HolderBook

INGERSOLL RAND INC (IR)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

32
Reporting holders
$68.5M
Reported value
0.0%
Calls
0.0%
Puts
-868
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Douglas Lane & Associates, LLC$61.8M822,4450.83%27q-1.5%-$940.2K
GAMMA Investing LLC$1.3M17,8870.05%12q+4.5%+$57.4K
Breakwater Capital Group$1.1M15,2310.14%16q-0.7%-$7.5K
Wedmont Private Capital$758.1K9,7190.02%15q+58.9%+$280.9K
CANANDAIGUA NATIONAL BANK & TRUST CO$632.4K8,4190.05%newNEW
Athena Wealth Management, LLC$556.8K7,4130.40%4q-3.2%-$18.7K
Farther Finance Advisors, LLC$500.5K6,6640.00%16q+12.0%+$53.8K
Partnership Wealth Management, LLC$359.8K4,7900.26%12qHELD
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$274.7K3,6570.00%16q-1.1%-$3.0K
Cooper Financial Group$233.4K3,1070.02%10q-5.0%-$12.4K
Dorato Capital Management$185.6K2,4030.12%4qHELD
Grove Bank & Trust$172.4K2,2950.02%25qHELD
Acropolis Investment Management, LLC$124.3K1,6540.00%3q-50.0%-$124.3K
MassMutual Private Wealth & Trust, FSB$98.7K1,3140.00%23q-8.9%-$9.6K
Bank of New Hampshire$61.3K8160.01%19q-6.0%-$3.9K
Hickory Point Bank & Trust$43.7K5820.03%3qHELD
Gladwyn Financial Advisors, Inc.$37.6K5000.02%6qHELD
Pacifica Partners Inc.$33.2K4410.01%13qHELD
Versant Capital Management, Inc$32.1K4270.00%27q+9.2%+$2.7K
EASTERN BANK$31.8K4230.00%9qHELD
Rosenberg Matthew Hamilton$23.2K3090.00%26qHELD
Davis Capital Management$16.6K2210.01%13q+1.4%
Olistico Wealth, LLC$15.1K2010.01%4qHELD
Roxbury Financial LLC$15.0K2000.01%2qHELD
TOTH FINANCIAL ADVISORY CORP$12.3K1640.00%6qHELD
Mn Services Vermogensbeheer B.V.$8.6K114,7870.06%22qHELD
ARMSTRONG ADVISORY GROUP, INC$6.2K820.00%8qHELD
CoreCap Advisors, LLC$4.1K540.00%11q+17.4%
ELEVATION WEALTH PARTNERS, LLC$1.7K230.00%newNEW
Planning Strategies Inc.$976130.00%2q-13.3%
ATWOOD & PALMER INC$752100.00%12qHELD
Trust Co$45160.00%4qHELD
CX Institutional$2303,0570.01%11q-2.2%
GILPIN WEALTH MANAGEMENT, LLC$22630.00%newNEW

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1413G/AT. Rowe Price Associates, Inc.6.9%
2026-08-1213G/ACapital Research Global Investors6.4%
2026-08-0613G/AFMR LLCwith 1 co-filers3.4%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-03Satpathy AurobindDirectorBought11,538$1.0M

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202632$68.5M911,4733690.0%
Q2 2026900$34.7B422,001,944912533500.4%
Q1 2026899$32.9B410,906,013982932670.3%
Q4 2025894$33.8B426,078,854652603060.2%
Q3 2025888$34.6B417,480,672922693100.3%
Q2 2025875$33.8B405,341,714853182540.2%
Q1 2025871$31.9B398,363,723722782830.2%
Q4 2024936$36.0B397,005,210933132490.2%
Q3 2024874$41.2B417,622,227872912490.3%
Q2 2024860$37.6B413,007,175782852490.3%
Q1 2024852$39.1B410,578,0081142532660.3%
Q4 2023789$31.3B402,948,660782382450.3%
Q3 2023733$24.9B389,680,192752022330.3%
Q2 2023718$25.4B388,346,482762242100.2%
Q1 2023684$23.9B409,580,857832191910.2%
Q4 2022656$20.6B393,089,9421012031740.1%
Q3 2022574$18.2B420,248,023391701940.1%
Q2 2022579$16.6B394,586,617551811760.2%
Q1 2022610$20.0B396,644,052481762070.2%
Q4 2021660$24.8B398,566,620851871630.8%
Q3 2021591$20.0B395,438,082682031390.3%
Q2 2021576$19.9B406,104,217521941430.2%
Q1 2021581$19.4B393,968,363671821540.2%
Q4 2020583$18.0B393,031,930821371840.2%
Q3 2020508$14.4B403,941,875551301880.5%
Q2 2020521$11.4B403,591,052731322050.3%
Q1 2020535$10.0B402,313,950532010.1%
Q4 20194$644.0K9,7561000.0%
Q3 20192$239.0K4,7110000.0%
Q2 20192$240.0K4,7110000.0%
Q1 20192$237.0K4,7111010.0%
Q4 20181$30.0K3240000.0%