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IBKR · 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.
  • IBKR
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterIBKRBAC
Q3 20206 holders, $277m33 holders, $48.3bn
Q4 20205 holders, $265m36 holders, $60.7bn
Q1 202110 holders, $435m33 holders, $77.6bn
Q2 20218 holders, $283m30 holders, $83.1bn
Q3 20215 holders, $162m28 holders, $81.4bn
Q4 202110 holders, $543m30 holders, $82.8bn
Q1 20229 holders, $556m39 holders, $74.0bn
Q2 202212 holders, $502m40 holders, $54.7bn
Q3 202211 holders, $544m36 holders, $53.0bn
Q4 20229 holders, $389m33 holders, $59.0bn
Q1 20238 holders, $308m32 holders, $50.5bn
Q2 202310 holders, $353m37 holders, $49.0bn
Q3 202311 holders, $382m36 holders, $46.0bn
Q4 20238 holders, $512m34 holders, $56.6bn
Q1 20247 holders, $763m35 holders, $64.4bn
Q2 20248 holders, $1.0bn35 holders, $68.9bn
Q3 202412 holders, $1.0bn43 holders, $60.8bn
Q4 202415 holders, $1.3bn43 holders, $63.8bn
Q1 202518 holders, $1.5bn40 holders, $59.8bn
Q2 202516 holders, $2.5bn44 holders, $67.4bn
Q3 202515 holders, $3.0bn44 holders, $72.1bn
Q4 202519 holders, $2.9bn41 holders, $68.5bn
Q1 202617 holders, $3.9bn39 holders, $59.5bn
Q2 202624 holders, $5.6bn37 holders, $64.8bn
IBKR

Interactive Brokers Group Inc

Holders
8
Reported value
$512m
Buyers
7
Sellers
1

Breadth +6 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 37 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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