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APAM · BAC 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.

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.
  • APAM
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterAPAMBAC
Q3 20207 holders, $211m33 holders, $48.3bn
Q4 20206 holders, $222m36 holders, $60.7bn
Q1 20215 holders, $177m33 holders, $77.6bn
Q2 20213 holders, $107m30 holders, $83.1bn
Q3 20213 holders, $109m28 holders, $81.4bn
Q4 20212 holders, $96m30 holders, $82.8bn
Q1 20225 holders, $93m39 holders, $74.0bn
Q2 20224 holders, $73m40 holders, $54.7bn
Q3 20223 holders, $53m36 holders, $53.0bn
Q4 20223 holders, $59m33 holders, $59.0bn
Q1 20234 holders, $63m32 holders, $50.5bn
Q2 20232 holders, $89m37 holders, $49.0bn
Q3 20232 holders, $83m36 holders, $46.0bn
Q4 20233 holders, $59m34 holders, $56.6bn
Q1 20242 holders, $59m35 holders, $64.4bn
Q2 20242 holders, $54m35 holders, $68.9bn
Q3 20243 holders, $59m43 holders, $60.8bn
Q4 20243 holders, $64m43 holders, $63.8bn
Q1 20253 holders, $56m40 holders, $59.8bn
Q2 20252 holders, $61m44 holders, $67.4bn
Q3 20253 holders, $44m44 holders, $72.1bn
Q4 20252 holders, $38m41 holders, $68.5bn
Q1 20264 holders, $56m39 holders, $59.5bn
Q2 20263 holders, $14m37 holders, $64.8bn
APAM

Artisan Partners Asset Management Inc

Holders
3
Reported value
$59m
Buyers
2
Sellers
0

Breadth +2 among 93 comparable managers.

BAC

Bank of Amer Corp

Holders
34
Reported value
$56.6bn
Buyers
16
Sellers
18

Breadth -2 among 93 comparable managers.

Who holds both, Q4 2023

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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