Independent Franchise Partners LLP Top Holdings and 13F Report (2025) About Independent Franchise Partners LLPInvestment ActivityIndependent Franchise Partners LLP has $13.32 billion in total holdings as of December 31, 2024.Independent Franchise Partners LLP owns shares of 25 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 14.43% of the portfolio was purchased this quarter.About 1.46% of the portfolio was sold this quarter.This quarter, Independent Franchise Partners LLP has purchased 25 new stocks and bought additional shares in 17 stocks.Independent Franchise Partners LLP sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings Bristol-Myers Squibb $968,829,192Corteva $939,641,095Intercontinental Exchange $918,026,172RB Global $871,786,012Zillow Group $805,857,492 Largest Purchases this Quarter Live Nation Entertainment 3,168,210 shares (about $410.28M)Corteva 5,604,838 shares (about $319.25M)Estée Lauder Companies 2,458,379 shares (about $184.33M)Bristol-Myers Squibb 2,944,879 shares (about $166.56M)Intercontinental Exchange 1,062,904 shares (about $158.38M) Largest Sales this Quarter RB Global 1,057,725 shares (about $95.42M)Zillow Group 851,811 shares (about $63.08M)Electronic Arts 106,820 shares (about $15.63M)Aspen Technology 35,374 shares (about $8.83M)Kenvue 246,013 shares (about $5.25M) Sector Allocation Over TimeMap of 500 Largest Holdings ofIndependent Franchise Partners LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBMYBristol-Myers Squibb$968,829,192$166,562,356 ▲20.8%17,129,2297.3%MedicalCTVACorteva$939,641,095$319,251,572 ▲51.5%16,496,5087.1%Consumer StaplesICEIntercontinental Exchange$918,026,172$158,383,325 ▲20.8%6,160,8366.9%FinanceRBARB Global$871,786,012$95,417,372 ▼-9.9%9,663,9626.5%Business ServicesZZillow Group$805,857,492$63,076,604 ▼-7.3%10,882,6136.0%FinancePMPhilip Morris International$799,585,060$65,041,232 ▲8.9%6,643,8316.0%Consumer StaplesFOXAFOX$785,898,529$4,348,201 ▼-0.6%16,177,4095.9%Consumer DiscretionaryJNJJohnson & Johnson$751,224,396$141,469,598 ▲23.2%5,194,4715.6%MedicalNWSANews$733,039,312$77,444,683 ▲11.8%26,617,2595.5%Consumer DiscretionaryAONAON$724,415,663$16,189,137 ▲2.3%2,016,9725.4%FinanceEBAYeBay$692,516,624$141,112,126 ▲25.6%11,178,6385.2%Retail/WholesaleORCLOracle$689,632,141$40,152,908 ▲6.2%4,138,4555.2%Computer and TechnologyLYVLive Nation Entertainment$607,871,187$410,283,195 ▲207.6%4,693,9864.6%Consumer DiscretionaryELEstée Lauder Companies$589,204,686$184,329,257 ▲45.5%7,858,1584.4%Consumer StaplesEAElectronic Arts$564,269,590$15,627,766 ▼-2.7%3,856,9354.2%Consumer DiscretionaryTKO GROUP HOLDINGS INC$484,472,885$33,455,536 ▲7.4%3,409,1403.6%CL ANWSNews$293,640,888$19,103,163 ▲7.0%9,649,7172.2%Consumer DiscretionaryFOXFOX$261,010,095$34,756,637 ▲15.4%5,706,3862.0%Consumer DiscretionaryTRUTransUnion$193,397,695$34,834,484 ▲22.0%2,086,0501.5%Business ServicesWMGWarner Music Group$182,745,775$26,032,374 ▲16.6%5,895,0251.4%Consumer DiscretionaryZGZillow Group$143,425,410$1,236,049 ▼-0.9%2,024,3531.1%FinanceAZPNAspen Technology$129,853,531$8,830,412 ▼-6.4%520,1841.0%Computer and TechnologySOLVENTUM CORP$105,904,353$54,253,228 ▲105.0%1,603,1540.8%COM SHSKVUEKenvue$77,238,941$5,252,378 ▼-6.4%3,617,7490.6%Consumer StaplesRTORentokil Initial$7,574,452$1,176,013 ▼-13.4%299,1490.1%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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