Holders over time
- IBN
- WFC
| Quarter | IBN | WFC |
|---|---|---|
| Q3 2020 | 8 holders, $1.3bn | 34 holders, $15.9bn |
| Q4 2020 | 9 holders, $1.4bn | 33 holders, $19.5bn |
| Q1 2021 | 11 holders, $2.1bn | 31 holders, $23.4bn |
| Q2 2021 | 11 holders, $2.6bn | 33 holders, $28.0bn |
| Q3 2021 | 13 holders, $2.9bn | 28 holders, $27.7bn |
| Q4 2021 | 12 holders, $1.4bn | 32 holders, $28.6bn |
| Q1 2022 | 12 holders, $1.3bn | 37 holders, $28.8bn |
| Q2 2022 | 12 holders, $915m | 32 holders, $24.1bn |
| Q3 2022 | 15 holders, $1.6bn | 28 holders, $25.5bn |
| Q4 2022 | 16 holders, $1.8bn | 33 holders, $25.2bn |
| Q1 2023 | 17 holders, $1.7bn | 34 holders, $21.5bn |
| Q2 2023 | 18 holders, $1.8bn | 29 holders, $23.4bn |
| Q3 2023 | 16 holders, $1.8bn | 30 holders, $22.9bn |
| Q4 2023 | 15 holders, $1.8bn | 32 holders, $27.2bn |
| Q1 2024 | 15 holders, $1.7bn | 27 holders, $33.6bn |
| Q2 2024 | 14 holders, $1.7bn | 37 holders, $34.1bn |
| Q3 2024 | 10 holders, $1.5bn | 35 holders, $32.0bn |
| Q4 2024 | 10 holders, $1.7bn | 42 holders, $38.9bn |
| Q1 2025 | 12 holders, $1.8bn | 39 holders, $38.2bn |
| Q2 2025 | 15 holders, $2.2bn | 33 holders, $41.6bn |
| Q3 2025 | 11 holders, $1.7bn | 29 holders, $41.5bn |
| Q4 2025 | 17 holders, $2.2bn | 29 holders, $43.6bn |
| Q1 2026 | 16 holders, $1.7bn | 34 holders, $36.8bn |
| Q2 2026 | 12 holders, $1.5bn | 41 holders, $38.2bn |
Icici BK LTD
- Holders
- 15
- Reported value
- $1.7bn
- Buyers
- 5
- Sellers
- 11
Breadth -6 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 (6)
Arrowstreet Capital LP, Capital World Investors, Dodge & Cox, Invesco Ltd, Squarepoint Ops LLC, T. Rowe Price Associates Inc
Only IBN (9)
Artisan Partners LP, Baillie Gifford & Co, Egerton Capital UK LLP, Lone Pine Capital LLC, Man Group PLC, Oaktree Capital Management LP, Quantbot Technologies LP, Tudor Investment Corp, Voloridge Investment Management LLC
Only WFC (21)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, 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.