Holders over time
- PNFP
- WFC
| Quarter | PNFP | WFC |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 34 holders, $15.9bn |
| Q4 2020 | none listed holders, n.a. | 33 holders, $19.5bn |
| Q1 2021 | none listed holders, n.a. | 31 holders, $23.4bn |
| Q2 2021 | none listed holders, n.a. | 33 holders, $28.0bn |
| Q3 2021 | none listed holders, n.a. | 28 holders, $27.7bn |
| Q4 2021 | none listed holders, n.a. | 32 holders, $28.6bn |
| Q1 2022 | none listed holders, n.a. | 37 holders, $28.8bn |
| Q2 2022 | none listed holders, n.a. | 32 holders, $24.1bn |
| Q3 2022 | none listed holders, n.a. | 28 holders, $25.5bn |
| Q4 2022 | none listed holders, n.a. | 33 holders, $25.2bn |
| Q1 2023 | none listed holders, n.a. | 34 holders, $21.5bn |
| Q2 2023 | none listed holders, n.a. | 29 holders, $23.4bn |
| Q3 2023 | none listed holders, n.a. | 30 holders, $22.9bn |
| Q4 2023 | none listed holders, n.a. | 32 holders, $27.2bn |
| Q1 2024 | none listed holders, n.a. | 27 holders, $33.6bn |
| Q2 2024 | none listed holders, n.a. | 37 holders, $34.1bn |
| Q3 2024 | none listed holders, n.a. | 35 holders, $32.0bn |
| Q4 2024 | none listed holders, n.a. | 42 holders, $38.9bn |
| Q1 2025 | none listed holders, n.a. | 39 holders, $38.2bn |
| Q2 2025 | none listed holders, n.a. | 33 holders, $41.6bn |
| Q3 2025 | none listed holders, n.a. | 29 holders, $41.5bn |
| Q4 2025 | none listed holders, n.a. | 29 holders, $43.6bn |
| Q1 2026 | 16 holders, $2.5bn | 34 holders, $36.8bn |
| Q2 2026 | 13 holders, $3.4bn | 41 holders, $38.2bn |
Pinnacle Finl Partners Inc
- Holders
- 0
- Reported value
- $0
- Buyers
- n.a.
- Sellers
- n.a.
No cross-section for this quarter.
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 (0)
No tracked manager lists every one of them.
Only PNFP (0)
None.
Only WFC (37)
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), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, and 12 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.