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LPLA · 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.

LPLABAC
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.
  • LPLA
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterLPLABAC
Q3 202012 holders, $1.6bn33 holders, $48.3bn
Q4 202014 holders, $2.0bn36 holders, $60.7bn
Q1 202115 holders, $2.5bn33 holders, $77.6bn
Q2 202117 holders, $2.4bn30 holders, $83.1bn
Q3 202114 holders, $2.7bn28 holders, $81.4bn
Q4 202112 holders, $2.7bn30 holders, $82.8bn
Q1 202216 holders, $3.6bn39 holders, $74.0bn
Q2 202215 holders, $4.4bn40 holders, $54.7bn
Q3 202218 holders, $4.8bn36 holders, $53.0bn
Q4 202220 holders, $3.7bn33 holders, $59.0bn
Q1 202319 holders, $3.6bn32 holders, $50.5bn
Q2 202319 holders, $3.3bn37 holders, $49.0bn
Q3 202320 holders, $3.7bn36 holders, $46.0bn
Q4 202316 holders, $3.8bn34 holders, $56.6bn
Q1 202414 holders, $4.0bn35 holders, $64.4bn
Q2 202420 holders, $4.0bn35 holders, $68.9bn
Q3 202423 holders, $3.3bn43 holders, $60.8bn
Q4 202428 holders, $5.1bn43 holders, $63.8bn
Q1 202527 holders, $5.8bn40 holders, $59.8bn
Q2 202524 holders, $6.5bn44 holders, $67.4bn
Q3 202517 holders, $6.1bn44 holders, $72.1bn
Q4 202519 holders, $7.3bn41 holders, $68.5bn
Q1 202615 holders, $6.3bn39 holders, $59.5bn
Q2 202620 holders, $5.3bn37 holders, $64.8bn
LPLA

LPL Finl HLDGS Inc

Holders
28
Reported value
$5.1bn
Buyers
16
Sellers
12

Breadth +4 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 51 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only LPLA (8)

Bridgewater Associates LP, Egerton Capital UK LLP, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, Third Point LLC, Tudor Investment Corp, Tybourne Capital Management HK Ltd

Only BAC (23)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP

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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