Holders over time
- AIG
- BAC
| Quarter | AIG | BAC |
|---|---|---|
| Q3 2020 | 12 holders, $4.9bn | 33 holders, $48.3bn |
| Q4 2020 | 13 holders, $6.9bn | 36 holders, $60.7bn |
| Q1 2021 | 11 holders, $8.9bn | 33 holders, $77.6bn |
| Q2 2021 | 12 holders, $9.1bn | 30 holders, $83.1bn |
| Q3 2021 | 13 holders, $10.8bn | 28 holders, $81.4bn |
| Q4 2021 | 12 holders, $10.9bn | 30 holders, $82.8bn |
| Q1 2022 | 15 holders, $11.4bn | 39 holders, $74.0bn |
| Q2 2022 | 22 holders, $8.7bn | 40 holders, $54.7bn |
| Q3 2022 | 25 holders, $7.8bn | 36 holders, $53.0bn |
| Q4 2022 | 24 holders, $11.3bn | 33 holders, $59.0bn |
| Q1 2023 | 24 holders, $8.5bn | 32 holders, $50.5bn |
| Q2 2023 | 20 holders, $9.5bn | 37 holders, $49.0bn |
| Q3 2023 | 21 holders, $9.9bn | 36 holders, $46.0bn |
| Q4 2023 | 24 holders, $11.6bn | 34 holders, $56.6bn |
| Q1 2024 | 26 holders, $13.3bn | 35 holders, $64.4bn |
| Q2 2024 | 29 holders, $12.2bn | 35 holders, $68.9bn |
| Q3 2024 | 24 holders, $11.2bn | 43 holders, $60.8bn |
| Q4 2024 | 17 holders, $10.4bn | 43 holders, $63.8bn |
| Q1 2025 | 19 holders, $10.8bn | 40 holders, $59.8bn |
| Q2 2025 | 18 holders, $9.1bn | 44 holders, $67.4bn |
| Q3 2025 | 17 holders, $8.9bn | 44 holders, $72.1bn |
| Q4 2025 | 18 holders, $10.1bn | 41 holders, $68.5bn |
| Q1 2026 | 29 holders, $8.8bn | 39 holders, $59.5bn |
| Q2 2026 | 29 holders, $8.6bn | 37 holders, $64.8bn |
American Intl Group Inc
- Holders
- 29
- Reported value
- $8.8bn
- Buyers
- 26
- Sellers
- 16
Breadth +10 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 (24)
AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Wellington Management Group LLP, Woodline Partners LP
Only AIG (5)
Hudson Bay Capital Management LP, Jane Street Group LLC, Soros Fund Management LLC, Steadfast Capital Management LP, Viking Global Investors LP
Only BAC (15)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Janus Henderson Group Ltd, Moore Capital Management LP, Renaissance Technologies LLC, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC
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.