Holders over time
- MET
- BAC
| Quarter | MET | BAC |
|---|---|---|
| Q3 2020 | 19 holders, $7.3bn | 33 holders, $48.3bn |
| Q4 2020 | 21 holders, $8.8bn | 36 holders, $60.7bn |
| Q1 2021 | 13 holders, $11.7bn | 33 holders, $77.6bn |
| Q2 2021 | 17 holders, $10.4bn | 30 holders, $83.1bn |
| Q3 2021 | 22 holders, $9.5bn | 28 holders, $81.4bn |
| Q4 2021 | 16 holders, $8.8bn | 30 holders, $82.8bn |
| Q1 2022 | 18 holders, $9.4bn | 39 holders, $74.0bn |
| Q2 2022 | 15 holders, $8.0bn | 40 holders, $54.7bn |
| Q3 2022 | 18 holders, $8.1bn | 36 holders, $53.0bn |
| Q4 2022 | 21 holders, $9.9bn | 33 holders, $59.0bn |
| Q1 2023 | 22 holders, $8.0bn | 32 holders, $50.5bn |
| Q2 2023 | 24 holders, $8.3bn | 37 holders, $49.0bn |
| Q3 2023 | 20 holders, $8.9bn | 36 holders, $46.0bn |
| Q4 2023 | 20 holders, $8.8bn | 34 holders, $56.6bn |
| Q1 2024 | 13 holders, $9.4bn | 35 holders, $64.4bn |
| Q2 2024 | 18 holders, $8.7bn | 35 holders, $68.9bn |
| Q3 2024 | 21 holders, $9.7bn | 43 holders, $60.8bn |
| Q4 2024 | 18 holders, $9.4bn | 43 holders, $63.8bn |
| Q1 2025 | 16 holders, $8.8bn | 40 holders, $59.8bn |
| Q2 2025 | 15 holders, $8.1bn | 44 holders, $67.4bn |
| Q3 2025 | 13 holders, $8.6bn | 44 holders, $72.1bn |
| Q4 2025 | 16 holders, $7.5bn | 41 holders, $68.5bn |
| Q1 2026 | 12 holders, $6.8bn | 39 holders, $59.5bn |
| Q2 2026 | 13 holders, $8.1bn | 37 holders, $64.8bn |
Metlife Inc
- Holders
- 20
- Reported value
- $8.8bn
- Buyers
- 8
- Sellers
- 12
Breadth -4 among 93 comparable managers.
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
Both (11)
AllianceBernstein LP, AQR Capital Management LLC, Dodge & Cox, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only MET (9)
Bridgewater Associates LP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Holocene Advisors LP, Moore Capital Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Voloridge Investment Management LLC
Only BAC (23)
Acadian Asset Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, Verition Fund Management LLC, Walleye Capital LLC, 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.