Holders over time
- MTB
- JPM
| Quarter | MTB | JPM |
|---|---|---|
| Q3 2020 | 21 holders, $2.1bn | 35 holders, $33.0bn |
| Q4 2020 | 15 holders, $2.8bn | 32 holders, $45.6bn |
| Q1 2021 | 13 holders, $3.4bn | 32 holders, $49.9bn |
| Q2 2021 | 15 holders, $3.2bn | 31 holders, $48.4bn |
| Q3 2021 | 18 holders, $3.6bn | 31 holders, $48.9bn |
| Q4 2021 | 15 holders, $3.6bn | 34 holders, $46.1bn |
| Q1 2022 | 11 holders, $5.1bn | 35 holders, $37.9bn |
| Q2 2022 | 15 holders, $5.3bn | 37 holders, $30.9bn |
| Q3 2022 | 17 holders, $6.1bn | 41 holders, $26.8bn |
| Q4 2022 | 20 holders, $10.8bn | 33 holders, $80.3bn |
| Q1 2023 | 14 holders, $3.7bn | 34 holders, $33.4bn |
| Q2 2023 | 14 holders, $3.8bn | 34 holders, $38.7bn |
| Q3 2023 | 7 holders, $3.8bn | 32 holders, $39.4bn |
| Q4 2023 | 12 holders, $3.9bn | 30 holders, $45.0bn |
| Q1 2024 | 10 holders, $4.2bn | 37 holders, $52.6bn |
| Q2 2024 | 12 holders, $4.5bn | 36 holders, $52.8bn |
| Q3 2024 | 11 holders, $5.3bn | 29 holders, $50.1bn |
| Q4 2024 | 11 holders, $5.2bn | 30 holders, $55.8bn |
| Q1 2025 | 19 holders, $5.4bn | 35 holders, $51.3bn |
| Q2 2025 | 16 holders, $5.5bn | 38 holders, $59.8bn |
| Q3 2025 | 11 holders, $5.6bn | 36 holders, $63.3bn |
| Q4 2025 | 11 holders, $6.1bn | 36 holders, $57.9bn |
| Q1 2026 | 10 holders, $6.1bn | 39 holders, $51.7bn |
| Q2 2026 | 13 holders, $7.0bn | 43 holders, $54.6bn |
M & T BK Corp
- Holders
- 11
- Reported value
- $6.1bn
- Buyers
- 14
- Sellers
- 14
Breadth 0 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 (9)
AllianceBernstein LP, Artisan Partners LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, Verition Fund Management LLC, Wellington Management Group LLP
Only MTB (2)
Only JPM (27)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Millennium Management LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments 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.