Intercorp Financial Services Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of IFS?
Owner Type	Number of Shares	Ownership Percentage
Institutions	10,924,841	9.55%
General Public	22,000,317	19.2%
Private Companies	81,507,547	71.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 80.32% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
71.2%	Intercorp Perú Ltd.	81,507,547	US$2.4b	0%	no data
1.91%	FMR LLC	2,185,484	US$63.2m	-17%	no data
1.81%	Franklin Resources, Inc.	2,071,421	US$59.9m	-1.57%	0.02%
0.89%	NWI Management LP	1,022,210	US$29.5m	0%	3.2%
0.85%	Helikon Investments Limited	974,819	US$28.2m	24.8%	1.1%
0.78%	BlackRock, Inc.	897,973	US$26.0m	41.3%	no data
0.72%	Schroder Investment Management Limited	821,025	US$23.7m	44.5%	0.01%
0.39%	LarrainVial Asset Management Administradora General de Fondos SA	449,307	US$13.0m	0%	0.59%
0.2%	Principal Global Investors, LLC	231,269	US$6.7m	351%	no data
0.2%	Arrowstreet Capital, Limited Partnership	227,573	US$6.6m	25.8%	0.01%
0.19%	Citigroup Inc.,Banking and Securities Investments	213,392	US$6.2m	467%	no data
0.18%	Lord, Abbett & Co. LLC	201,309	US$5.8m	6.12%	0.02%
0.16%	JP Morgan Asset Management	181,517	US$5.2m	-1.24%	no data
0.13%	State Street Global Advisors, Inc.	143,413	US$4.1m	13.3%	no data
0.12%	DePrince, Race & Zollo, Inc.	132,525	US$3.8m	0%	0.08%
0.1%	Morgan Stanley, Investment Banking and Brokerage Investments	116,376	US$3.4m	-12.5%	no data
0.093%	JPMorgan Chase & Co, Brokerage and Securities Investments	106,778	US$3.1m	-8.85%	no data
0.074%	UBS Asset Management AG	85,200	US$2.5m	-0.01%	no data
0.07%	Marshall Wace LLP	79,930	US$2.3m	-5.27%	no data
0.053%	Administradora de Fondos de Pensiones Provida S.A.	60,895	US$1.8m	0%	0.04%
0.05%	Citadel Advisors LLC	57,686	US$1.7m	20.7%	no data
0.037%	Moneda Administradora de Fondos de Inversion SA	42,580	US$1.2m	0%	0.11%
0.032%	Hudson River Trading LLC, Asset Management Arm	36,634	US$1.1m	-22.1%	0.01%
0.03%	Acadian Asset Management LLC	34,289	US$990.8k	56.2%	no data
0.029%	American Century Investment Management Inc	33,291	US$962.0k	3.31%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 07:47
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Intercorp Financial Services Inc. is covered by 15 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Roberto de Aguiar Attuch	Barclays
Ernesto Gabilondo Márquez	BofA Global Research
Alonso Aramburú	BTG Pactual