Holders over time
- BBT
- JPM
| Quarter | BBT | JPM |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 35 holders, $33.0bn |
| Q4 2020 | none listed holders, n.a. | 32 holders, $45.6bn |
| Q1 2021 | none listed holders, n.a. | 32 holders, $49.9bn |
| Q2 2021 | none listed holders, n.a. | 31 holders, $48.4bn |
| Q3 2021 | none listed holders, n.a. | 31 holders, $48.9bn |
| Q4 2021 | none listed holders, n.a. | 34 holders, $46.1bn |
| Q1 2022 | none listed holders, n.a. | 35 holders, $37.9bn |
| Q2 2022 | 1 holders, $5.6m | 37 holders, $30.9bn |
| Q3 2022 | none listed holders, n.a. | 41 holders, $26.8bn |
| Q4 2022 | none listed holders, n.a. | 33 holders, $80.3bn |
| Q1 2023 | none listed holders, n.a. | 34 holders, $33.4bn |
| Q2 2023 | 1 holders, $246k | 34 holders, $38.7bn |
| Q3 2023 | 2 holders, $759k | 32 holders, $39.4bn |
| Q4 2023 | 2 holders, $750k | 30 holders, $45.0bn |
| Q1 2024 | none listed holders, n.a. | 37 holders, $52.6bn |
| Q2 2024 | 1 holders, $412k | 36 holders, $52.8bn |
| Q3 2024 | 2 holders, $1.1m | 29 holders, $50.1bn |
| Q4 2024 | 3 holders, $16m | 30 holders, $55.8bn |
| Q1 2025 | 1 holders, $15m | 35 holders, $51.3bn |
| Q2 2025 | 1 holders, $10m | 38 holders, $59.8bn |
| Q3 2025 | 4 holders, $28m | 36 holders, $63.3bn |
| Q4 2025 | 2 holders, $61m | 36 holders, $57.9bn |
| Q1 2026 | 5 holders, $226m | 39 holders, $51.7bn |
| Q2 2026 | 5 holders, $266m | 43 holders, $54.6bn |
Berkshire Hills Bancorp Inc
- Holders
- 5
- Reported value
- $226m
- Buyers
- 12
- Sellers
- 14
Breadth -2 among 91 comparable managers.
JPMorgan Chase & Co
- Holders
- 39
- Reported value
- $51.7bn
- Buyers
- 24
- Sellers
- 20
Breadth +4 among 91 comparable managers.
Who holds both, Q1 2026
Both (4)
Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Millennium Management LLC, Verition Fund Management LLC
Only BBT (1)
Only JPM (35)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, and 10 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.