Holders over time
- AON
- BAC
| Quarter | AON | BAC |
|---|---|---|
| Q3 2020 | 26 holders, $10.9bn | 33 holders, $48.3bn |
| Q4 2020 | 30 holders, $10.7bn | 36 holders, $60.7bn |
| Q1 2021 | 32 holders, $12.0bn | 33 holders, $77.6bn |
| Q2 2021 | 34 holders, $13.2bn | 30 holders, $83.1bn |
| Q3 2021 | 27 holders, $13.3bn | 28 holders, $81.4bn |
| Q4 2021 | 31 holders, $14.0bn | 30 holders, $82.8bn |
| Q1 2022 | 23 holders, $15.7bn | 39 holders, $74.0bn |
| Q2 2022 | 32 holders, $12.5bn | 40 holders, $54.7bn |
| Q3 2022 | 24 holders, $11.7bn | 36 holders, $53.0bn |
| Q4 2022 | 27 holders, $12.4bn | 33 holders, $59.0bn |
| Q1 2023 | 23 holders, $12.4bn | 32 holders, $50.5bn |
| Q2 2023 | 17 holders, $13.8bn | 37 holders, $49.0bn |
| Q3 2023 | 21 holders, $12.3bn | 36 holders, $46.0bn |
| Q4 2023 | 24 holders, $10.0bn | 34 holders, $56.6bn |
| Q1 2024 | 23 holders, $11.2bn | 35 holders, $64.4bn |
| Q2 2024 | 21 holders, $11.0bn | 35 holders, $68.9bn |
| Q3 2024 | 25 holders, $13.5bn | 43 holders, $60.8bn |
| Q4 2024 | 24 holders, $14.1bn | 43 holders, $63.8bn |
| Q1 2025 | 24 holders, $15.9bn | 40 holders, $59.8bn |
| Q2 2025 | 24 holders, $15.0bn | 44 holders, $67.4bn |
| Q3 2025 | 30 holders, $16.0bn | 44 holders, $72.1bn |
| Q4 2025 | 25 holders, $16.1bn | 41 holders, $68.5bn |
| Q1 2026 | 23 holders, $14.0bn | 39 holders, $59.5bn |
| Q2 2026 | 24 holders, $15.0bn | 37 holders, $64.8bn |
Aon PLC
- Holders
- 24
- Reported value
- $15.9bn
- Buyers
- 16
- Sellers
- 9
Breadth +7 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 (16)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital World Investors, Hudson Bay Capital Management LP, Invesco Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only AON (8)
ExodusPoint Capital Management LP, Farallon Capital Management LLC, Markel Group Inc, Moore Capital Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Squarepoint Ops LLC, Voloridge Investment Management LLC
Only BAC (24)
AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, Point72 Asset Management LP, Rokos Capital Management LLP, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Walleye Capital LLC, Winton Group Ltd
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.