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), Moody`s Corporation (MCO), VISA INCORPORATED COM CLASS A (V) 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 | 16 | 154,218,874 | $56,813,416,162 |
| BAC | BK OF AMERICA CORP | 18 | 573,701,290 | $31,304,383,690 |
| MCO | Moody`s Corporation | 17 | 44,637,282 | $22,192,222,350 |
| V | VISA INCORPORATED COM CLASS A | 34 | 64,394,518 | $21,647,235,295 |
| BRK-B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 29 | 31,628,902 | $15,713,124,773 |
| CB | CHUBB LTD SWITZ | 9 | 35,509,498 | $11,077,669,079 |
| SCHW | The Charles Schwab Corp. | 13 | 112,893,169 | $10,848,901,082 |
| COF | CAPITAL ONE FINL CORP | 16 | 42,854,300 | $9,687,065,907 |
| MA | MASTERCARD INCORPORATED CLASS A | 22 | 16,027,572 | $8,756,266,411 |
| SPGI | S&P GLOBAL INC | 11 | 16,810,122 | $8,402,285,068 |
| BK | The Bank of New York Mellon Corp. | 10 | 47,858,487 | $5,340,502,876 |
| MET | METLIFE INC | 4 | 65,002,763 | $5,222,257,094 |
| BN | BROOKFIELD CORP | 7 | 113,456,822 | $5,189,803,434 |
| AON | AON PLC SHS CL A | 12 | 13,127,245 | $4,610,239,117 |
| WFC | WELLS FARGO CO NEW | 16 | 52,014,901 | $4,325,061,668 |
| ICE | Intercontinental Exchange Inc | 8 | 17,661,844 | $2,503,638,084 |
| LPLA | LPL FINL HLDGS INC | 7 | 6,356,287 | $2,170,294,012 |
| BRK-A | BERKSHIRE HATHAWAY INC DEL | 19 | 2,834 | $2,011,015,249 |
| GS | The Goldman Sachs Group, Inc. | 7 | 2,397,481 | $1,917,929,029 |
| KKR | KKR & CO L P DEL | 5 | 13,498,351 | $1,716,351,766 |
| JPM | J P Morgan Chase (JPM) | 19 | 5,174,908 | $1,611,272,085 |
| IBKR | Interactive Brokers Group Inc | 8 | 23,640,677 | $1,580,360,710 |
| PNC | The PNC Financial Services Group, Inc. | 6 | 7,524,263 | $1,570,286,842 |
| ALLY | ALLY FINL INC | 8 | 33,902,299 | $1,519,565,827 |
| C | CITIGROUP INC | 9 | 13,026,267 | $1,465,503,429 |
| RKT | ROCKET COS INC | 5 | 66,482,975 | $1,286,511,880 |
| MSCI | MSCI Inc. Class A | 8 | 2,069,277 | $1,185,257,788 |
| APO | APOLLO GLOBAL MGMT INC | 2 | 6,283,111 | $907,088,792 |
| STT | State Street Corporation | 3 | 7,723,785 | $905,833,103 |
| CME | CME GROUP INCORPORATED | 7 | 3,046,387 | $898,150,043 |
| HOOD | ROBINHOOD MKTS INC | 4 | 9,651,762 | $819,352,348 |
| CRBG | COREBRIDGE FINL INC | 5 | 31,302,761 | $778,613,602 |
| TRU | TRANSUNION COM | 5 | 9,989,921 | $741,454,750 |
| BRO | BROWN & BROWN INC | 7 | 10,853,075 | $734,492,508 |
| AEG | AEGON LTD | 2 | 85,905,213 | $686,293,805 |
| PGR | PROGRESSIVE CORPORATION | 12 | 3,079,552 | $680,685,507 |
| MMC | MARSH & MCLENNAN COS INC | 8 | 5,693,119 | $680,482,378 |
| TW | TRADEWEB MKTS INC | 5 | 5,871,945 | $656,877,965 |
| FNF | FNF Group | 5 | 12,749,433 | $621,432,107 |
| USB | US BANCORP DEL | 9 | 11,159,343 | $575,476,946 |
| ITUB | ITAU UNIBANCO HOLDING SA | 7 | 73,053,695 | $530,815,549 |
| OMF | ONEMAIN HLDGS INC | 3 | 7,829,023 | $528,755,036 |
| PYPL | PayPal Holdings, Inc. | 12 | 8,674,349 | $420,961,410 |
| COIN | COINBASE GLOBAL INC | 2 | 2,381,819 | $415,889,489 |
| EQH | EQUITABLE HLDGS INC | 4 | 8,714,376 | $381,359,988 |
| CBOE | CBOE GLOBAL MKTS INC | 3 | 1,447,005 | $372,447,728 |
| SLM | SLM CORP | 3 | 13,718,719 | $371,526,170 |
| AMG | Affiliated Managers Group, Inc. | 5 | 1,213,823 | $349,748,727 |
| CFR | CULLEN FROST BANKERS INC | 3 | 2,438,805 | $332,504,261 |
| CACC | Credit Accept Corp | 5 | 717,379 | $329,155,344 |
| EWBC | EAST WEST BANCORP INC | 3 | 2,825,143 | $317,488,778 |
| AJG | GALLAGHER ARTHUR J & CO | 5 | 1,229,522 | $311,060,077 |
| RIOT | RIOT PLATFORMS INC | 3 | 22,885,743 | $289,962,364 |
| HDB | HDFC BANK LTD | 8 | 8,746,587 | $286,287,753 |
| LAZ | LAZARD INC | 3 | 5,324,055 | $258,483,688 |
| MKL | MARKEL GROUP INC | 6 | 126,438 | $258,429,207 |
| BFH | BREAD FINANCIAL HOLDINGS, INC. | 4 | 3,397,782 | $252,092,445 |
| VOYA | VOYA FINANCIAL INC | 2 | 3,679,564 | $251,387,793 |
| GNW | GENWORTH FINL INC | 4 | 27,707,992 | $246,501,634 |
| FAF | FIRST AMERN FINL CORP | 3 | 3,992,187 | $245,274,407 |
| CG | CARLYLE GROUP INC | 3 | 3,998,623 | $236,269,741 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | 3 | 6,699,781 | $226,701,819 |
| JXN | JACKSON FINANCIAL INC | 3 | 2,053,032 | $208,305,488 |
| KNSL | KINSALE CAPITAL GROUP INC | 4 | 523,004 | $203,070,063 |
| BOKF | BOK FINL CORP | 3 | 1,711,791 | $202,806,662 |
| ARES | ARES MANAGEMENT CORPORATION | 4 | 1,806,839 | $202,410,682 |
| PRI | PRIMERICA INC | 1 | 780,125 | $201,553,095 |
| MS | MORGAN STANLEY | 5 | 1,096,286 | $181,447,177 |
| NTRS | Northern Trust Corporation | 4 | 1,282,009 | $175,201,011 |
| FG | F&G ANNUITIES & LIFE INC | 2 | 5,430,029 | $167,516,388 |
| BHF | BRIGHTHOUSE FINL INC | 2 | 3,048,758 | $161,376,014 |
| GL | GLOBE LIFE INC. | 4 | 1,111,476 | $154,723,942 |
| CIFR | CIPHER MINING INC | 1 | 10,469,093 | $154,523,813 |
| GSHD | GOOSEHEAD INS INC | 3 | 1,943,465 | $143,136,197 |
| UNM | UNUM GROUP | 3 | 1,819,514 | $141,333,944 |
| OZK | BANK OZK LITTLE ROCK ARK | 3 | 3,048,291 | $140,282,361 |
| FUTU | FUTU HLDGS LTD | 2 | 761,708 | $124,957,081 |
| KEY | KEYCORP | 3 | 6,048,857 | $123,805,472 |
| CRVL | CORVEL CORP | 1 | 1,686,330 | $114,113,951 |
| ENVA | ENOVA INTL INC | 2 | 696,654 | $109,475,180 |
| ALL | The Allstate Corp. | 6 | 522,913 | $108,650,142 |
| NMR | NOMURA HOLDINGS INC | 3 | 14,408,457 | $106,892,280 |
| VIRT | VIRTU FINL INC | 1 | 3,144,568 | $104,777,006 |
| CNO | CNO FINL GROUP INC | 2 | 2,490,702 | $102,268,224 |
| BCS | BARCLAYS PLC | 3 | 3,817,695 | $96,872,549 |
| RF | REGIONS FINANCIAL CORP NEW | 4 | 3,455,107 | $91,770,364 |
| WRB | WR BERKLEY CORP | 5 | 1,299,444 | $88,634,526 |
| ONB | OLD NATL BANCORP IND | 4 | 4,002,420 | $88,577,375 |
| TFC | TRUIST FINL CORP | 5 | 1,903,496 | $87,521,875 |
| FDS | FACTSET RESH SYS INC | 3 | 354,272 | $86,055,637 |
| HBAN | HUNTINGTON BANCSHARES INC | 3 | 4,929,955 | $84,572,758 |
| RDN | RADIAN GROUP INC | 4 | 2,330,446 | $83,811,886 |
| MCY | MERCURY GENL CORP NEW | 1 | 881,382 | $82,902,791 |
| FITB | FIFTH THIRD BANCORP | 5 | 1,860,584 | $81,223,726 |
| TPG | TPG INC | 1 | 1,986,026 | $80,453,913 |
| SHG | SHINHAN FINANCIAL GROUP CO LTD | 4 | 1,379,249 | $79,572,488 |
| TRV | TRAVELERS COMPANIES INC | 7 | 298,007 | $79,318,886 |
| MORN | MORNINGSTAR INC | 3 | 329,342 | $71,328,711 |
| ASB | ASSOCIATED BANC-CORP | 4 | 2,689,809 | $69,483,971 |
| WBS | WEBSTER FINL CORP | 3 | 997,436 | $65,490,129 |
| SOFI | SOFI TECHNOLOGIES INC | 3 | 3,982,729 | $64,455,466 |
| SMFG | SUMITOMO MITSUI FINL GROUP I | 4 | 3,287,225 | $63,619,929 |
| AMP | AMERIPRISE FINL INC | 4 | 129,826 | $63,260,097 |
| ECPG | ENCORE CAPITAL GROUP INC | 3 | 1,120,105 | $63,125,121 |
| RWAY | RUNWAY GROWTH FINANCE CORP | 1 | 7,029,667 | $62,774,936 |
| COLB | COLUMBIA BKG SYS INC | 3 | 2,277,584 | $62,474,129 |
| CFG | CITIZENS FINL GROUP INC | 3 | 1,151,828 | $62,208,952 |
| WSFS | WSFS FINL CORP | 3 | 932,686 | $60,650,170 |
| PIPR | PIPER SANDLER COMPANIES | 1 | 175,861 | $59,741,740 |
| BNS | BANK OF NOVA SCOTIA | 3 | 761,796 | $56,101,413 |
| MTB | M & T BK CORP | 4 | 275,329 | $55,931,237 |
| CBSH | COMMERCE BANCSHARES INC | 2 | 1,041,839 | $54,516,939 |
| GCMG | GCM GROSVENOR INC | 2 | 4,750,699 | $53,777,913 |
| TD | TORONTO DOMINION BK ONT | 2 | 551,209 | $51,903,336 |
| FNB | F N B CORP | 2 | 2,941,839 | $50,281,422 |
| UVE | UNIVERSAL INSURANCE HOLDINGS | 2 | 1,811,921 | $50,031,218 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | 2 | 1,477,655 | $49,658,911 |
| FCNCA | FIRST CTZNS BANCSHARES INC N | 3 | 31,583 | $49,645,529 |
| BCH | BANCO DE CHILE | 2 | 1,300,092 | $49,397,967 |
| BX | BLACKSTONE INCORPORATED | 5 | 417,570 | $48,462,909 |
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.