Holders over time
- AMP
- BAC
| Quarter | AMP | BAC |
|---|---|---|
| Q3 2020 | 6 holders, $235m | 33 holders, $48.3bn |
| Q4 2020 | 13 holders, $211m | 36 holders, $60.7bn |
| Q1 2021 | 13 holders, $667m | 33 holders, $77.6bn |
| Q2 2021 | 13 holders, $872m | 30 holders, $83.1bn |
| Q3 2021 | 17 holders, $1.0bn | 28 holders, $81.4bn |
| Q4 2021 | 18 holders, $1.5bn | 30 holders, $82.8bn |
| Q1 2022 | 16 holders, $1.5bn | 39 holders, $74.0bn |
| Q2 2022 | 11 holders, $635m | 40 holders, $54.7bn |
| Q3 2022 | 13 holders, $764m | 36 holders, $53.0bn |
| Q4 2022 | 18 holders, $1.7bn | 33 holders, $59.0bn |
| Q1 2023 | 16 holders, $1.4bn | 32 holders, $50.5bn |
| Q2 2023 | 18 holders, $1.5bn | 37 holders, $49.0bn |
| Q3 2023 | 17 holders, $1.7bn | 36 holders, $46.0bn |
| Q4 2023 | 13 holders, $1.8bn | 34 holders, $56.6bn |
| Q1 2024 | 19 holders, $2.0bn | 35 holders, $64.4bn |
| Q2 2024 | 13 holders, $1.8bn | 35 holders, $68.9bn |
| Q3 2024 | 12 holders, $1.5bn | 43 holders, $60.8bn |
| Q4 2024 | 12 holders, $1.6bn | 43 holders, $63.8bn |
| Q1 2025 | 13 holders, $1.1bn | 40 holders, $59.8bn |
| Q2 2025 | 13 holders, $1.3bn | 44 holders, $67.4bn |
| Q3 2025 | 20 holders, $2.0bn | 44 holders, $72.1bn |
| Q4 2025 | 20 holders, $2.9bn | 41 holders, $68.5bn |
| Q1 2026 | 22 holders, $2.8bn | 39 holders, $59.5bn |
| Q2 2026 | 18 holders, $2.0bn | 37 holders, $64.8bn |
Ameriprise Finl Inc
- Holders
- 13
- Reported value
- $1.3bn
- Buyers
- 11
- Sellers
- 2
Breadth +9 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 (12)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Dodge & Cox, GAMCO Investors Inc, Invesco Ltd, MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, Tudor Investment Corp, Winton Group Ltd
Only AMP (1)
Only BAC (32)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., D1 Capital Partners LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, and 7 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.