Holders over time
- ITUB
- WFC
| Quarter | ITUB | WFC |
|---|---|---|
| Q3 2020 | 4 holders, $289m | 34 holders, $15.9bn |
| Q4 2020 | 6 holders, $499m | 33 holders, $19.5bn |
| Q1 2021 | 4 holders, $423m | 31 holders, $23.4bn |
| Q2 2021 | 4 holders, $588m | 33 holders, $28.0bn |
| Q3 2021 | 5 holders, $511m | 28 holders, $27.7bn |
| Q4 2021 | 4 holders, $255m | 32 holders, $28.6bn |
| Q1 2022 | 7 holders, $641m | 37 holders, $28.8bn |
| Q2 2022 | 5 holders, $328m | 32 holders, $24.1bn |
| Q3 2022 | 6 holders, $395m | 28 holders, $25.5bn |
| Q4 2022 | 8 holders, $369m | 33 holders, $25.2bn |
| Q1 2023 | 6 holders, $264m | 34 holders, $21.5bn |
| Q2 2023 | 8 holders, $305m | 29 holders, $23.4bn |
| Q3 2023 | 9 holders, $293m | 30 holders, $22.9bn |
| Q4 2023 | 12 holders, $503m | 32 holders, $27.2bn |
| Q1 2024 | 8 holders, $559m | 27 holders, $33.6bn |
| Q2 2024 | 14 holders, $876m | 37 holders, $34.1bn |
| Q3 2024 | 14 holders, $756m | 35 holders, $32.0bn |
| Q4 2024 | 12 holders, $721m | 42 holders, $38.9bn |
| Q1 2025 | 11 holders, $914m | 39 holders, $38.2bn |
| Q2 2025 | 11 holders, $1.7bn | 33 holders, $41.6bn |
| Q3 2025 | 12 holders, $1.8bn | 29 holders, $41.5bn |
| Q4 2025 | 13 holders, $1.9bn | 29 holders, $43.6bn |
| Q1 2026 | 14 holders, $2.2bn | 34 holders, $36.8bn |
| Q2 2026 | 10 holders, $1.8bn | 41 holders, $38.2bn |
Itau Unibanco HLDG SA
- Holders
- 12
- Reported value
- $721m
- 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 (8)
Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Marshall Wace LLP, Renaissance Technologies LLC, Verition Fund Management LLC
Only ITUB (4)
Baillie Gifford & Co, First Eagle Investment Management LLC, Quantbot Technologies LP, Voloridge Investment Management LLC
Only WFC (34)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, and 9 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.