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CM · WFC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

CMWFC
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CM
  • WFC
0204060202120222023202420252026
Holders and value by quarter
QuarterCMWFC
Q3 20204 holders, $130m34 holders, $15.9bn
Q4 20206 holders, $94m33 holders, $19.5bn
Q1 20216 holders, $252m31 holders, $23.4bn
Q2 20216 holders, $256m33 holders, $28.0bn
Q3 20215 holders, $150m28 holders, $27.7bn
Q4 20214 holders, $130m32 holders, $28.6bn
Q1 20224 holders, $1.1bn37 holders, $28.8bn
Q2 20225 holders, $893m32 holders, $24.1bn
Q3 20223 holders, $741m28 holders, $25.5bn
Q4 20222 holders, $840m33 holders, $25.2bn
Q1 20232 holders, $719m34 holders, $21.5bn
Q2 20233 holders, $654m29 holders, $23.4bn
Q3 20233 holders, $356m30 holders, $22.9bn
Q4 20234 holders, $287m32 holders, $27.2bn
Q1 20244 holders, $330m27 holders, $33.6bn
Q2 20242 holders, $278m37 holders, $34.1bn
Q3 20243 holders, $432m35 holders, $32.0bn
Q4 20244 holders, $394m42 holders, $38.9bn
Q1 20257 holders, $173m39 holders, $38.2bn
Q2 20255 holders, $102m33 holders, $41.6bn
Q3 20255 holders, $161m29 holders, $41.5bn
Q4 20253 holders, $268m29 holders, $43.6bn
Q1 20262 holders, $656m34 holders, $36.8bn
Q2 20264 holders, $1.2bn41 holders, $38.2bn
CM

Canadian Imperial Bank of Co

Holders
4
Reported value
$287m
Buyers
2
Sellers
2

Breadth 0 among 93 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
WFC

Wells Fargo & Co

Holders
32
Reported value
$27.2bn
Buyers
16
Sellers
17

Breadth -1 among 93 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q4 2023

Among the 34 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CM (2)

Quantbot Technologies LP, Two Sigma Investments LP

Only WFC (30)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, and 5 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →