Ally Financial Inc (ALLY) 13F Positioning & Ownership Changes (Q2 2026)

ALLY ranks #899 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

ALLY is a disclosed holding of Warren Buffett (Berkshire Hathaway Inc), one of the tracked superinvestors on AlphaSMO — it makes up 0.4% of that fund's own 13F portfolio.

ALLY is a top-conviction position for Oldfield Partners LLP — at 17.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in ALLY belongs to BlackRock, Inc., but the position matters far more to Oldfield Partners LLP, who has 17.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Gateway Investment Advisers LLC has added to its ALLY position for two straight quarters, increasing it by $3.9M to reach $9.1M today.

1834 Investment Advisors Co has trimmed its ALLY position for two straight quarters, cutting it by $939.2K while still holding $1.5M.

ALLY is down 0.1% today, but institutions show net buying of $1.2B this quarter — a divergence between today's price move and the underlying institutional flow.

ALLY posted net income of $1.5B over the trailing twelve months, and currently trades at a P/E of 8.1.

• Profitable — net income of $1.5B over the trailing twelve months
• Revenue declined 3.1% year over year
• Net income improved year over year, from $185.0M to $1.5B
• Generated $3.7B in positive operating cash flow
• Liabilities run 11.65x equity — a highly leveraged balance sheet worth noting