Holders over time
- BNY
- BAC
| Quarter | BNY | BAC |
|---|---|---|
| Q3 2020 | 24 holders, $8.3bn | 33 holders, $48.3bn |
| Q4 2020 | 28 holders, $10.6bn | 36 holders, $60.7bn |
| Q1 2021 | 23 holders, $11.2bn | 33 holders, $77.6bn |
| Q2 2021 | 28 holders, $11.9bn | 30 holders, $83.1bn |
| Q3 2021 | 18 holders, $11.7bn | 28 holders, $81.4bn |
| Q4 2021 | 19 holders, $12.6bn | 30 holders, $82.8bn |
| Q1 2022 | 27 holders, $10.5bn | 39 holders, $74.0bn |
| Q2 2022 | 20 holders, $8.7bn | 40 holders, $54.7bn |
| Q3 2022 | 24 holders, $7.8bn | 36 holders, $53.0bn |
| Q4 2022 | 30 holders, $8.6bn | 33 holders, $59.0bn |
| Q1 2023 | 32 holders, $7.3bn | 32 holders, $50.5bn |
| Q2 2023 | 28 holders, $7.0bn | 37 holders, $49.0bn |
| Q3 2023 | 22 holders, $6.1bn | 36 holders, $46.0bn |
| Q4 2023 | 19 holders, $7.2bn | 34 holders, $56.6bn |
| Q1 2024 | 21 holders, $7.8bn | 35 holders, $64.4bn |
| Q2 2024 | 24 holders, $8.3bn | 35 holders, $68.9bn |
| Q3 2024 | 22 holders, $10.1bn | 43 holders, $60.8bn |
| Q4 2024 | 21 holders, $10.7bn | 43 holders, $63.8bn |
| Q1 2025 | 21 holders, $11.3bn | 40 holders, $59.8bn |
| Q2 2025 | 20 holders, $11.6bn | 44 holders, $67.4bn |
| Q3 2025 | 22 holders, $13.5bn | 44 holders, $72.1bn |
| Q4 2025 | 23 holders, $12.6bn | 41 holders, $68.5bn |
| Q1 2026 | 25 holders, $12.8bn | 39 holders, $59.5bn |
| Q2 2026 | 30 holders, $14.7bn | 37 holders, $64.8bn |
Bank of Ny Mellon Corp
- Holders
- 20
- Reported value
- $11.6bn
- Buyers
- 6
- Sellers
- 13
Breadth -7 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 (16)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Man Group PLC, T. Rowe Price Associates Inc, Winton Group Ltd, Woodline Partners LP
Only BNY (4)
Bridgewater Associates LP, First Eagle Investment Management LLC, Markel Group Inc, Squarepoint Ops LLC
Only BAC (28)
Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., D1 Capital Partners LP, Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, and 3 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.