Holders over time
- HDB
- BAC
| Quarter | HDB | BAC |
|---|---|---|
| Q3 2020 | 13 holders, $2.6bn | 33 holders, $48.3bn |
| Q4 2020 | 13 holders, $3.7bn | 36 holders, $60.7bn |
| Q1 2021 | 14 holders, $3.7bn | 33 holders, $77.6bn |
| Q2 2021 | 16 holders, $3.7bn | 30 holders, $83.1bn |
| Q3 2021 | 16 holders, $3.6bn | 28 holders, $81.4bn |
| Q4 2021 | 15 holders, $3.2bn | 30 holders, $82.8bn |
| Q1 2022 | 17 holders, $3.2bn | 39 holders, $74.0bn |
| Q2 2022 | 12 holders, $2.4bn | 40 holders, $54.7bn |
| Q3 2022 | 15 holders, $2.7bn | 36 holders, $53.0bn |
| Q4 2022 | 15 holders, $3.3bn | 33 holders, $59.0bn |
| Q1 2023 | 19 holders, $3.4bn | 32 holders, $50.5bn |
| Q2 2023 | 22 holders, $4.0bn | 37 holders, $49.0bn |
| Q3 2023 | 21 holders, $3.6bn | 36 holders, $46.0bn |
| Q4 2023 | 24 holders, $4.3bn | 34 holders, $56.6bn |
| Q1 2024 | 19 holders, $3.0bn | 35 holders, $64.4bn |
| Q2 2024 | 21 holders, $3.9bn | 35 holders, $68.9bn |
| Q3 2024 | 20 holders, $2.8bn | 43 holders, $60.8bn |
| Q4 2024 | 24 holders, $3.2bn | 43 holders, $63.8bn |
| Q1 2025 | 24 holders, $3.3bn | 40 holders, $59.8bn |
| Q2 2025 | 21 holders, $3.7bn | 44 holders, $67.4bn |
| Q3 2025 | 22 holders, $3.1bn | 44 holders, $72.1bn |
| Q4 2025 | 21 holders, $2.5bn | 41 holders, $68.5bn |
| Q1 2026 | 24 holders, $1.8bn | 39 holders, $59.5bn |
| Q2 2026 | 21 holders, $1.9bn | 37 holders, $64.8bn |
HDFC Bank LTD
- Holders
- 21
- Reported value
- $2.5bn
- 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 (14)
Acadian Asset Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Wellington Management Group LLP, Winton Group Ltd
Only HDB (7)
Baillie Gifford & Co, Discovery Capital Management LLC, Elliott Investment Management LP, Oaktree Capital Management LP, Polen Capital Management LLC, Southeastern Asset Management Inc, Steadfast Capital Management LP
Only BAC (27)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, D. E. Shaw & Co., D1 Capital Partners LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Marshall Wace LLP, 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, Verition Fund Management LLC, Viking Global Investors LP, and 2 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.