Holders over time
- AMG
- BAC
| Quarter | AMG | BAC |
|---|---|---|
| Q3 2020 | 2 holders, $97m | 33 holders, $48.3bn |
| Q4 2020 | 5 holders, $174m | 36 holders, $60.7bn |
| Q1 2021 | 5 holders, $251m | 33 holders, $77.6bn |
| Q2 2021 | 5 holders, $315m | 30 holders, $83.1bn |
| Q3 2021 | 8 holders, $340m | 28 holders, $81.4bn |
| Q4 2021 | 4 holders, $315m | 30 holders, $82.8bn |
| Q1 2022 | 2 holders, $262m | 39 holders, $74.0bn |
| Q2 2022 | 2 holders, $226m | 40 holders, $54.7bn |
| Q3 2022 | 3 holders, $210m | 36 holders, $53.0bn |
| Q4 2022 | 11 holders, $296m | 33 holders, $59.0bn |
| Q1 2023 | 9 holders, $202m | 32 holders, $50.5bn |
| Q2 2023 | 7 holders, $185m | 37 holders, $49.0bn |
| Q3 2023 | 3 holders, $141m | 36 holders, $46.0bn |
| Q4 2023 | 8 holders, $219m | 34 holders, $56.6bn |
| Q1 2024 | 6 holders, $216m | 35 holders, $64.4bn |
| Q2 2024 | 7 holders, $209m | 35 holders, $68.9bn |
| Q3 2024 | 4 holders, $168m | 43 holders, $60.8bn |
| Q4 2024 | 3 holders, $144m | 43 holders, $63.8bn |
| Q1 2025 | 5 holders, $310m | 40 holders, $59.8bn |
| Q2 2025 | 7 holders, $417m | 44 holders, $67.4bn |
| Q3 2025 | 6 holders, $390m | 44 holders, $72.1bn |
| Q4 2025 | 10 holders, $471m | 41 holders, $68.5bn |
| Q1 2026 | 9 holders, $219m | 39 holders, $59.5bn |
| Q2 2026 | 6 holders, $365m | 37 holders, $64.8bn |
Affiliated Managers Group
- Holders
- 10
- Reported value
- $471m
- Buyers
- 11
- Sellers
- 22
Breadth -11 among 92 comparable managers.
Bank of Amer Corp
- Holders
- 41
- Reported value
- $68.5bn
- Buyers
- 18
- Sellers
- 31
Breadth -13 among 92 comparable managers.
Who holds both, Q4 2025
Both (8)
Artisan Partners LP, Balyasny Asset Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Man Group PLC, Millennium Management LLC, Schonfeld Strategic Advisors LLC
Only BAC (33)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, and 8 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.