Holders over time
- PNC
- WFC
| Quarter | PNC | WFC |
|---|---|---|
| Q3 2020 | 13 holders, $9.7bn | 34 holders, $15.9bn |
| Q4 2020 | 14 holders, $14.0bn | 33 holders, $19.5bn |
| Q1 2021 | 18 holders, $15.7bn | 31 holders, $23.4bn |
| Q2 2021 | 19 holders, $17.8bn | 33 holders, $28.0bn |
| Q3 2021 | 17 holders, $18.9bn | 28 holders, $27.7bn |
| Q4 2021 | 21 holders, $18.7bn | 32 holders, $28.6bn |
| Q1 2022 | 26 holders, $16.0bn | 37 holders, $28.8bn |
| Q2 2022 | 20 holders, $13.4bn | 32 holders, $24.1bn |
| Q3 2022 | 18 holders, $10.3bn | 28 holders, $25.5bn |
| Q4 2022 | 21 holders, $9.5bn | 33 holders, $25.2bn |
| Q1 2023 | 27 holders, $6.9bn | 34 holders, $21.5bn |
| Q2 2023 | 22 holders, $7.5bn | 29 holders, $23.4bn |
| Q3 2023 | 23 holders, $7.4bn | 30 holders, $22.9bn |
| Q4 2023 | 16 holders, $9.3bn | 32 holders, $27.2bn |
| Q1 2024 | 20 holders, $9.1bn | 27 holders, $33.6bn |
| Q2 2024 | 22 holders, $9.0bn | 37 holders, $34.1bn |
| Q3 2024 | 21 holders, $10.7bn | 35 holders, $32.0bn |
| Q4 2024 | 25 holders, $9.5bn | 42 holders, $38.9bn |
| Q1 2025 | 34 holders, $7.7bn | 39 holders, $38.2bn |
| Q2 2025 | 27 holders, $9.3bn | 33 holders, $41.6bn |
| Q3 2025 | 23 holders, $11.4bn | 29 holders, $41.5bn |
| Q4 2025 | 28 holders, $11.9bn | 29 holders, $43.6bn |
| Q1 2026 | 24 holders, $11.1bn | 34 holders, $36.8bn |
| Q2 2026 | 28 holders, $11.4bn | 41 holders, $38.2bn |
PNC Finl SVCS Group Inc
- Holders
- 25
- Reported value
- $9.5bn
- Buyers
- 13
- Sellers
- 11
Breadth +2 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 (24)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Tudor Investment Corp, Verition Fund Management LLC, Walleye Capital LLC, Winton Group Ltd
Only PNC (1)
Only WFC (18)
Acadian Asset Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, D. E. Shaw & Co., Harris Associates LP, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
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.