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UBS · WFC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

UBSWFC
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • UBS
  • WFC
0204060202120222023202420252026
Holders and value by quarter
QuarterUBSWFC
Q3 20208 holders, $3.5bn34 holders, $15.9bn
Q4 20207 holders, $4.0bn33 holders, $19.5bn
Q1 20218 holders, $4.4bn31 holders, $23.4bn
Q2 20215 holders, $4.2bn33 holders, $28.0bn
Q3 20216 holders, $4.5bn28 holders, $27.7bn
Q4 20219 holders, $5.4bn32 holders, $28.6bn
Q1 20229 holders, $7.7bn37 holders, $28.8bn
Q2 202210 holders, $6.1bn32 holders, $24.1bn
Q3 202210 holders, $5.4bn28 holders, $25.5bn
Q4 202211 holders, $7.0bn33 holders, $25.2bn
Q1 20239 holders, $7.1bn34 holders, $21.5bn
Q2 202311 holders, $7.1bn29 holders, $23.4bn
Q3 202311 holders, $8.8bn30 holders, $22.9bn
Q4 202310 holders, $10.1bn32 holders, $27.2bn
Q1 202410 holders, $10.0bn27 holders, $33.6bn
Q2 202410 holders, $9.5bn37 holders, $34.1bn
Q3 202410 holders, $9.0bn35 holders, $32.0bn
Q4 202410 holders, $8.9bn42 holders, $38.9bn
Q1 202510 holders, $8.9bn39 holders, $38.2bn
Q2 202512 holders, $8.2bn33 holders, $41.6bn
Q3 202514 holders, $13.3bn29 holders, $41.5bn
Q4 202514 holders, $14.4bn29 holders, $43.6bn
Q1 202612 holders, $10.2bn34 holders, $36.8bn
Q2 202613 holders, $13.2bn41 holders, $38.2bn
UBS

UBS Group AG

Holders
10
Reported value
$8.9bn
Buyers
5
Sellers
6

Breadth -1 among 95 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
WFC

Wells Fargo & Co

Holders
39
Reported value
$38.2bn
Buyers
22
Sellers
19

Breadth +3 among 95 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q1 2025

Among the 41 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only UBS (2)

Arrowstreet Capital LP, Renaissance Technologies LLC

Only WFC (31)

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, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, and 6 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.

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