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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 8.15% institutional investors, 71.20% insiders, and 20.65% retail investors. Fmr is the largest institutional shareholder, holding 1.91% 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 Services8.15%71.20%20.65%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryRegional Banks Stocks42.21%12.07%45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Fmr2.19M1.91%$64.12M
Franklin resources1.99M1.74%$58.36M
Nwi management lp1.02M0.89%$29.63M
Helikon investments974.82K0.85%$28.60M
Schroder investment management group807.96K0.71%$23.71M
Blackrock funding, inc. /de680.90K0.59%$19.98M
Blackrock635.31K0.56%$14.24M
Millennium management556.97K0.49%$16.34M
Acadian asset management445.74K0.39%$13.05M
Principal financial group381.27K0.33%$11.19M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Sagil capital llp308.94K4.15%$9.06M
Helikon investments974.82K2.98%$28.60M
Nwi management lp1.02M1.30%$29.63M
Banco btg pactual64.45K0.44%$1.88M
Mirabella financial services llp127.80K0.34%$3.75M
Nipun capital11.50K0.22%$337.41K
Deprince race & zollo182.78K0.11%$5.36M
Pdt partners24.51K0.06%$719.15K
Xtx topco21.91K0.05%$642.90K
Campbell & co investment adviser17.21K0.04%$505.03K

Top Buyers

HolderShares% AssetsChange
Millennium management556.97K0.01%531.76K
Acadian asset management445.74K0.04%411.45K
Sagil capital llp308.94K4.15%308.94K
Blackrock635.31K0.00%280.44K
Principal financial group381.27K0.01%150.00K

Top Sellers

HolderShares% AssetsChange
Blackrock funding, inc. /de680.90K0.00%-217.08K
Franklin resources1.99M0.02%-82.43K
Absolute gestao de investimentos ltda.---61.54K
Compass group---31.66K
Quadrature capital---23.48K

New Positions

HolderShares% AssetsChangeValue
Sagil capital llp308.94K4.15%308.94K$9.06M
Banco btg pactual64.45K0.44%64.45K$1.88M
Bnp paribas arbitrage, snc57.51K0.00%57.51K$1.69M
Teacher retirement system of texas51.01K0.01%51.01K$1.50M
Los angeles capital management42.45K0.01%42.45K$1.25M

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-40.00
Quent capital-4.00K
Semanteon capital management, lp-8.50K
Qube research-12.70K
Engineers gate manager lp-16.88K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202439-11.36%9,331,940-8.51%810.27%27-3.57%6-33.33%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Fidelity International Small Cap683.10K0.60%-
Fidelity Low-Priced Stock601.55K0.53%-
Templeton Latin America A(Ydis)USD576.70K0.51%-25.47K
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 TEMIT383.91K0.34%-
Principal Glb Emerging Markets R5343.48K0.30%-
Schroder ISF Frntr Mkts Eq C Acc USD294.48K0.26%-
J37 Schroder Latin American224.91K0.20%-18.37K
iShares Core MSCI Emerging Markets ETF208.42K0.18%-

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 8.15%, followed by 71.20% insiders and 20.65% retail investors. The average institutional ownership in Intercorp Financial Services's industry, Regional Banks Stocks, is 42.21%, 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?

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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