Holders over time
- LMND
- BAC
| Quarter | LMND | BAC |
|---|---|---|
| Q3 2020 | 5 holders, $196m | 33 holders, $48.3bn |
| Q4 2020 | 5 holders, $447m | 36 holders, $60.7bn |
| Q1 2021 | 5 holders, $437m | 33 holders, $77.6bn |
| Q2 2021 | 4 holders, $637m | 30 holders, $83.1bn |
| Q3 2021 | 6 holders, $480m | 28 holders, $81.4bn |
| Q4 2021 | 8 holders, $283m | 30 holders, $82.8bn |
| Q1 2022 | 4 holders, $165m | 39 holders, $74.0bn |
| Q2 2022 | 2 holders, $95m | 40 holders, $54.7bn |
| Q3 2022 | 1 holders, $104m | 36 holders, $53.0bn |
| Q4 2022 | 1 holders, $67m | 33 holders, $59.0bn |
| Q1 2023 | 1 holders, $72m | 32 holders, $50.5bn |
| Q2 2023 | 1 holders, $80m | 37 holders, $49.0bn |
| Q3 2023 | 1 holders, $55m | 36 holders, $46.0bn |
| Q4 2023 | 1 holders, $73m | 34 holders, $56.6bn |
| Q1 2024 | 2 holders, $75m | 35 holders, $64.4bn |
| Q2 2024 | 3 holders, $70m | 35 holders, $68.9bn |
| Q3 2024 | 3 holders, $64m | 43 holders, $60.8bn |
| Q4 2024 | 9 holders, $301m | 43 holders, $63.8bn |
| Q1 2025 | 4 holders, $176m | 40 holders, $59.8bn |
| Q2 2025 | 7 holders, $285m | 44 holders, $67.4bn |
| Q3 2025 | 9 holders, $348m | 44 holders, $72.1bn |
| Q4 2025 | 8 holders, $461m | 41 holders, $68.5bn |
| Q1 2026 | 9 holders, $359m | 39 holders, $59.5bn |
| Q2 2026 | 4 holders, $284m | 37 holders, $64.8bn |
Lemonade Inc
- Holders
- 9
- Reported value
- $301m
- Buyers
- 6
- Sellers
- 2
Breadth +4 among 94 comparable managers.
Bank of Amer Corp
- Holders
- 43
- Reported value
- $63.8bn
- Buyers
- 29
- Sellers
- 17
Breadth +12 among 94 comparable managers.
Who holds both, Q4 2024
Both (5)
Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., Two Sigma Advisers LP, Two Sigma Investments LP
Only LMND (4)
Baillie Gifford & Co, PDT Partners LLC, Tudor Investment Corp, Voloridge Investment Management LLC
Only BAC (38)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, 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, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, and 13 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.