CIK: 0001698246
Total reported value
$12.0B
Reporting period: 2026-03-31 · Number of holdings: 689
IFM Investors Pty Ltd disclosed 689 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $12.0B and a quarterly turnover rate of 16.6%.
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IFM Investors Pty Ltd's disclosed holdings carry a Herfindahl concentration index of 0.018 — mathematically equivalent to about 57 equally-sized positions, well below its 689 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.33), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim MSFT
+3.8% -$139.0M
Add ALLE
+2013.5% $68.5M
Add XOM
+4.2% $45.1M
Trim TSLA
+4.1% -$35.2M
Trim AMZN
+3.3% -$29.1M
Trim AAPL
+3.4% -$28.0M
Showing top 200 holdings (of 689 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.28% | -0.23% | +3.70% | |
| 2 | AAPL | Apple INC | Stock-Tech | 6.40% | -0.23% | +3.35% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.48% | -1.16% | +3.81% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.33% | -0.24% | +3.30% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.82% | -0.10% | +4.91% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.44% | -0.17% | +2.47% | |
| 7 | AVGO | Broadcom INC | Stock-Tech | 2.40% | -0.17% | +4.14% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.10% | -0.22% | +4.43% | |
| 9 | TSLA | Tesla INC | Stock-Consumer Disc | 1.81% | -0.29% | +4.06% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.34% | -0.08% | +3.02% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.26% | -0.17% | +3.42% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.18% | +0.38% | +4.22% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | — | +3.49% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | +0.18% | +3.27% | |
| 15 | WMT | Walmart INC | Stock-Consumer Staples | 0.88% | +0.11% | +3.16% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.87% | -0.11% | +3.16% | |
| 17 | INDA | Ishares Msci India ETF | ETF-Other | 0.76% | -0.11% | +0.55% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | +0.10% | +2.19% | |
| 19 | MA | Mastercard INC - A | Stock-Financials | 0.70% | -0.08% | +2.67% | |
| 20 | NFLX | Netflix INC | Stock-Comm Services | 0.69% | — | +4.51% | |
| 21 | ABBV | Abbvie INC | Stock-Healthcare | 0.66% | — | +3.44% | |
| 22 | MU | Micron Technology INC | Stock-Tech | 0.66% | +0.13% | +3.94% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.64% | +0.18% | +3.75% | |
| 24 | ALLE | Allegion plc | Stock-Industrials | 0.59% | +0.57% | +2013.48% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | — | +1.94% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.57% | — | +1.32% | |
| 27 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.57% | -0.08% | +5.43% | |
| 28 | CAT | Caterpillar INC | Stock-Industrials | 0.56% | +0.12% | +3.56% | |
| 29 | HD | Home Depot INC | Stock-Consumer Disc | 0.55% | — | +3.51% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.53% | — | +3.46% | |
| 31 | CSCO | Cisco Systems INC | Stock-Tech | 0.53% | — | +3.69% | |
| 32 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.52% | +0.07% | +2.50% | |
| 33 | GE | General Electric | Stock-Industrials | 0.52% | — | +5.15% | |
| 34 | AMAT | Applied Materials INC | Stock-Tech | 0.47% | +0.13% | +3.37% | |
| 35 | LRCX | Lam Research CORP | Stock-Tech | 0.47% | +0.11% | +3.14% | |
| 36 | GS | Goldman Sachs Group INC | Stock-Financials | 0.43% | — | +4.91% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.43% | -0.12% | +5.27% | |
| 38 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.42% | -0.07% | +3.44% | |
| 39 | WELL | Welltower INC | Stock-Real Estate | 0.42% | — | +4.22% | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.41% | — | +2.17% | |
| 41 | NEE | Nextera Energy INC | Stock-Utilities | 0.41% | — | -1.23% | |
| 42 | GEV | GE Vernova INC | Stock-Industrials | 0.40% | +0.11% | +3.36% | |
| 43 | VZ | Verizon Communications INC | Stock-Comm Services | 0.40% | +0.09% | +3.81% | |
| 44 | LIN | Linde plc | Stock-Materials | 0.39% | +0.39% | NEW | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.38% | — | +4.04% | |
| 46 | PLD | Prologis INC | Stock-Real Estate | 0.37% | — | +2.87% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.36% | — | +3.13% | |
| 48 | T | At&t INC | Stock-Comm Services | 0.36% | — | +5.28% | |
| 49 | PEP | Pepsico INC | Stock-Consumer Staples | 0.35% | — | +4.78% | |
| 50 | C | Citigroup INC | Stock-Financials | 0.34% | — | +0.39% |
Performance for Q3 2026
+3.4%
Performance Last 4 Quarters
+22%
Based on 77% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 689 | $12.0B | 17 | |
| 2025-12-31 | 606 | $12.0B | 15 | |
| 2025-09-30 | 619 | $11.4B | 26 | |
| 2025-06-30 | 617 | $10.5B | 0 | |
| 2025-03-31 | 654 | $9.2B | 13 | |
| 2024-12-31 | 674 | $9.8B | 100 | |
| 2024-09-30 | 681 | $10.4B | 0 | |
| 2024-06-30 | 686 | $9.9B | 0 | |
| 2024-03-31 | 624 | $9.2B | 0 | |
| 2023-12-31 | 571 | $8.2B | 0 | |
| 2023-09-30 | 640 | $7.6B | 0 | |
| 2023-06-30 | 638 | $7.6B | 0 | |
| 2023-03-31 | 624 | $6.6B | 0 | |
| 2022-12-31 | 622 | $6.0B | 0 | |
| 2022-09-30 | 640 | $5.5B | 0 | |
| 2022-06-30 | 644 | $5.7B | 0 | |
| 2022-03-31 | 645 | $6.4B | 0 | |
| 2021-12-31 | 603 | $5.5B | 0 | |
| 2021-09-30 | 585 | $4.8B | 0 | |
| 2021-06-30 | 603 | $4.9B | 87 | |
| 2021-03-31 | 596 | $3.7B | 18 | |
| 2020-12-31 | 595 | $3.1B | 29 | |
| 2020-09-30 | 595 | $2.4B | 22 | |
| 2020-06-30 | 591 | $1.9B | 20 | |
| 2020-03-31 | 604 | $2.2B | 25 | |
| 2019-12-31 | 610 | $2.8B | 11 | |
| 2019-09-30 | 608 | $2.7B | 44 | |
| 2019-06-30 | 611 | $1.8B | 15 | |
| 2019-03-31 | 593 | $1.6B | 24 | |
| 2018-12-31 | 588 | $1.2B | 14 | |
| 2018-09-30 | 590 | $1.3B | 23 | |
| 2018-06-30 | 582 | $1.1B | 43 | |
| 2018-03-31 | 524 | $695.0M | 12 | |
| 2017-12-31 | 501 | $633.4M | 11 | |
| 2017-09-30 | 482 | $592.6M | 11 | |
| 2017-06-30 | 484 | $555.7M | 35 | |
| 2017-03-31 | 440 | $395.5M | 61 | |
| 2016-12-31 | 294 | $212.3M | 0 |
IFM Investors Pty Ltd's most significant position changes for 2026-03-31: Sold out: Advanced Micro Devices (AMD); New buy: Linde plc (LIN); Sold out: Linde plc (LIN); Sold out: Adobe INC (ADBE); New buy: Booking Holdings INC (BKNG).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ALLE | Allegion plc | +0.6% | +2013.48% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.4% | +4.22% | Add |
| 3 | CVX | Chevron CORP | +0.2% | +3.75% | Add |
| 4 | JNJ | Johnson & Johnson | +0.2% | +3.27% | Add |
| 5 | AER | AerCap Holdings N.V. | +0.2% | +259.92% | Add |
| 6 | AMAT | Applied Materials INC | +0.1% | +3.37% | Add |
| 7 | MU | Micron Technology INC | +0.1% | +3.94% | Add |
| 8 | CAT | Caterpillar INC | +0.1% | +3.56% | Add |
| 9 | WMT | Walmart INC | +0.1% | +3.16% | Add |
| 10 | GEV | GE Vernova INC | +0.1% | +3.36% | Add |
| 11 | LRCX | Lam Research CORP | +0.1% | +3.14% | Add |
| 12 | COST | Costco Wholesale CORP | +0.1% | +2.19% | Add |
| 13 | COP | Conocophillips | +0.1% | +6.58% | Add |
| 14 | VZ | Verizon Communications INC | +0.1% | +3.81% | Add |
| 15 | EQIX | Equinix INC | +0.1% | +2.27% | Add |
| 16 | GLW | Corning INC | +0.1% | +7.30% | Add |
| 17 | MRK | Merck & Co. INC. | +0.1% | +2.50% | Add |
| 18 | UNH | Unitedhealth Group INC | -0.1% | +3.44% | Add |
| 19 | PLTR | Palantir Technologies Inc-a | -0.1% | +5.43% | Add |
| 20 | JPM | Jpmorgan Chase & Co | -0.1% | +3.02% | Add |
| 21 | MA | Mastercard INC - A | -0.1% | +2.67% | Add |
| 22 | APP | Applovin Corp-class A | -0.1% | +3.54% | Add |
| 23 | NOW | Servicenow INC | -0.1% | +3.71% | Add |
| 24 | BSX | Boston Scientific CORP | -0.1% | +2.51% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | -0.1% | +4.91% | Add |
| 26 | INTU | Intuit INC | -0.1% | +3.65% | Add |
| 27 | INDA | Ishares Msci India ETF | -0.1% | +0.55% | Add |
| 28 | V | Visa Inc-class A Shares | -0.1% | +3.16% | Add |
| 29 | CRM | Salesforce INC | -0.1% | +1.91% | Add |
| 30 | ORCL | Oracle CORP | -0.1% | +5.27% | Add |
| 31 | AVGO | Broadcom INC | -0.2% | +4.14% | Add |
| 32 | GOOG | Alphabet Inc-cl C | -0.2% | +2.47% | Add |
| 33 | LLY | Eli Lilly & Co | -0.2% | +3.42% | Add |
| 34 | META | Meta Platforms Inc-class A | -0.2% | +4.43% | Add |
| 35 | AAPL | Apple INC | -0.2% | +3.35% | Add |
| 36 | NVDA | Nvidia CORP | -0.2% | +3.70% | Add |
| 37 | AMZN | Amazon.com INC | -0.2% | +3.30% | Add |
| 38 | TSLA | Tesla INC | -0.3% | +4.06% | Add |
| 39 | MSFT | Microsoft CORP | -1.2% | +3.81% | Add |
| 40 | AMD | Advanced Micro Devices | — | EXIT | Sold out |
| 41 | LIN | Linde plc | — | NEW | New buy |
| 42 | LIN | Linde plc | — | EXIT | Sold out |
| 43 | ADBE | Adobe INC | — | EXIT | Sold out |
| 44 | BKNG | Booking Holdings INC | — | NEW | New buy |
| 45 | MELI | Mercadolibre INC | — | NEW | New buy |
| 46 | AZO | Autozone INC | — | NEW | New buy |
| 47 | MPWR | Monolithic Power Systems INC | — | NEW | New buy |
| 48 | LITE | Lumentum Holdings INC | — | NEW | New buy |
| 49 | FIX | Comfort Systems USA INC | — | NEW | New buy |
| 50 | GWW | Ww Grainger INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-24 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-12 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-15 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-11 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-21 | Amendment | View on EDGAR |
| 2025-03-31 | 2025-04-29 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-04-29 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-23 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-15 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-22 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-12 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-26 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-27 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-11 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-12 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-06 | Amendment | View on EDGAR |
| 2022-03-31 | 2022-04-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-18 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-13 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-05 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-13 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-13 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-09 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-13 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-01 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-16 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-18 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-23 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-22 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-09 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-11 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-01-29 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-16 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-11-21 | Amendment | View on EDGAR |
| 2017-06-30 | 2017-08-10 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-11-21 | Amendment | View on EDGAR |
| 2017-03-31 | 2017-08-17 | Amendment | View on EDGAR |
| 2017-03-31 | 2017-06-05 | Amendment | View on EDGAR |
| 2017-03-31 | 2017-05-10 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-16 | 13F-HR | View on EDGAR |
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