ITW
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 24.3 | P/B | 22.16 |
| EPS (TTM) | 10.49 | Dividend | 2.49% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Briar Hall Management LLC | 25.8M | 100.0% | −0% |
| BlackRock, Inc. | 23.4M | 0.1% | +6% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 21.0M | 4.3% | ±0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 17.4M | n/a | n/a |
| State Street | 12.7M | 0.1% | +1% |
| Northern Trust Corp | 11.2M | 0.4% | −2% |
Top institutional owners for ITW as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| JUN 04 | Scanlon Jennifer F. | BUY | 806 | +$200K |
1 insider buy, 0 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention ITW yet.