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), CAPITAL ONE FINL CORP (COF). These rankings are based on SEC 13F filings from the investors we track.
| Symbol | Name | Stocks owned | Quantity | Total Value |
|---|---|---|---|---|
| V | VISA INC | 25 | 56,708,928 | $19,563,444,365 |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | 21 | 29,614,275 | $14,748,712,445 |
| MA | MASTERCARD INCORPORATED | 16 | 13,915,841 | $7,616,970,800 |
| COF | CAPITAL ONE FINL CORP | 13 | 29,279,506 | $6,695,774,556 |
| BRK-A | BERKSHIRE HATHAWAY INC DEL | 13 | 1,202 | $860,723,979 |
| MCO | MOODYS CORP | 12 | 42,363,351 | $21,567,683,029 |
| BAC | BANK AMERICA CORP | 10 | 544,640,138 | $29,842,882,442 |
| SPGI | S&P GLOBAL INC | 10 | 17,396,868 | $8,946,974,075 |
| PYPL | PAYPAL HLDGS INC | 10 | 6,379,232 | $317,055,578 |
| PGR | PROGRESSIVE CORP | 10 | 4,236,391 | $1,019,037,373 |
| AXP | AMERICAN EXPRESS CO | 9 | 153,634,478 | $56,767,044,136 |
| IBKR | INTERACTIVE BROKERS GROUP IN | 7 | 23,114,414 | $1,518,256,808 |
| ICE | INTERCONTINENTAL EXCHANGE IN | 7 | 20,525,973 | $3,054,101,598 |
| SCHW | SCHWAB CHARLES CORP | 7 | 12,026,127 | $1,165,436,748 |
| C | CITIGROUP INC | 7 | 11,457,555 | $1,275,269,642 |
| HDB | HDFC BANK LTD | 7 | 2,531,787 | $73,990,185 |
| BN | BROOKFIELD CORP | 6 | 112,996,047 | $5,178,816,833 |
| AON | AON PLC | 6 | 8,978,276 | $3,167,755,594 |
| CME | CME GROUP INC | 6 | 3,210,457 | $873,043,551 |
| MSCI | MSCI INC | 6 | 2,048,487 | $1,174,669,242 |
| JPM | JPMORGAN CHASE & CO. | 6 | 1,817,335 | $582,025,762 |
| TRV | TRAVELERS COMPANIES INC | 6 | 197,042 | $51,044,867 |
| RKT | ROCKET COS INC | 5 | 66,475,911 | $1,286,707,219 |
| CB | CHUBB LIMITED | 5 | 34,466,682 | $10,751,816,699 |
| ALLY | ALLY FINL INC | 5 | 30,708,074 | $1,390,692,029 |
| BK | BANK NEW YORK MELLON CORP | 5 | 13,125,814 | $1,433,224,877 |
| USB | US BANCORP DEL | 5 | 9,608,551 | $462,405,516 |
| TRU | TRANSUNION | 5 | 8,836,329 | $661,798,299 |
| LPLA | LPL FINL HLDGS INC | 5 | 3,071,167 | $1,096,754,588 |
| WFC | WELLS FARGO CO NEW | 5 | 1,956,369 | $176,187,653 |
| FITB | FIFTH THIRD BANCORP | 5 | 1,860,584 | $81,223,726 |
| JPM | JPMORGAN CHASE & CO | 5 | 919,921 | $265,708,411 |
| GS | GOLDMAN SACHS GROUP INC | 5 | 183,761 | $154,780,191 |
| ITUB | ITAU UNIBANCO HLDG S A | 4 | 11,391,191 | $82,367,435 |
| WFC | WELLS FARGO & CO | 4 | 9,847,892 | $791,592,450 |
| EQH | EQUITABLE HLDGS INC | 4 | 8,714,376 | $381,359,988 |
| ONB | OLD NATL BANCORP IND | 4 | 3,882,434 | $85,839,164 |
| RF | REGIONS FINANCIAL CORP NEW | 4 | 3,455,107 | $91,770,364 |
| MMC | MARSH & MCLENNAN COS INC | 4 | 3,004,718 | $598,618,326 |
| RDN | RADIAN GROUP INC | 4 | 2,406,633 | $87,135,955 |
| ARES | ARES MANAGEMENT CORPORATION | 4 | 2,215,191 | $82,938,218 |
| FHN | FIRST HORIZON CORPORATION | 4 | 1,630,721 | $25,510,981 |
| WBS | WEBSTER FINL CORP | 4 | 1,204,245 | $77,782,856 |
| MS | MORGAN STANLEY | 4 | 1,065,454 | $176,373,155 |
| CACC | CREDIT ACCEP CORP MICH | 4 | 723,161 | $337,152,966 |
| ALL | ALLSTATE CORP | 4 | 492,757 | $103,976,008 |
| AFL | AFLAC INC | 4 | 383,678 | $42,289,702 |
| MTB | M & T BK CORP | 4 | 275,329 | $55,931,237 |
| MKL | MARKEL GROUP INC | 4 | 77,856 | $160,475,480 |
| CRBG | COREBRIDGE FINL INC | 3 | 27,655,556 | $663,634,316 |
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.