Holders over time
- RY
- WFC
| Quarter | RY | WFC |
|---|---|---|
| Q3 2020 | 15 holders, $1.6bn | 34 holders, $15.9bn |
| Q4 2020 | 17 holders, $2.3bn | 33 holders, $19.5bn |
| Q1 2021 | 12 holders, $3.2bn | 31 holders, $23.4bn |
| Q2 2021 | 13 holders, $3.3bn | 33 holders, $28.0bn |
| Q3 2021 | 12 holders, $3.0bn | 28 holders, $27.7bn |
| Q4 2021 | 12 holders, $3.4bn | 32 holders, $28.6bn |
| Q1 2022 | 9 holders, $5.0bn | 37 holders, $28.8bn |
| Q2 2022 | 9 holders, $4.2bn | 32 holders, $24.1bn |
| Q3 2022 | 8 holders, $3.6bn | 28 holders, $25.5bn |
| Q4 2022 | 8 holders, $3.3bn | 33 holders, $25.2bn |
| Q1 2023 | 8 holders, $3.4bn | 34 holders, $21.5bn |
| Q2 2023 | 10 holders, $3.2bn | 29 holders, $23.4bn |
| Q3 2023 | 12 holders, $2.9bn | 30 holders, $22.9bn |
| Q4 2023 | 13 holders, $3.5bn | 32 holders, $27.2bn |
| Q1 2024 | 9 holders, $3.7bn | 27 holders, $33.6bn |
| Q2 2024 | 12 holders, $4.2bn | 37 holders, $34.1bn |
| Q3 2024 | 9 holders, $5.5bn | 35 holders, $32.0bn |
| Q4 2024 | 12 holders, $5.0bn | 42 holders, $38.9bn |
| Q1 2025 | 13 holders, $3.8bn | 39 holders, $38.2bn |
| Q2 2025 | 10 holders, $3.7bn | 33 holders, $41.6bn |
| Q3 2025 | 12 holders, $4.1bn | 29 holders, $41.5bn |
| Q4 2025 | 16 holders, $4.8bn | 29 holders, $43.6bn |
| Q1 2026 | 15 holders, $4.5bn | 34 holders, $36.8bn |
| Q2 2026 | 15 holders, $6.8bn | 41 holders, $38.2bn |
Royal BK Cda
- Holders
- 15
- Reported value
- $4.5bn
- Buyers
- 11
- Sellers
- 20
Breadth -9 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 (13)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Capital World Investors, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Two Sigma Investments LP, Wellington Management Group LLP
Only RY (2)
Only WFC (21)
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, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Markel Group Inc, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Voloridge Investment Management LLC, Walleye Capital LLC, Woodline Partners LP
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.