Holders over time
- BNY
- WFC
| Quarter | BNY | WFC |
|---|---|---|
| Q3 2020 | 24 holders, $8.3bn | 34 holders, $15.9bn |
| Q4 2020 | 28 holders, $10.6bn | 33 holders, $19.5bn |
| Q1 2021 | 23 holders, $11.2bn | 31 holders, $23.4bn |
| Q2 2021 | 28 holders, $11.9bn | 33 holders, $28.0bn |
| Q3 2021 | 18 holders, $11.7bn | 28 holders, $27.7bn |
| Q4 2021 | 19 holders, $12.6bn | 32 holders, $28.6bn |
| Q1 2022 | 27 holders, $10.5bn | 37 holders, $28.8bn |
| Q2 2022 | 20 holders, $8.7bn | 32 holders, $24.1bn |
| Q3 2022 | 24 holders, $7.8bn | 28 holders, $25.5bn |
| Q4 2022 | 30 holders, $8.6bn | 33 holders, $25.2bn |
| Q1 2023 | 32 holders, $7.3bn | 34 holders, $21.5bn |
| Q2 2023 | 28 holders, $7.0bn | 29 holders, $23.4bn |
| Q3 2023 | 22 holders, $6.1bn | 30 holders, $22.9bn |
| Q4 2023 | 19 holders, $7.2bn | 32 holders, $27.2bn |
| Q1 2024 | 21 holders, $7.8bn | 27 holders, $33.6bn |
| Q2 2024 | 24 holders, $8.3bn | 37 holders, $34.1bn |
| Q3 2024 | 22 holders, $10.1bn | 35 holders, $32.0bn |
| Q4 2024 | 21 holders, $10.7bn | 42 holders, $38.9bn |
| Q1 2025 | 21 holders, $11.3bn | 39 holders, $38.2bn |
| Q2 2025 | 20 holders, $11.6bn | 33 holders, $41.6bn |
| Q3 2025 | 22 holders, $13.5bn | 29 holders, $41.5bn |
| Q4 2025 | 23 holders, $12.6bn | 29 holders, $43.6bn |
| Q1 2026 | 25 holders, $12.8bn | 34 holders, $36.8bn |
| Q2 2026 | 30 holders, $14.7bn | 41 holders, $38.2bn |
Bank of Ny Mellon Corp
- Holders
- 21
- Reported value
- $11.3bn
- Buyers
- 9
- Sellers
- 12
Breadth -3 among 95 comparable managers.
Wells Fargo & Co
- Holders
- 39
- Reported value
- $38.2bn
- Buyers
- 22
- Sellers
- 19
Breadth +3 among 95 comparable managers.
Who holds both, Q1 2025
Both (17)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP
Only BNY (4)
Arrowstreet Capital LP, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Squarepoint Ops LLC
Only WFC (22)
Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Two Sigma Advisers LP, Winton Group Ltd, 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.