Holders over time
- VOYA
- BAC
| Quarter | VOYA | BAC |
|---|---|---|
| Q3 2020 | 12 holders, $770m | 33 holders, $48.3bn |
| Q4 2020 | 10 holders, $1.1bn | 36 holders, $60.7bn |
| Q1 2021 | 12 holders, $731m | 33 holders, $77.6bn |
| Q2 2021 | 10 holders, $657m | 30 holders, $83.1bn |
| Q3 2021 | 9 holders, $710m | 28 holders, $81.4bn |
| Q4 2021 | 11 holders, $828m | 30 holders, $82.8bn |
| Q1 2022 | 10 holders, $704m | 39 holders, $74.0bn |
| Q2 2022 | 11 holders, $722m | 40 holders, $54.7bn |
| Q3 2022 | 10 holders, $792m | 36 holders, $53.0bn |
| Q4 2022 | 13 holders, $827m | 33 holders, $59.0bn |
| Q1 2023 | 11 holders, $1.4bn | 32 holders, $50.5bn |
| Q2 2023 | 5 holders, $858m | 37 holders, $49.0bn |
| Q3 2023 | 4 holders, $714m | 36 holders, $46.0bn |
| Q4 2023 | 2 holders, $743m | 34 holders, $56.6bn |
| Q1 2024 | 9 holders, $1.0bn | 35 holders, $64.4bn |
| Q2 2024 | 8 holders, $964m | 35 holders, $68.9bn |
| Q3 2024 | 12 holders, $1.2bn | 43 holders, $60.8bn |
| Q4 2024 | 9 holders, $949m | 43 holders, $63.8bn |
| Q1 2025 | 11 holders, $1.1bn | 40 holders, $59.8bn |
| Q2 2025 | 11 holders, $1.3bn | 44 holders, $67.4bn |
| Q3 2025 | 12 holders, $1.4bn | 44 holders, $72.1bn |
| Q4 2025 | 10 holders, $1.2bn | 41 holders, $68.5bn |
| Q1 2026 | 11 holders, $1.2bn | 39 holders, $59.5bn |
| Q2 2026 | 12 holders, $1.5bn | 37 holders, $64.8bn |
Voya Financial Inc
- Holders
- 11
- Reported value
- $1.3bn
- 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 (9)
Caxton Associates LLP, Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, MFS Investment Management, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Wellington Management Group LLP, Woodline Partners LP
Only VOYA (2)
Only BAC (35)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, 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.