Intercorp Financial Services, Inc. (IFS) Institutional Ownership
IFS is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.21M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Ariel Appreciation Fund, which reported ownership valued at approximately $2.33M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Ariel Appreciation Fund's IFS position is now estimated to be worth approximately $2.55M, representing an estimated gain of +9.24% since the filing period.
Major shareholders tracked on this page include Ariel Appreciation Fund, Dodge & Cox Stock Fund, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks fund ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward Intercorp Financial Services, Inc. (IFS).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 2 | $3,205,571 | 63,856 |
| Q4 2025 | 2 | $2,205,219 | 52,059 |
| Q3 2025 | 2 | $1,999,614 | 49,569 |
| Q2 2025 | 2 | $1,758,746 | 46,125 |
| Q1 2025 | 2 | $1,447,450 | 43,690 |
| Q4 2024 | 2 | $1,025,843 | 34,964 |
| Q3 2024 | 1 | $675,957 | 25,869 |
| Q2 2024 | 1 | $605,294 | 27,010 |
| Q1 2024 | 1 | $643,108 | 27,010 |
| Q4 2023 | 1 | $592,870 | 27,010 |
Related IFS Institutional Insights:
- IFS Institutional Ownership & Insiders Activity
- IFS Institutional Ownership & 13F Activity
- IFS Top Institutional Shareholders
- IFS Institutional Buying Activity
- IFS Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- IFS Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings