Holders over time
- HOOD
- BAC
| Quarter | HOOD | BAC |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 33 holders, $48.3bn |
| Q4 2020 | none listed holders, n.a. | 36 holders, $60.7bn |
| Q1 2021 | none listed holders, n.a. | 33 holders, $77.6bn |
| Q2 2021 | none listed holders, n.a. | 30 holders, $83.1bn |
| Q3 2021 | 8 holders, $2.3bn | 28 holders, $81.4bn |
| Q4 2021 | 5 holders, $898m | 30 holders, $82.8bn |
| Q1 2022 | 5 holders, $599m | 39 holders, $74.0bn |
| Q2 2022 | 6 holders, $356m | 40 holders, $54.7bn |
| Q3 2022 | 3 holders, $343m | 36 holders, $53.0bn |
| Q4 2022 | 6 holders, $273m | 33 holders, $59.0bn |
| Q1 2023 | 6 holders, $363m | 32 holders, $50.5bn |
| Q2 2023 | 9 holders, $481m | 37 holders, $49.0bn |
| Q3 2023 | 9 holders, $565m | 36 holders, $46.0bn |
| Q4 2023 | 9 holders, $858m | 34 holders, $56.6bn |
| Q1 2024 | 13 holders, $1.9bn | 35 holders, $64.4bn |
| Q2 2024 | 19 holders, $1.8bn | 35 holders, $68.9bn |
| Q3 2024 | 18 holders, $1.8bn | 43 holders, $60.8bn |
| Q4 2024 | 27 holders, $5.0bn | 43 holders, $63.8bn |
| Q1 2025 | 22 holders, $4.6bn | 40 holders, $59.8bn |
| Q2 2025 | 29 holders, $8.9bn | 44 holders, $67.4bn |
| Q3 2025 | 28 holders, $10.4bn | 44 holders, $72.1bn |
| Q4 2025 | 22 holders, $6.5bn | 41 holders, $68.5bn |
| Q1 2026 | 23 holders, $4.0bn | 39 holders, $59.5bn |
| Q2 2026 | 18 holders, $6.9bn | 37 holders, $64.8bn |
Robinhood MKTS Inc
- Holders
- 23
- Reported value
- $4.0bn
- Buyers
- 23
- Sellers
- 18
Breadth +5 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 (19)
AllianceBernstein LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC
Only HOOD (4)
Altimeter Capital Management LP, ARK Investment Management LLC, Hudson Bay Capital Management LP, Rokos Capital Management LLP
Only BAC (20)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital World Investors, Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Man Group PLC, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Wellington Management Group LLP, 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.