Holders over time
- HTH
- WFC
| Quarter | HTH | WFC |
|---|---|---|
| Q3 2020 | 3 holders, $25m | 34 holders, $15.9bn |
| Q4 2020 | 2 holders, $24m | 33 holders, $19.5bn |
| Q1 2021 | 2 holders, $26m | 31 holders, $23.4bn |
| Q2 2021 | 3 holders, $29m | 33 holders, $28.0bn |
| Q3 2021 | 2 holders, $28m | 28 holders, $27.7bn |
| Q4 2021 | 3 holders, $33m | 32 holders, $28.6bn |
| Q1 2022 | 5 holders, $32m | 37 holders, $28.8bn |
| Q2 2022 | 5 holders, $33m | 32 holders, $24.1bn |
| Q3 2022 | 3 holders, $27m | 28 holders, $25.5bn |
| Q4 2022 | 3 holders, $32m | 33 holders, $25.2bn |
| Q1 2023 | 3 holders, $42m | 34 holders, $21.5bn |
| Q2 2023 | 3 holders, $40m | 29 holders, $23.4bn |
| Q3 2023 | 2 holders, $65m | 30 holders, $22.9bn |
| Q4 2023 | 2 holders, $91m | 32 holders, $27.2bn |
| Q1 2024 | 1 holders, $70m | 27 holders, $33.6bn |
| Q2 2024 | 1 holders, $45m | 37 holders, $34.1bn |
| Q3 2024 | 4 holders, $62m | 35 holders, $32.0bn |
| Q4 2024 | 3 holders, $3.5m | 42 holders, $38.9bn |
| Q1 2025 | none listed holders, n.a. | 39 holders, $38.2bn |
| Q2 2025 | none listed holders, n.a. | 33 holders, $41.6bn |
| Q3 2025 | 1 holders, $8.3m | 29 holders, $41.5bn |
| Q4 2025 | 1 holders, $6.5m | 29 holders, $43.6bn |
| Q1 2026 | 2 holders, $17m | 34 holders, $36.8bn |
| Q2 2026 | 1 holders, $9.6m | 41 holders, $38.2bn |
Hilltop Holdings Inc
- Holders
- 0
- Reported value
- $0
- Buyers
- 0
- Sellers
- 1
Not ranked this quarter: its new positions are allocations in a new listing.
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 (0)
No tracked manager lists every one of them.
Only HTH (0)
None.
Only WFC (39)
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, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, 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, Markel Group Inc, Marshall Wace LLP, and 14 more
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.