Holders over time
- WTW
- BAC
| Quarter | WTW | BAC |
|---|---|---|
| Q3 2020 | 26 holders, $5.6bn | 33 holders, $48.3bn |
| Q4 2020 | 28 holders, $4.7bn | 36 holders, $60.7bn |
| Q1 2021 | 26 holders, $5.6bn | 33 holders, $77.6bn |
| Q2 2021 | 24 holders, $5.1bn | 30 holders, $83.1bn |
| Q3 2021 | 24 holders, $4.8bn | 28 holders, $81.4bn |
| Q4 2021 | 25 holders, $5.5bn | 30 holders, $82.8bn |
| Q1 2022 | 22 holders, $6.5bn | 39 holders, $74.0bn |
| Q2 2022 | 21 holders, $6.0bn | 40 holders, $54.7bn |
| Q3 2022 | 19 holders, $6.3bn | 36 holders, $53.0bn |
| Q4 2022 | 18 holders, $7.6bn | 33 holders, $59.0bn |
| Q1 2023 | 22 holders, $7.4bn | 32 holders, $50.5bn |
| Q2 2023 | 15 holders, $7.4bn | 37 holders, $49.0bn |
| Q3 2023 | 18 holders, $6.8bn | 36 holders, $46.0bn |
| Q4 2023 | 22 holders, $7.8bn | 34 holders, $56.6bn |
| Q1 2024 | 22 holders, $8.6bn | 35 holders, $64.4bn |
| Q2 2024 | 22 holders, $8.1bn | 35 holders, $68.9bn |
| Q3 2024 | 24 holders, $8.7bn | 43 holders, $60.8bn |
| Q4 2024 | 20 holders, $9.2bn | 43 holders, $63.8bn |
| Q1 2025 | 20 holders, $10.0bn | 40 holders, $59.8bn |
| Q2 2025 | 22 holders, $9.6bn | 44 holders, $67.4bn |
| Q3 2025 | 16 holders, $11.4bn | 44 holders, $72.1bn |
| Q4 2025 | 15 holders, $11.5bn | 41 holders, $68.5bn |
| Q1 2026 | 21 holders, $11.7bn | 39 holders, $59.5bn |
| Q2 2026 | 13 holders, $10.3bn | 37 holders, $64.8bn |
Willis Towers Watson Pub LTD
- Holders
- 16
- Reported value
- $11.4bn
- Buyers
- 6
- Sellers
- 11
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 (13)
AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Dodge & Cox, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only BAC (31)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops 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.