Holders over time
- HBAN
- JPM
| Quarter | HBAN | JPM |
|---|---|---|
| Q3 2020 | 8 holders, $648m | 35 holders, $33.0bn |
| Q4 2020 | 11 holders, $1.2bn | 32 holders, $45.6bn |
| Q1 2021 | 8 holders, $1.9bn | 32 holders, $49.9bn |
| Q2 2021 | 13 holders, $2.3bn | 31 holders, $48.4bn |
| Q3 2021 | 9 holders, $2.4bn | 31 holders, $48.9bn |
| Q4 2021 | 10 holders, $2.5bn | 34 holders, $46.1bn |
| Q1 2022 | 8 holders, $2.3bn | 35 holders, $37.9bn |
| Q2 2022 | 6 holders, $1.9bn | 37 holders, $30.9bn |
| Q3 2022 | 9 holders, $2.1bn | 41 holders, $26.8bn |
| Q4 2022 | 10 holders, $2.4bn | 33 holders, $80.3bn |
| Q1 2023 | 8 holders, $2.0bn | 34 holders, $33.4bn |
| Q2 2023 | 12 holders, $1.9bn | 34 holders, $38.7bn |
| Q3 2023 | 9 holders, $1.5bn | 32 holders, $39.4bn |
| Q4 2023 | 10 holders, $1.7bn | 30 holders, $45.0bn |
| Q1 2024 | 12 holders, $2.0bn | 37 holders, $52.6bn |
| Q2 2024 | 12 holders, $2.1bn | 36 holders, $52.8bn |
| Q3 2024 | 9 holders, $2.5bn | 29 holders, $50.1bn |
| Q4 2024 | 15 holders, $3.2bn | 30 holders, $55.8bn |
| Q1 2025 | 19 holders, $3.5bn | 35 holders, $51.3bn |
| Q2 2025 | 19 holders, $3.6bn | 38 holders, $59.8bn |
| Q3 2025 | 17 holders, $3.8bn | 36 holders, $63.3bn |
| Q4 2025 | 17 holders, $3.8bn | 36 holders, $57.9bn |
| Q1 2026 | 25 holders, $6.5bn | 39 holders, $51.7bn |
| Q2 2026 | 20 holders, $7.2bn | 43 holders, $54.6bn |
Huntington Bancshares Inc/oh
- Holders
- 10
- Reported value
- $1.7bn
- Buyers
- 6
- Sellers
- 4
Breadth +2 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 (7)
AQR Capital Management LLC, Citadel Advisors LLC, GAMCO Investors Inc, Invesco Ltd, Man Group PLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc
Only JPM (23)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Harris Associates LP, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Wellington Management Group LLP, Winton Group Ltd
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.