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BAM · V 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.

BAMV
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.
  • BAM
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterBAMV
Q3 2020none listed holders, n.a.55 holders, $62.2bn
Q4 2020none listed holders, n.a.52 holders, $67.1bn
Q1 2021none listed holders, n.a.58 holders, $64.5bn
Q2 2021none listed holders, n.a.52 holders, $69.3bn
Q3 2021none listed holders, n.a.56 holders, $63.6bn
Q4 2021none listed holders, n.a.47 holders, $58.0bn
Q1 2022none listed holders, n.a.59 holders, $61.8bn
Q2 2022none listed holders, n.a.57 holders, $55.2bn
Q3 2022none listed holders, n.a.57 holders, $50.7bn
Q4 20225 holders, $373m54 holders, $59.4bn
Q1 20235 holders, $784m55 holders, $64.0bn
Q2 20236 holders, $1.4bn54 holders, $65.2bn
Q3 20235 holders, $1.6bn55 holders, $61.5bn
Q4 20238 holders, $2.1bn48 holders, $68.6bn
Q1 20246 holders, $2.3bn50 holders, $73.1bn
Q2 20246 holders, $2.1bn45 holders, $69.5bn
Q3 20245 holders, $2.6bn47 holders, $70.5bn
Q4 20246 holders, $2.9bn48 holders, $77.6bn
Q1 202512 holders, $2.7bn43 holders, $83.5bn
Q2 20258 holders, $2.4bn45 holders, $83.4bn
Q3 20255 holders, $2.4bn48 holders, $82.8bn
Q4 20255 holders, $1.6bn49 holders, $86.0bn
Q1 20267 holders, $1.1bn49 holders, $73.3bn
Q2 20265 holders, $1.1bn52 holders, $81.9bn
BAM

Brookfield Asset Managmt LTD

Holders
7
Reported value
$1.1bn
Buyers
13
Sellers
12

Breadth +1 among 91 comparable managers.

Other financial servicesFinancial services · L3VLUP
V

Visa Inc

Holders
49
Reported value
$73.3bn
Buyers
31
Sellers
27

Breadth +4 among 91 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q1 2026

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

Only BAM (1)

PDT Partners LLC

Only V (43)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Baupost Group LLC, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, and 18 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.

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