Holders over time
- DB
- WFC
| Quarter | DB | WFC |
|---|---|---|
| Q3 2020 | 2 holders, $660m | 34 holders, $15.9bn |
| Q4 2020 | 4 holders, $1.3bn | 33 holders, $19.5bn |
| Q1 2021 | 3 holders, $1.4bn | 31 holders, $23.4bn |
| Q2 2021 | 4 holders, $1.6bn | 33 holders, $28.0bn |
| Q3 2021 | 5 holders, $1.5bn | 28 holders, $27.7bn |
| Q4 2021 | 4 holders, $1.5bn | 32 holders, $28.6bn |
| Q1 2022 | 5 holders, $1.7bn | 37 holders, $28.8bn |
| Q2 2022 | 3 holders, $227m | 32 holders, $24.1bn |
| Q3 2022 | 4 holders, $113m | 28 holders, $25.5bn |
| Q4 2022 | 5 holders, $1.5bn | 33 holders, $25.2bn |
| Q1 2023 | 2 holders, $102m | 34 holders, $21.5bn |
| Q2 2023 | 3 holders, $151m | 29 holders, $23.4bn |
| Q3 2023 | 5 holders, $298m | 30 holders, $22.9bn |
| Q4 2023 | 6 holders, $812m | 32 holders, $27.2bn |
| Q1 2024 | 3 holders, $988m | 27 holders, $33.6bn |
| Q2 2024 | 4 holders, $988m | 37 holders, $34.1bn |
| Q3 2024 | 3 holders, $1.0bn | 35 holders, $32.0bn |
| Q4 2024 | 4 holders, $1.2bn | 42 holders, $38.9bn |
| Q1 2025 | 7 holders, $1.1bn | 39 holders, $38.2bn |
| Q2 2025 | 8 holders, $1.1bn | 33 holders, $41.6bn |
| Q3 2025 | 6 holders, $1.5bn | 29 holders, $41.5bn |
| Q4 2025 | 8 holders, $1.8bn | 29 holders, $43.6bn |
| Q1 2026 | 10 holders, $1.5bn | 34 holders, $36.8bn |
| Q2 2026 | 9 holders, $1.8bn | 41 holders, $38.2bn |
Deutsche BK AG
- Holders
- 10
- Reported value
- $1.5bn
- 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 (6)
Acadian Asset Management LLC, AQR Capital Management LLC, Capital World Investors, Quantbot Technologies LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only DB (4)
Appaloosa LP, Maverick Capital Ltd, Point72 Asset Management LP, Rokos Capital Management LLP
Only WFC (28)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, 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, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, and 3 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.