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UBS · 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.

UBSBAC
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.
  • UBS
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterUBSBAC
Q3 20208 holders, $3.5bn33 holders, $48.3bn
Q4 20207 holders, $4.0bn36 holders, $60.7bn
Q1 20218 holders, $4.4bn33 holders, $77.6bn
Q2 20215 holders, $4.2bn30 holders, $83.1bn
Q3 20216 holders, $4.5bn28 holders, $81.4bn
Q4 20219 holders, $5.4bn30 holders, $82.8bn
Q1 20229 holders, $7.7bn39 holders, $74.0bn
Q2 202210 holders, $6.1bn40 holders, $54.7bn
Q3 202210 holders, $5.4bn36 holders, $53.0bn
Q4 202211 holders, $7.0bn33 holders, $59.0bn
Q1 20239 holders, $7.1bn32 holders, $50.5bn
Q2 202311 holders, $7.1bn37 holders, $49.0bn
Q3 202311 holders, $8.8bn36 holders, $46.0bn
Q4 202310 holders, $10.1bn34 holders, $56.6bn
Q1 202410 holders, $10.0bn35 holders, $64.4bn
Q2 202410 holders, $9.5bn35 holders, $68.9bn
Q3 202410 holders, $9.0bn43 holders, $60.8bn
Q4 202410 holders, $8.9bn43 holders, $63.8bn
Q1 202510 holders, $8.9bn40 holders, $59.8bn
Q2 202512 holders, $8.2bn44 holders, $67.4bn
Q3 202514 holders, $13.3bn44 holders, $72.1bn
Q4 202514 holders, $14.4bn41 holders, $68.5bn
Q1 202612 holders, $10.2bn39 holders, $59.5bn
Q2 202613 holders, $13.2bn37 holders, $64.8bn
UBS

UBS Group AG

Holders
10
Reported value
$8.9bn
Buyers
5
Sellers
5

Breadth 0 among 94 comparable managers.

BanksCommercial banks and thriftsFinancial 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 44 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only UBS (1)

Tudor Investment Corp

Only BAC (34)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners 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., ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, and 9 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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