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BEN · 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.

BENBAC
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.
  • BEN
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterBENBAC
Q3 20206 holders, $79m33 holders, $48.3bn
Q4 20204 holders, $207m36 holders, $60.7bn
Q1 20216 holders, $321m33 holders, $77.6bn
Q2 20215 holders, $505m30 holders, $83.1bn
Q3 20219 holders, $375m28 holders, $81.4bn
Q4 20218 holders, $449m30 holders, $82.8bn
Q1 20228 holders, $336m39 holders, $74.0bn
Q2 20225 holders, $276m40 holders, $54.7bn
Q3 20225 holders, $336m36 holders, $53.0bn
Q4 20228 holders, $724m33 holders, $59.0bn
Q1 20235 holders, $683m32 holders, $50.5bn
Q2 20234 holders, $666m37 holders, $49.0bn
Q3 20233 holders, $567m36 holders, $46.0bn
Q4 20235 holders, $813m34 holders, $56.6bn
Q1 20246 holders, $730m35 holders, $64.4bn
Q2 202410 holders, $275m35 holders, $68.9bn
Q3 20248 holders, $262m43 holders, $60.8bn
Q4 20247 holders, $275m43 holders, $63.8bn
Q1 202510 holders, $328m40 holders, $59.8bn
Q2 202510 holders, $403m44 holders, $67.4bn
Q3 20258 holders, $140m44 holders, $72.1bn
Q4 20257 holders, $270m41 holders, $68.5bn
Q1 20267 holders, $512m39 holders, $59.5bn
Q2 20269 holders, $774m37 holders, $64.8bn
BEN

Franklin Resources Inc

Holders
9
Reported value
$774m
Buyers
11
Sellers
19

Breadth -8 among 91 comparable managers.

Other financial servicesFinancial services · L3VLUP
BAC

Bank of Amer Corp

Holders
37
Reported value
$64.8bn
Buyers
19
Sellers
29

Breadth -10 among 91 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q2 2026

Among the 40 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BEN (3)

Freestone Grove Partners LP, Polen Capital Management LLC, Verition Fund Management LLC

Only BAC (31)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, 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), Harris Associates LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, 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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