Financials — Superinvestor Holdings
Banks, insurance, asset managers, exchanges, and payment networks.
Last updated
$192.50B
Sector Total
36
Stocks Held
72
Managers Exposed
13.6%
% of Tracked Market
Across tracked superinvestor 13F filings, the Financials sector accounts for $192.50B in long equity positions (13.6% of combined market value), spread across 36 unique stocks held by 72 of 92 managers.
Top financials holdings
| Rank | Ticker | Company | Holders | Aggregate Value |
|---|---|---|---|---|
| 1 | AXP | American Express Co. | 20 | $52.97B |
| 2 | BAC | Bank of America Corporation | 18 | $29.61B |
| 3 | V | Visa, Inc. | 34 | $21.83B |
| 4 | BRK.B | Berkshire Hathaway Inc. Class B | 30 | $15.79B |
| 5 | SCHW | The Charles Schwab Corp. | 15 | $11.73B |
| 6 | COF | Capital One Financial | 19 | $10.10B |
| 7 | SPGI | S&P Global, Inc. | 18 | $9.29B |
| 8 | MA | Mastercard Incorporated | 23 | $6.26B |
| 9 | WFC | Wells Fargo & Company | 20 | $5.29B |
| 10 | BRK.A | Berkshire Hathaway Inc. Class A | 18 | $3.95B |
| 11 | ICE | Intercontinental Exchange | 9 | $3.70B |
| 12 | C | Citigroup Inc. | 12 | $3.10B |
| 13 | USB | US BANCORP DEL | 10 | $2.51B |
| 14 | SBAC | SBA Communications Corp. | 3 | $2.18B |
| 15 | KKR | KKR & Co., Inc. | 8 | $1.79B |
| 16 | JPM | JPMorgan Chase & Co. | 20 | $1.78B |
| 17 | EQIX | Equinix, Inc. | 8 | $1.54B |
| 18 | BLK | Blackrock, Inc. | 9 | $1.27B |
| 19 | MSCI | MSCI, Inc. | 7 | $1.16B |
| 20 | STT | State Street Corporation | 6 | $1.01B |
| 21 | CG | Carlyle Group | 4 | $992.8M |
| 22 | APO | APOLLO GLOBAL MGMT INC | 5 | $738.0M |
| 23 | CME | CME GROUP INC | 7 | $664.6M |
| 24 | NDAQ | NASDAQ INC | 3 | $652.4M |
| 25 | SYF | SYNCHRONY FINANCIAL | 4 | $595.3M |
| 26 | GS | The Goldman Sachs Group, Inc. | 11 | $558.0M |
| 27 | MS | Morgan Stanley | 9 | $494.8M |
| 28 | AMT | American Tower Corp | 7 | $300.3M |
| 29 | PNC | The PNC Financial Services Group, Inc. | 7 | $188.4M |
| 30 | BX | Blackstone Inc Com | 6 | $178.3M |
| 31 | CFG | CITIZENS FINL GROUP INC | 3 | $140.2M |
| 32 | PLD | Prologis, Inc. | 4 | $66.6M |
| 33 | TROW | T Rowe Price Group Inc | 5 | $42.4M |
| 34 | VTR | Ventas, Inc. | 1 | $9.9M |
| 35 | BEN | FRANKLIN RESOURCES INC | 2 | $852K |
| 36 | WELL | WELLTOWER INC | 1 | $737K |