Holders over time
- FHN
- WFC
| Quarter | FHN | WFC |
|---|---|---|
| Q3 2020 | 7 holders, $604m | 34 holders, $15.9bn |
| Q4 2020 | 9 holders, $791m | 33 holders, $19.5bn |
| Q1 2021 | 7 holders, $842m | 31 holders, $23.4bn |
| Q2 2021 | 5 holders, $727m | 33 holders, $28.0bn |
| Q3 2021 | 5 holders, $598m | 28 holders, $27.7bn |
| Q4 2021 | 6 holders, $165m | 32 holders, $28.6bn |
| Q1 2022 | 7 holders, $115m | 37 holders, $28.8bn |
| Q2 2022 | 13 holders, $607m | 32 holders, $24.1bn |
| Q3 2022 | 16 holders, $527m | 28 holders, $25.5bn |
| Q4 2022 | 13 holders, $608m | 33 holders, $25.2bn |
| Q1 2023 | 8 holders, $352m | 34 holders, $21.5bn |
| Q2 2023 | 12 holders, $690m | 29 holders, $23.4bn |
| Q3 2023 | 17 holders, $663m | 30 holders, $22.9bn |
| Q4 2023 | 16 holders, $844m | 32 holders, $27.2bn |
| Q1 2024 | 14 holders, $619m | 27 holders, $33.6bn |
| Q2 2024 | 14 holders, $571m | 37 holders, $34.1bn |
| Q3 2024 | 10 holders, $367m | 35 holders, $32.0bn |
| Q4 2024 | 14 holders, $932m | 42 holders, $38.9bn |
| Q1 2025 | 10 holders, $651m | 39 holders, $38.2bn |
| Q2 2025 | 10 holders, $716m | 33 holders, $41.6bn |
| Q3 2025 | 16 holders, $826m | 29 holders, $41.5bn |
| Q4 2025 | 16 holders, $677m | 29 holders, $43.6bn |
| Q1 2026 | 13 holders, $589m | 34 holders, $36.8bn |
| Q2 2026 | 15 holders, $717m | 41 holders, $38.2bn |
First Horizon Corporation
- Holders
- 15
- Reported value
- $717m
- Buyers
- 21
- Sellers
- 12
Breadth +9 among 91 comparable managers.
Wells Fargo & Co
- Holders
- 41
- Reported value
- $38.2bn
- Buyers
- 31
- Sellers
- 14
Breadth +17 among 91 comparable managers.
Who holds both, Q2 2026
Both (14)
AQR Capital Management LLC, Bridgewater Associates LP, Caxton Associates LLP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Verition Fund Management LLC, Voloridge Investment Management LLC
Only FHN (1)
Only WFC (27)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Walleye Capital LLC, Wellington Management Group LLP, 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.