Holders over time
- HDB
- JPM
| Quarter | HDB | JPM |
|---|---|---|
| Q3 2020 | 13 holders, $2.6bn | 35 holders, $33.0bn |
| Q4 2020 | 13 holders, $3.7bn | 32 holders, $45.6bn |
| Q1 2021 | 14 holders, $3.7bn | 32 holders, $49.9bn |
| Q2 2021 | 16 holders, $3.7bn | 31 holders, $48.4bn |
| Q3 2021 | 16 holders, $3.6bn | 31 holders, $48.9bn |
| Q4 2021 | 15 holders, $3.2bn | 34 holders, $46.1bn |
| Q1 2022 | 17 holders, $3.2bn | 35 holders, $37.9bn |
| Q2 2022 | 12 holders, $2.4bn | 37 holders, $30.9bn |
| Q3 2022 | 15 holders, $2.7bn | 41 holders, $26.8bn |
| Q4 2022 | 15 holders, $3.3bn | 33 holders, $80.3bn |
| Q1 2023 | 19 holders, $3.4bn | 34 holders, $33.4bn |
| Q2 2023 | 22 holders, $4.0bn | 34 holders, $38.7bn |
| Q3 2023 | 21 holders, $3.6bn | 32 holders, $39.4bn |
| Q4 2023 | 24 holders, $4.3bn | 30 holders, $45.0bn |
| Q1 2024 | 19 holders, $3.0bn | 37 holders, $52.6bn |
| Q2 2024 | 21 holders, $3.9bn | 36 holders, $52.8bn |
| Q3 2024 | 20 holders, $2.8bn | 29 holders, $50.1bn |
| Q4 2024 | 24 holders, $3.2bn | 30 holders, $55.8bn |
| Q1 2025 | 24 holders, $3.3bn | 35 holders, $51.3bn |
| Q2 2025 | 21 holders, $3.7bn | 38 holders, $59.8bn |
| Q3 2025 | 22 holders, $3.1bn | 36 holders, $63.3bn |
| Q4 2025 | 21 holders, $2.5bn | 36 holders, $57.9bn |
| Q1 2026 | 24 holders, $1.8bn | 39 holders, $51.7bn |
| Q2 2026 | 21 holders, $1.9bn | 43 holders, $54.6bn |
HDFC Bank LTD
- Holders
- 21
- Reported value
- $2.5bn
- Buyers
- 15
- Sellers
- 24
Breadth -9 among 92 comparable managers.
JPMorgan Chase & Co
- Holders
- 36
- Reported value
- $57.9bn
- Buyers
- 18
- Sellers
- 25
Breadth -7 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, Discovery Capital Management LLC, Dodge & Cox, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Wellington Management Group LLP
Only HDB (7)
Baillie Gifford & Co, Elliott Investment Management LP, Oaktree Capital Management LP, Polen Capital Management LLC, Southeastern Asset Management Inc, Steadfast Capital Management LP, Winton Group Ltd
Only JPM (22)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Markel Group Inc, Millennium Management LLC, Neuberger Berman Group LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, Woodline Partners LP
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.