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 | 154,691,109 | $46,705,811,136 |
| BAC | BK OF AMERICA CORP | 18 | 545,940,706 | $26,577,199,911 |
| MCO | Moody`s Corporation | 19 | 45,197,055 | $19,471,054,233 |
| V | VISA INCORPORATED COM CLASS A | 33 | 59,686,349 | $17,459,774,295 |
| BRK-B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 30 | 30,851,785 | $14,659,530,775 |
| CB | CHUBB LTD SWITZ | 8 | 35,648,496 | $11,612,727,946 |
| SCHW | The Charles Schwab Corp. | 12 | 102,218,896 | $9,606,530,582 |
| SPGI | S&P GLOBAL INC | 14 | 21,330,171 | $9,066,838,345 |
| COF | CAPITAL ONE FINL CORP | 14 | 36,766,900 | $6,707,385,605 |
| BN | BROOKFIELD CORP | 7 | 150,206,849 | $6,078,871,180 |
| MA | MASTERCARD INCORPORATED CLASS A | 25 | 11,815,465 | $5,685,663,887 |
| MET | METLIFE INC | 4 | 62,457,175 | $4,416,971,437 |
| BK | The Bank of New York Mellon Corp. | 10 | 36,417,337 | $4,320,185,475 |
| AON | AON PLC SHS CL A | 14 | 13,641,591 | $4,155,263,115 |
| WFC | WELLS FARGO CO NEW | 17 | 43,955,939 | $3,494,079,288 |
| ICE | Intercontinental Exchange Inc | 8 | 17,375,172 | $2,439,332,677 |
| AJG | GALLAGHER ARTHUR J & CO | 7 | 11,013,160 | $2,385,230,124 |
| LPLA | LPL FINL HLDGS INC | 6 | 6,645,078 | $1,999,038,834 |
| BRK-A | BERKSHIRE HATHAWAY INC DEL | 19 | 2,828 | $1,987,845,394 |
| JPM | J P Morgan Chase (JPM) | 19 | 6,361,285 | $1,864,875,938 |
| TRU | TRANSUNION COM | 6 | 24,744,489 | $1,655,542,270 |
| IBKR | Interactive Brokers Group Inc | 9 | 24,521,868 | $1,648,544,720 |
| C | CITIGROUP INC | 10 | 13,726,708 | $1,556,746,057 |
| ALLY | ALLY FINL INC | 6 | 34,599,801 | $1,357,350,211 |
| GS | The Goldman Sachs Group, Inc. | 7 | 1,576,232 | $1,332,462,486 |
| KKR | KKR & CO L P DEL | 7 | 11,000,142 | $1,017,513,141 |
| CME | CME GROUP INCORPORATED | 7 | 3,009,318 | $888,802,236 |
| FCNCA | FIRST CTZNS BANCSHARES INC N | 4 | 433,530 | $805,498,434 |
| CRBG | COREBRIDGE FINL INC | 5 | 33,384,599 | $796,556,533 |
| MSCI | MSCI Inc. Class A | 8 | 1,464,576 | $789,421,151 |
| HOOD | ROBINHOOD MKTS INC | 4 | 11,320,162 | $784,487,187 |
| BRO | BROWN & BROWN INC | 7 | 11,335,726 | $739,210,104 |
| RKT | ROCKET COS INC | 5 | 49,823,058 | $709,978,574 |
| PGR | PROGRESSIVE CORPORATION | 12 | 3,555,698 | $704,881,566 |
| PNC | The PNC Financial Services Group, Inc. | 6 | 3,264,222 | $679,251,892 |
| MMC | MARSH & MCLENNAN COS INC | 8 | 4,122,737 | $669,772,179 |
| FNF | FNF Group | 5 | 12,760,157 | $591,816,043 |
| CBOE | CBOE GLOBAL MKTS INC | 4 | 2,096,522 | $589,269,409 |
| USB | US BANCORP DEL | 8 | 11,088,116 | $571,106,644 |
| STT | State Street Corporation | 3 | 4,428,490 | $560,469,653 |
| BFH | BREAD FINANCIAL HOLDINGS, INC. | 4 | 5,814,139 | $435,420,869 |
| OMF | ONEMAIN HLDGS INC | 3 | 7,793,037 | $416,849,534 |
| COIN | COINBASE GLOBAL INC | 2 | 2,381,819 | $415,889,489 |
| APO | APOLLO GLOBAL MGMT INC | 4 | 3,466,338 | $386,219,376 |
| SLM | SLM CORP | 4 | 17,367,162 | $374,840,878 |
| AEG | AEGON LTD | 2 | 50,678,217 | $367,923,855 |
| PYPL | PayPal Holdings, Inc. | 9 | 7,896,345 | $358,400,961 |
| AIG | AMERICAN INTL GROUP INC | 3 | 4,696,746 | $353,430,152 |
| HUT | HUT 8 CORP | 3 | 7,430,347 | $348,557,577 |
| TW | TRADEWEB MKTS INC | 4 | 2,919,586 | $343,518,516 |
| ITUB | ITAU UNIBANCO HOLDING SA | 6 | 39,858,896 | $334,017,560 |
| BHF | BRIGHTHOUSE FINL INC | 3 | 5,890,858 | $331,560,962 |
| CFR | CULLEN FROST BANKERS INC | 3 | 2,400,470 | $329,056,428 |
| AMG | AFFILIATED MANAGERS GROUP | 4 | 1,183,880 | $327,579,619 |
| EWBC | EAST WEST BANCORP INC | 3 | 3,044,843 | $325,067,440 |
| EQH | EQUITABLE HLDGS INC | 4 | 8,714,199 | $323,383,925 |
| MS | MORGAN STANLEY | 6 | 1,770,397 | $291,354,058 |
| WULF | TERAWULF INC | 2 | 20,027,805 | $289,001,226 |
| MKL | MARKEL GROUP INC | 6 | 132,190 | $253,020,525 |
| VOYA | VOYA FINANCIAL INC | 2 | 3,679,564 | $251,387,793 |
| LAZ | LAZARD INC | 3 | 5,853,522 | $248,657,633 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | 3 | 7,199,981 | $242,927,371 |
| PRI | PRIMERICA INC | 2 | 932,143 | $233,483,179 |
| FAF | FIRST AMERN FINL CORP | 3 | 3,848,839 | $232,046,503 |
| KNSL | KINSALE CAPITAL GROUP INC | 4 | 660,258 | $225,583,749 |
| JXN | JACKSON FINANCIAL INC | 4 | 2,077,835 | $219,668,704 |
| GNW | GENWORTH FINL INC | 4 | 26,686,311 | $216,692,845 |
| BX | BLACKSTONE INCORPORATED | 6 | 1,849,216 | $212,641,271 |
| BOKF | BOK FINL CORP | 2 | 1,652,790 | $211,656,280 |
| CG | CARLYLE GROUP INC | 4 | 4,166,747 | $201,628,892 |
| HDB | HDFC BANK LTD | 9 | 7,967,939 | $198,242,332 |
| ARES | ARES MANAGEMENT CORPORATION | 5 | 1,796,939 | $196,046,074 |
| BCS | BARCLAYS PLC | 4 | 8,005,141 | $169,388,799 |
| NTRS | Northern Trust Corporation | 5 | 1,190,704 | $166,186,508 |
| RDN | RADIAN GROUP INC | 4 | 4,926,069 | $162,954,348 |
| AMP | AMERIPRISE FINL INC | 4 | 352,262 | $156,545,451 |
| GL | GLOBE LIFE INC. | 3 | 1,081,576 | $150,542,128 |
| CACC | Credit Accept Corp | 5 | 343,203 | $145,453,402 |
| RIOT | RIOT PLATFORMS INC | 1 | 11,502,137 | $142,166,413 |
| OZK | BANK OZK LITTLE ROCK ARK | 3 | 3,071,208 | $140,937,744 |
| FG | F&G ANNUITIES & LIFE INC | 1 | 5,353,141 | $135,541,530 |
| VIRT | VIRTU FINL INC | 1 | 2,928,768 | $128,807,217 |
| NMR | NOMURA HOLDINGS INC | 3 | 15,648,603 | $123,467,477 |
| ALL | The Allstate Corp. | 7 | 587,618 | $121,839,571 |
| PFSI | PENNYMAC FINANCIAL SERVICES | 1 | 1,372,204 | $119,930,630 |
| UNM | UNUM GROUP | 4 | 1,463,977 | $106,914,224 |
| RF | REGIONS FINANCIAL CORP NEW | 3 | 4,045,087 | $105,657,682 |
| FITB | FIFTH THIRD BANCORP | 5 | 2,371,063 | $104,917,936 |
| CLSK | CLEANSPARK INC | 1 | 12,276,139 | $104,469,943 |
| ECPG | ENCORE CAPITAL GROUP INC | 3 | 1,481,657 | $103,893,788 |
| AFL | AFLAC INC | 4 | 940,072 | $103,135,367 |
| TPG | TPG INC | 2 | 2,524,826 | $102,280,701 |
| CNO | CNO FINL GROUP INC | 2 | 2,490,702 | $102,268,224 |
| ENVA | ENOVA INTL INC | 2 | 751,911 | $102,132,072 |
| SOFI | SOFI TECHNOLOGIES INC | 4 | 6,286,024 | $99,822,056 |
| FDS | FACTSET RESH SYS INC | 3 | 453,880 | $98,487,441 |
| FUTU | FUTU HLDGS LTD | 2 | 675,508 | $92,382,516 |
| HBAN | HUNTINGTON BANCSHARES INC | 3 | 5,786,397 | $90,557,112 |
| CRVL | CORVEL CORP | 1 | 1,617,830 | $88,414,410 |
| TFC | TRUIST FINL CORP | 4 | 1,894,519 | $87,091,046 |
| TRV | TRAVELERS COMPANIES INC | 7 | 318,432 | $86,760,951 |
| WRB | WR BERKLEY CORP | 5 | 1,295,644 | $86,259,265 |
| GSHD | GOOSEHEAD INS INC | 2 | 2,006,354 | $85,591,062 |
| ONB | OLD NATL BANCORP IND | 4 | 3,845,651 | $84,988,888 |
| MORN | MORNINGSTAR INC | 3 | 454,442 | $76,851,726 |
| MCY | MERCURY GENL CORP NEW | 1 | 823,582 | $72,598,753 |
| COLB | COLUMBIA BKG SYS INC | 4 | 2,418,982 | $66,352,676 |
| CFG | CITIZENS FINL GROUP INC | 3 | 1,186,168 | $65,850,494 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | 4 | 3,201,954 | $63,238,569 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 2 | 1,395,010 | $62,008,182 |
| FNB | F N B CORP | 2 | 3,702,973 | $61,913,704 |
| ASB | ASSOCIATED BANC-CORP | 4 | 2,378,571 | $61,509,847 |
| SHG | SHINHAN FINANCIAL GROUP CO LTD | 3 | 982,229 | $60,230,304 |
| WSFS | WSFS FINL CORP | 3 | 916,286 | $59,980,081 |
| EVR | EVERCORE INC | 3 | 194,135 | $57,951,258 |
| MTB | M & T BK CORP | 4 | 272,557 | $56,343,025 |
| OWL | BLUE OWL CAPITAL INC | 2 | 6,080,714 | $55,516,918 |
| EZPW | EZCORP INC | 1 | 2,157,366 | $54,753,949 |
| BITF | BITFARMS LTD | 2 | 27,642,971 | $53,903,793 |
| RLI | RLI CORP | 2 | 943,533 | $53,819,122 |
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.