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 Q4 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $237.93 M.
Top institutional holders include Francois Rochon and Chuck Royce.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $25.44 M net outflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 259.7%. Conversely, Jeremy Grantham reduced exposure by 62.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Installed Building Products, Inc. (IBP)
Major holders include Francois Rochon ($134.68 M), Chuck Royce ($39.95 M), First Eagle Investment ($15.82 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 835,754 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $25.44 M, with 7 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 $41.99 M.
Yes, 3 managers opened new positions in IBP, and 4 increased their existing holdings. The total reported buy value was $16.55 M.
