Holders over time
- AON
- BAC
| Quarter | AON | BAC |
|---|---|---|
| Q3 2020 | 26 holders, $10.9bn | 33 holders, $48.3bn |
| Q4 2020 | 30 holders, $10.7bn | 36 holders, $60.7bn |
| Q1 2021 | 32 holders, $12.0bn | 33 holders, $77.6bn |
| Q2 2021 | 34 holders, $13.2bn | 30 holders, $83.1bn |
| Q3 2021 | 27 holders, $13.3bn | 28 holders, $81.4bn |
| Q4 2021 | 31 holders, $14.0bn | 30 holders, $82.8bn |
| Q1 2022 | 23 holders, $15.7bn | 39 holders, $74.0bn |
| Q2 2022 | 32 holders, $12.5bn | 40 holders, $54.7bn |
| Q3 2022 | 24 holders, $11.7bn | 36 holders, $53.0bn |
| Q4 2022 | 27 holders, $12.4bn | 33 holders, $59.0bn |
| Q1 2023 | 23 holders, $12.4bn | 32 holders, $50.5bn |
| Q2 2023 | 17 holders, $13.8bn | 37 holders, $49.0bn |
| Q3 2023 | 21 holders, $12.3bn | 36 holders, $46.0bn |
| Q4 2023 | 24 holders, $10.0bn | 34 holders, $56.6bn |
| Q1 2024 | 23 holders, $11.2bn | 35 holders, $64.4bn |
| Q2 2024 | 21 holders, $11.0bn | 35 holders, $68.9bn |
| Q3 2024 | 25 holders, $13.5bn | 43 holders, $60.8bn |
| Q4 2024 | 24 holders, $14.1bn | 43 holders, $63.8bn |
| Q1 2025 | 24 holders, $15.9bn | 40 holders, $59.8bn |
| Q2 2025 | 24 holders, $15.0bn | 44 holders, $67.4bn |
| Q3 2025 | 30 holders, $16.0bn | 44 holders, $72.1bn |
| Q4 2025 | 25 holders, $16.1bn | 41 holders, $68.5bn |
| Q1 2026 | 23 holders, $14.0bn | 39 holders, $59.5bn |
| Q2 2026 | 24 holders, $15.0bn | 37 holders, $64.8bn |
Aon PLC
- Holders
- 30
- Reported value
- $16.0bn
- Buyers
- 17
- Sellers
- 12
Breadth +5 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 (25)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital World Investors, Dodge & Cox, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only AON (5)
Citadel Advisors LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Markel Group Inc, Polen Capital Management LLC
Only BAC (19)
Acadian Asset Management LLC, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., D1 Capital Partners LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Two Sigma Advisers LP, Walleye Capital LLC
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.