Holders over time
- PRU
- BAC
| Quarter | PRU | BAC |
|---|---|---|
| Q3 2020 | 14 holders, $667m | 33 holders, $48.3bn |
| Q4 2020 | 12 holders, $852m | 36 holders, $60.7bn |
| Q1 2021 | 15 holders, $920m | 33 holders, $77.6bn |
| Q2 2021 | 8 holders, $872m | 30 holders, $83.1bn |
| Q3 2021 | 8 holders, $907m | 28 holders, $81.4bn |
| Q4 2021 | 8 holders, $859m | 30 holders, $82.8bn |
| Q1 2022 | 7 holders, $831m | 39 holders, $74.0bn |
| Q2 2022 | 6 holders, $747m | 40 holders, $54.7bn |
| Q3 2022 | 5 holders, $649m | 36 holders, $53.0bn |
| Q4 2022 | 7 holders, $704m | 33 holders, $59.0bn |
| Q1 2023 | 12 holders, $903m | 32 holders, $50.5bn |
| Q2 2023 | 10 holders, $669m | 37 holders, $49.0bn |
| Q3 2023 | 10 holders, $714m | 36 holders, $46.0bn |
| Q4 2023 | 9 holders, $643m | 34 holders, $56.6bn |
| Q1 2024 | 9 holders, $673m | 35 holders, $64.4bn |
| Q2 2024 | 10 holders, $810m | 35 holders, $68.9bn |
| Q3 2024 | 6 holders, $698m | 43 holders, $60.8bn |
| Q4 2024 | 8 holders, $709m | 43 holders, $63.8bn |
| Q1 2025 | 10 holders, $790m | 40 holders, $59.8bn |
| Q2 2025 | 12 holders, $735m | 44 holders, $67.4bn |
| Q3 2025 | 11 holders, $684m | 44 holders, $72.1bn |
| Q4 2025 | 8 holders, $870m | 41 holders, $68.5bn |
| Q1 2026 | 9 holders, $1.0bn | 39 holders, $59.5bn |
| Q2 2026 | 7 holders, $1.3bn | 37 holders, $64.8bn |
Prudential Finl Inc
- Holders
- 12
- Reported value
- $735m
- Buyers
- 7
- Sellers
- 4
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 (10)
Brevan Howard Capital Management LP, Caxton Associates LLP, ExodusPoint Capital Management LP, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Quantbot Technologies LP, Two Sigma Advisers LP, Verition Fund Management LLC
Only PRU (2)
Only BAC (34)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, 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, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, and 9 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.