Holders over time
- HOOD
- BAC
| Quarter | HOOD | BAC |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 33 holders, $48.3bn |
| Q4 2020 | none listed holders, n.a. | 36 holders, $60.7bn |
| Q1 2021 | none listed holders, n.a. | 33 holders, $77.6bn |
| Q2 2021 | none listed holders, n.a. | 30 holders, $83.1bn |
| Q3 2021 | 8 holders, $2.3bn | 28 holders, $81.4bn |
| Q4 2021 | 5 holders, $898m | 30 holders, $82.8bn |
| Q1 2022 | 5 holders, $599m | 39 holders, $74.0bn |
| Q2 2022 | 6 holders, $356m | 40 holders, $54.7bn |
| Q3 2022 | 3 holders, $343m | 36 holders, $53.0bn |
| Q4 2022 | 6 holders, $273m | 33 holders, $59.0bn |
| Q1 2023 | 6 holders, $363m | 32 holders, $50.5bn |
| Q2 2023 | 9 holders, $481m | 37 holders, $49.0bn |
| Q3 2023 | 9 holders, $565m | 36 holders, $46.0bn |
| Q4 2023 | 9 holders, $858m | 34 holders, $56.6bn |
| Q1 2024 | 13 holders, $1.9bn | 35 holders, $64.4bn |
| Q2 2024 | 19 holders, $1.8bn | 35 holders, $68.9bn |
| Q3 2024 | 18 holders, $1.8bn | 43 holders, $60.8bn |
| Q4 2024 | 27 holders, $5.0bn | 43 holders, $63.8bn |
| Q1 2025 | 22 holders, $4.6bn | 40 holders, $59.8bn |
| Q2 2025 | 29 holders, $8.9bn | 44 holders, $67.4bn |
| Q3 2025 | 28 holders, $10.4bn | 44 holders, $72.1bn |
| Q4 2025 | 22 holders, $6.5bn | 41 holders, $68.5bn |
| Q1 2026 | 23 holders, $4.0bn | 39 holders, $59.5bn |
| Q2 2026 | 18 holders, $6.9bn | 37 holders, $64.8bn |
Robinhood MKTS Inc
- Holders
- 22
- Reported value
- $4.6bn
- Buyers
- 9
- Sellers
- 15
Breadth -6 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 (12)
Acadian Asset Management LLC, AQR Capital Management LLC, Artisan Partners LP, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, MFS Investment Management, Neuberger Berman Group LLC, Two Sigma Advisers LP, Two Sigma Investments LP
Only HOOD (10)
Altimeter Capital Management LP, ARK Investment Management LLC, Bridgewater Associates LP, ExodusPoint Capital Management LP, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Voloridge Investment Management LLC
Only BAC (28)
AllianceBernstein LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D1 Capital Partners LP, Dodge & Cox, Eisler Capital Management Ltd, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC, and 3 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.