Holders over time
- HBAN
- BAC
| Quarter | HBAN | BAC |
|---|---|---|
| Q3 2020 | 8 holders, $648m | 33 holders, $48.3bn |
| Q4 2020 | 11 holders, $1.2bn | 36 holders, $60.7bn |
| Q1 2021 | 8 holders, $1.9bn | 33 holders, $77.6bn |
| Q2 2021 | 13 holders, $2.3bn | 30 holders, $83.1bn |
| Q3 2021 | 9 holders, $2.4bn | 28 holders, $81.4bn |
| Q4 2021 | 10 holders, $2.5bn | 30 holders, $82.8bn |
| Q1 2022 | 8 holders, $2.3bn | 39 holders, $74.0bn |
| Q2 2022 | 6 holders, $1.9bn | 40 holders, $54.7bn |
| Q3 2022 | 9 holders, $2.1bn | 36 holders, $53.0bn |
| Q4 2022 | 10 holders, $2.4bn | 33 holders, $59.0bn |
| Q1 2023 | 8 holders, $2.0bn | 32 holders, $50.5bn |
| Q2 2023 | 12 holders, $1.9bn | 37 holders, $49.0bn |
| Q3 2023 | 9 holders, $1.5bn | 36 holders, $46.0bn |
| Q4 2023 | 10 holders, $1.7bn | 34 holders, $56.6bn |
| Q1 2024 | 12 holders, $2.0bn | 35 holders, $64.4bn |
| Q2 2024 | 12 holders, $2.1bn | 35 holders, $68.9bn |
| Q3 2024 | 9 holders, $2.5bn | 43 holders, $60.8bn |
| Q4 2024 | 15 holders, $3.2bn | 43 holders, $63.8bn |
| Q1 2025 | 19 holders, $3.5bn | 40 holders, $59.8bn |
| Q2 2025 | 19 holders, $3.6bn | 44 holders, $67.4bn |
| Q3 2025 | 17 holders, $3.8bn | 44 holders, $72.1bn |
| Q4 2025 | 17 holders, $3.8bn | 41 holders, $68.5bn |
| Q1 2026 | 25 holders, $6.5bn | 39 holders, $59.5bn |
| Q2 2026 | 20 holders, $7.2bn | 37 holders, $64.8bn |
Huntington Bancshares Inc/oh
- Holders
- 17
- Reported value
- $3.8bn
- Buyers
- 10
- Sellers
- 8
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 (13)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC
Only HBAN (4)
Citadel Advisors LLC, ExodusPoint Capital Management LP, PDT Partners LLC, Voloridge Investment Management LLC
Only BAC (31)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, 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.