Holders over time
- RF
- WFC
| Quarter | RF | WFC |
|---|---|---|
| Q3 2020 | 4 holders, $709m | 34 holders, $15.9bn |
| Q4 2020 | 4 holders, $745m | 33 holders, $19.5bn |
| Q1 2021 | 11 holders, $1.1bn | 31 holders, $23.4bn |
| Q2 2021 | 13 holders, $1.0bn | 33 holders, $28.0bn |
| Q3 2021 | 10 holders, $755m | 28 holders, $27.7bn |
| Q4 2021 | 7 holders, $645m | 32 holders, $28.6bn |
| Q1 2022 | 9 holders, $713m | 37 holders, $28.8bn |
| Q2 2022 | 8 holders, $721m | 32 holders, $24.1bn |
| Q3 2022 | 8 holders, $673m | 28 holders, $25.5bn |
| Q4 2022 | 13 holders, $972m | 33 holders, $25.2bn |
| Q1 2023 | 6 holders, $1.1bn | 34 holders, $21.5bn |
| Q2 2023 | 6 holders, $1.3bn | 29 holders, $23.4bn |
| Q3 2023 | 6 holders, $1.3bn | 30 holders, $22.9bn |
| Q4 2023 | 8 holders, $1.7bn | 32 holders, $27.2bn |
| Q1 2024 | 6 holders, $1.8bn | 27 holders, $33.6bn |
| Q2 2024 | 9 holders, $1.8bn | 37 holders, $34.1bn |
| Q3 2024 | 9 holders, $1.8bn | 35 holders, $32.0bn |
| Q4 2024 | 9 holders, $1.8bn | 42 holders, $38.9bn |
| Q1 2025 | 13 holders, $1.9bn | 39 holders, $38.2bn |
| Q2 2025 | 11 holders, $2.1bn | 33 holders, $41.6bn |
| Q3 2025 | 12 holders, $2.3bn | 29 holders, $41.5bn |
| Q4 2025 | 14 holders, $2.2bn | 29 holders, $43.6bn |
| Q1 2026 | 15 holders, $2.0bn | 34 holders, $36.8bn |
| Q2 2026 | 12 holders, $1.8bn | 41 holders, $38.2bn |
Regions Financial Corp New
- Holders
- 12
- Reported value
- $2.3bn
- Buyers
- 4
- Sellers
- 9
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 (10)
AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Freestone Grove Partners LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Squarepoint Ops LLC, Wellington Management Group LLP
Only RF (2)
Only WFC (19)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Markel Group Inc, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, T. Rowe Price Associates Inc, Walleye Capital LLC, 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.