Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ingersoll Rand Inc (IR)

886 + Investors. Track Smart Money conviction in IR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
4Q ▲
Buyers last Q
53%

Smart Money Signals — IR

Based on 897 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added IR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
897 hedge funds hold IR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+50 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

432 buying390 selling
Last quarter: 432 funds bought or added vs 390 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~119 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 101 → 98 → 120 → 119. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 19% medium ■ 18% new
565 out of 897 hedge funds have held IR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

89 → 101 → 98 → 120 → 119 new funds/Q
New funds entering each quarter: 101 → 98 → 120 → 119. A growing number of institutions are discovering IR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 22% newcomers

■ 66% veterans ■ 12% 1-2yr ■ 22% new
Entry-cohort mix of 920 holders: 607 (66%) are 2+ year veterans, 112 entered 1–2 years ago, and 201 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
66 of 896 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in IR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IR

In 2026 Q1, 432 hedge funds were net buyers of IR (119 opened a new position, 313 added to an existing one), while 390 reduced or exited (287 trimmed, 103 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 64% of total institutional value in IR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 897.

Hedge Fund Ownership: IR

How many hedge funds hold IR — quarterly history vs. share price
Quarterly hedge fund ownership of IR vs. share price

Market Analysis: IR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ingersoll Rand Inc (IR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IR has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 87d ago
IR
-2.2%
XLI
+11.8%

IR outperformed XLI by -14.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 42d ago
IR
+11.3%
XLI
+5.5%

Since the filing became public, IR outperformed XLI by +5.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

58 top-rated funds 3 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: IR
886 + Investors

Track Smart Money conviction in IR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 886 881 0.57%
13F Shares 392M 403M -2.67%
Total Value $28.10B $31.24B -10.04%
New Positions 114 120 -6
Increased Positions 304 269 +35
Closed Positions 109 104 +5
Reduced Positions 281 322 -41
Total Calls 12 13 -7.69%
Total Puts 12 10 20.0%
PUT/CALL Ratio 1.0 0.77 Neutral

Statistics: IR

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Financial Highlights

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Institutional Holders (2026 Q1)

886 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BLVD Private Wealth, LLC 6.06% 86,993 $7.0M
2 Regents Gate Capital LLP 5.31% 310,957 $24.9M
3 Turtle Creek Asset Management Inc. 4.69% 2,297,279 $184.1M
4 Waycross Partners, LLC 2.80% 365,284 $29.3M
5 Goodnow Investment Group, LLC 2.71% 308,411 $24.7M
6 NZS Capital, LLC 2.43% 907,881 $72.7M
7 Econ Financial Services Corp 1.77% 47,513 $3.8M
8 Running Oak Capital LLC 1.67% 154,805 $12.4M
9 Carderock Capital Management Inc 1.28% 64,626 $5.2M
10 GDS Wealth Management 1.21% 251,001 $20.1M
11 Liontrust Investment Partners LLP 1.20% 1,023,584 $81.1M
12 Susquehanna Fundamental Investments, LLC 1.03% 341,317 $27.3M
13 Douglas Lane & Associates, LLC 0.97% 837,518 $67.1M
14 Massachusetts Wealth Management 0.96% 27,526 $2.2M
15 Caisse Des Depots Et Consignations 0.90% 682,627 $54.7M
16 Carmel Capital Partners, LLC 0.86% 29,862 $2.4M
17 Weitz Investment Management, INC. 0.74% 133,200 $10.7M
18 Wealth Advisory Solutions, LLC 0.74% 41,406 $3.3M
19 Marks Group Wealth Management, Inc 0.71% 91,663 $7.3M
20 Tema Etfs LLC 0.70% 130,975 $10.5M
21 New England Research & Management, Inc. 0.69% 20,259 $1.6M
22 APG Asset Management N.V. 0.67% 3,026,272 $210.4M
23 Causeway Capital Management LLC 0.62% 626,062 $50.2M
24 OMERS ADMINISTRATION Corp 0.60% 1,161,456 $93.1M
25 Meyer Handelman Co 0.58% 231,960 $18.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ingersoll Rand Inc (IR)

What does the Smart Money Trend signal show for IR?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IR?

Slight buying edge — 53% buying: Last quarter: 432 funds bought or added vs 390 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IR holders?

Elite ownership — 64% AUM from top-100 funds: 66 of 896 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in IR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IR?

63% of holders stayed for 2+ years: 565 out of 897 hedge funds have held IR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Ingersoll Rand Inc (IR) following the 2026 Q1 hedge fund 13F filings?

As of today, IR has moved +11.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of +5.8%. Since the quarter end (March 31, 2026), IR has gained -2.2% vs +11.8% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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