Holders over time
- VOYA
- BAC
| Quarter | VOYA | BAC |
|---|---|---|
| Q3 2020 | 12 holders, $770m | 33 holders, $48.3bn |
| Q4 2020 | 10 holders, $1.1bn | 36 holders, $60.7bn |
| Q1 2021 | 12 holders, $731m | 33 holders, $77.6bn |
| Q2 2021 | 10 holders, $657m | 30 holders, $83.1bn |
| Q3 2021 | 9 holders, $710m | 28 holders, $81.4bn |
| Q4 2021 | 11 holders, $828m | 30 holders, $82.8bn |
| Q1 2022 | 10 holders, $704m | 39 holders, $74.0bn |
| Q2 2022 | 11 holders, $722m | 40 holders, $54.7bn |
| Q3 2022 | 10 holders, $792m | 36 holders, $53.0bn |
| Q4 2022 | 13 holders, $827m | 33 holders, $59.0bn |
| Q1 2023 | 11 holders, $1.4bn | 32 holders, $50.5bn |
| Q2 2023 | 5 holders, $858m | 37 holders, $49.0bn |
| Q3 2023 | 4 holders, $714m | 36 holders, $46.0bn |
| Q4 2023 | 2 holders, $743m | 34 holders, $56.6bn |
| Q1 2024 | 9 holders, $1.0bn | 35 holders, $64.4bn |
| Q2 2024 | 8 holders, $964m | 35 holders, $68.9bn |
| Q3 2024 | 12 holders, $1.2bn | 43 holders, $60.8bn |
| Q4 2024 | 9 holders, $949m | 43 holders, $63.8bn |
| Q1 2025 | 11 holders, $1.1bn | 40 holders, $59.8bn |
| Q2 2025 | 11 holders, $1.3bn | 44 holders, $67.4bn |
| Q3 2025 | 12 holders, $1.4bn | 44 holders, $72.1bn |
| Q4 2025 | 10 holders, $1.2bn | 41 holders, $68.5bn |
| Q1 2026 | 11 holders, $1.2bn | 39 holders, $59.5bn |
| Q2 2026 | 12 holders, $1.5bn | 37 holders, $64.8bn |
Voya Financial Inc
- Holders
- 9
- Reported value
- $949m
- Buyers
- 5
- Sellers
- 5
Breadth 0 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 (8)
AQR Capital Management LLC, Balyasny Asset Management LLC, Caxton Associates LLP, Holocene Advisors LP, MFS Investment Management, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd
Only VOYA (1)
Only BAC (35)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, 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, 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, and 10 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.