L3VLUP

NTRS · WFC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • NTRS
  • WFC
0204060202120222023202420252026
Holders and value by quarter
QuarterNTRSWFC
Q3 202011 holders, $1.5bn34 holders, $15.9bn
Q4 202013 holders, $1.8bn33 holders, $19.5bn
Q1 202112 holders, $2.0bn31 holders, $23.4bn
Q2 202112 holders, $2.1bn33 holders, $28.0bn
Q3 202114 holders, $2.1bn28 holders, $27.7bn
Q4 202114 holders, $2.5bn32 holders, $28.6bn
Q1 202212 holders, $2.5bn37 holders, $28.8bn
Q2 202212 holders, $1.8bn32 holders, $24.1bn
Q3 202212 holders, $1.4bn28 holders, $25.5bn
Q4 20228 holders, $1.5bn33 holders, $25.2bn
Q1 20237 holders, $1.7bn34 holders, $21.5bn
Q2 202310 holders, $1.4bn29 holders, $23.4bn
Q3 202310 holders, $1.3bn30 holders, $22.9bn
Q4 20239 holders, $2.1bn32 holders, $27.2bn
Q1 202413 holders, $2.5bn27 holders, $33.6bn
Q2 20249 holders, $2.6bn37 holders, $34.1bn
Q3 20248 holders, $2.7bn35 holders, $32.0bn
Q4 202411 holders, $3.4bn42 holders, $38.9bn
Q1 202510 holders, $3.3bn39 holders, $38.2bn
Q2 202513 holders, $4.3bn33 holders, $41.6bn
Q3 202512 holders, $4.0bn29 holders, $41.5bn
Q4 202510 holders, $3.8bn29 holders, $43.6bn
Q1 202611 holders, $3.5bn34 holders, $36.8bn
Q2 202610 holders, $4.1bn41 holders, $38.2bn
NTRS

Northern TR Corp

Holders
9
Reported value
$2.6bn
Buyers
5
Sellers
6

Breadth -1 among 94 comparable managers.

WFC

Wells Fargo & Co

Holders
37
Reported value
$34.1bn
Buyers
23
Sellers
13

Breadth +10 among 94 comparable managers.

Who holds both, Q2 2024

Among the 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

Back to the 13F Explorer →