Filed: 10/24/2024ACC: 0001104659-24-111124
📋 What this filing means
INDEPENDENT INVESTORS INC filed this quarterly 13F‑HR report disclosing 69 equity positions with a total reported market value of $493.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
69
Positions
$493.46M
Total AUM (reported)
2.55M
Total Shares
Allocation by class
COMMON STOCK$493.46M100.0%
Portfolio Concentration
Top 3$313.02M63.4%
4–10$67.28M13.6%
11–25$68.48M13.9%
Rest$44.68M9.1%
Top 3 weight
63.4%
Top 10 weight
77.1%
Voting Authority Distribution
Total shares with voting rights: 2.55M
Sole
Full voting authority
2.55M
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)
Sole69
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings69
Rows:
Apple Inc.
SOLEShares1.19M
TypeSH
Market value$277.51M
56.24%
Sole
1.19M
Shared
0.00
None
0.00
Microsoft Corporation
SOLEShares54.63K
TypeSH
Market value$23.51M
4.76%
Sole
54.63K
Shared
0.00
None
0.00
JPMorgan Chase & Co.
SOLEShares56.93K
TypeSH
Market value$12.01M
2.43%
Sole
56.93K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares71.82K
TypeSH
Market value$11.64M
2.36%
Sole
71.82K
Shared
0.00
None
0.00
Waters Corporation
SOLEShares31.87K
TypeSH
Market value$11.47M
2.32%
Sole
31.87K
Shared
0.00
None
0.00
Amgen Inc.
SOLEShares30.16K
TypeSH
Market value$9.72M
1.97%
Sole
30.16K
Shared
0.00
None
0.00
Procter & Gamble Company
SOLEShares54.74K
TypeSH
Market value$9.48M
1.92%
Sole
54.74K
Shared
0.00
None
0.00
AbbVie Inc.
SOLEShares45.39K
TypeSH
Market value$8.96M
1.82%
Sole
45.39K
Shared
0.00
None
0.00
Honeywell International Inc.
SOLEShares42.33K
TypeSH
Market value$8.75M
1.77%
Sole
42.33K
Shared
0.00
None
0.00
Exxon Mobil Corporation
SOLEShares61.95K
TypeSH
Market value$7.26M
1.47%
Sole
61.95K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class B
SOLEShares15.14K
TypeSH
Market value$6.97M
1.41%
Sole
15.14K
Shared
0.00
None
0.00
Qualcomm Inc.
SOLEShares34.50K
TypeSH
Market value$5.87M
1.19%
Sole
34.50K
Shared
0.00
None
0.00
McDonald's Corporation
SOLEShares18.05K
TypeSH
Market value$5.49M
1.11%
Sole
18.05K
Shared
0.00
None
0.00
Emerson Electric Co.
SOLEShares49K
TypeSH
Market value$5.36M
1.09%
Sole
49K
Shared
0.00
None
0.00
Nike, Inc.
SOLEShares60K
TypeSH
Market value$5.30M
1.07%
Sole
60K
Shared
0.00
None
0.00
Oracle Corporation
SOLEShares29.90K
TypeSH
Market value$5.09M
1.03%
Sole
29.90K
Shared
0.00
None
0.00
Boeing Company
SOLEShares30.62K
TypeSH
Market value$4.66M
0.94%
Sole
30.62K
Shared
0.00
None
0.00
Norfolk Southern Corporation
SOLEShares17.60K
TypeSH
Market value$4.37M
0.89%
Sole
17.60K
Shared
0.00
None
0.00
Walt Disney Company
SOLEShares45.26K
TypeSH
Market value$4.35M
0.88%
Sole
45.26K
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares36.05K
TypeSH
Market value$4.11M
0.83%
Sole
36.05K
Shared
0.00
None
0.00
Dover Corporation
SOLEShares20.60K
TypeSH
Market value$3.95M
0.80%
Sole
20.60K
Shared
0.00
None
0.00
PepsiCo, Inc.
SOLEShares19.96K
TypeSH
Market value$3.39M
0.69%
Sole
19.96K
Shared
0.00
None
0.00
United Parcel Service, Inc.
SOLEShares24.81K
TypeSH
Market value$3.38M
0.69%
Sole
24.81K
Shared
0.00
None
0.00
American Express Company
SOLEShares12K
TypeSH
Market value$3.25M
0.66%
Sole
12K
Shared
0.00
None
0.00
Colgate-Palmolive Company
SOLEShares28.13K
TypeSH
Market value$2.92M
0.59%
Sole
28.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple Inc.SOLE | Common Stock | 1.19M | SH | $277.51M 56.24% | 1.19M | 0.00 | 0.00 |
Microsoft CorporationSOLE | Common Stock | 54.63K | SH | $23.51M 4.76% | 54.63K | 0.00 | 0.00 |
JPMorgan Chase & Co.SOLE | Common Stock | 56.93K | SH | $12.01M 2.43% | 56.93K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Common Stock | 71.82K | SH | $11.64M 2.36% | 71.82K | 0.00 | 0.00 |
Waters CorporationSOLE | Common Stock | 31.87K | SH | $11.47M 2.32% | 31.87K | 0.00 | 0.00 |
Amgen Inc.SOLE | Common Stock | 30.16K | SH | $9.72M 1.97% | 30.16K | 0.00 | 0.00 |
Procter & Gamble CompanySOLE | Common Stock | 54.74K | SH | $9.48M 1.92% | 54.74K | 0.00 | 0.00 |
AbbVie Inc.SOLE | Common Stock | 45.39K | SH | $8.96M 1.82% | 45.39K | 0.00 | 0.00 |
Honeywell International Inc.SOLE | Common Stock | 42.33K | SH | $8.75M 1.77% | 42.33K | 0.00 | 0.00 |
Exxon Mobil CorporationSOLE | Common Stock | 61.95K | SH | $7.26M 1.47% | 61.95K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class BSOLE | Common Stock | 15.14K | SH | $6.97M 1.41% | 15.14K | 0.00 | 0.00 |
Qualcomm Inc.SOLE | Common Stock | 34.50K | SH | $5.87M 1.19% | 34.50K | 0.00 | 0.00 |
McDonald's CorporationSOLE | Common Stock | 18.05K | SH | $5.49M 1.11% | 18.05K | 0.00 | 0.00 |
Emerson Electric Co.SOLE | Common Stock | 49K | SH | $5.36M 1.09% | 49K | 0.00 | 0.00 |
Nike, Inc.SOLE | Common Stock | 60K | SH | $5.30M 1.07% | 60K | 0.00 | 0.00 |
Oracle CorporationSOLE | Common Stock | 29.90K | SH | $5.09M 1.03% | 29.90K | 0.00 | 0.00 |
Boeing CompanySOLE | Common Stock | 30.62K | SH | $4.66M 0.94% | 30.62K | 0.00 | 0.00 |
Norfolk Southern CorporationSOLE | Common Stock | 17.60K | SH | $4.37M 0.89% | 17.60K | 0.00 | 0.00 |
Walt Disney CompanySOLE | Common Stock | 45.26K | SH | $4.35M 0.88% | 45.26K | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | Common Stock | 36.05K | SH | $4.11M 0.83% | 36.05K | 0.00 | 0.00 |
Dover CorporationSOLE | Common Stock | 20.60K | SH | $3.95M 0.80% | 20.60K | 0.00 | 0.00 |
PepsiCo, Inc.SOLE | Common Stock | 19.96K | SH | $3.39M 0.69% | 19.96K | 0.00 | 0.00 |
United Parcel Service, Inc.SOLE | Common Stock | 24.81K | SH | $3.38M 0.69% | 24.81K | 0.00 | 0.00 |
American Express CompanySOLE | Common Stock | 12K | SH | $3.25M 0.66% | 12K | 0.00 | 0.00 |
Colgate-Palmolive CompanySOLE | Common Stock | 28.13K | SH | $2.92M 0.59% | 28.13K | 0.00 | 0.00 |
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