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BKU · WFC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

BKUWFC
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • BKU
  • WFC
0204060202120222023202420252026
Holders and value by quarter
QuarterBKUWFC
Q3 20203 holders, $369m34 holders, $15.9bn
Q4 20203 holders, $583m33 holders, $19.5bn
Q1 20213 holders, $704m31 holders, $23.4bn
Q2 20214 holders, $657m33 holders, $28.0bn
Q3 20216 holders, $652m28 holders, $27.7bn
Q4 20216 holders, $624m32 holders, $28.6bn
Q1 20225 holders, $630m37 holders, $28.8bn
Q2 20226 holders, $510m32 holders, $24.1bn
Q3 20227 holders, $229m28 holders, $25.5bn
Q4 20225 holders, $187m33 holders, $25.2bn
Q1 20235 holders, $118m34 holders, $21.5bn
Q2 20233 holders, $36m29 holders, $23.4bn
Q3 20237 holders, $55m30 holders, $22.9bn
Q4 20237 holders, $87m32 holders, $27.2bn
Q1 20244 holders, $21m27 holders, $33.6bn
Q2 20244 holders, $124m37 holders, $34.1bn
Q3 20244 holders, $286m35 holders, $32.0bn
Q4 20247 holders, $304m42 holders, $38.9bn
Q1 20255 holders, $156m39 holders, $38.2bn
Q2 20253 holders, $20m33 holders, $41.6bn
Q3 20253 holders, $24m29 holders, $41.5bn
Q4 20257 holders, $254m29 holders, $43.6bn
Q1 20263 holders, $20m34 holders, $36.8bn
Q2 20264 holders, $33m41 holders, $38.2bn
BKU

Bankunited Inc

Holders
7
Reported value
$254m
Buyers
9
Sellers
16

Breadth -7 among 92 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
WFC

Wells Fargo & Co

Holders
29
Reported value
$43.6bn
Buyers
17
Sellers
22

Breadth -5 among 92 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q4 2025

Among the 33 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BKU (4)

Balyasny Asset Management LLC, Freestone Grove Partners LP, Soros Fund Management LLC, Winton Group Ltd

Only WFC (26)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, T. Rowe Price Associates Inc, and 1 more

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.

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