Intercorp Financial Services

IFS • NYSE

Intercorp Financial Services is a banks - regional company in the financial services sector on NYSE, with a market cap of $4.6B. As of Q3 2025, 14% of shares are held by 97 institutional investors, with FMR LLC as the largest holder at 1.9%.

Market Cap$4.6B

Banks - Regional

Financial Services

Employees6.3K

Websiteifs.com.pe

Overview

Overview of institutional ownership in IFS as of Q3 2025 with a market cap of $4.5B

All Institutions

Institutions: 97
Value Held: $642.2M
Shares Held: 15.9M
Avg Position: $6.6M
Median Position: $1.1M

Hedge Funds

Hedge Funds: 18
Value Held: $108.7M
Shares Held: 2.7M
Avg Position: $6.0M
Median Position: $1.2M

Ownership Breakdown

Institutional (non-HF)

11.85%

$533.5M

Hedge Funds

2.42%

$108.7M

Retail & Other

85.73%

$3.9B

Based on market cap of $4.5B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in IFS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
FMR LLC Institution	-	$85.6M 0.00% of portfolio	1.90% 2.1M shares	Q3 2019 Held for 6y 2m	$1.92T
FRANKLIN RESOURCES INC Institution	Gregory E. Johnson CEO	$54.4M 0.01% of portfolio	1.21% 1.3M shares	Q4 2019 Held for 5y 11m	$395.36B
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	Gillian Morna Therese Savage CEO	$44.2M 0.09% of portfolio	0.98% 1.1M shares	Q2 2021 Held for 4y 5m	$51.5B
N NWI MANAGEMENT LP Hedge Fund•Global Macro	Jayachandrika Hariharan Managing Partner	$41.2M 4.68% of portfolio	0.92% 1.0M shares	Q4 2019 Held for 5y 11m	$880.8M
B BlackRock, Inc. Institution	-	$39.7M 0.00% of portfolio	0.88% 984.7K shares	Q4 2020 Held for 4y 11m	$5.67T
H Helikon Investments Ltd Institution	-	$37.7M 2.61% of portfolio	0.84% 935.7K shares	Q2 2023 Held for 2y 5m	$1.4B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$23.8M 0.00% of portfolio	0.53% 589.0K shares	Q3 2019 Held for 6y 2m	$1.56T
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	Anthony Ryan CEO	$23.4M 0.01% of portfolio	0.52% 581.2K shares	Q4 2022 Held for 2y 11m	$158.92B
SCHRODER INVESTMENT MANAGEMENT GROUP RIA/Wealth	Toby James Glover CEO	$22.6M 0.02% of portfolio	0.50% 559.4K shares	Q4 2020 Held for 4y 11m	$125.97B
PRINCIPAL FINANCIAL GROUP INC Institution	Deanna Strable CEO	$21.6M 0.01% of portfolio	0.48% 534.6K shares	Q1 2023 Held for 2y 8m	$197.71B

Net Capital Flow

Institutional buying and selling activity for IFS in Q3 2025

Traded: +$12.0M
Buyers: 54
Sellers: 35
Total Bought: +$73.6M
Total Sold: −$61.6M
Avg Position: $5.9M

Biggest Buyers

Institution	Net Bought	Current Position
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$7.9M +196.5K shares	$15.5M 383.6K shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Long Only Manager	+$7.6M +189.1K shares	$15.2M 376.6K shares
STATE STREET CORP Institution	+$4.5M +110.5K shares	$12.2M 303.1K shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	+$4.4M +110.3K shares	$44.2M 1.1M shares
Banco BTG Pactual S.A. Private Equity	+$4.4M +110.0K shares	$5.2M 129.7K shares
JPMORGAN CHASE & CO Institution	+$4.3M +107.3K shares	$23.8M 589.0K shares
PRINCIPAL FINANCIAL GROUP INC Institution	+$4.2M +104.8K shares	$21.6M 534.6K shares
MIRABELLA FINANCIAL SERVICES LLP Institution	+$3.9M +97.3K shares	$3.9M 97.3K shares
B BlackRock, Inc. Institution	+$3.3M +82.1K shares	$39.7M 984.7K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	+$3.2M +78.3K shares	$23.4M 581.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
H Helikon Investments Ltd Institution	−$10.2M −252.5K shares	$37.7M 935.7K shares
F Fourth Sail Capital LP Institution	−$9.2M −229.0K shares	$9.3M 230.0K shares
S Sagil Capital LLP Institution	−$7.6M −199.6K shares	Sold Off 0 shares
Marshall Wace LLP Institution	−$6.5M −161.8K shares	$14.4M 357.5K shares
J JANE STREET GROUP, LLC Institution	−$6.0M −157.8K shares	Sold Off 0 shares
FRANKLIN RESOURCES INC Institution	−$5.4M −133.0K shares	$54.4M 1.3M shares
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC Long Only Manager	−$2.7M −71.0K shares	Sold Off 0 shares
FMR LLC Institution	−$1.8M −45.4K shares	$85.6M 2.1M shares
S State of New Jersey Common Pension Fund D Institution	−$1.6M −42.8K shares	Sold Off 0 shares
Nipun Capital, L.P. Hedge Fund•Sector	−$1.6M −41.0K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IFS in Q3 2025

New Positions: 10
New Value: $5.4M
Exited Positions: 12
Exited Value: $22.6M

New Positions

Institution	Position Value
D DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Institution	$1.8M 44.8K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	$1.2M 29.3K shares
Voleon Capital Management LP Hedge Fund•Quant	$753.4K 18.7K shares
Toroso Investments, LLC ETF Provider	$552.4K 13.7K shares
B BENJAMIN EDWARDS INC Institution	$430.7K 10.7K shares
D Dynamic Technology Lab Private Ltd Institution	$325.3K 8.1K shares
PINNACLE ASSOCIATES LTD Long Only Manager	$274.6K 6.8K shares
Caitong International Asset Management Co., Ltd RIA/Wealth	$14.6K 361.0 shares
Q Quarry LP Institution	$14.2K 351.0 shares
H HighMark Wealth Management LLC RIA/Wealth	$1.7K 43.0 shares

Exited Positions

Institution	Previous Position
S Sagil Capital LLP Institution	$7.6M 199.6K shares
J JANE STREET GROUP, LLC Institution	$6.0M 157.8K shares
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC Long Only Manager	$2.7M 71.0K shares
S State of New Jersey Common Pension Fund D Institution	$1.6M 42.8K shares
Nipun Capital, L.P. Hedge Fund•Sector	$1.6M 41.0K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	$983.8K 25.8K shares
M MAVERICK CAPITAL LTD Hedge Fund•Long/Short	$587.3K 15.4K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$564.7K 14.8K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$490.8K 12.9K shares
V Virtu Financial LLC Institution	$211.6K 5.5K shares

Options Activity

Institutions with the largest Call and Put options positions in IFS as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IFS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
N NWI MANAGEMENT LP Hedge Fund•Global Macro	Jayachandrika Hariharan Managing Partner	4.68% $41.2M	0.92% 1.0M shares	Q4 2019 Held for 5y 11m	$880.8M
H Helikon Investments Ltd Institution	-	2.61% $37.7M	0.84% 935.7K shares	Q2 2023 Held for 2y 5m	$1.4B
GLOBEFLEX CAPITAL L P Long Only Manager	Marina Loretta Marrelli CEO	2.29% $14.7M	0.33% 365.5K shares	Q1 2025 Held for 8 months	$644.8M
F Fourth Sail Capital LP Institution	-	2.28% $9.3M	0.21% 230.0K shares	Q1 2025 Held for 8 months	$407.6M
L Lingohr & Partner Asset Management GmbH Institution	-	1.88% $1.6M	0.04% 40.5K shares	Q2 2025 Held for 5 months	$87.0M
Banco BTG Pactual S.A. Private Equity	Christian Albrecht Wulf Von Schimmelmann Managing Partner	0.77% $5.2M	0.12% 129.7K shares	Q4 2024 Held for 11 months	$679.5M
Sheets Smith Investment Management RIA/Wealth	Zolly Cornell Bowden President	0.68% $1.0M	0.02% 25.8K shares	Q2 2025 Held for 5 months	$154.2M
Virtus ETF Advisers LLC Long Only Manager	Richard William Smirl President	0.39% $580.9K	0.01% 14.4K shares	Q2 2025 Held for 5 months	$148.9M
MIRABELLA FINANCIAL SERVICES LLP Institution	Jared Corey Kushner CEO	0.37% $3.9M	0.09% 97.3K shares	Q3 2024 Held for 1y 2m	$1.1B
PDT Partners, LLC Hedge Fund•Quant	Peter (Nmn) Muller CEO	0.22% $3.5M	0.08% 87.9K shares	Q3 2024 Held for 1y 2m	$1.6B

Hedge Fund Spotlight

Discover hedge funds investing in IFS

PDT Partners, LLC

Hedge Fund • Quant

Portfolio ManagerPeter (Nmn) Muller

Portfolio Value: $1.6B
Positions: 569
Last Reported: Q3 2025

Sector Allocation

Position in Intercorp Financial Services

Market Value: $3.5M
Shares Held: 87.9K
Portfolio Weight: 0.22%
Owned Since: 2024-Q3

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3 Suncor Energy SU	Oil & Gas Integrated Energy	$14.7M	0.93%