Holders over time
- USB
- WFC
| Quarter | USB | WFC |
|---|---|---|
| Q3 2020 | 22 holders, $8.2bn | 34 holders, $15.9bn |
| Q4 2020 | 23 holders, $10.7bn | 33 holders, $19.5bn |
| Q1 2021 | 17 holders, $11.2bn | 31 holders, $23.4bn |
| Q2 2021 | 16 holders, $11.1bn | 33 holders, $28.0bn |
| Q3 2021 | 17 holders, $11.5bn | 28 holders, $27.7bn |
| Q4 2021 | 16 holders, $10.6bn | 32 holders, $28.6bn |
| Q1 2022 | 16 holders, $9.9bn | 37 holders, $28.8bn |
| Q2 2022 | 22 holders, $8.5bn | 32 holders, $24.1bn |
| Q3 2022 | 28 holders, $6.5bn | 28 holders, $25.5bn |
| Q4 2022 | 28 holders, $5.7bn | 33 holders, $25.2bn |
| Q1 2023 | 23 holders, $4.6bn | 34 holders, $21.5bn |
| Q2 2023 | 22 holders, $4.0bn | 29 holders, $23.4bn |
| Q3 2023 | 12 holders, $3.1bn | 30 holders, $22.9bn |
| Q4 2023 | 11 holders, $4.5bn | 32 holders, $27.2bn |
| Q1 2024 | 15 holders, $5.2bn | 27 holders, $33.6bn |
| Q2 2024 | 18 holders, $5.1bn | 37 holders, $34.1bn |
| Q3 2024 | 20 holders, $6.9bn | 35 holders, $32.0bn |
| Q4 2024 | 18 holders, $7.0bn | 42 holders, $38.9bn |
| Q1 2025 | 30 holders, $7.7bn | 39 holders, $38.2bn |
| Q2 2025 | 25 holders, $7.7bn | 33 holders, $41.6bn |
| Q3 2025 | 23 holders, $7.5bn | 29 holders, $41.5bn |
| Q4 2025 | 21 holders, $8.0bn | 29 holders, $43.6bn |
| Q1 2026 | 20 holders, $7.7bn | 34 holders, $36.8bn |
| Q2 2026 | 21 holders, $8.7bn | 41 holders, $38.2bn |
US Bancorp
- Holders
- 11
- Reported value
- $4.5bn
- Buyers
- 8
- Sellers
- 4
Breadth +4 among 93 comparable managers.
Wells Fargo & Co
- Holders
- 32
- Reported value
- $27.2bn
- Buyers
- 16
- Sellers
- 17
Breadth -1 among 93 comparable managers.
Who holds both, Q4 2023
Both (6)
AllianceBernstein LP, Caxton Associates LLP, Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, T. Rowe Price Associates Inc
Only USB (5)
Artisan Partners LP, Capital Research Global Investors, First Eagle Investment Management LLC, Holocene Advisors LP, Viking Global Investors LP
Only WFC (26)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, 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, Squarepoint Ops LLC, Tudor Investment Corp, Voloridge Investment Management LLC, Walleye Capital LLC, and 1 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.