Holders over time
- PNC
- JPM
| Quarter | PNC | JPM |
|---|---|---|
| Q3 2020 | 13 holders, $9.7bn | 35 holders, $33.0bn |
| Q4 2020 | 14 holders, $14.0bn | 32 holders, $45.6bn |
| Q1 2021 | 18 holders, $15.7bn | 32 holders, $49.9bn |
| Q2 2021 | 19 holders, $17.8bn | 31 holders, $48.4bn |
| Q3 2021 | 17 holders, $18.9bn | 31 holders, $48.9bn |
| Q4 2021 | 21 holders, $18.7bn | 34 holders, $46.1bn |
| Q1 2022 | 26 holders, $16.0bn | 35 holders, $37.9bn |
| Q2 2022 | 20 holders, $13.4bn | 37 holders, $30.9bn |
| Q3 2022 | 18 holders, $10.3bn | 41 holders, $26.8bn |
| Q4 2022 | 21 holders, $9.5bn | 33 holders, $80.3bn |
| Q1 2023 | 27 holders, $6.9bn | 34 holders, $33.4bn |
| Q2 2023 | 22 holders, $7.5bn | 34 holders, $38.7bn |
| Q3 2023 | 23 holders, $7.4bn | 32 holders, $39.4bn |
| Q4 2023 | 16 holders, $9.3bn | 30 holders, $45.0bn |
| Q1 2024 | 20 holders, $9.1bn | 37 holders, $52.6bn |
| Q2 2024 | 22 holders, $9.0bn | 36 holders, $52.8bn |
| Q3 2024 | 21 holders, $10.7bn | 29 holders, $50.1bn |
| Q4 2024 | 25 holders, $9.5bn | 30 holders, $55.8bn |
| Q1 2025 | 34 holders, $7.7bn | 35 holders, $51.3bn |
| Q2 2025 | 27 holders, $9.3bn | 38 holders, $59.8bn |
| Q3 2025 | 23 holders, $11.4bn | 36 holders, $63.3bn |
| Q4 2025 | 28 holders, $11.9bn | 36 holders, $57.9bn |
| Q1 2026 | 24 holders, $11.1bn | 39 holders, $51.7bn |
| Q2 2026 | 28 holders, $11.4bn | 43 holders, $54.6bn |
PNC Finl SVCS Group Inc
- Holders
- 21
- Reported value
- $10.7bn
- Buyers
- 7
- Sellers
- 14
Breadth -7 among 94 comparable managers.
JPMorgan Chase & Co
- Holders
- 29
- Reported value
- $50.1bn
- Buyers
- 11
- Sellers
- 21
Breadth -10 among 94 comparable managers.
Who holds both, Q3 2024
Both (14)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd
Only PNC (7)
Artisan Partners LP, Balyasny Asset Management LLC, Citadel Advisors LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Millennium Management LLC, PDT Partners LLC
Only JPM (15)
Acadian Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Harris Associates LP, Man Group PLC, Markel Group Inc, Renaissance Technologies LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tudor Investment Corp, Viking Global Investors LP
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.