Holders over time
- WFC
- C
| Quarter | WFC | C |
|---|---|---|
| Q3 2020 | 34 holders, $15.9bn | 29 holders, $10.2bn |
| Q4 2020 | 33 holders, $19.5bn | 35 holders, $16.2bn |
| Q1 2021 | 31 holders, $23.4bn | 30 holders, $18.8bn |
| Q2 2021 | 33 holders, $28.0bn | 31 holders, $17.8bn |
| Q3 2021 | 28 holders, $27.7bn | 35 holders, $16.0bn |
| Q4 2021 | 32 holders, $28.6bn | 38 holders, $13.9bn |
| Q1 2022 | 37 holders, $28.8bn | 31 holders, $13.3bn |
| Q2 2022 | 32 holders, $24.1bn | 27 holders, $11.0bn |
| Q3 2022 | 28 holders, $25.5bn | 31 holders, $10.2bn |
| Q4 2022 | 33 holders, $25.2bn | 32 holders, $10.8bn |
| Q1 2023 | 34 holders, $21.5bn | 33 holders, $11.0bn |
| Q2 2023 | 29 holders, $23.4bn | 33 holders, $10.4bn |
| Q3 2023 | 30 holders, $22.9bn | 30 holders, $8.5bn |
| Q4 2023 | 32 holders, $27.2bn | 41 holders, $12.0bn |
| Q1 2024 | 27 holders, $33.6bn | 35 holders, $14.9bn |
| Q2 2024 | 37 holders, $34.1bn | 38 holders, $15.9bn |
| Q3 2024 | 35 holders, $32.0bn | 38 holders, $15.5bn |
| Q4 2024 | 42 holders, $38.9bn | 35 holders, $15.8bn |
| Q1 2025 | 39 holders, $38.2bn | 32 holders, $15.4bn |
| Q2 2025 | 33 holders, $41.6bn | 37 holders, $18.2bn |
| Q3 2025 | 29 holders, $41.5bn | 36 holders, $22.0bn |
| Q4 2025 | 29 holders, $43.6bn | 36 holders, $24.4bn |
| Q1 2026 | 34 holders, $36.8bn | 39 holders, $22.8bn |
| Q2 2026 | 41 holders, $38.2bn | 33 holders, $25.2bn |
Wells Fargo & Co
- Holders
- 42
- Reported value
- $38.9bn
- Buyers
- 25
- Sellers
- 18
Breadth +7 among 94 comparable managers.
Citigroup Inc
- Holders
- 35
- Reported value
- $15.8bn
- Buyers
- 25
- Sellers
- 13
Breadth +12 among 94 comparable managers.
Who holds both, Q4 2024
Both (30)
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, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., 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, MFS Investment Management, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, Winton Group Ltd, Woodline Partners LP
Only WFC (12)
Arrowstreet Capital LP, Citadel Advisors LLC, Dodge & Cox, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Susquehanna International Group LLP, Tudor Investment Corp, Wellington Management Group LLP
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.