Holders over time
- HBAN
- JPM
| Quarter | HBAN | JPM |
|---|---|---|
| Q3 2020 | 8 holders, $648m | 35 holders, $33.0bn |
| Q4 2020 | 11 holders, $1.2bn | 32 holders, $45.6bn |
| Q1 2021 | 8 holders, $1.9bn | 32 holders, $49.9bn |
| Q2 2021 | 13 holders, $2.3bn | 31 holders, $48.4bn |
| Q3 2021 | 9 holders, $2.4bn | 31 holders, $48.9bn |
| Q4 2021 | 10 holders, $2.5bn | 34 holders, $46.1bn |
| Q1 2022 | 8 holders, $2.3bn | 35 holders, $37.9bn |
| Q2 2022 | 6 holders, $1.9bn | 37 holders, $30.9bn |
| Q3 2022 | 9 holders, $2.1bn | 41 holders, $26.8bn |
| Q4 2022 | 10 holders, $2.4bn | 33 holders, $80.3bn |
| Q1 2023 | 8 holders, $2.0bn | 34 holders, $33.4bn |
| Q2 2023 | 12 holders, $1.9bn | 34 holders, $38.7bn |
| Q3 2023 | 9 holders, $1.5bn | 32 holders, $39.4bn |
| Q4 2023 | 10 holders, $1.7bn | 30 holders, $45.0bn |
| Q1 2024 | 12 holders, $2.0bn | 37 holders, $52.6bn |
| Q2 2024 | 12 holders, $2.1bn | 36 holders, $52.8bn |
| Q3 2024 | 9 holders, $2.5bn | 29 holders, $50.1bn |
| Q4 2024 | 15 holders, $3.2bn | 30 holders, $55.8bn |
| Q1 2025 | 19 holders, $3.5bn | 35 holders, $51.3bn |
| Q2 2025 | 19 holders, $3.6bn | 38 holders, $59.8bn |
| Q3 2025 | 17 holders, $3.8bn | 36 holders, $63.3bn |
| Q4 2025 | 17 holders, $3.8bn | 36 holders, $57.9bn |
| Q1 2026 | 25 holders, $6.5bn | 39 holders, $51.7bn |
| Q2 2026 | 20 holders, $7.2bn | 43 holders, $54.6bn |
Huntington Bancshares Inc/oh
- Holders
- 25
- Reported value
- $6.5bn
- Buyers
- 26
- Sellers
- 12
Breadth +14 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 (18)
Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP
Only HBAN (7)
Balyasny Asset Management LLC, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Walleye Capital LLC
Only JPM (21)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, Discovery Capital Management LLC, Dodge & Cox, Harris Associates LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Soros Fund Management 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.