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 | 17 | 154,707,070 | $46,775,962,960 |
| BAC | BK OF AMERICA CORP | 18 | 544,698,978 | $26,693,006,976 |
| MCO | Moody`s Corporation | 19 | 44,978,206 | $19,404,773,620 |
| V | VISA INCORPORATED COM CLASS A | 32 | 57,378,826 | $17,064,214,179 |
| BRK-B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 29 | 31,694,719 | $15,107,431,531 |
| CB | CHUBB LTD SWITZ | 7 | 35,628,821 | $11,612,910,158 |
| SCHW | The Charles Schwab Corp. | 12 | 102,381,223 | $9,611,846,836 |
| SPGI | S&P GLOBAL INC | 14 | 20,013,217 | $8,477,931,207 |
| COF | CAPITAL ONE FINL CORP | 14 | 36,783,617 | $6,794,525,255 |
| BN | BROOKFIELD CORP | 7 | 150,179,967 | $6,080,296,795 |
| MA | MASTERCARD INCORPORATED CLASS A | 24 | 11,181,794 | $5,424,697,750 |
| MET | METLIFE INC | 4 | 62,287,033 | $4,559,917,433 |
| BK | The Bank of New York Mellon Corp. | 11 | 35,230,975 | $4,486,619,152 |
| WFC | WELLS FARGO CO NEW | 16 | 43,938,014 | $3,529,142,089 |
| AON | AON PLC SHS CL A | 13 | 11,358,950 | $3,420,535,776 |
| AJG | GALLAGHER ARTHUR J & CO | 7 | 11,020,367 | $2,389,078,337 |
| BRK-A | BERKSHIRE HATHAWAY INC DEL | 19 | 2,827 | $2,009,638,606 |
| JPM | J P Morgan Chase (JPM) | 19 | 6,321,509 | $1,903,557,786 |
| LPLA | LPL FINL HLDGS INC | 4 | 6,320,040 | $1,901,200,478 |
| ICE | Intercontinental Exchange Inc | 8 | 14,187,962 | $1,773,520,940 |
| TRU | TRANSUNION COM | 5 | 23,351,334 | $1,567,147,741 |
| C | CITIGROUP INC | 10 | 10,579,865 | $1,401,164,447 |
| ALLY | ALLY FINL INC | 6 | 34,348,689 | $1,373,134,291 |
| GS | The Goldman Sachs Group, Inc. | 6 | 1,578,430 | $1,365,255,181 |
| CRBG | COREBRIDGE FINL INC | 5 | 40,097,900 | $1,147,889,821 |
| KKR | KKR & CO L P DEL | 8 | 11,667,323 | $1,078,656,002 |
| BRO | BROWN & BROWN INC | 6 | 14,172,167 | $911,621,158 |
| IBKR | Interactive Brokers Group Inc | 9 | 11,652,023 | $878,455,453 |
| HOOD | ROBINHOOD MKTS INC | 4 | 11,597,035 | $818,849,625 |
| FCNCA | FIRST CTZNS BANCSHARES INC N | 4 | 433,497 | $805,495,886 |
| PGR | PROGRESSIVE CORPORATION | 12 | 3,558,789 | $719,672,383 |
| RKT | ROCKET COS INC | 5 | 49,818,267 | $710,078,812 |
| PNC | The PNC Financial Services Group, Inc. | 6 | 3,269,233 | $688,942,540 |
| MSCI | MSCI INC | 8 | 1,202,637 | $663,223,976 |
| USB | US BANCORP | 7 | 11,068,155 | $663,156,307 |
| FNF | FNF Group | 5 | 12,857,555 | $603,342,092 |
| STT | State Street Corporation | 4 | 4,441,489 | $602,641,741 |
| MMC | MARSH & MCLENNAN COS INC | 7 | 3,768,578 | $587,052,477 |
| CBOE | CBOE GLOBAL MKTS INC | 4 | 2,086,548 | $575,037,238 |
| CFR | CULLEN FROST BANKERS INC | 3 | 2,912,254 | $447,654,134 |
| BFH | BREAD FINANCIAL HOLDINGS INC | 3 | 5,496,652 | $422,600,678 |
| OMF | ONEMAIN HLDGS INC | 3 | 7,793,138 | $416,906,473 |
| COIN | COINBASE GLOBAL INC | 2 | 2,379,477 | $415,293,061 |
| EQH | EQUITABLE HLDGS INC | 4 | 9,809,210 | $401,720,228 |
| APO | APOLLO GLOBAL MGMT INC | 4 | 3,468,299 | $386,958,591 |
| SLM | SLM CORP | 4 | 17,367,162 | $374,840,878 |
| AEG | AEGON LTD | 2 | 50,629,220 | $367,653,936 |
| AIG | AMERICAN INTL GROUP INC | 3 | 4,712,116 | $354,233,316 |
| HUT | HUT 8 CORP | 3 | 7,430,347 | $348,557,577 |
| ITUB | ITAU UNIBANCO HOLDING SA | 6 | 39,937,126 | $333,899,480 |
| BHF | BRIGHTHOUSE FINL INC | 3 | 5,892,964 | $331,711,834 |
| AMG | AFFILIATED MANAGERS GROUP | 4 | 1,183,679 | $327,791,600 |
| EWBC | EAST WEST BANCORP INC | 3 | 3,046,264 | $325,366,077 |
| MS | MORGAN STANLEY | 6 | 1,698,647 | $321,568,028 |
| VOYA | VOYA FINANCIAL INC | 3 | 3,551,724 | $321,537,557 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | 3 | 8,527,180 | $319,829,191 |
| WULF | TERAWULF INC | 2 | 20,484,569 | $301,375,768 |
| PYPL | PayPal Holdings, Inc. | 9 | 6,895,418 | $301,262,718 |
| MKL | MARKEL GROUP INC | 6 | 132,216 | $253,129,705 |
| GL | GLOBE LIFE INC. | 3 | 1,407,645 | $251,518,050 |
| LAZ | LAZARD INC | 3 | 5,851,006 | $248,547,422 |
| PRI | PRIMERICA INC | 2 | 932,143 | $233,483,179 |
| FAF | FIRST AMERN FINL CORP | 2 | 3,844,002 | $231,754,880 |
| KNSL | KINSALE CAPITAL GROUP INC | 3 | 658,752 | $224,730,725 |
| GNW | GENWORTH FINL INC | 4 | 23,735,740 | $223,831,918 |
| ARES | ARES MANAGEMENT CORPORATION | 5 | 2,006,428 | $223,135,083 |
| BX | BLACKSTONE INCORPORATED | 6 | 1,884,745 | $217,904,311 |
| RIOT | RIOT PLATFORMS INC | 2 | 14,130,868 | $214,141,068 |
| BOKF | BOK FINL CORP | 2 | 1,652,761 | $211,683,705 |
| JXN | JACKSON FINANCIAL INC | 4 | 1,974,279 | $202,756,411 |
| CG | CARLYLE GROUP INC | 4 | 4,166,251 | $201,555,924 |
| HDB | HDFC BANK LTD | 8 | 8,034,935 | $201,504,583 |
| RDN | RADIAN GROUP INC | 4 | 4,700,852 | $176,467,395 |
| BCS | BARCLAYS PLC | 4 | 8,008,877 | $169,871,545 |
| NTRS | Northern Trust Corporation | 5 | 1,191,825 | $167,433,113 |
| PFSI | PENNYMAC FINANCIAL SERVICES | 1 | 1,882,201 | $163,939,707 |
| AMP | AMERIPRISE FINL INC | 4 | 351,525 | $156,332,091 |
| CACC | Credit Accept Corp | 5 | 343,314 | $147,522,940 |
| OZK | BANK OZK LITTLE ROCK ARK | 4 | 3,075,441 | $141,158,241 |
| FG | F&G ANNUITIES & LIFE INC | 1 | 5,353,141 | $135,541,530 |
| ALL | The Allstate Corp. | 7 | 589,630 | $130,392,141 |
| VIRT | VIRTU FINL INC | 2 | 2,932,419 | $129,024,708 |
| NMR | NOMURA HOLDINGS INC | 3 | 14,592,408 | $126,063,452 |
| CNO | CNO FINL GROUP INC | 2 | 2,460,364 | $125,429,358 |
| FITB | FIFTH THIRD BANCORP | 4 | 2,209,264 | $118,839,347 |
| TPG | TPG INC | 2 | 2,900,662 | $117,600,292 |
| RF | REGIONS FINANCIAL CORP NEW | 3 | 4,052,314 | $113,632,288 |
| CME | CME GROUP INCORPORATED | 6 | 492,516 | $111,355,537 |
| ONB | OLD NATL BANCORP IND | 4 | 4,284,045 | $109,310,640 |
| CLSK | CLEANSPARK INC | 2 | 12,289,055 | $104,657,871 |
| ECPG | ENCORE CAPITAL GROUP INC | 4 | 1,484,003 | $104,112,647 |
| AFL | AFLAC INC | 4 | 939,475 | $103,314,949 |
| FDS | FACTSET RESH SYS INC | 3 | 458,501 | $102,546,092 |
| ENVA | ENOVA INTL INC | 2 | 751,997 | $102,343,378 |
| SOFI | SOFI TECHNOLOGIES INC | 4 | 6,247,825 | $99,409,021 |
| HBAN | HUNTINGTON BANCSHARES INC | 3 | 5,859,317 | $93,026,975 |
| TFC | TRUIST FINL CORP | 4 | 1,853,229 | $92,254,123 |
| FUTU | FUTU HLDGS LTD | 2 | 675,823 | $92,219,227 |
| TRV | TRAVELERS COMPANIES INCORPORATED | 7 | 301,871 | $89,358,800 |
| CRVL | CORVEL CORP | 1 | 1,617,830 | $88,414,410 |
| WRB | WR BERKLEY CORP | 5 | 1,274,616 | $88,243,084 |
| GSHD | GOOSEHEAD INS INC | 2 | 2,006,354 | $85,591,062 |
| COLB | COLUMBIA BKG SYS INC | 4 | 2,670,511 | $84,936,619 |
| MORN | MORNINGSTAR INC | 3 | 455,145 | $76,937,016 |
| TW | TRADEWEB MKTS INC | 4 | 670,944 | $74,225,042 |
| ASB | ASSOCIATED BANC-CORP | 4 | 2,447,306 | $73,174,277 |
| MCY | MERCURY GENL CORP NEW | 2 | 825,622 | $72,816,263 |
| WSFS | WSFS FINL CORP | 3 | 926,194 | $70,806,787 |
| UNM | UNUM GROUP | 4 | 785,149 | $68,550,417 |
| CFG | CITIZENS FINL GROUP INC | 2 | 1,106,914 | $66,971,369 |
| SHG | SHINHAN FINANCIAL GROUP CO LTD | 4 | 1,034,779 | $64,960,355 |
| FNB | F N B CORP | 2 | 3,755,481 | $63,064,742 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | 4 | 3,163,121 | $63,033,108 |
| NMIH | NMI HOLDINGS INC | 4 | 1,551,336 | $62,384,097 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 2 | 1,385,057 | $61,678,470 |
| EVR | EVERCORE INC | 3 | 199,478 | $60,646,125 |
| MTB | M & T BK CORP | 4 | 273,199 | $59,230,232 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | 2 | 1,418,362 | $56,513,702 |
| OWL | BLUE OWL CAPITAL INC | 2 | 6,096,849 | $55,652,205 |
| EZPW | EZCORP INC | 1 | 2,157,366 | $54,753,949 |
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.