Holders over time
- ALLY
- WFC
| Quarter | ALLY | WFC |
|---|---|---|
| Q3 2020 | 16 holders, $2.3bn | 34 holders, $15.9bn |
| Q4 2020 | 15 holders, $2.4bn | 33 holders, $19.5bn |
| Q1 2021 | 20 holders, $2.8bn | 31 holders, $23.4bn |
| Q2 2021 | 20 holders, $2.9bn | 33 holders, $28.0bn |
| Q3 2021 | 24 holders, $3.1bn | 28 holders, $27.7bn |
| Q4 2021 | 19 holders, $2.8bn | 32 holders, $28.6bn |
| Q1 2022 | 16 holders, $3.0bn | 37 holders, $28.8bn |
| Q2 2022 | 18 holders, $2.9bn | 32 holders, $24.1bn |
| Q3 2022 | 19 holders, $2.3bn | 28 holders, $25.5bn |
| Q4 2022 | 15 holders, $2.2bn | 33 holders, $25.2bn |
| Q1 2023 | 19 holders, $2.2bn | 34 holders, $21.5bn |
| Q2 2023 | 14 holders, $2.1bn | 29 holders, $23.4bn |
| Q3 2023 | 10 holders, $1.8bn | 30 holders, $22.9bn |
| Q4 2023 | 11 holders, $2.4bn | 32 holders, $27.2bn |
| Q1 2024 | 9 holders, $2.8bn | 27 holders, $33.6bn |
| Q2 2024 | 11 holders, $2.6bn | 37 holders, $34.1bn |
| Q3 2024 | 16 holders, $2.5bn | 35 holders, $32.0bn |
| Q4 2024 | 14 holders, $2.3bn | 42 holders, $38.9bn |
| Q1 2025 | 21 holders, $2.9bn | 39 holders, $38.2bn |
| Q2 2025 | 25 holders, $3.4bn | 33 holders, $41.6bn |
| Q3 2025 | 20 holders, $3.3bn | 29 holders, $41.5bn |
| Q4 2025 | 20 holders, $4.1bn | 29 holders, $43.6bn |
| Q1 2026 | 15 holders, $3.4bn | 34 holders, $36.8bn |
| Q2 2026 | 16 holders, $3.8bn | 41 holders, $38.2bn |
Ally Finl Inc
- Holders
- 14
- Reported value
- $2.3bn
- Buyers
- 7
- Sellers
- 4
Breadth +3 among 94 comparable managers.
Wells Fargo & Co
- Holders
- 42
- Reported value
- $38.9bn
- Buyers
- 25
- Sellers
- 18
Breadth +7 among 94 comparable managers.
Who holds both, Q4 2024
Both (10)
Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Harris Associates LP, Janus Henderson Group Ltd, Maverick Capital Ltd, Moore Capital Management LP, Walleye Capital LLC
Only ALLY (4)
Berkshire Hathaway Inc, Caxton Associates LLP, Quantbot Technologies LP, Rokos Capital Management LLP
Only WFC (32)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, and 7 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.