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), APOLLO GLOBAL MANAGEMENT INC (APO), SCHWAB (CHARLES) CORP (SCHW). 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 |
|---|---|---|---|---|---|---|---|---|
| AEG | AEGON LTD-NY REG SHR | 125,094,239 | $719.97M | 3 | 0 | 0 | 0 | 3 |
| USB | US BANCORP | 9,634,576 | $605.90M | 1 | 5 | 9 | 0 | 19 |
| APO | APOLLO GLOBAL MANAGEMENT INC | 7,093,820 | $681.86M | 3 | 2 | 2 | 1 | 10 |
| SCHW | SCHWAB (CHARLES) CORP | 4,969,553 | $2.01B | 1 | 8 | 6 | 2 | 17 |
| PGR | PROGRESSIVE CORP | 4,005,439 | $807.53M | 2 | 7 | 5 | 0 | 15 |
| GNW | GENWORTH FINANCIAL INC | 3,694,748 | $36.60M | 0 | 2 | 1 | 0 | 3 |
| BX | BLACKSTONE INC | 3,523,777 | $479.96M | 3 | 3 | 5 | 0 | 13 |
| OWL | BLUE OWL CAPITAL INC | 3,424,904 | $44.41M | 1 | 1 | 0 | 0 | 2 |
| C | CITIGROUP INC | 3,004,050 | $993.72M | 2 | 8 | 6 | 0 | 21 |
| BRO | BROWN & BROWN INC | 2,593,287 | $177.25M | 1 | 2 | 3 | 0 | 6 |
| MET | METLIFE INC | 2,504,660 | $382.81M | 0 | 4 | 2 | 0 | 7 |
| LU | LUFAX HOLDING LTD-ADR | 2,445,994 | $7.51K | 1 | 0 | 0 | 0 | 1 |
| HOOD | ROBINHOOD MARKETS INC - A | 2,437,261 | $128.67M | 2 | 3 | 1 | 0 | 6 |
| IBN | ICICI BANK LTD-SPON ADR | 2,147,579 | $78.03M | 0 | 4 | 4 | 0 | 10 |
| JPM | JPMORGAN CHASE & CO | 2,133,634 | $640.39M | 5 | 11 | 14 | 1 | 32 |
| CBOE | CBOE GLOBAL MARKETS INC | 2,048,735 | $410.43M | 3 | 0 | 3 | 0 | 6 |
| TRU | TRANSUNION | 2,046,319 | $9.07M | 0 | 3 | 0 | 1 | 3 |
| MCO | MOODY'S CORP | 1,991,214 | $4.01B | 2 | 6 | 7 | 1 | 20 |
| PRAA | PRA GROUP INC | 1,907,736 | $52.68M | 1 | 0 | 1 | 0 | 2 |
| TFC | TRUIST FINANCIAL CORP | 1,872,686 | $593.42M | 3 | 3 | 3 | 1 | 11 |
| MMC | MARSH & MCLENNAN COS | 1,726,403 | $196.29M | 3 | 5 | 4 | 0 | 14 |
| MFC | MANULIFE FINANCIAL CORP | 1,613,569 | $2.84M | 2 | 1 | 0 | 0 | 3 |
| BAC | BANK OF AMERICA CORP | 1,450,696 | $7.52B | 4 | 13 | 10 | 2 | 30 |
| SOFI | SOFI TECHNOLOGIES INC | 1,299,268 | $13.06M | 1 | 3 | 2 | 1 | 6 |
| OMF | ONEMAIN HOLDINGS INC | 1,118,166 | $104.76M | 0 | 1 | 0 | 0 | 2 |
| CIFR | CIPHER MINING INC | 1,088,501 | $506.90K | 2 | 0 | 0 | 0 | 2 |
| TD | TORONTO-DOMINION BANK | 963,378 | $96.94K | 1 | 0 | 2 | 0 | 4 |
| DNB | DUN & BRADSTREET HOLDINGS IN | 870,679 | $13.64M | 1 | 3 | 0 | 0 | 4 |
| NMFC | NEW MOUNTAIN FINANCE CORP | 852,921 | $10.85M | 1 | 0 | 0 | 0 | 1 |
| CRBG | COREBRIDGE FINANCIAL INC | 845,640 | $31.06M | 0 | 1 | 1 | 0 | 3 |
| NAVI | NAVIENT CORP | 778,044 | $20.98M | 0 | 1 | 1 | 1 | 4 |
| WT | WISDOMTREE INC | 777,900 | $5.31K | 0 | 1 | 0 | 0 | 1 |
| JEF | JEFFERIES FINANCIAL GROUP IN | 743,390 | $33.10M | 3 | 1 | 1 | 0 | 7 |
| NMR | NOMURA HOLDINGS INC-SPON ADR | 644,188 | -$26.38K | 0 | 1 | 1 | 0 | 2 |
| HDB | HDFC BANK LTD-ADR | 596,658 | $154.82M | 5 | 4 | 2 | 0 | 12 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 593,084 | $3.58M | 2 | 1 | 0 | 0 | 3 |
| ICE | INTERCONTINENTAL EXCHANGE IN | 567,482 | $489.06M | 2 | 3 | 9 | 0 | 16 |
| TW | TRADEWEB MARKETS INC-CLASS A | 537,126 | $26.43M | 1 | 4 | 0 | 0 | 5 |
| RDN | RADIAN GROUP INC | 504,951 | $31.33M | 1 | 2 | 0 | 1 | 3 |
| WRB | WR BERKLEY CORP | 489,141 | $41.61M | 2 | 1 | 2 | 1 | 8 |
| 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 |
| 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 |
| MSCI | MSCI INC | 401,825 | $228.50M | 2 | 4 | 2 | 0 | 9 |
| AON | Aon Plc | 399,534 | -$188.93M | 2 | 5 | 1 | 0 | 10 |
| CION | CION INVESTMENT CORP | 379,665 | $937.35K | 0 | 2 | 0 | 0 | 2 |
| 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 |
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 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 filers in this sector, net additions were largest in companies such as AEGON LTD-NY REG SHR (AEG), US BANCORP (USB), APOLLO GLOBAL MANAGEMENT INC (APO), 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 Q3 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.