025-02-06 | 6.7% |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC 13G · institution new · filed 2026-08-14 | 5.3% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 1 | $1.4m | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 1.3m $114.7m | Added +21.5k |
| BRANDES INVESTMENT PARTNERS, LP 0.80% of their portfolio | 1.3m $112.6m | Added +45.6k |
| River Road Asset Management, LLC 0.97% of their portfolio | 956.4k $86.0m | Reduced -50.9k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 916.2k $82.4m | Added +2.8k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 641.2k $57.6m | Added +68.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 622.9k $56.0m | First filing |
| GAMCO INVESTORS, INC. ET AL 0.51% of their portfolio | 573.9k $51.6m | Reduced -1.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 550.0k $49.4m | First filing |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 462.7k $41.6m | Added +51.7k |
| Summer Road LLC 27.45% of their portfolio | 433.7k $39.0m | Added +431.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 415.7k $37.4m | Reduced -66.0k |
| STATE STREET CORP 0.00% of their portfolio | 397.0k $35.7m | Reduced -3.8k |
| Bragg Financial Advisors, Inc 1.08% of their portfolio | 379.8k $34.1m | Added +7.6k |
| GABELLI FUNDS LLC 0.22% of their portfolio | 361.9k $32.5m | Reduced -6.6k |
| Allianz Asset Management GmbH 0.02% of their portfolio | 239.1k $21.5m | Added +30.1k |
| GATE CITY CAPITAL MANAGEMENT, LLC 7.75% of their portfolio | 221.4k $19.9m | Added +13.8k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.43% of their portfolio | 209.0k $18.8m | Reduced -7.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 197.6k $17.8m | Added +16.4k |
| MORGAN STANLEY 0.00% of their portfolio | 195.0k $17.5m | Added +12.9k |
| Wallace Capital Management Inc. 1.99% of their portfolio | 192.3k $17.3m | Added +46.7k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 190.1k $17.1m | Unchanged |
| ROYCE & ASSOCIATES LP 0.15% of their portfolio | 168.0k $15.1m | Reduced -131.0k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.24% of their portfolio | 131.9k $11.9m | Reduced -4.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 131.3k $11.8m | Added +5.7k |
| UBS Group AG 0.00% of their portfolio | 118.5k $10.6m | Added +51.4k |
| Empowered Funds, LLC 0.06% of their portfolio | 111.5k $10.0m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 102.5k $9.2m | Added +74.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 98.0k $8.8m | Added +1.3k |
| DENALI ADVISORS LLC 0.97% of their portfolio | 96.8k $8.7m | Reduced -322 |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% of their portfolio | 92.2k $8.3m | Reduced -210 |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 90.3k $8.1m | Added +69.8k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 88.5k $8.0m | First filing |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 75.3k $6.8m | Reduced -74.0k |
| TOWLE & CO 2.46% of their portfolio | 70.5k $6.3m | New |
| SEI INVESTMENTS CO 0.01% of their portfolio | 64.7k $5.8m | Added +49.7k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 62.7k $5.6m | Added +57.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 62.4k $5.6m | Added +5.4k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 61.5k $5.5m | Reduced -6.0k |
| FCA CORP /TX 1.48% of their portfolio | 58.4k $5.2m | Added +1.3k |
| Creative Planning 0.00% of their portfolio | 57.2k $5.1m | Added +20.3k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 56.9k $5.1m | Added +26.8k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 56.5k $5.1m | Reduced -52.7k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 55.0k $4.9m | Added +3.0k |
| Tidal Investments LLC 0.01% of their portfolio | 53.0k $4.8m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 52.6k $4.7m | Added +9.5k |
| Invesco Ltd. 0.00% of their portfolio | 50.8k $4.6m | Reduced -6.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 50.2k $4.5m | Added +35.1k |
| HRT FINANCIAL LP 0.02% of their portfolio | 49.3k $4.4m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 45.3k $4.1m | Reduced -16.1k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio | 44.4k $4.0m | Reduced -3.4k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 40.8k $3.7m | First filing |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 38.2k $3.4m | Added +2.0k |
| FIFTH THIRD BANCORP 0.01% of their portfolio | 34.2k $3.1m | New |
| Ballast Asset Management, LP 1.28% of their portfolio | 32.0k $2.9m | Added +775 |
| MARSHALL WACE, LLP 0.00% of their portfolio | 31.3k $2.8m | New |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 31.0k $2.8m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 30.6k $2.8m | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 29.3k $2.6m | Added +171 |
| Swiss National Bank 0.00% of their portfolio | 28.7k $2.6m | Unchanged |
| Linden Thomas Advisory Services, LLC 0.25% of their portfolio | 28.4k $2.5m | Added +14.1k |
| Polaris Capital Management, LLC 0.20% of their portfolio | 27.0k $2.4m | Reduced -5.3k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 25.8k $2.3m | Reduced -70 |
| VELA Investment Management, LLC 0.58% of their portfolio | 25.2k $2.3m | Added +330 |
| Factorial Partners, LLC 1.63% of their portfolio | 25.0k $2.2m | Reduced -3.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 23.7k $2.1m | Added +1.7k |
| MARTINGALE ASSET MANAGEMENT L P 0.05% of their portfolio | 23.6k $2.1m | Added +2.5k |
| Baker Ellis Asset Management LLC 0.24% of their portfolio | 22.6k $2.0m | Reduced -725 |
| DARK FOREST CAPITAL MANAGEMENT LP 0.17% of their portfolio | 21.0k $1.9m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 20.7k $1.9m | Added +7.5k |
| Susquehanna Portfolio Strategies, LLC 0.03% of their portfolio | 20.3k $1.8m | Added +6.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 20.3k $1.8m | Reduced -3.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 19.1k $1.7m | Reduced -638 |
| LPL Financial LLC 0.00% of their portfolio | 17.7k $1.6m | Added +4.2k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 17.6k $1.6m | Added +10.4k |
| Sanctuary Advisors, LLC 0.01% of their portfolio | 17.1k $1.5m | Added +9.5k |
| GREAT LAKES ADVISORS, LLC 0.01% of their portfolio | 16.4k $1.5m | Added +591 |
| Quantinno Capital Management LP 0.00% of their portfolio | 16.1k $1.4m | Added +1.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 14.6k $1.3m | Added +3.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 14.3k $1.3m | Added +1.8k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 14.0k $1.3m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 13.5k $1.2m | Reduced -108 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 13.2k $1.2m | Reduced -85 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 13.1k $1.2m | Added +1.5k |
| Squarepoint Ops LLC 0.00% of their portfolio | 13.0k $1.2m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 12.7k $871.7k | Reduced -2.5k |
| AMG National Trust Bank 0.02% of their portfolio | 12.5k $1.1m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 12.0k $1.1m | Added +6.1k |
| Legal & General Group Plc 0.00% of their portfolio | 11.9k $1.1m | Reduced -1.8k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.02% of their portfolio | 11.8k $1.1m | Reduced -2.0k |
| Mutual Advisors, LLC 0.02% of their portfolio | 11.6k $1.0m | New |
| BARCLAYS PLC 0.00% of their portfolio | 11.3k $1.0m | Reduced -17.2k |
| DGS Capital Management, LLC 0.17% of their portfolio | 11.3k $1.0m | Reduced -357 |
| JAMES INVESTMENT RESEARCH, INC. 0.11% of their portfolio | 11.0k $985.0k | Unchanged |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 10.9k $981.3k | First filing |
| Atria Investments, Inc 0.01% of their portfolio | 10.6k $957.0k | Added +1.2k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 10.6k $954.7k | New |
| Quadrature Capital Ltd 0.01% of their portfolio | 10.6k $953.3k | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 10.5k $944.0k | Unchanged |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.07% of their portfolio | 10.1k $907.9k | Unchanged |
| ALGERT GLOBAL LLC 0.01% of their portfolio | 9.3k $837.8k | New |