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UNM · BAC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

UNMBAC
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • UNM
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterUNMBAC
Q3 202010 holders, $491m33 holders, $48.3bn
Q4 202011 holders, $621m36 holders, $60.7bn
Q1 20217 holders, $675m33 holders, $77.6bn
Q2 20218 holders, $766m30 holders, $83.1bn
Q3 202112 holders, $717m28 holders, $81.4bn
Q4 20219 holders, $264m30 holders, $82.8bn
Q1 202212 holders, $822m39 holders, $74.0bn
Q2 202210 holders, $994m40 holders, $54.7bn
Q3 202212 holders, $1.2bn36 holders, $53.0bn
Q4 202213 holders, $1.2bn33 holders, $59.0bn
Q1 202319 holders, $1.1bn32 holders, $50.5bn
Q2 202315 holders, $1.3bn37 holders, $49.0bn
Q3 202313 holders, $1.3bn36 holders, $46.0bn
Q4 202314 holders, $1.1bn34 holders, $56.6bn
Q1 202415 holders, $1.5bn35 holders, $64.4bn
Q2 20249 holders, $1.3bn35 holders, $68.9bn
Q3 202413 holders, $1.4bn43 holders, $60.8bn
Q4 202416 holders, $1.4bn43 holders, $63.8bn
Q1 202516 holders, $1.3bn40 holders, $59.8bn
Q2 202514 holders, $1.2bn44 holders, $67.4bn
Q3 202513 holders, $1.1bn44 holders, $72.1bn
Q4 202515 holders, $1.2bn41 holders, $68.5bn
Q1 202617 holders, $1.4bn39 holders, $59.5bn
Q2 202617 holders, $1.9bn37 holders, $64.8bn
UNM

Unum Group

Holders
13
Reported value
$1.4bn
Buyers
8
Sellers
5

Breadth +3 among 94 comparable managers.

InsuranceFinancial services · L3VLUP
BAC

Bank of Amer Corp

Holders
43
Reported value
$60.8bn
Buyers
24
Sellers
20

Breadth +4 among 94 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q3 2024

Among the 46 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only UNM (3)

Caxton Associates LLP, Voloridge Investment Management LLC, Woodline Partners LP

Only BAC (33)

Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, and 8 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.

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