Holders over time
- AIG
- AXP
| Quarter | AIG | AXP |
|---|---|---|
| Q3 2020 | 12 holders, $4.9bn | 24 holders, $25.7bn |
| Q4 2020 | 13 holders, $6.9bn | 21 holders, $30.8bn |
| Q1 2021 | 11 holders, $8.9bn | 24 holders, $36.9bn |
| Q2 2021 | 12 holders, $9.1bn | 21 holders, $42.9bn |
| Q3 2021 | 13 holders, $10.8bn | 26 holders, $42.0bn |
| Q4 2021 | 12 holders, $10.9bn | 27 holders, $39.7bn |
| Q1 2022 | 15 holders, $11.4bn | 20 holders, $45.0bn |
| Q2 2022 | 22 holders, $8.7bn | 36 holders, $33.2bn |
| Q3 2022 | 25 holders, $7.8bn | 35 holders, $32.3bn |
| Q4 2022 | 24 holders, $11.3bn | 35 holders, $34.4bn |
| Q1 2023 | 24 holders, $8.5bn | 32 holders, $38.7bn |
| Q2 2023 | 20 holders, $9.5bn | 30 holders, $40.1bn |
| Q3 2023 | 21 holders, $9.9bn | 34 holders, $34.1bn |
| Q4 2023 | 24 holders, $11.6bn | 28 holders, $42.5bn |
| Q1 2024 | 26 holders, $13.3bn | 33 holders, $52.6bn |
| Q2 2024 | 29 holders, $12.2bn | 31 holders, $52.6bn |
| Q3 2024 | 24 holders, $11.2bn | 30 holders, $60.7bn |
| Q4 2024 | 17 holders, $10.4bn | 26 holders, $65.8bn |
| Q1 2025 | 19 holders, $10.8bn | 33 holders, $59.9bn |
| Q2 2025 | 18 holders, $9.1bn | 29 holders, $69.4bn |
| Q3 2025 | 17 holders, $8.9bn | 30 holders, $70.8bn |
| Q4 2025 | 18 holders, $10.1bn | 31 holders, $77.2bn |
| Q1 2026 | 29 holders, $8.8bn | 33 holders, $61.2bn |
| Q2 2026 | 29 holders, $8.6bn | 30 holders, $65.4bn |
American Intl Group Inc
- Holders
- 24
- Reported value
- $11.6bn
- Buyers
- 15
- Sellers
- 9
Breadth +6 among 93 comparable managers.
American Express Co
- Holders
- 28
- Reported value
- $42.5bn
- Buyers
- 11
- Sellers
- 16
Breadth -5 among 93 comparable managers.
Who holds both, Q4 2023
Both (16)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, D. E. Shaw & Co., Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP
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.