International Flavors & Fragrances Inc.

IFF Materials
$69.6 $-2.56 (-3.55%)
Market Cap: $17.82 B
Gurus Holding
15
Popularity Rank
#96
% of Shares Held
7.52%
Net Activity (Q3 2025)
+$216.79 M

Guru Ownership Trend

Guru Analysis for International Flavors & Fragrances Inc. (IFF)

International Flavors & Fragrances Inc. (IFF), a key player in the Materials sector, continues to attract institutional attention.

As of Q3 2025, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.34 B.

Top institutional holders include First Eagle Investment and First Pacific Advisors.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $216.79 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 428.1%. Conversely, Renaissance Technologies reduced exposure by 96.6%.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.78% Add 27.3% 6,927,070 $426.29 M Q3 2025
4.17% Add 19.3% 4,903,862 $301.78 M Q3 2025
3.20% Add 26.7% 4,750,000 $292.32 M Q3 2025
0.07% Add 428.1% 1,711,154 $104.02 M Q3 2025
0.09% Add 267.2% 346,540 $21.33 M Q3 2025
0.02% Reduce -58.0% 181,598 $11.18 M Q3 2025
1.45% Add 19.1% 125,000 $7.69 M Q3 2025
0.06% Add 0.5% 98,058 $6.03 M Q3 2025
2.84% Add 6.1% 79,264 $4.88 M Q3 2025
0.01% New Buy 53,659 $3.3 M Q3 2025
0.03% Reduce -27.3% 41,830 $2.57 M Q3 2025
0.00% Reduce -96.6% 16,400 $1.01 M Q3 2025
0.00% New Buy 15,560 $957,562 Q3 2025
0.00% New Buy 13,558 $834,359 Q3 2025
0.03% 3,375 $207,697 Q3 2025

Key Holders

Top 5 by Value

$292.32 M
$104.02 M
$21.33 M

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$308.22 M
Total Buy Value
New Buys 3
Additions 8
-$91.43 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
5
Net Buyers
11

FAQs for International Flavors & Fragrances Inc. (IFF)

Major holders include First Eagle Investment ($426.29 M), First Pacific Advisors ($301.78 M), Carl Icahn ($292.32 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 19.27 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $216.79 M, with 11 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited IFF. The total reported sell value was $91.43 M.

Yes, 3 managers opened new positions in IFF, and 8 increased their existing holdings. The total reported buy value was $308.22 M.