Holders over time
- AFRM
- BAC
| Quarter | AFRM | BAC |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 33 holders, $48.3bn |
| Q4 2020 | none listed holders, n.a. | 36 holders, $60.7bn |
| Q1 2021 | 14 holders, $1.9bn | 33 holders, $77.6bn |
| Q2 2021 | 11 holders, $2.5bn | 30 holders, $83.1bn |
| Q3 2021 | 14 holders, $6.1bn | 28 holders, $81.4bn |
| Q4 2021 | 13 holders, $5.4bn | 30 holders, $82.8bn |
| Q1 2022 | 5 holders, $2.9bn | 39 holders, $74.0bn |
| Q2 2022 | 7 holders, $1.0bn | 40 holders, $54.7bn |
| Q3 2022 | 5 holders, $1.1bn | 36 holders, $53.0bn |
| Q4 2022 | 3 holders, $545m | 33 holders, $59.0bn |
| Q1 2023 | 4 holders, $747m | 32 holders, $50.5bn |
| Q2 2023 | 5 holders, $1.0bn | 37 holders, $49.0bn |
| Q3 2023 | 9 holders, $1.7bn | 36 holders, $46.0bn |
| Q4 2023 | 16 holders, $4.4bn | 34 holders, $56.6bn |
| Q1 2024 | 12 holders, $2.8bn | 35 holders, $64.4bn |
| Q2 2024 | 13 holders, $2.2bn | 35 holders, $68.9bn |
| Q3 2024 | 15 holders, $2.8bn | 43 holders, $60.8bn |
| Q4 2024 | 21 holders, $4.9bn | 43 holders, $63.8bn |
| Q1 2025 | 18 holders, $3.3bn | 40 holders, $59.8bn |
| Q2 2025 | 23 holders, $5.8bn | 44 holders, $67.4bn |
| Q3 2025 | 20 holders, $6.0bn | 44 holders, $72.1bn |
| Q4 2025 | 18 holders, $6.3bn | 41 holders, $68.5bn |
| Q1 2026 | 17 holders, $4.1bn | 39 holders, $59.5bn |
| Q2 2026 | 14 holders, $6.8bn | 37 holders, $64.8bn |
Affirm HLDGS Inc
- Holders
- 15
- Reported value
- $2.8bn
- Buyers
- 9
- Sellers
- 9
Breadth 0 among 94 comparable managers.
Bank of Amer Corp
- Holders
- 43
- Reported value
- $60.8bn
- Buyers
- 24
- Sellers
- 20
Breadth +4 among 94 comparable managers.
Who holds both, Q3 2024
Both (13)
Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Holocene Advisors LP, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP, Verition Fund Management LLC, Winton Group Ltd
Only AFRM (2)
Only BAC (30)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, and 5 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.