Holders over time
- ZION
- WFC
| Quarter | ZION | WFC |
|---|---|---|
| Q3 2020 | 12 holders, $611m | 34 holders, $15.9bn |
| Q4 2020 | 9 holders, $1.1bn | 33 holders, $19.5bn |
| Q1 2021 | 9 holders, $1.4bn | 31 holders, $23.4bn |
| Q2 2021 | 8 holders, $1.3bn | 33 holders, $28.0bn |
| Q3 2021 | 7 holders, $1.4bn | 28 holders, $27.7bn |
| Q4 2021 | 8 holders, $1.2bn | 32 holders, $28.6bn |
| Q1 2022 | 12 holders, $1.3bn | 37 holders, $28.8bn |
| Q2 2022 | 14 holders, $873m | 32 holders, $24.1bn |
| Q3 2022 | 10 holders, $786m | 28 holders, $25.5bn |
| Q4 2022 | 13 holders, $657m | 33 holders, $25.2bn |
| Q1 2023 | 11 holders, $291m | 34 holders, $21.5bn |
| Q2 2023 | 8 holders, $207m | 29 holders, $23.4bn |
| Q3 2023 | 11 holders, $347m | 30 holders, $22.9bn |
| Q4 2023 | 8 holders, $308m | 32 holders, $27.2bn |
| Q1 2024 | 14 holders, $490m | 27 holders, $33.6bn |
| Q2 2024 | 11 holders, $502m | 37 holders, $34.1bn |
| Q3 2024 | 10 holders, $490m | 35 holders, $32.0bn |
| Q4 2024 | 12 holders, $659m | 42 holders, $38.9bn |
| Q1 2025 | 13 holders, $636m | 39 holders, $38.2bn |
| Q2 2025 | 12 holders, $507m | 33 holders, $41.6bn |
| Q3 2025 | 12 holders, $740m | 29 holders, $41.5bn |
| Q4 2025 | 13 holders, $533m | 29 holders, $43.6bn |
| Q1 2026 | 11 holders, $568m | 34 holders, $36.8bn |
| Q2 2026 | 14 holders, $780m | 41 holders, $38.2bn |
Zions Bancorporation Natl AS
- Holders
- 8
- Reported value
- $308m
- Buyers
- 4
- Sellers
- 4
Breadth 0 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 (5)
AllianceBernstein LP, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Schonfeld Strategic Advisors LLC, Voloridge Investment Management LLC
Only ZION (3)
Moore Capital Management LP, Two Sigma Advisers LP, Winton Group Ltd
Only WFC (27)
Acadian Asset Management LLC, AQR Capital Management LLC, Bridgewater Associates LP, Capital World Investors, 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, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, and 2 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.