Holders over time
- XP
- BAC
| Quarter | XP | BAC |
|---|---|---|
| Q3 2020 | 8 holders, $1.8bn | 33 holders, $48.3bn |
| Q4 2020 | 11 holders, $2.4bn | 36 holders, $60.7bn |
| Q1 2021 | 7 holders, $2.2bn | 33 holders, $77.6bn |
| Q2 2021 | 6 holders, $2.5bn | 30 holders, $83.1bn |
| Q3 2021 | 10 holders, $2.4bn | 28 holders, $81.4bn |
| Q4 2021 | 10 holders, $2.1bn | 30 holders, $82.8bn |
| Q1 2022 | 11 holders, $2.5bn | 39 holders, $74.0bn |
| Q2 2022 | 9 holders, $1.4bn | 40 holders, $54.7bn |
| Q3 2022 | 9 holders, $1.7bn | 36 holders, $53.0bn |
| Q4 2022 | 10 holders, $1.4bn | 33 holders, $59.0bn |
| Q1 2023 | 9 holders, $1.1bn | 32 holders, $50.5bn |
| Q2 2023 | 7 holders, $2.1bn | 37 holders, $49.0bn |
| Q3 2023 | 10 holders, $1.9bn | 36 holders, $46.0bn |
| Q4 2023 | 18 holders, $2.5bn | 34 holders, $56.6bn |
| Q1 2024 | 14 holders, $2.8bn | 35 holders, $64.4bn |
| Q2 2024 | 9 holders, $1.5bn | 35 holders, $68.9bn |
| Q3 2024 | 10 holders, $1.4bn | 43 holders, $60.8bn |
| Q4 2024 | 7 holders, $1.0bn | 43 holders, $63.8bn |
| Q1 2025 | 6 holders, $1.3bn | 40 holders, $59.8bn |
| Q2 2025 | 10 holders, $2.2bn | 44 holders, $67.4bn |
| Q3 2025 | 9 holders, $1.9bn | 44 holders, $72.1bn |
| Q4 2025 | 9 holders, $1.6bn | 41 holders, $68.5bn |
| Q1 2026 | 11 holders, $1.7bn | 39 holders, $59.5bn |
| Q2 2026 | 12 holders, $1.5bn | 37 holders, $64.8bn |
XP Inc
- Holders
- 10
- Reported value
- $2.2bn
- Buyers
- 9
- Sellers
- 1
Breadth +8 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 (8)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Capital World Investors, Dodge & Cox, Marshall Wace LLP, MFS Investment Management, Winton Group Ltd
Only XP (2)
Only BAC (36)
AllianceBernstein LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., D1 Capital Partners LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, and 11 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.