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SCHW · 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.

SCHWBAC
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.
  • SCHW
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterSCHWBAC
Q3 202024 holders, $10.4bn33 holders, $48.3bn
Q4 202020 holders, $18.5bn36 holders, $60.7bn
Q1 202133 holders, $23.9bn33 holders, $77.6bn
Q2 202128 holders, $26.6bn30 holders, $83.1bn
Q3 202124 holders, $27.1bn28 holders, $81.4bn
Q4 202125 holders, $32.6bn30 holders, $82.8bn
Q1 202230 holders, $33.6bn39 holders, $74.0bn
Q2 202234 holders, $24.5bn40 holders, $54.7bn
Q3 202230 holders, $26.7bn36 holders, $53.0bn
Q4 202227 holders, $28.6bn33 holders, $59.0bn
Q1 202336 holders, $15.8bn32 holders, $50.5bn
Q2 202334 holders, $16.1bn37 holders, $49.0bn
Q3 202329 holders, $15.4bn36 holders, $46.0bn
Q4 202324 holders, $20.3bn34 holders, $56.6bn
Q1 202424 holders, $21.8bn35 holders, $64.4bn
Q2 202419 holders, $22.7bn35 holders, $68.9bn
Q3 202430 holders, $20.8bn43 holders, $60.8bn
Q4 202439 holders, $25.4bn43 holders, $63.8bn
Q1 202545 holders, $33.5bn40 holders, $59.8bn
Q2 202544 holders, $33.6bn44 holders, $67.4bn
Q3 202543 holders, $34.0bn44 holders, $72.1bn
Q4 202544 holders, $33.0bn41 holders, $68.5bn
Q1 202636 holders, $28.8bn39 holders, $59.5bn
Q2 202634 holders, $29.9bn37 holders, $64.8bn
SCHW

Charles Schwab Corp (the)

Holders
44
Reported value
$33.0bn
Buyers
27
Sellers
23

Breadth +4 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 50 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (35)

AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global 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, 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, Two Sigma Advisers LP, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC, Winton Group Ltd, Woodline Partners LP

Only SCHW (9)

Caxton Associates LLP, Citadel Advisors LLC, Farallon Capital Management LLC, Markel Group Inc, Maverick Capital Ltd, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Two Sigma Investments LP, Voloridge Investment Management LLC

Only BAC (6)

Acadian Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital World Investors, Tudor Investment Corp, Wellington Management Group LLP

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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