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MORN · BAC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

MORNBAC
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • MORN
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterMORNBAC
Q3 20203 holders, $168m33 holders, $48.3bn
Q4 20206 holders, $295m36 holders, $60.7bn
Q1 20217 holders, $219m33 holders, $77.6bn
Q2 20216 holders, $245m30 holders, $83.1bn
Q3 20216 holders, $239m28 holders, $81.4bn
Q4 20214 holders, $425m30 holders, $82.8bn
Q1 20223 holders, $343m39 holders, $74.0bn
Q2 20225 holders, $319m40 holders, $54.7bn
Q3 20224 holders, $345m36 holders, $53.0bn
Q4 20225 holders, $368m33 holders, $59.0bn
Q1 20236 holders, $272m32 holders, $50.5bn
Q2 20234 holders, $182m37 holders, $49.0bn
Q3 20236 holders, $468m36 holders, $46.0bn
Q4 20237 holders, $725m34 holders, $56.6bn
Q1 20247 holders, $856m35 holders, $64.4bn
Q2 20246 holders, $957m35 holders, $68.9bn
Q3 20247 holders, $1.1bn43 holders, $60.8bn
Q4 202410 holders, $1.2bn43 holders, $63.8bn
Q1 202513 holders, $966m40 holders, $59.8bn
Q2 202514 holders, $1.1bn44 holders, $67.4bn
Q3 202511 holders, $722m44 holders, $72.1bn
Q4 202510 holders, $872m41 holders, $68.5bn
Q1 20269 holders, $756m39 holders, $59.5bn
Q2 20268 holders, $646m37 holders, $64.8bn
MORN

Morningstar Inc

Holders
14
Reported value
$1.1bn
Buyers
12
Sellers
3

Breadth +9 among 95 comparable managers.

Other financial servicesFinancial services · L3VLUP
BAC

Bank of Amer Corp

Holders
44
Reported value
$67.4bn
Buyers
24
Sellers
20

Breadth +4 among 95 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q2 2025

Among the 46 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MORN (2)

Renaissance Technologies LLC, Voloridge Investment Management LLC

Only BAC (32)

Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Rokos Capital Management LLP, and 7 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.

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