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 Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $274.43 M.
Top institutional holders include Francois Rochon and Chuck Royce.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $39.54 M net outflow during the quarter.
Recent activity highlights Ray Dalio who opened a new position. Conversely, Jeremy Grantham reduced exposure by 37.2%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 3.89% | Add 0.1% | 514,736 | $126.96 M | Q3 2025 | |
| 0.65% | Reduce -29.2% | 262,333 | $64.71 M | Q3 2025 | |
| 0.06% | Reduce -37.2% | 85,821 | $21.17 M | Q3 2025 | |
| 0.03% | Reduce -10.0% | 61,288 | $15.12 M | Q3 2025 | |
| 0.00% | Add 18.4% | 5,169 | $1.28 M | Q3 2025 | |
| 0.00% | New Buy | 2,720 | $670,915 | Q3 2025 | |
| 0.00% | New Buy | 1,758 | $433,628 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Installed Building Products, Inc. (IBP)
Major holders include Francois Rochon ($126.96 M), Chuck Royce ($64.71 M), Jeremy Grantham ($21.17 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 933,825 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $39.54 M, with 4 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited IBP. The total reported sell value was $40.91 M.
Yes, 2 managers opened new positions in IBP, and 2 increased their existing holdings. The total reported buy value was $1.37 M.