CIK: 0000040729
Total reported value
$803.8M
Reporting period: 2026-03-31 · Number of holdings: 125
Ally Financial Inc. disclosed 125 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $803.8M and a quarterly turnover rate of 70.0%.
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Ally Financial Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.036 — mathematically equivalent to about 28 equally-sized positions, well below its 125 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.88), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim RSP
-82.9% -$122.0M
Trim IJR
-87.5% -$67.1M
Trim MRK
-83.7% -$13.1M
Add MSFT
+107.1% $11.9M
Add AAPL
+533.3% $8.0M
Add NVDA
+36.8% $5.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.89% | +11.89% | NEW | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 9.42% | — | — | |
| 3 | AMZN | Amazon.com INC | Stock-Consumer Disc | 4.61% | -0.41% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.01% | +1.53% | +107.14% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.38% | +0.78% | +36.84% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.13% | -14.83% | -82.94% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.09% | +3.09% | NEW | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.53% | +0.35% | +31.48% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.50% | — | — | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.34% | +2.34% | NEW | |
| 11 | PEP | Pepsico INC | Stock-Consumer Staples | 2.18% | — | — | |
| 12 | VZ | Verizon Communications INC | Stock-Comm Services | 1.81% | +0.37% | — | |
| 13 | PFE | Pfizer INC | Stock-Healthcare | 1.56% | — | — | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.48% | — | — | |
| 15 | AVGO | Broadcom INC | Stock-Tech | 1.48% | +1.48% | NEW | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.25% | +0.63% | +163.46% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.24% | -8.17% | -87.52% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.21% | +1.21% | NEW | |
| 19 | AAPL | Apple INC | Stock-Tech | 1.20% | +1.00% | +533.33% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.17% | — | +29.17% | |
| 21 | UNH | Unitedhealth Group INC | Stock-Healthcare | 1.01% | -0.20% | — | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | +0.45% | +112.50% | |
| 23 | NFLX | Netflix INC | Stock-Comm Services | 0.93% | — | — | |
| 24 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.91% | — | — | |
| 25 | MA | Mastercard INC - A | Stock-Financials | 0.90% | — | +31.82% | |
| 26 | NKE | Nike INC -cl B | Stock-Consumer Disc | 0.87% | — | — | |
| 27 | BA | Boeing Co/the | Stock-Industrials | 0.87% | — | — | |
| 28 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.86% | — | — | |
| 29 | DHR | Danaher CORP | Stock-Healthcare | 0.85% | — | — | |
| 30 | APD | Air Products & Chemicals INC | Stock-Materials | 0.83% | — | — | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.82% | +0.45% | +166.67% | |
| 32 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.80% | — | — | |
| 33 | CRM | Salesforce INC | Stock-Tech | 0.75% | -0.30% | — | |
| 34 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.73% | — | — | |
| 35 | TGT | Target CORP | Stock-Consumer Disc | 0.72% | — | — | |
| 36 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 0.67% | +0.53% | +450.00% | |
| 37 | AMT | American Tower CORP | Stock-Real Estate | 0.67% | — | — | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | — | +12.50% | |
| 39 | WFC | Wells Fargo & Co | Stock-Financials | 0.62% | — | +43.18% | |
| 40 | ADBE | Adobe INC | Stock-Tech | 0.62% | -0.26% | — | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.61% | +0.27% | +100.00% | |
| 42 | BLK | Blackrock INC | Stock-Financials | 0.60% | +0.34% | +150.00% | |
| 43 | KKR | Kkr & Co INC | Stock-Financials | 0.58% | +0.33% | +212.50% | |
| 44 | WBD | Warner Bros Discovery INC | Stock-Comm Services | 0.57% | — | — | |
| 45 | PYPL | Paypal Holdings INC | Stock-Financials | 0.53% | — | — | |
| 46 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.52% | +0.39% | +500.00% | |
| 47 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.51% | — | — | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.50% | — | — | |
| 49 | ABBV | Abbvie INC | Stock-Healthcare | 0.49% | — | — | |
| 50 | HD | Home Depot INC | Stock-Consumer Disc | 0.45% | +0.26% | +144.44% |
Performance for Q3 2026
+0.3%
Performance Last 4 Quarters
+15.5%
Based on 82% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 125 | $803.8M | 70 | |
| 2025-12-31 | 110 | $819.0M | 24 | |
| 2025-09-30 | 105 | $809.9M | 56 | |
| 2025-06-30 | 105 | $885.2M | 0 | |
| 2025-03-31 | 109 | $891.2M | 100 | |
| 2024-12-31 | 107 | $820.0M | 0 | |
| 2024-09-30 | 107 | $827.9M | 0 | |
| 2024-06-30 | 113 | $806.2M | 0 | |
| 2024-03-31 | 108 | $740.7M | 0 | |
| 2023-12-31 | 100 | $765.3M | 0 | |
| 2023-09-30 | 106 | $680.3M | 0 | |
| 2023-06-30 | 97 | $714.8M | 0 | |
| 2023-03-31 | 90 | $675.7M | 0 | |
| 2022-12-31 | 102 | $641.7M | 0 | |
| 2022-09-30 | 111 | $606.3M | 0 | |
| 2022-06-30 | 116 | $733.2M | 0 | |
| 2022-03-31 | 119 | $868.0M | 0 | |
| 2021-12-31 | 115 | $1.1B | 0 | |
| 2021-09-30 | 117 | $1.0B | 0 | |
| 2021-06-30 | 120 | $1.0B | 100 | |
| 2021-03-31 | 111 | $1.0B | 51 | |
| 2020-12-31 | 119 | $1.1B | 71 | |
| 2020-09-30 | 113 | $621.4M | 29 | |
| 2020-06-30 | 112 | $607.6M | 90 | |
| 2020-03-31 | 125 | $936.7M | 90 | |
| 2019-12-31 | 111 | $608.7M | 60 | |
| 2019-09-30 | 104 | $562.3M | 36 | |
| 2019-06-30 | 102 | $581.9M | 46 | |
| 2019-03-31 | 106 | $524.6M | 68 | |
| 2018-12-31 | 130 | $766.1M | 77 | |
| 2018-09-30 | 105 | $503.2M | 53 | |
| 2018-06-30 | 115 | $509.0M | 64 | |
| 2018-03-31 | 129 | $667.6M | 77 | |
| 2017-12-31 | 115 | $517.8M | 76 | |
| 2017-09-30 | 108 | $525.3M | 57 | |
| 2017-06-30 | 107 | $504.6M | 75 | |
| 2017-03-31 | 102 | $443.6M | 70 | |
| 2016-12-31 | 103 | $595.2M | 47 | |
| 2016-09-30 | 100 | $569.8M | 43 | |
| 2016-06-30 | 109 | $599.0M | 57 | |
| 2016-03-31 | 128 | $716.2M | 60 | |
| 2015-12-31 | 122 | $716.6M | 50 | |
| 2015-09-30 | 139 | $985.3M | 35 | |
| 2015-06-30 | 128 | $987.6M | 47 | |
| 2015-03-31 | 131 | $966.7M | 69 | |
| 2014-12-31 | 130 | $905.8M | 64 | |
| 2014-09-30 | 129 | $728.1M | 51 | |
| 2014-06-30 | 123 | $849.5M | 44 | |
| 2014-03-31 | 134 | $938.5M | 55 | |
| 2013-12-31 | 122 | $939.8M | 31 | |
| 2013-09-30 | 114 | $917.6M | 50 | |
| 2013-06-30 | 131 | $1.0B | — |
Ally Financial Inc.'s most significant position changes for 2026-03-31: New buy: Ss Spdr S&p 500 ETF Trust-us (SPY); New buy: Invesco Qqq Trust Series 1 (QQQ); New buy: Alphabet Inc-cl C (GOOG); New buy: Broadcom INC (AVGO); New buy: Jpmorgan Chase & Co (JPM).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.5% | +107.14% | Add |
| 2 | AAPL | Apple INC | +1% | +533.33% | Add |
| 3 | NVDA | Nvidia CORP | +0.8% | +36.84% | Add |
| 4 | ORCL | Oracle CORP | +0.6% | +163.46% | Add |
| 5 | TMO | Thermo Fisher Scientific INC | +0.5% | +450.00% | Add |
| 6 | ABT | Abbott Laboratories | +0.5% | +166.67% | Add |
| 7 | LLY | Eli Lilly & Co | +0.5% | +112.50% | Add |
| 8 | BSX | Boston Scientific CORP | +0.4% | +500.00% | Add |
| 9 | VZ | Verizon Communications INC | +0.4% | — | Unchanged |
| 10 | META | Meta Platforms Inc-class A | +0.4% | +31.48% | Add |
| 11 | BLK | Blackrock INC | +0.3% | +150.00% | Add |
| 12 | KKR | Kkr & Co INC | +0.3% | +212.50% | Add |
| 13 | BAC | Bank Of America CORP | +0.3% | +100.00% | Add |
| 14 | HD | Home Depot INC | +0.3% | +144.44% | Add |
| 15 | UNH | Unitedhealth Group INC | -0.2% | — | Unchanged |
| 16 | WDAY | Workday Inc-class A | -0.2% | — | Unchanged |
| 17 | ADBE | Adobe INC | -0.3% | — | Unchanged |
| 18 | CRM | Salesforce INC | -0.3% | — | Unchanged |
| 19 | AMZN | Amazon.com INC | -0.4% | — | Unchanged |
| 20 | USB | US Bancorp | -0.4% | -69.23% | Trim |
| 21 | LIN | Linde plc | -0.5% | -83.33% | Trim |
| 22 | MRK | Merck & Co. INC. | -1.6% | -83.66% | Trim |
| 23 | IJR | Ishares Core S&p Small-cap E | -8.2% | -87.52% | Trim |
| 24 | RSP | Invesco S&p 500 Equal Weight | -14.8% | -82.94% | Trim |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 26 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 27 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 28 | AVGO | Broadcom INC | — | NEW | New buy |
| 29 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 30 | LMT | Lockheed Martin CORP | — | EXIT | Sold out |
| 31 | MCD | Mcdonald's CORP | — | EXIT | Sold out |
| 32 | INTC | Intel CORP | — | EXIT | Sold out |
| 33 | CSX | Csx CORP | — | EXIT | Sold out |
| 34 | FDX | Fedex CORP | — | EXIT | Sold out |
| 35 | BKNG | Booking Holdings INC | — | NEW | New buy |
| 36 | KO | Coca-cola Co/the | — | EXIT | Sold out |
| 37 | CB | Chubb Limited | — | EXIT | Sold out |
| 38 | SYK | Stryker CORP | — | NEW | New buy |
| 39 | TXN | Texas Instruments INC | — | EXIT | Sold out |
| 40 | ECL | Ecolab INC | — | NEW | New buy |
| 41 | BX | Blackstone INC | — | NEW | New buy |
| 42 | TFC | Truist Financial CORP | — | EXIT | Sold out |
| 43 | MO | Altria Group INC | — | EXIT | Sold out |
| 44 | COIN | Coinbase Global INC -class A | — | NEW | New buy |
| 45 | COST | Costco Wholesale CORP | — | EXIT | Sold out |
| 46 | AXP | American Express Co | — | NEW | New buy |
| 47 | RDDT | Reddit Inc-cl A | — | NEW | New buy |
| 48 | MRVL | Marvell Technology INC | — | NEW | New buy |
| 49 | ISRG | Intuitive Surgical INC | — | NEW | New buy |
| 50 | ELAN | Elanco Animal Health INC | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-12 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-13 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-13 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-13 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-14 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-12 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-13 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-10 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-10 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-10 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-13 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-14 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-12 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-13 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-13 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-14 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-13 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-13 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-13 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-14 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-13 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-13 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-14 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-13 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-13 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-11 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-12 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-13 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-12 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-13 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-12 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-13 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-15 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-13 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-14 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-15 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-14 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-14 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-14 | 13F-HR | View on EDGAR |
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