Guru Ownership Over Time
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 $1.24 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 | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 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 |
| 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 International Flavors & Fragrances Inc. (IFF)
Top Guru holders include First Eagle Investment ($426.29 M), First Pacific Advisors ($301.78 M), Carl Icahn ($292.32 M). Collectively, tracked Gurus hold 19.27 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $216.79 M, with 11 Gurus buying and 5 Gurus selling.
In the recent quarter, 3 Gurus reduced their positions, and 2 Gurus sold out of IFF completely. Total sell value was $91.43 M.
Yes, 3 Gurus opened new positions in IFF, and 8 added to their existing holdings. Total buy value was $308.22 M.