Holders over time
- ZION
- WFC
| Quarter | ZION | WFC |
|---|---|---|
| Q3 2020 | 12 holders, $611m | 34 holders, $15.9bn |
| Q4 2020 | 9 holders, $1.1bn | 33 holders, $19.5bn |
| Q1 2021 | 9 holders, $1.4bn | 31 holders, $23.4bn |
| Q2 2021 | 8 holders, $1.3bn | 33 holders, $28.0bn |
| Q3 2021 | 7 holders, $1.4bn | 28 holders, $27.7bn |
| Q4 2021 | 8 holders, $1.2bn | 32 holders, $28.6bn |
| Q1 2022 | 12 holders, $1.3bn | 37 holders, $28.8bn |
| Q2 2022 | 14 holders, $873m | 32 holders, $24.1bn |
| Q3 2022 | 10 holders, $786m | 28 holders, $25.5bn |
| Q4 2022 | 13 holders, $657m | 33 holders, $25.2bn |
| Q1 2023 | 11 holders, $291m | 34 holders, $21.5bn |
| Q2 2023 | 8 holders, $207m | 29 holders, $23.4bn |
| Q3 2023 | 11 holders, $347m | 30 holders, $22.9bn |
| Q4 2023 | 8 holders, $308m | 32 holders, $27.2bn |
| Q1 2024 | 14 holders, $490m | 27 holders, $33.6bn |
| Q2 2024 | 11 holders, $502m | 37 holders, $34.1bn |
| Q3 2024 | 10 holders, $490m | 35 holders, $32.0bn |
| Q4 2024 | 12 holders, $659m | 42 holders, $38.9bn |
| Q1 2025 | 13 holders, $636m | 39 holders, $38.2bn |
| Q2 2025 | 12 holders, $507m | 33 holders, $41.6bn |
| Q3 2025 | 12 holders, $740m | 29 holders, $41.5bn |
| Q4 2025 | 13 holders, $533m | 29 holders, $43.6bn |
| Q1 2026 | 11 holders, $568m | 34 holders, $36.8bn |
| Q2 2026 | 14 holders, $780m | 41 holders, $38.2bn |
Zions Bancorporation Natl AS
- Holders
- 11
- Reported value
- $568m
- Buyers
- 15
- Sellers
- 18
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)
AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Freestone Grove Partners LP, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP, Voloridge Investment Management LLC
Only ZION (4)
Balyasny Asset Management LLC, Holocene Advisors LP, Verition Fund Management LLC, Winton Group Ltd
Only WFC (27)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), 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, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, 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.