Filed: 1/12/2024ACC: 0001104659-24-003601
📋 What this filing means
INDEPENDENT INVESTORS INC filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $434.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$434.47M
Total AUM (reported)
2.60M
Total Shares
Allocation by class
COMMON STOCK$434.47M100.0%
Portfolio Concentration
Top 3$271.48M62.5%
4–10$61.07M14.1%
11–25$64.49M14.8%
Rest$37.43M8.6%
Top 3 weight
62.5%
Top 10 weight
76.5%
Voting Authority Distribution
Total shares with voting rights: 2.60M
Sole
Full voting authority
2.60M
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.
SOLEShares1.24M
TypeSH
Market value$239.62M
55.15%
Sole
1.24M
Shared
0.00
None
0.00
Microsoft Corporation
SOLEShares54.63K
TypeSH
Market value$20.54M
4.73%
Sole
54.63K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares72.23K
TypeSH
Market value$11.32M
2.61%
Sole
72.23K
Shared
0.00
None
0.00
Waters Corporation
SOLEShares31.87K
TypeSH
Market value$10.49M
2.41%
Sole
31.87K
Shared
0.00
None
0.00
JPMorgan Chase & Co.
SOLEShares57.05K
TypeSH
Market value$9.70M
2.23%
Sole
57.05K
Shared
0.00
None
0.00
Honeywell International Inc.
SOLEShares42.49K
TypeSH
Market value$8.91M
2.05%
Sole
42.49K
Shared
0.00
None
0.00
Amgen Inc.
SOLEShares30.54K
TypeSH
Market value$8.80M
2.02%
Sole
30.54K
Shared
0.00
None
0.00
Procter & Gamble Company
SOLEShares55.22K
TypeSH
Market value$8.09M
1.86%
Sole
55.22K
Shared
0.00
None
0.00
Boeing Company
SOLEShares30.84K
TypeSH
Market value$8.04M
1.85%
Sole
30.84K
Shared
0.00
None
0.00
AbbVie Inc.
SOLEShares45.39K
TypeSH
Market value$7.03M
1.62%
Sole
45.39K
Shared
0.00
None
0.00
Nike, Inc.
SOLEShares60K
TypeSH
Market value$6.51M
1.50%
Sole
60K
Shared
0.00
None
0.00
Exxon Mobil Corporation
SOLEShares60.99K
TypeSH
Market value$6.10M
1.40%
Sole
60.99K
Shared
0.00
None
0.00
McDonald's Corporation
SOLEShares18.48K
TypeSH
Market value$5.48M
1.26%
Sole
18.48K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class B
SOLEShares15.14K
TypeSH
Market value$5.40M
1.24%
Sole
15.14K
Shared
0.00
None
0.00
Qualcomm Inc.
SOLEShares34.50K
TypeSH
Market value$4.99M
1.15%
Sole
34.50K
Shared
0.00
None
0.00
Emerson Electric Co.
SOLEShares49K
TypeSH
Market value$4.77M
1.10%
Sole
49K
Shared
0.00
None
0.00
Norfolk Southern Corporation
SOLEShares17.60K
TypeSH
Market value$4.16M
0.96%
Sole
17.60K
Shared
0.00
None
0.00
Walt Disney Company
SOLEShares45.58K
TypeSH
Market value$4.12M
0.95%
Sole
45.58K
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares36.05K
TypeSH
Market value$3.97M
0.91%
Sole
36.05K
Shared
0.00
None
0.00
United Parcel Service, Inc.
SOLEShares24.91K
TypeSH
Market value$3.92M
0.90%
Sole
24.91K
Shared
0.00
None
0.00
PepsiCo, Inc.
SOLEShares19.96K
TypeSH
Market value$3.39M
0.78%
Sole
19.96K
Shared
0.00
None
0.00
Dover Corporation
SOLEShares20.60K
TypeSH
Market value$3.17M
0.73%
Sole
20.60K
Shared
0.00
None
0.00
Oracle Corporation
SOLEShares29.90K
TypeSH
Market value$3.15M
0.73%
Sole
29.90K
Shared
0.00
None
0.00
Union Pacific Corporation
SOLEShares11.74K
TypeSH
Market value$2.88M
0.66%
Sole
11.74K
Shared
0.00
None
0.00
Howard Hughes Holdings
SOLEShares29.01K
TypeSH
Market value$2.48M
0.57%
Sole
29.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple Inc.SOLE | Common Stock | 1.24M | SH | $239.62M 55.15% | 1.24M | 0.00 | 0.00 |
Microsoft CorporationSOLE | Common Stock | 54.63K | SH | $20.54M 4.73% | 54.63K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Common Stock | 72.23K | SH | $11.32M 2.61% | 72.23K | 0.00 | 0.00 |
Waters CorporationSOLE | Common Stock | 31.87K | SH | $10.49M 2.41% | 31.87K | 0.00 | 0.00 |
JPMorgan Chase & Co.SOLE | Common Stock | 57.05K | SH | $9.70M 2.23% | 57.05K | 0.00 | 0.00 |
Honeywell International Inc.SOLE | Common Stock | 42.49K | SH | $8.91M 2.05% | 42.49K | 0.00 | 0.00 |
Amgen Inc.SOLE | Common Stock | 30.54K | SH | $8.80M 2.02% | 30.54K | 0.00 | 0.00 |
Procter & Gamble CompanySOLE | Common Stock | 55.22K | SH | $8.09M 1.86% | 55.22K | 0.00 | 0.00 |
Boeing CompanySOLE | Common Stock | 30.84K | SH | $8.04M 1.85% | 30.84K | 0.00 | 0.00 |
AbbVie Inc.SOLE | Common Stock | 45.39K | SH | $7.03M 1.62% | 45.39K | 0.00 | 0.00 |
Nike, Inc.SOLE | Common Stock | 60K | SH | $6.51M 1.50% | 60K | 0.00 | 0.00 |
Exxon Mobil CorporationSOLE | Common Stock | 60.99K | SH | $6.10M 1.40% | 60.99K | 0.00 | 0.00 |
McDonald's CorporationSOLE | Common Stock | 18.48K | SH | $5.48M 1.26% | 18.48K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class BSOLE | Common Stock | 15.14K | SH | $5.40M 1.24% | 15.14K | 0.00 | 0.00 |
Qualcomm Inc.SOLE | Common Stock | 34.50K | SH | $4.99M 1.15% | 34.50K | 0.00 | 0.00 |
Emerson Electric Co.SOLE | Common Stock | 49K | SH | $4.77M 1.10% | 49K | 0.00 | 0.00 |
Norfolk Southern CorporationSOLE | Common Stock | 17.60K | SH | $4.16M 0.96% | 17.60K | 0.00 | 0.00 |
Walt Disney CompanySOLE | Common Stock | 45.58K | SH | $4.12M 0.95% | 45.58K | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | Common Stock | 36.05K | SH | $3.97M 0.91% | 36.05K | 0.00 | 0.00 |
United Parcel Service, Inc.SOLE | Common Stock | 24.91K | SH | $3.92M 0.90% | 24.91K | 0.00 | 0.00 |
PepsiCo, Inc.SOLE | Common Stock | 19.96K | SH | $3.39M 0.78% | 19.96K | 0.00 | 0.00 |
Dover CorporationSOLE | Common Stock | 20.60K | SH | $3.17M 0.73% | 20.60K | 0.00 | 0.00 |
Oracle CorporationSOLE | Common Stock | 29.90K | SH | $3.15M 0.73% | 29.90K | 0.00 | 0.00 |
Union Pacific CorporationSOLE | Common Stock | 11.74K | SH | $2.88M 0.66% | 11.74K | 0.00 | 0.00 |
Howard Hughes HoldingsSOLE | Common Stock | 29.01K | SH | $2.48M 0.57% | 29.01K | 0.00 | 0.00 |
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