Most bought financial services stocks in Q1 2024
See which Financial Services stocks institutional investors increased the most in Q1 2024, measured as net growth in reported share positions from Q4 2023 into Q1 2024. Notable additions at the top of this list include CHUBB LIMITED (CB), SOFI TECHNOLOGIES INC (SOFI), BANK OF AMERICA CORP (BAC), US BANCORP (USB). These rankings aggregate SEC 13F filings from all institutional investors in our database.
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| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LIMITED | 26,061,066 | $6.79B | 2 | 4 | 4 | 4 | 11 |
| SOFI | SOFI TECHNOLOGIES INC | 19,347,131 | $98.31M | 0 | 4 | 1 | 0 | 6 |
| BAC | BANK OF AMERICA CORP | 15,357,744 | $5.44B | 3 | 10 | 11 | 3 | 30 |
| USB | US BANCORP | 13,199,966 | $628.62M | 1 | 4 | 9 | 3 | 17 |
| LAZ | LAZARD INC | 6,887,738 | $288.39M | 3 | 0 | 0 | 0 | 3 |
| OWL | BLUE OWL CAPITAL INC | 3,926,874 | $65.92M | 2 | 1 | 1 | 0 | 4 |
| CRBG | COREBRIDGE FINANCIAL INC | 3,704,566 | $106.65M | 3 | 2 | 1 | 0 | 6 |
| IBKR | INTERACTIVE BROKERS GRO-CL A | 3,058,514 | $537.40M | 1 | 3 | 2 | 1 | 8 |
| GNW | GENWORTH FINANCIAL INC | 2,951,939 | $14.43M | 0 | 1 | 2 | 0 | 3 |
| DNB | DUN & BRADSTREET HOLDINGS IN | 1,813,540 | -$5.49M | 1 | 3 | 0 | 1 | 4 |
| AON | Aon Plc | 1,740,569 | $648.39M | 3 | 4 | 3 | 1 | 12 |
| KEY | KEYCORP | 1,700,395 | $5.93M | 2 | 1 | 4 | 2 | 7 |
| OZK | BANK OZK | 1,490,503 | $54.96M | 1 | 3 | 1 | 0 | 5 |
| DFS | DISCOVER FINANCIAL SERVICES | 1,417,535 | $242.74M | 4 | 1 | 5 | 1 | 10 |
| BCS | BARCLAYS PLC-SPONS ADR | 1,266,443 | $8.62M | 0 | 3 | 1 | 0 | 4 |
| MFG | MIZUHO FINANCIAL GROUP-ADR | 1,224,745 | $55.13K | 0 | 1 | 1 | 0 | 2 |
| HBAN | HUNTINGTON BANCSHARES INC | 1,098,119 | $12.18M | 3 | 2 | 4 | 1 | 9 |
| MS | MORGAN STANLEY | 977,118 | $56.86M | 3 | 3 | 6 | 1 | 15 |
| NMR | NOMURA HOLDINGS INC-SPON ADR | 937,055 | $74.26K | 0 | 2 | 0 | 0 | 2 |
| V | VISA INC-CLASS A SHARES | 895,025 | $1.70B | 2 | 15 | 25 | 1 | 47 |
| COLB | COLUMBIA BANKING SYSTEM INC | 775,756 | -$2.96M | 0 | 2 | 0 | 0 | 2 |
| WRB | WR BERKLEY CORP | 764,052 | $97.73M | 2 | 1 | 1 | 2 | 8 |
| ITUB | ITAU UNIBANCO H-SPON PRF ADR | 763,514 | $947.22K | 0 | 5 | 2 | 1 | 8 |
| ALL | ALLSTATE CORP | 735,939 | $140.27M | 3 | 4 | 2 | 2 | 11 |
| SPGI | S&P GLOBAL INC | 659,956 | -$6.77M | 4 | 4 | 8 | 2 | 23 |
| TD | TORONTO-DOMINION BANK | 659,199 | -$477.17K | 0 | 2 | 1 | 1 | 3 |
| WU | WESTERN UNION CO | 518,466 | $5.07M | 0 | 2 | 4 | 0 | 7 |
| FGF | FUNDAMENTAL GLOBAL INC | 504,330 | $687 | 0 | 1 | 0 | 0 | 1 |
| TRU | TRANSUNION | 503,087 | $58.28M | 3 | 1 | 2 | 0 | 6 |
| AXP | AMERICAN EXPRESS CO | 482,897 | $6.35B | 4 | 4 | 11 | 4 | 23 |
| PNC | PNC FINANCIAL SERVICES GROUP | 474,168 | $79.26M | 3 | 2 | 5 | 2 | 11 |
| EZPW | EZCORP INC-CL A | 471,900 | $10.23K | 0 | 1 | 0 | 0 | 1 |
| ZION | ZIONS BANCORP NA | 431,090 | $1.14M | 2 | 0 | 4 | 0 | 6 |
| AFL | AFLAC INC | 410,054 | $50.03M | 2 | 1 | 4 | 1 | 10 |
| PDI | PIMCO DYNAMIC INCOME FUND | 402,621 | $8.08M | 1 | 1 | 0 | 1 | 2 |
| UNM | UNUM GROUP | 397,801 | $35.08M | 2 | 1 | 2 | 0 | 6 |
| BMA | BANCO MACRO SA-ADR | 388,850 | $21.76M | 1 | 1 | 0 | 1 | 3 |
| NWG | NATWEST GROUP PLC -SPON ADR | 387,520 | $2.94M | 0 | 3 | 1 | 0 | 4 |
| HIG | HARTFORD FINANCIAL SVCS GRP | 386,085 | $39.34M | 1 | 1 | 3 | 1 | 5 |
| PUK | PRUDENTIAL PLC-ADR | 370,292 | $2.31M | 0 | 2 | 0 | 1 | 2 |
| BKU | BANKUNITED INC | 343,200 | $9.61K | 1 | 0 | 0 | 0 | 1 |
| DMA | DESTRA MULTI-ALTERNATIVE | 318,783 | $2.81M | 0 | 1 | 0 | 0 | 1 |
| NDAQ | NASDAQ INC | 315,982 | $21.58M | 1 | 1 | 2 | 1 | 4 |
| CMA | COMERICA INC | 306,232 | -$2.56M | 0 | 2 | 3 | 1 | 5 |
| EQH | EQUITABLE HOLDINGS INC | 305,988 | $174.25M | 3 | 1 | 3 | 0 | 7 |
| AIG | AMERICAN INTERNATIONAL GROUP | 301,786 | $102.61M | 2 | 0 | 5 | 0 | 9 |
| MSCI | MSCI INC | 296,217 | -$61.08M | 5 | 2 | 6 | 1 | 13 |
| NWBI | NORTHWEST BANCSHARES INC | 286,803 | -$108.10K | 1 | 0 | 1 | 0 | 2 |
| AEG | AEGON LTD-NY REG SHR | 281,774 | $38.04M | 0 | 2 | 1 | 0 | 3 |
| KNSL | KINSALE CAPITAL GROUP INC | 279,060 | $148.18M | 4 | 0 | 0 | 0 | 5 |
Frequently asked questions about Most bought financial services stocks in Q1 2024
What are the most bought Financial Services stocks in Q1 2024?
The most bought financial services stocks in Q1 2024 are those with the largest increase in reported share counts across institutional investors compared to Q4 2023, based on SEC 13F filings.
Which financial services stocks did institutional investors added to the most in Q1 2024?
Among filers in this sector, net additions were largest in companies such as CHUBB LIMITED (CB), SOFI TECHNOLOGIES INC (SOFI), BANK OF AMERICA CORP (BAC), based on aggregated 13F data.
How is institutional buying calculated?
Buying is calculated by summing the net increase in shares reported by institutional investors between two consecutive quarterly 13F snapshots (compared to Q4 2023).
Does this include all institutional owners?
Yes. These rankings aggregate SEC 13F filings from all institutional investors in our database, not only the investors we track individually.
Are these trades real-time?
No. 13F filings are reported quarterly and may be delayed by up to 45 days. The data reflects positions at the end of the reporting period, not real-time trading activity.