Holders over time
- MET
- BAC
| Quarter | MET | BAC |
|---|---|---|
| Q3 2020 | 19 holders, $7.3bn | 33 holders, $48.3bn |
| Q4 2020 | 21 holders, $8.8bn | 36 holders, $60.7bn |
| Q1 2021 | 13 holders, $11.7bn | 33 holders, $77.6bn |
| Q2 2021 | 17 holders, $10.4bn | 30 holders, $83.1bn |
| Q3 2021 | 22 holders, $9.5bn | 28 holders, $81.4bn |
| Q4 2021 | 16 holders, $8.8bn | 30 holders, $82.8bn |
| Q1 2022 | 18 holders, $9.4bn | 39 holders, $74.0bn |
| Q2 2022 | 15 holders, $8.0bn | 40 holders, $54.7bn |
| Q3 2022 | 18 holders, $8.1bn | 36 holders, $53.0bn |
| Q4 2022 | 21 holders, $9.9bn | 33 holders, $59.0bn |
| Q1 2023 | 22 holders, $8.0bn | 32 holders, $50.5bn |
| Q2 2023 | 24 holders, $8.3bn | 37 holders, $49.0bn |
| Q3 2023 | 20 holders, $8.9bn | 36 holders, $46.0bn |
| Q4 2023 | 20 holders, $8.8bn | 34 holders, $56.6bn |
| Q1 2024 | 13 holders, $9.4bn | 35 holders, $64.4bn |
| Q2 2024 | 18 holders, $8.7bn | 35 holders, $68.9bn |
| Q3 2024 | 21 holders, $9.7bn | 43 holders, $60.8bn |
| Q4 2024 | 18 holders, $9.4bn | 43 holders, $63.8bn |
| Q1 2025 | 16 holders, $8.8bn | 40 holders, $59.8bn |
| Q2 2025 | 15 holders, $8.1bn | 44 holders, $67.4bn |
| Q3 2025 | 13 holders, $8.6bn | 44 holders, $72.1bn |
| Q4 2025 | 16 holders, $7.5bn | 41 holders, $68.5bn |
| Q1 2026 | 12 holders, $6.8bn | 39 holders, $59.5bn |
| Q2 2026 | 13 holders, $8.1bn | 37 holders, $64.8bn |
Metlife Inc
- Holders
- 13
- Reported value
- $8.1bn
- Buyers
- 17
- Sellers
- 19
Breadth -2 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 (11)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Caxton Associates LLP, Dodge & Cox, Invesco Ltd, Man Group PLC, MFS Investment Management, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only BAC (26)
AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, 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, Winton Group Ltd, and 1 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.