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MS · 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.

MSBAC
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.
  • MS
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterMSBAC
Q3 202034 holders, $8.9bn33 holders, $48.3bn
Q4 202028 holders, $15.5bn36 holders, $60.7bn
Q1 202133 holders, $16.4bn33 holders, $77.6bn
Q2 202127 holders, $18.8bn30 holders, $83.1bn
Q3 202128 holders, $20.9bn28 holders, $81.4bn
Q4 202127 holders, $18.2bn30 holders, $82.8bn
Q1 202225 holders, $15.5bn39 holders, $74.0bn
Q2 202227 holders, $13.1bn40 holders, $54.7bn
Q3 202221 holders, $14.4bn36 holders, $53.0bn
Q4 202222 holders, $15.1bn33 holders, $59.0bn
Q1 202317 holders, $16.7bn32 holders, $50.5bn
Q2 202323 holders, $15.1bn37 holders, $49.0bn
Q3 202320 holders, $12.7bn36 holders, $46.0bn
Q4 202321 holders, $13.1bn34 holders, $56.6bn
Q1 202424 holders, $13.1bn35 holders, $64.4bn
Q2 202424 holders, $13.6bn35 holders, $68.9bn
Q3 202425 holders, $14.4bn43 holders, $60.8bn
Q4 202425 holders, $17.7bn43 holders, $63.8bn
Q1 202527 holders, $14.6bn40 holders, $59.8bn
Q2 202526 holders, $17.4bn44 holders, $67.4bn
Q3 202533 holders, $20.8bn44 holders, $72.1bn
Q4 202533 holders, $22.3bn41 holders, $68.5bn
Q1 202634 holders, $19.8bn39 holders, $59.5bn
Q2 202632 holders, $25.5bn37 holders, $64.8bn
MS

Morgan Stanley

Holders
33
Reported value
$22.3bn
Buyers
20
Sellers
19

Breadth +1 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 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MS (4)

Citadel Advisors LLC, Jane Street Group LLC, Rokos Capital Management LLP, Two Sigma Investments LP

Only BAC (12)

AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, D1 Capital Partners LP, Dodge & Cox, Harris Associates LP, Moore Capital Management LP, Schonfeld Strategic Advisors LLC, Viking Global Investors LP, Winton Group Ltd

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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