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| Independent Investors Inc
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|---|---|
| CRD # | 105677 |
| SEC # | 801-19338 |
| CIK # | 0001121908 |
| AUM | 571.9 M (2026-03-27) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 631-979-2142 |
| Address | 181 Smithtown Blvd Nesconset, NY 11767 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001121908 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 297.5 | ||
| Microsoft Corp | 19.4 | ||
| Johnson & Johnson | 17.9 | ||
| J P Morgan Chase & Co | 17.7 | ||
| Amgen Inc | 10.6 | ||
| AbbVie Inc | 10.1 | ||
| Waters Corp /DE/ | 7.7 | ||
| Nvidia Corp | 7.7 | ||
| Emerson Electric Co | 7.0 | ||
| Boeing Co | 6.4 | ||
| Qualcomm Inc/DE | 6.2 | ||
| Norfolk Southern Corp | 5.4 | ||
| Procter & Gamble Co | 5.2 | ||
| Dover Corp | 4.6 | ||
| Honeywell International Inc | 4.6 | ||
| McDonalds Corp | 4.5 | ||
| Oracle Corp | 4.4 | ||
| Walt Disney Co | 4.2 | ||
| American Express Co | 3.7 | ||
| Goldman Sachs Group Inc | 3.5 | ||
| Union Pacific Corp | 3.0 | ||
| Coca Cola Co | 2.9 | ||
| Harris Corp /DE/ | 2.8 | ||
| Novartis AG | 2.8 | ||
| Alphabet Inc | 2.8 | ||
| United Parcel Service Inc | 2.6 | ||
| Abbott Laboratories | 2.5 | ||
| Nike Inc | 2.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 16.1 |
| (b) Individuals (high net worth individuals) | 42 | 277.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 278.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 149 | 571.9 |
| By Discretionary | ||
| Discretionary | 141 | 529.9 |
| Non-Discretionary | 8 | 42.0 |
| Total | 149 | 571.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 571.9 | |
| Total | 149 | 571.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001121908] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
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|---|---|---|
|
Mosaic Advisors LLC
✚
|
TX | 580.5 M |
|
Jackson Grant Investment Advisers Inc
✚
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|
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|
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|
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✚
|
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|
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✚
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|
Shikiar Asset Management Inc
✚
|
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|
Tortuga Advisers LLC
✚
|
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|
Downtown Wealth Studios LLC
✚
|
FL | 563.5 M |