Holders over time
- BKU
- BAC
| Quarter | BKU | BAC |
|---|---|---|
| Q3 2020 | 3 holders, $369m | 33 holders, $48.3bn |
| Q4 2020 | 3 holders, $583m | 36 holders, $60.7bn |
| Q1 2021 | 3 holders, $704m | 33 holders, $77.6bn |
| Q2 2021 | 4 holders, $657m | 30 holders, $83.1bn |
| Q3 2021 | 6 holders, $652m | 28 holders, $81.4bn |
| Q4 2021 | 6 holders, $624m | 30 holders, $82.8bn |
| Q1 2022 | 5 holders, $630m | 39 holders, $74.0bn |
| Q2 2022 | 6 holders, $510m | 40 holders, $54.7bn |
| Q3 2022 | 7 holders, $229m | 36 holders, $53.0bn |
| Q4 2022 | 5 holders, $187m | 33 holders, $59.0bn |
| Q1 2023 | 5 holders, $118m | 32 holders, $50.5bn |
| Q2 2023 | 3 holders, $36m | 37 holders, $49.0bn |
| Q3 2023 | 7 holders, $55m | 36 holders, $46.0bn |
| Q4 2023 | 7 holders, $87m | 34 holders, $56.6bn |
| Q1 2024 | 4 holders, $21m | 35 holders, $64.4bn |
| Q2 2024 | 4 holders, $124m | 35 holders, $68.9bn |
| Q3 2024 | 4 holders, $286m | 43 holders, $60.8bn |
| Q4 2024 | 7 holders, $304m | 43 holders, $63.8bn |
| Q1 2025 | 5 holders, $156m | 40 holders, $59.8bn |
| Q2 2025 | 3 holders, $20m | 44 holders, $67.4bn |
| Q3 2025 | 3 holders, $24m | 44 holders, $72.1bn |
| Q4 2025 | 7 holders, $254m | 41 holders, $68.5bn |
| Q1 2026 | 3 holders, $20m | 39 holders, $59.5bn |
| Q2 2026 | 4 holders, $33m | 37 holders, $64.8bn |
Bankunited Inc
- Holders
- 4
- Reported value
- $286m
- Buyers
- 3
- Sellers
- 1
Breadth +2 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
Only BKU (0)
None.
Only BAC (39)
Acadian Asset Management LLC, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, and 14 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.