Independent Franchise Partners
Latest statistics and disclosures from Independent Franchise Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BMY, SOLV, LYV, KVUE, TRU, and represent 34.29% of Independent Franchise Partners's stock portfolio.
- Added to shares of these 10 stocks: CRM (+$653M), TRU (+$207M), IT (+$205M), AON (+$153M), Z (+$93M), ZG (+$30M), BMY (+$27M), NWSA (+$25M), SOLV (+$25M), RYAN (+$24M).
- Reduced shares in these 10 stocks: CTVA (-$779M), PM (-$209M), JNJ (-$167M), RBA (-$119M), WBD (-$110M), FOXA (-$94M), EBAY (-$89M), EL (-$87M), TKO (-$5.7M), OTIS.
- Sold out of its position in RBA.
- Independent Franchise Partners was a net seller of stock by $-145M.
- Independent Franchise Partners has $14B in assets under management (AUM), dropping by -9.12%.
- Central Index Key (CIK): 0001483866
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Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 26 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Bristol Myers Squibb (BMY) | 9.0 | $1.3B | +2% | 21M | 60.65 |
|
| Solventum Corp Com Shs (SOLV) | 7.2 | $1.0B | +2% | 16M | 65.30 |
|
| Live Nation Entertainment (LYV) | 6.3 | $894M | +2% | 5.9M | 152.51 |
|
| Kenvue (KVUE) | 5.9 | $848M | +2% | 49M | 17.24 |
|
| Transunion (TRU) | 5.9 | $839M | +32% | 12M | 69.19 |
|
| Aon Shs Cl A (AON) | 5.8 | $835M | +22% | 2.6M | 322.78 |
|
| Intercontinental Exchange (ICE) | 5.5 | $779M | +2% | 5.0M | 157.28 |
|
| News Corp Cl A (NWSA) | 5.4 | $771M | +3% | 31M | 24.93 |
|
| salesforce (CRM) | 5.3 | $753M | +650% | 4.0M | 186.67 |
|
| Gartner (IT) | 5.1 | $729M | +39% | 4.6M | 158.34 |
|
| Johnson & Johnson (JNJ) | 5.1 | $726M | -18% | 3.0M | 244.44 |
|
| Airbnb Com Cl A (ABNB) | 4.7 | $666M | +2% | 5.3M | 126.28 |
|
| eBay (EBAY) | 4.3 | $616M | -12% | 6.8M | 91.02 |
|
| Zillow Group Cl C Cap Stk (Z) | 3.8 | $546M | +20% | 13M | 41.38 |
|
| Fox Corp Cl A Com (FOXA) | 3.3 | $477M | -16% | 8.2M | 58.40 |
|
| Lauder Estee Cos Cl A (EL) | 3.3 | $476M | -15% | 6.6M | 71.77 |
|
| Philip Morris International (PM) | 3.0 | $423M | -33% | 2.6M | 165.34 |
|
| Warner Music Group Corp Com Cl A (WMG) | 2.3 | $333M | 13M | 25.54 |
|
|
| Fox Corp Cl B Com (FOX) | 2.0 | $282M | +2% | 5.3M | 53.10 |
|
| News Corp CL B (NWS) | 1.8 | $260M | 9.1M | 28.51 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 1.7 | $239M | -31% | 8.7M | 27.46 |
|
| Zillow Group Cl A (ZG) | 0.8 | $113M | +35% | 2.7M | 41.39 |
|
| Corteva (CTVA) | 0.7 | $100M | -88% | 1.2M | 83.71 |
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.7 | $95M | +33% | 2.8M | 33.74 |
|
| Tko Group Holdings Cl A (TKO) | 0.6 | $92M | -5% | 458k | 201.65 |
|
| Otis Worldwide Corp (OTIS) | 0.5 | $77M | -5% | 1.0M | 77.08 |
|
Past Filings by Independent Franchise Partners
SEC 13F filings are viewable for Independent Franchise Partners going back to 2011
- Independent Franchise Partners 2026 Q1 filed May 14, 2026
- Independent Franchise Partners 2025 Q4 filed Feb. 17, 2026
- Independent Franchise Partners 2025 Q3 filed Nov. 14, 2025
- Independent Franchise Partners 2025 Q2 filed Aug. 13, 2025
- Independent Franchise Partners 2025 Q1 filed May 14, 2025
- Independent Franchise Partners 2024 Q4 filed Feb. 13, 2025
- Independent Franchise Partners 2024 Q3 filed Nov. 13, 2024
- Independent Franchise Partners 2024 Q2 filed Aug. 13, 2024
- Independent Franchise Partners 2024 Q1 filed May 14, 2024
- Independent Franchise Partners 2023 Q4 filed Feb. 13, 2024
- Independent Franchise Partners 2023 Q3 filed Nov. 13, 2023
- Independent Franchise Partners 2023 Q2 filed Aug. 11, 2023
- Independent Franchise Partners 2023 Q1 filed May 12, 2023
- Independent Franchise Partners 2022 Q4 filed Feb. 13, 2023
- Independent Franchise Partners 2022 Q3 filed Nov. 14, 2022
- Independent Franchise Partners 2022 Q2 filed Aug. 12, 2022