Holders over time
- APO
- BAC
| Quarter | APO | 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 | none listed holders, n.a. | 28 holders, $81.4bn |
| Q4 2021 | none listed holders, n.a. | 30 holders, $82.8bn |
| Q1 2022 | 13 holders, $3.8bn | 39 holders, $74.0bn |
| Q2 2022 | 10 holders, $3.0bn | 40 holders, $54.7bn |
| Q3 2022 | 14 holders, $2.8bn | 36 holders, $53.0bn |
| Q4 2022 | 13 holders, $3.8bn | 33 holders, $59.0bn |
| Q1 2023 | 12 holders, $4.0bn | 32 holders, $50.5bn |
| Q2 2023 | 11 holders, $5.3bn | 37 holders, $49.0bn |
| Q3 2023 | 21 holders, $7.2bn | 36 holders, $46.0bn |
| Q4 2023 | 22 holders, $8.0bn | 34 holders, $56.6bn |
| Q1 2024 | 23 holders, $10.0bn | 35 holders, $64.4bn |
| Q2 2024 | 27 holders, $11.6bn | 35 holders, $68.9bn |
| Q3 2024 | 25 holders, $12.6bn | 43 holders, $60.8bn |
| Q4 2024 | 24 holders, $15.8bn | 43 holders, $63.8bn |
| Q1 2025 | 26 holders, $11.5bn | 40 holders, $59.8bn |
| Q2 2025 | 23 holders, $11.7bn | 44 holders, $67.4bn |
| Q3 2025 | 17 holders, $11.4bn | 44 holders, $72.1bn |
| Q4 2025 | 13 holders, $12.0bn | 41 holders, $68.5bn |
| Q1 2026 | 17 holders, $9.2bn | 39 holders, $59.5bn |
| Q2 2026 | 17 holders, $9.6bn | 37 holders, $64.8bn |
Apollo Global MGMT Inc
- Holders
- 23
- Reported value
- $11.7bn
- Buyers
- 11
- Sellers
- 11
Breadth 0 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 (20)
AllianceBernstein LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D1 Capital Partners LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Walleye Capital LLC, Wellington Management Group LLP
Only APO (3)
Markel Group Inc, Third Point LLC, Tiger Global Management LLC
Only BAC (24)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Verition Fund Management LLC, Viking Global Investors LP, Winton Group Ltd, Woodline Partners LP
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.