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BNY · WFC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

BNYWFC
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • BNY
  • WFC
0204060202120222023202420252026
Holders and value by quarter
QuarterBNYWFC
Q3 202024 holders, $8.3bn34 holders, $15.9bn
Q4 202028 holders, $10.6bn33 holders, $19.5bn
Q1 202123 holders, $11.2bn31 holders, $23.4bn
Q2 202128 holders, $11.9bn33 holders, $28.0bn
Q3 202118 holders, $11.7bn28 holders, $27.7bn
Q4 202119 holders, $12.6bn32 holders, $28.6bn
Q1 202227 holders, $10.5bn37 holders, $28.8bn
Q2 202220 holders, $8.7bn32 holders, $24.1bn
Q3 202224 holders, $7.8bn28 holders, $25.5bn
Q4 202230 holders, $8.6bn33 holders, $25.2bn
Q1 202332 holders, $7.3bn34 holders, $21.5bn
Q2 202328 holders, $7.0bn29 holders, $23.4bn
Q3 202322 holders, $6.1bn30 holders, $22.9bn
Q4 202319 holders, $7.2bn32 holders, $27.2bn
Q1 202421 holders, $7.8bn27 holders, $33.6bn
Q2 202424 holders, $8.3bn37 holders, $34.1bn
Q3 202422 holders, $10.1bn35 holders, $32.0bn
Q4 202421 holders, $10.7bn42 holders, $38.9bn
Q1 202521 holders, $11.3bn39 holders, $38.2bn
Q2 202520 holders, $11.6bn33 holders, $41.6bn
Q3 202522 holders, $13.5bn29 holders, $41.5bn
Q4 202523 holders, $12.6bn29 holders, $43.6bn
Q1 202625 holders, $12.8bn34 holders, $36.8bn
Q2 202630 holders, $14.7bn41 holders, $38.2bn
BNY

Bank of Ny Mellon Corp

Holders
30
Reported value
$14.7bn
Buyers
22
Sellers
19

Breadth +3 among 91 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
WFC

Wells Fargo & Co

Holders
41
Reported value
$38.2bn
Buyers
31
Sellers
14

Breadth +17 among 91 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q2 2026

Among the 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BNY (4)

Discovery Capital Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, Janus Henderson Group Ltd

Only WFC (15)

Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Holocene Advisors LP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC

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.

Back to the 13F Explorer →