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International Flavors & Fragrances Inc.

IFF Materials
$69.61 $-0.4 (-0.57%)
Market Cap: $17.78 B
Gurus Holding
9
Popularity Rank
#606
% of Shares Held
8.49%
Net Activity (Q4 2025)
+$165.04 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 Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.51 B.

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

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $165.04 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 43.5%. Conversely, Carl Icahn reduced exposure by 10.0%.

Key Holders

Top 5 by Value

$288.09 M
$165.43 M
$31.4 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$215.12 M
Total Buy Value
New Buys 0
Additions 6
-$50.08 M
Total Sell Value
Reductions 3
Sold Out 6

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
9
Net Buyers
6

FAQs for International Flavors & Fragrances Inc. (IFF)

Major holders include First Eagle Investment ($595.17 M), First Pacific Advisors ($358.92 M), Carl Icahn ($288.09 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 21.69 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $165.04 M, with 6 managers increasing positions and 9 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 6 fully exited IFF. The total reported sell value was $50.08 M.

Yes, 0 managers opened new positions in IFF, and 6 increased their existing holdings. The total reported buy value was $215.12 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.05% Add 27.5% 8,831,668 $595.17 M Q4 2025
4.73% Add 8.6% 5,326,041 $358.92 M Q4 2025
3.41% Reduce -10.0% 4,275,000 $288.09 M Q4 2025
0.09% Add 43.5% 2,454,839 $165.43 M Q4 2025
0.11% Add 34.5% 465,990 $31.4 M Q4 2025
1.76% Add 1.6% 127,000 $8.56 M Q4 2025
0.06% Reduce -5.5% 92,654 $6.24 M Q4 2025
3.22% Reduce -4.1% 76,031 $5.12 M Q4 2025
0.04% Add 0.5% 42,033 $2.86 M Q4 2025
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