L3VLUP
ProSign in

AX · 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.

AXBAC
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.
  • AX
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterAXBAC
Q3 20201 holders, $1.1m33 holders, $48.3bn
Q4 20201 holders, $1.5m36 holders, $60.7bn
Q1 20211 holders, $1.4m33 holders, $77.6bn
Q2 20212 holders, $1.9m30 holders, $83.1bn
Q3 20212 holders, $2.3m28 holders, $81.4bn
Q4 20212 holders, $3.1m30 holders, $82.8bn
Q1 20222 holders, $3.9m39 holders, $74.0bn
Q2 20222 holders, $4.7m40 holders, $54.7bn
Q3 20222 holders, $3.2m36 holders, $53.0bn
Q4 20221 holders, $1.5m33 holders, $59.0bn
Q1 20231 holders, $554k32 holders, $50.5bn
Q2 20232 holders, $3.8m37 holders, $49.0bn
Q3 20232 holders, $6.2m36 holders, $46.0bn
Q4 20235 holders, $41m34 holders, $56.6bn
Q1 20247 holders, $39m35 holders, $64.4bn
Q2 20248 holders, $90m35 holders, $68.9bn
Q3 20244 holders, $74m43 holders, $60.8bn
Q4 20243 holders, $43m43 holders, $63.8bn
Q1 20252 holders, $28m40 holders, $59.8bn
Q2 20253 holders, $27m44 holders, $67.4bn
Q3 20252 holders, $13m44 holders, $72.1bn
Q4 20253 holders, $15m41 holders, $68.5bn
Q1 20263 holders, $27m39 holders, $59.5bn
Q2 20263 holders, $36m37 holders, $64.8bn
AX

Axos Finl Inc

Holders
3
Reported value
$27m
Buyers
17
Sellers
7

Breadth +10 among 91 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
BAC

Bank of Amer Corp

Holders
39
Reported value
$59.5bn
Buyers
18
Sellers
30

Breadth -12 among 91 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q1 2026

Among the 41 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AX (2)

First Eagle Investment Management LLC, Polen Capital Management LLC

Only BAC (38)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, and 13 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.

Back to the 13F Explorer →