Holders over time
- PNC
- JPM
| Quarter | PNC | JPM |
|---|---|---|
| Q3 2020 | 13 holders, $9.7bn | 35 holders, $33.0bn |
| Q4 2020 | 14 holders, $14.0bn | 32 holders, $45.6bn |
| Q1 2021 | 18 holders, $15.7bn | 32 holders, $49.9bn |
| Q2 2021 | 19 holders, $17.8bn | 31 holders, $48.4bn |
| Q3 2021 | 17 holders, $18.9bn | 31 holders, $48.9bn |
| Q4 2021 | 21 holders, $18.7bn | 34 holders, $46.1bn |
| Q1 2022 | 26 holders, $16.0bn | 35 holders, $37.9bn |
| Q2 2022 | 20 holders, $13.4bn | 37 holders, $30.9bn |
| Q3 2022 | 18 holders, $10.3bn | 41 holders, $26.8bn |
| Q4 2022 | 21 holders, $9.5bn | 33 holders, $80.3bn |
| Q1 2023 | 27 holders, $6.9bn | 34 holders, $33.4bn |
| Q2 2023 | 22 holders, $7.5bn | 34 holders, $38.7bn |
| Q3 2023 | 23 holders, $7.4bn | 32 holders, $39.4bn |
| Q4 2023 | 16 holders, $9.3bn | 30 holders, $45.0bn |
| Q1 2024 | 20 holders, $9.1bn | 37 holders, $52.6bn |
| Q2 2024 | 22 holders, $9.0bn | 36 holders, $52.8bn |
| Q3 2024 | 21 holders, $10.7bn | 29 holders, $50.1bn |
| Q4 2024 | 25 holders, $9.5bn | 30 holders, $55.8bn |
| Q1 2025 | 34 holders, $7.7bn | 35 holders, $51.3bn |
| Q2 2025 | 27 holders, $9.3bn | 38 holders, $59.8bn |
| Q3 2025 | 23 holders, $11.4bn | 36 holders, $63.3bn |
| Q4 2025 | 28 holders, $11.9bn | 36 holders, $57.9bn |
| Q1 2026 | 24 holders, $11.1bn | 39 holders, $51.7bn |
| Q2 2026 | 28 holders, $11.4bn | 43 holders, $54.6bn |
PNC Finl SVCS Group Inc
- Holders
- 23
- Reported value
- $11.4bn
- Buyers
- 12
- Sellers
- 11
Breadth +1 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 (20)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Verition Fund Management LLC, Viking Global Investors LP, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only PNC (3)
Bridgewater Associates LP, Marshall Wace LLP, PDT Partners LLC
Only JPM (16)
Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Harris Associates LP, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Millennium Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments 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.