Holders over time
- GS
- BAC
| Quarter | GS | BAC |
|---|---|---|
| Q3 2020 | 26 holders, $9.2bn | 33 holders, $48.3bn |
| Q4 2020 | 28 holders, $12.9bn | 36 holders, $60.7bn |
| Q1 2021 | 28 holders, $15.6bn | 33 holders, $77.6bn |
| Q2 2021 | 27 holders, $17.2bn | 30 holders, $83.1bn |
| Q3 2021 | 34 holders, $17.7bn | 28 holders, $81.4bn |
| Q4 2021 | 28 holders, $17.0bn | 30 holders, $82.8bn |
| Q1 2022 | 27 holders, $14.4bn | 39 holders, $74.0bn |
| Q2 2022 | 29 holders, $13.1bn | 40 holders, $54.7bn |
| Q3 2022 | 26 holders, $12.4bn | 36 holders, $53.0bn |
| Q4 2022 | 30 holders, $40.9bn | 33 holders, $59.0bn |
| Q1 2023 | 35 holders, $13.9bn | 32 holders, $50.5bn |
| Q2 2023 | 35 holders, $12.8bn | 37 holders, $49.0bn |
| Q3 2023 | 29 holders, $12.0bn | 36 holders, $46.0bn |
| Q4 2023 | 31 holders, $14.0bn | 34 holders, $56.6bn |
| Q1 2024 | 31 holders, $15.8bn | 35 holders, $64.4bn |
| Q2 2024 | 35 holders, $17.0bn | 35 holders, $68.9bn |
| Q3 2024 | 28 holders, $16.1bn | 43 holders, $60.8bn |
| Q4 2024 | 29 holders, $17.1bn | 43 holders, $63.8bn |
| Q1 2025 | 28 holders, $14.1bn | 40 holders, $59.8bn |
| Q2 2025 | 29 holders, $17.3bn | 44 holders, $67.4bn |
| Q3 2025 | 31 holders, $19.8bn | 44 holders, $72.1bn |
| Q4 2025 | 28 holders, $20.0bn | 41 holders, $68.5bn |
| Q1 2026 | 30 holders, $17.5bn | 39 holders, $59.5bn |
| Q2 2026 | 35 holders, $18.9bn | 37 holders, $64.8bn |
Goldman Sachs Group Inc
- Holders
- 28
- Reported value
- $14.1bn
- Buyers
- 15
- Sellers
- 15
Breadth 0 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 (23)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only GS (5)
Bridgewater Associates LP, ExodusPoint Capital Management LP, Markel Group Inc, Soros Fund Management LLC, Squarepoint Ops LLC
Only BAC (17)
Arrowstreet Capital LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, D. E. Shaw & Co., D1 Capital Partners LP, Eisler Capital Management Ltd, Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, 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.