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Intercorp Financial Services Ownership | Who Owns Intercorp Financial Services?

OverviewRevenueFinancialsChartTranscripts

Intercorp Financial Services Ownership Summary

Intercorp Financial Services is owned by 8.91% institutional investors, 71.22% insiders, and 19.87% retail investors. Fmr is the largest institutional shareholder, holding 2.30% of IFS shares. Fidelity International Small Cap is the top mutual fund, with 0.60% of its assets in Intercorp Financial Services shares.

IFS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockIntercorp Financial Services8.91%71.22%19.87%
SectorFinancial Services Stocks 86.48%14.02%-0.50%
IndustryRegional Banks Stocks51.80%12.03%36.18%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Fmr2.63M2.30%$59.02M
Franklin resources2.10M1.84%$47.16M
Nwi management lp1.02M0.89%$22.95M
Helikon investments974.82K0.85%$28.60M
Blackrock635.31K0.56%$14.24M
Schroder investment management group568.27K0.50%$12.74M
Principal financial group381.27K0.33%$11.19M
Jpmorgan chase300.94K0.26%$6.74M
Lord, abbett189.70K0.17%$4.25M
Arrowstreet capital, limited partnership180.88K0.16%$4.05M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Helikon investments974.82K2.98%$28.60M
Nwi management lp1.02M0.84%$22.95M
Franklin resources2.10M0.01%$47.16M
Schroder investment management group568.27K0.01%$12.74M
Lord, abbett189.70K0.01%$4.25M
Principal financial group381.27K0.01%$11.19M
Hrt financial lp47.05K0.01%$1.05M
Alliancebernstein4.06K0.01%$15.24M
Los angeles capital management42.45K0.01%$1.25M
Fmr2.63M0.00%$59.02M

Top Buyers

HolderShares% AssetsChange
Blackrock635.31K0.00%280.44K
Principal financial group381.27K0.01%150.00K
State street126.62K0.00%90.98K
Ubs asset management americas85.20K0.00%85.20K
Marshall wace, llp84.38K0.00%71.28K

Top Sellers

HolderShares% AssetsChange
Franklin resources2.10M0.01%-91.96K
Schroder investment management group568.27K0.01%-78.04K
Absolute gestao de investimentos ltda.---61.54K
Compass group---31.66K
Goldman sachs group---31.32K

New Positions

HolderShares% AssetsChangeValue
Ubs asset management americas85.20K0.00%85.20K$1.91M
Los angeles capital management42.45K0.01%42.45K$1.25M
Pictet asset management sa30.40K0.00%30.40K$681.26K
New york state common retirement fund24.41K0.00%24.41K$716.00K
Cubist systematic strategies17.29K0.00%17.29K$387.38K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-40.00
Lazard asset management-443.00
Quent capital-4.00K
Tower research capital llc (trc)-6.45K
Qube research-12.70K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20244410.00%10,200,2508.26%813.15%2827.27%9-
Jun 30, 202439-4.88%9,361,1688.31%814.54%22-4.35%9-18.18%
Mar 31, 20244124.24%8,642,729-5.07%712.02%2343.75%1157.14%
Dec 31, 202333-8.33%9,104,501-0.87%712.47%1623.08%7-22.22%
Sep 30, 202336-12.20%9,184,7432.98%713.33%13-27.78%9-35.71%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Fidelity International Small Cap683.10K0.60%-
Templeton Latin America A(Ydis)USD672.83K0.59%-32.65K
Fidelity Low-Priced Stock602.22K0.53%-685.00
Fidelity Global Value Growth Eq MF548.60K0.48%-
Larrain Vial SICAV LatAm S&M Cap Eq I508.62K0.44%59.31K
Templeton Emerging Mkts Invmt Tr TEMIT431.38K0.38%-
Principal Glb Emerging Markets R5343.48K0.30%-
Schroder ISF Frntr Mkts Eq C Acc USD294.48K0.26%-
H75 Schroder Latin American224.91K0.20%-
J37 Schroder Latin American224.91K0.20%-18.37K

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 8.91%, followed by 71.22% insiders and 19.87% retail investors. The average institutional ownership in Intercorp Financial Services's industry, Regional Banks Stocks, is 51.80%, which Intercorp Financial Services falls below.

Who owns the most shares of Intercorp Financial Services?

Intercorp Financial Services’s largest shareholders are Fmr (2.63M shares, 2.30%), Franklin resources (2.1M shares, 1.84%), and Nwi management lp (1.02M shares, 0.89%). Together, they hold 5.03% 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 2.98% of its assets in 974.82K Intercorp Financial Services shares, valued at 28.6M$.

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

Fidelity International Small Cap is the top mutual fund holder of Intercorp Financial Services shares, with 0.60% of its total shares outstanding invested in 683.1K Intercorp Financial Services shares.

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