Holders over time
- FHN
- BAC
| Quarter | FHN | BAC |
|---|---|---|
| Q3 2020 | 7 holders, $604m | 33 holders, $48.3bn |
| Q4 2020 | 9 holders, $791m | 36 holders, $60.7bn |
| Q1 2021 | 7 holders, $842m | 33 holders, $77.6bn |
| Q2 2021 | 5 holders, $727m | 30 holders, $83.1bn |
| Q3 2021 | 5 holders, $598m | 28 holders, $81.4bn |
| Q4 2021 | 6 holders, $165m | 30 holders, $82.8bn |
| Q1 2022 | 7 holders, $115m | 39 holders, $74.0bn |
| Q2 2022 | 13 holders, $607m | 40 holders, $54.7bn |
| Q3 2022 | 16 holders, $527m | 36 holders, $53.0bn |
| Q4 2022 | 13 holders, $608m | 33 holders, $59.0bn |
| Q1 2023 | 8 holders, $352m | 32 holders, $50.5bn |
| Q2 2023 | 12 holders, $690m | 37 holders, $49.0bn |
| Q3 2023 | 17 holders, $663m | 36 holders, $46.0bn |
| Q4 2023 | 16 holders, $844m | 34 holders, $56.6bn |
| Q1 2024 | 14 holders, $619m | 35 holders, $64.4bn |
| Q2 2024 | 14 holders, $571m | 35 holders, $68.9bn |
| Q3 2024 | 10 holders, $367m | 43 holders, $60.8bn |
| Q4 2024 | 14 holders, $932m | 43 holders, $63.8bn |
| Q1 2025 | 10 holders, $651m | 40 holders, $59.8bn |
| Q2 2025 | 10 holders, $716m | 44 holders, $67.4bn |
| Q3 2025 | 16 holders, $826m | 44 holders, $72.1bn |
| Q4 2025 | 16 holders, $677m | 41 holders, $68.5bn |
| Q1 2026 | 13 holders, $589m | 39 holders, $59.5bn |
| Q2 2026 | 15 holders, $717m | 37 holders, $64.8bn |
First Horizon Corporation
- Holders
- 10
- Reported value
- $716m
- Buyers
- 3
- Sellers
- 6
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 (9)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Maverick Capital Ltd, Millennium Management LLC, Verition Fund Management LLC
Only FHN (1)
Only BAC (35)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, and 10 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.