Intercorp Financial Services Ownership | Who Owns Intercorp Financial Services?


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Intercorp Financial Services Ownership Summary


Intercorp Financial Services is owned by 13.83% institutional investors, 73.06% insiders, and 13.11% retail investors. Fmr is the largest institutional shareholder, holding 1.91% of IFS shares. Templeton Emg Mkts Eq is the top mutual fund, with 0.70% of its assets in Intercorp Financial Services shares.

IFS Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockIntercorp Financial Services13.83%73.06%13.11%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryRegional Banks Stocks53.95%12.38%33.68%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Fmr2.19M1.91%$64.12M
Franklin resources1.99M1.74%$58.36M
Helikon investments1.19M1.04%$45.31M
Nwi management lp1.02M0.89%$38.64M
Acadian asset management986.31K0.86%$37.57M
Blackrock funding, inc. /de902.60K0.79%$34.42M
Blackrock635.31K0.56%$14.24M
Millennium management556.97K0.49%$16.34M
Marshall wace, llp519.32K0.45%$19.80M
Schroder investment management group510.79K0.45%$19.48M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Sagil capital llp308.94K4.15%$9.06M
Fourth sail capital lp458.97K3.62%$17.50M
Helikon investments1.19M2.81%$45.31M
Lingohr & partner asset management gmbh40.53K2.78%$1.53M
Nwi management lp1.02M2.03%$38.64M
Globeflex capital l p365.50K1.15%$13.94M
Nipun capital40.97K0.85%$1.56M
Virtus etf advisers14.40K0.72%$549.07K
Pdt partners81.71K0.18%$3.12M
Banco btg pactual19.70K0.15%$751.16K

Top Buyers

HolderShares% AssetsChange
Millennium management556.97K0.01%531.76K
Globeflex capital l p365.50K1.15%355.28K
Sagil capital llp308.94K4.15%308.94K
Blackrock635.31K0.00%280.44K
Marshall wace, llp519.32K0.02%269.71K

Top Sellers

HolderShares% AssetsChange
Citigroup---213.39K
Deprince race & zollo---182.78K
Schroder investment management group510.79K0.02%-133.16K
Mirabella financial services llp---131.90K
Franklin resources1.99M0.02%-82.43K

New Positions

HolderShares% AssetsChangeValue
Sagil capital llp308.94K4.15%308.94K$9.06M
Bnp paribas arbitrage, snc57.51K0.00%57.51K$1.69M
Robeco institutional asset management b.v.52.91K0.00%52.91K$2.02M
Teacher retirement system of texas51.01K0.01%51.01K$1.50M
Renaissance group50.62K0.08%50.62K$1.93M

Sold Out

HolderChange
Advisor group-4.00
Nelson, van denburg & campbell wealth management group-40.00
Quent capital-4.00K
Fny investment advisers-5.51K
Squarepoint ops-7.16K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20259316.25%15,750,39711.34%139.03%591.72%2025.00%
Mar 31, 20258023.08%14,145,75513.03%1210.36%5820.83%16100.00%
Dec 31, 202439-11.36%9,331,940-8.51%810.27%27-3.57%6-33.33%
Sep 30, 20244410.00%10,200,2508.26%813.15%2827.27%9-
Jun 30, 202439-4.88%9,361,1688.31%814.54%22-4.35%9-18.18%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Templeton Emg Mkts Eq779.64K0.70%603.31K
Fidelity International Small Cap683.10K0.61%-
Fidelity Global Value Growth Eq MF548.60K0.49%-
Fidelity Low-Priced Stock530.08K0.47%-975.00
Larrain Vial SICAV LatAm S&M Cap Eq I508.62K0.44%59.31K
Candriam Sst Eq Em Mkts R € Acc475.20K0.43%-239.52K
Templeton Latin America A(Ydis)USD422.92K0.38%-42.50K
Principal Glb Emerging Markets R5376.94K0.34%-
iShares Core MSCI Emerging Markets ETF324.09K0.29%-
Templeton Emerging Mkts Invmt Tr TEMIT311.00K0.28%-

Recent Insider Transactions


DateNameRoleActivityValue
Dec 20, 2023INTERCORP PERU LTD-Buy$6.43M
Nov 09, 2023INTERCORP PERU LTD-Buy$9.64M
Aug 07, 2007Daily Paul M Pres/CEO, Infrs. UndergroundSell$6.35K
Aug 07, 2007Daily Paul M Pres/CEO, Infrs. UndergroundSell$9.54K
Aug 07, 2007Daily Paul M Pres/CEO, Infrs. UndergroundSell$11.98K

Insider Transactions Trends


DateBuySell
2023 Q42-

IFS Ownership FAQ


Who Owns Intercorp Financial Services?

Intercorp Financial Services shareholders are primarily institutional investors at 13.83%, followed by 73.06% insiders and 13.11% retail investors. The average institutional ownership in Intercorp Financial Services's industry, Regional Banks Stocks, is 53.95%, which Intercorp Financial Services falls below.

Who owns the most shares of Intercorp Financial Services?

Intercorp Financial Services’s largest shareholders are Fmr (2.19M shares, 1.91%), Franklin resources (1.99M shares, 1.74%), and Helikon investments (1.19M shares, 1.04%). Together, they hold 4.69% of Intercorp Financial Services’s total shares outstanding.

Does Blackrock own Intercorp Financial Services?

Yes, BlackRock owns 0.56% of Intercorp Financial Services, totaling 635.31K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 14.24M$. In the last quarter, BlackRock increased its holdings by 280.44K shares, a 79.03% change.

Who is Intercorp Financial Services’s biggest shareholder by percentage of total assets invested?

Sagil capital llp is Intercorp Financial Services’s biggest shareholder by percentage of total assets invested, with 4.15% of its assets in 308.94K Intercorp Financial Services shares, valued at 9.06M$.

Who is the top mutual fund holder of Intercorp Financial Services shares?

Templeton Emg Mkts Eq is the top mutual fund holder of Intercorp Financial Services shares, with 0.70% of its total shares outstanding invested in 779.64K Intercorp Financial Services shares.

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