Holders over time
- FCNCA
- BAC
| Quarter | FCNCA | BAC |
|---|---|---|
| Q3 2020 | 4 holders, $140m | 33 holders, $48.3bn |
| Q4 2020 | 4 holders, $410m | 36 holders, $60.7bn |
| Q1 2021 | 7 holders, $668m | 33 holders, $77.6bn |
| Q2 2021 | 6 holders, $735m | 30 holders, $83.1bn |
| Q3 2021 | 6 holders, $836m | 28 holders, $81.4bn |
| Q4 2021 | 7 holders, $931m | 30 holders, $82.8bn |
| Q1 2022 | 9 holders, $1.7bn | 39 holders, $74.0bn |
| Q2 2022 | 7 holders, $1.6bn | 40 holders, $54.7bn |
| Q3 2022 | 7 holders, $1.6bn | 36 holders, $53.0bn |
| Q4 2022 | 9 holders, $1.3bn | 33 holders, $59.0bn |
| Q1 2023 | 10 holders, $1.9bn | 32 holders, $50.5bn |
| Q2 2023 | 17 holders, $2.7bn | 37 holders, $49.0bn |
| Q3 2023 | 17 holders, $2.8bn | 36 holders, $46.0bn |
| Q4 2023 | 14 holders, $2.7bn | 34 holders, $56.6bn |
| Q1 2024 | 18 holders, $3.9bn | 35 holders, $64.4bn |
| Q2 2024 | 20 holders, $4.2bn | 35 holders, $68.9bn |
| Q3 2024 | 13 holders, $4.7bn | 43 holders, $60.8bn |
| Q4 2024 | 13 holders, $4.7bn | 43 holders, $63.8bn |
| Q1 2025 | 12 holders, $4.0bn | 40 holders, $59.8bn |
| Q2 2025 | 11 holders, $3.7bn | 44 holders, $67.4bn |
| Q3 2025 | 14 holders, $2.6bn | 44 holders, $72.1bn |
| Q4 2025 | 13 holders, $3.2bn | 41 holders, $68.5bn |
| Q1 2026 | 8 holders, $3.2bn | 39 holders, $59.5bn |
| Q2 2026 | 10 holders, $3.5bn | 37 holders, $64.8bn |
First CTZNS Bancshares Inc D
- Holders
- 14
- Reported value
- $2.6bn
- Buyers
- 8
- Sellers
- 6
Breadth +2 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 (10)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Freestone Grove Partners LP, Harris Associates LP, Marshall Wace LLP, Wellington Management Group LLP
Only FCNCA (4)
Caxton Associates LLP, Coatue Management LLC, Egerton Capital UK LLP, Soros Fund Management LLC
Only BAC (34)
Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital World Investors, D1 Capital Partners LP, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, and 9 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.