Holders over time
- HBAN
- WFC
| Quarter | HBAN | WFC |
|---|---|---|
| Q3 2020 | 8 holders, $648m | 34 holders, $15.9bn |
| Q4 2020 | 11 holders, $1.2bn | 33 holders, $19.5bn |
| Q1 2021 | 8 holders, $1.9bn | 31 holders, $23.4bn |
| Q2 2021 | 13 holders, $2.3bn | 33 holders, $28.0bn |
| Q3 2021 | 9 holders, $2.4bn | 28 holders, $27.7bn |
| Q4 2021 | 10 holders, $2.5bn | 32 holders, $28.6bn |
| Q1 2022 | 8 holders, $2.3bn | 37 holders, $28.8bn |
| Q2 2022 | 6 holders, $1.9bn | 32 holders, $24.1bn |
| Q3 2022 | 9 holders, $2.1bn | 28 holders, $25.5bn |
| Q4 2022 | 10 holders, $2.4bn | 33 holders, $25.2bn |
| Q1 2023 | 8 holders, $2.0bn | 34 holders, $21.5bn |
| Q2 2023 | 12 holders, $1.9bn | 29 holders, $23.4bn |
| Q3 2023 | 9 holders, $1.5bn | 30 holders, $22.9bn |
| Q4 2023 | 10 holders, $1.7bn | 32 holders, $27.2bn |
| Q1 2024 | 12 holders, $2.0bn | 27 holders, $33.6bn |
| Q2 2024 | 12 holders, $2.1bn | 37 holders, $34.1bn |
| Q3 2024 | 9 holders, $2.5bn | 35 holders, $32.0bn |
| Q4 2024 | 15 holders, $3.2bn | 42 holders, $38.9bn |
| Q1 2025 | 19 holders, $3.5bn | 39 holders, $38.2bn |
| Q2 2025 | 19 holders, $3.6bn | 33 holders, $41.6bn |
| Q3 2025 | 17 holders, $3.8bn | 29 holders, $41.5bn |
| Q4 2025 | 17 holders, $3.8bn | 29 holders, $43.6bn |
| Q1 2026 | 25 holders, $6.5bn | 34 holders, $36.8bn |
| Q2 2026 | 20 holders, $7.2bn | 41 holders, $38.2bn |
Huntington Bancshares Inc/oh
- Holders
- 15
- Reported value
- $3.2bn
- Buyers
- 7
- Sellers
- 7
Breadth 0 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 (14)
AQR Capital Management LLC, Citadel Advisors LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC
Only HBAN (1)
Only WFC (28)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Harris Associates LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, Tudor Investment Corp, Walleye Capital LLC, and 3 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.