Holders over time
- HBAN
- WFC
| Quarter | HBAN | WFC |
|---|---|---|
| Q3 2020 | 8 holders, $648m | 34 holders, $15.9bn |
| Q4 2020 | 11 holders, $1.2bn | 33 holders, $19.5bn |
| Q1 2021 | 8 holders, $1.9bn | 31 holders, $23.4bn |
| Q2 2021 | 13 holders, $2.3bn | 33 holders, $28.0bn |
| Q3 2021 | 9 holders, $2.4bn | 28 holders, $27.7bn |
| Q4 2021 | 10 holders, $2.5bn | 32 holders, $28.6bn |
| Q1 2022 | 8 holders, $2.3bn | 37 holders, $28.8bn |
| Q2 2022 | 6 holders, $1.9bn | 32 holders, $24.1bn |
| Q3 2022 | 9 holders, $2.1bn | 28 holders, $25.5bn |
| Q4 2022 | 10 holders, $2.4bn | 33 holders, $25.2bn |
| Q1 2023 | 8 holders, $2.0bn | 34 holders, $21.5bn |
| Q2 2023 | 12 holders, $1.9bn | 29 holders, $23.4bn |
| Q3 2023 | 9 holders, $1.5bn | 30 holders, $22.9bn |
| Q4 2023 | 10 holders, $1.7bn | 32 holders, $27.2bn |
| Q1 2024 | 12 holders, $2.0bn | 27 holders, $33.6bn |
| Q2 2024 | 12 holders, $2.1bn | 37 holders, $34.1bn |
| Q3 2024 | 9 holders, $2.5bn | 35 holders, $32.0bn |
| Q4 2024 | 15 holders, $3.2bn | 42 holders, $38.9bn |
| Q1 2025 | 19 holders, $3.5bn | 39 holders, $38.2bn |
| Q2 2025 | 19 holders, $3.6bn | 33 holders, $41.6bn |
| Q3 2025 | 17 holders, $3.8bn | 29 holders, $41.5bn |
| Q4 2025 | 17 holders, $3.8bn | 29 holders, $43.6bn |
| Q1 2026 | 25 holders, $6.5bn | 34 holders, $36.8bn |
| Q2 2026 | 20 holders, $7.2bn | 41 holders, $38.2bn |
Huntington Bancshares Inc/oh
- Holders
- 12
- Reported value
- $2.1bn
- Buyers
- 8
- Sellers
- 3
Breadth +5 among 94 comparable managers.
Wells Fargo & Co
- Holders
- 37
- Reported value
- $34.1bn
- Buyers
- 23
- Sellers
- 13
Breadth +10 among 94 comparable managers.
Who holds both, Q2 2024
Both (9)
GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp
Only HBAN (3)
Hudson Bay Capital Management LP, Man Group PLC, PDT Partners LLC
Only WFC (28)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Jane Street Group LLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Two Sigma Advisers LP, and 3 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.