IFM Investors Pty Ltd

Registered adviser

CIK

1698246

Location

MELBOURNE, C3

Portfolio Value

Large $15,884,578,055

Diversification

Diversified

Filing Date

Global Rank

#403 / 8,807 ▲ 9 · as of Jun 2026

Top Industry

Semiconductors 15.9%

Period ended 20 days ago

Filed Oct 14, 2026 · 6d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 162754

Roster of Oct 1, 2026

Regulatory AUM

$202,970,534,588

Main clients

Pooled investment vehicles (61% of AUM)

Private funds

11 funds · Hedge funds

$89,803,468,230 gross assets

LEI

5493002BVK0QI7KW7H93

Private funds on Schedule D 7.B.(1)

As filed Nov 1, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$67,101,550,504 gross assets in 8 funds Hedge funds $66,444,222,151 (6) Liquidity funds $455,328,353 (1) Other private funds $202,000,000 (1)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Oct 2026	$202,970,534,588	Pooled investment vehicles (61%)
Sep 2026	$152,928,228,988	Pooled investment vehicles (61%)
Dec 2025 to Aug 2026	$152,928,228,988	Pooled investment vehicles (61%)
Oct 2024 to Sep 2025	$143,914,677,409	Pooled investment vehicles (56%)
Oct 2023 to Sep 2024	$142,357,107,950	Pooled investment vehicles (56%)
May 2023 to Sep 2023	$137,772,006,308	Pooled investment vehicles (53%)

4 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Index-like

Active share 6.5% against the S&P 500 as of 2026-06-30, across 638 stocks (index-like at 20% or less with 100+ stocks)

Turnover

Low turnover

5.3% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 23.3 quarters (12+), a floor since 81.8% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 6.5%; sector active share 13.1% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

631 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

7.8%

+0.8 pts

Top 5

29.3%

+2.8 pts

Top 10

38.8%

+2.6 pts

HHI

223

Diversified+31

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.5%	$6,270,866,339	99
Financial Services	10.9%	$1,725,517,580	82
Communication Services	9.9%	$1,571,205,065	29
Healthcare	9.3%	$1,479,540,808	58
Consumer Cyclical	8.6%	$1,372,535,397	56
Industrials	7.0%	$1,107,143,328	84
Consumer Defensive	4.0%	$632,797,008	31
Energy	3.5%	$556,366,824	22
Real Estate	3.3%	$522,617,066	96
Utilities	2.4%	$387,196,243	48
Basic Materials	1.6%	$252,983,018	24
Unclassified	0.0%	$5,809,379	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp /De/	+287,731	566,474	$47,753,758
VMRK	Vivmark Residential	+191,272	323,289	$19,643,039
CRWD	CrowdStrike Holdings, Inc.	+178,913	236,286	$62,556,718
MNST	Monster Beverage Corp	+156,690	318,041	$13,236,866
NVDA	Nvidia Corp	+146,489	5,430,281	$1,240,167,574
AAPL	Apple Inc.	+108,627	3,465,471	$1,154,071,152
PFE	Pfizer Inc	+93,682	1,428,519	$40,741,361
PCG	PG&E Corp	+83,082	702,051	$8,600,124
T	At&T Inc.	+66,990	1,686,869	$41,159,603
AMZN	Amazon Com Inc	+64,500	2,242,626	$558,750,267
GOOGL	Alphabet Inc.	+63,292	1,369,461	$471,204,140
PPL	PPL Corp	+61,090	239,967	$7,892,514
D	Dominion Energy, Inc	+57,807	282,419	$17,091,997
NEE	Nextera Energy Inc	+53,081	644,024	$48,778,377
MSFT	Microsoft Corp	+51,030	1,667,544	$855,283,317
KMI	Kinder Morgan, Inc.	+47,749	585,973	$17,667,085
PLD	Prologis, Inc.	+44,789	407,800	$52,948,752
XEL	Xcel Energy Inc	+44,573	197,122	$13,893,158
O	Realty Income Corp	+43,595	398,051	$21,614,169
WY	Weyerhaeuser Co	+41,600	159,505	$3,038,570
GOOG	Alphabet Inc.	+41,275	1,118,394	$381,081,571
FE	Firstenergy Corp	+41,182	196,339	$8,507,368
VZ	Verizon Communications Inc	+40,700	1,030,785	$47,282,107
AVGO	Broadcom Inc.	+39,920	1,068,404	$375,212,800
OXY	Occidental Petroleum Corp /De/	+36,700	174,599	$9,658,816
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BX	Blackstone Inc.	−87,152	73,079	$8,191,425
HONA	Honeywell Aerospace Inc.	−42,833	34,018	$5,271,769
GLPI	Gaming & Leisure Properties, Inc.	−39,813	56,386	$2,140,976
HBAN	Huntington Bancshares Inc /Md/	−39,600	445,573	$6,799,443
CNP	Centerpoint Energy Inc	−33,738	206,990	$7,617,232
TAL	TAL Education Group	−18,800	36,305	$438,201
NI	Nisource Inc.	−18,179	227,777	$8,883,303
KEY	Keycorp /New/	−17,500	229,465	$4,605,362
COP	Conocophillips	−16,200	290,958	$36,413,393
CPRT	Copart Inc	−15,900	199,558	$5,443,942
WEC	Wec Energy Group, Inc.	−14,277	104,942	$10,576,054
FTV	Fortive Corp	−11,770	61,997	$3,398,055
TME	Tencent Music Entertainment Group	−11,400	62,640	$496,735
EBAY	Ebay Inc	−8,260	94,770	$10,050,358
BZ	Kanzhun Ltd	−7,000	39,475	$584,230
TEVA	Teva Pharmaceutical Industries Ltd	−6,500	273,047	$10,812,661
BVN	Buenaventura Mining Co Inc	−6,300	20,050	$633,179
PDD	PDD Holdings Inc.	−6,269	59,546	$4,641,015
CTVA	Corteva, Inc.	−5,981	153,028	$11,882,624
EIX	Edison International	−5,667	120,826	$6,491,980
AMCR	Amcor plc	−5,524	102,926	$4,308,482
ACGL	Arch Capital Group Ltd.	−5,266	80,333	$7,419,555
MKC	Mccormick & Co Inc	−5,261	57,213	$2,654,683
MAS	Masco Corp /De/	−4,641	51,528	$3,472,987
XYL	Xylem Inc.	−4,400	55,176	$5,587,673
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
SNDK	Sandisk Corp	34,993	$60,883,970
SUNB	Sunbelt Rentals Holdings, Inc.	100,021	$7,322,537
CCL	Carnival Corp Ltd.	292,819	$7,185,778
NVT	nVent Electric plc	40,382	$6,476,061
ATI	Ati Inc	32,204	$6,099,437
ROIV	Roivant Sciences Ltd.	128,826	$4,711,166
CRS	Carpenter Technology Corp	11,338	$4,408,441
SWX	Southwest Gas Holdings, Inc.	6,867	$559,935
JAN	Janus Living, Inc.	14,626	$433,368
AAT	American Assets Trust, Inc.	9,863	$209,687
DEA	Easterly Government Properties, Inc.	8,846	$205,227
SAFE	Safehold Inc.	11,270	$132,647
No positions match the current search.

Sold Out

Positions the filer fully exited

22 positions

Ticker	Company	Shares	Value
—		53,838	$10,158,695
—		48,619	$9,968,839
PNR	PENTAIR plc	55,930	$4,287,593
IONQ	IonQ, Inc.	76,391	$4,068,584
CSL	Carlisle Companies Inc	11,015	$3,995,691
RPM	Rpm International Inc/De/	35,125	$3,904,143
AVY	Avery Dennison Corp	22,157	$3,597,188
ALLE	Allegion plc	24,945	$3,504,523
GGG	Graco Inc	45,692	$3,454,772
CSGP	Costar Group, Inc.	112,204	$3,177,617
TYL	Tyler Technologies Inc	10,795	$3,157,105
PODD	Insulet Corp	18,240	$2,777,040
APTV	Aptiv PLC	44,541	$2,733,926
TRMB	Trimble Inc.	53,209	$2,723,236
LULU	lululemon athletica inc.	21,786	$2,487,525
CLX	Clorox Co /De/	25,473	$2,431,143
DPZ	Dominos Pizza Inc	7,482	$2,214,971
CNH	CNH Industrial N.V.	176,732	$1,984,700
ERIE	Erie Indemnity Co	5,927	$1,420,998
STNE	StoneCo Ltd.	14,657	$158,881
ESRT	Empire State Realty Trust, Inc.	22,824	$123,477
—		11,703	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

631 tracked positions · $15,884,578,055 total · filing declares 631 positions · $15,974,629,638 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 631 positions by value · page 1 of 13

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	5,430,281	+146,489	$1,240,167,574	+17.3%	7.81%
AAPL	Apple Inc. Technology	Added	3,465,471	+108,627	$1,154,071,152	+18.8%	7.27%
MSFT	Microsoft Corp Technology	Added	1,667,544	+51,030	$855,283,317	+41.8%	5.38%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,242,626	+64,500	$558,750,267	+7.6%	3.52%
GOOGL	Alphabet Inc. Communication Services	Added	1,369,461	+63,292	$471,204,140	+0.9%	2.97%
GOOG	Alphabet Inc. Communication Services	Added	1,118,394	+41,275	$381,081,571	+0.1%	2.40%
AVGO	Broadcom Inc. Technology	Added	1,068,404	+39,920	$375,212,800	−3.4%	2.36%
META	Meta Platforms, Inc. Communication Services	Added	510,027	+15,063	$369,861,379	+32.7%	2.33%
MU	Micron Technology Inc Technology	Added	266,728	+8,650	$284,094,660	−4.6%	1.79%
TSLA	Tesla, Inc. Consumer Cyclical	Added	676,390	+32,036	$239,989,935	−11.4%	1.51%
AMD	Advanced Micro Devices Inc Technology	Added	385,317	+12,102	$235,721,527	+8.7%	1.48%
LLY	ELI LILLY & Co Healthcare	Added	189,074	+5,680	$218,773,743	−0.5%	1.38%
JPM	Jpmorgan Chase & Co Financial Services	Added	615,692	+13,040	$203,689,384	+3.3%	1.28%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	322,718	+20,581	$160,697,428	+6.3%	1.01%
XOM	ExxonMobil Holdings Corp Energy	Added	960,084	+23,980	$156,253,671	+22.1%	0.98%
JNJ	Johnson & Johnson Healthcare	Added	579,754	+19,800	$153,484,073	+7.9%	0.97%
V	Visa Inc. Financial Services	Added	394,127	+7,376	$141,621,654	+6.7%	0.89%
INTC	Intel Corp Technology	Added	1,038,704	+34,324	$124,883,381	−11.0%	0.79%
ABBV	AbbVie Inc. Healthcare	Added	418,448	+12,868	$109,461,812	+7.3%	0.69%
MA	Mastercard Inc Financial Services	Added	191,460	+4,802	$105,584,446	+10.1%	0.66%
WMT	Walmart Inc. Consumer Defensive	Added	996,569	+32,979	$103,563,450	−5.1%	0.65%
CSCO	Cisco Systems, Inc. Technology	Added	942,722	+30,800	$101,465,168	−5.3%	0.64%
LRCX	Lam Research Corp Technology	Added	297,793	+10,564	$97,827,978	−21.4%	0.62%
AMAT	Applied Materials Inc /De Technology	Added	188,748	+6,300	$96,521,952	−26.8%	0.61%
PLTR	Palantir Technologies Inc. Technology	Added	505,187	+16,942	$94,495,228	+65.9%	0.59%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	100,954	+3,196	$91,902,464	+0.5%	0.58%
CAT	Caterpillar Inc Industrials	Added	107,075	+2,000	$86,815,339	−22.4%	0.55%
MRK	Merck & Co., Inc. Healthcare	Added	590,635	+19,400	$85,825,171	+16.9%	0.54%
CVX	Chevron Corp Energy	Added	419,554	+5,085	$85,677,122	+24.7%	0.54%
BAC	Bank Of America Corp /De/ Financial Services	Added	1,538,403	+938	$83,735,275	−4.4%	0.53%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	554,432	+18,400	$80,547,880	+2.5%	0.51%
UNH	Unitedhealth Group Inc Healthcare	Added	214,828	+7,281	$78,859,062	−8.6%	0.50%
KO	Coca Cola Co Consumer Defensive	Added	899,776	+5,500	$77,452,718	+6.6%	0.49%
GE	General Electric Co Industrials	Added	246,479	+5,640	$76,972,926	−14.5%	0.48%
PANW	Palo Alto Networks Inc Technology	Added	193,519	+7,246	$76,887,033	+21.0%	0.48%
WELL	Welltower Inc. Real Estate	Added	313,917	+33,780	$72,276,250	+13.7%	0.46%
NFLX	Netflix Inc Communication Services	Added	981,425	+22,715	$68,287,551	−0.2%	0.43%
HD	Home Depot, Inc. Consumer Cyclical	Added	232,633	+7,614	$66,181,762	−16.6%	0.42%
GS	Goldman Sachs Group Inc Financial Services	Added	69,837	+2,422	$62,878,441	−7.8%	0.40%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	236,286	+178,913	$62,556,718	+42.9%	0.39%
SNDK	Sandisk Corp Technology	NEW	34,993	NEW	$60,883,970	NEW	0.38%
TXN	Texas Instruments Inc Technology	Added	217,008	+8,500	$60,781,770	−2.2%	0.38%
KLAC	Kla Corp Technology	Added	310,525	+8,635	$60,530,638	−33.5%	0.38%
GEV	GE Vernova Inc. Industrials	Added	62,316	+1,680	$59,230,734	−16.9%	0.37%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	87,357	+2,960	$58,970,342	+39.4%	0.37%
ORCL	Oracle Corp Technology	Added	408,753	+12,052	$56,121,786	−3.5%	0.35%
WFC	Wells Fargo & Company/Mn Financial Services	Added	697,441	+11,900	$55,830,152	−1.5%	0.35%
AMGN	Amgen Inc Healthcare	Added	127,284	+4,480	$53,651,478	+20.6%	0.34%
MRVL	Marvell Technology, Inc. Technology	Added	202,385	+4,315	$53,472,140	−9.4%	0.34%
PM	Philip Morris International Inc. Consumer Defensive	Added	279,304	+10,600	$53,296,789	+9.6%	0.34%

Showing the top 50 of 631 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.