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IVZ · BAC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

IVZBAC
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • IVZ
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterIVZBAC
Q3 20205 holders, $485m33 holders, $48.3bn
Q4 20206 holders, $796m36 holders, $60.7bn
Q1 20215 holders, $1.1bn33 holders, $77.6bn
Q2 202112 holders, $1.2bn30 holders, $83.1bn
Q3 202112 holders, $1.3bn28 holders, $81.4bn
Q4 202112 holders, $1.6bn30 holders, $82.8bn
Q1 20228 holders, $1.7bn39 holders, $74.0bn
Q2 20226 holders, $1.1bn40 holders, $54.7bn
Q3 20229 holders, $967m36 holders, $53.0bn
Q4 20227 holders, $1.2bn33 holders, $59.0bn
Q1 202312 holders, $909m32 holders, $50.5bn
Q2 20236 holders, $743m37 holders, $49.0bn
Q3 20238 holders, $668m36 holders, $46.0bn
Q4 202314 holders, $981m34 holders, $56.6bn
Q1 202411 holders, $771m35 holders, $64.4bn
Q2 20249 holders, $735m35 holders, $68.9bn
Q3 202413 holders, $1.1bn43 holders, $60.8bn
Q4 202412 holders, $985m43 holders, $63.8bn
Q1 20259 holders, $814m40 holders, $59.8bn
Q2 20258 holders, $688m44 holders, $67.4bn
Q3 20259 holders, $1.1bn44 holders, $72.1bn
Q4 20258 holders, $1.1bn41 holders, $68.5bn
Q1 202611 holders, $1.4bn39 holders, $59.5bn
Q2 20269 holders, $1.3bn37 holders, $64.8bn
IVZ

Invesco LTD

Holders
11
Reported value
$1.4bn
Buyers
17
Sellers
16

Breadth +1 among 91 comparable managers.

Other financial servicesFinancial services · L3VLUP
BAC

Bank of Amer Corp

Holders
39
Reported value
$59.5bn
Buyers
18
Sellers
30

Breadth -12 among 91 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q1 2026

Among the 42 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only IVZ (3)

ExodusPoint Capital Management LP, Trian Fund Management LP, Winton Group Ltd

Only BAC (31)

Acadian Asset Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, 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, and 6 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.

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