L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
22 Feb 2024
latest of these filings; the earliest 2 Feb 2024
Managers listing it
17
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 10 listed it in both
Shares listed
37,399,090
combined, among listed positions
Reported value
$3.0bn
combined, at the quarter end

Among the 93 comparable managers: 8 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing IFF in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

17 of 17 holders

ActionFiling
Dodge & Cox15,440,725$1.3bn0.79%Newnew22 Feb 2024 (the filing on sec.gov)
MFS Investment Management5,788,396$469m0.15%Trimmed-125,6488 Feb 2024 (the filing on sec.gov)
Sachem Head Capital Management LP4,787,351$388m18.14%Trimmed-3,943,28814 Feb 2024 (the filing on sec.gov)
Capital Research Global Investors3,699,527$300m0.07%Trimmed-1,324,80013 Feb 2024 (the filing on sec.gov)
Third Point LLC2,060,000$167m2.51%Trimmed-415,00014 Feb 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc1,733,402$140munder 0.1%Addedn.a.16 Feb 2024 (the filing on sec.gov)
Millennium Management LLC1,418,415$115munder 0.1%Added+79,63714 Feb 2024 (the filing on sec.gov)
Viking Global Investors LP953,384$77m0.28%Trimmed-1,113,67614 Feb 2024 (the filing on sec.gov)
Carl C. Icahn644,510$52m0.48%Held014 Feb 2024 (the filing on sec.gov)
Man Group PLC218,618$18munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Woodline Partners LP187,462$15m0.17%Newnew14 Feb 2024 (the filing on sec.gov)
Tudor Investment Corp149,756$12m0.10%Newnew14 Feb 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC146,494$12m0.08%Addedn.a.14 Feb 2024 (the filing on sec.gov)
GAMCO Investors Inc126,351$10m0.11%Trimmed-8,07114 Feb 2024 (the filing on sec.gov)
Markel Group Inc23,000$1.9munder 0.1%Held02 Feb 2024 (the filing on sec.gov)
Eisler Capital Management Ltd18,580$1.5munder 0.1%Newnew13 Feb 2024 (the filing on sec.gov)
First Eagle Investment Management LLC3,119$253kunder 0.1%Held08 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
19 in Q3 2024 to 9 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
IFF by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20137$1.0bnn.a.n.a.
Q3 20137$1.1bnn.a.n.a.
Q4 20138$1.2bnn.a.n.a.
Q1 201412$1.4bnn.a.n.a.
Q2 20148$1.4bnn.a.n.a.
Q3 20148$1.1bnn.a.n.a.
Q4 20147$1.1bnn.a.n.a.
Q1 201512$1.4bnn.a.n.a.
Q2 20159$1.3bnn.a.n.a.
Q3 20156$1.2bnn.a.n.a.
Q4 20156$1.5bnn.a.n.a.
Q1 20167$1.4bnn.a.n.a.
Q2 20168$1.3bnn.a.n.a.
Q3 20164$1.3bnn.a.n.a.
Q4 20165$973mn.a.n.a.
Q1 20176$808mn.a.n.a.
Q2 20175$688mn.a.n.a.
Q3 20175$633mn.a.n.a.
Q4 20173$561mn.a.n.a.
Q1 201810$466mn.a.n.a.
Q2 201816$567mn.a.n.a.
Q3 201813$1.0bnn.a.n.a.
Q4 20189$983mn.a.n.a.
Q1 20197$1.0bnn.a.n.a.
Q2 20197$1.5bnn.a.n.a.
Q3 20198$1.5bnn.a.n.a.
Q4 20199$1.3bnn.a.n.a.
Q1 202010$735mn.a.n.a.
Q2 20209$931mn.a.n.a.
Q3 20208$991mn.a.n.a.
Q4 20205$929mn.a.n.a.
Q1 202120$3.8bnn.a.n.a.
Q2 202116$4.3bnn.a.n.a.
Q3 202113$3.5bnn.a.n.a.
Q4 202112$4.3bnn.a.n.a.
Q1 202212$4.6bnn.a.n.a.
Q2 202214$4.1bnn.a.n.a.
Q3 202217$2.5bnn.a.n.a.
Q4 202216$3.3bnn.a.n.a.
Q1 202317$2.9bnn.a.n.a.
Q2 202319$2.3bnn.a.n.a.
Q3 202312$1.8bnn.a.n.a.
Q4 202317$3.0bn86
Q1 202418$4.3bn1210
Q2 202420$4.7bn128
Q3 202419$4.5bn910
Q4 202414$3.8bn59
Q1 202514$3.8bn84
Q2 202513$3.9bn65
Q3 202514$3.9bn121
Q4 202511$4.6bn1122
Q1 20269$4.7bn1518
Q2 20269$5.2bn2013

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

IFF and LIN →IFF and GLW →IFF and HWM →Choose a stock to compare with IFF →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own IFF, latest filings →Back to the 13F Explorer →