Ingersoll Rand Inc (IR) Ownership

90.57 ↑1.94 (2.19%)

As of April 23, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Ingersoll Rand Inc (IR), owning a total of 45.4 million shares. Combined, the top 27 institutional holders of IR own 75.29% of the company with a total of 303.8 million shares.

In the latest ownership report on December 31st 2023, the top 27 institutional holders decreased their combined ownership of IR by 2.8 million shares. 12 institutions bought 12,638,486 total additional shares and increased their ownership by an average of 10.57%. However 8 institutions sold 15,474,742 total shares and decreased their ownership by an average of 9.81%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Ingersoll Rand decreased by a net total of -2,836,256 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.249%	0.391%	45,384,257	176,734	2023-12-31
BlackRock Inc	9.080%	10.330%	36,630,394	3,429,481	2023-12-31
T. Rowe Price Investment Management,Inc.	8.318%	-11.106%	33,555,818	-4,192,324	2023-12-31
T. Rowe Price Associates, Inc.	5.746%	-13.588%	23,179,763	-3,644,803	2023-12-31
State Street Corporation	3.799%	2.177%	15,326,522	326,477	2023-12-31
FMR Inc	3.431%	-27.871%	13,841,526	-5,348,512	2023-12-31
JPMorgan Chase & Co	3.084%	7.742%	12,441,703	893,987	2023-12-31
Capital Research & Mgmt Co - Division 3	3.036%	35.417%	12,246,481	3,202,973	2023-12-31
Artisan Partners Limited Partnership	2.986%	-1.553%	12,047,815	-190,104	2023-12-31
Capital Research Global Investors	2.432%	46.620%	9,811,827	3,119,793	2023-12-31
Putnam Investments LLC	2.341%	7.964%	9,443,792	696,610	2023-12-31
Geode Capital Management, LLC	2.211%	2.141%	8,919,891	187,000	2023-12-31
Massachusetts Financial Services Company	2.138%	-11.122%	8,623,594	-1,079,164	2023-12-31
HHG PLC	1.928%	-9.909%	7,779,538	-855,626	2023-12-31
Fisher Asset Management, LLC	1.577%	2.541%	6,361,549	157,665	2023-12-31
UBS Asset Mgmt Americas Inc	1.547%	-0.493%	6,239,860	-30,934	2023-12-31
Bank of New York Mellon Corp	1.308%	0.376%	5,278,438	19,791	2023-12-31
Morgan Stanley - Brokerage Accounts	1.262%	2.189%	5,091,185	109,079	2023-12-31
Wellington Management Company LLP	1.120%	-2.865%	4,518,417	-133,275	2023-12-31
NORGES BANK	0.968%	8.897%	3,903,418	318,896	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.249%	0.391%	45,384,257	176,734	2023-12-31
BlackRock Inc	9.080%	10.330%	36,630,394	3,429,481	2023-12-31
T. Rowe Price Investment Management,Inc.	8.318%	-11.106%	33,555,818	-4,192,324	2023-12-31
T. Rowe Price Associates, Inc.	5.746%	-13.588%	23,179,763	-3,644,803	2023-12-31
State Street Corporation	3.799%	2.177%	15,326,522	326,477	2023-12-31
FMR Inc	3.431%	-27.871%	13,841,526	-5,348,512	2023-12-31
JPMorgan Chase & Co	3.084%	7.742%	12,441,703	893,987	2023-12-31
Capital Research & Mgmt Co - Division 3	3.036%	35.417%	12,246,481	3,202,973	2023-12-31
Artisan Partners Limited Partnership	2.986%	-1.553%	12,047,815	-190,104	2023-12-31
Capital Research Global Investors	2.432%	46.620%	9,811,827	3,119,793	2023-12-31
Putnam Investments LLC	2.341%	7.964%	9,443,792	696,610	2023-12-31
Geode Capital Management, LLC	2.211%	2.141%	8,919,891	187,000	2023-12-31
Massachusetts Financial Services Company	2.138%	-11.122%	8,623,594	-1,079,164	2023-12-31
HHG PLC	1.928%	-9.909%	7,779,538	-855,626	2023-12-31
Fisher Asset Management, LLC	1.577%	2.541%	6,361,549	157,665	2023-12-31
UBS Asset Mgmt Americas Inc	1.547%	-0.493%	6,239,860	-30,934	2023-12-31
Bank of New York Mellon Corp	1.308%	0.376%	5,278,438	19,791	2023-12-31
Morgan Stanley - Brokerage Accounts	1.262%	2.189%	5,091,185	109,079	2023-12-31
Wellington Management Company LLP	1.120%	-2.865%	4,518,417	-133,275	2023-12-31
Northern Trust Corp	0.993%	2.444%	4,005,504	95,559	2023-09-30
NORGES BANK	0.968%	8.897%	3,903,418	318,896	2023-12-31
Amvescap Plc.	0.817%	7.680%	3,307,655	235,914	2023-06-30
Nuveen Asset Management, LLC	0.804%	-5.094%	3,255,652	-174,757	2022-09-30
Aristotle Capital Management LLC	0.786%	-3.846%	3,179,186	-127,174	2023-03-31
Ameriprise Financial Inc	0.783%	-34.656%	3,165,585	-1,678,899	2023-03-31
Turtle Creek Asset Management Inc.	0.778%	-5.693%	3,151,056	-190,200	2022-09-30
Dimensional Fund Advisors, Inc.	0.768%	-0.767%	3,109,087	-24,035	2023-09-30

Mutual Fund Ownership

Morningstar US Dividend Growth SMA is the biggest individual fund holder of Ingersoll Rand Inc (IR), owning a total of 24.7 million shares. Combined, the top 31 mutual fund holders of IR own 51.76% of the company with a total of 209.1 million shares.

In the latest ownership report on March 31st 2024, the top 31 fund holders increased their combined ownership of IR by 152 thousand shares. 1 funds bought 189,899 total additional shares and increased their ownership by an average of 4.72%. However 1 funds sold 37,920 total shares and decreased their ownership by an average of 0.77%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Ingersoll Rand increased by a net total of 151,979 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500 ETF Trust	1.211%	-0.770%	4,884,496	-37,920	2024-03-31
Putnam Large Cap Value A	1.044%	4.720%	4,213,470	189,899	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Morningstar US Dividend Growth SMA	6.105%	0.000%	24,710,759	24,710,759	2023-12-31
Vanguard Total Stock Mkt Idx Inv	3.152%	-0.217%	12,715,713	-27,688	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.094%	1.687%	12,525,272	207,786	2023-03-31
Vanguard Institutional 500 Index Trust	2.505%	1.031%	10,107,306	103,095	2024-02-29
T. Rowe Price Capital Appreciation	2.476%	-2.560%	9,989,399	-262,433	2023-12-31
Vanguard 500 Index Investor	2.409%	0.566%	9,742,512	54,820	2023-08-31
UBS: Global Equity	2.325%	0.000%	9,378,577	0	2023-12-31
Vanguard Mid Cap Index Institutional	2.242%	-0.263%	9,045,846	-23,878	2024-02-29
T. Rowe Price New Horizons	1.900%	-25.711%	7,665,816	-2,653,061	2023-12-31
US Small-Cap Growth II Equity Comp	1.900%	-25.711%	7,665,816	-2,653,061	2023-12-31
T. Rowe Price Mid-Cap Growth	1.733%	-17.748%	6,991,400	-1,508,600	2023-12-31
T. Rowe Price US Mid-Cap Growth Equity	1.733%	-17.748%	6,991,400	-1,508,600	2023-12-31
VA CollegeAmerica Amcap 529A	1.327%	31.114%	5,355,088	1,270,796	2023-12-31
Capital Group AMCAP Composite	1.327%	31.114%	5,355,088	1,270,796	2023-12-31
Fidelity® Magellan®	1.214%	-3.628%	4,914,374	-185,000	2023-09-30
SPDR® S&P 500 ETF Trust	1.211%	-0.770%	4,884,496	-37,920	2024-03-31
Fidelity 500 Index	1.203%	1.016%	4,854,910	48,851	2024-02-29
Fidelity® 500 Index	1.164%	0.641%	4,712,385	29,989	2023-11-30
JNL/T. Rowe Price Capital Appreciation A	1.128%	24.933%	4,568,018	911,646	2022-09-30
Janus Inst Mid Cap Growth CF	1.094%	-11.919%	4,415,214	-597,432	2023-12-31
Janus Henderson Enterprise D	1.094%	-11.919%	4,415,214	-597,432	2023-12-31
Putnam Large Cap Value A	1.044%	4.720%	4,213,470	189,899	2024-03-31
iShares Core S&P 500 ETF	1.040%	0.741%	4,196,237	30,848	2024-03-28
Putnam US Large Cap Value Equity	0.997%	2.053%	4,023,571	80,947	2023-12-31
American Funds Invmt Co of Amer A	0.991%	63.475%	3,997,965	1,552,346	2023-12-31
Capital Group Investment Co of Amer Comp	0.991%	63.475%	3,997,965	1,552,346	2023-12-31
BGF Sustainable Energy A2	0.935%	0.000%	3,786,765	0	2022-12-31
Vanguard Mid-Cap Value ETF	0.892%	-0.559%	3,608,868	-20,295	2023-05-31
T. Rowe Price US Large-Cap Growth Equity	0.867%	0.000%	3,504,795	0	2023-06-30
Vanguard Value Index Inv	0.833%	-2.965%	3,370,946	-103,009	2023-12-31
T. Rowe Price Lrg Cp Gr I	0.831%	-4.081%	3,361,761	-143,034	2023-09-30