Holders over time
- MRSH
- BAC
| Quarter | MRSH | BAC |
|---|---|---|
| Q3 2020 | 21 holders, $12.5bn | 33 holders, $48.3bn |
| Q4 2020 | 25 holders, $13.5bn | 36 holders, $60.7bn |
| Q1 2021 | 23 holders, $14.2bn | 33 holders, $77.6bn |
| Q2 2021 | 25 holders, $16.2bn | 30 holders, $83.1bn |
| Q3 2021 | 26 holders, $16.5bn | 28 holders, $81.4bn |
| Q4 2021 | 27 holders, $17.9bn | 30 holders, $82.8bn |
| Q1 2022 | 26 holders, $17.2bn | 39 holders, $74.0bn |
| Q2 2022 | 25 holders, $15.2bn | 40 holders, $54.7bn |
| Q3 2022 | 28 holders, $13.6bn | 36 holders, $53.0bn |
| Q4 2022 | 27 holders, $14.6bn | 33 holders, $59.0bn |
| Q1 2023 | 30 holders, $14.8bn | 32 holders, $50.5bn |
| Q2 2023 | 27 holders, $16.4bn | 37 holders, $49.0bn |
| Q3 2023 | 27 holders, $16.5bn | 36 holders, $46.0bn |
| Q4 2023 | 21 holders, $16.5bn | 34 holders, $56.6bn |
| Q1 2024 | 25 holders, $17.8bn | 35 holders, $64.4bn |
| Q2 2024 | 26 holders, $18.3bn | 35 holders, $68.9bn |
| Q3 2024 | 28 holders, $19.2bn | 43 holders, $60.8bn |
| Q4 2024 | 30 holders, $18.5bn | 43 holders, $63.8bn |
| Q1 2025 | 25 holders, $22.7bn | 40 holders, $59.8bn |
| Q2 2025 | 31 holders, $21.5bn | 44 holders, $67.4bn |
| Q3 2025 | 30 holders, $19.9bn | 44 holders, $72.1bn |
| Q4 2025 | 30 holders, $18.2bn | 41 holders, $68.5bn |
| Q1 2026 | 23 holders, $18.4bn | 39 holders, $59.5bn |
| Q2 2026 | 24 holders, $17.9bn | 37 holders, $64.8bn |
Marsh & Mclennan Cos Inc
- Holders
- 25
- Reported value
- $17.8bn
- Buyers
- 15
- Sellers
- 11
Breadth +4 among 93 comparable managers.
Bank of Amer Corp
- Holders
- 35
- Reported value
- $64.4bn
- Buyers
- 18
- Sellers
- 17
Breadth +1 among 93 comparable managers.
Who holds both, Q1 2024
Both (17)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP
Only MRSH (8)
Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Markel Group Inc, PDT Partners LLC, Quantbot Technologies LP, Tudor Investment Corp, Two Sigma Investments LP, Voloridge Investment Management LLC
Only BAC (18)
Arrowstreet Capital LP, Berkshire Hathaway Inc, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops 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.