Holders over time
- BBD
- BAC
| Quarter | BBD | BAC |
|---|---|---|
| Q3 2020 | 6 holders, $239m | 33 holders, $48.3bn |
| Q4 2020 | 5 holders, $349m | 36 holders, $60.7bn |
| Q1 2021 | 3 holders, $295m | 33 holders, $77.6bn |
| Q2 2021 | 3 holders, $390m | 30 holders, $83.1bn |
| Q3 2021 | 2 holders, $232m | 28 holders, $81.4bn |
| Q4 2021 | 2 holders, $168m | 30 holders, $82.8bn |
| Q1 2022 | 3 holders, $297m | 39 holders, $74.0bn |
| Q2 2022 | 2 holders, $219m | 40 holders, $54.7bn |
| Q3 2022 | 2 holders, $253m | 36 holders, $53.0bn |
| Q4 2022 | 3 holders, $226m | 33 holders, $59.0bn |
| Q1 2023 | 4 holders, $376m | 32 holders, $50.5bn |
| Q2 2023 | 4 holders, $559m | 37 holders, $49.0bn |
| Q3 2023 | 6 holders, $489m | 36 holders, $46.0bn |
| Q4 2023 | 7 holders, $710m | 34 holders, $56.6bn |
| Q1 2024 | 6 holders, $524m | 35 holders, $64.4bn |
| Q2 2024 | 6 holders, $312m | 35 holders, $68.9bn |
| Q3 2024 | 8 holders, $639m | 43 holders, $60.8bn |
| Q4 2024 | 7 holders, $464m | 43 holders, $63.8bn |
| Q1 2025 | 9 holders, $849m | 40 holders, $59.8bn |
| Q2 2025 | 10 holders, $1.2bn | 44 holders, $67.4bn |
| Q3 2025 | 9 holders, $1.4bn | 44 holders, $72.1bn |
| Q4 2025 | 9 holders, $1.3bn | 41 holders, $68.5bn |
| Q1 2026 | 10 holders, $1.3bn | 39 holders, $59.5bn |
| Q2 2026 | 7 holders, $915m | 37 holders, $64.8bn |
Banco Bradesco S A
- Holders
- 9
- Reported value
- $849m
- Buyers
- 7
- Sellers
- 3
Breadth +4 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 (5)
Arrowstreet Capital LP, MFS Investment Management, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP
Only BBD (4)
Baillie Gifford & Co, Marshall Wace LLP, Quantbot Technologies LP, Renaissance Technologies LLC
Only BAC (35)
Acadian Asset Management LLC, 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, Capital World 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, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, Millennium Management 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.