Intercorp Financial Services Ownership | Who Owns Intercorp Financial Services?

Intercorp Financial Services Ownership Summary

Intercorp Financial Services is owned by 12.38% institutional investors, 71.95% insiders, and 15.68% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	Intercorp Financial Services	12.38%	71.95%	15.68%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Regional Banks Stocks	38.01%	12.17%	49.81%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fmr	2.19M	1.91%	$64.12M
Franklin resources	1.99M	1.74%	$58.36M
Nwi management lp	1.02M	0.89%	$29.63M
Helikon investments	974.82K	0.85%	$28.60M
Schroder investment management group	807.96K	0.71%	$23.71M
Blackrock funding, inc. /de	680.90K	0.59%	$19.98M
Blackrock	635.31K	0.56%	$14.24M
Millennium management	556.97K	0.49%	$16.34M
Acadian asset management	445.74K	0.39%	$13.05M
Principal financial group	381.27K	0.33%	$11.19M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Sagil capital llp	308.94K	4.15%	$9.06M
Helikon investments	974.82K	2.98%	$28.60M
Nwi management lp	1.02M	1.30%	$29.63M
Banco btg pactual	64.45K	0.44%	$1.88M
Nipun capital	11.50K	0.22%	$337.41K
Pdt partners	24.51K	0.06%	$719.15K
Campbell & co investment adviser	17.21K	0.04%	$505.03K
Acadian asset management	445.74K	0.04%	$13.05M
Lord, abbett	280.13K	0.03%	$8.22M
Schroder investment management group	807.96K	0.02%	$23.71M

Top Buyers

Holder	Shares	% Assets	Change
Millennium management	556.97K	0.01%	531.76K
Acadian asset management	445.74K	0.04%	411.45K
Sagil capital llp	308.94K	4.15%	308.94K
Blackrock	635.31K	0.00%	280.44K
Principal financial group	381.27K	0.01%	150.00K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	680.90K	0.00%	-217.08K
Citigroup	-	-	-213.39K
Deprince race & zollo	-	-	-182.78K
Mirabella financial services llp	-	-	-131.90K
Franklin resources	1.99M	0.02%	-82.43K

New Positions

Holder	Shares	% Assets	Change	Value
Sagil capital llp	308.94K	4.15%	308.94K	$9.06M
Banco btg pactual	64.45K	0.44%	64.45K	$1.88M
Bnp paribas arbitrage, snc	57.51K	0.00%	57.51K	$1.69M
Teacher retirement system of texas	51.01K	0.01%	51.01K	$1.50M
Los angeles capital management	42.45K	0.01%	42.45K	$1.25M

Sold Out

Holder	Change
Advisor group	-4.00
Nelson, van denburg & campbell wealth management group	-40.00
Quent capital	-4.00K
Fny investment advisers	-5.51K
Centiva capital, lp	-7.19K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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	-
Jun 30, 2024	39	-4.88%	9,361,168	8.31%	8	14.54%	22	-4.35%	9	-18.18%
Mar 31, 2024	41	24.24%	8,642,729	-5.07%	7	12.02%	23	43.75%	11	57.14%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Templeton Emg Mkts Eq	779.64K	0.70%	603.31K
Candriam Sst Eq Em Mkts R € Acc	714.73K	0.64%	34.73K
Fidelity International Small Cap	683.10K	0.61%	-
Fidelity Global Value Growth Eq MF	548.60K	0.49%	-
Fidelity Low-Priced Stock	530.08K	0.47%	-975.00
Larrain Vial SICAV LatAm S&M Cap Eq I	508.62K	0.44%	59.31K
Templeton Latin America A(Ydis)USD	465.42K	0.42%	-
Principal Glb Emerging Markets R5	376.94K	0.34%	33.46K
iShares Core MSCI Emerging Markets ETF	324.09K	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 12.38%, followed by 71.95% insiders and 15.67% retail investors. The average institutional ownership in Intercorp Financial Services's industry, Regional Banks Stocks, is 38.01%, 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 Nwi management lp (1.02M shares, 0.89%). Together, they hold 4.54% 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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