13FPulse
AL

ALLY ALLY FINANCIAL INC

2026Q2 · CUSIP 02005N100 · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
598
Institutions that reported holding it to the SEC
Net increase in holders
+19
Last quarter 579 → now 598
How unusual is that
Top 20%
Stronger buying than 82% of US stocks
What the filings say, in one paragraph

598 funds held ALLY at the end of 2026Q2, up 19 from the quarter before. That is stronger buying than 82.3% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $8.7B(YoY +11.5%), the P/E is 9.8x, return on equity is 9.4%. ALLY has had 20 buying rushes in its history, and the price moved +3.8% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2014Q3: holders=232 2014Q4: holders=311 2015Q1: holders=295 2015Q2: holders=306 2015Q3: holders=316 2015Q4: holders=316 2016Q1: holders=330 2016Q2: holders=322 2016Q3: holders=333 2016Q4: holders=340 2017Q1: holders=357 2017Q2: holders=335 2017Q3: holders=338 2017Q4: holders=385 2018Q1: holders=395 2018Q2: holders=409 2018Q3: holders=409 2018Q4: holders=404 2019Q1: holders=407 2019Q2: holders=421 2019Q3: holders=481 2019Q4: holders=480 2020Q1: holders=414 2020Q2: holders=398 2020Q3: holders=413 2020Q4: holders=484 2021Q1: holders=536 2021Q2: holders=602 2021Q3: holders=599 2021Q4: holders=606 2022Q1: holders=618 2022Q2: holders=558 2022Q3: holders=525 2022Q4: holders=509 2023Q1: holders=498 2023Q2: holders=505 2023Q3: holders=476 2023Q4: holders=526 2024Q1: holders=547 2024Q2: holders=582 2024Q3: holders=576 2024Q4: holders=583 2025Q1: holders=577 2025Q2: holders=561 2025Q3: holders=549 2025Q4: holders=587 2026Q1: holders=579 2026Q2: holders=598 -79 -39.5 +0 +39.5 +79 208429649 14Q316Q117Q319Q120Q322Q123Q325Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 20 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q4 Top 20% +2.4%
2024Q2 Top 10% -13.1% -5.5%
2024Q1 Top 20% +7.3% -8.3%
2023Q4 Top 10% +12.4% +20.6%
2022Q1 Top 20% -6.1% -29.2%
2021Q2 Top 5% -6.4% -2.4%
2021Q1 Top 5% -1.5% -7.8%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
240
Change in large funds
+20
Total value they hold
$13.3B
Funds buying for the first time
105
Funds that sold out entirely
86
Price change that quarter
+0.1%
Funds holding puts (bearish)
13
Funds holding calls (bullish)
14

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
9.8
EPS (TTM)
$4.26
EPS YoY
+313.6%
Revenue (TTM)
$8.7B
Revenue YoY
+11.5%
Net margin
16.8%
ROE
9.4%
Debt ratio
92.3%
FCF (TTM)
Dividend (TTM)
$1.20
Quarterly Revenue & EPS
2022-09-30: EPS 0.88 2022-12-31: EPS 0.89 2023-03-31: EPS 0.89 2023-06-30: EPS 0.93 2023-09-30: EPS 0.84 2023-12-31: EPS 0.11 2024-03-31: EPS 0.37 2024-06-30: EPS 0.62 2024-09-30: EPS 0.55 2024-12-31: EPS 0.26 2025-03-31: EPS -0.82 2025-06-30: EPS 1.04 2025-09-30: EPS 1.18 2025-12-31: EPS 0.97 2026-03-31: EPS 0.93 2026-06-30: EPS 1.18 0B 1.1B 2.3B $B -0.90 0.20 1.30 2022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 17 6 33 60 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.