Holders over time
- AIG
- BAC
| Quarter | AIG | BAC |
|---|---|---|
| Q3 2020 | 12 holders, $4.9bn | 33 holders, $48.3bn |
| Q4 2020 | 13 holders, $6.9bn | 36 holders, $60.7bn |
| Q1 2021 | 11 holders, $8.9bn | 33 holders, $77.6bn |
| Q2 2021 | 12 holders, $9.1bn | 30 holders, $83.1bn |
| Q3 2021 | 13 holders, $10.8bn | 28 holders, $81.4bn |
| Q4 2021 | 12 holders, $10.9bn | 30 holders, $82.8bn |
| Q1 2022 | 15 holders, $11.4bn | 39 holders, $74.0bn |
| Q2 2022 | 22 holders, $8.7bn | 40 holders, $54.7bn |
| Q3 2022 | 25 holders, $7.8bn | 36 holders, $53.0bn |
| Q4 2022 | 24 holders, $11.3bn | 33 holders, $59.0bn |
| Q1 2023 | 24 holders, $8.5bn | 32 holders, $50.5bn |
| Q2 2023 | 20 holders, $9.5bn | 37 holders, $49.0bn |
| Q3 2023 | 21 holders, $9.9bn | 36 holders, $46.0bn |
| Q4 2023 | 24 holders, $11.6bn | 34 holders, $56.6bn |
| Q1 2024 | 26 holders, $13.3bn | 35 holders, $64.4bn |
| Q2 2024 | 29 holders, $12.2bn | 35 holders, $68.9bn |
| Q3 2024 | 24 holders, $11.2bn | 43 holders, $60.8bn |
| Q4 2024 | 17 holders, $10.4bn | 43 holders, $63.8bn |
| Q1 2025 | 19 holders, $10.8bn | 40 holders, $59.8bn |
| Q2 2025 | 18 holders, $9.1bn | 44 holders, $67.4bn |
| Q3 2025 | 17 holders, $8.9bn | 44 holders, $72.1bn |
| Q4 2025 | 18 holders, $10.1bn | 41 holders, $68.5bn |
| Q1 2026 | 29 holders, $8.8bn | 39 holders, $59.5bn |
| Q2 2026 | 29 holders, $8.6bn | 37 holders, $64.8bn |
American Intl Group Inc
- Holders
- 18
- Reported value
- $9.1bn
- Buyers
- 11
- Sellers
- 8
Breadth +3 among 95 comparable managers.
Bank of Amer Corp
- Holders
- 44
- Reported value
- $67.4bn
- Buyers
- 24
- Sellers
- 20
Breadth +4 among 95 comparable managers.
Who holds both, Q2 2025
Both (15)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Viking Global Investors LP, Wellington Management Group LLP, Winton Group Ltd
Only AIG (3)
Balyasny Asset Management LLC, Bridgewater Associates LP, Steadfast Capital Management LP
Only BAC (29)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Tudor Investment Corp, Two Sigma Advisers LP, and 4 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.