Holders over time
- FITB
- WFC
| Quarter | FITB | WFC |
|---|---|---|
| Q3 2020 | 9 holders, $2.1bn | 34 holders, $15.9bn |
| Q4 2020 | 16 holders, $2.6bn | 33 holders, $19.5bn |
| Q1 2021 | 12 holders, $3.9bn | 31 holders, $23.4bn |
| Q2 2021 | 15 holders, $4.4bn | 33 holders, $28.0bn |
| Q3 2021 | 13 holders, $4.5bn | 28 holders, $27.7bn |
| Q4 2021 | 12 holders, $4.5bn | 32 holders, $28.6bn |
| Q1 2022 | 15 holders, $4.8bn | 37 holders, $28.8bn |
| Q2 2022 | 13 holders, $3.8bn | 32 holders, $24.1bn |
| Q3 2022 | 12 holders, $3.4bn | 28 holders, $25.5bn |
| Q4 2022 | 14 holders, $3.3bn | 33 holders, $25.2bn |
| Q1 2023 | 15 holders, $2.2bn | 34 holders, $21.5bn |
| Q2 2023 | 17 holders, $2.3bn | 29 holders, $23.4bn |
| Q3 2023 | 11 holders, $2.6bn | 30 holders, $22.9bn |
| Q4 2023 | 9 holders, $3.8bn | 32 holders, $27.2bn |
| Q1 2024 | 8 holders, $4.1bn | 27 holders, $33.6bn |
| Q2 2024 | 7 holders, $3.6bn | 37 holders, $34.1bn |
| Q3 2024 | 7 holders, $3.8bn | 35 holders, $32.0bn |
| Q4 2024 | 8 holders, $3.4bn | 42 holders, $38.9bn |
| Q1 2025 | 11 holders, $3.1bn | 39 holders, $38.2bn |
| Q2 2025 | 15 holders, $3.7bn | 33 holders, $41.6bn |
| Q3 2025 | 16 holders, $4.4bn | 29 holders, $41.5bn |
| Q4 2025 | 14 holders, $5.3bn | 29 holders, $43.6bn |
| Q1 2026 | 15 holders, $7.3bn | 34 holders, $36.8bn |
| Q2 2026 | 12 holders, $8.3bn | 41 holders, $38.2bn |
Fifth Third Bancorp
- Holders
- 15
- Reported value
- $3.7bn
- Buyers
- 11
- Sellers
- 4
Breadth +7 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 (12)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Invesco Ltd, MFS Investment Management, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Winton Group Ltd
Only WFC (21)
AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Wellington Management Group LLP, 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.