Institutional investors demonstrated significant confidence in three specific stocks during the June 2026 quarter, with both Foreign Institutional Investors (FIIs) and Domestic Institutional Investors (DIIs) increasing their holdings. According to market reports, this dual institutional interest often reflects research-backed conviction in a company's earnings, growth prospects, or valuation, though it should not be treated as a guaranteed buy signal. The institutional buying patterns can be influenced by portfolio rebalancing, index changes, and short-term strategies alongside genuine investment conviction.
JSW Infrastructure, a port operator within the JSW Group, topped the institutional investment list with dramatic increases across both investor categories. FII holdings surged from 6.92% to 10.71%—representing a 3.79 percentage-point increase or approximately 55% growth in holdings. DII ownership showed even more dramatic growth, jumping from 2.43% to 9.19%—a 6.76 percentage-point increase and nearly 278% growth in holdings. The company operates ports, terminals and integrated logistics assets handling commodities including coal, iron ore, steel, containers, crude oil, LNG and fertilizers. JSW Infrastructure has delivered strong financial performance with a three-year sales CAGR of 18.8% and net profit growth of 27.3% over the same period.
The biggest gap between domestic and foreign investment was recorded in financial services, where FIIs sold shares worth ₹12,453 crore during June while mutual funds invested approximately ₹9,296 crore. Fund houses increased their holdings in Bajaj Finance, HDFC Bank, Kotak Mahindra Bank, Canara Bank, Federal Bank, Yes Bank and Bank of India, while reducing exposure to ICICI Bank, State Bank of India, Sammaan Capital, Axis Bank, IndusInd Bank and Bajaj Finserv. This divergence highlights the continued preference of domestic institutional investors for select financial services companies despite broader foreign selling pressure.
The IT sector recorded a wide difference in investor activity, with FIIs being net sellers of shares worth more than ₹7,444 crore while mutual funds bought stocks worth around ₹1,732 crore. Infosys, Tech Mahindra, HCL Technologies, Coforge and Tata Technologies were among the companies where mutual funds raised their exposure, while their holdings declined in Wipro, Persistent Systems, Cyient, L&T. This sector-level data indicates that while foreign institutional investors reduced their positions, domestic mutual funds stepped in to maintain or increase their stakes in select IT companies.
In the FMCG sector, FIIs sold shares worth approximately ₹5,598 crore in June, compared with mutual fund purchases of around ₹3,545 crore. Mutual funds added Hindustan Unilever, Doms Industries, Britannia Industries, Nestle India, while reducing exposure to ITC, Patanjali Foods, Colgate-Palmolive India and Procter & Gamble. The sector-level data highlights a continued divergence between domestic mutual fund flows and foreign institutional activity, with domestic institutions maintaining positive flows despite foreign selling pressure.
