Independent Franchise Partners LLP
13F filer · CIK 1483866 · London
Summary
Independent Franchise Partners LLP reported $15.24B across 26 positions in its 13F for 2026 Q2, filed Aug 13, 2026. The largest holdings are BMY (8.2%), SOLV (8.2%), LYV (7.2%). Versus 2026 Q1, leaving options aside, it opened 0 new positions, added to 18, trimmed 8 and sold out of 0.
Reported value$15.24B
Positions26
Report period2026 Q2
FiledAug 13, 2026
New positions0
Added18
Trimmed8
Sold out0
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 8.2%Value $1.26BPrice $62.86Shares 21.79M +2.43%Since Jun 30 +9.09%
Weight 8.2%Value $1.25BPrice $89.54Shares 16.17M +2.77%Since Jun 30 +16.06%
Weight 7.2%Value $1.10BPrice $171.89Shares 6.01M +2.54%Since Jun 30 -6.13%
Weight 6.6%Value $1.01BPrice $66.19Shares 13.98M +15.21%Since Jun 30 -8.25%
Weight 6.3%Value $963.68MPrice $17.88Shares 50.43M +2.48%Since Jun 30 -6.44%
Weight 6.0%Value $911.58MPrice $227.27Shares 5.82M +44.21%Since Jun 30 +45.07%
Weight 5.8%Value $877.96MPrice $275.90Shares 2.65M +2.28%Since Jun 30 -16.82%
Weight 5.2%Value $796.41MPrice $29.10Shares 32.07M +3.72%Since Jun 30 +17.20%
Weight 5.1%Value $776.14MPrice $156.96Shares 5.42M +2.81%Since Jun 30 +9.69%
Weight 5.1%Value $772.88MPrice $271.95Shares 3.04M +2.41%Since Jun 30 +7.08%
Weight 4.7%Value $723.66MPrice $185.73Shares 5.58M +21.35%Since Jun 30 +43.29%
Weight 4.2%Value $646.71MPrice $152.91Shares 5.25M +6.01%Since Jun 30 +24.21%
Weight 3.4%Value $513.80MPrice $27.44Shares 16.30M +23.51%Since Jun 30 -12.94%
Weight 3.3%Value $508.09MPrice $107.32Shares 4.55M -32.86%Since Jun 30 -3.96%
Weight 3.1%Value $466.45MPrice $193.76Shares 2.58M +0.69%Since Jun 30 +7.10%
Weight 2.9%Value $438.07MPrice $63.06Shares 8.40M +2.74%Since Jun 30 +20.90%
Weight 2.6%Value $390.15MPrice $95.57Shares 4.94M -25.45%Since Jun 30 +21.05%
Weight 2.4%Value $368.89MPrice $66.33Shares 5.15M +414.04%Since Jun 30 -7.36%
Weight 2.3%Value $351.85MPrice $27.14Shares 13.00M -0.28%Since Jun 30 +0.26%
Weight 1.7%Value $256.81MPrice $56.55Shares 5.48M +3.29%Since Jun 30 +20.73%
Weight 1.7%Value $253.21MPrice $32.24Shares 9.02M -0.96%Since Jun 30 +14.90%
Weight 1.4%Value $217.49MPrice $30.90Shares 8.16M -6.21%Since Jun 30 +15.90%
Weight 0.8%Value $115.22MPrice $28.15Shares 3.67M +34.12%Since Jun 30 -10.26%
Weight 0.7%Value $99.90MPrice $38.12Shares 2.65M -6.21%Since Jun 30 +0.95%
Weight 0.6%Value $94.44MPrice $77.74Shares 1.12M -6.21%Since Jun 30 -8.21%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 8.2% | $1.26B | +9.09% | +2.43% | Add | |
| 8.2% | $1.25B | +16.06% | +2.77% | Add | |
| 7.2% | $1.10B | -6.13% | +2.54% | Add | |
| 6.6% | $1.01B | -8.25% | +15.21% | Add | |
| 6.3% | $963.68M | -6.44% | +2.48% | Add | |
| 6.0% | $911.58M | +45.07% | +44.21% | Add | |
| 5.8% | $877.96M | -16.82% | +2.28% | Add | |
| 5.2% | $796.41M | +17.20% | +3.72% | Add | |
| 5.1% | $776.14M | +9.69% | +2.81% | Add | |
| 5.1% | $772.88M | +7.08% | +2.41% | Add | |
| 4.7% | $723.66M | +43.29% | +21.35% | Add | |
| 4.2% | $646.71M | +24.21% | +6.01% | Add | |
| 3.4% | $513.80M | -12.94% | +23.51% | Add | |
| 3.3% | $508.09M | -3.96% | -32.86% | Trim | |
| 3.1% | $466.45M | +7.10% | +0.69% | Add | |
| 2.9% | $438.07M | +20.90% | +2.74% | Add | |
| 2.6% | $390.15M | +21.05% | -25.45% | Trim | |
| 2.4% | $368.89M | -7.36% | +414.04% | Add | |
| 2.3% | $351.85M | +0.26% | -0.28% | Trim | |
| 1.7% | $256.81M | +20.73% | +3.29% | Add | |
| 1.7% | $253.21M | +14.90% | -0.96% | Trim | |
| 1.4% | $217.49M | +15.90% | -6.21% | Trim | |
| 0.8% | $115.22M | -10.26% | +34.12% | Add | |
| 0.7% | $99.90M | +0.95% | -6.21% | Trim | |
| 0.6% | $94.44M | -8.21% | -6.21% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.