The buying is unanimous but very small in dollar terms (0.04% of market cap) and lacks insider corroboration. Monitor next quarter's 13F to see if these positions were maintained or expanded, which would indicate conviction beyond a single quarter.
Executive Summary
Five institutional investors increased their IFF positions in Q3 2026, with aggregate holdings rising by $8.7M to $16.0M. The buying is concentrated among asset managers, including a Swedish pension fund that more than doubled its stake, but the total dollar value is small relative to IFF's $23.1B market cap and the 13F data is 45+ days stale.
Key Financial Metrics
Institutional Positions
Net institutional flow: $8.7M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Unisuper Management Pty | ADD | +37.9% | $2.7M | $843.0K |
| Truist Financial | ADD | +33% | $1.0M | $295.0K |
| Farther Finance Advisors | DOUBLED | +122.6% | $533.0K | $307.0K |
| Fjarde Ap-Fonden /Fourth Swedish National | DOUBLED | +201.1% | $9.8M | $6.7M |
| Abn Amro Investment Solutions | ADD | +28.2% | $2.0M | $511.0K |
Key Facts
- 5 institutional buyers added $8.7M in net new value, bringing total disclosed holdings to $16.0M
- No institutional sellers were identified in the cluster
- Fjarde Ap-Fonden (Fourth Swedish National Pension Fund) doubled its position by +201.1%, adding $6.7M
- Farther Finance Advisors doubled its position (+122.6%), adding $307K
- Insider trading activity is divergent (score 18/100) with zero open-market insider buying
- The cluster represents a tiny fraction of IFF's $23.1B market cap
Financial Impact
5 institutions accumulated $8.7M in net new IFF positions during Q3 2026, with total disclosed holdings of $16.0M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- Total buying of $8.7M is negligible relative to IFF's $23.1B market cap
- No insider buying to corroborate the institutional signal
- Hedge funds may misreport 13F holdings; subsequent restatements are possible
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-IFF-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | Institutional Cluster | $92.13 | awaiting T+60 | awaiting T+60 | No price |
Oct 27, 2026 4d ago | Institutional Cluster | $90.66 | awaiting T+60 | awaiting T+60 | No price |
Sep 11, 2026 7w ago | ANALYST-UPGRADE | $83.61 | awaiting T+60 | awaiting T+60 | No price |
Aug 10, 2026 11w ago | Insider Cluster | $85.00 | awaiting T+60 | awaiting T+60 | No price |
Jul 20, 2026 14w ago | Press Release | $76.26 $88.20 | ▲ +15.66% | ▲ +11.68% | No price |
Jun 23, 2026 18w ago | 8-K | $75.83 $84.91 | ▲ +11.97% | ▲ +9.14% | No price |
Jun 9, 2026 20w ago | ANALYST-UPGRADE | $75.78 $86.94 | ▲ +14.73% | ▲ +10.91% | No price |
Jun 1, 2026 21w ago | 8-K | $74.26 $87.16 | ▲ +17.37% | ▲ +16.14% | No price |
Mar 18, 2026 32w ago | DEFA14A | $67.91 $77.51 | ▲ +14.14% | ▲ +2.61% | No price |
Mar 12, 2026 33w ago | Insider Cluster | $69.60 $73.01 | ▲ +4.90% | ▼ −5.80% | No price |
US Market Status
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