Holders over time
- AIG
- BAC
| Quarter | AIG | BAC |
|---|---|---|
| Q3 2020 | 12 holders, $4.9bn | 33 holders, $48.3bn |
| Q4 2020 | 13 holders, $6.9bn | 36 holders, $60.7bn |
| Q1 2021 | 11 holders, $8.9bn | 33 holders, $77.6bn |
| Q2 2021 | 12 holders, $9.1bn | 30 holders, $83.1bn |
| Q3 2021 | 13 holders, $10.8bn | 28 holders, $81.4bn |
| Q4 2021 | 12 holders, $10.9bn | 30 holders, $82.8bn |
| Q1 2022 | 15 holders, $11.4bn | 39 holders, $74.0bn |
| Q2 2022 | 22 holders, $8.7bn | 40 holders, $54.7bn |
| Q3 2022 | 25 holders, $7.8bn | 36 holders, $53.0bn |
| Q4 2022 | 24 holders, $11.3bn | 33 holders, $59.0bn |
| Q1 2023 | 24 holders, $8.5bn | 32 holders, $50.5bn |
| Q2 2023 | 20 holders, $9.5bn | 37 holders, $49.0bn |
| Q3 2023 | 21 holders, $9.9bn | 36 holders, $46.0bn |
| Q4 2023 | 24 holders, $11.6bn | 34 holders, $56.6bn |
| Q1 2024 | 26 holders, $13.3bn | 35 holders, $64.4bn |
| Q2 2024 | 29 holders, $12.2bn | 35 holders, $68.9bn |
| Q3 2024 | 24 holders, $11.2bn | 43 holders, $60.8bn |
| Q4 2024 | 17 holders, $10.4bn | 43 holders, $63.8bn |
| Q1 2025 | 19 holders, $10.8bn | 40 holders, $59.8bn |
| Q2 2025 | 18 holders, $9.1bn | 44 holders, $67.4bn |
| Q3 2025 | 17 holders, $8.9bn | 44 holders, $72.1bn |
| Q4 2025 | 18 holders, $10.1bn | 41 holders, $68.5bn |
| Q1 2026 | 29 holders, $8.8bn | 39 holders, $59.5bn |
| Q2 2026 | 29 holders, $8.6bn | 37 holders, $64.8bn |
American Intl Group Inc
- Holders
- 19
- Reported value
- $10.8bn
- Buyers
- 9
- Sellers
- 12
Breadth -3 among 95 comparable managers.
Bank of Amer Corp
- Holders
- 40
- Reported value
- $59.8bn
- Buyers
- 24
- Sellers
- 17
Breadth +7 among 95 comparable managers.
Who holds both, Q1 2025
Both (15)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP
Only AIG (4)
Bridgewater Associates LP, Jane Street Group LLC, Squarepoint Ops LLC, Steadfast Capital Management LP
Only BAC (25)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Eisler Capital Management Ltd, Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Two Sigma Advisers LP, Viking Global Investors LP, Walleye Capital LLC, Winton Group Ltd, 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.