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
- 20
- Reported value
- $2.8bn
- Buyers
- 12
- Sellers
- 8
Breadth +4 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 (10)
Capital Research Global Investors, Capital World Investors, Dodge & Cox, Invesco Ltd, MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Wellington Management Group LLP, Winton Group Ltd
Only HDB (10)
Artisan Partners LP, Baillie Gifford & Co, D1 Capital Partners LP, Discovery Capital Management LLC, Elliott Investment Management LP, Janus Henderson Group Ltd, Maverick Capital Ltd, Oaktree Capital Management LP, Polen Capital Management LLC, Southeastern Asset Management Inc
Only WFC (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC
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.