Intercorp Financial Services Ownership 2024 | Who Owns Intercorp Financial Services Now?
Institutional Ownership
0.83%
Insider Ownership
71.22%
Retail Ownership
27.95%
Institutional Holders
10.00
Intercorp Financial Services Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 2.30% | 0.00% | 2,633,838 | -10,080 | -0.38% | 59,024,309 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 1.84% | 0.01% | 2,104,405 | -91,960 | -4.19% | 47,159,716 | Jun 30, 2024 |
| NWI MANAGEMENT LP | 0.89% | 0.84% | 1,022,210 | - | - | 22,949,000 | Jun 30, 2024 |
| HELIKON INVESTMENTS LTD | 0.68% | 1.61% | 781,345 | 528,099 | 208.53% | 17,509,941 | Jun 30, 2024 |
| BLACKROCK INC. | 0.56% | 0.00% | 635,314 | 280,445 | 79.03% | 14,237,386 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.50% | 0.01% | 568,274 | -78,041 | -12.07% | 12,735,020 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.26% | 0.00% | 300,945 | 46,999 | 18.51% | 6,744,178 | Jun 30, 2024 |
| LORD, ABBETT & CO. LLC | 0.17% | 0.01% | 189,697 | 1,978 | 1.05% | 4,251,000 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.16% | 0.00% | 180,878 | 27,613 | 18.02% | 4,053,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.12% | 0.00% | 132,961 | 63,783 | 92.20% | 2,979,656 | Jun 30, 2024 |
| STATE STREET CORP | 0.11% | 0.00% | 126,620 | 90,978 | 255.25% | 2,837,554,000 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.07% | 0.00% | 85,200 | 85,200 | 100.00% | 1,909,332 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.07% | 0.00% | 84,377 | 71,277 | 544.10% | 1,890,889 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.04% | 0.00% | 51,226 | - | - | 1,147,974,000 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.04% | 0.01% | 47,046 | 30,250 | 180.10% | 1,054,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.03% | 0.00% | 32,225 | 151 | 0.47% | 722,162 | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | 0.03% | 0.00% | 30,400 | 30,400 | 100.00% | 681,264 | Jun 30, 2024 |
| DODGE & COX | 0.02% | 0.00% | 27,010 | - | - | 605,294 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.02% | 0.00% | 26,575 | 11,881 | 80.86% | 595,546,000 | Jun 30, 2024 |
| BOSTON PARTNERS | 0.02% | 0.00% | 25,872 | - | - | 579,790 | Jun 30, 2024 |
Intercorp Financial Services's largest institutional shareholder is FMR LLC, holding 2.30% of the company's total share outstanding, currently valued at $59.02M. The top 10 institutional shareholders own together 7.47% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HELIKON INVESTMENTS LTD | 0.68% | 1.61% | 781,345 | 528,099 | 208.53% | 17,509,941 | Jun 30, 2024 |
| NWI MANAGEMENT LP | 0.89% | 0.84% | 1,022,210 | - | - | 22,949,000 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 1.84% | 0.01% | 2,104,405 | -91,960 | -4.19% | 47,159,716 | Jun 30, 2024 |
| LORD, ABBETT & CO. LLC | 0.17% | 0.01% | 189,697 | 1,978 | 1.05% | 4,251,000 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.50% | 0.01% | 568,274 | -78,041 | -12.07% | 12,735,020 | Jun 30, 2024 |
| QUENT CAPITAL, LLC | 0.00% | 0.01% | 4,000 | - | - | 89,640 | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | 0.01% | 0.01% | 16,875 | 16,875 | 100.00% | 378,169 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.04% | 0.01% | 47,046 | 30,250 | 180.10% | 1,054,000 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.00% | 0.01% | 4,060 | 4,060 | 100.00% | 15,238,800 | Jun 30, 2024 |
| FMR LLC | 2.30% | 0.00% | 2,633,838 | -10,080 | -0.38% | 59,024,309 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.16% | 0.00% | 180,878 | 27,613 | 18.02% | 4,053,000 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.02% | 0.00% | 17,286 | 17,286 | 100.00% | 387,379 | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.00% | 0.00% | 2,396 | -1,240 | -34.10% | 53,694 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.07% | 0.00% | 84,377 | 71,277 | 544.10% | 1,890,889 | Jun 30, 2024 |
| HANDELSBANKEN FONDER AB | 0.02% | 0.00% | 19,100 | -164,900 | -89.62% | 428,000 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.02% | 0.00% | 21,952 | 6,807 | 44.95% | 490,000 | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | 0.03% | 0.00% | 30,400 | 30,400 | 100.00% | 681,264 | Jun 30, 2024 |
| BOSTON PARTNERS | 0.02% | 0.00% | 25,872 | - | - | 579,790 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.04% | 0.00% | 51,226 | - | - | 1,147,974,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.26% | 0.00% | 300,945 | 46,999 | 18.51% | 6,744,178 | Jun 30, 2024 |
The largest Intercorp Financial Services shareholder by % of total assets is HELIKON INVESTMENTS LTD. The company owns 781.35K shares of Intercorp Financial Services (IFS), representing 1.61% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HELIKON INVESTMENTS LTD | 0.68% | 1.61% | 781,345 | 528,099 | 208.53% | 17,509,941 | Jun 30, 2024 |
| BLACKROCK INC. | 0.56% | 0.00% | 635,314 | 280,445 | 79.03% | 14,237,386 | Jun 30, 2024 |
| STATE STREET CORP | 0.11% | 0.00% | 126,620 | 90,978 | 255.25% | 2,837,554,000 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.07% | 0.00% | 85,200 | 85,200 | 100.00% | 1,909,332 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.07% | 0.00% | 84,377 | 71,277 | 544.10% | 1,890,889 | Jun 30, 2024 |
| MORGAN STANLEY | 0.12% | 0.00% | 132,961 | 63,783 | 92.20% | 2,979,656 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.26% | 0.00% | 300,945 | 46,999 | 18.51% | 6,744,178 | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | 0.03% | 0.00% | 30,400 | 30,400 | 100.00% | 681,264 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.04% | 0.01% | 47,046 | 30,250 | 180.10% | 1,054,000 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.16% | 0.00% | 180,878 | 27,613 | 18.02% | 4,053,000 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.02% | 0.00% | 17,286 | 17,286 | 100.00% | 387,379 | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | 0.01% | 0.01% | 16,875 | 16,875 | 100.00% | 378,169 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.02% | 0.00% | 24,815 | 14,802 | 147.83% | 556,104 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.02% | 0.00% | 26,575 | 11,881 | 80.86% | 595,546,000 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.01% | - | 11,224 | 11,094 | 8533.85% | 251,530 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.02% | 0.00% | 21,952 | 6,807 | 44.95% | 490,000 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.00% | 0.01% | 4,060 | 4,060 | 100.00% | 15,238,800 | Jun 30, 2024 |
| LORD, ABBETT & CO. LLC | 0.17% | 0.01% | 189,697 | 1,978 | 1.05% | 4,251,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.01% | - | 16,398 | 1,643 | 11.14% | 367,478 | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.00% | - | 443 | 443 | 100.00% | 9,000 | Jun 30, 2024 |
As of Jun 30 2024, Intercorp Financial Services's largest institutional buyer is HELIKON INVESTMENTS LTD. The company purchased 528.10K stocks of IFS, valued at $17.51M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HANDELSBANKEN FONDER AB | 0.02% | 0.00% | 19,100 | -164,900 | -89.62% | 428,000 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 1.84% | 0.01% | 2,104,405 | -91,960 | -4.19% | 47,159,716 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.50% | 0.01% | 568,274 | -78,041 | -12.07% | 12,735,020 | Jun 30, 2024 |
| ABSOLUTE GESTAO DE INVESTIMENTOS LTDA. | - | - | - | -61,541 | -100.00% | - | Jun 30, 2024 |
| COMPASS GROUP LLC | - | - | - | -31,663 | -100.00% | - | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | - | - | - | -31,316 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -23,481 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -19,249 | -100.00% | - | Jun 30, 2024 |
| FMR LLC | 2.30% | 0.00% | 2,633,838 | -10,080 | -0.38% | 59,024,309 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.01% | 0.00% | 12,703 | -8,573 | -40.29% | 284,674 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -6,451 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.00% | 0.00% | 2,396 | -1,240 | -34.10% | 53,694 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | - | - | 46 | -1,204 | -96.32% | 1,031 | Jun 30, 2024 |
| UBS GROUP AG | - | - | 6 | -432 | -98.63% | 134 | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -40 | -100.00% | - | Jun 30, 2024 |
| NWI MANAGEMENT LP | 0.89% | 0.84% | 1,022,210 | - | - | 22,949,000 | Jun 30, 2024 |
| QUENT CAPITAL, LLC | 0.00% | 0.01% | 4,000 | - | - | 89,640 | Jun 30, 2024 |
| BOSTON PARTNERS | 0.02% | 0.00% | 25,872 | - | - | 579,790 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.04% | 0.00% | 51,226 | - | - | 1,147,974,000 | Jun 30, 2024 |
| DODGE & COX | 0.02% | 0.00% | 27,010 | - | - | 605,294 | Jun 30, 2024 |
As of Jun 30 2024, Intercorp Financial Services's biggest institutional seller is HANDELSBANKEN FONDER AB. The company sold -0.16M shares of IFS, valued at $428.00K.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| UBS ASSET MANAGEMENT AMERICAS INC | 0.07% | 0.00% | 85,200 | 85,200 | 100.00% | 1,909,332 | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | 0.03% | 0.00% | 30,400 | 30,400 | 100.00% | 681,264 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.02% | 0.00% | 17,286 | 17,286 | 100.00% | 387,379 | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | 0.01% | 0.01% | 16,875 | 16,875 | 100.00% | 378,169 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.00% | 0.01% | 4,060 | 4,060 | 100.00% | 15,238,800 | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.00% | - | 443 | 443 | 100.00% | 9,000 | Jun 30, 2024 |
| CORNERSTONE PLANNING GROUP LLC | - | 0.00% | 46 | 46 | 100.00% | 1,025 | Jun 30, 2024 |
Intercorp Financial Services's largest new institutional shareholder by number of shares is UBS ASSET MANAGEMENT AMERICAS INC, purchased 85.20K shares, valued at $1.91M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ABSOLUTE GESTAO DE INVESTIMENTOS LTDA. | - | - | - | -61,541 | -100.00% | - | Jun 30, 2024 |
| COMPASS GROUP LLC | - | - | - | -31,663 | -100.00% | - | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | - | - | - | -31,316 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -23,481 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -19,249 | -100.00% | - | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -6,451 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -40 | -100.00% | - | Jun 30, 2024 |
Intercorp Financial Services's largest sold out institutional shareholder by shares sold is ABSOLUTE GESTAO DE INVESTIMENTOS LTDA., sold -61.54K shares, valued at -, as of undefined.
Intercorp Financial Services Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| TEMPLETON EMERGING MARKETS FUND | 0.07% | 34,920 | - | - | Feb 29, 2024 |
| TEMPLETON DEVELOPING MARKETS TRUST | 0.04% | 123,460 | - | - | Mar 31, 2024 |
| World Funds Trust | 0.02% | 13,599 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 31,971 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY WORLD MUTUAL FUNDS INC | 0.00% | 2,280 | - | - | Feb 29, 2024 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC | 0.00% | 7,236 | - | - | Mar 31, 2024 |
| TEMPLETON GLOBAL INVESTMENT TRUST | 0.00% | 162,200 | - | - | Feb 29, 2024 |
| Segall Bryant & Hamill Trust | 0.00% | 1,235 | - | - | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 10,898 | - | - | Jan 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 921 | - | - | Jan 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 24,009 | - | - | Mar 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 57,721 | - | - | Mar 31, 2024 |
| Tidal ETF Trust | 0.00% | 175 | - | - | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 4,373 | 590 | 15.60% | Jan 31, 2024 |
| DODGE & COX FUNDS | 0.00% | 26,167 | - | - | Mar 31, 2024 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) | 0.00% | 125,283 | - | - | Jan 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 23,443 | - | - | Jan 31, 2024 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 31,950 | - | - | Jun 30, 2020 |
Intercorp Financial Services's largest mutual fund holder by % of total assets is "TEMPLETON EMERGING MARKETS FUND", owning 34.92K shares, compromising 0.07% of its total assets.
Intercorp Financial Services Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 10 | -75.00% |
| 31 Mar, 24 | 40 | 21.21% |
| 31 Dec, 23 | 33 | -8.33% |
| 30 Sep, 23 | 36 | -12.20% |
| 30 Jun, 23 | 41 | -4.65% |
| 31 Mar, 23 | 43 | 2.38% |
| 31 Dec, 22 | 42 | 10.53% |
| 30 Sep, 22 | 38 | - |
| 30 Jun, 22 | 38 | -2.56% |
| 31 Mar, 22 | 39 | 8.33% |
| 31 Dec, 21 | 36 | -2.70% |
| 30 Sep, 21 | 37 | -2.63% |
| 30 Jun, 21 | 38 | 2.70% |
| 31 Mar, 21 | 37 | 2.78% |
| 31 Dec, 20 | 36 | 24.14% |
| 30 Sep, 20 | 29 | -6.45% |
| 30 Jun, 20 | 31 | 6.90% |
| 31 Mar, 20 | 29 | -3.33% |
| 31 Dec, 19 | 30 | -6.25% |
| 30 Sep, 19 | 32 | - |
As of 30 Jun 24, 10 institutions are holding Intercorp Financial Services's shares, representing a decrease of -75.00% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 952,697 | -88.90% |
| 31 Mar, 24 | 8,581,834 | -5.74% |
| 31 Dec, 23 | 9,104,501 | -0.87% |
| 30 Sep, 23 | 9,184,743 | 2.98% |
| 30 Jun, 23 | 8,918,871 | -1.40% |
| 31 Mar, 23 | 9,045,286 | 9.62% |
| 31 Dec, 22 | 8,251,865 | -7.70% |
| 30 Sep, 22 | 8,940,402 | -1.69% |
| 30 Jun, 22 | 9,093,873 | 1.06% |
| 31 Mar, 22 | 8,998,381 | -8.52% |
| 31 Dec, 21 | 9,836,102 | -1.90% |
| 30 Sep, 21 | 10,026,844 | -6.99% |
| 30 Jun, 21 | 10,780,067 | 2.50% |
| 31 Mar, 21 | 10,517,426 | 24.93% |
| 31 Dec, 20 | 8,418,887 | 9.34% |
| 30 Sep, 20 | 7,700,055 | -4.10% |
| 30 Jun, 20 | 8,029,450 | -5.05% |
| 31 Mar, 20 | 8,456,880 | -2.19% |
| 31 Dec, 19 | 8,645,996 | 43.76% |
| 30 Sep, 19 | 6,014,225 | - |
Intercorp Financial Services (IFS) has 952.70K shares outstanding as of 30 Jun 24, down -88.90% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 0.83% | 1.50% |
| 31 Mar, 24 | 7.45% | 11.93% |
| 31 Dec, 23 | 7.90% | 12.47% |
| 30 Sep, 23 | 7.96% | 13.33% |
| 30 Jun, 23 | 7.73% | 12.58% |
| 31 Mar, 23 | 7.84% | 15.33% |
| 31 Dec, 22 | 7.15% | 11.92% |
| 30 Sep, 22 | 7.75% | 12.48% |
| 30 Jun, 22 | 7.88% | 12.96% |
| 31 Mar, 22 | 7.80% | 10.73% |
| 31 Dec, 21 | 8.52% | 11.29% |
| 30 Sep, 21 | 8.69% | 9.96% |
| 30 Jun, 21 | 9.34% | 11.25% |
| 31 Mar, 21 | 9.11% | 15.59% |
| 31 Dec, 20 | 7.64% | 15.64% |
| 30 Sep, 20 | 6.99% | 13.15% |
| 30 Jun, 20 | 7.29% | 13.59% |
| 31 Mar, 20 | 7.33% | 13.06% |
| 31 Dec, 19 | 7.49% | 27.60% |
| 30 Sep, 19 | 5.21% | - |
As of 30 Jun 24, Intercorp Financial Services is held by 0.83% institutional shareholders, representing a 1.50% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 4 | -82.61% |
| 31 Mar, 24 | 23 | 43.75% |
| 31 Dec, 23 | 16 | 23.08% |
| 30 Sep, 23 | 13 | -27.78% |
| 30 Jun, 23 | 18 | 20.00% |
| 31 Mar, 23 | 15 | -34.78% |
| 31 Dec, 22 | 23 | 43.75% |
| 30 Sep, 22 | 16 | -11.11% |
| 30 Jun, 22 | 18 | -18.18% |
| 31 Mar, 22 | 22 | 57.14% |
| 31 Dec, 21 | 14 | -26.32% |
| 30 Sep, 21 | 19 | -5.00% |
| 30 Jun, 21 | 20 | 17.65% |
| 31 Mar, 21 | 17 | -22.73% |
| 31 Dec, 20 | 22 | 69.23% |
| 30 Sep, 20 | 13 | -18.75% |
| 30 Jun, 20 | 16 | 23.08% |
| 31 Mar, 20 | 13 | -31.58% |
| 31 Dec, 19 | 19 | -40.63% |
| 30 Sep, 19 | 32 | - |
4 institutional shareholders have increased their position in IFS stock as of 30 Jun 24 compared to 23 in the previous quarter (a -82.61% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 3 | -72.73% |
| 31 Mar, 24 | 11 | 57.14% |
| 31 Dec, 23 | 7 | -22.22% |
| 30 Sep, 23 | 9 | -35.71% |
| 30 Jun, 23 | 14 | -6.67% |
| 31 Mar, 23 | 15 | 36.36% |
| 31 Dec, 22 | 11 | 10.00% |
| 30 Sep, 22 | 10 | 25.00% |
| 30 Jun, 22 | 8 | -11.11% |
| 31 Mar, 22 | 9 | -40.00% |
| 31 Dec, 21 | 15 | 50.00% |
| 30 Sep, 21 | 10 | -9.09% |
| 30 Jun, 21 | 11 | - |
| 31 Mar, 21 | 11 | 10.00% |
| 31 Dec, 20 | 10 | 25.00% |
| 30 Sep, 20 | 8 | -11.11% |
| 30 Jun, 20 | 9 | - |
| 31 Mar, 20 | 9 | - |
| 31 Dec, 19 | 9 | - |
| 30 Sep, 19 | - | - |
3 institutional shareholders have reduced their position in IFS stock as of 30 Jun 24 compared to 11 in the previous quarter (a -72.73% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 10 | -75.00% | 952,697 | -88.90% | 0.83% | 1.50% | 4 | -82.61% | 3 | -72.73% |
| 31 Mar, 24 | 40 | 21.21% | 8,581,834 | -5.74% | 7.45% | 11.93% | 23 | 43.75% | 11 | 57.14% |
| 31 Dec, 23 | 33 | -8.33% | 9,104,501 | -0.87% | 7.90% | 12.47% | 16 | 23.08% | 7 | -22.22% |
| 30 Sep, 23 | 36 | -12.20% | 9,184,743 | 2.98% | 7.96% | 13.33% | 13 | -27.78% | 9 | -35.71% |
| 30 Jun, 23 | 41 | -4.65% | 8,918,871 | -1.40% | 7.73% | 12.58% | 18 | 20.00% | 14 | -6.67% |
| 31 Mar, 23 | 43 | 2.38% | 9,045,286 | 9.62% | 7.84% | 15.33% | 15 | -34.78% | 15 | 36.36% |
| 31 Dec, 22 | 42 | 10.53% | 8,251,865 | -7.70% | 7.15% | 11.92% | 23 | 43.75% | 11 | 10.00% |
| 30 Sep, 22 | 38 | - | 8,940,402 | -1.69% | 7.75% | 12.48% | 16 | -11.11% | 10 | 25.00% |
| 30 Jun, 22 | 38 | -2.56% | 9,093,873 | 1.06% | 7.88% | 12.96% | 18 | -18.18% | 8 | -11.11% |
| 31 Mar, 22 | 39 | 8.33% | 8,998,381 | -8.52% | 7.80% | 10.73% | 22 | 57.14% | 9 | -40.00% |
| 31 Dec, 21 | 36 | -2.70% | 9,836,102 | -1.90% | 8.52% | 11.29% | 14 | -26.32% | 15 | 50.00% |
| 30 Sep, 21 | 37 | -2.63% | 10,026,844 | -6.99% | 8.69% | 9.96% | 19 | -5.00% | 10 | -9.09% |
| 30 Jun, 21 | 38 | 2.70% | 10,780,067 | 2.50% | 9.34% | 11.25% | 20 | 17.65% | 11 | - |
| 31 Mar, 21 | 37 | 2.78% | 10,517,426 | 24.93% | 9.11% | 15.59% | 17 | -22.73% | 11 | 10.00% |
| 31 Dec, 20 | 36 | 24.14% | 8,418,887 | 9.34% | 7.64% | 15.64% | 22 | 69.23% | 10 | 25.00% |
| 30 Sep, 20 | 29 | -6.45% | 7,700,055 | -4.10% | 6.99% | 13.15% | 13 | -18.75% | 8 | -11.11% |
| 30 Jun, 20 | 31 | 6.90% | 8,029,450 | -5.05% | 7.29% | 13.59% | 16 | 23.08% | 9 | - |
| 31 Mar, 20 | 29 | -3.33% | 8,456,880 | -2.19% | 7.33% | 13.06% | 13 | -31.58% | 9 | - |
| 31 Dec, 19 | 30 | -6.25% | 8,645,996 | 43.76% | 7.49% | 27.60% | 19 | -40.63% | 9 | - |
| 30 Sep, 19 | 32 | - | 6,014,225 | - | 5.21% | - | 32 | - | - | - |
Intercorp Financial Services Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Intercorp Financial Services's stock was made by Montgomery Terence R on Aug 31 2007, selling 65,768 shares at - per share (valued at -). The last insider buy of IFS was made by INTERCORP PERU LTD on Dec 20 2023, buying 321,466 shares at $20.00 per share (worth $6.43M).
Intercorp Financial Services Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q4 2023 | 2 | - | - |
2 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Intercorp Financial Services's insiders, as of Q4 2023.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q4 2023 | 2 | - | - |
As of Q4 2023, Insider owners conducted 2 open market buy trades and 0 open market sell trades of Intercorp Financial Services's stocks.
Intercorp Financial Services Peer Ownership
| Ticker | Company |
|---|---|
| OFED | Oconee Federal Financial Corp. |
| HBCP | Home Bancorp, Inc. |
| BLX | Banco Latinoamericano de Comercio Exterior, S. A. |
| CIB | Bancolombia S.A. |
| CHMG | Chemung Financial Corporation |
| LSBK | Lake Shore Bancorp, Inc. |
| OVLY | Oak Valley Bancorp |
| FCCO | First Community Corporation |
| OPOF | Old Point Financial Corporation |
| CWBC | Community West Bancshares |
| HMNF | HMN Financial, Inc. |
| HVBC | HV Bancorp, Inc. |
| BCH | Banco de Chile |
| BANF | BancFirst Corporation |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| MGYR | Magyar Bancorp, Inc. |
IFS Ownership FAQ
Who Owns Intercorp Financial Services?
Intercorp Financial Services is owned by institutional shareholders (0.83%), insiders (71.22%), and public (27.95%). The largest institutional shareholder of Intercorp Financial Services is FMR LLC (2.30% of total shares) and the top mutual fund owner is TEMPLETON EMERGING MARKETS FUND (0.07% of total shares).
Who are the major institutional shareholders of Intercorp Financial Services?
Intercorp Financial Services's major institutional shareholders are FMR LLC, FRANKLIN RESOURCES INC, NWI MANAGEMENT LP, HELIKON INVESTMENTS LTD, and BLACKROCK INC.. The top five shareholders own together 6.27% of the company's share outstanding.
How many Intercorp Financial Services shareholders are there?
As of Jun 2024, there are 10 institutional shareholders of Intercorp Financial Services.
What percentage of Intercorp Financial Services is owned by FMR LLC?
FMR LLC owns 2.63M shares of Intercorp Financial Services, representing 2.30% of the company's total shares outstanding, valued at $59.02M (as of Jun 2024).
What percentage of Intercorp Financial Services is owned by FRANKLIN RESOURCES INC?
As of Jun 2024, FRANKLIN RESOURCES INC holds 2.1M shares of Intercorp Financial Services (IFS), compromising 1.84% of the company, valued at $47.16M.
What percentage of Intercorp Financial Services is owned by NWI MANAGEMENT LP?
NWI MANAGEMENT LP is the third largest holder of Intercorp Financial Services. The company owns 1.02M of the company's shares outstanding (worth $22.95M).