Holders over time
- EVR
- BAC
| Quarter | EVR | BAC |
|---|---|---|
| Q3 2020 | 5 holders, $53m | 33 holders, $48.3bn |
| Q4 2020 | 5 holders, $54m | 36 holders, $60.7bn |
| Q1 2021 | 8 holders, $196m | 33 holders, $77.6bn |
| Q2 2021 | 6 holders, $48m | 30 holders, $83.1bn |
| Q3 2021 | 9 holders, $227m | 28 holders, $81.4bn |
| Q4 2021 | 7 holders, $211m | 30 holders, $82.8bn |
| Q1 2022 | 9 holders, $134m | 39 holders, $74.0bn |
| Q2 2022 | 10 holders, $125m | 40 holders, $54.7bn |
| Q3 2022 | 7 holders, $77m | 36 holders, $53.0bn |
| Q4 2022 | 6 holders, $264m | 33 holders, $59.0bn |
| Q1 2023 | 7 holders, $231m | 32 holders, $50.5bn |
| Q2 2023 | 6 holders, $160m | 37 holders, $49.0bn |
| Q3 2023 | 7 holders, $324m | 36 holders, $46.0bn |
| Q4 2023 | 10 holders, $550m | 34 holders, $56.6bn |
| Q1 2024 | 7 holders, $390m | 35 holders, $64.4bn |
| Q2 2024 | 8 holders, $606m | 35 holders, $68.9bn |
| Q3 2024 | 14 holders, $1.2bn | 43 holders, $60.8bn |
| Q4 2024 | 12 holders, $1.1bn | 43 holders, $63.8bn |
| Q1 2025 | 18 holders, $690m | 40 holders, $59.8bn |
| Q2 2025 | 12 holders, $1.5bn | 44 holders, $67.4bn |
| Q3 2025 | 15 holders, $1.9bn | 44 holders, $72.1bn |
| Q4 2025 | 13 holders, $2.0bn | 41 holders, $68.5bn |
| Q1 2026 | 15 holders, $1.5bn | 39 holders, $59.5bn |
| Q2 2026 | 16 holders, $2.1bn | 37 holders, $64.8bn |
Evercore Inc
- Holders
- 13
- Reported value
- $2.0bn
- Buyers
- 16
- Sellers
- 16
Breadth 0 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 (11)
AQR Capital Management LLC, Bridgewater Associates LP, Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP
Only EVR (2)
Only BAC (30)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Point72 Asset Management LP, Squarepoint Ops LLC, Tudor Investment Corp, and 5 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.