Holders over time
- FHN
- WFC
| Quarter | FHN | WFC |
|---|---|---|
| Q3 2020 | 7 holders, $604m | 34 holders, $15.9bn |
| Q4 2020 | 9 holders, $791m | 33 holders, $19.5bn |
| Q1 2021 | 7 holders, $842m | 31 holders, $23.4bn |
| Q2 2021 | 5 holders, $727m | 33 holders, $28.0bn |
| Q3 2021 | 5 holders, $598m | 28 holders, $27.7bn |
| Q4 2021 | 6 holders, $165m | 32 holders, $28.6bn |
| Q1 2022 | 7 holders, $115m | 37 holders, $28.8bn |
| Q2 2022 | 13 holders, $607m | 32 holders, $24.1bn |
| Q3 2022 | 16 holders, $527m | 28 holders, $25.5bn |
| Q4 2022 | 13 holders, $608m | 33 holders, $25.2bn |
| Q1 2023 | 8 holders, $352m | 34 holders, $21.5bn |
| Q2 2023 | 12 holders, $690m | 29 holders, $23.4bn |
| Q3 2023 | 17 holders, $663m | 30 holders, $22.9bn |
| Q4 2023 | 16 holders, $844m | 32 holders, $27.2bn |
| Q1 2024 | 14 holders, $619m | 27 holders, $33.6bn |
| Q2 2024 | 14 holders, $571m | 37 holders, $34.1bn |
| Q3 2024 | 10 holders, $367m | 35 holders, $32.0bn |
| Q4 2024 | 14 holders, $932m | 42 holders, $38.9bn |
| Q1 2025 | 10 holders, $651m | 39 holders, $38.2bn |
| Q2 2025 | 10 holders, $716m | 33 holders, $41.6bn |
| Q3 2025 | 16 holders, $826m | 29 holders, $41.5bn |
| Q4 2025 | 16 holders, $677m | 29 holders, $43.6bn |
| Q1 2026 | 13 holders, $589m | 34 holders, $36.8bn |
| Q2 2026 | 15 holders, $717m | 41 holders, $38.2bn |
First Horizon Corporation
- Holders
- 16
- Reported value
- $677m
- Buyers
- 20
- Sellers
- 15
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 (7)
Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Millennium Management LLC, Verition Fund Management LLC
Only FHN (9)
Balyasny Asset Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Winton Group Ltd
Only WFC (22)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Rokos Capital Management LLP, 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.