Guru Ownership Trend
Guru Analysis for Installed Building Products, Inc. (IBP)
Installed Building Products, Inc. (IBP), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $109.6 M.
Top institutional holders include Francois Rochon and First Eagle Investment.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $11.4 M net outflow during the quarter.
Recent activity highlights First Eagle Investment who increased their stake by 99.8%. Conversely, Joel Greenblatt reduced exposure by 82.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Installed Building Products, Inc. (IBP)
Major holders include Francois Rochon ($91.4 M), First Eagle Investment ($29.32 M), Chuck Royce ($4.39 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 558,930 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $11.4 M, with 2 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited IBP. The total reported sell value was $26.1 M.
Yes, 0 managers opened new positions in IBP, and 2 increased their existing holdings. The total reported buy value was $14.7 M.