Independent Franchise Partners LLP Top Holdings and 13F Report (2026) About Independent Franchise Partners LLPInvestment ActivityIndependent Franchise Partners LLP has $15.24 billion in total holdings as of June 30, 2026.Independent Franchise Partners LLP owns shares of 26 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 8.04% of the portfolio was purchased this quarter.About 2.74% of the portfolio was sold this quarter.This quarter, Independent Franchise Partners LLP has purchased 26 new stocks and bought additional shares in 18 stocks.Independent Franchise Partners LLP sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings Bristol Myers Squibb $1,255,703,498SOLVENTUM CORP $1,247,518,431Live Nation Entertainment $1,101,120,815TransUnion $1,008,275,675Kenvue $963,678,965 Largest Purchases this Quarter Otis Worldwide 4,149,820 shares (about $297.13M)Salesforce 1,783,787 shares (about $279.45M)TransUnion 1,844,708 shares (about $133.08M)Gartner 982,191 shares (about $127.31M)Zillow Group 3,103,325 shares (about $97.82M) Largest Sales this Quarter eBay 2,225,579 shares (about $248.71M)Estee Lauder Companies 1,686,803 shares (about $133.17M)Warner Bros. Discovery 539,797 shares (about $14.39M)Ryan Specialty 175,065 shares (about $6.61M)Corteva 73,784 shares (about $6.25M) 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$1,255,703,498$29,810,687 â–²2.4%21,792,8418.2%HealthcareSOLVENTUM CORP$1,247,518,431$33,679,292 â–²2.8%16,170,0388.2%COM SHSLYVLive Nation Entertainment$1,101,120,815$27,225,161 â–²2.5%6,013,4397.2%Communication ServicesTRUTransUnion$1,008,275,675$133,077,235 â–²15.2%13,976,6526.6%IndustrialsKVUEKenvue$963,678,965$23,297,880 â–²2.5%50,427,9946.3%Consumer StaplesCRMSalesforce$911,579,004$279,448,071 â–²44.2%5,818,8376.0%TechnologyAONAON$877,964,523$19,550,140 â–²2.3%2,646,9435.8%FinanceNWSANews$796,410,704$28,553,532 â–²3.7%32,074,5355.2%Communication ServicesABNBAirbnb$776,140,628$21,193,539 â–²2.8%5,423,7645.1%Consumer DiscretionaryJNJJohnson & Johnson$772,877,948$18,222,347 â–²2.4%3,043,1865.1%HealthcareITGartner$723,663,534$127,311,597 â–²21.3%5,582,9624.7%IndustrialsICEIntercontinental Exchange$646,712,834$36,679,147 â–²6.0%5,253,1304.2%FinanceZZillow Group$513,799,766$97,816,804 â–²23.5%16,300,7543.4%Communication ServicesEBAYeBay$508,088,472$248,708,453 â–¼-32.9%4,546,6533.3%Consumer DiscretionaryPMPhilip Morris International$466,445,318$3,213,323 â–²0.7%2,578,3283.1%Consumer StaplesFOXAFOX$438,074,001$11,681,962 â–²2.7%8,398,6582.9%Communication ServicesELEstee Lauder Companies$390,150,136$133,173,097 â–¼-25.4%4,941,7372.6%Consumer StaplesOTISOtis Worldwide$368,890,646$297,127,112 â–²414.0%5,152,1042.4%IndustrialsWMGWarner Music Group$351,850,554$986,701 â–¼-0.3%12,997,8042.3%Communication ServicesFOXFOX$256,808,497$8,187,351 â–²3.3%5,482,6751.7%Communication ServicesNWSNews$253,209,427$2,466,558 â–¼-1.0%9,023,8571.7%Communication ServicesWBDWarner Bros. Discovery$217,490,493$14,390,988 â–¼-6.2%8,157,9331.4%Communication ServicesZGZillow Group$115,220,033$29,313,853 â–²34.1%3,672,9370.8%Communication ServicesRYANRyan Specialty$99,904,992$6,610,454 â–¼-6.2%2,645,7890.7%FinanceCTVACorteva$94,438,835$6,248,767 â–¼-6.2%1,115,1120.6%MaterialsTKO GROUP HOLDINGS INC$86,380,510$5,738,945 â–¼-6.2%429,0920.6%CL AShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. 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