Holders over time
- ALLY
- WFC
| Quarter | ALLY | WFC |
|---|---|---|
| Q3 2020 | 16 holders, $2.3bn | 34 holders, $15.9bn |
| Q4 2020 | 15 holders, $2.4bn | 33 holders, $19.5bn |
| Q1 2021 | 20 holders, $2.8bn | 31 holders, $23.4bn |
| Q2 2021 | 20 holders, $2.9bn | 33 holders, $28.0bn |
| Q3 2021 | 24 holders, $3.1bn | 28 holders, $27.7bn |
| Q4 2021 | 19 holders, $2.8bn | 32 holders, $28.6bn |
| Q1 2022 | 16 holders, $3.0bn | 37 holders, $28.8bn |
| Q2 2022 | 18 holders, $2.9bn | 32 holders, $24.1bn |
| Q3 2022 | 19 holders, $2.3bn | 28 holders, $25.5bn |
| Q4 2022 | 15 holders, $2.2bn | 33 holders, $25.2bn |
| Q1 2023 | 19 holders, $2.2bn | 34 holders, $21.5bn |
| Q2 2023 | 14 holders, $2.1bn | 29 holders, $23.4bn |
| Q3 2023 | 10 holders, $1.8bn | 30 holders, $22.9bn |
| Q4 2023 | 11 holders, $2.4bn | 32 holders, $27.2bn |
| Q1 2024 | 9 holders, $2.8bn | 27 holders, $33.6bn |
| Q2 2024 | 11 holders, $2.6bn | 37 holders, $34.1bn |
| Q3 2024 | 16 holders, $2.5bn | 35 holders, $32.0bn |
| Q4 2024 | 14 holders, $2.3bn | 42 holders, $38.9bn |
| Q1 2025 | 21 holders, $2.9bn | 39 holders, $38.2bn |
| Q2 2025 | 25 holders, $3.4bn | 33 holders, $41.6bn |
| Q3 2025 | 20 holders, $3.3bn | 29 holders, $41.5bn |
| Q4 2025 | 20 holders, $4.1bn | 29 holders, $43.6bn |
| Q1 2026 | 15 holders, $3.4bn | 34 holders, $36.8bn |
| Q2 2026 | 16 holders, $3.8bn | 41 holders, $38.2bn |
Ally Finl Inc
- Holders
- 15
- Reported value
- $3.4bn
- Buyers
- 17
- Sellers
- 21
Breadth -4 among 91 comparable managers.
Wells Fargo & Co
- Holders
- 34
- Reported value
- $36.8bn
- Buyers
- 20
- Sellers
- 22
Breadth -2 among 91 comparable managers.
Who holds both, Q1 2026
Both (8)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Harris Associates LP, Janus Henderson Group Ltd, Schonfeld Strategic Advisors LLC, Walleye Capital LLC, Wellington Management Group LLP
Only ALLY (7)
Berkshire Hathaway Inc, ExodusPoint Capital Management LP, Holocene Advisors LP, Moore Capital Management LP, PDT Partners LLC, Point72 Asset Management LP, Soros Fund Management LLC
Only WFC (26)
AllianceBernstein LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Voloridge Investment Management LLC, 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.