Holders over time
- ZION
- WFC
| Quarter | ZION | WFC |
|---|---|---|
| Q3 2020 | 12 holders, $611m | 34 holders, $15.9bn |
| Q4 2020 | 9 holders, $1.1bn | 33 holders, $19.5bn |
| Q1 2021 | 9 holders, $1.4bn | 31 holders, $23.4bn |
| Q2 2021 | 8 holders, $1.3bn | 33 holders, $28.0bn |
| Q3 2021 | 7 holders, $1.4bn | 28 holders, $27.7bn |
| Q4 2021 | 8 holders, $1.2bn | 32 holders, $28.6bn |
| Q1 2022 | 12 holders, $1.3bn | 37 holders, $28.8bn |
| Q2 2022 | 14 holders, $873m | 32 holders, $24.1bn |
| Q3 2022 | 10 holders, $786m | 28 holders, $25.5bn |
| Q4 2022 | 13 holders, $657m | 33 holders, $25.2bn |
| Q1 2023 | 11 holders, $291m | 34 holders, $21.5bn |
| Q2 2023 | 8 holders, $207m | 29 holders, $23.4bn |
| Q3 2023 | 11 holders, $347m | 30 holders, $22.9bn |
| Q4 2023 | 8 holders, $308m | 32 holders, $27.2bn |
| Q1 2024 | 14 holders, $490m | 27 holders, $33.6bn |
| Q2 2024 | 11 holders, $502m | 37 holders, $34.1bn |
| Q3 2024 | 10 holders, $490m | 35 holders, $32.0bn |
| Q4 2024 | 12 holders, $659m | 42 holders, $38.9bn |
| Q1 2025 | 13 holders, $636m | 39 holders, $38.2bn |
| Q2 2025 | 12 holders, $507m | 33 holders, $41.6bn |
| Q3 2025 | 12 holders, $740m | 29 holders, $41.5bn |
| Q4 2025 | 13 holders, $533m | 29 holders, $43.6bn |
| Q1 2026 | 11 holders, $568m | 34 holders, $36.8bn |
| Q2 2026 | 14 holders, $780m | 41 holders, $38.2bn |
Zions Bancorporation Natl AS
- Holders
- 12
- Reported value
- $507m
- Buyers
- 7
- Sellers
- 5
Breadth +2 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 (8)
AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Quantbot Technologies LP, Two Sigma Advisers LP, Winton Group Ltd
Only ZION (4)
Citadel Advisors LLC, Freestone Grove Partners LP, Holocene Advisors LP, Schonfeld Strategic Advisors LLC
Only WFC (25)
AllianceBernstein LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, 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, 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, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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.