ALLY FINL INC ALLY
COM · Common Stock · CUSIP 02005N100 · ISIN US02005N1000
American financial services company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($57.6m this quarter). Holder counts are more reliable. Shares outstanding: 306.5m as of 2026-05-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $39.27. Options: 15 managers hold calls ($96.6m notional), 18 hold puts ($82.5m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 531 |
| Q4 2022 | 510 |
| Q1 2023 | 502 |
| Q2 2023 | 509 |
| Q3 2023 | 482 |
| Q4 2023 | 529 |
| Q1 2024 | 551 |
| Q2 2024 | 582 |
| Q3 2024 | 582 |
| Q4 2024 | 583 |
| Q1 2025 | 580 |
| Q2 2025 | 561 |
| Q3 2025 | 548 |
| Q4 2025 | 587 |
| Q1 2026 | 584 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 297 | 250 |
| Q3 2024 | 273 | 281 |
| Q4 2024 | 250 | 295 |
| Q1 2025 | 298 | 263 |
| Q2 2025 | 260 | 314 |
| Q3 2025 | 275 | 248 |
| Q4 2025 | 295 | 250 |
| Q1 2026 | 315 | 260 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $169.4m | $151.9m | 0.90 |
| Q3 2025 | $203.5m | $179.9m | 0.88 |
| Q4 2025 | $145.6m | $127.9m | 0.88 |
| Q1 2026 | $96.6m | $82.5m | 0.85 |
Biggest buyers
| Sessa Capital IM, L.P. | Added | +3.8m |
| AQR CAPITAL MANAGEMENT LLC | Added | +3.3m |
| JUPITER ASSET MANAGEMENT LTD | New | +2.2m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.7m |
| Point72 Asset Management, L.P. | Added | +1.6m |
| DONALD SMITH & CO., INC. | Added | +1.3m |
| Oldfield Partners LLP | Added | +1.2m |
| BlackRock, Inc. | Added | +1.1m |
| Holocene Advisors, LP | New | +1.0m |
| GOLDENTREE ASSET MANAGEMENT LP | Added | +963.3k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -2.9m |
| CITADEL ADVISORS LLC | Reduced | -2.8m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -1.5m |
| UBS Group AG | Reduced | -1.3m |
| Qube Research & Technologies Ltd | Sold out | -987.9k |
| SOROS FUND MANAGEMENT LLC | Reduced | -962.2k |
| Thrivent Financial for Lutherans | Reduced | -942.4k |
| D. E. Shaw & Co., Inc. | Reduced | -764.5k |
| JANE STREET GROUP, LLC | Reduced | -763.3k |
| FMR LLC | Reduced | -722.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $28.6m729.4k shares |
| MOORE CAPITAL MANAGEMENT, LP | New | $16.0m408.0k shares |
| JANE STREET GROUP, LLC | Added | $12.6m321.3k shares |
| CITADEL ADVISORS LLC | Added | $12.1m308.2k shares |
| IMC-Chicago, LLC | Added | $9.8m248.9k shares |
| JPMORGAN CHASE & CO | Reduced | $5.7m150.0k shares |
| GROUP ONE TRADING LLC | Reduced | $3.9m99.9k shares |
| HRT FINANCIAL LP | Added | $2.5m63.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $2.0m51.1k shares |
| Walleye Trading LLC | Reduced | $1.6m40.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $31.5m802.3k shares |
| IMC-Chicago, LLC | Added | $8.9m227.5k shares |
| Caption Management, LLC | New | $7.8m200.0k shares |
| JPMORGAN CHASE & CO | Reduced | $5.7m150.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $4.8m121.3k shares |
| JANE STREET GROUP, LLC | Added | $4.2m107.4k shares |
| CITADEL ADVISORS LLC | Reduced | $3.4m87.6k shares |
| GROUP ONE TRADING LLC | Reduced | $2.8m71.4k shares |
| BOOTHBAY FUND MANAGEMENT, LLC | New | $2.5m64.4k shares |
| PEAK6 LLC | Reduced | $2.5m64.3k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-07-17 | 8.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 2 | $1.8m | 0 | — | — |
| Q2 2025 | 1 | $252.6k | 1 | $257.1k | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 1 | $1.2m | — |
| Q1 2026 | 2 | $1.5m | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-01-27 | Hutchinson Russell E. Chief Financial Officer | Bought | $499.3k11.6k shares |
| 2026-01-23 | RHODES MICHAEL GEORGE Chief Executive Officer, director · See Footnote | Bought | $992.0k23.8k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Berkshire Hathaway Inc 0.43% of their portfolio | 29.0m $1.1bn | Unchanged |
| BlackRock, Inc. 0.02% of their portfolio | 28.5m $1.1bn | Added +1.1m |
| HARRIS ASSOCIATES L P 1.38% of their portfolio | 26.4m $1.0bn | Reduced -635.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 13.3m $523.7m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 12.5m $489.3m | First filing |
| WELLINGTON MANAGEMENT GROUP LLP 0.08% of their portfolio | 11.4m $445.6m | Reduced -2.9m |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 9.0m $353.8m | Added +309.6k |
| STATE STREET CORP 0.01% of their portfolio | 8.7m $340.6m | Added +180.8k |
| Sessa Capital IM, L.P. 6.34% of their portfolio | 8.5m $333.0m | Added +3.8m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.14% of their portfolio | 6.8m $266.1m | Added +712.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 5.3m $209.6m | Reduced -39.1k |
| FIRST MANHATTAN CO. LLC. 0.50% of their portfolio | 4.6m $179.8m | Reduced -107.1k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.69% of their portfolio | 4.2m $164.5m | Added +130.4k |
| DONALD SMITH & CO., INC. 2.84% of their portfolio | 4.0m $157.7m | Added +1.3m |
| LONDON CO OF VIRGINIA 0.94% of their portfolio | 3.9m $153.2m | Reduced -410.0k |
| AQR CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 3.7m $145.1m | Added +3.3m |
| MORGAN STANLEY 0.01% of their portfolio | 3.4m $135.2m | Added +448.8k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.22% of their portfolio | 3.2m $126.0m | Added +22.6k |
| FMR LLC 0.01% of their portfolio | 3.1m $120.9m | Reduced -722.5k |
| Thrivent Financial for Lutherans 0.22% of their portfolio | 2.9m $114.7m | Reduced -942.4k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.9m $113.4m | Added +190.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 2.8m $110.4m | Added +23.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 2.6m $102.0m | Added +100.7k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 2.4m $92.2m | Added +13.3k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.3m $89.8m | Added +943.8k |
| ANTIPODES PARTNERS Ltd 1.72% of their portfolio | 2.3m $89.5m | Reduced -196.1k |
| JUPITER ASSET MANAGEMENT LTD 0.47% of their portfolio | 2.2m $88.2m | New |
| GOLDENTREE ASSET MANAGEMENT LP 4.94% of their portfolio | 2.1m $83.4m | Added +963.3k |
| Glendon Capital Management LP 10.15% of their portfolio | 2.1m $81.7m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 2.0m $79.6m | Added +1.7m |
| Point72 Asset Management, L.P. 0.13% of their portfolio | 2.0m $77.4m | Added +1.6m |
| LSV ASSET MANAGEMENT 0.16% of their portfolio | 1.9m $75.7m | Reduced -28.8k |
| Employees Retirement System of Texas 0.64% of their portfolio | 1.9m $72.8m | Added +188.8k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 1.7m $68.4m | First filing |
| MOORE CAPITAL MANAGEMENT, LP 2.47% of their portfolio | 1.7m $67.9m | Added +238.8k |
| Allianz Asset Management GmbH 0.08% of their portfolio | 1.7m $65.8m | Added +128.5k |
| LAKEWOOD CAPITAL MANAGEMENT, LP 4.16% of their portfolio | 1.7m $64.8m | Added +616.0k |
| Walleye Capital LLC 0.39% of their portfolio | 1.6m $63.1m | Added +531.7k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 1.6m $62.8m | Reduced -2.8m |
| UBS Group AG 0.01% of their portfolio | 1.5m $59.7m | Reduced -1.3m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.3m $49.8m | Reduced -46.1k |
| Ancient Art, L.P. 11.19% of their portfolio | 1.3m $51.3m | Unchanged |
| Oldfield Partners LLP 12.64% of their portfolio | 1.3m $49.7m | Added +1.2m |
| SEI INVESTMENTS CO 0.05% of their portfolio | 1.2m $48.9m | Reduced -412.8k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 1.1m $42.0m | Added +99.4k |
| Quantinno Capital Management LP 0.07% of their portfolio | 1.1m $41.4m | Added +345.8k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 1.0m $41.1m | Added +21.1k |
| Holocene Advisors, LP 0.10% of their portfolio | 1.0m $39.9m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.0m $39.9m | Added +835 |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 1.0m $39.3m | Added +2.5k |
| PRUDENTIAL FINANCIAL INC 0.05% of their portfolio | 963.4k $37.8m | Added +439.2k |
| Invesco Ltd. 0.00% of their portfolio | 952.7k $37.4m | Added +9.2k |
| NATIXIS ADVISORS, LLC 0.05% of their portfolio | 914.2k $35.9m | Added +75.3k |
| BRUNI J V & CO /CO 3.68% of their portfolio | 899.4k $35.3m | Reduced -5.8k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.62% of their portfolio | 862.0k $33.8m | Reduced -14.5k |
| Capital World Investors 0.00% of their portfolio | 813.6k $31.9m | Added +221.1k |
| GW&K Investment Management, LLC 0.28% of their portfolio | 812.2k $31.9m | Reduced -12.7k |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 800.7k $30.3m | Added +782.2k |
| Artemis Investment Management LLP 0.32% of their portfolio | 774.6k $30.4m | Added +108.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.07% of their portfolio | 773.2k $30.3m | Added +489.1k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 758.0k $29.7m | Added +13.5k |
| SOROS FUND MANAGEMENT LLC 0.39% of their portfolio | 725.3k $28.5m | Reduced -962.2k |
| Danica Pension, Livsforsikringsaktieselskab 0.47% of their portfolio | 637.9k $25.0m | Reduced -528.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 627.3k $24.6m | Added +24.7k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 620.1k $24.3m | Added +586.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 615.8k $24.2m | Added +16.5k |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. 1.15% of their portfolio | 573.2k $22.5m | Added +54.8k |
| Nuveen, LLC 0.01% of their portfolio | 558.6k $21.9m | Reduced -62.8k |
| Swiss National Bank 0.01% of their portfolio | 548.8k $21.5m | Added +2.6k |
| ALGERT GLOBAL LLC 0.32% of their portfolio | 543.6k $21.3m | Added +7.2k |
| ACADIAN ASSET MANAGEMENT LLC 0.03% of their portfolio | 539.5k $21.2m | Reduced -133.0k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 530.4k $20.8m | Reduced -288.3k |
| California Public Employees Retirement System 0.01% of their portfolio | 512.9k $20.1m | Added +27.2k |
| Assenagon Asset Management S.A. 0.03% of their portfolio | 510.0k $20.0m | Added +500.0k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 467.8k $21.2m | Reduced -567 |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 461.5k $18.1m | Added +195.1k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 459.7k $18.0m | Added +159.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 457.2k $17.9m | Reduced -298.9k |
| Legal & General Group Plc 0.00% of their portfolio | 451.6k $17.7m | Reduced -49.0k |
| OLD NATIONAL BANCORP /IN/ 0.28% of their portfolio | 420.2k $16.5m | Reduced -135.5k |
| Interval Partners, LP 0.57% of their portfolio | 419.0k $16.4m | Reduced -193.8k |
| PRIVATE MANAGEMENT GROUP INC 0.47% of their portfolio | 416.4k $16.3m | Reduced -7.5k |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.22% of their portfolio | 379.2k $14.9m | Reduced -81 |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 375.3k $14.7m | Added +367.0k |
| BANK OF NOVA SCOTIA 0.03% of their portfolio | 373.7k $14.7m | Added +107.1k |
| HRT FINANCIAL LP 0.05% of their portfolio | 372.6k $14.6m | Reduced -329.4k |
| Loews Corp 0.12% of their portfolio | 360.0k $14.1m | Unchanged |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.05% of their portfolio | 359.5k $14.1m | Reduced -486.0k |
| Retirement Systems of Alabama 0.05% of their portfolio | 344.2k $13.5m | Added +7.7k |
| ExodusPoint Capital Management, LP 0.13% of their portfolio | 329.5k $12.9m | New |
| Trexquant Investment LP 0.09% of their portfolio | 326.2k $12.8m | Reduced -332.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 324.4k $12.7m | Reduced -277.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 321.3k $12.6m | Added +60.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 292.6k $11.5m | Reduced -9.8k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 268.8k $10.5m | Reduced -1.5m |
| INTECH INVESTMENT MANAGEMENT LLC 0.10% of their portfolio | 259.3k $10.2m | Added +172.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 258.5k $10.1m | Added +25.6k |
| MetLife Investment Management, LLC 0.05% of their portfolio | 257.5k $10.1m | Added +119.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 253.9k $10.0m | Unchanged |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 253.3k $9.9m | First filing |