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HLNE · 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.

HLNEBAC
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.
  • HLNE
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterHLNEBAC
Q3 20203 holders, $380m33 holders, $48.3bn
Q4 20205 holders, $522m36 holders, $60.7bn
Q1 20215 holders, $468m33 holders, $77.6bn
Q2 20215 holders, $442m30 holders, $83.1bn
Q3 20216 holders, $463m28 holders, $81.4bn
Q4 20215 holders, $563m30 holders, $82.8bn
Q1 20225 holders, $454m39 holders, $74.0bn
Q2 20225 holders, $331m40 holders, $54.7bn
Q3 20224 holders, $295m36 holders, $53.0bn
Q4 20226 holders, $310m33 holders, $59.0bn
Q1 20235 holders, $323m32 holders, $50.5bn
Q2 20233 holders, $294m37 holders, $49.0bn
Q3 20233 holders, $291m36 holders, $46.0bn
Q4 20234 holders, $403m34 holders, $56.6bn
Q1 20248 holders, $432m35 holders, $64.4bn
Q2 20248 holders, $380m35 holders, $68.9bn
Q3 20246 holders, $558m43 holders, $60.8bn
Q4 202410 holders, $957m43 holders, $63.8bn
Q1 20259 holders, $995m40 holders, $59.8bn
Q2 202510 holders, $669m44 holders, $67.4bn
Q3 20259 holders, $693m44 holders, $72.1bn
Q4 20259 holders, $501m41 holders, $68.5bn
Q1 20269 holders, $448m39 holders, $59.5bn
Q2 202611 holders, $222m37 holders, $64.8bn
HLNE

Hamilton Lane Inc

Holders
10
Reported value
$957m
Buyers
6
Sellers
4

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 HLNE (3)

Polen Capital Management LLC, Quantbot Technologies LP, Voloridge Investment Management LLC

Only BAC (36)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, 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), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital 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.

Back to the 13F Explorer →