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
- 12
- Reported value
- $2.1bn
- Buyers
- 8
- Sellers
- 3
Breadth +5 among 94 comparable managers.
JPMorgan Chase & Co
- Holders
- 36
- Reported value
- $52.8bn
- Buyers
- 20
- Sellers
- 19
Breadth +1 among 94 comparable managers.
Who holds both, Q2 2024
Both (8)
GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, T. Rowe Price Associates Inc
Only HBAN (4)
Hudson Bay Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp
Only JPM (28)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, Fidelity (FMR LLC), Harris Associates LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Two Sigma Advisers LP, Two Sigma Investments LP, and 3 more
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.