Financials Sector 13F Holdings and Industry Flows
Financials ranked 3 of 12 sectors by reported 13F value in Q2 2026. All 13F investors reported $75.9B in Financials exposure, representing +10.6% of the indexed universe. Estimated quarter-over-quarter reported value changed by $3.6B, with activity breadth of -8.4%. Banks - Diversified is the strongest industry contributor inside the sector. These figures come from delayed quarter-end 13F disclosures, not real-time trade flow.
Reported value
$75.9B
+10.6% of sector universe
QoQ value change
$3.6B
Estimated reported holdings change
Activity breadth
-8.4%
1,511 new, 4,922 increased
Filing status
8% filing progress
718 of 8,892 expected filers
Reported value share inside this sector for the latest all-investor 13F universe.
Sector rank
3 of 12
By reported Q2 2026 13F value
Symbols covered
820
622 investors with exposure
Top industry
Banks - Diversified
$11.9B reported value
The free page shows the all-investor baseline. Pro and Ultimate unlock the same sector through higher-quality investor groups.
| Investor group | Reported value | QoQ change | Net activity | Access |
|---|---|---|---|---|
All 13F Investors Broad institutional baseline across the available 13F universe. | $75.9B | $3.6B | -1,180 | Free |
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Financials industry breakdown
See which attached industries are driving the sector's latest reported 13F activity.
This table is the SEO-readable industry breakdown for the sector page.
| Industry | Reported Value | QoQ Change | Activity Breadth | Investors | New | Increased | Reduced | Avg Alpha |
|---|---|---|---|---|---|---|---|---|
| Banks - Diversified | $11.9B | $2.2B | +0.6% | 522 | 199 | 776 | 874 | -21.9 |
| Asset Management - Cryptocurrency | $23.0M | $6.5M | +15.8% | 34 | 11 | 11 | 9 | -29.4 |
| Asset Management - Income | $11.1M | -$1.9M | -33.3% | 10 | 0 | 1 | 2 | -26.9 |
| Banks | $239.1M | $62.5M | -2.6% | 32 | 8 | 11 | 14 | -28.4 |
| Financial - Diversified | $50.9M | $1.1M | -6.4% | 50 | 9 | 13 | 18 | -23.2 |
| Financial - Mortgages | $360.8M | $9.3M | -4.4% | 61 | 14 | 40 | 38 | -25.2 |
| Insurance - Specialty | $617.3M | -$6.3M | -3.0% | 92 | 27 | 70 | 81 | -23.6 |
| Insurance - Reinsurance | $115.0M | $3.0M | -8.1% | 72 | 12 | 39 | 42 | -24.0 |
| Financial - Conglomerates | $9.1M | -$2.8M | -45.5% | 13 | 3 | 3 | 8 | -22.7 |
| Insurance - Life | $7.5B | $538.6M | -4.1% | 246 | 62 | 210 | 231 | -23.0 |
| Investment - Banking & Investment Services | $1.2B | $296.2M | -8.6% | 209 | 39 | 94 | 128 | -21.3 |
| Financial - Capital Markets | $5.5B | $840.1M | -3.9% | 405 | 159 | 515 | 572 | -22.1 |
| Shell Companies | $517,000 | -$40.2M | -96.9% | 5 | 0 | 1 | 32 | -32.7 |
| Insurance - Brokers | $981.6M | $20.3M | -19.9% | 161 | 36 | 91 | 133 | -22.1 |
| Financial - Credit Services | $11.4B | $456.8M | -4.4% | 496 | 153 | 646 | 746 | -21.6 |
| Insurance - Diversified | $9.2B | $626.1M | -12.3% | 505 | 48 | 291 | 366 | -22.6 |
| Insurance - Property & Casualty | $4.1B | -$844.1M | -10.7% | 354 | 108 | 375 | 467 | -22.8 |
| Banks - Regional | $6.7B | -$334.4M | -5.8% | 395 | 380 | 889 | 1,045 | -23.0 |
| Asset Management | $10.7B | $592.8M | -12.8% | 397 | 192 | 625 | 803 | -22.7 |
| Financial - Data & Stock Exchanges | $5.3B | -$725.3M | -30.8% | 286 | 56 | 231 | 426 | -22.2 |
Stocks driving Financials institutional activity
Each ticker links into InsiderEdges stock coverage so users can keep researching the institutional ownership graph.
Top stock-level 13F flow rows inside this sector, sorted by institutional accumulation score.
| Stock | Industry | Investors | New | Increased | Reduced | Net Activity | Ownership Change | Accumulation | Smart Money |
|---|---|---|---|---|---|---|---|---|---|
| JPM JPMorgan Chase & Co. | Banks - Diversified | 480 | 13 | 198 | 226 | -18 | 0.0% | 717 | 2203 |
| BRK-B Berkshire Hathaway Inc. | Insurance - Diversified | 472 | 10 | 186 | 198 | -9 | 0.0% | 688 | 2115 |
| V Visa Inc. | Financial - Credit Services | 428 | 21 | 176 | 187 | 0 | 0.0% | 667 | 2091 |
| BAC Bank of America Corporation | Banks - Diversified | 346 | 23 | 149 | 129 | 32 | 0.0% | 564 | 1756 |
| MA Mastercard Incorporated | Financial - Credit Services | 315 | 11 | 107 | 156 | -50 | 0.0% | 455 | 1379 |
| GS The Goldman Sachs Group, Inc. | Financial - Capital Markets | 280 | 19 | 116 | 100 | 27 | 0.0% | 453 | 1456 |
| AXP American Express Company | Financial - Credit Services | 277 | 16 | 103 | 107 | 4 | 0.0% | 428 | 1363 |
| C Citigroup Inc. | Banks - Diversified | 234 | 23 | 88 | 90 | 19 | 0.0% | 391 | 1250 |
| MS Morgan Stanley | Financial - Capital Markets | 238 | 21 | 90 | 87 | 15 | 0.0% | 391 | 1227 |
| WFC Wells Fargo & Company | Banks - Diversified | 266 | 10 | 91 | 118 | -27 | 0.0% | 387 | 1157 |
| BLK BlackRock, Inc. | Asset Management | 206 | 9 | 81 | 89 | -10 | 0.0% | 314 | 974 |
| SCHW The Charles Schwab Corporation | Financial - Capital Markets | 211 | 8 | 73 | 99 | -28 | 0.0% | 308 | 952 |
13F filings are delayed regulatory disclosures. They show reported quarter-end long positions and may be submitted up to 45 days after quarter end.
Estimated QoQ change is based on reported aggregate values from the current and prior 13F quarter where available. It is not exact trade-date cash flow.
Activity breadth compares new and increased positions against reduced and closed positions. It helps separate broad participation from a narrow move.
Is this real-time Financials buying?
No. This page uses delayed 13F-implied holdings flow, not real-time institutional trading.
Why combine sector and industry analysis?
A sector move can be misleading without seeing the industries and stocks driving it. This page keeps the sector context and attached industries together.
What is locked behind Pro and Ultimate?
Paid tiers unlock better-investor cohorts, including tracked investors, outperforming 3-year investors, high-alpha investors, and five-star investors.
Compare related sector flows
Use the rest of the sector pages to see whether this move is isolated or part of a broader institutional rotation.
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