Most bought financial services stocks in Q4 2023
See which Financial Services stocks institutional investors increased the most in Q4 2023, measured as net growth in reported share positions from Q3 2023 into Q4 2023. Notable additions at the top of this list include AEGON LTD-NY REG SHR (AEG), US BANCORP (USB), SCHWAB (CHARLES) CORP (SCHW), PROGRESSIVE CORP (PGR). These rankings are based on SEC 13F filings from the investors we track.
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| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| AEG | AEGON LTD-NY REG SHR | 125,094,239 | $719.97M | 3 | 0 | 0 | 0 | 3 |
| USB | US BANCORP | 9,204,806 | $580.84M | 1 | 1 | 8 | 0 | 12 |
| SCHW | SCHWAB (CHARLES) CORP | 4,794,022 | $1.98B | 0 | 4 | 5 | 1 | 11 |
| PGR | PROGRESSIVE CORP | 3,913,905 | $784.85M | 1 | 5 | 4 | 0 | 11 |
| GNW | GENWORTH FINANCIAL INC | 3,694,748 | $36.60M | 0 | 2 | 1 | 0 | 3 |
| C | CITIGROUP INC | 2,488,332 | $923.48M | 1 | 5 | 3 | 0 | 12 |
| MET | METLIFE INC | 2,456,637 | $377.32M | 0 | 3 | 1 | 0 | 4 |
| LU | LUFAX HOLDING LTD-ADR | 2,445,994 | $7.51K | 1 | 0 | 0 | 0 | 1 |
| HOOD | ROBINHOOD MARKETS INC - A | 2,325,755 | $123.00M | 0 | 2 | 0 | 0 | 2 |
| BX | BLACKSTONE INC | 2,214,539 | $298.34M | 2 | 1 | 2 | 0 | 5 |
| IBN | ICICI BANK LTD-SPON ADR | 2,147,103 | $78.01M | 0 | 3 | 3 | 0 | 8 |
| CBOE | CBOE GLOBAL MARKETS INC | 2,054,110 | $409.89M | 2 | 0 | 2 | 0 | 4 |
| TRU | TRANSUNION | 2,041,231 | $8.92M | 0 | 2 | 0 | 1 | 2 |
| PRAA | PRA GROUP INC | 1,907,736 | $52.68M | 1 | 0 | 1 | 0 | 2 |
| TFC | TRUIST FINANCIAL CORP | 1,879,503 | $588.23M | 2 | 3 | 1 | 1 | 7 |
| MCO | MOODY'S CORP | 1,605,262 | $3.81B | 0 | 5 | 5 | 1 | 15 |
| MFC | MANULIFE FINANCIAL CORP | 1,562,620 | $1.72M | 1 | 1 | 0 | 0 | 2 |
| SOFI | SOFI TECHNOLOGIES INC | 1,384,925 | $13.13M | 1 | 1 | 0 | 0 | 2 |
| OMF | ONEMAIN HOLDINGS INC | 1,118,166 | $104.76M | 0 | 1 | 0 | 0 | 2 |
| CIFR | CIPHER MINING INC | 966,731 | $3.99K | 1 | 0 | 0 | 0 | 1 |
| JPM | JPMORGAN CHASE & CO | 965,587 | $336.01M | 3 | 5 | 7 | 1 | 16 |
| TD | TORONTO-DOMINION BANK | 963,829 | $123.47K | 1 | 0 | 1 | 0 | 2 |
| MMC | MARSH & MCLENNAN COS | 925,304 | $44.97M | 2 | 3 | 3 | 0 | 9 |
| DNB | DUN & BRADSTREET HOLDINGS IN | 870,679 | $13.64M | 1 | 3 | 0 | 0 | 4 |
| CRBG | COREBRIDGE FINANCIAL INC | 845,640 | $31.06M | 0 | 1 | 1 | 0 | 3 |
| NAVI | NAVIENT CORP | 791,290 | $20.10M | 0 | 1 | 0 | 1 | 3 |
| WT | WISDOMTREE INC | 777,900 | $5.31K | 0 | 1 | 0 | 0 | 1 |
| JEF | JEFFERIES FINANCIAL GROUP IN | 743,910 | $33.03M | 2 | 1 | 0 | 0 | 4 |
| NMR | NOMURA HOLDINGS INC-SPON ADR | 644,188 | -$26.38K | 0 | 1 | 1 | 0 | 2 |
| HDB | HDFC BANK LTD-ADR | 613,234 | $155.66M | 4 | 3 | 1 | 0 | 9 |
| TW | TRADEWEB MARKETS INC-CLASS A | 536,202 | $26.25M | 1 | 3 | 0 | 0 | 4 |
| RDN | RADIAN GROUP INC | 504,951 | $31.33M | 1 | 2 | 0 | 1 | 3 |
| KB | KB FINANCIAL GROUP INC-ADR | 465,064 | $15.11M | 2 | 1 | 2 | 0 | 5 |
| NWG | NATWEST GROUP PLC -SPON ADR | 454,551 | $3.77M | 0 | 3 | 1 | 0 | 4 |
| OWL | BLUE OWL CAPITAL INC | 444,600 | $7.80K | 0 | 1 | 0 | 0 | 1 |
| VLY | VALLEY NATIONAL BANCORP | 440,685 | $4.79M | 2 | 0 | 0 | 0 | 2 |
| UVE | UNIVERSAL INSURANCE HOLDINGS | 429,546 | $9.01M | 0 | 2 | 0 | 0 | 2 |
| SLQT | SELECTQUOTE INC | 414,000 | $617 | 0 | 1 | 0 | 0 | 1 |
| ALLY | ALLY FINANCIAL INC | 410,894 | $309.57M | 1 | 3 | 1 | 0 | 7 |
| ACIC | AMERICAN COASTAL INSURANCE C | 379,468 | $1.99M | 1 | 1 | 0 | 0 | 2 |
| LX | LEXINFINTECH HOLDINGS L-ADR | 357,126 | $482 | 0 | 1 | 0 | 0 | 1 |
| AON | Aon Plc | 346,749 | -$198.92M | 1 | 4 | 1 | 0 | 8 |
| CION | CION INVESTMENT CORP | 311,600 | $3.67K | 0 | 1 | 0 | 0 | 1 |
| CFG | CITIZENS FINANCIAL GROUP | 296,665 | $17.32M | 0 | 3 | 0 | 0 | 3 |
| BRO | BROWN & BROWN INC | 294,423 | $11.62M | 0 | 1 | 2 | 0 | 3 |
| FHI | FEDERATED HERMES INC | 273,900 | $9.27K | 0 | 1 | 0 | 0 | 1 |
| FCFS | FIRSTCASH HOLDINGS INC | 273,845 | $26.69M | 1 | 1 | 0 | 0 | 2 |
| SLF | SUN LIFE FINANCIAL INC | 273,058 | $36.18K | 1 | 0 | 1 | 0 | 2 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | 263,080 | $1.25K | 0 | 1 | 0 | 0 | 1 |
| OPFI | OPPFI INC | 261,677 | $2.11K | 0 | 1 | 0 | 0 | 1 |
Frequently asked questions about Most bought financial services stocks in Q4 2023
What are the most bought Financial Services stocks in Q4 2023?
The most bought financial services stocks in Q4 2023 are those with the largest increase in reported share counts across tracked institutional investors compared to Q3 2023, based on SEC 13F filings.
Which financial services stocks did institutional investors added to the most in Q4 2023?
Among the managers we track, net additions were largest in companies such as AEGON LTD-NY REG SHR (AEG), US BANCORP (USB), SCHWAB (CHARLES) CORP (SCHW), based on aggregated 13F data.
How is institutional buying calculated?
Buying is calculated by summing the net increase in shares reported by tracked investors between two consecutive quarterly 13F snapshots (compared to Q3 2023).
Does this include all institutional owners?
These rankings are based on a subset of tracked institutional investors who file SEC 13F reports. While not exhaustive, the dataset includes many of the largest and most influential funds.
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.