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CG · 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.

CGBAC
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.
  • CG
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterCGBAC
Q3 20206 holders, $408m33 holders, $48.3bn
Q4 20208 holders, $483m36 holders, $60.7bn
Q1 20217 holders, $765m33 holders, $77.6bn
Q2 20216 holders, $1.1bn30 holders, $83.1bn
Q3 202118 holders, $1.7bn28 holders, $81.4bn
Q4 202115 holders, $1.8bn30 holders, $82.8bn
Q1 202213 holders, $1.4bn39 holders, $74.0bn
Q2 202210 holders, $757m40 holders, $54.7bn
Q3 202210 holders, $593m36 holders, $53.0bn
Q4 20226 holders, $233m33 holders, $59.0bn
Q1 20233 holders, $439m32 holders, $50.5bn
Q2 20235 holders, $671m37 holders, $49.0bn
Q3 20235 holders, $705m36 holders, $46.0bn
Q4 20235 holders, $950m34 holders, $56.6bn
Q1 20247 holders, $1.1bn35 holders, $64.4bn
Q2 20248 holders, $1.0bn35 holders, $68.9bn
Q3 20248 holders, $1.2bn43 holders, $60.8bn
Q4 202410 holders, $1.7bn43 holders, $63.8bn
Q1 20257 holders, $1.8bn40 holders, $59.8bn
Q2 20259 holders, $2.3bn44 holders, $67.4bn
Q3 202510 holders, $3.0bn44 holders, $72.1bn
Q4 20259 holders, $3.2bn41 holders, $68.5bn
Q1 202613 holders, $2.5bn39 holders, $59.5bn
Q2 202610 holders, $1.8bn37 holders, $64.8bn
CG

Carlyle Group Inc

Holders
10
Reported value
$1.7bn
Buyers
5
Sellers
3

Breadth +2 among 94 comparable managers.

Other financial servicesFinancial services · L3VLUP
BAC

Bank of Amer Corp

Holders
43
Reported value
$63.8bn
Buyers
29
Sellers
17

Breadth +12 among 94 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q4 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 CG (3)

Markel Group Inc, Quantbot Technologies LP, Soros Fund Management LLC

Only BAC (36)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, and 11 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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