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

IFF ranks #715 out of 37501 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.

California State Teachers Retirement System has added to its IFF position for two straight quarters, increasing it by $523.4M to reach $544.1M today.

Cliff Asness has trimmed its IFF position for two straight quarters, cutting it by $51.9M while still holding $113.6M.

IFF is down 0.6% today, but institutions show net buying of $4.1B this quarter — a divergence between today's price move and the underlying institutional flow.

IFF posted net income of $858.0M over the trailing twelve months, and currently trades at a P/E of 25.6.

• 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 1.80x equity — within a conventional range