Holders over time
- WFC
- C
| Quarter | WFC | C |
|---|---|---|
| Q3 2020 | 34 holders, $15.9bn | 29 holders, $10.2bn |
| Q4 2020 | 33 holders, $19.5bn | 35 holders, $16.2bn |
| Q1 2021 | 31 holders, $23.4bn | 30 holders, $18.8bn |
| Q2 2021 | 33 holders, $28.0bn | 31 holders, $17.8bn |
| Q3 2021 | 28 holders, $27.7bn | 35 holders, $16.0bn |
| Q4 2021 | 32 holders, $28.6bn | 38 holders, $13.9bn |
| Q1 2022 | 37 holders, $28.8bn | 31 holders, $13.3bn |
| Q2 2022 | 32 holders, $24.1bn | 27 holders, $11.0bn |
| Q3 2022 | 28 holders, $25.5bn | 31 holders, $10.2bn |
| Q4 2022 | 33 holders, $25.2bn | 32 holders, $10.8bn |
| Q1 2023 | 34 holders, $21.5bn | 33 holders, $11.0bn |
| Q2 2023 | 29 holders, $23.4bn | 33 holders, $10.4bn |
| Q3 2023 | 30 holders, $22.9bn | 30 holders, $8.5bn |
| Q4 2023 | 32 holders, $27.2bn | 41 holders, $12.0bn |
| Q1 2024 | 27 holders, $33.6bn | 35 holders, $14.9bn |
| Q2 2024 | 37 holders, $34.1bn | 38 holders, $15.9bn |
| Q3 2024 | 35 holders, $32.0bn | 38 holders, $15.5bn |
| Q4 2024 | 42 holders, $38.9bn | 35 holders, $15.8bn |
| Q1 2025 | 39 holders, $38.2bn | 32 holders, $15.4bn |
| Q2 2025 | 33 holders, $41.6bn | 37 holders, $18.2bn |
| Q3 2025 | 29 holders, $41.5bn | 36 holders, $22.0bn |
| Q4 2025 | 29 holders, $43.6bn | 36 holders, $24.4bn |
| Q1 2026 | 34 holders, $36.8bn | 39 holders, $22.8bn |
| Q2 2026 | 41 holders, $38.2bn | 33 holders, $25.2bn |
Wells Fargo & Co
- Holders
- 34
- Reported value
- $36.8bn
- Buyers
- 20
- Sellers
- 22
Breadth -2 among 91 comparable managers.
Citigroup Inc
- Holders
- 39
- Reported value
- $22.8bn
- Buyers
- 19
- Sellers
- 25
Breadth -6 among 91 comparable managers.
Who holds both, Q1 2026
Both (27)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, 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, Woodline Partners LP
Only WFC (7)
Arrowstreet Capital LP, Capital Research Global Investors, Dodge & Cox, Janus Henderson Group Ltd, Markel Group Inc, Walleye Capital LLC, Wellington Management Group LLP
Only C (12)
Balyasny Asset Management LLC, Citadel Advisors LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Jane Street Group LLC, Marshall Wace LLP, Point72 Asset Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Susquehanna International Group LLP, Verition Fund Management LLC, Winton Group Ltd
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.