Holders over time
- AFRM
- BAC
| Quarter | AFRM | BAC |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 33 holders, $48.3bn |
| Q4 2020 | none listed holders, n.a. | 36 holders, $60.7bn |
| Q1 2021 | 14 holders, $1.9bn | 33 holders, $77.6bn |
| Q2 2021 | 11 holders, $2.5bn | 30 holders, $83.1bn |
| Q3 2021 | 14 holders, $6.1bn | 28 holders, $81.4bn |
| Q4 2021 | 13 holders, $5.4bn | 30 holders, $82.8bn |
| Q1 2022 | 5 holders, $2.9bn | 39 holders, $74.0bn |
| Q2 2022 | 7 holders, $1.0bn | 40 holders, $54.7bn |
| Q3 2022 | 5 holders, $1.1bn | 36 holders, $53.0bn |
| Q4 2022 | 3 holders, $545m | 33 holders, $59.0bn |
| Q1 2023 | 4 holders, $747m | 32 holders, $50.5bn |
| Q2 2023 | 5 holders, $1.0bn | 37 holders, $49.0bn |
| Q3 2023 | 9 holders, $1.7bn | 36 holders, $46.0bn |
| Q4 2023 | 16 holders, $4.4bn | 34 holders, $56.6bn |
| Q1 2024 | 12 holders, $2.8bn | 35 holders, $64.4bn |
| Q2 2024 | 13 holders, $2.2bn | 35 holders, $68.9bn |
| Q3 2024 | 15 holders, $2.8bn | 43 holders, $60.8bn |
| Q4 2024 | 21 holders, $4.9bn | 43 holders, $63.8bn |
| Q1 2025 | 18 holders, $3.3bn | 40 holders, $59.8bn |
| Q2 2025 | 23 holders, $5.8bn | 44 holders, $67.4bn |
| Q3 2025 | 20 holders, $6.0bn | 44 holders, $72.1bn |
| Q4 2025 | 18 holders, $6.3bn | 41 holders, $68.5bn |
| Q1 2026 | 17 holders, $4.1bn | 39 holders, $59.5bn |
| Q2 2026 | 14 holders, $6.8bn | 37 holders, $64.8bn |
Affirm HLDGS Inc
- Holders
- 17
- Reported value
- $4.1bn
- Buyers
- 23
- Sellers
- 18
Breadth +5 among 91 comparable managers.
Bank of Amer Corp
- Holders
- 39
- Reported value
- $59.5bn
- Buyers
- 18
- Sellers
- 30
Breadth -12 among 91 comparable managers.
Who holds both, Q1 2026
Both (10)
Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Marshall Wace LLP, Schonfeld Strategic Advisors LLC, Wellington Management Group LLP
Only AFRM (7)
Baillie Gifford & Co, Citadel Advisors LLC, D1 Capital Partners LP, Durable Capital Partners LP, Farallon Capital Management LLC, Polen Capital Management LLC, Winton Group Ltd
Only BAC (29)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, and 4 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.