Holders over time
- MTB
- WFC
| Quarter | MTB | WFC |
|---|---|---|
| Q3 2020 | 21 holders, $2.1bn | 34 holders, $15.9bn |
| Q4 2020 | 15 holders, $2.8bn | 33 holders, $19.5bn |
| Q1 2021 | 13 holders, $3.4bn | 31 holders, $23.4bn |
| Q2 2021 | 15 holders, $3.2bn | 33 holders, $28.0bn |
| Q3 2021 | 18 holders, $3.6bn | 28 holders, $27.7bn |
| Q4 2021 | 15 holders, $3.6bn | 32 holders, $28.6bn |
| Q1 2022 | 11 holders, $5.1bn | 37 holders, $28.8bn |
| Q2 2022 | 15 holders, $5.3bn | 32 holders, $24.1bn |
| Q3 2022 | 17 holders, $6.1bn | 28 holders, $25.5bn |
| Q4 2022 | 20 holders, $10.8bn | 33 holders, $25.2bn |
| Q1 2023 | 14 holders, $3.7bn | 34 holders, $21.5bn |
| Q2 2023 | 14 holders, $3.8bn | 29 holders, $23.4bn |
| Q3 2023 | 7 holders, $3.8bn | 30 holders, $22.9bn |
| Q4 2023 | 12 holders, $3.9bn | 32 holders, $27.2bn |
| Q1 2024 | 10 holders, $4.2bn | 27 holders, $33.6bn |
| Q2 2024 | 12 holders, $4.5bn | 37 holders, $34.1bn |
| Q3 2024 | 11 holders, $5.3bn | 35 holders, $32.0bn |
| Q4 2024 | 11 holders, $5.2bn | 42 holders, $38.9bn |
| Q1 2025 | 19 holders, $5.4bn | 39 holders, $38.2bn |
| Q2 2025 | 16 holders, $5.5bn | 33 holders, $41.6bn |
| Q3 2025 | 11 holders, $5.6bn | 29 holders, $41.5bn |
| Q4 2025 | 11 holders, $6.1bn | 29 holders, $43.6bn |
| Q1 2026 | 10 holders, $6.1bn | 34 holders, $36.8bn |
| Q2 2026 | 13 holders, $7.0bn | 41 holders, $38.2bn |
M & T BK Corp
- Holders
- 16
- Reported value
- $5.5bn
- Buyers
- 10
- Sellers
- 9
Breadth +1 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, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Two Sigma Advisers LP, Wellington Management Group LLP
Only MTB (4)
Caxton Associates LLP, Holocene Advisors LP, PDT Partners LLC, Verition Fund Management LLC
Only WFC (21)
AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Harris Associates LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Winton Group Ltd, 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.