Holders over time
- HDB
- WFC
| Quarter | HDB | WFC |
|---|---|---|
| Q3 2020 | 13 holders, $2.6bn | 34 holders, $15.9bn |
| Q4 2020 | 13 holders, $3.7bn | 33 holders, $19.5bn |
| Q1 2021 | 14 holders, $3.7bn | 31 holders, $23.4bn |
| Q2 2021 | 16 holders, $3.7bn | 33 holders, $28.0bn |
| Q3 2021 | 16 holders, $3.6bn | 28 holders, $27.7bn |
| Q4 2021 | 15 holders, $3.2bn | 32 holders, $28.6bn |
| Q1 2022 | 17 holders, $3.2bn | 37 holders, $28.8bn |
| Q2 2022 | 12 holders, $2.4bn | 32 holders, $24.1bn |
| Q3 2022 | 15 holders, $2.7bn | 28 holders, $25.5bn |
| Q4 2022 | 15 holders, $3.3bn | 33 holders, $25.2bn |
| Q1 2023 | 19 holders, $3.4bn | 34 holders, $21.5bn |
| Q2 2023 | 22 holders, $4.0bn | 29 holders, $23.4bn |
| Q3 2023 | 21 holders, $3.6bn | 30 holders, $22.9bn |
| Q4 2023 | 24 holders, $4.3bn | 32 holders, $27.2bn |
| Q1 2024 | 19 holders, $3.0bn | 27 holders, $33.6bn |
| Q2 2024 | 21 holders, $3.9bn | 37 holders, $34.1bn |
| Q3 2024 | 20 holders, $2.8bn | 35 holders, $32.0bn |
| Q4 2024 | 24 holders, $3.2bn | 42 holders, $38.9bn |
| Q1 2025 | 24 holders, $3.3bn | 39 holders, $38.2bn |
| Q2 2025 | 21 holders, $3.7bn | 33 holders, $41.6bn |
| Q3 2025 | 22 holders, $3.1bn | 29 holders, $41.5bn |
| Q4 2025 | 21 holders, $2.5bn | 29 holders, $43.6bn |
| Q1 2026 | 24 holders, $1.8bn | 34 holders, $36.8bn |
| Q2 2026 | 21 holders, $1.9bn | 41 holders, $38.2bn |
HDFC Bank LTD
- Holders
- 21
- Reported value
- $2.5bn
- Buyers
- 15
- Sellers
- 24
Breadth -9 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 (12)
Acadian Asset Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Wellington Management Group LLP
Only HDB (9)
Baillie Gifford & Co, Discovery Capital Management LLC, Elliott Investment Management LP, Holocene Advisors LP, Oaktree Capital Management LP, Polen Capital Management LLC, Southeastern Asset Management Inc, Steadfast Capital Management LP, Winton Group Ltd
Only WFC (17)
AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, T. Rowe Price Associates Inc, Verition Fund Management 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.