Holders over time
- FHN
- BAC
| Quarter | FHN | BAC |
|---|---|---|
| Q3 2020 | 7 holders, $604m | 33 holders, $48.3bn |
| Q4 2020 | 9 holders, $791m | 36 holders, $60.7bn |
| Q1 2021 | 7 holders, $842m | 33 holders, $77.6bn |
| Q2 2021 | 5 holders, $727m | 30 holders, $83.1bn |
| Q3 2021 | 5 holders, $598m | 28 holders, $81.4bn |
| Q4 2021 | 6 holders, $165m | 30 holders, $82.8bn |
| Q1 2022 | 7 holders, $115m | 39 holders, $74.0bn |
| Q2 2022 | 13 holders, $607m | 40 holders, $54.7bn |
| Q3 2022 | 16 holders, $527m | 36 holders, $53.0bn |
| Q4 2022 | 13 holders, $608m | 33 holders, $59.0bn |
| Q1 2023 | 8 holders, $352m | 32 holders, $50.5bn |
| Q2 2023 | 12 holders, $690m | 37 holders, $49.0bn |
| Q3 2023 | 17 holders, $663m | 36 holders, $46.0bn |
| Q4 2023 | 16 holders, $844m | 34 holders, $56.6bn |
| Q1 2024 | 14 holders, $619m | 35 holders, $64.4bn |
| Q2 2024 | 14 holders, $571m | 35 holders, $68.9bn |
| Q3 2024 | 10 holders, $367m | 43 holders, $60.8bn |
| Q4 2024 | 14 holders, $932m | 43 holders, $63.8bn |
| Q1 2025 | 10 holders, $651m | 40 holders, $59.8bn |
| Q2 2025 | 10 holders, $716m | 44 holders, $67.4bn |
| Q3 2025 | 16 holders, $826m | 44 holders, $72.1bn |
| Q4 2025 | 16 holders, $677m | 41 holders, $68.5bn |
| Q1 2026 | 13 holders, $589m | 39 holders, $59.5bn |
| Q2 2026 | 15 holders, $717m | 37 holders, $64.8bn |
First Horizon Corporation
- Holders
- 16
- Reported value
- $826m
- Buyers
- 10
- Sellers
- 7
Breadth +3 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 (13)
Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC, Winton Group Ltd
Only BAC (31)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, and 6 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.