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Ally Financial Inc.

13F filer · CIK 0000040729
Reported Aug 13, 2026
Net seller this quarter
13F portfolio value$775MU.S. long equity reported on 13F
Positions12417 new · 14 closed
Net flow last quarter-$160MBuys minus sells
Top 10 positions weight27.4%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 13, 2026124 positions
MSFTMicrosoft Corp$35.4M4.57%0.00%+9.2%Q2 2013
NVDANvidia Corp$34.4M4.44%0.00%+10.3%Q4 2018
AMZNAmazon Com Inc$31.5M4.06%0.00%-25.8%Q2 2013
METAMeta Platforms, Inc.$23.7M3.05%Not reported+18.3%Q2 2013
BRK.BBerkshire Hathaway Inc$21M2.71%Not reportedNot reportedQ3 2013
PEPPepsico Inc$15.3M1.97%0.01%Not reportedQ2 2013
MAMastercard Inc$13.4M1.72%0.00%+79.3%Q2 2013
AVGOBroadcom Inc.$12.8M1.66%0.00%-11.7%Q2 2017
UNHUnitedhealth Group Inc$12.5M1.61%0.00%Not reportedQ4 2013
VZVerizon Communications Inc$12.3M1.58%0.01%Not reportedQ2 2013
VVisa Inc.$11.7M1.51%0.00%+9.7%Q3 2013
PFEPfizer Inc$10.7M1.39%0.01%Not reportedQ2 2013
DHRDanaher Corp$8.95M1.16%0.01%+30.6%Q2 2013
BUDAnheuser-Busch InBev SA$8.65M1.12%0.01%Not reportedQ4 2016
TMOThermo Fisher Scientific Inc.$8.52M1.10%0.00%+54.6%Q2 2013
GOOGAlphabet Inc.$7.6M0.98%Not reported-67.2%Q4 2017
BABoeing Co$7.58M0.98%0.00%Not reportedQ2 2013
GOOGLAlphabet Inc.$7.5M0.97%0.00%-49.4%Q1 2016
ABTAbbott Laboratories$7.35M0.95%0.00%+26.6%Q3 2013
PGPROCTER & GAMBLE Co$7.33M0.95%0.00%+38.9%Q2 2013
NFLXNetflix Inc$7.14M0.92%0.00%+28.2%Q3 2018
DISWalt Disney Co$6.93M0.89%0.00%Not reportedQ2 2013
APDAir Products & Chemicals, Inc.$6.74M0.87%0.01%Not reportedQ1 2021
UPSUnited Parcel Service Inc$6.45M0.83%0.01%Not reportedQ2 2013
BACBank of America Corp$5.7M0.74%0.00%Not reportedQ2 2014
TSLATesla, Inc.$5.47M0.71%0.00%Not reportedQ2 2024
NKENIKE, Inc.$5.46M0.70%0.01%Not reportedQ1 2014
WFCWells Fargo & Company$5.21M0.67%0.00%Not reportedQ2 2013
UBERUber Technologies, Inc$5.2M0.67%0.00%+44.0%Q1 2020
NOCNorthrop Grumman Corp$5.09M0.66%0.01%Not reportedQ3 2018
CRMSalesforce, Inc.$5.09M0.66%0.00%Not reportedQ2 2014
AMTAmerican Tower Corp$5.07M0.65%0.01%Not reportedQ2 2013
MCDMcdonalds Corp$4.87M0.63%0.00%Not reportedQ2 2013
BLKBlackRock, Inc.$4.81M0.62%0.00%Not reportedQ2 2013
BENFranklin Resources Inc$4.66M0.60%0.03%Not reportedQ2 2013
ELVElevance Health, Inc.$4.64M0.60%0.01%Not reportedQ1 2020
KKRKKR & Co. Inc.$4.59M0.59%0.01%Not reportedQ3 2013
MRKMerck & Co., Inc.$4.5M0.58%0.00%+40.0%Q2 2013
WBDWarner Bros. Discovery, Inc.$4.48M0.58%0.01%Not reportedQ2 2022
ADBEAdobe Inc.$4.2M0.54%0.01%Not reportedQ3 2014
SYKStryker Corp$4.09M0.53%0.00%+44.4%Q3 2014
PYPLPayPal Holdings, Inc.$4.06M0.52%0.01%Not reportedQ2 2016
ADPAutomatic Data Processing Inc$4.03M0.52%0.00%+24.1%Q2 2014
ISRGIntuitive Surgical Inc$3.98M0.51%0.00%+150.0%Q1 2026
BDXBecton Dickinson & Co$3.93M0.51%0.01%Not reportedQ1 2014
CMCSAComcast Corp$3.89M0.50%0.00%-29.1%Q2 2013
HDHome Depot, Inc.$3.88M0.50%0.00%Not reportedQ3 2013
APHAmphenol Corp$3.7M0.48%0.00%+162.5%Q3 2013
CCLCarnival Corp Ltd.$3.57M0.46%0.01%Not reportedQ2 2013
BKNGBooking Holdings Inc.$3.56M0.46%0.00%Not reportedQ1 2018
Q1 2026Reported May 12, 2026120 positions
SPYSPDR S&P 500 ETF Trust$95.6M11.89%Not reportedNot reportedQ4 2014
AMZNAmazon Com Inc$37.1M4.61%0.00%Not reportedQ2 2013
MSFTMicrosoft Corp$32.2M4.01%0.00%+107.1%Q2 2013
NVDANvidia Corp$27.2M3.38%0.00%+36.8%Q4 2018
QQQInvesco QQQ Trust, Series 1$24.8M3.09%Not reportedNot reportedQ2 2025
METAMeta Platforms, Inc.$20.3M2.53%Not reported+31.5%Q2 2013
BRK.BBerkshire Hathaway Inc$20.1M2.50%Not reportedNot reportedQ3 2013
GOOGAlphabet Inc.$18.8M2.34%Not reportedNot reportedQ4 2017
PEPPepsico Inc$17.5M2.18%0.01%Not reportedQ2 2013
VZVerizon Communications Inc$14.6M1.81%0.01%Not reportedQ2 2013
PFEPfizer Inc$12.5M1.56%0.01%Not reportedQ2 2013
GOOGLAlphabet Inc.$11.9M1.48%0.00%Not reportedQ1 2016
AVGOBroadcom Inc.$11.9M1.48%0.00%Not reportedQ2 2017
ORCLOracle Corp$10.1M1.25%0.00%+163.5%Q2 2013
JPMJPMorgan Chase & Co$9.71M1.21%0.00%Not reportedQ2 2013
AAPLApple Inc.$9.64M1.20%0.00%+533.3%Q2 2013
VVisa Inc.$9.37M1.17%0.00%+29.2%Q3 2013
UNHUnitedhealth Group Inc$8.12M1.01%0.00%Not reportedQ4 2013
LLYELI LILLY & Co$7.82M0.97%0.00%+112.5%Q2 2013
NFLXNetflix Inc$7.5M0.93%0.00%Not reportedQ3 2018
BUDAnheuser-Busch InBev SA$7.28M0.91%0.01%Not reportedQ4 2016
MAMastercard Inc$7.25M0.90%0.00%+31.8%Q2 2013
NKENIKE, Inc.$7.03M0.87%0.01%Not reportedQ1 2014
BABoeing Co$6.97M0.87%0.00%Not reportedQ2 2013
DISWalt Disney Co$6.94M0.86%0.00%Not reportedQ2 2013
DHRDanaher Corp$6.83M0.85%0.01%Not reportedQ2 2013
APDAir Products & Chemicals, Inc.$6.68M0.83%0.01%Not reportedQ1 2021
ABTAbbott Laboratories$6.57M0.82%0.00%+166.7%Q3 2013
CMCSAComcast Corp$6.41M0.80%0.01%Not reportedQ2 2013
CRMSalesforce, Inc.$6.07M0.75%0.00%Not reportedQ2 2014
UPSUnited Parcel Service Inc$5.9M0.73%0.01%Not reportedQ2 2013
TGTTarget Corp$5.82M0.72%0.01%Not reportedQ3 2013
TMOThermo Fisher Scientific Inc.$5.41M0.67%0.00%+450.0%Q2 2013
AMTAmerican Tower Corp$5.35M0.67%0.01%Not reportedQ2 2013
PGPROCTER & GAMBLE Co$5.2M0.65%0.00%+12.5%Q2 2013
WFCWells Fargo & Company$5.02M0.62%0.00%+43.2%Q2 2013
ADBEAdobe Inc.$4.98M0.62%0.01%Not reportedQ3 2014
BACBank of America Corp$4.88M0.61%0.00%+100.0%Q2 2014
BLKBlackRock, Inc.$4.81M0.60%0.00%+150.0%Q2 2013
KKRKKR & Co. Inc.$4.63M0.58%0.01%+212.5%Q3 2013
WBDWarner Bros. Discovery, Inc.$4.62M0.57%0.01%Not reportedQ2 2022
PYPLPayPal Holdings, Inc.$4.25M0.53%0.01%Not reportedQ2 2016
BSXBoston Scientific Corp$4.14M0.52%0.00%+500.0%Q2 2022
BDXBecton Dickinson & Co$4.09M0.51%0.01%Not reportedQ1 2014
UNPUnion Pacific Corp$4M0.50%0.00%Not reportedQ4 2013
ABBVAbbVie Inc.$3.91M0.49%0.00%Not reportedQ3 2013
HDHome Depot, Inc.$3.62M0.45%0.00%+144.4%Q3 2013
SLBSLB Limited$3.6M0.45%0.00%-33.3%Q2 2013
UBERUber Technologies, Inc$3.6M0.45%0.00%+38.9%Q1 2020
ELVElevance Health, Inc.$3.51M0.44%0.01%Not reportedQ1 2020
Q4 2025Reported Feb 13, 2026106 positions
AMZNAmazon Com Inc$41.1M5.02%0.00%Not reportedQ2 2013
NVDANvidia Corp$21.3M2.60%0.00%+165.1%Q4 2018
BRK.BBerkshire Hathaway Inc$21.1M2.58%Not reportedNot reportedQ3 2013
MSFTMicrosoft Corp$20.3M2.48%0.00%+110.0%Q2 2013
METAMeta Platforms, Inc.$17.8M2.18%Not reported+315.4%Q2 2013
PEPPepsico Inc$16.2M1.98%0.01%Not reportedQ2 2013
MRKMerck & Co., Inc.$16.1M1.97%0.01%Not reportedQ2 2013
GOOGLAlphabet Inc.$13M1.59%0.00%+97.6%Q1 2016
VZVerizon Communications Inc$11.8M1.44%0.01%Not reportedQ2 2013
PFEPfizer Inc$11.1M1.36%0.01%Not reportedQ2 2013
UNHUnitedhealth Group Inc$9.9M1.21%0.00%+25.0%Q4 2013
CRMSalesforce, Inc.$8.61M1.05%0.00%+18.2%Q2 2014
NKENIKE, Inc.$8.47M1.03%0.01%Not reportedQ1 2014
VVisa Inc.$8.42M1.03%0.00%Not reportedQ3 2013
DHRDanaher Corp$8.24M1.01%0.01%+9.1%Q2 2013
DISWalt Disney Co$8.19M1.00%0.00%Not reportedQ2 2013
BABoeing Co$7.6M0.93%0.00%Not reportedQ2 2013
NFLXNetflix Inc$7.31M0.89%0.00%+56.0%Q3 2018
ADBEAdobe Inc.$7.17M0.88%0.01%Not reportedQ3 2014
BUDAnheuser-Busch InBev SA$6.72M0.82%0.01%Not reportedQ4 2016
CMCSAComcast Corp$6.67M0.81%0.01%Not reportedQ2 2013
MAMastercard Inc$6.28M0.77%0.00%Not reportedQ2 2013
UPSUnited Parcel Service Inc$5.95M0.73%0.01%Not reportedQ2 2013
LMTLockheed Martin Corp$5.8M0.71%0.01%Not reportedQ4 2016
APDAir Products & Chemicals, Inc.$5.68M0.69%0.01%+28.5%Q1 2021
MCDMcdonalds Corp$5.5M0.67%0.00%Not reportedQ2 2013
PYPLPayPal Holdings, Inc.$5.49M0.67%0.01%Not reportedQ2 2016
AMTAmerican Tower Corp$5.44M0.66%0.01%+29.2%Q2 2013
WDAYWorkday, Inc.$5.15M0.63%0.01%+9.1%Q4 2018
LINLinde PLC$5.12M0.62%0.00%+200.0%Q1 2021
ORCLOracle Corp$5.07M0.62%0.00%+420.0%Q2 2013
BDXBecton Dickinson & Co$5.05M0.62%0.01%+8.3%Q1 2014
INTCIntel Corp$4.91M0.60%0.00%Not reportedQ2 2013
USBUS Bancorp \de\$4.86M0.59%0.01%Not reportedQ2 2013
WBDWarner Bros. Discovery, Inc.$4.85M0.59%0.01%Not reportedQ2 2022
TGTTarget Corp$4.69M0.57%0.01%Not reportedQ3 2013
PGPROCTER & GAMBLE Co$4.59M0.56%0.00%Not reportedQ2 2013
CSXCSX Corp$4.5M0.55%0.01%Not reportedQ1 2015
LLYELI LILLY & Co$4.3M0.52%0.00%-79.0%Q2 2013
ELVElevance Health, Inc.$4.21M0.51%0.01%Not reportedQ1 2020
ABBVAbbVie Inc.$4.11M0.50%0.00%-33.3%Q3 2013
WFCWells Fargo & Company$4.1M0.50%0.00%+33.3%Q2 2013
HUMHumana Inc$4.1M0.50%0.01%Not reportedQ3 2015
SLBSLB Limited$4.03M0.49%0.01%Not reportedQ2 2013
CCLCarnival Corp Ltd.$3.82M0.47%0.01%Not reportedQ2 2013
UNPUnion Pacific Corp$3.82M0.47%0.00%+17.9%Q4 2013
ELEstee Lauder Companies Inc$3.56M0.43%Not reportedNot reportedQ3 2013
FDXFedex Corp$3.47M0.42%0.01%Not reportedQ2 2013
BENFranklin Resources Inc$3.34M0.41%0.03%Not reportedQ2 2013
KHCKraft Heinz Co$3.18M0.39%0.01%Not reportedQ1 2018
Q3 2025Reported Nov 13, 2025101 positions
AMZNAmazon Com Inc$39.1M4.83%0.00%+21.1%Q2 2013
QQQInvesco QQQ Trust, Series 1$25.8M3.19%Not reported+126.3%Q2 2025
BRK.BBerkshire Hathaway Inc$21.1M2.61%Not reported+320.0%Q3 2013
PEPPepsico Inc$15.9M1.96%0.01%+7.6%Q2 2013
LLYELI LILLY & Co$14.5M1.79%0.00%+26.7%Q2 2013
MRKMerck & Co., Inc.$12.8M1.59%0.01%+35.4%Q2 2013
VZVerizon Communications Inc$12.7M1.57%0.01%Not reportedQ2 2013
AAPLApple Inc.$12.7M1.57%0.00%-60.0%Q2 2013
TMOThermo Fisher Scientific Inc.$11.4M1.41%0.01%+20.5%Q2 2013
PFEPfizer Inc$11.4M1.40%0.01%Not reportedQ2 2013
MSFTMicrosoft Corp$10.4M1.28%0.00%Not reportedQ2 2013
NKENIKE, Inc.$9.27M1.15%0.01%Not reportedQ1 2014
UNHUnitedhealth Group Inc$8.29M1.02%0.00%+26.3%Q4 2013
DISWalt Disney Co$8.24M1.02%0.00%Not reportedQ2 2013
VVisa Inc.$8.19M1.01%0.00%Not reportedQ3 2013
NVDANvidia Corp$8.02M0.99%0.00%Not reportedQ4 2018
BABoeing Co$7.55M0.93%0.00%+133.3%Q2 2013
ADBEAdobe Inc.$7.23M0.89%0.00%Not reportedQ3 2014
CMCSAComcast Corp$7.01M0.87%0.01%Not reportedQ2 2013
CVSCVS HEALTH Corp$6.79M0.84%0.01%-52.9%Q1 2014
DHRDanaher Corp$6.54M0.81%0.00%Not reportedQ2 2013
CRMSalesforce, Inc.$6.52M0.80%0.00%Not reportedQ2 2014
PYPLPayPal Holdings, Inc.$6.3M0.78%0.01%Not reportedQ2 2016
BUDAnheuser-Busch InBev SA$6.26M0.77%0.01%Not reportedQ4 2016
MAMastercard Inc$6.26M0.77%0.00%Not reportedQ2 2013
ABBVAbbVie Inc.$6.25M0.77%0.00%Not reportedQ3 2013
NFLXNetflix Inc$5.99M0.74%0.00%Not reportedQ3 2018
LMTLockheed Martin Corp$5.99M0.74%0.01%+71.4%Q4 2016
MCDMcdonalds Corp$5.47M0.68%0.00%Not reportedQ2 2013
PLDPrologis, Inc.$5.38M0.66%0.01%+46.9%Q2 2024
WDAYWorkday, Inc.$5.3M0.65%0.01%+57.1%Q4 2018
GOOGLAlphabet Inc.$5.11M0.63%0.00%-89.6%Q1 2016
UPSUnited Parcel Service Inc$5.01M0.62%0.01%Not reportedQ2 2013
AVGOBroadcom Inc.$4.95M0.61%0.00%+275.0%Q2 2017
PGPROCTER & GAMBLE Co$4.92M0.61%0.00%+100.0%Q2 2013
APDAir Products & Chemicals, Inc.$4.88M0.60%0.01%+62.7%Q1 2021
METAMeta Platforms, Inc.$4.77M0.59%Not reportedNot reportedQ2 2013
AMTAmerican Tower Corp$4.62M0.57%0.01%+200.0%Q2 2013
BDXBecton Dickinson & Co$4.49M0.55%0.01%Not reportedQ1 2014
INTCIntel Corp$4.46M0.55%0.00%Not reportedQ2 2013
CSXCSX Corp$4.4M0.54%0.01%+45.9%Q1 2015
USBUS Bancorp \de\$4.4M0.54%0.01%Not reportedQ2 2013
TGTTarget Corp$4.31M0.53%0.01%+11.6%Q3 2013
HUMHumana Inc$4.16M0.51%0.01%Not reportedQ3 2015
ELVElevance Health, Inc.$3.88M0.48%0.01%Not reportedQ1 2020
CCLCarnival Corp Ltd.$3.61M0.45%0.01%Not reportedQ2 2013
SLBSLB Limited$3.61M0.45%0.01%Not reportedQ2 2013
KHCKraft Heinz Co$3.41M0.42%0.01%Not reportedQ1 2018
UNPUnion Pacific Corp$3.31M0.41%0.00%+100.0%Q4 2013
WBDWarner Bros. Discovery, Inc.$3.28M0.41%0.01%Not reportedQ2 2022
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