Holders over time
- BPOP
- WFC
| Quarter | BPOP | WFC |
|---|---|---|
| Q3 2020 | 8 holders, $180m | 34 holders, $15.9bn |
| Q4 2020 | 11 holders, $709m | 33 holders, $19.5bn |
| Q1 2021 | 13 holders, $996m | 31 holders, $23.4bn |
| Q2 2021 | 12 holders, $917m | 33 holders, $28.0bn |
| Q3 2021 | 10 holders, $958m | 28 holders, $27.7bn |
| Q4 2021 | 10 holders, $972m | 32 holders, $28.6bn |
| Q1 2022 | 12 holders, $1.0bn | 37 holders, $28.8bn |
| Q2 2022 | 9 holders, $834m | 32 holders, $24.1bn |
| Q3 2022 | 7 holders, $619m | 28 holders, $25.5bn |
| Q4 2022 | 9 holders, $608m | 33 holders, $25.2bn |
| Q1 2023 | 6 holders, $464m | 34 holders, $21.5bn |
| Q2 2023 | 4 holders, $514m | 29 holders, $23.4bn |
| Q3 2023 | 5 holders, $584m | 30 holders, $22.9bn |
| Q4 2023 | 7 holders, $806m | 32 holders, $27.2bn |
| Q1 2024 | 9 holders, $907m | 27 holders, $33.6bn |
| Q2 2024 | 12 holders, $911m | 37 holders, $34.1bn |
| Q3 2024 | 12 holders, $952m | 35 holders, $32.0bn |
| Q4 2024 | 11 holders, $976m | 42 holders, $38.9bn |
| Q1 2025 | 12 holders, $987m | 39 holders, $38.2bn |
| Q2 2025 | 9 holders, $1.2bn | 33 holders, $41.6bn |
| Q3 2025 | 11 holders, $1.6bn | 29 holders, $41.5bn |
| Q4 2025 | 8 holders, $1.4bn | 29 holders, $43.6bn |
| Q1 2026 | 8 holders, $1.4bn | 34 holders, $36.8bn |
| Q2 2026 | 11 holders, $2.0bn | 41 holders, $38.2bn |
Popular Inc
- Holders
- 8
- Reported value
- $1.4bn
- Buyers
- 13
- Sellers
- 16
Breadth -3 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 (7)
Acadian Asset Management LLC, AQR Capital Management LLC, Bridgewater Associates LP, Caxton Associates LLP, MFS Investment Management, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only BPOP (1)
Only WFC (27)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Investments LP, Voloridge Investment 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.