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Ally Financial Inc.

ALLY Financials
$46.36 +$1 (2.20%)
Market Cap: $14.25 B
Gurus Holding
12
Popularity Rank
#238
% of Shares Held
12.03%
Net Activity (Q4 2025)
-$12.05 M

Guru Ownership Trend

Guru Analysis for Ally Financial Inc. (ALLY)

Ally Financial Inc. (ALLY), a key player in the Financials sector, continues to attract institutional attention.

As of Q4 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.72 B.

Top institutional holders include Warren Buffett and Donald Smith & Co.

Notably, Francis Chou has expressed high conviction in this stock, allocating 5.07% of their equity portfolio to it.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $12.05 M net outflow during the quarter.

Recent activity highlights George Soros who increased their stake by 128.8%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 74.4%.

Key Holders

Top 5 by Value

$1.31 B
$123.32 M
$76.43 M
$27.21 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$59.87 M
Total Buy Value
New Buys 2
Additions 3
-$71.91 M
Total Sell Value
Reductions 5
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
7
Net Buyers
5

FAQs for Ally Financial Inc. (ALLY)

Major holders include Warren Buffett ($1.31 B), Donald Smith & Co ($123.32 M), George Soros ($76.43 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 37 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $12.05 M, with 5 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 2 fully exited ALLY. The total reported sell value was $71.91 M.

Yes, 2 managers opened new positions in ALLY, and 3 increased their existing holdings. The total reported buy value was $59.87 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.48% 29,000,000 $1.31 B Q4 2025
2.31% Add 6.4% 2,722,909 $123.32 M Q4 2025
0.89% Add 128.8% 1,687,493 $76.43 M Q4 2025
0.97% Reduce -25.1% 1,491,829 $67.56 M Q4 2025
0.37% Reduce -5.6% 600,850 $27.21 M Q4 2025
0.01% Add 10.9% 412,902 $18.7 M Q4 2025
0.02% Reduce -61.6% 349,659 $15.84 M Q4 2025
5.07% 225,525 $10.21 M Q4 2025
0.02% Reduce -5.8% 174,597 $7.91 M Q4 2025
0.01% Reduce -74.4% 161,500 $7.31 M Q4 2025
0.03% New Buy 159,445 $7.22 M Q4 2025
0.00% New Buy 9,117 $412,909 Q4 2025
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SEC Form