Who Owns Intercorp Financial Services Stock?
NYSE: IFSFinancial ServicesBanks - RegionalUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 23.72%
- Held by insiders
- 73.41%
- Institutional holders
- 187
- Institutions 23.7%
- Insiders 73.4%
- Public and other 2.9%
Who owns Intercorp Financial Services stock?
Institutional investors own about 23.7% of Intercorp Financial Services's shares, spread across 187 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 73.41% of IFS.
The largest institutional holders are FMR, LLC (2.00%), Blackrock Inc. (1.35%) and Lazard Asset Management LLC (0.97%). Together, the top 10 institutions control 9.4% of shares outstanding. In their latest filings, 3 of the top 10 institutions increased their IFS positions and 6 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of IFS
| Institution | Shares | % Held | Change |
|---|---|---|---|
| FMR, LLC | 2.31M | 2.00% | +22.7% |
| Blackrock Inc. | 1.56M | 1.35% | -11.3% |
| Lazard Asset Management LLC | 1.12M | 0.97% | +552.3% |
| Acadian Asset Management. LLC | 1.09M | 0.94% | -0.8% |
| NWI Management, L.P. | 1.02M | 0.89% | 0.0% |
| Franklin Resources, Inc. | 1.01M | 0.88% | -18.0% |
| Marshall Wace LLP | 983.08K | 0.85% | +173.0% |
| Schroder Investment Management Group | 695.29K | 0.60% | -13.1% |
| JPMORGAN CHASE & CO | 538.78K | 0.47% | -5.8% |
| Arrowstreet Capital, Limited Partnership | 511.57K | 0.44% | -1.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of IFS
| Fund | Shares | % Held |
|---|---|---|
| Fidelity Investment Trust-Fidelity International Small Cap Fund | 683.10K | 0.59% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | 426.07K | 0.37% |
| iShares, Inc.-iShares Core MSCI Emerging Markets ETF | 383.65K | 0.33% |
| Fidelity Investment Trust-Fidelity Emerging Markets Discovery Fund | 286.75K | 0.25% |
| iShares Trust-iShares MSCI Peru and Global Exposure ETF | 284.23K | 0.25% |
| Templeton Developing Markets TRT-Templeton Emerging Markets Eqy. Fd. | 154.82K | 0.13% |
| Manager Directed Portfolios-Hood River International Opportunity Fund | 147.86K | 0.13% |
| VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund | 118.86K | 0.10% |
| EMPOWER FUNDS, INC.-Empower Emerging Markets Equity Fund | 112.11K | 0.10% |
| American Century ETF Trust-Avantis Emerging Markets Equity ETF | 110.46K | 0.10% |
Frequently asked questions
Who is the largest shareholder of Intercorp Financial Services?
FMR, LLC is the largest institutional shareholder of IFS, owning 2.00% of shares outstanding (2.31M shares) as of its latest 13F filing.
What percentage of Intercorp Financial Services is owned by institutions?
Institutions own about 23.7% of IFS shares and 89.2% of the public float.
How much of Intercorp Financial Services do insiders own?
Insiders, such as officers and directors, own about 73.41% of IFS shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.