Intercorp Financial Services Inc. (IFS) has 15 known insider and institutional holders on record. The largest holder is OAKTREE CAPITAL MANAGEMENT LLC with 1,419,626 shares. Other notable holders include INTERCORP PERU LTD and OCM PRINCIPAL OPPORTUNITIES FUND II LP.
Over the last 12 months, insiders have made 10 transactions in IFS stock — 0 buys (valued at RSU Award) and 0 sells (valued at RSU Award).
IFS Insider Ownership
Top Holder
OAKTREE CAPITAL MANAGEMENT LLC
1,419,626 shares
Buys (12 mo)
0
$0.00 value
Sells (12 mo)
0
$0.00 value
12-Month Transaction Activity
Top Insider Holders
| # |
Name |
Role |
Shares Owned |
Last Filed |
Relative Size |
| 1 |
Oaktree Capital Management Llc |
10 Percent Owner |
1,419,626 |
2006-08-17 |
|
| 2 |
Intercorp Peru Ltd |
10 Percent Owner |
816,166 |
2023-12-20 |
|
| 3 |
Ocm Principal Opportunities Fund Ii Lp |
10 Percent Owner |
709,813 |
2006-08-17 |
|
| 4 |
Schapiro Ian |
Director |
455,248 |
2006-09-06 |
|
| 5 |
Montgomery Terence R |
CFO & Senior Vice President |
65,768 |
2007-06-20 |
|
| 6 |
Helwig David R |
CEO and President |
48,300 |
2006-11-08 |
|
| 7 |
Castellanos Lopez Torres Luis Felipe |
Chief Executive Officer |
31,610 |
2026-04-01 |
|
| 8 |
Buckman Frederick W |
Director |
19,913 |
2006-09-22 |
|
| 9 |
Macfarland Walt |
Executive VP, Electric |
18,750 |
2005-11-29 |
|
| 10 |
Marshall John R |
Other: Chairman of the Board |
8,975 |
2004-05-20 |
|
| 11 |
Daily Paul M |
Pres/ceo, Infrs. Underground |
7,600 |
2007-08-08 |
|
| 12 |
Conaway John Michal |
Director |
5,000 |
2007-06-07 |
|
| 13 |
Winter Terry M |
Director |
2,000 |
2006-11-08 |
|
| 14 |
Aljovin Gazzani Lucia Cayetana |
Director |
1,200 |
2026-03-18 |
|
| 15 |
Santa Maria Guzman Hugo Antonio |
Director |
225 |
2026-03-18 |
|
Recent Transactions (last 12 months)
| Date |
Name |
Role |
Type |
Shares |
Price |
Value |
| 2026-03-18 |
Castellanos Lopez Torres Luis Felipe |
Chief Executive Officer |
Unknown |
- |
- |
- |
| 2026-03-18 |
Rodriguez-pastor Persivale Carlos Tomas |
Director |
Unknown |
- |
- |
- |
| 2026-03-18 |
Martinez Barros Ramon Guillermo |
Director |
Unknown |
- |
- |
- |
| 2026-03-18 |
Zavala Lombardi Fernando Martin |
Director |
Unknown |
- |
- |
- |
| 2026-03-18 |
Vera Villacorta Liliana Elcira |
Officer |
Unknown |
- |
- |
- |
| 2026-03-18 |
Morris Guerinoni Felipe Federico Roy |
Director |
Unknown |
- |
- |
- |
| 2026-03-18 |
Casassa Ramat Michela |
Officer |
Unknown |
- |
- |
- |
| 2026-03-18 |
Sandoval Zavala Alejandro Christian |
Director |
Unknown |
- |
- |
- |
| 2026-03-18 |
Aljovin Gazzani Lucia Cayetana |
Director |
Unknown |
- |
- |
- |
| 2026-03-18 |
Santa Maria Guzman Hugo Antonio |
Director |
Unknown |
- |
- |
- |
