Holders over time
- BAP
- WFC
| Quarter | BAP | WFC |
|---|---|---|
| Q3 2020 | 12 holders, $2.1bn | 34 holders, $15.9bn |
| Q4 2020 | 12 holders, $3.0bn | 33 holders, $19.5bn |
| Q1 2021 | 12 holders, $2.2bn | 31 holders, $23.4bn |
| Q2 2021 | 6 holders, $1.1bn | 33 holders, $28.0bn |
| Q3 2021 | 5 holders, $1.3bn | 28 holders, $27.7bn |
| Q4 2021 | 8 holders, $1.2bn | 32 holders, $28.6bn |
| Q1 2022 | 7 holders, $2.2bn | 37 holders, $28.8bn |
| Q2 2022 | 7 holders, $1.1bn | 32 holders, $24.1bn |
| Q3 2022 | 9 holders, $1.8bn | 28 holders, $25.5bn |
| Q4 2022 | 12 holders, $1.7bn | 33 holders, $25.2bn |
| Q1 2023 | 12 holders, $1.7bn | 34 holders, $21.5bn |
| Q2 2023 | 12 holders, $2.3bn | 29 holders, $23.4bn |
| Q3 2023 | 9 holders, $1.6bn | 30 holders, $22.9bn |
| Q4 2023 | 9 holders, $2.2bn | 32 holders, $27.2bn |
| Q1 2024 | 8 holders, $2.6bn | 27 holders, $33.6bn |
| Q2 2024 | 9 holders, $2.6bn | 37 holders, $34.1bn |
| Q3 2024 | 11 holders, $2.9bn | 35 holders, $32.0bn |
| Q4 2024 | 9 holders, $2.7bn | 42 holders, $38.9bn |
| Q1 2025 | 12 holders, $2.8bn | 39 holders, $38.2bn |
| Q2 2025 | 12 holders, $3.2bn | 33 holders, $41.6bn |
| Q3 2025 | 12 holders, $4.7bn | 29 holders, $41.5bn |
| Q4 2025 | 14 holders, $4.8bn | 29 holders, $43.6bn |
| Q1 2026 | 14 holders, $6.3bn | 34 holders, $36.8bn |
| Q2 2026 | 12 holders, $7.1bn | 41 holders, $38.2bn |
Credicorp LTD
- Holders
- 14
- Reported value
- $4.8bn
- Buyers
- 19
- Sellers
- 14
Breadth +5 among 92 comparable managers.
Wells Fargo & Co
- Holders
- 29
- Reported value
- $43.6bn
- Buyers
- 17
- Sellers
- 22
Breadth -5 among 92 comparable managers.
Who holds both, Q4 2025
Both (9)
Acadian Asset Management LLC, Artisan Partners LP, Capital World Investors, Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management
Only BAP (5)
Arrowstreet Capital LP, Baillie Gifford & Co, Discovery Capital Management LLC, Quantbot Technologies LP, Voloridge Investment Management LLC
Only WFC (20)
AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Markel Group Inc, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, T. Rowe Price Associates Inc, Verition Fund Management LLC, 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.