Holders over time
- V
- BAC
| Quarter | V | BAC |
|---|---|---|
| Q3 2020 | 55 holders, $62.2bn | 33 holders, $48.3bn |
| Q4 2020 | 52 holders, $67.1bn | 36 holders, $60.7bn |
| Q1 2021 | 58 holders, $64.5bn | 33 holders, $77.6bn |
| Q2 2021 | 52 holders, $69.3bn | 30 holders, $83.1bn |
| Q3 2021 | 56 holders, $63.6bn | 28 holders, $81.4bn |
| Q4 2021 | 47 holders, $58.0bn | 30 holders, $82.8bn |
| Q1 2022 | 59 holders, $61.8bn | 39 holders, $74.0bn |
| Q2 2022 | 57 holders, $55.2bn | 40 holders, $54.7bn |
| Q3 2022 | 57 holders, $50.7bn | 36 holders, $53.0bn |
| Q4 2022 | 54 holders, $59.4bn | 33 holders, $59.0bn |
| Q1 2023 | 55 holders, $64.0bn | 32 holders, $50.5bn |
| Q2 2023 | 54 holders, $65.2bn | 37 holders, $49.0bn |
| Q3 2023 | 55 holders, $61.5bn | 36 holders, $46.0bn |
| Q4 2023 | 48 holders, $68.6bn | 34 holders, $56.6bn |
| Q1 2024 | 50 holders, $73.1bn | 35 holders, $64.4bn |
| Q2 2024 | 45 holders, $69.5bn | 35 holders, $68.9bn |
| Q3 2024 | 47 holders, $70.5bn | 43 holders, $60.8bn |
| Q4 2024 | 48 holders, $77.6bn | 43 holders, $63.8bn |
| Q1 2025 | 43 holders, $83.5bn | 40 holders, $59.8bn |
| Q2 2025 | 45 holders, $83.4bn | 44 holders, $67.4bn |
| Q3 2025 | 48 holders, $82.8bn | 44 holders, $72.1bn |
| Q4 2025 | 49 holders, $86.0bn | 41 holders, $68.5bn |
| Q1 2026 | 49 holders, $73.3bn | 39 holders, $59.5bn |
| Q2 2026 | 52 holders, $81.9bn | 37 holders, $64.8bn |
Visa Inc
- Holders
- 49
- Reported value
- $73.3bn
- Buyers
- 31
- Sellers
- 27
Breadth +4 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 (32)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only V (17)
Akre Capital Management LLC, Baupost Group LLC, Citadel Advisors LLC, Coatue Management LLC, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, Polen Capital Management LLC, Rokos Capital Management LLP, Soroban Capital Partners LP, TCI Fund Management Ltd, ValueAct Holdings LP, Viking Global Investors LP, Winton Group Ltd
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.