Holders over time
- CFR
- JPM
| Quarter | CFR | JPM |
|---|---|---|
| Q3 2020 | 10 holders, $450m | 35 holders, $33.0bn |
| Q4 2020 | 9 holders, $564m | 32 holders, $45.6bn |
| Q1 2021 | 8 holders, $795m | 32 holders, $49.9bn |
| Q2 2021 | 8 holders, $900m | 31 holders, $48.4bn |
| Q3 2021 | 9 holders, $945m | 31 holders, $48.9bn |
| Q4 2021 | 8 holders, $935m | 34 holders, $46.1bn |
| Q1 2022 | 8 holders, $1.1bn | 35 holders, $37.9bn |
| Q2 2022 | 10 holders, $616m | 37 holders, $30.9bn |
| Q3 2022 | 12 holders, $952m | 41 holders, $26.8bn |
| Q4 2022 | 14 holders, $706m | 33 holders, $80.3bn |
| Q1 2023 | 11 holders, $440m | 34 holders, $33.4bn |
| Q2 2023 | 7 holders, $365m | 34 holders, $38.7bn |
| Q3 2023 | 7 holders, $276m | 32 holders, $39.4bn |
| Q4 2023 | 9 holders, $317m | 30 holders, $45.0bn |
| Q1 2024 | 4 holders, $288m | 37 holders, $52.6bn |
| Q2 2024 | 5 holders, $263m | 36 holders, $52.8bn |
| Q3 2024 | 5 holders, $271m | 29 holders, $50.1bn |
| Q4 2024 | 4 holders, $324m | 30 holders, $55.8bn |
| Q1 2025 | 2 holders, $250m | 35 holders, $51.3bn |
| Q2 2025 | 5 holders, $331m | 38 holders, $59.8bn |
| Q3 2025 | 7 holders, $419m | 36 holders, $63.3bn |
| Q4 2025 | 6 holders, $326m | 36 holders, $57.9bn |
| Q1 2026 | 5 holders, $561m | 39 holders, $51.7bn |
| Q2 2026 | 6 holders, $1.1bn | 43 holders, $54.6bn |
Cullen Frost Bankers Inc
- Holders
- 6
- Reported value
- $1.1bn
- Buyers
- 16
- Sellers
- 16
Breadth 0 among 91 comparable managers.
JPMorgan Chase & Co
- Holders
- 43
- Reported value
- $54.6bn
- Buyers
- 20
- Sellers
- 26
Breadth -6 among 91 comparable managers.
Who holds both, Q2 2026
Only CFR (3)
Baillie Gifford & Co, ExodusPoint Capital Management LP, First Eagle Investment Management LLC
Only JPM (40)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, and 15 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.