Holders over time
- FITB
- JPM
| Quarter | FITB | JPM |
|---|---|---|
| Q3 2020 | 9 holders, $2.1bn | 35 holders, $33.0bn |
| Q4 2020 | 16 holders, $2.6bn | 32 holders, $45.6bn |
| Q1 2021 | 12 holders, $3.9bn | 32 holders, $49.9bn |
| Q2 2021 | 15 holders, $4.4bn | 31 holders, $48.4bn |
| Q3 2021 | 13 holders, $4.5bn | 31 holders, $48.9bn |
| Q4 2021 | 12 holders, $4.5bn | 34 holders, $46.1bn |
| Q1 2022 | 15 holders, $4.8bn | 35 holders, $37.9bn |
| Q2 2022 | 13 holders, $3.8bn | 37 holders, $30.9bn |
| Q3 2022 | 12 holders, $3.4bn | 41 holders, $26.8bn |
| Q4 2022 | 14 holders, $3.3bn | 33 holders, $80.3bn |
| Q1 2023 | 15 holders, $2.2bn | 34 holders, $33.4bn |
| Q2 2023 | 17 holders, $2.3bn | 34 holders, $38.7bn |
| Q3 2023 | 11 holders, $2.6bn | 32 holders, $39.4bn |
| Q4 2023 | 9 holders, $3.8bn | 30 holders, $45.0bn |
| Q1 2024 | 8 holders, $4.1bn | 37 holders, $52.6bn |
| Q2 2024 | 7 holders, $3.6bn | 36 holders, $52.8bn |
| Q3 2024 | 7 holders, $3.8bn | 29 holders, $50.1bn |
| Q4 2024 | 8 holders, $3.4bn | 30 holders, $55.8bn |
| Q1 2025 | 11 holders, $3.1bn | 35 holders, $51.3bn |
| Q2 2025 | 15 holders, $3.7bn | 38 holders, $59.8bn |
| Q3 2025 | 16 holders, $4.4bn | 36 holders, $63.3bn |
| Q4 2025 | 14 holders, $5.3bn | 36 holders, $57.9bn |
| Q1 2026 | 15 holders, $7.3bn | 39 holders, $51.7bn |
| Q2 2026 | 12 holders, $8.3bn | 43 holders, $54.6bn |
Fifth Third Bancorp
- Holders
- 15
- Reported value
- $7.3bn
- Buyers
- 19
- Sellers
- 16
Breadth +3 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 (14)
AllianceBernstein LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP
Only FITB (1)
Only JPM (25)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Fidelity (FMR LLC), Harris Associates LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Millennium Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Investments LP, Viking Global Investors LP, Voloridge Investment Management LLC, Woodline Partners LP
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.