Holders over time
- HIG
- BAC
| Quarter | HIG | BAC |
|---|---|---|
| Q3 2020 | 21 holders, $2.1bn | 33 holders, $48.3bn |
| Q4 2020 | 17 holders, $2.7bn | 36 holders, $60.7bn |
| Q1 2021 | 24 holders, $4.0bn | 33 holders, $77.6bn |
| Q2 2021 | 18 holders, $3.6bn | 30 holders, $83.1bn |
| Q3 2021 | 14 holders, $4.0bn | 28 holders, $81.4bn |
| Q4 2021 | 15 holders, $3.9bn | 30 holders, $82.8bn |
| Q1 2022 | 20 holders, $4.0bn | 39 holders, $74.0bn |
| Q2 2022 | 17 holders, $3.5bn | 40 holders, $54.7bn |
| Q3 2022 | 19 holders, $3.3bn | 36 holders, $53.0bn |
| Q4 2022 | 15 holders, $4.4bn | 33 holders, $59.0bn |
| Q1 2023 | 12 holders, $4.1bn | 32 holders, $50.5bn |
| Q2 2023 | 11 holders, $3.8bn | 37 holders, $49.0bn |
| Q3 2023 | 12 holders, $3.6bn | 36 holders, $46.0bn |
| Q4 2023 | 13 holders, $3.9bn | 34 holders, $56.6bn |
| Q1 2024 | 11 holders, $4.8bn | 35 holders, $64.4bn |
| Q2 2024 | 12 holders, $4.6bn | 35 holders, $68.9bn |
| Q3 2024 | 14 holders, $5.2bn | 43 holders, $60.8bn |
| Q4 2024 | 16 holders, $4.5bn | 43 holders, $63.8bn |
| Q1 2025 | 16 holders, $5.0bn | 40 holders, $59.8bn |
| Q2 2025 | 15 holders, $4.8bn | 44 holders, $67.4bn |
| Q3 2025 | 20 holders, $5.1bn | 44 holders, $72.1bn |
| Q4 2025 | 12 holders, $4.3bn | 41 holders, $68.5bn |
| Q1 2026 | 15 holders, $3.9bn | 39 holders, $59.5bn |
| Q2 2026 | 22 holders, $4.1bn | 37 holders, $64.8bn |
Hartford Insurance Group Inc
- Holders
- 20
- Reported value
- $5.1bn
- Buyers
- 8
- Sellers
- 13
Breadth -5 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 (18)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC
Only BAC (26)
AllianceBernstein LP, Artisan Partners LP, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, and 1 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.