Holders over time
- C
- WFC
| Quarter | C | WFC |
|---|---|---|
| Q3 2020 | 29 holders, $10.2bn | 34 holders, $15.9bn |
| Q4 2020 | 35 holders, $16.2bn | 33 holders, $19.5bn |
| Q1 2021 | 30 holders, $18.8bn | 31 holders, $23.4bn |
| Q2 2021 | 31 holders, $17.8bn | 33 holders, $28.0bn |
| Q3 2021 | 35 holders, $16.0bn | 28 holders, $27.7bn |
| Q4 2021 | 38 holders, $13.9bn | 32 holders, $28.6bn |
| Q1 2022 | 31 holders, $13.3bn | 37 holders, $28.8bn |
| Q2 2022 | 27 holders, $11.0bn | 32 holders, $24.1bn |
| Q3 2022 | 31 holders, $10.2bn | 28 holders, $25.5bn |
| Q4 2022 | 32 holders, $10.8bn | 33 holders, $25.2bn |
| Q1 2023 | 33 holders, $11.0bn | 34 holders, $21.5bn |
| Q2 2023 | 33 holders, $10.4bn | 29 holders, $23.4bn |
| Q3 2023 | 30 holders, $8.5bn | 30 holders, $22.9bn |
| Q4 2023 | 41 holders, $12.0bn | 32 holders, $27.2bn |
| Q1 2024 | 35 holders, $14.9bn | 27 holders, $33.6bn |
| Q2 2024 | 38 holders, $15.9bn | 37 holders, $34.1bn |
| Q3 2024 | 38 holders, $15.5bn | 35 holders, $32.0bn |
| Q4 2024 | 35 holders, $15.8bn | 42 holders, $38.9bn |
| Q1 2025 | 32 holders, $15.4bn | 39 holders, $38.2bn |
| Q2 2025 | 37 holders, $18.2bn | 33 holders, $41.6bn |
| Q3 2025 | 36 holders, $22.0bn | 29 holders, $41.5bn |
| Q4 2025 | 36 holders, $24.4bn | 29 holders, $43.6bn |
| Q1 2026 | 39 holders, $22.8bn | 34 holders, $36.8bn |
| Q2 2026 | 33 holders, $25.2bn | 41 holders, $38.2bn |
Citigroup Inc
- Holders
- 32
- Reported value
- $15.4bn
- Buyers
- 20
- Sellers
- 14
Breadth +6 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 (26)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), 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, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Winton Group Ltd, Woodline Partners LP
Only C (6)
Caxton Associates LLP, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Verition Fund Management LLC
Only WFC (13)
Balyasny Asset Management LLC, Citadel Advisors LLC, Dodge & Cox, Freestone Grove Partners LP, Markel Group Inc, Marshall Wace LLP, Moore Capital Management LP, Point72 Asset Management LP, Rokos Capital Management LLP, Tudor Investment Corp, Two Sigma Advisers LP, Walleye Capital LLC, 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.