INDEPENDENT INVESTORS INC — 13F Holdings & Portfolio
CIK 1121908 · latest 13F-HR filed 2026-04-17
INDEPENDENT INVESTORS INC manages $503.6M in 13F-reported U.S. long-equity assets across 70 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (54.48%), MSFT (3.99%), JNJ (3.45%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 1, added to 18, and trimmed 34.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$503.6M
Long-equity book
70
Distinct positions
2026-03-31
Filed 2026-04-17
+2 / −1 / ↑18 / ↓34
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Exxon Mobil Corporation$2.9M +39.2%
- Johnson & Johnson$2.6M +17.5%
- Honeywell International Inc.$1.1M +13.7%
- Amgen Inc.$666.1K +6.9%
- L3Harris Technologies, Inc.$502.9K +17.6%
Top Trims
- Apple Inc.-$22.8M -7.7%
- Microsoft Corporation-$6.2M -23.5%
- Waters Corporation-$2.1M -21.6%
- JPMorgan Chase & Co.-$1.9M -10.3%
- Qualcomm Inc.-$1.4M -24.7%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Apple Inc. | AAPL | 037833100 | $274.4M | 54.48% | 1,081,073 | SH |
| 2 | Microsoft Corporation | MSFT | 594918104 | $20.1M | 3.99% | 54,300 | SH |
| 3 | Johnson & Johnson | JNJ | 478160104 | $17.4M | 3.45% | 71,156 | SH |
| 4 | JPMorgan Chase & Co. | JPM | 46625H100 | $16.4M | 3.26% | 55,804 | SH |
| 5 | Amgen Inc. | AMGN | 031162100 | $10.4M | 2.06% | 29,476 | SH |
| 6 | Exxon Mobil Corporation | XOM | 30231G102 | $10.4M | 2.06% | 61,049 | SH |
| 7 | AbbVie Inc. | ABBV | 00287Y109 | $9.7M | 1.93% | 44,674 | SH |
| 8 | Honeywell International Inc. | HON | 438516106 | $9.4M | 1.86% | 41,550 | SH |
| 9 | Waters Corporation | WAT | 941848103 | $7.8M | 1.55% | 26,163 | SH |
| 10 | Berkshire Hathaway Inc. Class B | BRK.B | 084670702 | $7.1M | 1.42% | 14,887 | SH |
| 11 | NVIDIA Corporation | NVDA | 67066G104 | $6.7M | 1.34% | 38,565 | SH |
| 12 | Emerson Electric Co. | EMR | 291011104 | $6.4M | 1.27% | 48,896 | SH |
| 13 | Boeing Company | BA | 097023105 | $6.0M | 1.20% | 30,357 | SH |
| 14 | Procter & Gamble Company | PG | 742718109 | $5.8M | 1.15% | 40,095 | SH |
| 15 | McDonald's Corporation | MCD | 580135101 | $5.3M | 1.06% | 17,116 | SH |
| 16 | Norfolk Southern Corporation | NSC | 655844108 | $5.0M | 1.00% | 17,517 | SH |
| 17 | Qualcomm Inc. | QCOM | 747525103 | $4.4M | 0.88% | 34,292 | SH |
| 18 | Oracle Corporation | ORCL | 68389X105 | $4.4M | 0.87% | 29,900 | SH |
| 19 | Dover Corporation | DOV | 260003108 | $4.3M | 0.84% | 20,400 | SH |
| 20 | Walt Disney Company | DIS | 254687106 | $4.2M | 0.84% | 44,026 | SH |
| 21 | American Express Company | AXP | 025816109 | $3.6M | 0.72% | 12,000 | SH |
| 22 | Abbott Laboratories | ABT | 002824100 | $3.5M | 0.70% | 34,390 | SH |
| 23 | L3Harris Technologies, Inc. | LHX | 502431109 | $3.4M | 0.67% | 9,749 | SH |
| 24 | Nike, Inc. | NKE | 654106103 | $3.2M | 0.63% | 60,000 | SH |
| 25 | Goldman Sachs Group, Inc. | GS | 38141G104 | $3.1M | 0.61% | 3,640 | SH |
| 26 | Costco Wholesale Corporation | COST | 22160K105 | $2.9M | 0.57% | 2,865 | SH |
| 27 | PepsiCo, Inc. | PEP | 713448108 | $2.8M | 0.56% | 18,213 | SH |
| 28 | Union Pacific Corporation | UNP | 907818108 | $2.8M | 0.56% | 11,640 | SH |
| 29 | Novartis AG | NVS | 66987V109 | $2.7M | 0.54% | 17,900 | SH |
| 30 | Coca-Cola Company | KO | 191216100 | $2.7M | 0.54% | 35,496 | SH |
| 31 | Alphabet Inc. Class C | GOOG | 02079K107 | $2.7M | 0.53% | 9,290 | SH |
| 32 | Colgate-Palmolive Company | CL | 194162103 | $2.4M | 0.47% | 28,033 | SH |
| 33 | United Parcel Service, Inc. | UPS | 911312106 | $2.4M | 0.47% | 24,028 | SH |
| 34 | Home Depot, Inc. | HD | 437076102 | $2.0M | 0.39% | 6,001 | SH |
| 35 | Howard Hughes Holdings | HHH | 44267T102 | $1.8M | 0.36% | 28,637 | SH |
| 36 | Alphabet Inc. Class A | GOOGL | 02079K305 | $1.7M | 0.34% | 5,920 | SH |
| 37 | Bristol-Myers Squibb Company | BMY | 110122108 | $1.6M | 0.32% | 26,438 | SH |
| 38 | iShares Core S&P 500 ETF | IVV | 464287200 | $1.4M | 0.27% | 2,106 | SH |
| 39 | Chevron Corporation | CVX | 166764100 | $1.4M | 0.27% | 6,590 | SH |
| 40 | SPDR S&P 500 ETF | SPY | 78462F103 | $1.3M | 0.25% | 1,972 | SH |
| 41 | Alibaba Group Holding Ltd ADS | BABA | 01609W102 | $1.3M | 0.25% | 10,100 | SH |
| 42 | Bank of America Corporation | BAC | 060505104 | $1.2M | 0.24% | 24,580 | SH |
| 43 | GE Aerospace | GE | 369604301 | $1.2M | 0.23% | 4,114 | SH |
| 44 | Morgan Stanley | MS | 617446448 | $1.1M | 0.22% | 6,783 | SH |
| 45 | Stryker Corporation | SYK | 863667101 | $985.8K | 0.20% | 3,000 | SH |
| 46 | United Rentals, Inc. | URI | 911363109 | $965.3K | 0.19% | 1,325 | SH |
| 47 | Lowe's Companies, Inc. | LOW | 548661107 | $897.9K | 0.18% | 3,800 | SH |
| 48 | GE Vernova Inc. | GEV | 36828A101 | $869.4K | 0.17% | 996 | SH |
| 49 | JPMorgan Equity Premium Income ETF | JEPI | 46641Q332 | $862.2K | 0.17% | 15,211 | SH |
| 50 | Solstice Advanced Materials Inc. | SOLS | 83443Q103 | $786.7K | 0.16% | 10,329 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-17 | $503.6M | 70 | 0001104659-26-044706 |
| 2025-12-31 | 2026-01-15 | $538.1M | 69 | 0001104659-26-004034 |