Holders over time
- HBAN
- WFC
| Quarter | HBAN | WFC |
|---|---|---|
| Q3 2020 | 8 holders, $648m | 34 holders, $15.9bn |
| Q4 2020 | 11 holders, $1.2bn | 33 holders, $19.5bn |
| Q1 2021 | 8 holders, $1.9bn | 31 holders, $23.4bn |
| Q2 2021 | 13 holders, $2.3bn | 33 holders, $28.0bn |
| Q3 2021 | 9 holders, $2.4bn | 28 holders, $27.7bn |
| Q4 2021 | 10 holders, $2.5bn | 32 holders, $28.6bn |
| Q1 2022 | 8 holders, $2.3bn | 37 holders, $28.8bn |
| Q2 2022 | 6 holders, $1.9bn | 32 holders, $24.1bn |
| Q3 2022 | 9 holders, $2.1bn | 28 holders, $25.5bn |
| Q4 2022 | 10 holders, $2.4bn | 33 holders, $25.2bn |
| Q1 2023 | 8 holders, $2.0bn | 34 holders, $21.5bn |
| Q2 2023 | 12 holders, $1.9bn | 29 holders, $23.4bn |
| Q3 2023 | 9 holders, $1.5bn | 30 holders, $22.9bn |
| Q4 2023 | 10 holders, $1.7bn | 32 holders, $27.2bn |
| Q1 2024 | 12 holders, $2.0bn | 27 holders, $33.6bn |
| Q2 2024 | 12 holders, $2.1bn | 37 holders, $34.1bn |
| Q3 2024 | 9 holders, $2.5bn | 35 holders, $32.0bn |
| Q4 2024 | 15 holders, $3.2bn | 42 holders, $38.9bn |
| Q1 2025 | 19 holders, $3.5bn | 39 holders, $38.2bn |
| Q2 2025 | 19 holders, $3.6bn | 33 holders, $41.6bn |
| Q3 2025 | 17 holders, $3.8bn | 29 holders, $41.5bn |
| Q4 2025 | 17 holders, $3.8bn | 29 holders, $43.6bn |
| Q1 2026 | 25 holders, $6.5bn | 34 holders, $36.8bn |
| Q2 2026 | 20 holders, $7.2bn | 41 holders, $38.2bn |
Huntington Bancshares Inc/oh
- Holders
- 19
- Reported value
- $3.5bn
- Buyers
- 13
- Sellers
- 3
Breadth +10 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 (15)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Walleye Capital LLC
Only HBAN (4)
ExodusPoint Capital Management LP, PDT Partners LLC, Squarepoint Ops LLC, Verition Fund Management LLC
Only WFC (24)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Point72 Asset Management LP, Rokos Capital Management LLP, Tudor Investment Corp, Two Sigma Advisers LP, Wellington Management Group LLP, 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.