Holders over time
- FHN
- BAC
| Quarter | FHN | BAC |
|---|---|---|
| Q3 2020 | 7 holders, $604m | 33 holders, $48.3bn |
| Q4 2020 | 9 holders, $791m | 36 holders, $60.7bn |
| Q1 2021 | 7 holders, $842m | 33 holders, $77.6bn |
| Q2 2021 | 5 holders, $727m | 30 holders, $83.1bn |
| Q3 2021 | 5 holders, $598m | 28 holders, $81.4bn |
| Q4 2021 | 6 holders, $165m | 30 holders, $82.8bn |
| Q1 2022 | 7 holders, $115m | 39 holders, $74.0bn |
| Q2 2022 | 13 holders, $607m | 40 holders, $54.7bn |
| Q3 2022 | 16 holders, $527m | 36 holders, $53.0bn |
| Q4 2022 | 13 holders, $608m | 33 holders, $59.0bn |
| Q1 2023 | 8 holders, $352m | 32 holders, $50.5bn |
| Q2 2023 | 12 holders, $690m | 37 holders, $49.0bn |
| Q3 2023 | 17 holders, $663m | 36 holders, $46.0bn |
| Q4 2023 | 16 holders, $844m | 34 holders, $56.6bn |
| Q1 2024 | 14 holders, $619m | 35 holders, $64.4bn |
| Q2 2024 | 14 holders, $571m | 35 holders, $68.9bn |
| Q3 2024 | 10 holders, $367m | 43 holders, $60.8bn |
| Q4 2024 | 14 holders, $932m | 43 holders, $63.8bn |
| Q1 2025 | 10 holders, $651m | 40 holders, $59.8bn |
| Q2 2025 | 10 holders, $716m | 44 holders, $67.4bn |
| Q3 2025 | 16 holders, $826m | 44 holders, $72.1bn |
| Q4 2025 | 16 holders, $677m | 41 holders, $68.5bn |
| Q1 2026 | 13 holders, $589m | 39 holders, $59.5bn |
| Q2 2026 | 15 holders, $717m | 37 holders, $64.8bn |
First Horizon Corporation
- Holders
- 13
- Reported value
- $589m
- Buyers
- 15
- Sellers
- 22
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 (11)
AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC
Only BAC (28)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Voloridge Investment Management LLC, and 3 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.