Holders over time
- BHF
- BAC
| Quarter | BHF | BAC |
|---|---|---|
| Q3 2020 | 7 holders, $358m | 33 holders, $48.3bn |
| Q4 2020 | 8 holders, $463m | 36 holders, $60.7bn |
| Q1 2021 | 9 holders, $593m | 33 holders, $77.6bn |
| Q2 2021 | 5 holders, $564m | 30 holders, $83.1bn |
| Q3 2021 | 7 holders, $558m | 28 holders, $81.4bn |
| Q4 2021 | 7 holders, $640m | 30 holders, $82.8bn |
| Q1 2022 | 8 holders, $623m | 39 holders, $74.0bn |
| Q2 2022 | 7 holders, $459m | 40 holders, $54.7bn |
| Q3 2022 | 6 holders, $469m | 36 holders, $53.0bn |
| Q4 2022 | 6 holders, $551m | 33 holders, $59.0bn |
| Q1 2023 | 5 holders, $453m | 32 holders, $50.5bn |
| Q2 2023 | 7 holders, $480m | 37 holders, $49.0bn |
| Q3 2023 | 5 holders, $495m | 36 holders, $46.0bn |
| Q4 2023 | 6 holders, $524m | 34 holders, $56.6bn |
| Q1 2024 | 10 holders, $667m | 35 holders, $64.4bn |
| Q2 2024 | 9 holders, $465m | 35 holders, $68.9bn |
| Q3 2024 | 8 holders, $473m | 43 holders, $60.8bn |
| Q4 2024 | 9 holders, $502m | 43 holders, $63.8bn |
| Q1 2025 | 16 holders, $525m | 40 holders, $59.8bn |
| Q2 2025 | 13 holders, $428m | 44 holders, $67.4bn |
| Q3 2025 | 7 holders, $332m | 44 holders, $72.1bn |
| Q4 2025 | 5 holders, $261m | 41 holders, $68.5bn |
| Q1 2026 | 7 holders, $342m | 39 holders, $59.5bn |
| Q2 2026 | 4 holders, $255m | 37 holders, $64.8bn |
Brighthouse Finl Inc
- Holders
- 13
- Reported value
- $428m
- Buyers
- 7
- Sellers
- 6
Breadth +1 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 (8)
Caxton Associates LLP, Holocene Advisors LP, Marshall Wace LLP, Maverick Capital Ltd, Two Sigma Advisers LP, Two Sigma Investments LP, Winton Group Ltd, Woodline Partners LP
Only BHF (5)
Balyasny Asset Management LLC, Bridgewater Associates LP, Greenlight Capital, Soros Fund Management LLC, Voloridge Investment Management LLC
Only BAC (36)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, and 11 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.