Financial Services Sector Institutional Ownership
Track institutional ownership across the Financial Services sector based on the latest SEC 13F filings for 2026. It aggregates holdings reported by hedge funds, asset managers, and other institutional investors to identify the most widely held Financial Services stocks. The Financial Services sector is currently dominated by top companies, with AMERICAN EXPRESS COMPANY (AXP), BK OF AMERICA CORP (BAC), VISA INCORPORATED COM CLASS A (V), Moody`s Corporation (MCO) representing the largest institutional exposures by total reported value. These rankings reflect institutional portfolio allocation trends and provide insight into hedge fund exposure, sector concentration, and long-term institutional conviction in technology equities.
The table below shows the top Financial Services sector holdings ranked by total reported institutional value and number of institutional holders.
| Symbol | Name | Institutions owned | Quantity | Total Value |
|---|---|---|---|---|
| AXP | AMERICAN EXPRESS COMPANY | 18 | 154,226,567 | $52,125,170,258 |
| BAC | BK OF AMERICA CORP | 17 | 509,962,145 | $29,037,794,211 |
| V | VISA INCORPORATED COM CLASS A | 34 | 61,250,586 | $21,014,467,145 |
| MCO | Moody`s Corporation | 19 | 44,149,605 | $19,991,354,840 |
| BRK-B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 29 | 29,499,592 | $14,729,326,863 |
| CB | Chubb, Ltd. | 7 | 34,725,292 | $11,832,295,839 |
| SCHW | The Charles Schwab Corp. | 13 | 102,324,585 | $9,441,487,038 |
| SPGI | S&P GLOBAL INC | 17 | 22,821,955 | $9,294,469,372 |
| MA | MASTERCARD INCORPORATED CLASS A | 24 | 14,157,643 | $7,258,338,899 |
| COF | CAPITAL ONE FINL CORP | 13 | 29,317,103 | $5,881,597,205 |
| BN | BROOKFIELD CORP | 7 | 136,793,795 | $5,699,489,663 |
| MET | METLIFE INC | 3 | 59,588,707 | $5,041,800,492 |
| BK | The Bank of New York Mellon Corp. | 11 | 28,437,551 | $4,112,353,687 |
| AON | AON PLC SHS CL A | 12 | 11,392,525 | $3,778,786,359 |
| AJG | GALLAGHER ARTHUR J & CO | 7 | 16,045,479 | $3,683,560,612 |
| WFC | WELLS FARGO CO NEW | 16 | 43,615,923 | $3,604,421,047 |
| TRU | TRANSUNION COM | 5 | 31,381,261 | $2,263,844,114 |
| BRK-A | BERKSHIRE HATHAWAY INC DEL | 19 | 2,803 | $2,088,830,516 |
| JPM | J P Morgan Chase (JPM) | 19 | 5,953,803 | $1,948,860,767 |
| LPLA | LPL FINL HLDGS INC | 4 | 5,952,424 | $1,676,678,819 |
| KKR | KKR & CO L P DEL | 7 | 17,817,924 | $1,635,328,997 |
| ICE | Intercontinental Exchange Inc | 8 | 12,425,648 | $1,529,721,384 |
| ALLY | ALLY FINL INC | 7 | 32,496,589 | $1,493,218,259 |
| C | CITIGROUP INC | 9 | 9,566,594 | $1,338,940,491 |
| IBKR | Interactive Brokers Group Inc | 10 | 15,071,475 | $1,274,256,679 |
| MSCI | MSCI INC | 8 | 2,201,662 | $1,233,018,662 |
| CRBG | COREBRIDGE FINL INC | 5 | 42,753,571 | $1,224,034,731 |
| RKT | ROCKET COS INC | 7 | 60,683,589 | $955,766,068 |
| FCNCA | FIRST CTZNS BANCSHARES INC N | 4 | 452,425 | $924,975,276 |
| HUT | HUT 8 CORP | 4 | 7,699,810 | $888,904,519 |
| BRO | BROWN & BROWN INC | 6 | 13,500,484 | $866,063,773 |
| NU | NU Holdings Ltd | 7 | 63,145,935 | $843,629,688 |
| HOOD | ROBINHOOD MKTS INC | 4 | 7,922,208 | $794,438,961 |
| EQH | EQUITABLE HLDGS INC | 6 | 16,027,857 | $703,302,366 |
| USB | US BANCORP | 7 | 11,016,814 | $665,542,759 |
| WULF | TERAWULF INC | 2 | 24,707,764 | $610,281,771 |
| FNF | FIDELITY NATL FINL INC | 5 | 12,875,570 | $607,211,899 |
| RIOT | RIOT PLATFORMS INC | 4 | 21,410,280 | $586,213,043 |
| MS | MORGAN STANLEY | 7 | 2,645,077 | $552,926,855 |
| MMC | MARSH & MCLENNAN COS INC | 5 | 3,141,451 | $523,585,659 |
| OMF | ONEMAIN HLDGS INC | 3 | 7,674,983 | $467,943,698 |
| CME | CME GROUP INCORPORATED | 9 | 2,105,330 | $464,920,187 |
| CFR | CULLEN FROST BANKERS INC | 3 | 2,858,954 | $441,765,572 |
| PGR | PROGRESSIVE CORPORATION | 12 | 1,898,181 | $414,657,729 |
| PYPL | PayPal Holdings, Inc. | 9 | 9,251,838 | $399,494,389 |
| EWBC | EAST WEST BANCORP INC | 3 | 3,043,164 | $392,842,042 |
| SLM | SLM CORP | 4 | 14,866,173 | $386,463,822 |
| COIN | COINBASE GLOBAL INC | 3 | 2,610,512 | $381,630,668 |
| AMG | Affiliated Managers Group, Inc. | 5 | 1,127,615 | $381,584,944 |
| AEG | AEGON LTD | 2 | 44,707,895 | $377,334,634 |
| BHF | BRIGHTHOUSE FINL INC | 3 | 5,892,964 | $341,431,817 |
| APO | APOLLO GLOBAL MGMT INC | 3 | 2,819,872 | $333,619,027 |
| VOYA | VOYA FINANCIAL INC | 3 | 3,551,724 | $321,537,557 |
| CBOE | CBOE GLOBAL MKTS INC | 3 | 1,324,031 | $321,302,595 |
| GS | The Goldman Sachs Group, Inc. | 5 | 315,456 | $319,042,814 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | 3 | 8,032,680 | $303,314,003 |
| ITUB | ITAU UNIBANCO HOLDING SA | 5 | 33,846,883 | $276,529,046 |
| PRI | PRIMERICA INC | 2 | 952,603 | $270,729,773 |
| ARES | ARES MANAGEMENT CORPORATION | 4 | 2,290,728 | $254,980,963 |
| GL | GLOBE LIFE INC. | 3 | 1,407,645 | $251,518,050 |
| LAZ | LAZARD INC | 3 | 5,780,121 | $242,418,260 |
| BX | BLACKSTONE INCORPORATED | 6 | 2,023,816 | $238,142,340 |
| BOKF | BOK FINL CORP | 3 | 1,710,371 | $237,536,316 |
| FAF | FIRST AMERN FINL CORP | 2 | 3,372,249 | $231,302,559 |
| GNW | GENWORTH FINL INC | 4 | 24,145,840 | $228,661,105 |
| HDB | HDFC BANK LTD | 6 | 8,778,458 | $226,747,571 |
| CG | CARLYLE GROUP INC | 4 | 5,341,177 | $224,916,948 |
| KNSL | KINSALE CAPITAL GROUP INC | 4 | 674,026 | $222,300,515 |
| JXN | JACKSON FINANCIAL INC | 4 | 2,131,541 | $218,248,477 |
| MKL | MARKEL GROUP INC | 6 | 107,805 | $210,543,847 |
| NTRS | Northern Trust Corporation | 5 | 1,202,847 | $209,102,925 |
| BFH | BREAD FINANCIAL HOLDINGS INC | 3 | 1,770,585 | $191,842,885 |
| ENVA | ENOVA INTL INC | 2 | 779,197 | $187,576,095 |
| CLSK | CLEANSPARK INC | 2 | 12,289,055 | $178,805,750 |
| RDN | RADIAN GROUP INC | 3 | 4,567,152 | $172,044,599 |
| AMP | AMERIPRISE FINL INC | 5 | 373,682 | $171,430,171 |
| VIRT | VIRTU FINL INC | 2 | 2,871,919 | $171,080,216 |
| PFSI | PENNYMAC FINL SVCS INC NEW | 2 | 1,948,301 | $169,697,017 |
| STT | State Street Corporation | 4 | 974,935 | $165,348,975 |
| OZK | BANK OZK LITTLE ROCK ARK | 4 | 2,905,498 | $151,347,400 |
| RLI | RLI CORP | 1 | 2,519,527 | $148,828,460 |
| AXS | AXIS CAPITAL HOLDINGS LTD | 4 | 1,205,822 | $129,553,514 |
| CNO | CNO FINL GROUP INC | 2 | 2,460,364 | $125,429,358 |
| NMR | NOMURA HOLDINGS INC | 3 | 14,229,208 | $124,932,447 |
| FITB | FIFTH THIRD BANCORP | 4 | 2,196,519 | $123,820,876 |
| TPG | TPG INC | 2 | 2,938,862 | $119,170,854 |
| CACC | Credit Accept Corp | 5 | 182,800 | $116,396,072 |
| BCS | BARCLAYS PLC | 4 | 4,251,528 | $114,196,056 |
| TD | TORONTO DOMINION BK ONT | 3 | 936,026 | $113,672,738 |
| GSHD | GOOSEHEAD INS INC | 2 | 2,280,536 | $110,605,996 |
| ONB | OLD NATL BANCORP IND | 4 | 4,240,145 | $109,819,756 |
| FDS | FACTSET RESH SYS INC | 3 | 467,550 | $107,573,951 |
| TRV | TRAVELERS COMPANIES INCORPORATED | 7 | 313,282 | $103,420,684 |
| AFL | AFLAC INC | 4 | 862,025 | $101,072,461 |
| CRVL | CORVEL CORP | 1 | 1,529,530 | $95,626,216 |
| OCSL | OAKTREE SPECIALTY LENDING CORP | 1 | 7,872,199 | $93,994,056 |
| COLB | COLUMBIA BKG SYS INC | 4 | 2,913,657 | $93,382,707 |
| TFC | TRUIST FINL CORP | 4 | 1,853,229 | $92,327,855 |
| WRB | WR Berkley Corp | 5 | 1,274,616 | $89,898,646 |
| TW | TRADEWEB MKTS INC | 5 | 878,466 | $87,547,961 |
| MCY | MERCURY GENL CORP NEW | 2 | 783,722 | $83,560,445 |
| CFG | CITIZENS FINL GROUP INC | 2 | 1,135,481 | $79,563,169 |
| ASB | ASSOCIATED BANC-CORP | 4 | 2,540,405 | $78,168,263 |
| UNM | UNUM GROUP | 4 | 869,734 | $77,754,227 |
| WSFS | WSFS FINL CORP | 2 | 903,117 | $69,296,167 |
| EZPW | EZCORP INC | 1 | 2,002,266 | $69,218,336 |
| SOFI | SOFI TECHNOLOGIES INC | 3 | 3,836,901 | $68,795,629 |
| FG | F&G ANNUITIES & LIFE INC | 1 | 2,482,417 | $66,007,468 |
| ALL | The Allstate Corp. | 6 | 272,032 | $64,729,959 |
| NMIH | NMI HOLDINGS INC | 3 | 1,539,922 | $63,275,395 |
| MTB | M & T BK CORP | 3 | 262,603 | $62,502,247 |
| NWG | NATWEST GROUP PLC | 2 | 3,542,682 | $62,457,483 |
| EVR | EVERCORE INC | 3 | 181,798 | $62,073,275 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | 4 | 2,562,783 | $60,430,414 |
| PNC | The PNC Financial Services Group, Inc. | 5 | 242,101 | $59,610,108 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | 2 | 1,350,417 | $59,080,744 |
| ING | ING GROEP NV | 4 | 1,865,302 | $58,533,153 |
| FNB | F N B CORP | 2 | 3,067,447 | $58,526,889 |
| RF | REGIONS FINANCIAL CORP NEW | 3 | 1,915,293 | $57,841,859 |
| CBSH | COMMERCE BANCSHARES INC | 2 | 990,815 | $57,219,567 |
Frequently asked questions
- What is Financial Services sector institutional ownership?
- It is the set of U.S.-listed equities classified as Financial Services in our reference data, ranked by aggregate reported dollar value held across the institutional managers we track using their latest SEC Form 13F positions. Larger totals generally reflect broader or larger positions among those filers, not the entire market.
- How often is Financial Services sector ownership data updated?
- Rankings reflect each tracked manager’s latest 13F filing on record in 2026. When managers file updates, totals and ordering can change; quarter-end filing waves are the most common time for large shifts.
- How should I use this Financial Services stock list?
- Use it as a starting point to see which Financial Services names are most represented by dollar value among superinvestors we track, then open individual stock pages for holder-level detail, position sizes, and activity. This is not investment advice.