Holders over time
- AON
- BAC
| Quarter | AON | BAC |
|---|---|---|
| Q3 2020 | 26 holders, $10.9bn | 33 holders, $48.3bn |
| Q4 2020 | 30 holders, $10.7bn | 36 holders, $60.7bn |
| Q1 2021 | 32 holders, $12.0bn | 33 holders, $77.6bn |
| Q2 2021 | 34 holders, $13.2bn | 30 holders, $83.1bn |
| Q3 2021 | 27 holders, $13.3bn | 28 holders, $81.4bn |
| Q4 2021 | 31 holders, $14.0bn | 30 holders, $82.8bn |
| Q1 2022 | 23 holders, $15.7bn | 39 holders, $74.0bn |
| Q2 2022 | 32 holders, $12.5bn | 40 holders, $54.7bn |
| Q3 2022 | 24 holders, $11.7bn | 36 holders, $53.0bn |
| Q4 2022 | 27 holders, $12.4bn | 33 holders, $59.0bn |
| Q1 2023 | 23 holders, $12.4bn | 32 holders, $50.5bn |
| Q2 2023 | 17 holders, $13.8bn | 37 holders, $49.0bn |
| Q3 2023 | 21 holders, $12.3bn | 36 holders, $46.0bn |
| Q4 2023 | 24 holders, $10.0bn | 34 holders, $56.6bn |
| Q1 2024 | 23 holders, $11.2bn | 35 holders, $64.4bn |
| Q2 2024 | 21 holders, $11.0bn | 35 holders, $68.9bn |
| Q3 2024 | 25 holders, $13.5bn | 43 holders, $60.8bn |
| Q4 2024 | 24 holders, $14.1bn | 43 holders, $63.8bn |
| Q1 2025 | 24 holders, $15.9bn | 40 holders, $59.8bn |
| Q2 2025 | 24 holders, $15.0bn | 44 holders, $67.4bn |
| Q3 2025 | 30 holders, $16.0bn | 44 holders, $72.1bn |
| Q4 2025 | 25 holders, $16.1bn | 41 holders, $68.5bn |
| Q1 2026 | 23 holders, $14.0bn | 39 holders, $59.5bn |
| Q2 2026 | 24 holders, $15.0bn | 37 holders, $64.8bn |
Aon PLC
- Holders
- 21
- Reported value
- $11.0bn
- Buyers
- 13
- Sellers
- 7
Breadth +6 among 94 comparable managers.
Bank of Amer Corp
- Holders
- 35
- Reported value
- $68.9bn
- Buyers
- 16
- Sellers
- 21
Breadth -5 among 94 comparable managers.
Who holds both, Q2 2024
Both (12)
Artisan Partners LP, Berkshire Hathaway Inc, Capital World Investors, Invesco Ltd, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC
Only AON (9)
Bridgewater Associates LP, Farallon Capital Management LLC, Markel Group Inc, Polen Capital Management LLC, Quantbot Technologies LP, Tudor Investment Corp, Two Sigma Advisers LP, Voloridge Investment Management LLC, Woodline Partners LP
Only BAC (23)
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, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Rokos Capital Management LLP, Wellington Management Group LLP
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.