Holders over time
- EQH
- BAC
| Quarter | EQH | BAC |
|---|---|---|
| Q3 2020 | 15 holders, $2.2bn | 33 holders, $48.3bn |
| Q4 2020 | 18 holders, $2.9bn | 36 holders, $60.7bn |
| Q1 2021 | 17 holders, $3.5bn | 33 holders, $77.6bn |
| Q2 2021 | 19 holders, $3.3bn | 30 holders, $83.1bn |
| Q3 2021 | 16 holders, $2.9bn | 28 holders, $81.4bn |
| Q4 2021 | 17 holders, $3.0bn | 30 holders, $82.8bn |
| Q1 2022 | 16 holders, $2.2bn | 39 holders, $74.0bn |
| Q2 2022 | 17 holders, $2.0bn | 40 holders, $54.7bn |
| Q3 2022 | 12 holders, $2.2bn | 36 holders, $53.0bn |
| Q4 2022 | 13 holders, $2.3bn | 33 holders, $59.0bn |
| Q1 2023 | 16 holders, $2.0bn | 32 holders, $50.5bn |
| Q2 2023 | 12 holders, $2.1bn | 37 holders, $49.0bn |
| Q3 2023 | 9 holders, $2.0bn | 36 holders, $46.0bn |
| Q4 2023 | 10 holders, $2.0bn | 34 holders, $56.6bn |
| Q1 2024 | 15 holders, $2.2bn | 35 holders, $64.4bn |
| Q2 2024 | 20 holders, $2.3bn | 35 holders, $68.9bn |
| Q3 2024 | 17 holders, $2.2bn | 43 holders, $60.8bn |
| Q4 2024 | 23 holders, $2.9bn | 43 holders, $63.8bn |
| Q1 2025 | 19 holders, $3.1bn | 40 holders, $59.8bn |
| Q2 2025 | 17 holders, $3.1bn | 44 holders, $67.4bn |
| Q3 2025 | 9 holders, $1.9bn | 44 holders, $72.1bn |
| Q4 2025 | 12 holders, $1.6bn | 41 holders, $68.5bn |
| Q1 2026 | 16 holders, $1.5bn | 39 holders, $59.5bn |
| Q2 2026 | 17 holders, $2.4bn | 37 holders, $64.8bn |
Equitable Holdings Inc
- Holders
- 9
- Reported value
- $1.9bn
- Buyers
- 2
- Sellers
- 11
Breadth -9 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 (8)
Acadian Asset Management LLC, Bridgewater Associates LP, Freestone Grove Partners LP, Marshall Wace LLP, MFS Investment Management, Quantbot Technologies LP, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only EQH (1)
Only BAC (36)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, 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, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, 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, 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.