IFS — INTERCORP FINL SVCS INC
Reported value held$550.63M
Funds holding (latest)30
SectorFinancials
Funds holding (Q2 2026)24
Institutional value$525.92M · 9.24M sh
New / Add / Cut / Exit3 / 5 / 13 / 0
Top-5 / Top-10 concentration75.7% / 94.1%
Institutional holdings change
Accumulating +18.4%
(+1.44M sh)
Institutional value change
Up +34.3%
As of Q2 2026, 24 SEC-registered investment managers reported holding IFS (INTERCORP FINL SVCS INC) in their latest 13F filings, with a combined reported value of $525.92M across 9.24M shares. That is +18.4% by share count (+1.44M shares) versus the previous quarter, while reported value moved +34.3%. Ownership is concentrated: the five largest holders account for 75.7% of reported value and the top ten for 94.1%.
Compared with the prior quarter, 3 opened new positions, 5 added to existing stakes, 13 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
IFS is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 24 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 2.31M | $131.74M | 0.01% | Add |
| BlackRock Inc history | 1.56M | $89.00M | 0.00% | Reduce |
| Lazard Asset Management history | 1.12M | $63.66M | 0.10% | Add |
| Franklin Resources history | 1.01M | $57.72M | 0.01% | Reduce |
| Marshall Wace history | 983.08K | $56.00M | 0.04% | Add |
| JPMorgan Chase & Co history | 538.78K | $30.33M | 0.00% | New |
| Arrowstreet Capital history | 511.57K | $29.14M | 0.01% | Reduce |
| Morgan Stanley history | 433.04K | $24.67M | 0.00% | Reduce |
| UBS Group AG history | 131.93K | $7.51M | 0.00% | Add |
| Fidelity International (FIL) history | 88.47K | $5.04M | 0.00% | Reduce |
| Deutsche Bank AG history | 83.96K | $4.78M | 0.00% | Hold |
| Goldman Sachs Group history | 81.27K | $4.63M | 0.00% | Add |
| Millennium Management history | 80.25K | $4.57M | 0.00% | Reduce |
| Point72 Asset Management history | 79.55K | $4.53M | 0.01% | Reduce |
| Northern Trust Corp history | 62.66K | $3.57M | 0.00% | Reduce |
| Bank of America Corp history | 53.79K | $3.06M | 0.00% | Reduce |
| AQR Capital Management history | 36.50K | $2.08M | 0.00% | Reduce |
| Geode Capital Management history | 24.36K | $1.39M | 0.00% | Hold |
| Legal & General Investment Management America history | 18.38K | $1.05M | 0.00% | Reduce |
| Dodge & Cox history | 17.39K | $990.59K | 0.00% | Hold |
| Balyasny Asset Management history | 4.35K | $248.00K | 0.00% | New |
| Citadel Advisors history | 3.81K | $216.85K | 0.00% | Reduce |
| Wells Fargo & Co history | 100 | $5.70K | 0.00% | Reduce |
| Citigroup Inc history | 6 | $336 | 0.00% | New |
Q1 2026 — 21 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 1.89M | $94.63M | 0.01% | Reduce |
| BlackRock Inc history | 1.76M | $88.46M | 0.00% | Add |
| Franklin Resources history | 1.24M | $62.06M | 0.02% | Reduce |
| Millennium Management history | 662.08K | $33.24M | 0.01% | Add |
| Morgan Stanley history | 539.04K | $27.06M | 0.00% | Reduce |
| Arrowstreet Capital history | 516.78K | $25.94M | 0.01% | Reduce |
| Marshall Wace history | 360.09K | $18.08M | 0.02% | Add |
| Lazard Asset Management history | 171.34K | $8.60M | 0.01% | Add |
| Fidelity International (FIL) history | 120.28K | $6.04M | 0.01% | Reduce |
| Deutsche Bank AG history | 83.97K | $4.22M | 0.00% | Add |
| Point72 Asset Management history | 82.68K | $4.15M | 0.01% | Reduce |
| Citadel Advisors history | 72.16K | $3.62M | 0.00% | Add |
| Bank of America Corp history | 65.98K | $3.31M | 0.00% | Reduce |
| Northern Trust Corp history | 63.03K | $3.16M | 0.00% | Reduce |
| Goldman Sachs Group history | 55.71K | $2.80M | 0.00% | Reduce |
| AQR Capital Management history | 44.33K | $2.23M | 0.00% | Add |
| Geode Capital Management history | 24.36K | $1.22M | 0.00% | Add |
| UBS Group AG history | 21.68K | $1.09M | 0.00% | Add |
| Legal & General Investment Management America history | 18.86K | $946.52K | 0.00% | Add |
| Dodge & Cox history | 17.39K | $873.03K | 0.00% | Hold |
| Wells Fargo & Co history | 101 | $5.07K | 0.00% | Hold |
Q4 2025 — 24 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 2.10M | $88.85M | 0.01% | Reduce |
| BlackRock Inc history | 1.74M | $73.67M | 0.00% | Add |
| Franklin Resources history | 1.30M | $54.92M | 0.01% | Reduce |
| Morgan Stanley history | 668.68K | $28.33M | 0.00% | Add |
| Millennium Management history | 639.38K | $27.08M | 0.01% | Add |
| JPMorgan Chase & Co history | 631.17K | $26.74M | 0.00% | Add |
| Arrowstreet Capital history | 575.96K | $24.40M | 0.01% | Reduce |
| Marshall Wace history | 306.58K | $12.99M | 0.01% | Reduce |
| Fidelity International (FIL) history | 218.40K | $9.25M | 0.01% | Reduce |
| Point72 Asset Management history | 171.54K | $7.27M | 0.01% | Add |
| Lazard Asset Management history | 166.01K | $7.03M | 0.01% | Add |
| Goldman Sachs Group history | 104.36K | $4.42M | 0.00% | Hold |
| Bank of America Corp history | 98.28K | $4.16M | 0.00% | Add |
| Northern Trust Corp history | 63.48K | $2.69M | 0.00% | Reduce |
| Wellington Management Group history | 43.52K | $1.84M | 0.00% | Add |
| Citadel Advisors history | 27.23K | $1.15M | 0.00% | Add |
| Geode Capital Management history | 23.61K | $1.00M | 0.00% | Add |
| Dodge & Cox history | 17.39K | $736.68K | 0.00% | Hold |
| Legal & General Investment Management America history | 13.49K | $571.09K | 0.00% | Hold |
| UBS Group AG history | 12.29K | $520.65K | 0.00% | Reduce |
| AQR Capital Management history | 8.14K | $344.68K | 0.00% | Hold |
| Balyasny Asset Management history | 6.93K | $293.77K | 0.00% | New |
| Wells Fargo & Co history | 101 | $4.28K | 0.00% | Hold |
| Deutsche Bank AG history | 18 | $762 | 0.00% | New |
Q3 2025 — 24 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 2.12M | $85.60M | 0.01% | Reduce |
| Franklin Resources history | 1.35M | $54.37M | 0.01% | Reduce |
| BlackRock Inc history | 984.69K | $39.72M | 0.00% | Add |
| JPMorgan Chase & Co history | 589.02K | $23.76M | 0.00% | Add |
| Arrowstreet Capital history | 581.25K | $23.45M | 0.01% | Add |
| Principal Global Investors history | 534.61K | $21.57M | 0.01% | Add |
| Morgan Stanley history | 420.40K | $16.96M | 0.00% | Add |
| Millennium Management history | 383.63K | $15.48M | 0.01% | Add |
| Marshall Wace history | 357.53K | $14.42M | 0.01% | Reduce |
| Fidelity International (FIL) history | 236.76K | $9.55M | 0.01% | Add |
| Lazard Asset Management history | 119.31K | $4.81M | 0.01% | Hold |
| Goldman Sachs Group history | 104.46K | $4.21M | 0.00% | Add |
| Northern Trust Corp history | 63.96K | $2.58M | 0.00% | Reduce |
| Bank of America Corp history | 59.31K | $2.39M | 0.00% | Reduce |
| Point72 Asset Management history | 38.02K | $1.53M | 0.00% | Add |
| UBS Group AG history | 34.66K | $1.40M | 0.00% | Add |
| Wellington Management Group history | 29.33K | $1.18M | 0.00% | New |
| Geode Capital Management history | 22.33K | $900.95K | 0.00% | Add |
| Dodge & Cox history | 17.39K | $701.55K | 0.00% | Hold |
| Legal & General Investment Management America history | 13.49K | $544.08K | 0.00% | Hold |
| AQR Capital Management history | 8.14K | $328.25K | 0.00% | Reduce |
| Citadel Advisors history | 7.31K | $294.85K | 0.00% | Reduce |
| Wells Fargo & Co history | 101 | $4.07K | 0.00% | Reduce |
| Citigroup Inc history | 79 | $3.16K | 0.00% | New |
Q2 2025 — 24 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 2.17M | $82.64M | 0.01% | Reduce |
| Franklin Resources history | 1.48M | $56.46M | 0.01% | Reduce |
| BlackRock Inc history | 902.60K | $34.42M | 0.00% | Add |
| Marshall Wace history | 519.32K | $19.80M | 0.02% | Add |
| Arrowstreet Capital history | 502.91K | $19.18M | 0.01% | Add |
| JPMorgan Chase & Co history | 481.73K | $18.37M | 0.00% | Add |
| Principal Global Investors history | 429.82K | $16.39M | 0.01% | Add |
| Morgan Stanley history | 354.91K | $13.53M | 0.00% | Add |
| Fidelity International (FIL) history | 193.38K | $7.37M | 0.01% | Add |
| Millennium Management history | 187.18K | $7.14M | 0.00% | Add |
| Citadel Advisors history | 93.85K | $3.58M | 0.00% | Add |
| Goldman Sachs Group history | 72.97K | $2.78M | 0.00% | Add |
| Bank of America Corp history | 72.32K | $2.76M | 0.00% | Reduce |
| Northern Trust Corp history | 66.31K | $2.53M | 0.00% | Reduce |
| Point72 Asset Management history | 36.99K | $1.41M | 0.00% | Reduce |
| UBS Group AG history | 27.20K | $1.04M | 0.00% | Add |
| Geode Capital Management history | 20.65K | $787.35K | 0.00% | Add |
| Dodge & Cox history | 17.39K | $663.12K | 0.00% | Reduce |
| Maverick Capital history | 15.40K | $587.28K | 0.01% | Hold |
| Legal & General Investment Management America history | 13.49K | $514.35K | 0.00% | Hold |
| Balyasny Asset Management history | 12.87K | $490.77K | 0.00% | Reduce |
| AQR Capital Management history | 9.23K | $352.13K | 0.00% | New |
| Wells Fargo & Co history | 2.65K | $101.20K | 0.00% | Add |
| Lazard Asset Management history | 119.73K | $4.57K | 0.01% | Add |
Q1 2025 — 23 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 2.38M | $78.88M | 0.01% | Add |
| Franklin Resources history | 1.68M | $55.67M | 0.02% | Reduce |
| BlackRock Inc history | 780.19K | $25.85M | 0.00% | Add |
| Principal Global Investors history | 396.36K | $13.13M | 0.01% | Add |
| JPMorgan Chase & Co history | 367.29K | $12.17M | 0.00% | Add |
| Morgan Stanley history | 346.27K | $11.47M | 0.00% | Add |
| Arrowstreet Capital history | 262.99K | $8.71M | 0.01% | Reduce |
| Marshall Wace history | 249.61K | $8.27M | 0.01% | Add |
| Millennium Management history | 150.96K | $5.00M | 0.00% | Reduce |
| Fidelity International (FIL) history | 150.54K | $4.99M | 0.01% | New |
| Bank of America Corp history | 98.09K | $3.25M | 0.00% | Add |
| Northern Trust Corp history | 66.98K | $2.22M | 0.00% | Add |
| Goldman Sachs Group history | 63.96K | $2.12M | 0.00% | Add |
| Point72 Asset Management history | 47.37K | $1.57M | 0.00% | New |
| Citadel Advisors history | 35.80K | $1.19M | 0.00% | Add |
| Dodge & Cox history | 25.17K | $833.85K | 0.00% | Reduce |
| Balyasny Asset Management history | 21.09K | $698.64K | 0.00% | Add |
| Geode Capital Management history | 18.82K | $623.67K | 0.00% | Add |
| Maverick Capital history | 15.40K | $510.27K | 0.01% | New |
| Legal & General Investment Management America history | 13.49K | $447.38K | 0.00% | Reduce |
| UBS Group AG history | 6.33K | $209.75K | 0.00% | Reduce |
| Wells Fargo & Co history | 1.47K | $48.80K | 0.00% | New |
| Lazard Asset Management history | 85.17K | $2.82K | 0.01% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 538.78K sh · $30.33M
- Balyasny Asset Management 4.35K sh · $248.00K
- Citigroup Inc 6 sh · $336
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 2.31M | 1.89M | 2.10M | 2.12M | 2.17M | 2.38M | 2.19M | 2.19M | 2.63M | 2.64M | 2.66M | 2.95M | 2.66M | 2.61M | 1.69M | 1.68M | 1.69M | 1.69M | 1.77M | 1.66M |
| BlackRock Inc | 1.56M | 1.76M | 1.74M | 984.69K | 902.60K | 780.19K | 680.90K | 897.97K | — | — | — | — | — | — | — | — | — | — | — | — |
| Lazard Asset Management | 1.12M | 171.34K | 166.01K | 119.31K | 119.73K | 85.17K | 47.13K | — | 443 | — | — | 1.46K | — | — | — | — | — | — | — | — |
| Franklin Resources | 1.01M | 1.24M | 1.30M | 1.35M | 1.48M | 1.68M | 1.99M | 2.07M | 2.10M | 2.20M | 2.68M | 2.74M | 2.79M | 2.79M | 2.86M | 2.97M | 2.82M | 2.79M | 3.20M | 3.18M |
| Marshall Wace | 983.08K | 360.09K | 306.58K | 357.53K | 519.32K | 249.61K | 172.12K | 79.93K | 84.38K | 13.10K | — | — | 21.64K | 52.13K | 47.97K | 21.10K | 10.05K | — | 12.08K | 138.50K |
| JPMorgan Chase & Co | 538.78K | — | 631.17K | 589.02K | 481.73K | 367.29K | 276.27K | 288.30K | 300.94K | 253.95K | 214.32K | 229.34K | 172.89K | 175.10K | 175.10K | 175.75K | 181.65K | 181.65K | 186.58K | 383.96K |
| Arrowstreet Capital | 511.57K | 516.78K | 575.96K | 581.25K | 502.91K | 262.99K | 274.87K | 227.57K | 180.88K | 153.26K | 43.32K | 43.32K | 43.32K | 43.32K | 43.32K | — | — | — | — | — |
| Morgan Stanley | 433.04K | 539.04K | 668.68K | 420.40K | 354.91K | 346.27K | 228.28K | 116.61K | 132.96K | 69.18K | 77.67K | 52.62K | 65.56K | 44.55K | 82.03K | 84.96K | 89.12K | 42.14K | 39.55K | 57.34K |
| UBS Group AG | 131.93K | 21.68K | 12.29K | 34.66K | 27.20K | 6.33K | 18.23K | — | 6 | 438 | 102 | — | 463 | 461 | 929 | 701 | 686 | — | 927 | 1.08K |
| Fidelity International (FIL) | 88.47K | 120.28K | 218.40K | 236.76K | 193.38K | 150.54K | — | — | — | — | — | — | — | — | — | — | — | — | — | 16.88K |
| Deutsche Bank AG | 83.96K | 83.97K | 18 | — | — | — | — | — | — | — | — | — | 2.12K | 3.24K | 3.24K | 3.23K | 3.21K | 4.12K | 2.50K | 2.50K |
| Goldman Sachs Group | 81.27K | 55.71K | 104.36K | 104.46K | 72.97K | 63.96K | 14.79K | 20.64K | — | 31.32K | — | — | — | — | — | — | — | — | 8.33K | 10.46K |
| Millennium Management | 80.25K | 662.08K | 639.38K | 383.63K | 187.18K | 150.96K | 556.97K | 25.21K | 24.82K | 10.01K | 17.42K | 64.69K | 47.88K | 146.89K | 164.72K | — | — | — | — | — |
| Point72 Asset Management | 79.55K | 82.68K | 171.54K | 38.02K | 36.99K | 47.37K | — | — | — | — | — | — | 10.90K | 12.70K | — | — | — | — | — | — |
| Northern Trust Corp | 62.66K | 63.03K | 63.48K | 63.96K | 66.31K | 66.98K | 61.21K | 30.07K | 26.57K | 14.69K | — | — | — | — | — | 12.07K | 13.13K | — | — | — |
| Bank of America Corp | 53.79K | 65.98K | 98.28K | 59.31K | 72.32K | 98.09K | 28.88K | 11.96K | 11.22K | 130 | 47.31K | 2.31K | 16.83K | 1.29K | 1.30K | 2.05K | 1.98K | 1.91K | 1.71K | 2.08K |
| AQR Capital Management | 36.50K | 44.33K | 8.14K | 8.14K | 9.23K | — | — | — | — | — | — | — | — | — | 17.71K | 32.18K | 32.18K | 32.18K | 32.18K | 32.18K |
| Geode Capital Management | 24.36K | 24.36K | 23.61K | 22.33K | 20.65K | 18.82K | 17.33K | 16.80K | 16.40K | 14.76K | — | — | — | — | — | 11.71K | 10.73K | 10.73K | 10.73K | 10.73K |
| Legal & General Investment Management America | 18.38K | 18.86K | 13.49K | 13.49K | 13.49K | 13.49K | 13.66K | 13.66K | 13.95K | 13.95K | — | — | 200 | 19.58K | 19.82K | 23.48K | 22.42K | 19.68K | 19.21K | 18.21K |
| Dodge & Cox | 17.39K | 17.39K | 17.39K | 17.39K | 17.39K | 25.17K | 25.87K | 25.87K | 27.01K | 27.01K | 27.01K | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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