Holders over time
- FCNCA
- BAC
| Quarter | FCNCA | BAC |
|---|---|---|
| Q3 2020 | 4 holders, $140m | 33 holders, $48.3bn |
| Q4 2020 | 4 holders, $410m | 36 holders, $60.7bn |
| Q1 2021 | 7 holders, $668m | 33 holders, $77.6bn |
| Q2 2021 | 6 holders, $735m | 30 holders, $83.1bn |
| Q3 2021 | 6 holders, $836m | 28 holders, $81.4bn |
| Q4 2021 | 7 holders, $931m | 30 holders, $82.8bn |
| Q1 2022 | 9 holders, $1.7bn | 39 holders, $74.0bn |
| Q2 2022 | 7 holders, $1.6bn | 40 holders, $54.7bn |
| Q3 2022 | 7 holders, $1.6bn | 36 holders, $53.0bn |
| Q4 2022 | 9 holders, $1.3bn | 33 holders, $59.0bn |
| Q1 2023 | 10 holders, $1.9bn | 32 holders, $50.5bn |
| Q2 2023 | 17 holders, $2.7bn | 37 holders, $49.0bn |
| Q3 2023 | 17 holders, $2.8bn | 36 holders, $46.0bn |
| Q4 2023 | 14 holders, $2.7bn | 34 holders, $56.6bn |
| Q1 2024 | 18 holders, $3.9bn | 35 holders, $64.4bn |
| Q2 2024 | 20 holders, $4.2bn | 35 holders, $68.9bn |
| Q3 2024 | 13 holders, $4.7bn | 43 holders, $60.8bn |
| Q4 2024 | 13 holders, $4.7bn | 43 holders, $63.8bn |
| Q1 2025 | 12 holders, $4.0bn | 40 holders, $59.8bn |
| Q2 2025 | 11 holders, $3.7bn | 44 holders, $67.4bn |
| Q3 2025 | 14 holders, $2.6bn | 44 holders, $72.1bn |
| Q4 2025 | 13 holders, $3.2bn | 41 holders, $68.5bn |
| Q1 2026 | 8 holders, $3.2bn | 39 holders, $59.5bn |
| Q2 2026 | 10 holders, $3.5bn | 37 holders, $64.8bn |
First CTZNS Bancshares Inc D
- Holders
- 13
- Reported value
- $3.2bn
- Buyers
- 15
- Sellers
- 24
Breadth -9 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)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, Harris Associates LP, Holocene Advisors LP, Wellington Management Group LLP
Only FCNCA (2)
Only BAC (30)
Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital World Investors, D1 Capital Partners LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, 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.