L3VLUP
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LU · BAC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

LUBAC
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • LU
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterLUBAC
Q3 2020none listed holders, n.a.33 holders, $48.3bn
Q4 2020none listed holders, n.a.36 holders, $60.7bn
Q1 2021none listed holders, n.a.33 holders, $77.6bn
Q2 2021none listed holders, n.a.30 holders, $83.1bn
Q3 2021none listed holders, n.a.28 holders, $81.4bn
Q4 2021none listed holders, n.a.30 holders, $82.8bn
Q1 2022none listed holders, n.a.39 holders, $74.0bn
Q2 2022none listed holders, n.a.40 holders, $54.7bn
Q3 2022none listed holders, n.a.36 holders, $53.0bn
Q4 2022none listed holders, n.a.33 holders, $59.0bn
Q1 2023none listed holders, n.a.32 holders, $50.5bn
Q2 2023none listed holders, n.a.37 holders, $49.0bn
Q3 2023none listed holders, n.a.36 holders, $46.0bn
Q4 20233 holders, $20m34 holders, $56.6bn
Q1 20244 holders, $78m35 holders, $64.4bn
Q2 20243 holders, $35m35 holders, $68.9bn
Q3 20244 holders, $63m43 holders, $60.8bn
Q4 20242 holders, $37m43 holders, $63.8bn
Q1 20253 holders, $49m40 holders, $59.8bn
Q2 20252 holders, $39m44 holders, $67.4bn
Q3 20252 holders, $64m44 holders, $72.1bn
Q4 20252 holders, $38m41 holders, $68.5bn
Q1 20261 holders, $15m39 holders, $59.5bn
Q2 2026none listed holders, n.a.37 holders, $64.8bn
LU

Lufax Holding LTD

Holders
2
Reported value
$38m
Buyers
4
Sellers
12

Breadth -8 among 92 comparable managers.

Other financial servicesFinancial services · L3VLUP
BAC

Bank of Amer Corp

Holders
41
Reported value
$68.5bn
Buyers
18
Sellers
31

Breadth -13 among 92 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q4 2025

Among the 42 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only LU (1)

Baillie Gifford & Co

Only BAC (40)

AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates 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), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, and 15 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.

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