Holders over time
- LAZ
- BAC
| Quarter | LAZ | 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 | none listed holders, n.a. | 33 holders, $77.6bn |
| Q2 2021 | none listed holders, n.a. | 30 holders, $83.1bn |
| Q3 2021 | none listed holders, n.a. | 28 holders, $81.4bn |
| Q4 2021 | none listed holders, n.a. | 30 holders, $82.8bn |
| Q1 2022 | none listed holders, n.a. | 39 holders, $74.0bn |
| Q2 2022 | none listed holders, n.a. | 40 holders, $54.7bn |
| Q3 2022 | none listed holders, n.a. | 36 holders, $53.0bn |
| Q4 2022 | none listed holders, n.a. | 33 holders, $59.0bn |
| Q1 2023 | none listed holders, n.a. | 32 holders, $50.5bn |
| Q2 2023 | none listed holders, n.a. | 37 holders, $49.0bn |
| Q3 2023 | none listed holders, n.a. | 36 holders, $46.0bn |
| Q4 2023 | none listed holders, n.a. | 34 holders, $56.6bn |
| Q1 2024 | 9 holders, $152m | 35 holders, $64.4bn |
| Q2 2024 | 8 holders, $277m | 35 holders, $68.9bn |
| Q3 2024 | 10 holders, $962m | 43 holders, $60.8bn |
| Q4 2024 | 6 holders, $400m | 43 holders, $63.8bn |
| Q1 2025 | 8 holders, $1.0bn | 40 holders, $59.8bn |
| Q2 2025 | 9 holders, $1.1bn | 44 holders, $67.4bn |
| Q3 2025 | 7 holders, $1.2bn | 44 holders, $72.1bn |
| Q4 2025 | 7 holders, $1.2bn | 41 holders, $68.5bn |
| Q1 2026 | 7 holders, $610m | 39 holders, $59.5bn |
| Q2 2026 | 6 holders, $554m | 37 holders, $64.8bn |
Lazard Inc
- Holders
- 10
- Reported value
- $962m
- Buyers
- 4
- Sellers
- 4
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 (8)
Balyasny Asset Management LLC, Capital Research Global Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Janus Henderson Group Ltd, Two Sigma Advisers LP, Two Sigma Investments LP, Walleye Capital LLC
Only BAC (35)
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, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, and 10 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.