Holders over time
- ALLY
- JPM
| Quarter | ALLY | JPM |
|---|---|---|
| Q3 2020 | 16 holders, $2.3bn | 35 holders, $33.0bn |
| Q4 2020 | 15 holders, $2.4bn | 32 holders, $45.6bn |
| Q1 2021 | 20 holders, $2.8bn | 32 holders, $49.9bn |
| Q2 2021 | 20 holders, $2.9bn | 31 holders, $48.4bn |
| Q3 2021 | 24 holders, $3.1bn | 31 holders, $48.9bn |
| Q4 2021 | 19 holders, $2.8bn | 34 holders, $46.1bn |
| Q1 2022 | 16 holders, $3.0bn | 35 holders, $37.9bn |
| Q2 2022 | 18 holders, $2.9bn | 37 holders, $30.9bn |
| Q3 2022 | 19 holders, $2.3bn | 41 holders, $26.8bn |
| Q4 2022 | 15 holders, $2.2bn | 33 holders, $80.3bn |
| Q1 2023 | 19 holders, $2.2bn | 34 holders, $33.4bn |
| Q2 2023 | 14 holders, $2.1bn | 34 holders, $38.7bn |
| Q3 2023 | 10 holders, $1.8bn | 32 holders, $39.4bn |
| Q4 2023 | 11 holders, $2.4bn | 30 holders, $45.0bn |
| Q1 2024 | 9 holders, $2.8bn | 37 holders, $52.6bn |
| Q2 2024 | 11 holders, $2.6bn | 36 holders, $52.8bn |
| Q3 2024 | 16 holders, $2.5bn | 29 holders, $50.1bn |
| Q4 2024 | 14 holders, $2.3bn | 30 holders, $55.8bn |
| Q1 2025 | 21 holders, $2.9bn | 35 holders, $51.3bn |
| Q2 2025 | 25 holders, $3.4bn | 38 holders, $59.8bn |
| Q3 2025 | 20 holders, $3.3bn | 36 holders, $63.3bn |
| Q4 2025 | 20 holders, $4.1bn | 36 holders, $57.9bn |
| Q1 2026 | 15 holders, $3.4bn | 39 holders, $51.7bn |
| Q2 2026 | 16 holders, $3.8bn | 43 holders, $54.6bn |
Ally Finl Inc
- Holders
- 14
- Reported value
- $2.3bn
- Buyers
- 7
- Sellers
- 4
Breadth +3 among 94 comparable managers.
JPMorgan Chase & Co
- Holders
- 30
- Reported value
- $55.8bn
- Buyers
- 14
- Sellers
- 18
Breadth -4 among 94 comparable managers.
Who holds both, Q4 2024
Only ALLY (11)
Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Maverick Capital Ltd, Moore Capital Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Walleye Capital LLC
Only JPM (27)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Viking Global Investors LP, and 2 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.