Intercorp Financial ServicesIFS

13F holders, Q1 2025 (March 31)
82holders +15
19new positions
4sold out
5famous investors
$33.14avg. 13F price*

At the end of Q1 2025, 82 institutions reported holding Intercorp Financial Services (IFS) in their 13F filings, up 15 from Q4 2024. 19 opened new positions and 4 sold out. The largest holders were FMR LLC ($78.9M), Franklin Resources Inc. ($55.7M) and Helikon Investments Ltd ($39.4M). 5 famous investors held it, including Lee Ainslie (0.0% of Maverick Capital's portfolio), John W. Rogers Jr. (0.0% of Ariel Investments's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions19$26.8M
Exits4$11.6M

All 13F filers, Q4 2024 → Q1 2025: 3,002,197 shares bought and 1,365,797 shares sold, net +1,636,400 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 82 holders

FMR LLC 0.01% Add +8.9% 2,380,984 $78.9M
Franklin Resources Inc. 0.02% Reduce -15.5% 1,680,210 $55.7M
Helikon Investments Ltd 3.04% Add +21.9% 1,188,211 $39.4M
Nwi Management LP 4.54% No change 1,022,210 $34.1M
Acadian Asset Management LLC 0.08% Add +93.9% 864,090 $28.6M
BlackRock, Inc. 0.00% Add +14.6% 780,193 $25.8M
Schroder Investment Management Group 0.02% Reduce -20.3% 643,949 $21.3M
Sagil Capital LLP 11.61% Add +30.6% 403,327 $13.4M
Principal Financial Group Inc. 0.01% Add +4.0% 396,356 $13.1M
JPMorgan Chase & Co. 0.00% Add +32.9% 367,286 $12.2M
Morgan Stanley 0.00% Add +51.7% 346,269 $11.5M
Lord, Abbett & Co. LLC 0.04% Add +15.5% 323,666 $10.7M
Driehaus Capital Management LLC 0.10% Add +90.4% 318,065 $10.5M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -4.3% 262,992 $8.7M
Fourth Sail Capital LP 2.00% New 257,874 $8.5M
Marshall Wace, LLP 0.01% Add +45.0% 249,607 $8.3M
State Street Corp. 0.00% Add +9.4% 184,113 $6.1M
American Century Companies Inc. 0.00% Add +262.6% 179,306 $5.9M
Millennium Management 0.01% Reduce -72.9% 150,964 $5.0M
FIL Ltd 0.00% New 150,543 $5.0M
Cubist Systematic Strategies, LLC 0.06% Add +294.7% 135,143 $4.5M
Mirabella Financial Services LLP 0.19% Add +3.2% 131,897 $4.4M
William Blair Investment Management, LLC 0.01% New 103,365 $3.4M
Bank of America Corp. 0.00% Add +239.7% 98,089 $3.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 88,700 $2.9M
Lazard Asset Management LLC 0.00% Add +80.7% 85,165 $2.8M
BNP Paribas Financial Markets 0.00% Add +25.4% 72,138 $2.4M
Los Angeles Capital Management LLC 0.01% Add +67.3% 71,018 $2.4M
Northern Trust Corp. 0.00% Add +9.4% 66,979 $2.2M
Goldman Sachs Group Inc. 0.00% Add +332.5% 63,962 $2.1M
Provida Pension Fund Administrator 0.04% No change 60,895 $2.0M
Russell Investments Group, Ltd. 0.00% Add +41.1% 57,965 $1.9M
Public Employees Retirement System of Ohio 0.01% Add +38.4% 55,904 $1.9M
PDT Partners, LLC 0.12% Add +114.6% 52,608 $1.7M
New York State Common Retirement Fund 0.00% Add +111.8% 51,724 $1.7M
Teacher Retirement System of Texas 0.01% Reduce -0.8% 50,631 $1.7M
Qube Research & Technologies Ltd 0.00% New 48,985 $1.6M
Point72 Asset Management 0.00% New 47,370 $1.6M
Banco BTG Pactual S.A. 0.38% Reduce -29.0% 45,746 $1.5M
Itau Unibanco Holding S.A. 0.06% New 43,310 $1.4M
Nipun Capital, L.P. 0.72% Add +220.6% 36,870 $1.2M
Citadel Advisors 0.00% Add +35.9% 35,797 $1.2M
Campbell & CO Investment Adviser LLC 0.09% Add +95.6% 33,672 $1.1M
Pictet Asset Management Holding SA 0.00% Reduce -2.9% 33,500 $1.1M
Nuveen, LLC 0.00% — 32,220 $1.1M
Jump Financial, LLC 0.02% Add +64.7% 29,789 $987K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +234.8% 27,106 $898K
Boston Partners 0.00% Add +4.0% 26,917 $892K
Sei Investments Co. 0.00% Add +269.9% 26,769 $887K
Dodge & Cox 0.00% Reduce -2.7% 25,169 $834K
Panagora Asset Management Inc. 0.00% New 24,847 $823K
HRT Financial LP 0.01% Reduce -13.8% 23,919 $792K
State of New Jersey Common Pension Fund D 0.00% New 21,364 $708K
Walleye Capital LLC 0.01% New 21,319 $706K
Balyasny Asset Management L.P. 0.00% Add +102.7% 21,088 $699K
Geode Capital Management, LLC 0.00% Add +8.6% 18,825 $624K
Ariel Investments 0.01% Add +103.6% 18,521 $614K
Engineers Gate Manager LP 0.01% New 18,302 $606K
Quantbot Technologies LP 0.02% Add +50.2% 16,404 $543K
Maverick Capital 0.01% New 15,402 $510K
Virtus Advisers, LLC 0.32% New 14,400 $477K
Legal & General Group Plc 0.00% Reduce -1.2% 13,493 $447K
Police & Firemen's Retirement System of New Jersey 0.00% Reduce -2.0% 12,385 $410K
Verition Fund Management LLC 0.00% Reduce -44.7% 11,338 $376K
Globeflex Capital L P 0.03% New 10,216 $338K
Mackenzie Financial Corp. 0.00% New 9,144 $303K
XTX Topco Ltd 0.02% Reduce -58.9% 9,010 $299K
Jane Street Group, LLC 0.00% New 8,657 $287K
Shelton Capital Management 0.01% New 7,398 $245K
Centiva Capital, LP 0.01% Reduce -27.6% 7,187 $238K
Squarepoint Ops LLC 0.00% Reduce -68.7% 7,162 $237K
Employees Retirement System of Texas 0.00% Add +25.2% 6,612 $219K
UBS Group AG 0.00% Reduce -65.3% 6,331 $210K
FNY Investment Advisers, LLC 0.11% New 5,514 $182K
Wells Fargo & Company 0.00% New 1,473 $49K
Royal Bank of Canada 0.00% Add +2986.7% 463 $15K
WealthCollab, LLC 0.01% No change 341 $11K
Tower Research Capital LLC (TRC) 0.00% Add +16400.0% 165 $5K
Spire Wealth Management 0.00% New 100 $3K
Cornerstone Planning Group LLC 0.00% No change 46 $1K
SBI Securities Co., Ltd. 0.00% No change 4 $133
JFS Wealth Advisors, LLC 0.00% No change 2 $67

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