Holders over time
- APO
- BAC
| Quarter | APO | 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 | none listed holders, n.a. | 28 holders, $81.4bn |
| Q4 2021 | none listed holders, n.a. | 30 holders, $82.8bn |
| Q1 2022 | 13 holders, $3.8bn | 39 holders, $74.0bn |
| Q2 2022 | 10 holders, $3.0bn | 40 holders, $54.7bn |
| Q3 2022 | 14 holders, $2.8bn | 36 holders, $53.0bn |
| Q4 2022 | 13 holders, $3.8bn | 33 holders, $59.0bn |
| Q1 2023 | 12 holders, $4.0bn | 32 holders, $50.5bn |
| Q2 2023 | 11 holders, $5.3bn | 37 holders, $49.0bn |
| Q3 2023 | 21 holders, $7.2bn | 36 holders, $46.0bn |
| Q4 2023 | 22 holders, $8.0bn | 34 holders, $56.6bn |
| Q1 2024 | 23 holders, $10.0bn | 35 holders, $64.4bn |
| Q2 2024 | 27 holders, $11.6bn | 35 holders, $68.9bn |
| Q3 2024 | 25 holders, $12.6bn | 43 holders, $60.8bn |
| Q4 2024 | 24 holders, $15.8bn | 43 holders, $63.8bn |
| Q1 2025 | 26 holders, $11.5bn | 40 holders, $59.8bn |
| Q2 2025 | 23 holders, $11.7bn | 44 holders, $67.4bn |
| Q3 2025 | 17 holders, $11.4bn | 44 holders, $72.1bn |
| Q4 2025 | 13 holders, $12.0bn | 41 holders, $68.5bn |
| Q1 2026 | 17 holders, $9.2bn | 39 holders, $59.5bn |
| Q2 2026 | 17 holders, $9.6bn | 37 holders, $64.8bn |
Apollo Global MGMT Inc
- Holders
- 17
- Reported value
- $9.6bn
- Buyers
- 15
- Sellers
- 19
Breadth -4 among 91 comparable managers.
Bank of Amer Corp
- Holders
- 37
- Reported value
- $64.8bn
- Buyers
- 19
- Sellers
- 29
Breadth -10 among 91 comparable managers.
Who holds both, Q2 2026
Both (12)
AllianceBernstein LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only APO (5)
D1 Capital Partners LP, Freestone Grove Partners LP, Markel Group Inc, Soros Fund Management LLC, Tiger Global Management LLC
Only BAC (25)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Man Group PLC, MFS Investment Management, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP, 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.