XLF Institutional Ownership & Shareholders
FINANCIAL SELECT SECTOR SPDR (XLF) is currently held by 1,892 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $45.00B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of XLF tracked by InsiderSet, reporting ownership valued at approximately $6.67B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.15B, representing an estimated gain of +7.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed XLF value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Peakshares Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in FINANCIAL SELECT SECTOR SPDR (XLF).
This page ranks the largest institutional XLF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,892
Total Reported Value
$45.00B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$6.67B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.39% | 124,154,584 | $6,669,584,379 | $7,146,337,855 | +$476,753,476 | +7.15% | |
| Peakshares Llc | 4.38% | 109,815 | $5,887,182,000 | $6,320,951 | -$5,880,861,049 | -99.89% | |
| Bank Of America Corp | 0.27% | 78,510,008 | $4,208,921,548 | $4,519,036,060 | +$310,114,512 | +7.37% | |
| Morgan Stanley | 0.13% | 46,449,938 | $2,490,181,286 | $2,673,658,431 | +$183,477,145 | +7.37% | |
| Wells Fargo & Company/Mn | 0.42% | 45,234,207 | $2,425,005,822 | $2,603,680,955 | +$178,675,133 | +7.37% | |
| Goldman Sachs Group Inc | 0.14% | 24,616,315 | $1,319,680,639 | $1,416,915,091 | +$97,234,452 | +7.37% | |
| Envestnet Asset Management Inc | 0.30% | 23,529,311 | $1,261,406,370 | $1,354,347,141 | +$92,940,771 | +7.37% | |
| Ubs Group Ag | 0.18% | 20,608,270 | $1,104,809,356 | $1,186,212,021 | +$81,402,665 | +7.37% | |
| Lpl Financial Llc | 0.24% | 19,928,374 | $1,068,360,031 | $1,147,077,207 | +$78,717,176 | +7.37% | |
| Raymond James Financial Inc | 0.25% | 16,961,225 | $909,291,287 | $976,288,111 | +$66,996,824 | +7.37% | |
| Royal Bank Of Canada | 0.13% | 14,086,521 | $755,177,000 | $810,820,149 | +$55,643,149 | +7.37% | |
| Ameriprise Financial Inc | 0.11% | 10,506,486 | $564,459,118 | $604,753,334 | +$40,294,216 | +7.14% | |
| Focus Partners Wealth | 0.54% | 9,780,436 | $524,329,194 | $562,961,896 | +$38,632,702 | +7.37% | |
| Janney Montgomery Scott Llc | 0.99% | 9,549,563 | $511,952,000 | $549,672,846 | +$37,720,846 | +7.37% | |
| Main Management Etf Advisors, Llc | 15.44% | 9,511,811 | $509,928,000 | $547,499,841 | +$37,571,841 | +7.37% | |
| Bsn Capital Partners Ltd | 18.20% | 8,250,000 | $454,507,500 | $474,870,000 | +$20,362,500 | +4.48% | |
| Citigroup Inc | 0.20% | 8,088,919 | $433,646,928 | $465,598,178 | +$31,951,250 | +7.37% | |
| Two Sigma Investments, Lp | 0.32% | 7,958,200 | $426,639,102 | $458,073,992 | +$31,434,890 | +7.37% | |
| Nissay Asset Management Corp /Japan | 1.73% | 7,626,613 | $408,862,723 | $438,987,844 | +$30,125,121 | +7.37% | |
| Truist Financial Corp | 0.42% | 6,590,283 | $351,921,123 | $379,336,689 | +$27,415,566 | +7.79% | |
| Pgim Custom Harvest Llc | 3.87% | 5,759,931 | $308,789,892 | $331,541,628 | +$22,751,736 | +7.37% | |
| Barclays Plc | 0.08% | 4,850,445 | $260,032,357 | $279,191,614 | +$19,159,257 | +7.37% | |
| Susquehanna International Group, Llp | 0.22% | 4,537,631 | $243,262,398 | $261,186,040 | +$17,923,642 | +7.37% | |
| Cibc World Market Inc. | 0.41% | 4,521,414 | $242,393,005 | $260,252,590 | +$17,859,585 | +7.37% | |
| Westend Advisors, Llc | 5.27% | 4,474,411 | $238,934,548 | $257,547,097 | +$18,612,549 | +7.79% | |
| Millennium Management Llc | 0.15% | 4,063,701 | $217,855,011 | $233,906,630 | +$16,051,619 | +7.37% | |
| Osaic Holdings, Inc. | 0.25% | 3,961,786 | $212,412,857 | $228,040,402 | +$15,627,545 | +7.36% | |
| Provida Pension Fund Administrator | 3.57% | 4,300,319 | $212,306,749 | $247,526,362 | +$35,219,613 | +16.59% | |
| Bank Of Montreal | 0.08% | 3,851,956 | $206,503,345 | $221,718,587 | +$15,215,242 | +7.37% | |
| Fmr Llc | 0.01% | 3,851,680 | $206,488,557 | $221,702,701 | +$15,214,144 | +7.37% | |
| Balyasny Asset Management L.P. | 0.37% | 3,781,389 | $202,720,264 | $217,656,751 | +$14,936,487 | +7.37% | |
| Caisse De Depot Et Placement Du Quebec | 0.29% | 3,761,841 | $201,672,296 | $216,531,568 | +$14,859,272 | +7.37% | |
| Mml Investors Services, Llc | 0.38% | 3,453,181 | $185,125,019 | $198,765,098 | +$13,640,079 | +7.37% | |
| Clal Insurance Enterprises Holdings Ltd | 0.77% | 3,196,000 | $171,338,000 | $183,961,760 | +$12,623,760 | +7.37% | |
| Victory Capital Management Inc | 0.09% | 3,097,589 | $166,061,731 | $178,297,223 | +$12,235,492 | +7.37% | |
| Jane Street Group, Llc | 0.10% | 3,026,674 | $162,259,993 | $174,215,355 | +$11,955,362 | +7.37% | |
| Blackrock, Inc. | 0.00% | 2,976,417 | $159,565,684 | $171,322,563 | +$11,756,879 | +7.37% | |
| Menora Mivtachim Holdings Ltd. | 0.56% | 2,699,442 | $144,717,086 | $155,379,882 | +$10,662,796 | +7.37% | |
| J.Safra Asset Management Corp | 6.28% | 2,704,701 | $144,431,037 | $155,682,590 | +$11,251,553 | +7.79% | |
| Cetera Investment Advisers | 0.13% | 2,687,614 | $144,082,984 | $154,699,062 | +$10,616,078 | +7.37% | |
| Natixis | 0.64% | 2,523,947 | $135,308,799 | $145,278,389 | +$9,969,590 | +7.37% | |
| Meitav Investment House Ltd | 0.85% | 2,485,428 | $132,721,731 | $143,061,236 | +$10,339,505 | +7.79% | |
| Agf Management Ltd | 0.50% | 2,303,581 | $123,011,226 | $132,594,122 | +$9,582,896 | +7.79% | |
| Stifel Financial Corp | 0.10% | 2,286,131 | $122,558,563 | $131,589,700 | +$9,031,137 | +7.37% | |
| Northern Trust Corp | 0.01% | 2,143,364 | $114,905,744 | $123,372,032 | +$8,466,288 | +7.37% | |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.70% | 2,091,321 | $112,017,824 | $120,376,437 | +$8,358,613 | +7.46% | |
| Petredis Investment Advisors Llc | 6.99% | 2,006,044 | $107,122,759 | $115,467,893 | +$8,345,134 | +7.79% | |
| Rockefeller Capital Management L.P. | 0.16% | 1,968,609 | $105,537,221 | $113,313,134 | +$7,775,913 | +7.37% | |
| Advisory Alpha, Llc | 2.57% | 1,956,757 | $104,902,407 | $112,630,933 | +$7,728,526 | +7.37% | |
| Signature Estate & Investment Advisors Llc | 1.82% | 1,933,287 | $103,237,532 | $111,280,000 | +$8,042,468 | +7.79% |
Frequently asked questions about XLF
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Who are the largest institutional holders of XLF?
The largest institutional holders of XLF reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co , Peakshares Llc , Bank Of America Corp , Morgan Stanley , and Wells Fargo & Company/Mn . InsiderSet ranks institutional holders by their latest reported XLF position.
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What is XLF institutional ownership?
This page tracks XLF positions reported by institutional investment managers through SEC Form 13F. FINANCIAL SELECT SECTOR SPDR (XLF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
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How many institutions own XLF?
InsiderSet currently tracks 1,892 institutional managers reporting XLF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XLF shareholders.
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How much XLF stock do institutions own?
Institutional investment managers disclosed approximately $45.00B in XLF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
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When was XLF institutional ownership last updated?
The latest XLF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
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Are institutional XLF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XLF position after the reporting date.
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Are institutions buying or selling XLF?
Institutional buying and selling can be analyzed by comparing XLF positions across consecutive 13F reporting periods. InsiderSet's XLF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XLF ownership changes.
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How has XLF institutional ownership changed over time?
InsiderSet tracks XLF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.