Holders over time
- KEY
- WFC
| Quarter | KEY | WFC |
|---|---|---|
| Q3 2020 | 8 holders, $840m | 34 holders, $15.9bn |
| Q4 2020 | 7 holders, $793m | 33 holders, $19.5bn |
| Q1 2021 | 15 holders, $1.0bn | 31 holders, $23.4bn |
| Q2 2021 | 12 holders, $877m | 33 holders, $28.0bn |
| Q3 2021 | 7 holders, $933m | 28 holders, $27.7bn |
| Q4 2021 | 8 holders, $869m | 32 holders, $28.6bn |
| Q1 2022 | 4 holders, $624m | 37 holders, $28.8bn |
| Q2 2022 | 10 holders, $548m | 32 holders, $24.1bn |
| Q3 2022 | 11 holders, $669m | 28 holders, $25.5bn |
| Q4 2022 | 10 holders, $689m | 33 holders, $25.2bn |
| Q1 2023 | 5 holders, $162m | 34 holders, $21.5bn |
| Q2 2023 | 11 holders, $275m | 29 holders, $23.4bn |
| Q3 2023 | 15 holders, $720m | 30 holders, $22.9bn |
| Q4 2023 | 18 holders, $1.7bn | 32 holders, $27.2bn |
| Q1 2024 | 17 holders, $1.6bn | 27 holders, $33.6bn |
| Q2 2024 | 18 holders, $1.7bn | 37 holders, $34.1bn |
| Q3 2024 | 12 holders, $2.0bn | 35 holders, $32.0bn |
| Q4 2024 | 15 holders, $2.2bn | 42 holders, $38.9bn |
| Q1 2025 | 16 holders, $2.4bn | 39 holders, $38.2bn |
| Q2 2025 | 18 holders, $2.8bn | 33 holders, $41.6bn |
| Q3 2025 | 19 holders, $3.7bn | 29 holders, $41.5bn |
| Q4 2025 | 19 holders, $3.4bn | 29 holders, $43.6bn |
| Q1 2026 | 16 holders, $2.8bn | 34 holders, $36.8bn |
| Q2 2026 | 19 holders, $3.3bn | 41 holders, $38.2bn |
Keycorp
- Holders
- 19
- Reported value
- $3.3bn
- Buyers
- 20
- Sellers
- 13
Breadth +7 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 (19)
Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Marshall Wace LLP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd
Only KEY (0)
None.
Only WFC (22)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, Tudor Investment Corp, Voloridge Investment Management LLC, Woodline Partners LP
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.