Holders over time
- MTB
- JPM
| Quarter | MTB | JPM |
|---|---|---|
| Q3 2020 | 21 holders, $2.1bn | 35 holders, $33.0bn |
| Q4 2020 | 15 holders, $2.8bn | 32 holders, $45.6bn |
| Q1 2021 | 13 holders, $3.4bn | 32 holders, $49.9bn |
| Q2 2021 | 15 holders, $3.2bn | 31 holders, $48.4bn |
| Q3 2021 | 18 holders, $3.6bn | 31 holders, $48.9bn |
| Q4 2021 | 15 holders, $3.6bn | 34 holders, $46.1bn |
| Q1 2022 | 11 holders, $5.1bn | 35 holders, $37.9bn |
| Q2 2022 | 15 holders, $5.3bn | 37 holders, $30.9bn |
| Q3 2022 | 17 holders, $6.1bn | 41 holders, $26.8bn |
| Q4 2022 | 20 holders, $10.8bn | 33 holders, $80.3bn |
| Q1 2023 | 14 holders, $3.7bn | 34 holders, $33.4bn |
| Q2 2023 | 14 holders, $3.8bn | 34 holders, $38.7bn |
| Q3 2023 | 7 holders, $3.8bn | 32 holders, $39.4bn |
| Q4 2023 | 12 holders, $3.9bn | 30 holders, $45.0bn |
| Q1 2024 | 10 holders, $4.2bn | 37 holders, $52.6bn |
| Q2 2024 | 12 holders, $4.5bn | 36 holders, $52.8bn |
| Q3 2024 | 11 holders, $5.3bn | 29 holders, $50.1bn |
| Q4 2024 | 11 holders, $5.2bn | 30 holders, $55.8bn |
| Q1 2025 | 19 holders, $5.4bn | 35 holders, $51.3bn |
| Q2 2025 | 16 holders, $5.5bn | 38 holders, $59.8bn |
| Q3 2025 | 11 holders, $5.6bn | 36 holders, $63.3bn |
| Q4 2025 | 11 holders, $6.1bn | 36 holders, $57.9bn |
| Q1 2026 | 10 holders, $6.1bn | 39 holders, $51.7bn |
| Q2 2026 | 13 holders, $7.0bn | 43 holders, $54.6bn |
M & T BK Corp
- Holders
- 13
- Reported value
- $7.0bn
- Buyers
- 17
- Sellers
- 12
Breadth +5 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 (11)
AllianceBernstein LP, Arrowstreet Capital LP, Bridgewater Associates LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, PDT Partners LLC, Squarepoint Ops LLC, Wellington Management Group LLP
Only MTB (2)
Only JPM (32)
Acadian Asset Management LLC, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Soros Fund Management LLC, and 7 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.