Holders over time
- C
- JPM
| Quarter | C | JPM |
|---|---|---|
| Q3 2020 | 29 holders, $10.2bn | 35 holders, $33.0bn |
| Q4 2020 | 35 holders, $16.2bn | 32 holders, $45.6bn |
| Q1 2021 | 30 holders, $18.8bn | 32 holders, $49.9bn |
| Q2 2021 | 31 holders, $17.8bn | 31 holders, $48.4bn |
| Q3 2021 | 35 holders, $16.0bn | 31 holders, $48.9bn |
| Q4 2021 | 38 holders, $13.9bn | 34 holders, $46.1bn |
| Q1 2022 | 31 holders, $13.3bn | 35 holders, $37.9bn |
| Q2 2022 | 27 holders, $11.0bn | 37 holders, $30.9bn |
| Q3 2022 | 31 holders, $10.2bn | 41 holders, $26.8bn |
| Q4 2022 | 32 holders, $10.8bn | 33 holders, $80.3bn |
| Q1 2023 | 33 holders, $11.0bn | 34 holders, $33.4bn |
| Q2 2023 | 33 holders, $10.4bn | 34 holders, $38.7bn |
| Q3 2023 | 30 holders, $8.5bn | 32 holders, $39.4bn |
| Q4 2023 | 41 holders, $12.0bn | 30 holders, $45.0bn |
| Q1 2024 | 35 holders, $14.9bn | 37 holders, $52.6bn |
| Q2 2024 | 38 holders, $15.9bn | 36 holders, $52.8bn |
| Q3 2024 | 38 holders, $15.5bn | 29 holders, $50.1bn |
| Q4 2024 | 35 holders, $15.8bn | 30 holders, $55.8bn |
| Q1 2025 | 32 holders, $15.4bn | 35 holders, $51.3bn |
| Q2 2025 | 37 holders, $18.2bn | 38 holders, $59.8bn |
| Q3 2025 | 36 holders, $22.0bn | 36 holders, $63.3bn |
| Q4 2025 | 36 holders, $24.4bn | 36 holders, $57.9bn |
| Q1 2026 | 39 holders, $22.8bn | 39 holders, $51.7bn |
| Q2 2026 | 33 holders, $25.2bn | 43 holders, $54.6bn |
Citigroup Inc
- Holders
- 41
- Reported value
- $12.0bn
- Buyers
- 27
- Sellers
- 13
Breadth +14 among 93 comparable managers.
JPMorgan Chase & Co
- Holders
- 30
- Reported value
- $45.0bn
- Buyers
- 14
- Sellers
- 16
Breadth -2 among 93 comparable managers.
Who holds both, Q4 2023
Both (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Winton Group Ltd
Only C (16)
Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Caxton Associates LLP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Millennium Management LLC, Moore Capital Management LP, Scion Asset Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC
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.