Independent Franchise Partners
Latest statistics and disclosures from Independent Franchise Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BMY, ORCL, PM, AON, FOXA, and represent 32.65% of Independent Franchise Partners's stock portfolio.
- Added to shares of these 2 stocks: RBA (+$161M), Iaa (+$110M).
- Reduced shares in these 10 stocks: WU (-$116M), , BMY (-$15M), ORCL (-$12M), AON (-$11M), FOXA (-$11M), EA (-$10M), ICE (-$9.4M), BKNG (-$9.2M), CTVA (-$8.5M).
- Sold out of its positions in ACN.
- Independent Franchise Partners was a net seller of stock by $-91M.
- Independent Franchise Partners has $10B in assets under management (AUM), dropping by 7.32%.
- Central Index Key (CIK): 0001483866
Tip: Access up to 7 years of quarterly data
Positions held by Independent Franchise Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv

Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 24 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Bristol Myers Squibb (BMY) | 8.3 | $851M | 12M | 71.95 |
|
|
Oracle Corporation (ORCL) | 6.4 | $656M | 8.0M | 81.74 |
|
|
Philip Morris International (PM) | 6.2 | $633M | 6.3M | 101.21 |
|
|
Aon Shs Cl A (AON) | 6.0 | $614M | 2.0M | 300.14 |
|
|
Fox Corp Cl A Com (FOXA) | 5.7 | $578M | 19M | 30.37 |
|
|
Electronic Arts (EA) | 5.3 | $545M | 4.5M | 122.18 |
|
|
Intercontinental Exchange (ICE) | 5.0 | $512M | 5.0M | 102.59 |
|
|
Booking Holdings (BKNG) | 4.9 | $504M | 250k | 2015.28 |
|
|
News Corp Cl A (NWSA) | 4.8 | $491M | 27M | 18.20 |
|
|
Corteva (CTVA) | 4.7 | $482M | 8.2M | 58.78 |
|
|
salesforce (CRM) | 4.5 | $461M | 3.5M | 132.59 |
|
|
Zillow Group Cl C Cap Stk (Z) | 4.3 | $443M | 14M | 32.21 |
|
|
Johnson & Johnson (JNJ) | 4.2 | $431M | 2.4M | 176.65 |
|
|
eBay (EBAY) | 4.2 | $430M | 10M | 41.47 |
|
|
Transunion (TRU) | 3.8 | $391M | 6.9M | 56.75 |
|
|
Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $391M | 4.4M | 88.23 |
|
|
S&p Global (SPGI) | 3.7 | $373M | 1.1M | 334.94 |
|
|
Microsoft Corporation (MSFT) | 3.6 | $369M | 1.5M | 239.82 |
|
|
Ritchie Bros. Auctioneers Inco (RBA) | 2.8 | $283M | +131% | 4.9M | 57.83 |
|
Iaa | 2.3 | $234M | +89% | 5.8M | 40.00 |
|
News Corp CL B (NWS) | 2.3 | $231M | -2% | 13M | 18.44 |
|
World Wrestling Entmt Cl A (WWE) | 1.1 | $116M | 1.7M | 68.52 |
|
|
Western Union Company (WU) | 1.1 | $113M | -50% | 8.2M | 13.77 |
|
Zillow Group Cl A (ZG) | 0.7 | $74M | 2.4M | 31.21 |
|
Past Filings by Independent Franchise Partners
SEC 13F filings are viewable for Independent Franchise Partners going back to 2011
- 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
- Independent Franchise Partners 2022 Q1 filed May 13, 2022
- Independent Franchise Partners 2021 Q4 filed Feb. 11, 2022
- Independent Franchise Partners 2021 Q3 filed Nov. 15, 2021
- Independent Franchise Partners 2021 Q2 filed Aug. 13, 2021
- Independent Franchise Partners 2021 Q1 filed May 14, 2021
- Independent Franchise Partners 2020 Q4 filed Feb. 16, 2021
- Independent Franchise Partners 2020 Q3 filed Nov. 13, 2020
- Independent Franchise Partners 2020 Q2 filed Aug. 13, 2020
- Independent Franchise Partners 2020 Q1 filed May 14, 2020
- Independent Franchise Partners 2019 Q4 filed Feb. 13, 2020
- Independent Franchise Partners 2019 Q3 filed Nov. 14, 2019
- Independent Franchise Partners 2019 Q2 filed Aug. 13, 2019
- Independent Franchise Partners 2019 Q1 filed May 14, 2019