Holders over time
- HDB
- JPM
| Quarter | HDB | JPM |
|---|---|---|
| Q3 2020 | 13 holders, $2.6bn | 35 holders, $33.0bn |
| Q4 2020 | 13 holders, $3.7bn | 32 holders, $45.6bn |
| Q1 2021 | 14 holders, $3.7bn | 32 holders, $49.9bn |
| Q2 2021 | 16 holders, $3.7bn | 31 holders, $48.4bn |
| Q3 2021 | 16 holders, $3.6bn | 31 holders, $48.9bn |
| Q4 2021 | 15 holders, $3.2bn | 34 holders, $46.1bn |
| Q1 2022 | 17 holders, $3.2bn | 35 holders, $37.9bn |
| Q2 2022 | 12 holders, $2.4bn | 37 holders, $30.9bn |
| Q3 2022 | 15 holders, $2.7bn | 41 holders, $26.8bn |
| Q4 2022 | 15 holders, $3.3bn | 33 holders, $80.3bn |
| Q1 2023 | 19 holders, $3.4bn | 34 holders, $33.4bn |
| Q2 2023 | 22 holders, $4.0bn | 34 holders, $38.7bn |
| Q3 2023 | 21 holders, $3.6bn | 32 holders, $39.4bn |
| Q4 2023 | 24 holders, $4.3bn | 30 holders, $45.0bn |
| Q1 2024 | 19 holders, $3.0bn | 37 holders, $52.6bn |
| Q2 2024 | 21 holders, $3.9bn | 36 holders, $52.8bn |
| Q3 2024 | 20 holders, $2.8bn | 29 holders, $50.1bn |
| Q4 2024 | 24 holders, $3.2bn | 30 holders, $55.8bn |
| Q1 2025 | 24 holders, $3.3bn | 35 holders, $51.3bn |
| Q2 2025 | 21 holders, $3.7bn | 38 holders, $59.8bn |
| Q3 2025 | 22 holders, $3.1bn | 36 holders, $63.3bn |
| Q4 2025 | 21 holders, $2.5bn | 36 holders, $57.9bn |
| Q1 2026 | 24 holders, $1.8bn | 39 holders, $51.7bn |
| Q2 2026 | 21 holders, $1.9bn | 43 holders, $54.6bn |
HDFC Bank LTD
- Holders
- 21
- Reported value
- $3.7bn
- Buyers
- 8
- Sellers
- 15
Breadth -7 among 95 comparable managers.
JPMorgan Chase & Co
- Holders
- 38
- Reported value
- $59.8bn
- Buyers
- 23
- Sellers
- 16
Breadth +7 among 95 comparable managers.
Who holds both, Q2 2025
Both (15)
Acadian Asset Management LLC, Capital Research Global Investors, Capital World Investors, Discovery Capital Management LLC, Dodge & Cox, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP, Winton Group Ltd
Only HDB (6)
Artisan Partners LP, Baillie Gifford & Co, Oaktree Capital Management LP, Polen Capital Management LLC, Southeastern Asset Management Inc, Steadfast Capital Management LP
Only JPM (23)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Moore Capital Management LP, Neuberger Berman Group LLC, Rokos Capital Management LLP, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Viking Global Investors LP, 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.