Filed: 4/26/2024ACC: 0001104659-24-052646
📋 What this filing means
INDEPENDENT INVESTORS INC filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $418.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$418.18M
Total AUM (reported)
2.58M
Total Shares
Allocation by class
COMMON STOCK$418.18M100.0%
Portfolio Concentration
Top 3$245.27M58.7%
4–10$63.88M15.3%
11–25$68.88M16.5%
Rest$40.15M9.6%
Top 3 weight
58.7%
Top 10 weight
73.9%
Voting Authority Distribution
Total shares with voting rights: 2.58M
Sole
Full voting authority
2.58M
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.
SOLEShares1.23M
TypeSH
Market value$210.88M
50.43%
Sole
1.23M
Shared
0.00
None
0.00
Microsoft Corporation
SOLEShares54.63K
TypeSH
Market value$22.98M
5.50%
Sole
54.63K
Shared
0.00
None
0.00
JPMorgan Chase & Co.
SOLEShares56.93K
TypeSH
Market value$11.40M
2.73%
Sole
56.93K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares71.82K
TypeSH
Market value$11.36M
2.72%
Sole
71.82K
Shared
0.00
None
0.00
Waters Corporation
SOLEShares31.87K
TypeSH
Market value$10.97M
2.62%
Sole
31.87K
Shared
0.00
None
0.00
Procter & Gamble Company
SOLEShares55.22K
TypeSH
Market value$8.96M
2.14%
Sole
55.22K
Shared
0.00
None
0.00
Honeywell International Inc.
SOLEShares42.33K
TypeSH
Market value$8.69M
2.08%
Sole
42.33K
Shared
0.00
None
0.00
Amgen Inc.
SOLEShares30.16K
TypeSH
Market value$8.57M
2.05%
Sole
30.16K
Shared
0.00
None
0.00
AbbVie Inc.
SOLEShares45.39K
TypeSH
Market value$8.27M
1.98%
Sole
45.39K
Shared
0.00
None
0.00
Exxon Mobil Corporation
SOLEShares60.74K
TypeSH
Market value$7.06M
1.69%
Sole
60.74K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class B
SOLEShares15.14K
TypeSH
Market value$6.37M
1.52%
Sole
15.14K
Shared
0.00
None
0.00
Boeing Company
SOLEShares30.75K
TypeSH
Market value$5.93M
1.42%
Sole
30.75K
Shared
0.00
None
0.00
Qualcomm Inc.
SOLEShares34.50K
TypeSH
Market value$5.84M
1.40%
Sole
34.50K
Shared
0.00
None
0.00
Nike, Inc.
SOLEShares60K
TypeSH
Market value$5.64M
1.35%
Sole
60K
Shared
0.00
None
0.00
Walt Disney Company
SOLEShares45.56K
TypeSH
Market value$5.58M
1.33%
Sole
45.56K
Shared
0.00
None
0.00
Emerson Electric Co.
SOLEShares49K
TypeSH
Market value$5.56M
1.33%
Sole
49K
Shared
0.00
None
0.00
McDonald's Corporation
SOLEShares18.45K
TypeSH
Market value$5.20M
1.24%
Sole
18.45K
Shared
0.00
None
0.00
Norfolk Southern Corporation
SOLEShares17.60K
TypeSH
Market value$4.49M
1.07%
Sole
17.60K
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares36.05K
TypeSH
Market value$4.10M
0.98%
Sole
36.05K
Shared
0.00
None
0.00
Oracle Corporation
SOLEShares29.90K
TypeSH
Market value$3.76M
0.90%
Sole
29.90K
Shared
0.00
None
0.00
United Parcel Service, Inc.
SOLEShares24.81K
TypeSH
Market value$3.69M
0.88%
Sole
24.81K
Shared
0.00
None
0.00
Dover Corporation
SOLEShares20.60K
TypeSH
Market value$3.65M
0.87%
Sole
20.60K
Shared
0.00
None
0.00
PepsiCo, Inc.
SOLEShares19.96K
TypeSH
Market value$3.49M
0.84%
Sole
19.96K
Shared
0.00
None
0.00
Union Pacific Corporation
SOLEShares11.64K
TypeSH
Market value$2.86M
0.68%
Sole
11.64K
Shared
0.00
None
0.00
American Express Company
SOLEShares12K
TypeSH
Market value$2.73M
0.65%
Sole
12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple Inc.SOLE | Common Stock | 1.23M | SH | $210.88M 50.43% | 1.23M | 0.00 | 0.00 |
Microsoft CorporationSOLE | Common Stock | 54.63K | SH | $22.98M 5.50% | 54.63K | 0.00 | 0.00 |
JPMorgan Chase & Co.SOLE | Common Stock | 56.93K | SH | $11.40M 2.73% | 56.93K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Common Stock | 71.82K | SH | $11.36M 2.72% | 71.82K | 0.00 | 0.00 |
Waters CorporationSOLE | Common Stock | 31.87K | SH | $10.97M 2.62% | 31.87K | 0.00 | 0.00 |
Procter & Gamble CompanySOLE | Common Stock | 55.22K | SH | $8.96M 2.14% | 55.22K | 0.00 | 0.00 |
Honeywell International Inc.SOLE | Common Stock | 42.33K | SH | $8.69M 2.08% | 42.33K | 0.00 | 0.00 |
Amgen Inc.SOLE | Common Stock | 30.16K | SH | $8.57M 2.05% | 30.16K | 0.00 | 0.00 |
AbbVie Inc.SOLE | Common Stock | 45.39K | SH | $8.27M 1.98% | 45.39K | 0.00 | 0.00 |
Exxon Mobil CorporationSOLE | Common Stock | 60.74K | SH | $7.06M 1.69% | 60.74K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class BSOLE | Common Stock | 15.14K | SH | $6.37M 1.52% | 15.14K | 0.00 | 0.00 |
Boeing CompanySOLE | Common Stock | 30.75K | SH | $5.93M 1.42% | 30.75K | 0.00 | 0.00 |
Qualcomm Inc.SOLE | Common Stock | 34.50K | SH | $5.84M 1.40% | 34.50K | 0.00 | 0.00 |
Nike, Inc.SOLE | Common Stock | 60K | SH | $5.64M 1.35% | 60K | 0.00 | 0.00 |
Walt Disney CompanySOLE | Common Stock | 45.56K | SH | $5.58M 1.33% | 45.56K | 0.00 | 0.00 |
Emerson Electric Co.SOLE | Common Stock | 49K | SH | $5.56M 1.33% | 49K | 0.00 | 0.00 |
McDonald's CorporationSOLE | Common Stock | 18.45K | SH | $5.20M 1.24% | 18.45K | 0.00 | 0.00 |
Norfolk Southern CorporationSOLE | Common Stock | 17.60K | SH | $4.49M 1.07% | 17.60K | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | Common Stock | 36.05K | SH | $4.10M 0.98% | 36.05K | 0.00 | 0.00 |
Oracle CorporationSOLE | Common Stock | 29.90K | SH | $3.76M 0.90% | 29.90K | 0.00 | 0.00 |
United Parcel Service, Inc.SOLE | Common Stock | 24.81K | SH | $3.69M 0.88% | 24.81K | 0.00 | 0.00 |
Dover CorporationSOLE | Common Stock | 20.60K | SH | $3.65M 0.87% | 20.60K | 0.00 | 0.00 |
PepsiCo, Inc.SOLE | Common Stock | 19.96K | SH | $3.49M 0.84% | 19.96K | 0.00 | 0.00 |
Union Pacific CorporationSOLE | Common Stock | 11.64K | SH | $2.86M 0.68% | 11.64K | 0.00 | 0.00 |
American Express CompanySOLE | Common Stock | 12K | SH | $2.73M 0.65% | 12K | 0.00 | 0.00 |
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