Holders over time
- TFC
- BAC
| Quarter | TFC | BAC |
|---|---|---|
| Q3 2020 | 12 holders, $5.2bn | 33 holders, $48.3bn |
| Q4 2020 | 18 holders, $5.4bn | 36 holders, $60.7bn |
| Q1 2021 | 17 holders, $6.3bn | 33 holders, $77.6bn |
| Q2 2021 | 21 holders, $5.6bn | 30 holders, $83.1bn |
| Q3 2021 | 14 holders, $5.6bn | 28 holders, $81.4bn |
| Q4 2021 | 13 holders, $5.7bn | 30 holders, $82.8bn |
| Q1 2022 | 14 holders, $5.5bn | 39 holders, $74.0bn |
| Q2 2022 | 21 holders, $5.0bn | 40 holders, $54.7bn |
| Q3 2022 | 17 holders, $4.5bn | 36 holders, $53.0bn |
| Q4 2022 | 23 holders, $4.6bn | 33 holders, $59.0bn |
| Q1 2023 | 21 holders, $4.0bn | 32 holders, $50.5bn |
| Q2 2023 | 17 holders, $3.7bn | 37 holders, $49.0bn |
| Q3 2023 | 24 holders, $4.0bn | 36 holders, $46.0bn |
| Q4 2023 | 23 holders, $5.0bn | 34 holders, $56.6bn |
| Q1 2024 | 23 holders, $4.6bn | 35 holders, $64.4bn |
| Q2 2024 | 14 holders, $3.8bn | 35 holders, $68.9bn |
| Q3 2024 | 21 holders, $3.0bn | 43 holders, $60.8bn |
| Q4 2024 | 17 holders, $1.4bn | 43 holders, $63.8bn |
| Q1 2025 | 20 holders, $1.9bn | 40 holders, $59.8bn |
| Q2 2025 | 21 holders, $2.1bn | 44 holders, $67.4bn |
| Q3 2025 | 22 holders, $2.8bn | 44 holders, $72.1bn |
| Q4 2025 | 18 holders, $2.9bn | 41 holders, $68.5bn |
| Q1 2026 | 19 holders, $3.1bn | 39 holders, $59.5bn |
| Q2 2026 | 16 holders, $2.3bn | 37 holders, $64.8bn |
Truist Finl Corp
- Holders
- 14
- Reported value
- $3.8bn
- Buyers
- 4
- Sellers
- 14
Breadth -10 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)
AQR Capital Management LLC, Arrowstreet Capital LP, Citadel Advisors LLC, Dodge & Cox, Harris Associates LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC
Only BAC (23)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, 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, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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.