Holders over time
- C
- JPM
| Quarter | C | JPM |
|---|---|---|
| Q3 2020 | 29 holders, $10.2bn | 35 holders, $33.0bn |
| Q4 2020 | 35 holders, $16.2bn | 32 holders, $45.6bn |
| Q1 2021 | 30 holders, $18.8bn | 32 holders, $49.9bn |
| Q2 2021 | 31 holders, $17.8bn | 31 holders, $48.4bn |
| Q3 2021 | 35 holders, $16.0bn | 31 holders, $48.9bn |
| Q4 2021 | 38 holders, $13.9bn | 34 holders, $46.1bn |
| Q1 2022 | 31 holders, $13.3bn | 35 holders, $37.9bn |
| Q2 2022 | 27 holders, $11.0bn | 37 holders, $30.9bn |
| Q3 2022 | 31 holders, $10.2bn | 41 holders, $26.8bn |
| Q4 2022 | 32 holders, $10.8bn | 33 holders, $80.3bn |
| Q1 2023 | 33 holders, $11.0bn | 34 holders, $33.4bn |
| Q2 2023 | 33 holders, $10.4bn | 34 holders, $38.7bn |
| Q3 2023 | 30 holders, $8.5bn | 32 holders, $39.4bn |
| Q4 2023 | 41 holders, $12.0bn | 30 holders, $45.0bn |
| Q1 2024 | 35 holders, $14.9bn | 37 holders, $52.6bn |
| Q2 2024 | 38 holders, $15.9bn | 36 holders, $52.8bn |
| Q3 2024 | 38 holders, $15.5bn | 29 holders, $50.1bn |
| Q4 2024 | 35 holders, $15.8bn | 30 holders, $55.8bn |
| Q1 2025 | 32 holders, $15.4bn | 35 holders, $51.3bn |
| Q2 2025 | 37 holders, $18.2bn | 38 holders, $59.8bn |
| Q3 2025 | 36 holders, $22.0bn | 36 holders, $63.3bn |
| Q4 2025 | 36 holders, $24.4bn | 36 holders, $57.9bn |
| Q1 2026 | 39 holders, $22.8bn | 39 holders, $51.7bn |
| Q2 2026 | 33 holders, $25.2bn | 43 holders, $54.6bn |
Citigroup Inc
- Holders
- 35
- Reported value
- $15.8bn
- Buyers
- 25
- Sellers
- 13
Breadth +12 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
Both (21)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Woodline Partners LP
Only C (14)
Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC, Walleye Capital LLC, Winton Group Ltd
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.