Illinois Tool Works (ITW) — Institutional Investor Activity (Q2 2026)

ITW ranks #148 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

ITW is a top-conviction position for Briar Hall Management LLC — at 100.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

ASR Vermogensbeheer N.V. has added to its ITW position for two straight quarters, increasing it by $8.1M to reach $22.3M today.

Confluence Investment Management LLC has trimmed its ITW position for two straight quarters, cutting it by $8.1M while still holding $45.8M.

ITW is up 1.4% today, and institutions have been net buyers of $21.3B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

ITW posted net income of $3.2B over the trailing twelve months.

• Profitable — net income of $3.2B over the trailing twelve months
• Revenue grew 4.3% year over year
• Net income declined year over year, from $3.4B to $3.2B
• Generated $3.1B in positive operating cash flow
• Current ratio of 1.21x — below the conventional 1.5x liquidity buffer
• Liabilities run x equity — a highly leveraged balance sheet worth noting