Holders over time
- INDB
- WFC
| Quarter | INDB | WFC |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 34 holders, $15.9bn |
| Q4 2020 | none listed holders, n.a. | 33 holders, $19.5bn |
| Q1 2021 | none listed holders, n.a. | 31 holders, $23.4bn |
| Q2 2021 | 1 holders, $2.8m | 33 holders, $28.0bn |
| Q3 2021 | none listed holders, n.a. | 28 holders, $27.7bn |
| Q4 2021 | 2 holders, $35m | 32 holders, $28.6bn |
| Q1 2022 | 1 holders, $2.6m | 37 holders, $28.8bn |
| Q2 2022 | none listed holders, n.a. | 32 holders, $24.1bn |
| Q3 2022 | none listed holders, n.a. | 28 holders, $25.5bn |
| Q4 2022 | 1 holders, $5.6m | 33 holders, $25.2bn |
| Q1 2023 | 1 holders, $6.3m | 34 holders, $21.5bn |
| Q2 2023 | 2 holders, $5.5m | 29 holders, $23.4bn |
| Q3 2023 | none listed holders, n.a. | 30 holders, $22.9bn |
| Q4 2023 | none listed holders, n.a. | 32 holders, $27.2bn |
| Q1 2024 | 1 holders, $1.2m | 27 holders, $33.6bn |
| Q2 2024 | none listed holders, n.a. | 37 holders, $34.1bn |
| Q3 2024 | none listed holders, n.a. | 35 holders, $32.0bn |
| Q4 2024 | 2 holders, $46m | 42 holders, $38.9bn |
| Q1 2025 | 2 holders, $110m | 39 holders, $38.2bn |
| Q2 2025 | 2 holders, $158m | 33 holders, $41.6bn |
| Q3 2025 | 3 holders, $190m | 29 holders, $41.5bn |
| Q4 2025 | 3 holders, $188m | 29 holders, $43.6bn |
| Q1 2026 | 3 holders, $175m | 34 holders, $36.8bn |
| Q2 2026 | 3 holders, $158m | 41 holders, $38.2bn |
Independent Bank Corp/rockland Ma
- Holders
- 3
- Reported value
- $158m
- Buyers
- 14
- Sellers
- 10
Breadth +4 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
Only INDB (0)
None.
Only WFC (38)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, and 13 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.