Holders over time
- ITUB
- WFC
| Quarter | ITUB | WFC |
|---|---|---|
| Q3 2020 | 4 holders, $289m | 34 holders, $15.9bn |
| Q4 2020 | 6 holders, $499m | 33 holders, $19.5bn |
| Q1 2021 | 4 holders, $423m | 31 holders, $23.4bn |
| Q2 2021 | 4 holders, $588m | 33 holders, $28.0bn |
| Q3 2021 | 5 holders, $511m | 28 holders, $27.7bn |
| Q4 2021 | 4 holders, $255m | 32 holders, $28.6bn |
| Q1 2022 | 7 holders, $641m | 37 holders, $28.8bn |
| Q2 2022 | 5 holders, $328m | 32 holders, $24.1bn |
| Q3 2022 | 6 holders, $395m | 28 holders, $25.5bn |
| Q4 2022 | 8 holders, $369m | 33 holders, $25.2bn |
| Q1 2023 | 6 holders, $264m | 34 holders, $21.5bn |
| Q2 2023 | 8 holders, $305m | 29 holders, $23.4bn |
| Q3 2023 | 9 holders, $293m | 30 holders, $22.9bn |
| Q4 2023 | 12 holders, $503m | 32 holders, $27.2bn |
| Q1 2024 | 8 holders, $559m | 27 holders, $33.6bn |
| Q2 2024 | 14 holders, $876m | 37 holders, $34.1bn |
| Q3 2024 | 14 holders, $756m | 35 holders, $32.0bn |
| Q4 2024 | 12 holders, $721m | 42 holders, $38.9bn |
| Q1 2025 | 11 holders, $914m | 39 holders, $38.2bn |
| Q2 2025 | 11 holders, $1.7bn | 33 holders, $41.6bn |
| Q3 2025 | 12 holders, $1.8bn | 29 holders, $41.5bn |
| Q4 2025 | 13 holders, $1.9bn | 29 holders, $43.6bn |
| Q1 2026 | 14 holders, $2.2bn | 34 holders, $36.8bn |
| Q2 2026 | 10 holders, $1.8bn | 41 holders, $38.2bn |
Itau Unibanco HLDG SA
- Holders
- 11
- Reported value
- $1.7bn
- Buyers
- 9
- Sellers
- 2
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 (6)
Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only ITUB (5)
Baillie Gifford & Co, First Eagle Investment Management LLC, Oaktree Capital Management LP, Renaissance Technologies LLC, Voloridge Investment Management LLC
Only WFC (27)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, D. E. Shaw & Co., Eisler Capital Management Ltd, 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, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, Two Sigma Advisers LP, and 2 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.