Holders over time
- BX
- BAC
| Quarter | BX | BAC |
|---|---|---|
| Q3 2020 | 17 holders, $5.5bn | 33 holders, $48.3bn |
| Q4 2020 | 18 holders, $7.0bn | 36 holders, $60.7bn |
| Q1 2021 | 22 holders, $7.1bn | 33 holders, $77.6bn |
| Q2 2021 | 19 holders, $7.2bn | 30 holders, $83.1bn |
| Q3 2021 | 18 holders, $7.6bn | 28 holders, $81.4bn |
| Q4 2021 | 24 holders, $8.6bn | 30 holders, $82.8bn |
| Q1 2022 | 21 holders, $7.2bn | 39 holders, $74.0bn |
| Q2 2022 | 17 holders, $4.9bn | 40 holders, $54.7bn |
| Q3 2022 | 21 holders, $4.6bn | 36 holders, $53.0bn |
| Q4 2022 | 16 holders, $5.0bn | 33 holders, $59.0bn |
| Q1 2023 | 12 holders, $5.4bn | 32 holders, $50.5bn |
| Q2 2023 | 18 holders, $6.3bn | 37 holders, $49.0bn |
| Q3 2023 | 13 holders, $5.6bn | 36 holders, $46.0bn |
| Q4 2023 | 11 holders, $6.9bn | 34 holders, $56.6bn |
| Q1 2024 | 13 holders, $7.3bn | 35 holders, $64.4bn |
| Q2 2024 | 13 holders, $6.8bn | 35 holders, $68.9bn |
| Q3 2024 | 14 holders, $8.6bn | 43 holders, $60.8bn |
| Q4 2024 | 16 holders, $9.7bn | 43 holders, $63.8bn |
| Q1 2025 | 20 holders, $6.7bn | 40 holders, $59.8bn |
| Q2 2025 | 21 holders, $6.8bn | 44 holders, $67.4bn |
| Q3 2025 | 19 holders, $7.7bn | 44 holders, $72.1bn |
| Q4 2025 | 22 holders, $7.4bn | 41 holders, $68.5bn |
| Q1 2026 | 19 holders, $5.3bn | 39 holders, $59.5bn |
| Q2 2026 | 14 holders, $4.1bn | 37 holders, $64.8bn |
Blackstone Group Inc
- Holders
- 22
- Reported value
- $7.4bn
- Buyers
- 25
- Sellers
- 10
Breadth +15 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 (18)
AllianceBernstein LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only BX (4)
Citadel Advisors LLC, Jane Street Group LLC, Markel Group Inc, Voloridge Investment Management LLC
Only BAC (23)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Holocene Advisors LP, Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Squarepoint Ops LLC, Tudor Investment Corp, 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.