Holders over time
- AON
- BAC
| Quarter | AON | BAC |
|---|---|---|
| Q3 2020 | 26 holders, $10.9bn | 33 holders, $48.3bn |
| Q4 2020 | 30 holders, $10.7bn | 36 holders, $60.7bn |
| Q1 2021 | 32 holders, $12.0bn | 33 holders, $77.6bn |
| Q2 2021 | 34 holders, $13.2bn | 30 holders, $83.1bn |
| Q3 2021 | 27 holders, $13.3bn | 28 holders, $81.4bn |
| Q4 2021 | 31 holders, $14.0bn | 30 holders, $82.8bn |
| Q1 2022 | 23 holders, $15.7bn | 39 holders, $74.0bn |
| Q2 2022 | 32 holders, $12.5bn | 40 holders, $54.7bn |
| Q3 2022 | 24 holders, $11.7bn | 36 holders, $53.0bn |
| Q4 2022 | 27 holders, $12.4bn | 33 holders, $59.0bn |
| Q1 2023 | 23 holders, $12.4bn | 32 holders, $50.5bn |
| Q2 2023 | 17 holders, $13.8bn | 37 holders, $49.0bn |
| Q3 2023 | 21 holders, $12.3bn | 36 holders, $46.0bn |
| Q4 2023 | 24 holders, $10.0bn | 34 holders, $56.6bn |
| Q1 2024 | 23 holders, $11.2bn | 35 holders, $64.4bn |
| Q2 2024 | 21 holders, $11.0bn | 35 holders, $68.9bn |
| Q3 2024 | 25 holders, $13.5bn | 43 holders, $60.8bn |
| Q4 2024 | 24 holders, $14.1bn | 43 holders, $63.8bn |
| Q1 2025 | 24 holders, $15.9bn | 40 holders, $59.8bn |
| Q2 2025 | 24 holders, $15.0bn | 44 holders, $67.4bn |
| Q3 2025 | 30 holders, $16.0bn | 44 holders, $72.1bn |
| Q4 2025 | 25 holders, $16.1bn | 41 holders, $68.5bn |
| Q1 2026 | 23 holders, $14.0bn | 39 holders, $59.5bn |
| Q2 2026 | 24 holders, $15.0bn | 37 holders, $64.8bn |
Aon PLC
- Holders
- 23
- Reported value
- $14.0bn
- Buyers
- 26
- Sellers
- 19
Breadth +7 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 (17)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Dodge & Cox, Invesco Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Voloridge Investment Management LLC, Woodline Partners LP
Only AON (6)
Baupost Group LLC, Farallon Capital Management LLC, Markel Group Inc, Polen Capital Management LLC, Verition Fund Management LLC, Viking Global Investors LP
Only BAC (22)
Acadian Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Two Sigma Investments LP, Walleye Capital LLC, 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.