Intercorp Financial Services Ownership | Who Owns Intercorp Financial Services?

Intercorp Financial Services Ownership Summary

Intercorp Financial Services is owned by 14.10% institutional investors, 73.06% insiders, and 12.84% retail investors. Fmr is the largest institutional shareholder, holding 1.89% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	Intercorp Financial Services	14.10%	73.06%	12.84%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Regional Banks Stocks	38.26%	12.54%	49.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fmr	2.12M	1.89%	$85.60M
Franklin resources	1.35M	1.20%	$54.37M
Acadian asset management	1.10M	0.98%	$44.20M
Nwi management lp	1.02M	0.91%	$40.89M
Blackrock funding, inc. /de	984.69K	0.88%	$39.72M
Helikon investments	935.70K	0.83%	$37.75M
Blackrock	635.31K	0.56%	$14.24M
Jpmorgan chase	589.02K	0.52%	$23.76M
Arrowstreet capital, limited partnership	581.25K	0.52%	$23.45M
Schroder investment management group	559.41K	0.50%	$22.57B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Helikon investments	935.70K	2.58%	$37.75M
Globeflex capital l p	365.50K	2.27%	$14.74M
Nwi management lp	1.02M	2.26%	$40.89M
Fourth sail capital lp	230.00K	2.24%	$9.28M
Lingohr & partner asset management gmbh	40.53K	1.62%	$1.62M
Banco btg pactual	129.67K	0.76%	$5.23M
Sheets smith investment management	25.83K	0.68%	$1.04M
Virtus etf advisers	14.40K	0.38%	$580.90K
Mirabella financial services llp	97.28K	0.33%	$3.92M
Pdt partners	87.86K	0.22%	$3.54M

Top Buyers

Holder	Shares	% Assets	Change
Millennium management	556.97K	0.01%	531.76K
Blackrock	635.31K	0.00%	280.44K
William blair investment management	376.60K	0.04%	189.06K
State street	303.14K	0.00%	110.45K
Acadian asset management	1.10M	0.08%	110.30K

Top Sellers

Holder	Shares	% Assets	Change
Helikon investments	935.70K	2.58%	-252.51K
Fourth sail capital lp	230.00K	2.24%	-228.97K
Sagil capital llp	-	-	-199.55K
Deprince race & zollo	-	-	-182.78K
Marshall wace, llp	357.53K	0.01%	-161.79K

New Positions

Holder	Shares	% Assets	Change	Value
Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main	44.80K	0.00%	44.80K	$1.81M
Wellington management group llp	29.33K	0.00%	29.33K	$1.18M
Voleon capital management lp	18.68K	0.02%	18.68K	$753.39K
Toroso investments	13.69K	0.00%	13.69K	$552.42K
Benjamin edwards	10.68K	0.00%	10.68K	$430.70K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-40.00
Tower research capital llc (trc)	-791.00
Quent capital	-4.00K
Alliancebernstein	-4.06K
Fny investment advisers	-5.51K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	94	-	15,834,328	0.37%	14	7.35%	49	-18.33%	26	30.00%
Jun 30, 2025	93	16.25%	15,750,397	11.34%	13	9.03%	59	1.72%	20	25.00%
Mar 31, 2025	80	23.08%	14,145,755	13.03%	12	10.36%	58	20.83%	16	100.00%
Dec 31, 2024	39	-11.36%	9,331,940	-8.51%	8	10.27%	27	-3.57%	6	-33.33%
Sep 30, 2024	44	10.00%	10,200,250	8.26%	8	13.15%	28	27.27%	9	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Templeton Emg Mkts Eq	779.64K	0.70%	603.31K
Fidelity International Small Cap	683.10K	0.61%	-
Fidelity Global Value Growth Eq MF	548.60K	0.49%	-
Fidelity Low-Priced Stock	528.66K	0.47%	-1.42K
Larrain Vial SICAV LatAm S&M Cap Eq I	508.62K	0.44%	59.31K
Candriam Sst Eq Em Mkts R € Acc	475.20K	0.43%	-239.52K
Templeton Latin America A(Ydis)USD	422.92K	0.38%	-42.50K
Principal Glb Emerging Markets R5	376.94K	0.34%	-
iShares Core MSCI Emerging Markets ETF	324.68K	0.29%	-
Templeton Emerging Mkts Invmt Tr TEMIT	311.00K	0.28%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 20, 2023	INTERCORP PERU LTD	-	Buy	$6.43M
Nov 09, 2023	INTERCORP PERU LTD	-	Buy	$9.64M
Aug 07, 2007	Daily Paul M	Pres/CEO, Infrs. Underground	Sell	$6.35K
Aug 07, 2007	Daily Paul M	Pres/CEO, Infrs. Underground	Sell	$9.54K
Aug 07, 2007	Daily Paul M	Pres/CEO, Infrs. Underground	Sell	$11.98K

Insider Transactions Trends

Date	Buy	Sell
2023 Q4	2	-

IFS Ownership FAQ

Who Owns Intercorp Financial Services?

Intercorp Financial Services shareholders are primarily institutional investors at 14.10%, followed by 73.06% insiders and 12.84% retail investors. The average institutional ownership in Intercorp Financial Services's industry, Regional Banks Stocks, is 38.26%, which Intercorp Financial Services falls below.

Who owns the most shares of Intercorp Financial Services?

Intercorp Financial Services’s largest shareholders are Fmr (2.12M shares, 1.89%), Franklin resources (1.35M shares, 1.20%), and Acadian asset management (1.1M shares, 0.98%). Together, they hold 4.07% 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?

Helikon investments is Intercorp Financial Services’s biggest shareholder by percentage of total assets invested, with 2.58% of its assets in 935.7K Intercorp Financial Services shares, valued at 37.75M$.

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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