Which investors have the most exposure to the Financials sector?

This page ranks tracked institutional investors by the share of their most recent 13F portfolio held in Financials sector companies. The leaderboard above lists them highest-exposure first.

How is Financials sector exposure calculated?

For each institutional filer, we sum the market value of holdings classified in the Financials GICS sector and divide by total disclosed portfolio value. All data is sourced from SEC Form 13F-HR filings.

How current is this data?

13F filings are disclosed quarterly with a 45-day reporting delay. This page recomputes as new filings are ingested.

Is this investment advice?

No. This is a factual, descriptive summary of public filing data — not investment advice, a recommendation, or a prediction.

Financials Sector

Top institutional investors by disclosed sector exposure

For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

Banks, insurers, asset managers, and diversified financial firms. The leaderboard below ranks tracked institutional investors by the share of their most recent 13F portfolio held in Financials companies. All data sourced from SEC EDGAR.

Sourced from SEC EDGAR public filings

#	Investor	Financials Exposure	Value in Sector	Portfolio Value
1	Warren BuffettBerkshire Hathaway	36.2%	$95.3B	$263.1B
2	Seth KlarmanBaupost Group	14.1%	$719.8M	$5.1B
3	Cathie WoodARK Investment Management	3.3%	$418.9M	$12.9B
4	Ray DalioBridgewater Associates	1.8%	$296.4M	$16.1B

Warren Buffett

$95.3B in sector

36.2%2

Seth Klarman

$719.8M in sector

14.1%3

Cathie Wood

$418.9M in sector

3.3%4

Ray Dalio

$296.4M in sector

1.8%

Frequently asked questions

Which investors have the most exposure to the Financials sector?: This page ranks tracked institutional investors by the share of their most recent 13F portfolio held in Financials sector companies. The leaderboard above lists them highest-exposure first.
How is Financials sector exposure calculated?: For each institutional filer, we sum the market value of holdings classified in the Financials GICS sector and divide by total disclosed portfolio value. All data is sourced from SEC Form 13F-HR filings.
How current is this data?: 13F filings are disclosed quarterly with a 45-day reporting delay. This page recomputes as new filings are ingested.
Is this investment advice?: No. This is a factual, descriptive summary of public filing data — not investment advice, a recommendation, or a prediction.

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