Intercorp Financial Services Ownership 2024 | Who Owns Intercorp Financial Services Now?
Institutional Ownership
7.43%
Insider Ownership
71.22%
Retail Ownership
21.35%
Institutional Holders
39.00
Intercorp Financial Services Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 2.29% | 0.00% | 2,643,918 | -11,330 | -0.43% | 62,951,688 | Mar 31, 2024 |
| FRANKLIN RESOURCES INC | 1.91% | 0.02% | 2,196,365 | -488,306 | -18.19% | 52,295,451 | Mar 31, 2024 |
| NWI MANAGEMENT LP | 0.89% | 0.76% | 1,022,210 | - | - | 24,768,000 | Mar 31, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.56% | 0.02% | 646,315 | -106,281 | -14.12% | 15,388,760 | Mar 31, 2024 |
| BLACKROCK INC. | 0.31% | 0.00% | 354,869 | 287,101 | 423.65% | 8,449,431 | Mar 31, 2024 |
| JPMORGAN CHASE & CO | 0.22% | 0.00% | 253,946 | 39,630 | 18.49% | 6,046,455 | Mar 31, 2024 |
| HELIKON INVESTMENTS LTD | 0.22% | 0.52% | 253,246 | -48,001 | -15.93% | 6,029,787 | Mar 31, 2024 |
| LORD, ABBETT & CO. LLC | 0.16% | 0.01% | 187,719 | 2,329 | 1.26% | 4,470,000 | Mar 31, 2024 |
| HANDELSBANKEN FONDER AB | 0.16% | 0.02% | 184,000 | -44,966 | -19.64% | 4,381,000 | Mar 31, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.13% | 0.00% | 153,265 | 109,946 | 253.81% | 3,649,000 | Mar 31, 2024 |
| MORGAN STANLEY | 0.06% | 0.00% | 69,178 | -8,487 | -10.93% | 1,647,128 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.05% | 0.00% | 61,858 | 11,873 | 23.75% | 1,472,839 | Mar 31, 2024 |
| 0.05% | 0.45% | 61,541 | 1,024 | 1.69% | 1,465,291 | Mar 31, 2024 | |
| PRINCIPAL FINANCIAL GROUP INC | 0.04% | 0.00% | 51,226 | - | - | 1,219,691 | Mar 31, 2024 |
| CITIGROUP INC | 0.03% | 0.00% | 37,658 | - | - | 912,453 | Mar 31, 2024 |
| STATE STREET CORP | 0.03% | - | 35,642 | 35,642 | 100.00% | 848,636 | Mar 31, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.03% | 0.00% | 32,074 | 103 | 0.32% | 763,682 | Mar 31, 2024 |
| COMPASS GROUP LLC | 0.03% | 0.33% | 31,663 | -30,000 | -48.65% | 753,896 | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.03% | 0.00% | 31,316 | 31,316 | 100.00% | 745,634 | Mar 31, 2024 |
| DODGE & COX | 0.02% | 0.00% | 27,010 | - | - | 643,108 | Mar 31, 2024 |
Intercorp Financial Services's largest institutional shareholder is FMR LLC, holding 2.29% of the company's total share outstanding, currently valued at $62.95M. The top 10 institutional shareholders own together 6.85% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NWI MANAGEMENT LP | 0.89% | 0.76% | 1,022,210 | - | - | 24,768,000 | Mar 31, 2024 |
| HELIKON INVESTMENTS LTD | 0.22% | 0.52% | 253,246 | -48,001 | -15.93% | 6,029,787 | Mar 31, 2024 |
| 0.05% | 0.45% | 61,541 | 1,024 | 1.69% | 1,465,291 | Mar 31, 2024 | |
| COMPASS GROUP LLC | 0.03% | 0.33% | 31,663 | -30,000 | -48.65% | 753,896 | Mar 31, 2024 |
| HANDELSBANKEN FONDER AB | 0.16% | 0.02% | 184,000 | -44,966 | -19.64% | 4,381,000 | Mar 31, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.56% | 0.02% | 646,315 | -106,281 | -14.12% | 15,388,760 | Mar 31, 2024 |
| FRANKLIN RESOURCES INC | 1.91% | 0.02% | 2,196,365 | -488,306 | -18.19% | 52,295,451 | Mar 31, 2024 |
| LORD, ABBETT & CO. LLC | 0.16% | 0.01% | 187,719 | 2,329 | 1.26% | 4,470,000 | Mar 31, 2024 |
| QUENT CAPITAL, LLC | 0.00% | 0.01% | 4,000 | - | - | 95,240,000 | Mar 31, 2024 |
| QUADRATURE CAPITAL LTD | 0.02% | 0.01% | 23,481 | 23,481 | 100.00% | 558,848 | Mar 31, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.00% | 0.00% | 3,636 | 3,636 | 100.00% | 86,573 | Mar 31, 2024 |
| FMR LLC | 2.29% | 0.00% | 2,643,918 | -11,330 | -0.43% | 62,951,688 | Mar 31, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 0.00% | 6,451 | 6,451 | 100.00% | 153,598 | Mar 31, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.13% | 0.00% | 153,265 | 109,946 | 253.81% | 3,649,000 | Mar 31, 2024 |
| HRT FINANCIAL LP | 0.01% | 0.00% | 16,796 | -4,101 | -19.62% | 399,000 | Mar 31, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.01% | 0.00% | 15,145 | 12,565 | 487.02% | 357,000 | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.02% | 0.00% | 21,276 | 14,025 | 193.42% | 506,582 | Mar 31, 2024 |
| BOSTON PARTNERS | 0.02% | 0.00% | 25,872 | -8,120 | -23.89% | 616,010 | Mar 31, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.04% | 0.00% | 51,226 | - | - | 1,219,691 | Mar 31, 2024 |
| CITIGROUP INC | 0.03% | 0.00% | 37,658 | - | - | 912,453 | Mar 31, 2024 |
The largest Intercorp Financial Services shareholder by % of total assets is NWI MANAGEMENT LP. The company owns 1.02M shares of Intercorp Financial Services (IFS), representing 0.76% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 0.31% | 0.00% | 354,869 | 287,101 | 423.65% | 8,449,431 | Mar 31, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.13% | 0.00% | 153,265 | 109,946 | 253.81% | 3,649,000 | Mar 31, 2024 |
| JPMORGAN CHASE & CO | 0.22% | 0.00% | 253,946 | 39,630 | 18.49% | 6,046,455 | Mar 31, 2024 |
| STATE STREET CORP | 0.03% | - | 35,642 | 35,642 | 100.00% | 848,636 | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.03% | 0.00% | 31,316 | 31,316 | 100.00% | 745,634 | Mar 31, 2024 |
| QUADRATURE CAPITAL LTD | 0.02% | 0.01% | 23,481 | 23,481 | 100.00% | 558,848 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.01% | - | 14,755 | 14,755 | 100.00% | 351,316 | Mar 31, 2024 |
| NORTHERN TRUST CORP | 0.01% | 0.00% | 14,694 | 14,694 | 100.00% | 349,864 | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.02% | 0.00% | 21,276 | 14,025 | 193.42% | 506,582 | Mar 31, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.01% | 0.00% | 13,951 | 13,951 | 100.00% | 332,662 | Mar 31, 2024 |
| MARSHALL WACE, LLP | 0.01% | 0.00% | 13,100 | 13,100 | 100.00% | 311,911 | Mar 31, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.01% | 0.00% | 15,145 | 12,565 | 487.02% | 357,000 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.05% | 0.00% | 61,858 | 11,873 | 23.75% | 1,472,839 | Mar 31, 2024 |
| JANE STREET GROUP, LLC | 0.02% | 0.00% | 18,529 | 8,464 | 84.09% | 441,175 | Mar 31, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 0.00% | 6,451 | 6,451 | 100.00% | 153,598 | Mar 31, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.00% | 0.00% | 3,636 | 3,636 | 100.00% | 86,573 | Mar 31, 2024 |
| LORD, ABBETT & CO. LLC | 0.16% | 0.01% | 187,719 | 2,329 | 1.26% | 4,470,000 | Mar 31, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.00% | - | 1,250 | 1,250 | 100.00% | 31,037 | Mar 31, 2024 |
| 0.05% | 0.45% | 61,541 | 1,024 | 1.69% | 1,465,291 | Mar 31, 2024 | |
| UBS GROUP AG | 0.00% | - | 438 | 336 | 329.41% | 10,429 | Mar 31, 2024 |
As of Mar 31 2024, Intercorp Financial Services's largest institutional buyer is BLACKROCK INC.. The company purchased 287.10K stocks of IFS, valued at $8.45M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | 1.91% | 0.02% | 2,196,365 | -488,306 | -18.19% | 52,295,451 | Mar 31, 2024 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | - | - | - | -291,869 | -100.00% | - | Mar 31, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.56% | 0.02% | 646,315 | -106,281 | -14.12% | 15,388,760 | Mar 31, 2024 |
| HELIKON INVESTMENTS LTD | 0.22% | 0.52% | 253,246 | -48,001 | -15.93% | 6,029,787 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | - | 130 | -47,183 | -99.73% | 3,095,000 | Mar 31, 2024 |
| HANDELSBANKEN FONDER AB | 0.16% | 0.02% | 184,000 | -44,966 | -19.64% | 4,381,000 | Mar 31, 2024 |
| COMPASS GROUP LLC | 0.03% | 0.33% | 31,663 | -30,000 | -48.65% | 753,896 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | - | - | - | -19,023 | -100.00% | - | Mar 31, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -11,620 | -100.00% | - | Mar 31, 2024 |
| FMR LLC | 2.29% | 0.00% | 2,643,918 | -11,330 | -0.43% | 62,951,688 | Mar 31, 2024 |
| MORGAN STANLEY | 0.06% | 0.00% | 69,178 | -8,487 | -10.93% | 1,647,128 | Mar 31, 2024 |
| BOSTON PARTNERS | 0.02% | 0.00% | 25,872 | -8,120 | -23.89% | 616,010 | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.01% | 0.00% | 10,013 | -7,403 | -42.51% | 238,410 | Mar 31, 2024 |
| HRT FINANCIAL LP | 0.01% | 0.00% | 16,796 | -4,101 | -19.62% | 399,000 | Mar 31, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | - | - | - | -43 | -100.00% | - | Mar 31, 2024 |
| NWI MANAGEMENT LP | 0.89% | 0.76% | 1,022,210 | - | - | 24,768,000 | Mar 31, 2024 |
| QUENT CAPITAL, LLC | 0.00% | 0.01% | 4,000 | - | - | 95,240,000 | Mar 31, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.04% | 0.00% | 51,226 | - | - | 1,219,691 | Mar 31, 2024 |
| CITIGROUP INC | 0.03% | 0.00% | 37,658 | - | - | 912,453 | Mar 31, 2024 |
| DODGE & COX | 0.02% | 0.00% | 27,010 | - | - | 643,108 | Mar 31, 2024 |
As of Mar 31 2024, Intercorp Financial Services's biggest institutional seller is FRANKLIN RESOURCES INC. The company sold -0.49M shares of IFS, valued at $52.30M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 0.03% | 0.00% | 31,316 | 31,316 | 100.00% | 745,634 | Mar 31, 2024 |
| QUADRATURE CAPITAL LTD | 0.02% | 0.01% | 23,481 | 23,481 | 100.00% | 558,848 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.01% | - | 14,755 | 14,755 | 100.00% | 351,316 | Mar 31, 2024 |
| NORTHERN TRUST CORP | 0.01% | 0.00% | 14,694 | 14,694 | 100.00% | 349,864 | Mar 31, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.01% | 0.00% | 13,951 | 13,951 | 100.00% | 332,662 | Mar 31, 2024 |
| MARSHALL WACE, LLP | 0.01% | 0.00% | 13,100 | 13,100 | 100.00% | 311,911 | Mar 31, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.00% | 0.00% | 3,636 | 3,636 | 100.00% | 86,573 | Mar 31, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.00% | - | 1,250 | 1,250 | 100.00% | 31,037 | Mar 31, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | 40 | 40 | 100.00% | 952 | Mar 31, 2024 |
Intercorp Financial Services's largest new institutional shareholder by number of shares is GOLDMAN SACHS GROUP INC, purchased 31.32K shares, valued at $745.63K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | - | - | - | -291,869 | -100.00% | - | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | - | - | - | -19,023 | -100.00% | - | Mar 31, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -11,620 | -100.00% | - | Mar 31, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | - | - | - | -43 | -100.00% | - | Mar 31, 2024 |
Intercorp Financial Services's largest sold out institutional shareholder by shares sold is DISCOVERY CAPITAL MANAGEMENT, LLC / CT, sold -0.29M shares, valued at -, as of undefined.
Intercorp Financial Services Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| TEMPLETON EMERGING MARKETS FUND | 0.07% | 34,920 | - | - | Feb 29, 2024 |
| TEMPLETON GLOBAL INVESTMENT TRUST | 0.06% | 162,200 | - | - | Feb 29, 2024 |
| TEMPLETON DEVELOPING MARKETS TRUST | 0.05% | 123,460 | - | - | Dec 31, 2023 |
| World Funds Trust | 0.02% | 13,599 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 31,971 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY WORLD MUTUAL FUNDS INC | 0.00% | 2,280 | - | - | Feb 29, 2024 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC | 0.00% | 7,236 | - | - | Dec 31, 2023 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 921 | - | - | Jan 31, 2024 |
| Segall Bryant & Hamill Trust | 0.00% | 1,235 | - | - | Dec 31, 2023 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 24,009 | -4,781 | -16.61% | Dec 31, 2023 |
| Dimensional ETF Trust | 0.00% | 4,373 | 590 | 15.60% | Jan 31, 2024 |
| DODGE & COX FUNDS | 0.00% | 26,167 | 20,000 | 324.31% | Dec 31, 2023 |
Intercorp Financial Services's largest mutual fund holder by % of total assets is "TEMPLETON EMERGING MARKETS FUND", owning 34.92K shares, compromising 0.07% of its total assets.
Intercorp Financial Services Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 39 | 21.88% |
| 31 Dec, 23 | 32 | -11.11% |
| 30 Sep, 23 | 36 | -12.20% |
| 30 Jun, 23 | 41 | -4.65% |
| 31 Mar, 23 | 43 | 2.38% |
| 31 Dec, 22 | 42 | 10.53% |
| 30 Sep, 22 | 38 | - |
| 30 Jun, 22 | 38 | -2.56% |
| 31 Mar, 22 | 39 | 8.33% |
| 31 Dec, 21 | 36 | -2.70% |
| 30 Sep, 21 | 37 | -2.63% |
| 30 Jun, 21 | 38 | 2.70% |
| 31 Mar, 21 | 37 | 2.78% |
| 31 Dec, 20 | 36 | 24.14% |
| 30 Sep, 20 | 29 | -6.45% |
| 30 Jun, 20 | 31 | 6.90% |
| 31 Mar, 20 | 29 | -3.33% |
| 31 Dec, 19 | 30 | -6.25% |
| 30 Sep, 19 | 32 | - |
As of 31 Mar 24, 39 institutions are holding Intercorp Financial Services's shares, representing an increase of 21.88% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 8,562,585 | -5.32% |
| 31 Dec, 23 | 9,043,606 | -1.54% |
| 30 Sep, 23 | 9,184,743 | 2.98% |
| 30 Jun, 23 | 8,918,871 | -1.40% |
| 31 Mar, 23 | 9,045,286 | 9.62% |
| 31 Dec, 22 | 8,251,865 | -7.70% |
| 30 Sep, 22 | 8,940,402 | -1.69% |
| 30 Jun, 22 | 9,093,873 | 1.06% |
| 31 Mar, 22 | 8,998,381 | -8.52% |
| 31 Dec, 21 | 9,836,102 | -1.90% |
| 30 Sep, 21 | 10,026,844 | -6.99% |
| 30 Jun, 21 | 10,780,067 | 2.50% |
| 31 Mar, 21 | 10,517,426 | 24.93% |
| 31 Dec, 20 | 8,418,887 | 9.34% |
| 30 Sep, 20 | 7,700,055 | -4.10% |
| 30 Jun, 20 | 8,029,450 | -5.05% |
| 31 Mar, 20 | 8,456,880 | -2.19% |
| 31 Dec, 19 | 8,645,996 | 43.76% |
| 30 Sep, 19 | 6,014,225 | - |
Intercorp Financial Services (IFS) has 8.56M shares outstanding as of 31 Mar 24, down -5.32% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 7.43% | 12.07% |
| 31 Dec, 23 | 7.85% | 12.39% |
| 30 Sep, 23 | 7.96% | 13.33% |
| 30 Jun, 23 | 7.73% | 12.58% |
| 31 Mar, 23 | 7.84% | 15.33% |
| 31 Dec, 22 | 7.15% | 11.92% |
| 30 Sep, 22 | 7.75% | 12.48% |
| 30 Jun, 22 | 7.88% | 12.96% |
| 31 Mar, 22 | 7.80% | 10.73% |
| 31 Dec, 21 | 8.52% | 11.29% |
| 30 Sep, 21 | 8.69% | 9.96% |
| 30 Jun, 21 | 9.34% | 11.25% |
| 31 Mar, 21 | 9.11% | 15.59% |
| 31 Dec, 20 | 7.64% | 15.64% |
| 30 Sep, 20 | 6.99% | 13.15% |
| 30 Jun, 20 | 7.29% | 13.59% |
| 31 Mar, 20 | 7.33% | 13.06% |
| 31 Dec, 19 | 7.49% | 27.60% |
| 30 Sep, 19 | 5.21% | - |
As of 31 Mar 24, Intercorp Financial Services is held by 7.43% institutional shareholders, representing a 12.07% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 22 | 37.50% |
| 31 Dec, 23 | 16 | 23.08% |
| 30 Sep, 23 | 13 | -27.78% |
| 30 Jun, 23 | 18 | 20.00% |
| 31 Mar, 23 | 15 | -34.78% |
| 31 Dec, 22 | 23 | 43.75% |
| 30 Sep, 22 | 16 | -11.11% |
| 30 Jun, 22 | 18 | -18.18% |
| 31 Mar, 22 | 22 | 57.14% |
| 31 Dec, 21 | 14 | -26.32% |
| 30 Sep, 21 | 19 | -5.00% |
| 30 Jun, 21 | 20 | 17.65% |
| 31 Mar, 21 | 17 | -22.73% |
| 31 Dec, 20 | 22 | 69.23% |
| 30 Sep, 20 | 13 | -18.75% |
| 30 Jun, 20 | 16 | 23.08% |
| 31 Mar, 20 | 13 | -31.58% |
| 31 Dec, 19 | 19 | -40.63% |
| 30 Sep, 19 | 32 | - |
22 institutional shareholders have increased their position in IFS stock as of 31 Mar 24 compared to 16 in the previous quarter (a 37.50% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 11 | 57.14% |
| 31 Dec, 23 | 7 | -22.22% |
| 30 Sep, 23 | 9 | -35.71% |
| 30 Jun, 23 | 14 | -6.67% |
| 31 Mar, 23 | 15 | 36.36% |
| 31 Dec, 22 | 11 | 10.00% |
| 30 Sep, 22 | 10 | 25.00% |
| 30 Jun, 22 | 8 | -11.11% |
| 31 Mar, 22 | 9 | -40.00% |
| 31 Dec, 21 | 15 | 50.00% |
| 30 Sep, 21 | 10 | -9.09% |
| 30 Jun, 21 | 11 | - |
| 31 Mar, 21 | 11 | 10.00% |
| 31 Dec, 20 | 10 | 25.00% |
| 30 Sep, 20 | 8 | -11.11% |
| 30 Jun, 20 | 9 | - |
| 31 Mar, 20 | 9 | - |
| 31 Dec, 19 | 9 | - |
| 30 Sep, 19 | - | - |
11 institutional shareholders have reduced their position in IFS stock as of 31 Mar 24 compared to 7 in the previous quarter (a 57.14% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 39 | 21.88% | 8,562,585 | -5.32% | 7.43% | 12.07% | 22 | 37.50% | 11 | 57.14% |
| 31 Dec, 23 | 32 | -11.11% | 9,043,606 | -1.54% | 7.85% | 12.39% | 16 | 23.08% | 7 | -22.22% |
| 30 Sep, 23 | 36 | -12.20% | 9,184,743 | 2.98% | 7.96% | 13.33% | 13 | -27.78% | 9 | -35.71% |
| 30 Jun, 23 | 41 | -4.65% | 8,918,871 | -1.40% | 7.73% | 12.58% | 18 | 20.00% | 14 | -6.67% |
| 31 Mar, 23 | 43 | 2.38% | 9,045,286 | 9.62% | 7.84% | 15.33% | 15 | -34.78% | 15 | 36.36% |
| 31 Dec, 22 | 42 | 10.53% | 8,251,865 | -7.70% | 7.15% | 11.92% | 23 | 43.75% | 11 | 10.00% |
| 30 Sep, 22 | 38 | - | 8,940,402 | -1.69% | 7.75% | 12.48% | 16 | -11.11% | 10 | 25.00% |
| 30 Jun, 22 | 38 | -2.56% | 9,093,873 | 1.06% | 7.88% | 12.96% | 18 | -18.18% | 8 | -11.11% |
| 31 Mar, 22 | 39 | 8.33% | 8,998,381 | -8.52% | 7.80% | 10.73% | 22 | 57.14% | 9 | -40.00% |
| 31 Dec, 21 | 36 | -2.70% | 9,836,102 | -1.90% | 8.52% | 11.29% | 14 | -26.32% | 15 | 50.00% |
| 30 Sep, 21 | 37 | -2.63% | 10,026,844 | -6.99% | 8.69% | 9.96% | 19 | -5.00% | 10 | -9.09% |
| 30 Jun, 21 | 38 | 2.70% | 10,780,067 | 2.50% | 9.34% | 11.25% | 20 | 17.65% | 11 | - |
| 31 Mar, 21 | 37 | 2.78% | 10,517,426 | 24.93% | 9.11% | 15.59% | 17 | -22.73% | 11 | 10.00% |
| 31 Dec, 20 | 36 | 24.14% | 8,418,887 | 9.34% | 7.64% | 15.64% | 22 | 69.23% | 10 | 25.00% |
| 30 Sep, 20 | 29 | -6.45% | 7,700,055 | -4.10% | 6.99% | 13.15% | 13 | -18.75% | 8 | -11.11% |
| 30 Jun, 20 | 31 | 6.90% | 8,029,450 | -5.05% | 7.29% | 13.59% | 16 | 23.08% | 9 | - |
| 31 Mar, 20 | 29 | -3.33% | 8,456,880 | -2.19% | 7.33% | 13.06% | 13 | -31.58% | 9 | - |
| 31 Dec, 19 | 30 | -6.25% | 8,645,996 | 43.76% | 7.49% | 27.60% | 19 | -40.63% | 9 | - |
| 30 Sep, 19 | 32 | - | 6,014,225 | - | 5.21% | - | 32 | - | - | - |
Intercorp Financial Services Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Intercorp Financial Services's stock was made by Montgomery Terence R on Aug 31 2007, selling 65,768 shares at - per share (valued at -). The last insider buy of IFS was made by INTERCORP PERU LTD on Dec 20 2023, buying 321,466 shares at $20.00 per share (worth $6.43M).
Intercorp Financial Services Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q4 2023 | 2 | - | - |
2 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Intercorp Financial Services's insiders, as of Q4 2023.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q4 2023 | 2 | - | - |
As of Q4 2023, Insider owners conducted 2 open market buy trades and 0 open market sell trades of Intercorp Financial Services's stocks.
Intercorp Financial Services Peer Ownership
| Ticker | Company |
|---|---|
| OFED | Oconee Federal Financial Corp. |
| HBCP | Home Bancorp, Inc. |
| BLX | Banco Latinoamericano de Comercio Exterior, S. A. |
| OVLY | Oak Valley Bancorp |
| BANF | BancFirst Corporation |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| CULL | Cullman Bancorp, Inc. |
| CIB | Bancolombia S.A. |
| LSBK | Lake Shore Bancorp, Inc. |
| CHMG | Chemung Financial Corporation |
| HMNF | HMN Financial, Inc. |
| CWBC | Community West Bancshares |
| HVBC | HV Bancorp, Inc. |
| OPOF | Old Point Financial Corporation |
| BCH | Banco de Chile |
| FCCO | First Community Corporation |
| MGYR | Magyar Bancorp, Inc. |
IFS Ownership FAQ
Who Owns Intercorp Financial Services?
Intercorp Financial Services is owned by institutional shareholders (7.43%), insiders (71.22%), and public (21.35%). The largest institutional shareholder of Intercorp Financial Services is FMR LLC (2.29% of total shares) and the top mutual fund owner is TEMPLETON EMERGING MARKETS FUND (0.07% of total shares).
Who are the major institutional shareholders of Intercorp Financial Services?
Intercorp Financial Services's major institutional shareholders are FMR LLC, FRANKLIN RESOURCES INC, NWI MANAGEMENT LP, SCHRODER INVESTMENT MANAGEMENT GROUP, and BLACKROCK INC.. The top five shareholders own together 5.96% of the company's share outstanding.
How many Intercorp Financial Services shareholders are there?
As of Mar 2024, there are 39 institutional shareholders of Intercorp Financial Services.
What percentage of Intercorp Financial Services is owned by FMR LLC?
FMR LLC owns 2.64M shares of Intercorp Financial Services, representing 2.29% of the company's total shares outstanding, valued at $62.95M (as of Mar 2024).
What percentage of Intercorp Financial Services is owned by FRANKLIN RESOURCES INC?
As of Mar 2024, FRANKLIN RESOURCES INC holds 2.2M shares of Intercorp Financial Services (IFS), compromising 1.91% of the company, valued at $52.3M.
What percentage of Intercorp Financial Services is owned by NWI MANAGEMENT LP?
NWI MANAGEMENT LP is the third largest holder of Intercorp Financial Services. The company owns 1.02M of the company's shares outstanding (worth $24.77M).