Intercorp Financial ServicesIFS

13F holders, Q4 2024 (December 31)
67holders +21
21new positions
3sold out
3famous investors
$29.30avg. 13F price*

At the end of Q4 2024, 67 institutions reported holding Intercorp Financial Services (IFS) in their 13F filings, up 21 from Q3 2024. 21 opened new positions and 3 sold out. The largest holders were FMR LLC ($64.1M), Franklin Resources Inc. ($58.4M) and Nwi Management LP ($29.6M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), John W. Rogers Jr. (0.0% of Ariel Investments's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Intercorp Financial Services
CUSIP
P5626F128
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 42Q1 2024Q2 2024: 41Q2 2024Q3 2024: 46Q3 2024Q4 2024: 67Q4 2024Q1 2025: 82Q1 2025Q2 2025: 95Q2 2025Q3 2025: 99Q3 2025Q4 2025: 96Q4 2025Q1 2026: 102Q1 2026Q2 2026: 118Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions21$26.5M
Exits3$773K

All 13F filers, Q3 2024 → Q4 2024: 2,703,145 shares bought and 401,939 shares sold, net +2,301,206 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 67 holders

FMR LLC 0.00% No change 2,185,484 $64.1M
Franklin Resources Inc. 0.02% Reduce -4.0% 1,988,992 $58.4M
Nwi Management LP 2.35% No change 1,022,210 $29.6M
Helikon Investments Ltd 3.01% No change 974,819 $28.6M
Schroder Investment Management Group 0.02% Reduce -1.6% 807,964 $23.7M
BlackRock, Inc. 0.00% Reduce -24.2% 680,897 $20.0M
Millennium Management 0.01% Add +2109.3% 556,972 $16.3M
Acadian Asset Management LLC 0.04% Add +1200.0% 445,739 $13.0M
Principal Financial Group Inc. 0.01% Add +64.9% 381,269 $11.2M
Sagil Capital LLP 8.51% New 308,943 $9.1M
Lord, Abbett & Co. LLC 0.03% Add +39.1% 280,131 $8.2M
JPMorgan Chase & Co. 0.00% Reduce -4.2% 276,275 $8.1M
Arrowstreet Capital, Limited Partnership 0.01% Add +20.8% 274,868 $8.1M
Morgan Stanley 0.00% Add +95.8% 228,278 $6.7M
Citigroup Inc. 0.01% No change 213,392 $6.2M
Deprince Race & Zollo Inc. 0.11% Add +37.9% 182,782 $5.4M
Marshall Wace, LLP 0.01% Add +115.3% 172,118 $5.0M
State Street Corp. 0.00% Add +17.3% 168,213 $4.9M
Driehaus Capital Management LLC 0.04% New 167,038 $4.9M
Mirabella Financial Services LLP 0.35% Add +614.1% 127,797 $3.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +4.1% 88,700 $2.6M
Banco BTG Pactual S.A. 0.44% New 64,446 $1.9M
Northern Trust Corp. 0.00% Add +103.5% 61,206 $1.8M
Provida Pension Fund Administrator 0.04% No change 60,895 $1.8M
BNP Paribas Financial Markets 0.00% New 57,512 $1.7M
Teacher Retirement System of Texas 0.01% New 51,012 $1.5M
American Century Companies Inc. 0.00% Add +48.5% 49,449 $1.5M
Lazard Asset Management LLC 0.00% New 47,126 $1.4M
Los Angeles Capital Management LLC 0.01% New 42,451 $1.2M
Russell Investments Group, Ltd. 0.00% Add +707.9% 41,088 $1.2M
Public Employees Retirement System of Ohio 0.00% Add +149.3% 40,389 $1.2M
Pictet Asset Management Holding SA 0.00% Add +13.5% 34,500 $1.0M
Cubist Systematic Strategies, LLC 0.02% Add +120.7% 34,236 $1.0M
Bank of America Corp. 0.00% Add +141.4% 28,875 $847K
HRT Financial LP 0.00% Reduce -24.2% 27,757 $814K
Citadel Advisors 0.00% Reduce -54.3% 26,345 $773K
Boston Partners 0.00% No change 25,872 $759K
Dodge & Cox 0.00% No change 25,869 $759K
PDT Partners, LLC 0.06% Add +170.2% 24,511 $719K
New York State Common Retirement Fund 0.00% New 24,415 $716K
Nuveen Asset Management, LLC 0.00% No change 24,009 $704K
Squarepoint Ops LLC 0.00% New 22,914 $672K
XTX Topco Ltd 0.05% Add +99.0% 21,912 $643K
Verition Fund Management LLC 0.00% New 20,512 $602K
UBS Group AG 0.00% New 18,231 $535K
Jump Financial, LLC 0.01% Add +42.8% 18,091 $531K
Geode Capital Management, LLC 0.00% Add +3.2% 17,332 $509K
Campbell & CO Investment Adviser LLC 0.04% New 17,213 $505K
Goldman Sachs Group Inc. 0.00% Reduce -28.4% 14,789 $434K
Legal & General Group Plc 0.00% No change 13,656 $401K
Police & Firemen's Retirement System of New Jersey 0.00% — 12,639 $371K
Nipun Capital, L.P. 0.22% New 11,500 $337K
Quantbot Technologies LP 0.01% Add +314.4% 10,923 $320K
Balyasny Asset Management L.P. 0.00% New 10,403 $305K
Centiva Capital, LP 0.01% New 9,931 $291K
Ariel Investments 0.00% New 9,095 $267K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% New 8,095 $238K
Sei Investments Co. 0.00% New 7,236 $212K
Employees Retirement System of Texas 0.00% New 5,280 $155K
R Squared Ltd 0.04% — 1,430 $42K
WealthCollab, LLC 0.01% New 341 $10K
Cornerstone Planning Group LLC 0.00% No change 46 $1K
Osaic Holdings, Inc. 0.00% New 4 $117
SBI Securities Co., Ltd. 0.00% — 4 $117
JFS Wealth Advisors, LLC 0.00% Add +100.0% 2 $59
Tower Research Capital LLC (TRC) 0.00% Reduce -99.9% 1 $29
Royal Bank of Canada 0.00% No change 15 $0

"% of holder's portfolio" is IFS's weight in each manager's 13F, not the share of Intercorp Financial Services the manager owns.