HALBERT HARGROVE GLOBAL ADVISORS, LLC
Position in IR — Ingersoll Rand Inc.
CIK 1484205
LONG BEACH, CA
Position in IR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,493
+$366 QoQ
Shares Held
67
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#792
of 885 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Derivatives in IR
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$320,120
PutShares
4,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $92,340 across 10 Specialty Industrial Machinery names. IR ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
65 | $76,365 | |
| 2 | ETN |
Eaton Corp plc
|
14 | $5,965 | |
| 3 | IR |
Ingersoll Rand Inc.
This page
|
67 | $5,493 | |
| 4 | PH |
Parker-Hannifin Corp
|
2 | $1,956 | |
| 5 | EMR |
Emerson Electric Co
|
5 | $715 | |
| 6 | CMI |
Cummins Inc
|
1 | $713 | |
| 7 | IEX |
Idex Corp /De/
|
2 | $453 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1 | $270 |
All Filings in IR
Export CSV
40 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,493 | 67 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,127 | 64 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $5,070 | 64 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,014 | 97 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $5,323 | 64 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $320,120 | 4,000 | Put | Sole | 2025-04-18 | |
| 2025-03-31 | $325,482 | 4,067 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $361,840 | 4,000 | Put | Sole | 2025-07-17 | |
| 2024-12-31 | $367,629 | 4,064 | Shares | Sole | 2025-07-17 | |
| 2024-09-30 | $392,640 | 4,000 | Put | Other | 2024-10-16 | |
| 2024-09-30 | $398,922 | 4,064 | Shares | Other | 2024-10-16 | |
| 2024-06-30 | $363,360 | 4,000 | Put | Other | 2024-07-26 | |
| 2024-06-30 | $369,173 | 4,064 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $379,800 | 4,000 | Put | Other | 2024-04-18 | |
| 2024-03-31 | $385,876 | 4,064 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $309,360 | 4,000 | Put | Other | 2024-01-24 | |
| 2023-12-31 | $313,072 | 4,048 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $254,880 | 4,000 | Put | Other | 2023-10-16 | |
| 2023-09-30 | $258,575 | 4,058 | Shares | Other | 2023-10-16 | |
| 2023-06-30 | $265,753 | 4,066 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $261,440 | 4,000 | Put | Other | 2023-08-14 | |
| 2023-03-31 | $232,720 | 4,000 | Put | Other | 2023-04-25 | |
| 2023-03-31 | $268,732 | 4,619 | Shares | Other | 2023-04-25 | |
| 2022-12-31 | $239,304 | 4,580 | Shares | Sole | 2023-01-25 | |
| 2022-12-31 | $209,000 | 4,000 | Put | Other | 2023-01-25 | |
| 2022-09-30 | $173,040 | 4,000 | Put | Other | 2022-10-24 | |
| 2022-09-30 | $196,962 | 4,553 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $188,644 | 4,483 | Shares | Other | 2022-08-05 | |
| 2022-06-30 | $168,320 | 4,000 | Put | Other | 2022-08-05 | |
| 2022-03-31 | $223,906 | 4,447 | Shares | Other | 2022-05-13 | |
| 2022-03-31 | $201,400 | 4,000 | Put | Other | 2022-05-13 | |
| 2021-12-31 | $247,480 | 4,000 | Put | Other | 2022-02-14 | |
| 2021-12-31 | $273,774 | 4,425 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $223,064 | 4,425 | Shares | Other | 2021-10-29 | |
| 2021-06-30 | $215,398 | 4,413 | Shares | Other | 2021-07-29 | |
| 2021-06-30 | $195,240 | 4,000 | Put | Other | 2021-07-29 | |
| 2021-03-31 | $217,163 | 4,413 | Shares | Other | 2021-05-06 | |
| 2021-03-31 | $196,840 | 4,000 | Put | Other | 2021-05-06 | |
| 2020-12-31 | $182,240 | 4,000 | Put | Other | 2021-02-04 | |
| 2020-12-31 | $201,056 | 4,413 | Shares | Other | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||