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 | 19 | 154,713,615 | $52,268,160,874 |
| BAC | BK OF AMERICA CORP | 17 | 507,010,217 | $28,820,005,259 |
| V | VISA INCORPORATED COM CLASS A | 35 | 61,966,616 | $21,341,907,278 |
| MCO | Moody`s Corporation | 20 | 44,295,917 | $20,059,889,225 |
| BRK-B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 30 | 31,038,249 | $15,487,645,850 |
| CB | Chubb, Ltd. | 6 | 34,724,309 | $11,831,960,892 |
| SCHW | The Charles Schwab Corp. | 14 | 103,680,684 | $9,603,949,895 |
| SPGI | S&P GLOBAL INC | 18 | 23,520,309 | $9,546,574,697 |
| MA | MASTERCARD INCORPORATED CLASS A | 25 | 14,356,991 | $7,443,023,530 |
| BN | BROOKFIELD CORP | 8 | 149,867,404 | $6,176,153,446 |
| COF | CAPITAL ONE FINL CORP | 15 | 29,304,056 | $5,844,370,165 |
| MET | METLIFE INC | 3 | 59,029,426 | $5,095,439,480 |
| BK | The Bank of New York Mellon Corp. | 12 | 28,049,944 | $4,056,258,670 |
| AON | AON PLC SHS CL A | 12 | 11,529,285 | $3,815,291,480 |
| AJG | GALLAGHER ARTHUR J & CO | 7 | 16,044,330 | $3,683,260,151 |
| WFC | WELLS FARGO CO NEW | 17 | 43,833,766 | $3,594,051,101 |
| WTW | WILLIS TOWERS WATSON PLC LTD | 7 | 13,576,882 | $3,553,820,661 |
| BRK-A | BERKSHIRE HATHAWAY INC DEL | 20 | 3,917 | $2,920,726,561 |
| UBS | UBS GROUP AG | 4 | 51,439,404 | $2,406,622,893 |
| TRU | TRANSUNION COM | 5 | 31,381,261 | $2,263,844,114 |
| JPM | J P Morgan Chase (JPM) | 20 | 6,184,824 | $2,022,592,649 |
| LPLA | LPL FINL HLDGS INC | 5 | 6,518,556 | $1,849,801,984 |
| ICE | Intercontinental Exchange Inc | 10 | 13,445,155 | $1,819,495,425 |
| KKR | KKR & CO L P DEL | 8 | 19,592,380 | $1,796,966,394 |
| ALLY | ALLY FINL INC | 7 | 32,504,183 | $1,493,110,036 |
| CRBG | COREBRIDGE FINL INC | 5 | 42,835,365 | $1,378,459,623 |
| BAP | CREDICORP LTD | 4 | 3,536,988 | $1,371,474,919 |
| MSCI | MSCI INC | 9 | 2,344,574 | $1,309,320,098 |
| C | CITIGROUP INC | 9 | 9,173,579 | $1,214,846,682 |
| IBKR | Interactive Brokers Group Inc | 10 | 14,102,763 | $1,184,819,646 |
| DB | DEUTSCHE BK AG | 4 | 31,913,913 | $1,080,665,581 |
| BLK | BLACKROCK INCORPORATED | 9 | 995,875 | $979,316,524 |
| 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 | 13,500,416 | $865,726,289 |
| NU | NU Holdings Ltd | 7 | 63,145,935 | $843,629,688 |
| HOOD | ROBINHOOD MKTS INC | 4 | 7,844,184 | $791,210,302 |
| EQH | EQUITABLE HLDGS INC | 6 | 16,085,046 | $747,336,177 |
| EG | EVEREST GROUP LTD. | 5 | 1,878,701 | $671,128,253 |
| USB | US BANCORP | 7 | 10,942,226 | $658,260,756 |
| GS | The Goldman Sachs Group, Inc. | 6 | 673,412 | $638,292,110 |
| WULF | TERAWULF INC | 2 | 24,707,764 | $610,281,771 |
| FNF | FIDELITY NATL FINL INC | 5 | 12,875,570 | $607,211,899 |
| GL | GLOBE LIFE INC. | 3 | 3,527,213 | $584,666,869 |
| XP | XP INC | 3 | 35,744,519 | $581,204,323 |
| PGR | PROGRESSIVE CORPORATION | 13 | 2,651,978 | $564,718,145 |
| RIOT | RIOT PLATFORMS INC | 3 | 18,781,549 | $514,238,388 |
| MS | MORGAN STANLEY | 7 | 2,396,627 | $492,261,851 |
| CME | CME GROUP INCORPORATED | 11 | 2,155,357 | $490,913,921 |
| OMF | ONEMAIN HLDGS INC | 3 | 7,674,983 | $467,943,698 |
| APO | APOLLO GLOBAL MGMT INC | 4 | 3,832,372 | $451,129,777 |
| CFR | CULLEN FROST BANKERS INC | 3 | 2,858,954 | $441,765,572 |
| PYPL | PayPal Holdings, Inc. | 9 | 9,026,014 | $441,325,109 |
| IREN | IREN LIMITED | 3 | 9,566,956 | $437,496,822 |
| CRCL | CIRCLE INTERNET GROUP INC | 3 | 6,791,197 | $425,332,656 |
| 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 |
| BX | BLACKSTONE INCORPORATED | 7 | 3,241,086 | $373,517,284 |
| BHF | BRIGHTHOUSE FINL INC | 3 | 5,892,964 | $341,431,817 |
| CBOE | CBOE GLOBAL MKTS INC | 4 | 1,349,118 | $337,728,127 |
| VOYA | VOYA FINANCIAL INC | 3 | 3,450,680 | $325,933,022 |
| MMC | MARSH & MCLENNAN COS INC | 5 | 1,811,204 | $305,162,278 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | 3 | 8,032,509 | $303,248,464 |
| RLI | RLI CORP | 2 | 4,941,449 | $282,784,966 |
| CG | CARLYLE GROUP INC | 5 | 6,668,177 | $277,545,768 |
| ITUB | ITAU UNIBANCO HOLDING SA | 5 | 33,846,883 | $276,557,933 |
| PRI | PRIMERICA INC | 2 | 952,603 | $270,729,773 |
| ARES | ARES MANAGEMENT CORPORATION | 4 | 2,384,546 | $265,916,007 |
| LAZ | LAZARD INC | 3 | 5,780,121 | $242,418,260 |
| 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 | 8,919,237 | $224,261,543 |
| KNSL | KINSALE CAPITAL GROUP INC | 4 | 674,864 | $222,369,318 |
| JXN | JACKSON FINANCIAL INC | 4 | 2,131,541 | $218,248,477 |
| NTRS | Northern Trust Corporation | 5 | 1,202,847 | $209,060,365 |
| MKL | MARKEL GROUP INC | 6 | 107,564 | $203,989,410 |
| ENVA | ENOVA INTL INC | 2 | 779,197 | $187,576,095 |
| BFH | BREAD FINANCIAL HOLDINGS INC | 3 | 1,710,066 | $182,456,204 |
| 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 |
| SPNT | SIRIUSPOINT LTD | 4 | 6,572,972 | $157,751,328 |
| FDS | FACTSET RESH SYS INC | 4 | 603,212 | $153,350,858 |
| OZK | BANK OZK LITTLE ROCK ARK | 4 | 2,905,498 | $151,347,400 |
| STT | State Street Corporation | 4 | 823,073 | $143,431,034 |
| AXS | AXIS CAPITAL HOLDINGS LTD | 4 | 1,205,822 | $129,553,514 |
| NMR | NOMURA HOLDINGS INC | 3 | 14,229,208 | $124,932,447 |
| TPG | TPG INC | 2 | 2,938,862 | $119,170,854 |
| BMNR | BITMINE IMMERSION TECHS INC | 2 | 8,822,653 | $117,429,512 |
| CACC | CREDIT ACCEP CORP MICH | 4 | 182,311 | $116,084,706 |
| FITB | FIFTH THIRD BANCORP | 4 | 2,187,797 | $114,203,974 |
| BCS | BARCLAYS PLC | 4 | 4,253,585 | $114,192,819 |
| TD | TORONTO DOMINION BK ONT | 3 | 936,026 | $113,672,738 |
| GSHD | GOOSEHEAD INS INC | 2 | 2,280,536 | $110,605,996 |
| CNO | CNO FINL GROUP INC | 2 | 2,082,999 | $110,175,389 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 2 | 2,455,685 | $109,550,499 |
| WRB | WR Berkley Corp | 6 | 1,517,451 | $103,968,207 |
| ONB | OLD NATL BANCORP IND | 4 | 4,140,567 | $103,783,348 |
| TRV | TRAVELERS COMPANIES INCORPORATED | 7 | 313,184 | $103,411,381 |
| AFL | AFLAC INC | 4 | 862,035 | $101,039,363 |
| CRVL | CORVEL CORP | 1 | 1,529,530 | $95,626,216 |
| OCSL | OAKTREE SPECIALTY LENDING CORP | 1 | 7,872,199 | $93,994,056 |
| ALL | The Allstate Corp. | 7 | 411,491 | $91,895,749 |
| TW | TRADEWEB MKTS INC | 5 | 882,000 | $87,993,995 |
| COLB | COLUMBIA BKG SYS INC | 4 | 2,868,890 | $84,756,210 |
| MCY | MERCURY GENL CORP NEW | 2 | 783,722 | $83,560,445 |
| TFC | TRUIST FINL CORP | 4 | 1,732,956 | $80,563,082 |
| CFG | CITIZENS FINL GROUP INC | 2 | 1,135,481 | $79,563,169 |
| UNM | UNUM GROUP | 4 | 869,734 | $77,754,227 |
| THG | HANOVER INS GROUP INC | 3 | 356,325 | $76,296,309 |
| ASB | ASSOCIATED BANC-CORP | 4 | 2,499,467 | $72,776,074 |
| EZPW | EZCORP INC | 1 | 2,002,266 | $69,218,336 |
| SOFI | SOFI TECHNOLOGIES INC | 3 | 3,836,901 | $68,795,629 |
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.