Holders over time
- HDB
- WFC
| Quarter | HDB | WFC |
|---|---|---|
| Q3 2020 | 13 holders, $2.6bn | 34 holders, $15.9bn |
| Q4 2020 | 13 holders, $3.7bn | 33 holders, $19.5bn |
| Q1 2021 | 14 holders, $3.7bn | 31 holders, $23.4bn |
| Q2 2021 | 16 holders, $3.7bn | 33 holders, $28.0bn |
| Q3 2021 | 16 holders, $3.6bn | 28 holders, $27.7bn |
| Q4 2021 | 15 holders, $3.2bn | 32 holders, $28.6bn |
| Q1 2022 | 17 holders, $3.2bn | 37 holders, $28.8bn |
| Q2 2022 | 12 holders, $2.4bn | 32 holders, $24.1bn |
| Q3 2022 | 15 holders, $2.7bn | 28 holders, $25.5bn |
| Q4 2022 | 15 holders, $3.3bn | 33 holders, $25.2bn |
| Q1 2023 | 19 holders, $3.4bn | 34 holders, $21.5bn |
| Q2 2023 | 22 holders, $4.0bn | 29 holders, $23.4bn |
| Q3 2023 | 21 holders, $3.6bn | 30 holders, $22.9bn |
| Q4 2023 | 24 holders, $4.3bn | 32 holders, $27.2bn |
| Q1 2024 | 19 holders, $3.0bn | 27 holders, $33.6bn |
| Q2 2024 | 21 holders, $3.9bn | 37 holders, $34.1bn |
| Q3 2024 | 20 holders, $2.8bn | 35 holders, $32.0bn |
| Q4 2024 | 24 holders, $3.2bn | 42 holders, $38.9bn |
| Q1 2025 | 24 holders, $3.3bn | 39 holders, $38.2bn |
| Q2 2025 | 21 holders, $3.7bn | 33 holders, $41.6bn |
| Q3 2025 | 22 holders, $3.1bn | 29 holders, $41.5bn |
| Q4 2025 | 21 holders, $2.5bn | 29 holders, $43.6bn |
| Q1 2026 | 24 holders, $1.8bn | 34 holders, $36.8bn |
| Q2 2026 | 21 holders, $1.9bn | 41 holders, $38.2bn |
HDFC Bank LTD
- Holders
- 21
- Reported value
- $3.9bn
- Buyers
- 15
- Sellers
- 5
Breadth +10 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 (10)
Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Invesco Ltd, MFS Investment Management, Millennium Management LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only HDB (11)
Artisan Partners LP, Baillie Gifford & Co, D1 Capital Partners LP, Elliott Investment Management LP, Janus Henderson Group Ltd, Oaktree Capital Management LP, Polen Capital Management LLC, Southeastern Asset Management Inc, Steadfast Capital Management LP, Viking Global Investors LP, Winton Group Ltd
Only WFC (27)
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, Citadel Advisors LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Markel Group Inc, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, 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.