Holders over time
- HBAN
- JPM
| Quarter | HBAN | JPM |
|---|---|---|
| Q3 2020 | 8 holders, $648m | 35 holders, $33.0bn |
| Q4 2020 | 11 holders, $1.2bn | 32 holders, $45.6bn |
| Q1 2021 | 8 holders, $1.9bn | 32 holders, $49.9bn |
| Q2 2021 | 13 holders, $2.3bn | 31 holders, $48.4bn |
| Q3 2021 | 9 holders, $2.4bn | 31 holders, $48.9bn |
| Q4 2021 | 10 holders, $2.5bn | 34 holders, $46.1bn |
| Q1 2022 | 8 holders, $2.3bn | 35 holders, $37.9bn |
| Q2 2022 | 6 holders, $1.9bn | 37 holders, $30.9bn |
| Q3 2022 | 9 holders, $2.1bn | 41 holders, $26.8bn |
| Q4 2022 | 10 holders, $2.4bn | 33 holders, $80.3bn |
| Q1 2023 | 8 holders, $2.0bn | 34 holders, $33.4bn |
| Q2 2023 | 12 holders, $1.9bn | 34 holders, $38.7bn |
| Q3 2023 | 9 holders, $1.5bn | 32 holders, $39.4bn |
| Q4 2023 | 10 holders, $1.7bn | 30 holders, $45.0bn |
| Q1 2024 | 12 holders, $2.0bn | 37 holders, $52.6bn |
| Q2 2024 | 12 holders, $2.1bn | 36 holders, $52.8bn |
| Q3 2024 | 9 holders, $2.5bn | 29 holders, $50.1bn |
| Q4 2024 | 15 holders, $3.2bn | 30 holders, $55.8bn |
| Q1 2025 | 19 holders, $3.5bn | 35 holders, $51.3bn |
| Q2 2025 | 19 holders, $3.6bn | 38 holders, $59.8bn |
| Q3 2025 | 17 holders, $3.8bn | 36 holders, $63.3bn |
| Q4 2025 | 17 holders, $3.8bn | 36 holders, $57.9bn |
| Q1 2026 | 25 holders, $6.5bn | 39 holders, $51.7bn |
| Q2 2026 | 20 holders, $7.2bn | 43 holders, $54.6bn |
Huntington Bancshares Inc/oh
- Holders
- 17
- Reported value
- $3.8bn
- Buyers
- 10
- Sellers
- 8
Breadth +2 among 95 comparable managers.
JPMorgan Chase & Co
- Holders
- 36
- Reported value
- $63.3bn
- Buyers
- 21
- Sellers
- 17
Breadth +4 among 95 comparable managers.
Who holds both, Q3 2025
Both (12)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC
Only HBAN (5)
ExodusPoint Capital Management LP, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, Voloridge Investment Management LLC
Only JPM (24)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Susquehanna International Group LLP, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
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.