Holders over time
- ALLY
- WFC
| Quarter | ALLY | WFC |
|---|---|---|
| Q3 2020 | 16 holders, $2.3bn | 34 holders, $15.9bn |
| Q4 2020 | 15 holders, $2.4bn | 33 holders, $19.5bn |
| Q1 2021 | 20 holders, $2.8bn | 31 holders, $23.4bn |
| Q2 2021 | 20 holders, $2.9bn | 33 holders, $28.0bn |
| Q3 2021 | 24 holders, $3.1bn | 28 holders, $27.7bn |
| Q4 2021 | 19 holders, $2.8bn | 32 holders, $28.6bn |
| Q1 2022 | 16 holders, $3.0bn | 37 holders, $28.8bn |
| Q2 2022 | 18 holders, $2.9bn | 32 holders, $24.1bn |
| Q3 2022 | 19 holders, $2.3bn | 28 holders, $25.5bn |
| Q4 2022 | 15 holders, $2.2bn | 33 holders, $25.2bn |
| Q1 2023 | 19 holders, $2.2bn | 34 holders, $21.5bn |
| Q2 2023 | 14 holders, $2.1bn | 29 holders, $23.4bn |
| Q3 2023 | 10 holders, $1.8bn | 30 holders, $22.9bn |
| Q4 2023 | 11 holders, $2.4bn | 32 holders, $27.2bn |
| Q1 2024 | 9 holders, $2.8bn | 27 holders, $33.6bn |
| Q2 2024 | 11 holders, $2.6bn | 37 holders, $34.1bn |
| Q3 2024 | 16 holders, $2.5bn | 35 holders, $32.0bn |
| Q4 2024 | 14 holders, $2.3bn | 42 holders, $38.9bn |
| Q1 2025 | 21 holders, $2.9bn | 39 holders, $38.2bn |
| Q2 2025 | 25 holders, $3.4bn | 33 holders, $41.6bn |
| Q3 2025 | 20 holders, $3.3bn | 29 holders, $41.5bn |
| Q4 2025 | 20 holders, $4.1bn | 29 holders, $43.6bn |
| Q1 2026 | 15 holders, $3.4bn | 34 holders, $36.8bn |
| Q2 2026 | 16 holders, $3.8bn | 41 holders, $38.2bn |
Ally Finl Inc
- Holders
- 20
- Reported value
- $3.3bn
- Buyers
- 13
- Sellers
- 8
Breadth +5 among 95 comparable managers.
Wells Fargo & Co
- Holders
- 29
- Reported value
- $41.5bn
- Buyers
- 14
- Sellers
- 15
Breadth -1 among 95 comparable managers.
Who holds both, Q3 2025
Both (6)
Acadian Asset Management LLC, Arrowstreet Capital LP, Capital World Investors, Harris Associates LP, Walleye Capital LLC, Wellington Management Group LLP
Only ALLY (14)
Berkshire Hathaway Inc, Caxton Associates LLP, Eisler Capital Management Ltd, Holocene Advisors LP, Janus Henderson Group Ltd, Moore Capital Management LP, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Winton Group Ltd
Only WFC (23)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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.