Holders over time
- V
- BAC
| Quarter | V | BAC |
|---|---|---|
| Q3 2020 | 55 holders, $62.2bn | 33 holders, $48.3bn |
| Q4 2020 | 52 holders, $67.1bn | 36 holders, $60.7bn |
| Q1 2021 | 58 holders, $64.5bn | 33 holders, $77.6bn |
| Q2 2021 | 52 holders, $69.3bn | 30 holders, $83.1bn |
| Q3 2021 | 56 holders, $63.6bn | 28 holders, $81.4bn |
| Q4 2021 | 47 holders, $58.0bn | 30 holders, $82.8bn |
| Q1 2022 | 59 holders, $61.8bn | 39 holders, $74.0bn |
| Q2 2022 | 57 holders, $55.2bn | 40 holders, $54.7bn |
| Q3 2022 | 57 holders, $50.7bn | 36 holders, $53.0bn |
| Q4 2022 | 54 holders, $59.4bn | 33 holders, $59.0bn |
| Q1 2023 | 55 holders, $64.0bn | 32 holders, $50.5bn |
| Q2 2023 | 54 holders, $65.2bn | 37 holders, $49.0bn |
| Q3 2023 | 55 holders, $61.5bn | 36 holders, $46.0bn |
| Q4 2023 | 48 holders, $68.6bn | 34 holders, $56.6bn |
| Q1 2024 | 50 holders, $73.1bn | 35 holders, $64.4bn |
| Q2 2024 | 45 holders, $69.5bn | 35 holders, $68.9bn |
| Q3 2024 | 47 holders, $70.5bn | 43 holders, $60.8bn |
| Q4 2024 | 48 holders, $77.6bn | 43 holders, $63.8bn |
| Q1 2025 | 43 holders, $83.5bn | 40 holders, $59.8bn |
| Q2 2025 | 45 holders, $83.4bn | 44 holders, $67.4bn |
| Q3 2025 | 48 holders, $82.8bn | 44 holders, $72.1bn |
| Q4 2025 | 49 holders, $86.0bn | 41 holders, $68.5bn |
| Q1 2026 | 49 holders, $73.3bn | 39 holders, $59.5bn |
| Q2 2026 | 52 holders, $81.9bn | 37 holders, $64.8bn |
Visa Inc
- Holders
- 43
- Reported value
- $83.5bn
- Buyers
- 19
- Sellers
- 23
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 (28)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, 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., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only V (15)
Akre Capital Management LLC, Bridgewater Associates LP, Egerton Capital UK LLP, Element Capital Management LLC, Farallon Capital Management LLC, Markel Group Inc, Marshall Wace LLP, Moore Capital Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, TCI Fund Management Ltd, ValueAct Holdings LP, Voloridge Investment Management LLC
Only BAC (12)
Brevan Howard Capital Management LP, D1 Capital Partners LP, Eisler Capital Management Ltd, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Two Sigma Investments 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.