Holders over time
- AMP
- BAC
| Quarter | AMP | BAC |
|---|---|---|
| Q3 2020 | 6 holders, $235m | 33 holders, $48.3bn |
| Q4 2020 | 13 holders, $211m | 36 holders, $60.7bn |
| Q1 2021 | 13 holders, $667m | 33 holders, $77.6bn |
| Q2 2021 | 13 holders, $872m | 30 holders, $83.1bn |
| Q3 2021 | 17 holders, $1.0bn | 28 holders, $81.4bn |
| Q4 2021 | 18 holders, $1.5bn | 30 holders, $82.8bn |
| Q1 2022 | 16 holders, $1.5bn | 39 holders, $74.0bn |
| Q2 2022 | 11 holders, $635m | 40 holders, $54.7bn |
| Q3 2022 | 13 holders, $764m | 36 holders, $53.0bn |
| Q4 2022 | 18 holders, $1.7bn | 33 holders, $59.0bn |
| Q1 2023 | 16 holders, $1.4bn | 32 holders, $50.5bn |
| Q2 2023 | 18 holders, $1.5bn | 37 holders, $49.0bn |
| Q3 2023 | 17 holders, $1.7bn | 36 holders, $46.0bn |
| Q4 2023 | 13 holders, $1.8bn | 34 holders, $56.6bn |
| Q1 2024 | 19 holders, $2.0bn | 35 holders, $64.4bn |
| Q2 2024 | 13 holders, $1.8bn | 35 holders, $68.9bn |
| Q3 2024 | 12 holders, $1.5bn | 43 holders, $60.8bn |
| Q4 2024 | 12 holders, $1.6bn | 43 holders, $63.8bn |
| Q1 2025 | 13 holders, $1.1bn | 40 holders, $59.8bn |
| Q2 2025 | 13 holders, $1.3bn | 44 holders, $67.4bn |
| Q3 2025 | 20 holders, $2.0bn | 44 holders, $72.1bn |
| Q4 2025 | 20 holders, $2.9bn | 41 holders, $68.5bn |
| Q1 2026 | 22 holders, $2.8bn | 39 holders, $59.5bn |
| Q2 2026 | 18 holders, $2.0bn | 37 holders, $64.8bn |
Ameriprise Finl Inc
- Holders
- 20
- Reported value
- $2.9bn
- Buyers
- 15
- Sellers
- 20
Breadth -5 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 (17)
Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Woodline Partners LP
Only AMP (3)
Quantbot Technologies LP, Renaissance Technologies LLC, Voloridge Investment Management LLC
Only BAC (24)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, D1 Capital Partners LP, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Squarepoint Ops LLC, Two Sigma Advisers LP, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd
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.