Holders over time
- AMP
- BAC
| Quarter | AMP | BAC |
|---|---|---|
| Q3 2020 | 6 holders, $235m | 33 holders, $48.3bn |
| Q4 2020 | 13 holders, $211m | 36 holders, $60.7bn |
| Q1 2021 | 13 holders, $667m | 33 holders, $77.6bn |
| Q2 2021 | 13 holders, $872m | 30 holders, $83.1bn |
| Q3 2021 | 17 holders, $1.0bn | 28 holders, $81.4bn |
| Q4 2021 | 18 holders, $1.5bn | 30 holders, $82.8bn |
| Q1 2022 | 16 holders, $1.5bn | 39 holders, $74.0bn |
| Q2 2022 | 11 holders, $635m | 40 holders, $54.7bn |
| Q3 2022 | 13 holders, $764m | 36 holders, $53.0bn |
| Q4 2022 | 18 holders, $1.7bn | 33 holders, $59.0bn |
| Q1 2023 | 16 holders, $1.4bn | 32 holders, $50.5bn |
| Q2 2023 | 18 holders, $1.5bn | 37 holders, $49.0bn |
| Q3 2023 | 17 holders, $1.7bn | 36 holders, $46.0bn |
| Q4 2023 | 13 holders, $1.8bn | 34 holders, $56.6bn |
| Q1 2024 | 19 holders, $2.0bn | 35 holders, $64.4bn |
| Q2 2024 | 13 holders, $1.8bn | 35 holders, $68.9bn |
| Q3 2024 | 12 holders, $1.5bn | 43 holders, $60.8bn |
| Q4 2024 | 12 holders, $1.6bn | 43 holders, $63.8bn |
| Q1 2025 | 13 holders, $1.1bn | 40 holders, $59.8bn |
| Q2 2025 | 13 holders, $1.3bn | 44 holders, $67.4bn |
| Q3 2025 | 20 holders, $2.0bn | 44 holders, $72.1bn |
| Q4 2025 | 20 holders, $2.9bn | 41 holders, $68.5bn |
| Q1 2026 | 22 holders, $2.8bn | 39 holders, $59.5bn |
| Q2 2026 | 18 holders, $2.0bn | 37 holders, $64.8bn |
Ameriprise Finl Inc
- Holders
- 20
- Reported value
- $2.0bn
- Buyers
- 17
- Sellers
- 4
Breadth +13 among 95 comparable managers.
Bank of Amer Corp
- Holders
- 44
- Reported value
- $72.1bn
- Buyers
- 22
- Sellers
- 22
Breadth 0 among 95 comparable managers.
Who holds both, Q3 2025
Both (16)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only AMP (4)
Element Capital Management LLC, Jane Street Group LLC, Tudor Investment Corp, Voloridge Investment Management LLC
Only BAC (28)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, D. E. Shaw & Co., D1 Capital Partners LP, Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, and 3 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.