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EQH · 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.

EQHBAC
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.
  • EQH
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterEQHBAC
Q3 202015 holders, $2.2bn33 holders, $48.3bn
Q4 202018 holders, $2.9bn36 holders, $60.7bn
Q1 202117 holders, $3.5bn33 holders, $77.6bn
Q2 202119 holders, $3.3bn30 holders, $83.1bn
Q3 202116 holders, $2.9bn28 holders, $81.4bn
Q4 202117 holders, $3.0bn30 holders, $82.8bn
Q1 202216 holders, $2.2bn39 holders, $74.0bn
Q2 202217 holders, $2.0bn40 holders, $54.7bn
Q3 202212 holders, $2.2bn36 holders, $53.0bn
Q4 202213 holders, $2.3bn33 holders, $59.0bn
Q1 202316 holders, $2.0bn32 holders, $50.5bn
Q2 202312 holders, $2.1bn37 holders, $49.0bn
Q3 20239 holders, $2.0bn36 holders, $46.0bn
Q4 202310 holders, $2.0bn34 holders, $56.6bn
Q1 202415 holders, $2.2bn35 holders, $64.4bn
Q2 202420 holders, $2.3bn35 holders, $68.9bn
Q3 202417 holders, $2.2bn43 holders, $60.8bn
Q4 202423 holders, $2.9bn43 holders, $63.8bn
Q1 202519 holders, $3.1bn40 holders, $59.8bn
Q2 202517 holders, $3.1bn44 holders, $67.4bn
Q3 20259 holders, $1.9bn44 holders, $72.1bn
Q4 202512 holders, $1.6bn41 holders, $68.5bn
Q1 202616 holders, $1.5bn39 holders, $59.5bn
Q2 202617 holders, $2.4bn37 holders, $64.8bn
EQH

Equitable Holdings Inc

Holders
19
Reported value
$3.1bn
Buyers
13
Sellers
8

Breadth +5 among 95 comparable managers.

InsuranceFinancial services · L3VLUP
BAC

Bank of Amer Corp

Holders
40
Reported value
$59.8bn
Buyers
24
Sellers
17

Breadth +7 among 95 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q1 2025

Among the 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EQH (5)

Bridgewater Associates LP, Marshall Wace LLP, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Voloridge Investment Management LLC

Only BAC (26)

AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, 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), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, and 1 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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