L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 8 Feb 2024
Managers listing it
23
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 16 listed it in both
Shares listed
135,133,950
combined, among listed positions
Reported value
$5.0bn
combined, at the quarter end

Among the 93 comparable managers: 14 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing TFC in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

23 of 23 holders

ActionFiling
Dodge & Cox53,173,840$2.0bn1.25%Added+121,89022 Feb 2024 (the filing on sec.gov)
Fidelity (FMR LLC)16,009,846$591munder 0.1%Added+3,652,0505 Nov 2026 (the filing on sec.gov)
Citadel Advisors LLC10,888,848$402m0.08%Added+3,291,56814 Feb 2024 (the filing on sec.gov)
Harris Associates LP10,339,874$382m0.66%Trimmed-374,62114 Feb 2024 (the filing on sec.gov)
Invesco Ltd8,945,248$330m0.08%Trimmed-1,435,78213 Feb 2024 (the filing on sec.gov)
Arrowstreet Capital LP6,485,685$239m0.25%Added+165,77114 Feb 2024 (the filing on sec.gov)
MFS Investment Management6,323,572$233m0.08%Trimmed-8,363,5468 Feb 2024 (the filing on sec.gov)
Millennium Management LLC4,558,533$168m0.07%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Holocene Advisors LP3,434,399$127m0.49%Added+2,552,26614 Feb 2024 (the filing on sec.gov)
Neuberger Berman Group LLC2,979,125$110m0.10%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Balyasny Asset Management LLC2,786,829$103m0.19%Trimmed-845,85814 Feb 2024 (the filing on sec.gov)
Point72 Asset Management LP1,592,836$59m0.14%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Voloridge Investment Management LLC1,414,479$52m0.21%Trimmed-1,583,50114 Feb 2024 (the filing on sec.gov)
AQR Capital Management LLC1,333,084$49m0.09%Trimmed-435,68014 Feb 2024 (the filing on sec.gov)
Verition Fund Management LLC1,146,041$42m0.33%Added+404,37414 Feb 2024 (the filing on sec.gov)
Man Group PLC1,065,314$39m0.11%Trimmed-456,33414 Feb 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC820,049$30m0.20%Trimmed-692,85814 Feb 2024 (the filing on sec.gov)
Moore Capital Management LP610,105$23m0.39%Added+12,89514 Feb 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP525,000$19m0.12%Newnew14 Feb 2024 (the filing on sec.gov)
Walleye Capital LLC435,020$16munder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)
First Eagle Investment Management LLC184,028$6.8munder 0.1%Held08 Feb 2024 (the filing on sec.gov)
Winton Group Ltd51,565$1.9m0.14%Newnew12 Feb 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP30,630$1.1munder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
21 in Q3 2024 to 16 in Q2 2026
Drawing every quarter on file…

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

TFC and BAC →TFC and JPM →TFC and WFC →Choose a stock to compare with TFC →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own TFC, latest filings →Back to the 13F Explorer →