Intl Flavors & Fragrances (IFF) 13F Positioning & Ownership Changes (Q2 2026)

IFF ranks #715 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

IFF is a top-conviction position for Continental Grain Co — at 47.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in IFF belongs to Dodge & Cox, but the position matters far more to Continental Grain Co, who has 47.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

DAVENPORT & Co LLC has added to its IFF position for two straight quarters, increasing it by $69.4M to reach $73.4M today.

Argent Capital Management LLC has trimmed its IFF position for two straight quarters, cutting it by $16.5M while still holding $2.9M.

IFF is up 0.4% today, and institutions have been net buyers of $4.1B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

IFF posted net income of $858.0M over the trailing twelve months, and currently trades at a P/E of 27.1.

• Profitable — net income of $858.0M over the trailing twelve months
• Revenue declined 4.6% year over year
• Net income improved year over year, from -$191.0M to $858.0M
• Generated $850.0M in positive operating cash flow
• Current ratio of 1.42x — below the conventional 1.5x liquidity buffer
• Liabilities run x equity — a highly leveraged balance sheet worth noting