Holders over time
- HDB
- JPM
| Quarter | HDB | JPM |
|---|---|---|
| Q3 2020 | 13 holders, $2.6bn | 35 holders, $33.0bn |
| Q4 2020 | 13 holders, $3.7bn | 32 holders, $45.6bn |
| Q1 2021 | 14 holders, $3.7bn | 32 holders, $49.9bn |
| Q2 2021 | 16 holders, $3.7bn | 31 holders, $48.4bn |
| Q3 2021 | 16 holders, $3.6bn | 31 holders, $48.9bn |
| Q4 2021 | 15 holders, $3.2bn | 34 holders, $46.1bn |
| Q1 2022 | 17 holders, $3.2bn | 35 holders, $37.9bn |
| Q2 2022 | 12 holders, $2.4bn | 37 holders, $30.9bn |
| Q3 2022 | 15 holders, $2.7bn | 41 holders, $26.8bn |
| Q4 2022 | 15 holders, $3.3bn | 33 holders, $80.3bn |
| Q1 2023 | 19 holders, $3.4bn | 34 holders, $33.4bn |
| Q2 2023 | 22 holders, $4.0bn | 34 holders, $38.7bn |
| Q3 2023 | 21 holders, $3.6bn | 32 holders, $39.4bn |
| Q4 2023 | 24 holders, $4.3bn | 30 holders, $45.0bn |
| Q1 2024 | 19 holders, $3.0bn | 37 holders, $52.6bn |
| Q2 2024 | 21 holders, $3.9bn | 36 holders, $52.8bn |
| Q3 2024 | 20 holders, $2.8bn | 29 holders, $50.1bn |
| Q4 2024 | 24 holders, $3.2bn | 30 holders, $55.8bn |
| Q1 2025 | 24 holders, $3.3bn | 35 holders, $51.3bn |
| Q2 2025 | 21 holders, $3.7bn | 38 holders, $59.8bn |
| Q3 2025 | 22 holders, $3.1bn | 36 holders, $63.3bn |
| Q4 2025 | 21 holders, $2.5bn | 36 holders, $57.9bn |
| Q1 2026 | 24 holders, $1.8bn | 39 holders, $51.7bn |
| Q2 2026 | 21 holders, $1.9bn | 43 holders, $54.6bn |
HDFC Bank LTD
- Holders
- 21
- Reported value
- $1.9bn
- Buyers
- 12
- Sellers
- 28
Breadth -16 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 (15)
Acadian Asset Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP
Only HDB (6)
Baillie Gifford & Co, Elliott Investment Management LP, Schonfeld Strategic Advisors LLC, Southeastern Asset Management Inc, Tudor Investment Corp, Winton Group Ltd
Only JPM (28)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Discovery Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, and 3 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.