Skip to content
Esta página está disponible en españolCambiar →
GestorLensSign up

Intercorp Financial Services (IFS): which funds own it

Financials →(by SIC code, unreviewed)Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow IFS for free
Share

Sections with a free account

1 concentrated manager holds it (−1 vs last quarter) with a median weight of 1.6%.

Who owns Intercorp Financial Services?

As of Jun 30, 2026, the largest holders reported on Form 13F were FMR (2.1% of the shares), BlackRock (1.4%) and Lazard Asset Management (1.0%).

Which institutions hold the most Intercorp Financial Services shares?

Per Form 13F filings as of Jun 30, 2026, as a share of all shares outstanding:

  1. 1. FMR: 2.1%
  2. 2. BlackRock: 1.4%
  3. 3. Lazard Asset Management: 1.0%
  4. 4. Acadian Asset Management: 1.0%
  5. 5. NWI Management: 0.9%
  6. 6. Franklin Resources: 0.9%
  7. 7. Wace, Llp Marshall: 0.9%
  8. 8. Schroder Investment Management Group: 0.6%
  9. 9. JPMorgan Chase: 0.5%
  10. 10. Arrowstreet Capital, Limited Partnership: 0.5%

How much of Intercorp Financial Services do institutions own?

The 118 institutions that file 13F reported 15.0% of the shares as of Jun 30, 2026.

Sources:All of the company's proxy statements on EDGAR ↗

13F percentages divide the shares each institution reports by the shares outstanding on the cover of the company's latest report before the quarter end (Dec 31, 2025). Entities of the same group file separately and are not added up. We hold 13D and 13G filings made since December 2024: a holder above 5% that has not filed since then does not appear here.

Concentrated managers
1
All 13F: 118
Consensus
—
No score: it needs 5 or more concentrated managers
Price at Jun 30, 2026 (per 13F)
$56.96
+13.5% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (2 → 1): 0 opened · 1 exited = −1

Net flow in the quarter: −$20.5M (−360 K shares) · bought $544K and sold $21.1MShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

The set of concentrated managers changed between quarters: with the set as it was then, 1 held it last quarter (the chart point); with today's set, 2 (the base for the change).

Concentrated managers holding it

  • Matthews International Capital ManagementIncreased$4.7M1.6%+0.2 pp

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Largest holders of IFS (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Held by institutions (13F)

Institutions (13F): 15.0% of the shares · top 10: 9.8% · in index firms: 12.9% of the institutional total

Share of the stock held by 13F filers

Q2 2026: 15.0%

15.4%7.1%
Q4 2021Q2 2026

Shares reported by the 118 13F filers as of Jun 30, 2026, divided by the shares outstanding on the cover of the company's latest report (Dec 31, 2025). It is not all institutional ownership: only managers above $100M file a 13F, and it excludes short positions. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. We only publish it where the figure is credible: not for ADRs, companies with more than one share class or stale shares-outstanding data.

Insiders (Form 4)

Officers and directors who bought (6 m)
0
Amount (6 m)
$0
CEO/CFO bought (12 m)
No

10% owners who bought (6 m): 0

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.

No recent filings.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗

Other Financials stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Financials →

Follow IFS for free

If someone reports a 5%+ stake, we email you (if you turn it on). And when you come back, see whether concentrated managers got in or out. No credit card.

Follow IFS