Holders over time
- HBAN
- JPM
| Quarter | HBAN | JPM |
|---|---|---|
| Q3 2020 | 8 holders, $648m | 35 holders, $33.0bn |
| Q4 2020 | 11 holders, $1.2bn | 32 holders, $45.6bn |
| Q1 2021 | 8 holders, $1.9bn | 32 holders, $49.9bn |
| Q2 2021 | 13 holders, $2.3bn | 31 holders, $48.4bn |
| Q3 2021 | 9 holders, $2.4bn | 31 holders, $48.9bn |
| Q4 2021 | 10 holders, $2.5bn | 34 holders, $46.1bn |
| Q1 2022 | 8 holders, $2.3bn | 35 holders, $37.9bn |
| Q2 2022 | 6 holders, $1.9bn | 37 holders, $30.9bn |
| Q3 2022 | 9 holders, $2.1bn | 41 holders, $26.8bn |
| Q4 2022 | 10 holders, $2.4bn | 33 holders, $80.3bn |
| Q1 2023 | 8 holders, $2.0bn | 34 holders, $33.4bn |
| Q2 2023 | 12 holders, $1.9bn | 34 holders, $38.7bn |
| Q3 2023 | 9 holders, $1.5bn | 32 holders, $39.4bn |
| Q4 2023 | 10 holders, $1.7bn | 30 holders, $45.0bn |
| Q1 2024 | 12 holders, $2.0bn | 37 holders, $52.6bn |
| Q2 2024 | 12 holders, $2.1bn | 36 holders, $52.8bn |
| Q3 2024 | 9 holders, $2.5bn | 29 holders, $50.1bn |
| Q4 2024 | 15 holders, $3.2bn | 30 holders, $55.8bn |
| Q1 2025 | 19 holders, $3.5bn | 35 holders, $51.3bn |
| Q2 2025 | 19 holders, $3.6bn | 38 holders, $59.8bn |
| Q3 2025 | 17 holders, $3.8bn | 36 holders, $63.3bn |
| Q4 2025 | 17 holders, $3.8bn | 36 holders, $57.9bn |
| Q1 2026 | 25 holders, $6.5bn | 39 holders, $51.7bn |
| Q2 2026 | 20 holders, $7.2bn | 43 holders, $54.6bn |
Huntington Bancshares Inc/oh
- Holders
- 20
- Reported value
- $7.2bn
- Buyers
- 19
- Sellers
- 18
Breadth +1 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
Both (18)
AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP
Only HBAN (2)
Only JPM (25)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Discovery Capital Management LLC, Dodge & Cox, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Soros Fund Management LLC, Two Sigma Investments LP, Viking Global Investors LP, Voloridge Investment Management LLC, Woodline Partners LP
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.