Guru Ownership Over Time
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 $250.71 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 | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 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 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
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)
Top Guru holders include Francois Rochon ($126.96 M), Chuck Royce ($64.71 M), Jeremy Grantham ($21.17 M). Collectively, tracked Gurus hold 933,825 shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $39.54 M, with 4 Gurus buying and 3 Gurus selling.
In the recent quarter, 3 Gurus reduced their positions, and 0 Gurus sold out of IBP completely. Total sell value was $40.91 M.
Yes, 2 Gurus opened new positions in IBP, and 2 added to their existing holdings. Total buy value was $1.37 M.