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Intercorp Financial Services Ownership | Who Owns Intercorp Financial Services?

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Intercorp Financial Services Ownership Summary

Intercorp Financial Services is owned by 9.20% institutional investors, 73.06% insiders, and 17.74% retail investors. Fmr is the largest institutional shareholder, holding 1.89% of IFS shares. Larrain Vial SICAV LatAm S&M Cap Eq I is the top mutual fund, with 0.63% of its assets in Intercorp Financial Services shares.

IFS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockIntercorp Financial Services9.20%73.06%17.74%
SectorFinancial Services Stocks 32.19%15.44%52.37%
IndustryRegional Banks Stocks31.54%12.70%55.76%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Fmr2.12M1.89%$85.60M
Blackrock funding, inc. /de1.74M1.56%$73.67M
Franklin resources1.30M1.16%$54.92M
Acadian asset management1.06M0.96%$45.01M
Nwi management lp1.02M0.91%$40.89M
Morgan stanley668.68K0.60%$28.33M
Jpmorgan chase631.17K0.57%$26.74M
Blackrock635.31K0.56%$14.24M
Arrowstreet capital, limited partnership575.96K0.52%$24.40M
Schroder investment management group559.41K0.50%$22.57B

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Globeflex capital l p429.55K2.79%$18.20M
Nwi management lp1.02M2.26%$40.89M
Lingohr & partner asset management gmbh40.53K1.62%$1.62M
Sheets smith investment management25.83K0.68%$1.04M
Banco btg pactual75.30K0.55%$3.19M
Nipun capital20.47K0.40%$867.11K
Channing global advisors14.52K0.39%$615.19K
Mirabella financial services llp97.28K0.33%$3.92M
Pdt partners87.86K0.22%$3.54M
Precision wealth strategies14.95K0.21%$633.32K

Top Buyers

HolderShares% AssetsChange
Blackrock funding, inc. /de1.74M0.00%754.40K
Millennium management556.97K0.01%531.76K
Blackrock635.31K0.00%280.44K
Morgan stanley668.68K0.00%248.28K
State street303.14K0.00%110.45K

Top Sellers

HolderShares% AssetsChange
Helikon investments31.22K0.07%-904.48K
Principal financial group---534.61K
Fourth sail capital lp---230.00K
Sagil capital llp---199.55K
Deprince race & zollo---182.78K

New Positions

HolderShares% AssetsChangeValue
Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main44.80K0.00%44.80K$1.81M
Wellington management group llp29.33K0.00%29.33K$1.18M
Voleon capital management lp18.68K0.02%18.68K$753.39K
Precision wealth strategies14.95K0.21%14.95K$633.32K
Channing global advisors14.52K0.39%14.52K$615.19K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-40.00
Highmark wealth management-43.00
Citigroup-79.00
Tower research capital llc (trc)-791.00
Alliancebernstein-4.06K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202563-35.71%10,236,831-35.82%94.56%31-41.51%19-26.92%
Sep 30, 202594-15,834,3280.37%147.35%49-18.33%2630.00%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Larrain Vial SICAV LatAm S&M Cap Eq I694.54K0.63%70.22K
Fidelity International Small Cap683.10K0.61%-
Fidelity Low-Priced Stock525.74K0.47%-
Candriam Sst Eq Em Mkts R € Acc475.20K0.43%-239.52K
Schroder ISF Frntr Mkts Eq C Acc USD436.76K0.39%-
Fidelity Global Value Growth Eq MF435.30K0.39%-113.30K
BGF Latin American - A4398.41K0.36%77.20K
iShares Core MSCI Emerging Markets ETF377.74K0.34%246.54K
Principal Glb Emerging Markets R5376.94K0.34%-
Templeton Latin America A(Ydis)USD351.28K0.32%-114.14K

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 9.20%, followed by 73.06% insiders and 17.74% retail investors. The average institutional ownership in Intercorp Financial Services's industry, Regional Banks Stocks, is 31.54%, 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%), Blackrock funding, inc. /de (1.74M shares, 1.56%), and Franklin resources (1.3M shares, 1.16%). Together, they hold 4.62% 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?

Globeflex capital l p is Intercorp Financial Services’s biggest shareholder by percentage of total assets invested, with 2.79% of its assets in 429.54K Intercorp Financial Services shares, valued at 18.2M$.

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

Larrain Vial SICAV LatAm S&M Cap Eq I is the top mutual fund holder of Intercorp Financial Services shares, with 0.63% of its total shares outstanding invested in 694.54K Intercorp Financial Services shares.

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