Holders over time
- BAC
- WFC
| Quarter | BAC | WFC |
|---|---|---|
| Q3 2020 | 33 holders, $48.3bn | 34 holders, $15.9bn |
| Q4 2020 | 36 holders, $60.7bn | 33 holders, $19.5bn |
| Q1 2021 | 33 holders, $77.6bn | 31 holders, $23.4bn |
| Q2 2021 | 30 holders, $83.1bn | 33 holders, $28.0bn |
| Q3 2021 | 28 holders, $81.4bn | 28 holders, $27.7bn |
| Q4 2021 | 30 holders, $82.8bn | 32 holders, $28.6bn |
| Q1 2022 | 39 holders, $74.0bn | 37 holders, $28.8bn |
| Q2 2022 | 40 holders, $54.7bn | 32 holders, $24.1bn |
| Q3 2022 | 36 holders, $53.0bn | 28 holders, $25.5bn |
| Q4 2022 | 33 holders, $59.0bn | 33 holders, $25.2bn |
| Q1 2023 | 32 holders, $50.5bn | 34 holders, $21.5bn |
| Q2 2023 | 37 holders, $49.0bn | 29 holders, $23.4bn |
| Q3 2023 | 36 holders, $46.0bn | 30 holders, $22.9bn |
| Q4 2023 | 34 holders, $56.6bn | 32 holders, $27.2bn |
| Q1 2024 | 35 holders, $64.4bn | 27 holders, $33.6bn |
| Q2 2024 | 35 holders, $68.9bn | 37 holders, $34.1bn |
| Q3 2024 | 43 holders, $60.8bn | 35 holders, $32.0bn |
| Q4 2024 | 43 holders, $63.8bn | 42 holders, $38.9bn |
| Q1 2025 | 40 holders, $59.8bn | 39 holders, $38.2bn |
| Q2 2025 | 44 holders, $67.4bn | 33 holders, $41.6bn |
| Q3 2025 | 44 holders, $72.1bn | 29 holders, $41.5bn |
| Q4 2025 | 41 holders, $68.5bn | 29 holders, $43.6bn |
| Q1 2026 | 39 holders, $59.5bn | 34 holders, $36.8bn |
| Q2 2026 | 37 holders, $64.8bn | 41 holders, $38.2bn |
Bank of Amer Corp
- Holders
- 44
- Reported value
- $67.4bn
- Buyers
- 24
- Sellers
- 20
Breadth +4 among 95 comparable managers.
Wells Fargo & Co
- Holders
- 33
- Reported value
- $41.6bn
- Buyers
- 18
- Sellers
- 17
Breadth +1 among 95 comparable managers.
Who holds both, Q2 2025
Both (28)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only BAC (16)
Acadian Asset Management LLC, Berkshire Hathaway Inc, Caxton Associates LLP, D1 Capital Partners LP, Freestone Grove Partners LP, Holocene Advisors LP, Maverick Capital Ltd, Moore Capital Management LP, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC
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.