Holders over time
- WFC
- BAC
| Quarter | WFC | BAC |
|---|---|---|
| Q3 2020 | 34 holders, $15.9bn | 33 holders, $48.3bn |
| Q4 2020 | 33 holders, $19.5bn | 36 holders, $60.7bn |
| Q1 2021 | 31 holders, $23.4bn | 33 holders, $77.6bn |
| Q2 2021 | 33 holders, $28.0bn | 30 holders, $83.1bn |
| Q3 2021 | 28 holders, $27.7bn | 28 holders, $81.4bn |
| Q4 2021 | 32 holders, $28.6bn | 30 holders, $82.8bn |
| Q1 2022 | 37 holders, $28.8bn | 39 holders, $74.0bn |
| Q2 2022 | 32 holders, $24.1bn | 40 holders, $54.7bn |
| Q3 2022 | 28 holders, $25.5bn | 36 holders, $53.0bn |
| Q4 2022 | 33 holders, $25.2bn | 33 holders, $59.0bn |
| Q1 2023 | 34 holders, $21.5bn | 32 holders, $50.5bn |
| Q2 2023 | 29 holders, $23.4bn | 37 holders, $49.0bn |
| Q3 2023 | 30 holders, $22.9bn | 36 holders, $46.0bn |
| Q4 2023 | 32 holders, $27.2bn | 34 holders, $56.6bn |
| Q1 2024 | 27 holders, $33.6bn | 35 holders, $64.4bn |
| Q2 2024 | 37 holders, $34.1bn | 35 holders, $68.9bn |
| Q3 2024 | 35 holders, $32.0bn | 43 holders, $60.8bn |
| Q4 2024 | 42 holders, $38.9bn | 43 holders, $63.8bn |
| Q1 2025 | 39 holders, $38.2bn | 40 holders, $59.8bn |
| Q2 2025 | 33 holders, $41.6bn | 44 holders, $67.4bn |
| Q3 2025 | 29 holders, $41.5bn | 44 holders, $72.1bn |
| Q4 2025 | 29 holders, $43.6bn | 41 holders, $68.5bn |
| Q1 2026 | 34 holders, $36.8bn | 39 holders, $59.5bn |
| Q2 2026 | 41 holders, $38.2bn | 37 holders, $64.8bn |
Wells Fargo & Co
- Holders
- 29
- Reported value
- $43.6bn
- Buyers
- 17
- Sellers
- 22
Breadth -5 among 92 comparable managers.
Bank of Amer Corp
- Holders
- 41
- Reported value
- $68.5bn
- Buyers
- 18
- Sellers
- 31
Breadth -13 among 92 comparable managers.
Who holds both, Q4 2025
Both (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, 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, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only WFC (4)
Caxton Associates LLP, Citadel Advisors LLC, Markel Group Inc, Rokos Capital Management LLP
Only BAC (16)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, D1 Capital Partners LP, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, Viking Global Investors LP, Walleye Capital LLC, Winton Group Ltd
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.