Holders over time
- FHN
- WFC
| Quarter | FHN | WFC |
|---|---|---|
| Q3 2020 | 7 holders, $604m | 34 holders, $15.9bn |
| Q4 2020 | 9 holders, $791m | 33 holders, $19.5bn |
| Q1 2021 | 7 holders, $842m | 31 holders, $23.4bn |
| Q2 2021 | 5 holders, $727m | 33 holders, $28.0bn |
| Q3 2021 | 5 holders, $598m | 28 holders, $27.7bn |
| Q4 2021 | 6 holders, $165m | 32 holders, $28.6bn |
| Q1 2022 | 7 holders, $115m | 37 holders, $28.8bn |
| Q2 2022 | 13 holders, $607m | 32 holders, $24.1bn |
| Q3 2022 | 16 holders, $527m | 28 holders, $25.5bn |
| Q4 2022 | 13 holders, $608m | 33 holders, $25.2bn |
| Q1 2023 | 8 holders, $352m | 34 holders, $21.5bn |
| Q2 2023 | 12 holders, $690m | 29 holders, $23.4bn |
| Q3 2023 | 17 holders, $663m | 30 holders, $22.9bn |
| Q4 2023 | 16 holders, $844m | 32 holders, $27.2bn |
| Q1 2024 | 14 holders, $619m | 27 holders, $33.6bn |
| Q2 2024 | 14 holders, $571m | 37 holders, $34.1bn |
| Q3 2024 | 10 holders, $367m | 35 holders, $32.0bn |
| Q4 2024 | 14 holders, $932m | 42 holders, $38.9bn |
| Q1 2025 | 10 holders, $651m | 39 holders, $38.2bn |
| Q2 2025 | 10 holders, $716m | 33 holders, $41.6bn |
| Q3 2025 | 16 holders, $826m | 29 holders, $41.5bn |
| Q4 2025 | 16 holders, $677m | 29 holders, $43.6bn |
| Q1 2026 | 13 holders, $589m | 34 holders, $36.8bn |
| Q2 2026 | 15 holders, $717m | 41 holders, $38.2bn |
First Horizon Corporation
- Holders
- 10
- Reported value
- $367m
- Buyers
- 5
- Sellers
- 6
Breadth -1 among 94 comparable managers.
Wells Fargo & Co
- Holders
- 35
- Reported value
- $32.0bn
- Buyers
- 17
- Sellers
- 20
Breadth -3 among 94 comparable managers.
Who holds both, Q3 2024
Both (8)
AQR Capital Management LLC, Caxton Associates LLP, GAMCO Investors Inc, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Two Sigma Investments LP, Verition Fund Management LLC
Only FHN (2)
Only WFC (27)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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.