Holders over time
- AXP
- BAC
| Quarter | AXP | BAC |
|---|---|---|
| Q3 2020 | 24 holders, $25.7bn | 33 holders, $48.3bn |
| Q4 2020 | 21 holders, $30.8bn | 36 holders, $60.7bn |
| Q1 2021 | 24 holders, $36.9bn | 33 holders, $77.6bn |
| Q2 2021 | 21 holders, $42.9bn | 30 holders, $83.1bn |
| Q3 2021 | 26 holders, $42.0bn | 28 holders, $81.4bn |
| Q4 2021 | 27 holders, $39.7bn | 30 holders, $82.8bn |
| Q1 2022 | 20 holders, $45.0bn | 39 holders, $74.0bn |
| Q2 2022 | 36 holders, $33.2bn | 40 holders, $54.7bn |
| Q3 2022 | 35 holders, $32.3bn | 36 holders, $53.0bn |
| Q4 2022 | 35 holders, $34.4bn | 33 holders, $59.0bn |
| Q1 2023 | 32 holders, $38.7bn | 32 holders, $50.5bn |
| Q2 2023 | 30 holders, $40.1bn | 37 holders, $49.0bn |
| Q3 2023 | 34 holders, $34.1bn | 36 holders, $46.0bn |
| Q4 2023 | 28 holders, $42.5bn | 34 holders, $56.6bn |
| Q1 2024 | 33 holders, $52.6bn | 35 holders, $64.4bn |
| Q2 2024 | 31 holders, $52.6bn | 35 holders, $68.9bn |
| Q3 2024 | 30 holders, $60.7bn | 43 holders, $60.8bn |
| Q4 2024 | 26 holders, $65.8bn | 43 holders, $63.8bn |
| Q1 2025 | 33 holders, $59.9bn | 40 holders, $59.8bn |
| Q2 2025 | 29 holders, $69.4bn | 44 holders, $67.4bn |
| Q3 2025 | 30 holders, $70.8bn | 44 holders, $72.1bn |
| Q4 2025 | 31 holders, $77.2bn | 41 holders, $68.5bn |
| Q1 2026 | 33 holders, $61.2bn | 39 holders, $59.5bn |
| Q2 2026 | 30 holders, $65.4bn | 37 holders, $64.8bn |
American Express Co
- Holders
- 33
- Reported value
- $52.6bn
- Buyers
- 17
- Sellers
- 15
Breadth +2 among 93 comparable managers.
Bank of Amer Corp
- Holders
- 35
- Reported value
- $64.4bn
- Buyers
- 18
- Sellers
- 17
Breadth +1 among 93 comparable managers.
Who holds both, Q1 2024
Both (25)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd
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.