Financial Services Sector Portfolio Overlap
Shared Financial Services sector holdings among 86 institutional investors and superinvestors tracked by InsiderSet based on the latest publicly available SEC Form 13F filings for the quarter ended March 31, 2026.
This page analyzes overlapping Financial Services sector positions across major hedge funds, asset managers, and long-term institutional investors to identify consensus smart money holdings, shared portfolio exposure, and high-conviction investment themes.
Investors can compare pairwise portfolio overlap, explore stocks held by multiple institutional investors, analyze ownership concentration trends, and identify the most widely owned Financial Services sector companies among leading investment firms.
Consensus Financial Services Holdings
Stocks in Financial Services held by two or more tracked superinvestors (ranked by number of filers, then combined reported value).
| Stock | Superinvestors | Combined reported value |
|---|---|---|
| V Visa Inc. | 33 | $17.46B |
| BRK-B Berkshire Hathaway Inc. New | 30 | $13.88B |
| MA Mastercard Incorporated | 25 | $5.69B |
| MCO Moody's Corporation | 19 | $19.47B |
| BRK-A Berkshire Hathaway Inc. | 19 | $1.99B |
| JPM JP Morgan Chase & Co. | 19 | $1.86B |
| BAC Bank of America Corporation | 18 | $26.58B |
| AXP American Express Company | 17 | $46.71B |
| WFC Wells Fargo & Company | 17 | $3.49B |
| SPGI S&P Global Inc. | 14 | $9.07B |
| COF Capital One Financial Corporati | 14 | $6.71B |
| AON Aon Plc | 14 | $4.16B |
| SCHW Charles Schwab Corporation (The | 12 | $9.61B |
| PGR Progressive Corporation (The) | 12 | $704.88M |
| BK The Bank of New York Mellon Cor | 10 | $4.32B |
| C Citigroup, Inc. | 10 | $1.56B |
| IBKR Interactive Brokers Group, Inc. | 9 | $1.65B |
| PYPL PayPal Holdings, Inc. | 9 | $358.40M |
| HDB HDFC Bank Limited | 9 | $198.24M |
| CB Chubb Limited | 8 | $11.61B |
| ICE Intercontinental Exchange Inc. | 8 | $2.44B |
| MSCI MSCI Inc. | 8 | $789.42M |
| MMC Marsh & McLennan Companies, Inc | 8 | $669.77M |
| USB U.S. Bancorp | 8 | $571.11M |
| BN Brookfield Corporation | 7 | $6.08B |
| AJG Arthur J. Gallagher & Co. | 7 | $2.39B |
| GS Goldman Sachs Group, Inc. (The) | 7 | $1.33B |
| KKR KKR & Co. Inc. | 7 | $1.02B |
| CME CME Group Inc. | 7 | $888.80M |
| BRO Brown & Brown, Inc. | 7 | $739.21M |
| ALL Allstate Corporation (The) | 7 | $121.84M |
| TRV The Travelers Companies, Inc. | 7 | $86.76M |
| LPLA LPL Financial Holdings Inc. | 6 | $2.00B |
| TRU TransUnion | 6 | $1.66B |
| ALLY Ally Financial Inc. | 6 | $1.36B |
| PNC PNC Financial Services Group, I | 6 | $679.25M |
| ITUB Itau Unibanco Banco Holding SA | 6 | $334.02M |
| MS Morgan Stanley | 6 | $291.35M |
| MKL Markel Group Inc. | 6 | $253.02M |
| BX Blackstone Inc. | 6 | $212.64M |
Highest Financial Services Portfolio Overlap (Pairs)
Top superinvestor pairs ranked by overlap score within Financial Services only (shared symbols and reported values in this sector).