Most owned stocks in Financial Services
See which Financial Services stocks show up most often across leading institutional portfolios we track. Notable stocks at the top of this list include VISA INC (V), BERKSHIRE HATHAWAY INC DEL (BRK-B), MASTERCARD INCORPORATED (MA), MOODYS CORP (MCO). These rankings are based on SEC 13F filings from the investors we track.
| Symbol | Name | Institutions owned | Quantity | Total Value |
|---|---|---|---|---|
| V | VISA INC | 25 | 52,712,077 | $15,351,870,898 |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | 22 | 28,879,422 | $13,714,376,404 |
| MA | MASTERCARD INCORPORATED | 18 | 9,052,664 | $4,392,791,479 |
| MCO | MOODYS CORP | 16 | 45,183,403 | $19,465,097,181 |
| SPGI | S&P GLOBAL INC | 13 | 21,324,771 | $9,064,541,509 |
| BRK-A | BERKSHIRE HATHAWAY INC DEL | 13 | 1,188 | $810,095,758 |
| COF | CAPITAL ONE FINL CORP | 12 | 26,379,594 | $4,812,429,371 |
| BAC | BANK AMERICA CORP | 11 | 537,885,246 | $26,221,904,787 |
| JPM | JPMORGAN CHASE & CO | 11 | 3,252,869 | $950,510,049 |
| AXP | AMERICAN EXPRESS CO | 10 | 154,112,807 | $46,616,041,879 |
| PGR | PROGRESSIVE CORP | 9 | 1,860,134 | $368,753,021 |
| IBKR | INTERACTIVE BROKERS GROUP IN | 8 | 22,461,279 | $1,506,755,591 |
| C | CITIGROUP INC | 8 | 12,112,212 | $1,373,646,066 |
| WFC | WELLS FARGO & CO | 8 | 11,295,904 | $899,266,760 |
| PYPL | PAYPAL HLDGS INC | 8 | 5,605,703 | $254,795,223 |
| AON | AON PLC | 8 | 4,390,302 | $1,169,132,051 |
| HDB | HDFC BANK LTD | 8 | 2,279,639 | $56,717,428 |
| ICE | INTERCONTINENTAL EXCHANGE IN | 6 | 17,341,975 | $2,434,111,453 |
| USB | US BANCORP | 6 | 10,729,933 | $558,063,870 |
| SCHW | SCHWAB CHARLES CORP | 6 | 8,529,376 | $801,590,798 |
| CME | CME GROUP INC | 6 | 2,991,250 | $883,465,719 |
| MSCI | MSCI INC | 6 | 1,445,926 | $779,368,614 |
| TRV | TRAVELERS COMPANIES INC | 6 | 225,656 | $59,700,047 |
| BN | BROOKFIELD CORP | 5 | 90,538,499 | $3,664,093,055 |
| RKT | ROCKET COS INC | 5 | 49,823,058 | $709,978,574 |
| CB | CHUBB LTD SWITZ | 5 | 34,333,763 | $11,190,403,497 |
| BK | BANK NEW YORK MELLON CORP | 5 | 12,490,925 | $1,481,798,568 |
| KKR | KKR & CO INC | 5 | 4,176,854 | $386,359,042 |
| MMC | MARSH & MCLENNAN COS INC | 5 | 2,857,824 | $450,373,019 |
| LPLA | LPL FINL HLDGS INC | 5 | 2,498,531 | $751,633,100 |
| FITB | FIFTH THIRD BANCORP | 5 | 2,371,063 | $104,917,936 |
| ARES | ARES MANAGEMENT CORPORATION | 5 | 1,796,939 | $196,046,074 |
| MS | MORGAN STANLEY | 5 | 1,739,565 | $286,280,036 |
| GS | GOLDMAN SACHS GROUP INC | 5 | 190,682 | $160,301,042 |
| ALLY | ALLY FINL INC | 4 | 30,546,574 | $1,198,342,116 |
| SLM | SLM CORP | 4 | 17,367,162 | $374,840,878 |
| FNF | FIDELITY NATL FINL INC | 4 | 12,566,702 | $582,843,600 |
| BRO | BROWN & BROWN INC | 4 | 10,472,637 | $682,920,668 |
| EQH | EQUITABLE HLDGS INC | 4 | 8,714,199 | $323,383,925 |
| ITUB | ITAU UNIBANCO HLDG S A | 4 | 8,500,520 | $71,234,361 |
| BCS | BARCLAYS PLC | 4 | 8,005,141 | $169,388,799 |
| TRU | TRANSUNION | 4 | 7,737,150 | $535,333,418 |
| RDN | RADIAN GROUP INC | 4 | 4,926,069 | $162,954,348 |
| CG | CARLYLE GROUP INC | 4 | 4,166,747 | $201,628,892 |
| ONB | OLD NATL BANCORP IND | 4 | 3,845,651 | $84,988,888 |
| APO | APOLLO GLOBAL MGMT INC | 4 | 3,466,338 | $386,219,376 |
| AJG | GALLAGHER ARTHUR J & CO | 4 | 2,901,769 | $628,465,057 |
| COLB | COLUMBIA BKG SYS INC | 4 | 2,418,982 | $66,352,676 |
| ASB | ASSOCIATED BANC-CORP | 4 | 2,378,571 | $61,509,847 |
| JXN | JACKSON FINANCIAL INC | 4 | 2,077,835 | $219,668,704 |
Frequently asked questions about Most owned stocks in Financial Services
What are the most owned Financial Services stocks?
The most owned financial services stocks here are those that appear in the largest number of tracked institutional 13F portfolios (holder count), using the latest filings in our dataset. That measures breadth of ownership across the managers we follow, not intraday trading.
Which stocks are most widely held by institutional investors in the Financial Services sector?
Widely held names on this list often include companies such as VISA INC (V), BERKSHIRE HATHAWAY INC DEL (BRK-B), MASTERCARD INCORPORATED (MA), though membership changes as new 13Fs are filed.
How is "most owned" calculated?
We rank primarily by how many distinct tracked managers report a position in each ticker. The table also shows aggregate reported shares and value so you can compare scale alongside holder counts.
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.