Holders over time
- ALLY
- WFC
| Quarter | ALLY | WFC |
|---|---|---|
| Q3 2020 | 16 holders, $2.3bn | 34 holders, $15.9bn |
| Q4 2020 | 15 holders, $2.4bn | 33 holders, $19.5bn |
| Q1 2021 | 20 holders, $2.8bn | 31 holders, $23.4bn |
| Q2 2021 | 20 holders, $2.9bn | 33 holders, $28.0bn |
| Q3 2021 | 24 holders, $3.1bn | 28 holders, $27.7bn |
| Q4 2021 | 19 holders, $2.8bn | 32 holders, $28.6bn |
| Q1 2022 | 16 holders, $3.0bn | 37 holders, $28.8bn |
| Q2 2022 | 18 holders, $2.9bn | 32 holders, $24.1bn |
| Q3 2022 | 19 holders, $2.3bn | 28 holders, $25.5bn |
| Q4 2022 | 15 holders, $2.2bn | 33 holders, $25.2bn |
| Q1 2023 | 19 holders, $2.2bn | 34 holders, $21.5bn |
| Q2 2023 | 14 holders, $2.1bn | 29 holders, $23.4bn |
| Q3 2023 | 10 holders, $1.8bn | 30 holders, $22.9bn |
| Q4 2023 | 11 holders, $2.4bn | 32 holders, $27.2bn |
| Q1 2024 | 9 holders, $2.8bn | 27 holders, $33.6bn |
| Q2 2024 | 11 holders, $2.6bn | 37 holders, $34.1bn |
| Q3 2024 | 16 holders, $2.5bn | 35 holders, $32.0bn |
| Q4 2024 | 14 holders, $2.3bn | 42 holders, $38.9bn |
| Q1 2025 | 21 holders, $2.9bn | 39 holders, $38.2bn |
| Q2 2025 | 25 holders, $3.4bn | 33 holders, $41.6bn |
| Q3 2025 | 20 holders, $3.3bn | 29 holders, $41.5bn |
| Q4 2025 | 20 holders, $4.1bn | 29 holders, $43.6bn |
| Q1 2026 | 15 holders, $3.4bn | 34 holders, $36.8bn |
| Q2 2026 | 16 holders, $3.8bn | 41 holders, $38.2bn |
Ally Finl Inc
- Holders
- 9
- Reported value
- $2.8bn
- Buyers
- 5
- Sellers
- 5
Breadth 0 among 93 comparable managers.
Wells Fargo & Co
- Holders
- 27
- Reported value
- $33.6bn
- Buyers
- 13
- Sellers
- 14
Breadth -1 among 93 comparable managers.
Who holds both, Q1 2024
Both (4)
Arrowstreet Capital LP, Harris Associates LP, Moore Capital Management LP, Squarepoint Ops LLC
Only ALLY (5)
Berkshire Hathaway Inc, Citadel Advisors LLC, Hudson Bay Capital Management LP, Marshall Wace LLP, Schonfeld Strategic Advisors LLC
Only WFC (23)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, T. Rowe Price Associates Inc, Wellington Management Group LLP
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.