Holders over time
- FCNCA
- WFC
| Quarter | FCNCA | WFC |
|---|---|---|
| Q3 2020 | 4 holders, $140m | 34 holders, $15.9bn |
| Q4 2020 | 4 holders, $410m | 33 holders, $19.5bn |
| Q1 2021 | 7 holders, $668m | 31 holders, $23.4bn |
| Q2 2021 | 6 holders, $735m | 33 holders, $28.0bn |
| Q3 2021 | 6 holders, $836m | 28 holders, $27.7bn |
| Q4 2021 | 7 holders, $931m | 32 holders, $28.6bn |
| Q1 2022 | 9 holders, $1.7bn | 37 holders, $28.8bn |
| Q2 2022 | 7 holders, $1.6bn | 32 holders, $24.1bn |
| Q3 2022 | 7 holders, $1.6bn | 28 holders, $25.5bn |
| Q4 2022 | 9 holders, $1.3bn | 33 holders, $25.2bn |
| Q1 2023 | 10 holders, $1.9bn | 34 holders, $21.5bn |
| Q2 2023 | 17 holders, $2.7bn | 29 holders, $23.4bn |
| Q3 2023 | 17 holders, $2.8bn | 30 holders, $22.9bn |
| Q4 2023 | 14 holders, $2.7bn | 32 holders, $27.2bn |
| Q1 2024 | 18 holders, $3.9bn | 27 holders, $33.6bn |
| Q2 2024 | 20 holders, $4.2bn | 37 holders, $34.1bn |
| Q3 2024 | 13 holders, $4.7bn | 35 holders, $32.0bn |
| Q4 2024 | 13 holders, $4.7bn | 42 holders, $38.9bn |
| Q1 2025 | 12 holders, $4.0bn | 39 holders, $38.2bn |
| Q2 2025 | 11 holders, $3.7bn | 33 holders, $41.6bn |
| Q3 2025 | 14 holders, $2.6bn | 29 holders, $41.5bn |
| Q4 2025 | 13 holders, $3.2bn | 29 holders, $43.6bn |
| Q1 2026 | 8 holders, $3.2bn | 34 holders, $36.8bn |
| Q2 2026 | 10 holders, $3.5bn | 41 holders, $38.2bn |
First CTZNS Bancshares Inc D
- Holders
- 8
- Reported value
- $3.2bn
- Buyers
- 14
- Sellers
- 19
Breadth -5 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)
AllianceBernstein LP, Artisan Partners LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Harris Associates LP
Only FCNCA (1)
Only WFC (27)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, 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, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital 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.