Holders over time
- KB
- WFC
| Quarter | KB | WFC |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 34 holders, $15.9bn |
| Q4 2020 | none listed holders, n.a. | 33 holders, $19.5bn |
| Q1 2021 | 2 holders, $10m | 31 holders, $23.4bn |
| Q2 2021 | 1 holders, $8.0m | 33 holders, $28.0bn |
| Q3 2021 | 1 holders, $10m | 28 holders, $27.7bn |
| Q4 2021 | 1 holders, $10m | 32 holders, $28.6bn |
| Q1 2022 | 2 holders, $40m | 37 holders, $28.8bn |
| Q2 2022 | 2 holders, $37m | 32 holders, $24.1bn |
| Q3 2022 | 2 holders, $40m | 28 holders, $25.5bn |
| Q4 2022 | 2 holders, $52m | 33 holders, $25.2bn |
| Q1 2023 | 1 holders, $42m | 34 holders, $21.5bn |
| Q2 2023 | 1 holders, $41m | 29 holders, $23.4bn |
| Q3 2023 | 2 holders, $52m | 30 holders, $22.9bn |
| Q4 2023 | 2 holders, $54m | 32 holders, $27.2bn |
| Q1 2024 | 3 holders, $74m | 27 holders, $33.6bn |
| Q2 2024 | 4 holders, $83m | 37 holders, $34.1bn |
| Q3 2024 | 3 holders, $22m | 35 holders, $32.0bn |
| Q4 2024 | 3 holders, $68m | 42 holders, $38.9bn |
| Q1 2025 | 3 holders, $62m | 39 holders, $38.2bn |
| Q2 2025 | 4 holders, $93m | 33 holders, $41.6bn |
| Q3 2025 | 3 holders, $84m | 29 holders, $41.5bn |
| Q4 2025 | 3 holders, $75m | 29 holders, $43.6bn |
| Q1 2026 | 2 holders, $14m | 34 holders, $36.8bn |
| Q2 2026 | 3 holders, $44m | 41 holders, $38.2bn |
KB Finl Group Inc
- Holders
- 3
- Reported value
- $75m
- Buyers
- 13
- Sellers
- 9
Breadth +4 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
Only KB (1)
Only WFC (27)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, 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, Verition Fund Management LLC, and 2 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.