13FPulse
IF

IFF INTL FLAVORS & FRAGRANCES

2026Q2 · CUSIP 459506101 · Sector: Materials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
733
Institutions that reported holding it to the SEC
Net increase in holders
+30
Last quarter 703 → now 733
How unusual is that
Top 20%
Stronger buying than 89% of US stocks
What the filings say, in one paragraph

733 funds held IFF at the end of 2026Q2, up 30 from the quarter before. That is stronger buying than 89.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $10.8B(YoY -5.6%), the P/E is 26.9x, return on equity is 5.9%. IFF has had 21 buying rushes in its history, and the price moved +1.9% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Materials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=338 2013Q4: holders=373 2014Q1: holders=364 2014Q2: holders=373 2014Q3: holders=395 2014Q4: holders=404 2015Q1: holders=431 2015Q2: holders=431 2015Q3: holders=418 2015Q4: holders=440 2016Q1: holders=452 2016Q2: holders=467 2016Q3: holders=455 2016Q4: holders=473 2017Q1: holders=488 2017Q2: holders=479 2017Q3: holders=490 2017Q4: holders=525 2018Q1: holders=544 2018Q2: holders=532 2018Q3: holders=570 2018Q4: holders=572 2019Q1: holders=561 2019Q2: holders=576 2019Q3: holders=530 2019Q4: holders=567 2020Q1: holders=545 2020Q2: holders=552 2020Q3: holders=534 2020Q4: holders=583 2021Q1: holders=737 2021Q2: holders=752 2021Q3: holders=746 2021Q4: holders=786 2022Q1: holders=740 2022Q2: holders=729 2022Q3: holders=730 2022Q4: holders=769 2023Q1: holders=757 2023Q2: holders=761 2023Q3: holders=738 2023Q4: holders=766 2024Q1: holders=741 2024Q2: holders=771 2024Q3: holders=785 2024Q4: holders=761 2025Q1: holders=721 2025Q2: holders=690 2025Q3: holders=704 2025Q4: holders=710 2026Q1: holders=703 2026Q2: holders=733 -154 -77 +0 +77 +154 304565826 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 21 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2024Q2 Top 10% -9.0% -16.1%
2023Q4 Top 20% +23.4% +22.9%
2022Q4 Top 10% -11.5% -32.3%
2021Q4 Top 20% -7.1% -10.0%
2021Q2 Top 20% +1.6% -8.2%
2021Q1 Top 1% in the market +7.3% +9.0%
2020Q4 Top 20% +3.5% +11.0%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
281
Change in large funds
+22
Total value they hold
$21.5B
Funds buying for the first time
111
Funds that sold out entirely
81
Price change that quarter
+18.6%
Funds holding puts (bearish)
7
Funds holding calls (bullish)
9

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
26.9
EPS (TTM)
$3.23
EPS YoY
Revenue (TTM)
$10.8B
Revenue YoY
-5.6%
Net margin
7.7%
ROE
5.9%
Debt ratio
43.8%
FCF (TTM)
$400M
Dividend (TTM)
$1.60
Quarterly Revenue & EPS
2022-06-30: EPS 0.43 2022-09-30: EPS -8.60 2022-12-31: EPS -0.11 2023-03-31: EPS -0.04 2023-06-30: EPS 0.11 2023-09-30: EPS 0.10 2023-12-31: EPS -10.31 2024-03-31: EPS 0.23 2024-06-30: EPS 0.66 2024-09-30: EPS 0.23 2024-12-31: EPS -0.08 2025-03-31: EPS -3.98 2025-06-30: EPS 2.38 2025-09-30: EPS 0.16 2025-12-31: EPS 0.03 2026-03-31: EPS 0.66 0B 1.7B 3.3B $B -11.34 -4.36 2.62 2017201820192020202120222023202420252026 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
20 624 1228 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-200M166M531M 20162017201820192020202120222023202420252026
Latest quarter $92M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-03-31 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.