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 Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $125.23 M.
Top institutional holders include Francois Rochon and First Eagle Investment.
Institutional sentiment is currently Bearish. This is evidenced by a $62.22 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 59.7%. Conversely, Chuck Royce reduced exposure by 61.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Installed Building Products, Inc. (IBP)
Major holders include Francois Rochon ($107.03 M), First Eagle Investment ($16.93 M), Chuck Royce ($15.63 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 600,377 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $62.22 M, with 5 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited IBP. The total reported sell value was $65.87 M.
Yes, 0 managers opened new positions in IBP, and 5 increased their existing holdings. The total reported buy value was $3.65 M.
