Independent Franchise Partners LLP Top Holdings and 13F Report (2026) About Independent Franchise Partners LLPInvestment ActivityIndependent Franchise Partners LLP has $14.29 billion in total holdings as of March 31, 2026.Independent Franchise Partners LLP owns shares of 26 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 10.64% of the portfolio was purchased this quarter.About 11.66% of the portfolio was sold this quarter.This quarter, Independent Franchise Partners LLP has purchased 27 new stocks and bought additional shares in 15 stocks.Independent Franchise Partners LLP sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings Bristol Myers Squibb $1,290,357,498SOLVENTUM CORP $1,027,397,223Live Nation Entertainment $894,434,090Kenvue $848,360,539TransUnion $839,409,205 Largest Purchases this Quarter Salesforce 3,497,051 shares (about $652.79M)TransUnion 2,995,041 shares (about $207.23M)Gartner 1,292,205 shares (about $204.61M)AON 472,479 shares (about $152.51M)Zillow Group 2,244,024 shares (about $92.86M) Largest Sales this Quarter Corteva 9,306,492 shares (about $779.05M)Philip Morris International 1,263,162 shares (about $208.85M)Johnson & Johnson 684,893 shares (about $167.42M)Warner Bros. Discovery 3,999,444 shares (about $109.82M)FOX 1,602,825 shares (about $93.60M) 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$1,290,357,498$27,130,322 â–²2.1%21,275,4749.0%MedicalSOLVENTUM CORP$1,027,397,223$24,670,601 â–²2.5%15,733,4957.2%COM SHSLYVLive Nation Entertainment$894,434,090$19,984,758 â–²2.3%5,864,7576.3%Consumer DiscretionaryKVUEKenvue$848,360,539$18,315,293 â–²2.2%49,208,8485.9%Consumer StaplesTRUTransUnion$839,409,205$207,226,887 â–²32.8%12,131,9445.9%Business ServicesAONAON$835,355,285$152,506,772 â–²22.3%2,588,0025.8%FinanceICEIntercontinental Exchange$779,352,597$19,398,758 â–²2.6%4,955,1925.5%FinanceNWSANews$770,949,629$24,693,813 â–²3.3%30,924,5745.4%Consumer DiscretionaryCRMSalesforce$753,222,783$652,794,510 â–²650.0%4,035,0505.3%Computer and TechnologyITGartner$728,486,080$204,607,740 â–²39.1%4,600,7715.1%Business ServicesJNJJohnson & Johnson$726,337,815$167,415,245 â–¼-18.7%2,971,4365.1%MedicalABNBAirbnb$666,210,471$16,339,243 â–²2.5%5,275,6614.7%Consumer DiscretionaryEBAYeBay$616,408,556$88,830,514 â–¼-12.6%6,772,2324.3%Retail/WholesaleZZillow Group$546,109,612$92,857,713 â–²20.5%13,197,4293.8%Computer and TechnologyFOXAFOX$477,402,129$93,604,980 â–¼-16.4%8,174,6943.3%Consumer DiscretionaryELEstee Lauder Companies$475,730,315$86,749,045 â–¼-15.4%6,628,5403.3%Consumer StaplesPMPhilip Morris International$423,363,982$208,851,205 â–¼-33.0%2,560,5663.0%Consumer StaplesWMGWarner Music Group$332,894,847$1,582,229 â–¼-0.5%13,034,2542.3%Consumer DiscretionaryFOXFOX$281,848,481$7,074,035 â–²2.6%5,307,8812.0%Consumer DiscretionaryNWSNews$259,776,277$1,416,804 â–¼-0.5%9,111,7601.8%Consumer DiscretionaryWBDWarner Bros. Discovery$238,839,665$109,824,732 â–¼-31.5%8,697,7301.7%Consumer DiscretionaryZGZillow Group$113,345,769$29,549,397 â–²35.3%2,738,4820.8%FinanceCTVACorteva$99,522,484$779,046,444 â–¼-88.7%1,188,8960.7%Consumer StaplesRYANRyan Specialty$95,175,613$23,804,953 â–²33.4%2,820,8540.7%FinanceTKO GROUP HOLDINGS INC$92,275,040$5,692,983 â–¼-5.8%457,6000.6%CL AOTISOtis Worldwide$77,256,050$4,768,554 â–¼-5.8%1,002,2840.5%IndustrialsRBARB Global$0$118,485,460 â–¼-100.0%00.0%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. 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