Filed: 10/23/2023ACC: 0001104659-23-110704
📋 What this filing means
INDEPENDENT INVESTORS INC filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $394.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$394.21M
Total AUM (reported)
2.63M
Total Shares
Allocation by class
COMMON STOCK$394.21M100.0%
Portfolio Concentration
Top 3$244.10M61.9%
4–10$55.14M14.0%
11–25$59.01M15.0%
Rest$35.96M9.1%
Top 3 weight
61.9%
Top 10 weight
75.9%
Voting Authority Distribution
Total shares with voting rights: 2.63M
Sole
Full voting authority
2.63M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole67
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings67
Rows:
Apple Inc.
SOLEShares1.26M
TypeSH
Market value$215.59M
54.69%
Sole
1.26M
Shared
0.00
None
0.00
Microsoft Corporation
SOLEShares54.66K
TypeSH
Market value$17.26M
4.38%
Sole
54.66K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares72.23K
TypeSH
Market value$11.25M
2.85%
Sole
72.23K
Shared
0.00
None
0.00
Waters Corporation
SOLEShares31.87K
TypeSH
Market value$8.74M
2.22%
Sole
31.87K
Shared
0.00
None
0.00
JPMorgan Chase & Co.
SOLEShares56.95K
TypeSH
Market value$8.26M
2.10%
Sole
56.95K
Shared
0.00
None
0.00
Amgen Inc.
SOLEShares30.54K
TypeSH
Market value$8.21M
2.08%
Sole
30.54K
Shared
0.00
None
0.00
Procter & Gamble Company
SOLEShares55.85K
TypeSH
Market value$8.15M
2.07%
Sole
55.85K
Shared
0.00
None
0.00
Honeywell International Inc.
SOLEShares42.49K
TypeSH
Market value$7.85M
1.99%
Sole
42.49K
Shared
0.00
None
0.00
Exxon Mobil Corporation
SOLEShares61.03K
TypeSH
Market value$7.18M
1.82%
Sole
61.03K
Shared
0.00
None
0.00
AbbVie Inc.
SOLEShares45.39K
TypeSH
Market value$6.77M
1.72%
Sole
45.39K
Shared
0.00
None
0.00
Boeing Company
SOLEShares30.90K
TypeSH
Market value$5.92M
1.50%
Sole
30.90K
Shared
0.00
None
0.00
Nike, Inc.
SOLEShares60K
TypeSH
Market value$5.74M
1.46%
Sole
60K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class B
SOLEShares15.14K
TypeSH
Market value$5.30M
1.35%
Sole
15.14K
Shared
0.00
None
0.00
McDonald's Corporation
SOLEShares18.55K
TypeSH
Market value$4.89M
1.24%
Sole
18.55K
Shared
0.00
None
0.00
Emerson Electric Co.
SOLEShares49K
TypeSH
Market value$4.73M
1.20%
Sole
49K
Shared
0.00
None
0.00
United Parcel Service, Inc.
SOLEShares24.81K
TypeSH
Market value$3.87M
0.98%
Sole
24.81K
Shared
0.00
None
0.00
Qualcomm Inc.
SOLEShares34.50K
TypeSH
Market value$3.83M
0.97%
Sole
34.50K
Shared
0.00
None
0.00
Walt Disney Company
SOLEShares46.41K
TypeSH
Market value$3.76M
0.95%
Sole
46.41K
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares36.05K
TypeSH
Market value$3.49M
0.89%
Sole
36.05K
Shared
0.00
None
0.00
Norfolk Southern Corporation
SOLEShares17.60K
TypeSH
Market value$3.47M
0.88%
Sole
17.60K
Shared
0.00
None
0.00
PepsiCo, Inc.
SOLEShares20K
TypeSH
Market value$3.39M
0.86%
Sole
20K
Shared
0.00
None
0.00
Oracle Corporation
SOLEShares29.90K
TypeSH
Market value$3.17M
0.80%
Sole
29.90K
Shared
0.00
None
0.00
Dover Corporation
SOLEShares20.60K
TypeSH
Market value$2.87M
0.73%
Sole
20.60K
Shared
0.00
None
0.00
Union Pacific Corporation
SOLEShares11.74K
TypeSH
Market value$2.39M
0.61%
Sole
11.74K
Shared
0.00
None
0.00
Howard Hughes Holdings
SOLEShares29.51K
TypeSH
Market value$2.19M
0.55%
Sole
29.51K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple Inc.SOLE | Common Stock | 1.26M | SH | $215.59M 54.69% | 1.26M | 0.00 | 0.00 |
Microsoft CorporationSOLE | Common Stock | 54.66K | SH | $17.26M 4.38% | 54.66K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Common Stock | 72.23K | SH | $11.25M 2.85% | 72.23K | 0.00 | 0.00 |
Waters CorporationSOLE | Common Stock | 31.87K | SH | $8.74M 2.22% | 31.87K | 0.00 | 0.00 |
JPMorgan Chase & Co.SOLE | Common Stock | 56.95K | SH | $8.26M 2.10% | 56.95K | 0.00 | 0.00 |
Amgen Inc.SOLE | Common Stock | 30.54K | SH | $8.21M 2.08% | 30.54K | 0.00 | 0.00 |
Procter & Gamble CompanySOLE | Common Stock | 55.85K | SH | $8.15M 2.07% | 55.85K | 0.00 | 0.00 |
Honeywell International Inc.SOLE | Common Stock | 42.49K | SH | $7.85M 1.99% | 42.49K | 0.00 | 0.00 |
Exxon Mobil CorporationSOLE | Common Stock | 61.03K | SH | $7.18M 1.82% | 61.03K | 0.00 | 0.00 |
AbbVie Inc.SOLE | Common Stock | 45.39K | SH | $6.77M 1.72% | 45.39K | 0.00 | 0.00 |
Boeing CompanySOLE | Common Stock | 30.90K | SH | $5.92M 1.50% | 30.90K | 0.00 | 0.00 |
Nike, Inc.SOLE | Common Stock | 60K | SH | $5.74M 1.46% | 60K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class BSOLE | Common Stock | 15.14K | SH | $5.30M 1.35% | 15.14K | 0.00 | 0.00 |
McDonald's CorporationSOLE | Common Stock | 18.55K | SH | $4.89M 1.24% | 18.55K | 0.00 | 0.00 |
Emerson Electric Co.SOLE | Common Stock | 49K | SH | $4.73M 1.20% | 49K | 0.00 | 0.00 |
United Parcel Service, Inc.SOLE | Common Stock | 24.81K | SH | $3.87M 0.98% | 24.81K | 0.00 | 0.00 |
Qualcomm Inc.SOLE | Common Stock | 34.50K | SH | $3.83M 0.97% | 34.50K | 0.00 | 0.00 |
Walt Disney CompanySOLE | Common Stock | 46.41K | SH | $3.76M 0.95% | 46.41K | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | Common Stock | 36.05K | SH | $3.49M 0.89% | 36.05K | 0.00 | 0.00 |
Norfolk Southern CorporationSOLE | Common Stock | 17.60K | SH | $3.47M 0.88% | 17.60K | 0.00 | 0.00 |
PepsiCo, Inc.SOLE | Common Stock | 20K | SH | $3.39M 0.86% | 20K | 0.00 | 0.00 |
Oracle CorporationSOLE | Common Stock | 29.90K | SH | $3.17M 0.80% | 29.90K | 0.00 | 0.00 |
Dover CorporationSOLE | Common Stock | 20.60K | SH | $2.87M 0.73% | 20.60K | 0.00 | 0.00 |
Union Pacific CorporationSOLE | Common Stock | 11.74K | SH | $2.39M 0.61% | 11.74K | 0.00 | 0.00 |
Howard Hughes HoldingsSOLE | Common Stock | 29.51K | SH | $2.19M 0.55% | 29.51K | 0.00 | 0.00 |
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