Holders over time
- PNFP
- WFC
| Quarter | PNFP | 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 | none listed holders, n.a. | 33 holders, $28.0bn |
| Q3 2021 | none listed holders, n.a. | 28 holders, $27.7bn |
| Q4 2021 | none listed holders, n.a. | 32 holders, $28.6bn |
| Q1 2022 | none listed holders, n.a. | 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 | none listed holders, n.a. | 33 holders, $25.2bn |
| Q1 2023 | none listed holders, n.a. | 34 holders, $21.5bn |
| Q2 2023 | none listed holders, n.a. | 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 | none listed holders, n.a. | 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 | none listed holders, n.a. | 42 holders, $38.9bn |
| Q1 2025 | none listed holders, n.a. | 39 holders, $38.2bn |
| Q2 2025 | none listed holders, n.a. | 33 holders, $41.6bn |
| Q3 2025 | none listed holders, n.a. | 29 holders, $41.5bn |
| Q4 2025 | none listed holders, n.a. | 29 holders, $43.6bn |
| Q1 2026 | 16 holders, $2.5bn | 34 holders, $36.8bn |
| Q2 2026 | 13 holders, $3.4bn | 41 holders, $38.2bn |
Pinnacle Finl Partners Inc
- Holders
- 13
- Reported value
- $3.4bn
- Buyers
- 17
- Sellers
- 19
Breadth -2 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 (11)
AQR Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Millennium Management LLC, Point72 Asset Management LP, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd
Only PNFP (2)
Only WFC (30)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Harris Associates LP, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, and 5 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.