Holders over time
- NU
- BAC
| Quarter | NU | BAC |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 33 holders, $48.3bn |
| Q4 2020 | none listed holders, n.a. | 36 holders, $60.7bn |
| Q1 2021 | none listed holders, n.a. | 33 holders, $77.6bn |
| Q2 2021 | none listed holders, n.a. | 30 holders, $83.1bn |
| Q3 2021 | none listed holders, n.a. | 28 holders, $81.4bn |
| Q4 2021 | 10 holders, $5.1bn | 30 holders, $82.8bn |
| Q1 2022 | 9 holders, $4.2bn | 39 holders, $74.0bn |
| Q2 2022 | 9 holders, $1.6bn | 40 holders, $54.7bn |
| Q3 2022 | 12 holders, $1.8bn | 36 holders, $53.0bn |
| Q4 2022 | 14 holders, $2.4bn | 33 holders, $59.0bn |
| Q1 2023 | 15 holders, $2.9bn | 32 holders, $50.5bn |
| Q2 2023 | 22 holders, $5.4bn | 37 holders, $49.0bn |
| Q3 2023 | 25 holders, $6.2bn | 36 holders, $46.0bn |
| Q4 2023 | 27 holders, $7.0bn | 34 holders, $56.6bn |
| Q1 2024 | 29 holders, $11.6bn | 35 holders, $64.4bn |
| Q2 2024 | 30 holders, $13.2bn | 35 holders, $68.9bn |
| Q3 2024 | 21 holders, $12.2bn | 43 holders, $60.8bn |
| Q4 2024 | 25 holders, $9.0bn | 43 holders, $63.8bn |
| Q1 2025 | 21 holders, $8.6bn | 40 holders, $59.8bn |
| Q2 2025 | 32 holders, $11.4bn | 44 holders, $67.4bn |
| Q3 2025 | 33 holders, $13.2bn | 44 holders, $72.1bn |
| Q4 2025 | 33 holders, $13.7bn | 41 holders, $68.5bn |
| Q1 2026 | 26 holders, $10.3bn | 39 holders, $59.5bn |
| Q2 2026 | 23 holders, $9.8bn | 37 holders, $64.8bn |
Nu HLDGS LTD
- Holders
- 32
- Reported value
- $11.4bn
- Buyers
- 20
- Sellers
- 11
Breadth +9 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 (20)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Walleye Capital LLC
Only NU (12)
ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Citadel Advisors LLC, Coatue Management LLC, Discovery Capital Management LLC, Dragoneer Investment Group LLC, PDT Partners LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Tiger Global Management LLC, Whale Rock Capital Management LLC
Only BAC (24)
Acadian Asset Management LLC, AQR Capital Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Caxton Associates LLP, Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Verition Fund Management LLC, Viking Global Investors LP, Wellington Management Group LLP, Winton Group Ltd, 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.