IMKTA
INGLES MARKETS, INCORPORATEDMarquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $73 | $86 | +18% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $70 | $86 | +23% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $70 | $86 | +23% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $70 | $86 | +23% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $70 | $86 | +23% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $70 | $86 | +23% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Maverick Capital 4× in & out | Q1 2024 | Q1 2025 | → $65 | -13% |
| Bridgewater Associates | Q3 2021 | Q1 2025 | → $64 | +3% |
| Scion Asset Management | Q1 2021 | Q3 2021 | → $62 | +28% |
| Coatue Management 2× in & out | Q2 2020 | Q3 2020 | → $41 | -1% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at INGLES MARKETS INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 21, 2026 — the most recent Form 4 on file — not from today.
- Form 40001437749-26-018083May 21, 2026
- Form 40001437749-24-021577Jun 28, 2024
- Form 40001437749-24-021178Jun 25, 2024
- Form 40001437749-24-020089Jun 12, 2024
- Form 40001437749-24-019952Jun 11, 2024
- Form 40001437749-24-010081Mar 29, 2024
- Form 40001437749-24-009419Mar 26, 2024
- Form 40001437749-24-009051Mar 22, 2024
- Form 40001437749-24-008860Mar 21, 2024
- Form 40001437749-24-006620Mar 5, 2024
- Form 40001437749-24-006297Mar 1, 2024
- Form 40001437749-24-006102Feb 29, 2024
- Form 40001914713-23-000015Sep 29, 2023
- Form 40001914713-23-000014Sep 28, 2023
- Form 40001914713-23-000013Sep 27, 2023
Fundamentals
XBRL · INGLES MARKETS, INCORPORATEDAnnual figures sourced directly from INGLES MARKETS, INCORPORATED's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for INGLES MARKETS INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportMay 7, 2026
- 8-KFORM 8-KMay 7, 2026
- 8-KFORM 8-KMay 5, 2026
- 10-QQuarterly reportFeb 5, 2026
- 8-KFORM 8-KFeb 5, 2026
- 10-K/AAnnual report (amended)Jan 22, 2026
- 10-KAnnual reportNov 26, 2025
- 8-KFORM 8-KNov 26, 2025
- 8-KFORM 8-KNov 24, 2025
- 8-KFORM 8-KOct 28, 2025
- 8-KFORM 8-KSep 23, 2025
- 10-QQuarterly reportAug 7, 2025
- 8-KFORM 8-KAug 7, 2025
- 10-QQuarterly reportMay 8, 2025
- 8-KFORM 8-KMay 8, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q1 2026 | open | $86 | $86 | -0% |
| Citadel Advisors | Q3 2024 | Q4 2025 | $70 | $74 | +6% |
| Two Sigma Investments | Q3 2024 | open | $70 | $86 | +23% |
| D.E. Shaw | Q3 2024 | open | $70 | $86 | +23% |
| AQR Capital Management | Q3 2024 | open | $70 | $86 | +23% |
| Millennium Management | Q3 2024 | open | $70 | $86 | +23% |
| Renaissance Technologies | Q3 2024 | open | $73 | $86 | +18% |
| Maverick Capital | Q1 2024 | Q1 2025 | $75 | $65 | -13% |
| Bridgewater Associates | Q3 2021 | Q1 2025 | $62 | $64 | +3% |
| Scion Asset Management | Q1 2021 | Q3 2021 | $48 | $62 | +28% |
| Maverick Capital | Q1 2021 | Q1 2022 | $48 | $81 | +69% |
| Coatue Management | Q2 2020 | Q3 2020 | $41 | $41 | -1% |
| Maverick Capital | Q2 2020 | Q4 2020 | $41 | $36 | -11% |
| Coatue Management | Q4 2019 | Q1 2020 | $41 | $34 | -18% |
| Maverick Capital | Q1 2018 | Q2 2018 | $28 | $26 | -8% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.