Holders over time
- V
- AXP
| Quarter | V | AXP |
|---|---|---|
| Q3 2020 | 55 holders, $62.2bn | 24 holders, $25.7bn |
| Q4 2020 | 52 holders, $67.1bn | 21 holders, $30.8bn |
| Q1 2021 | 58 holders, $64.5bn | 24 holders, $36.9bn |
| Q2 2021 | 52 holders, $69.3bn | 21 holders, $42.9bn |
| Q3 2021 | 56 holders, $63.6bn | 26 holders, $42.0bn |
| Q4 2021 | 47 holders, $58.0bn | 27 holders, $39.7bn |
| Q1 2022 | 59 holders, $61.8bn | 20 holders, $45.0bn |
| Q2 2022 | 57 holders, $55.2bn | 36 holders, $33.2bn |
| Q3 2022 | 57 holders, $50.7bn | 35 holders, $32.3bn |
| Q4 2022 | 54 holders, $59.4bn | 35 holders, $34.4bn |
| Q1 2023 | 55 holders, $64.0bn | 32 holders, $38.7bn |
| Q2 2023 | 54 holders, $65.2bn | 30 holders, $40.1bn |
| Q3 2023 | 55 holders, $61.5bn | 34 holders, $34.1bn |
| Q4 2023 | 48 holders, $68.6bn | 28 holders, $42.5bn |
| Q1 2024 | 50 holders, $73.1bn | 33 holders, $52.6bn |
| Q2 2024 | 45 holders, $69.5bn | 31 holders, $52.6bn |
| Q3 2024 | 47 holders, $70.5bn | 30 holders, $60.7bn |
| Q4 2024 | 48 holders, $77.6bn | 26 holders, $65.8bn |
| Q1 2025 | 43 holders, $83.5bn | 33 holders, $59.9bn |
| Q2 2025 | 45 holders, $83.4bn | 29 holders, $69.4bn |
| Q3 2025 | 48 holders, $82.8bn | 30 holders, $70.8bn |
| Q4 2025 | 49 holders, $86.0bn | 31 holders, $77.2bn |
| Q1 2026 | 49 holders, $73.3bn | 33 holders, $61.2bn |
| Q2 2026 | 52 holders, $81.9bn | 30 holders, $65.4bn |
Visa Inc
- Holders
- 50
- Reported value
- $73.1bn
- Buyers
- 17
- Sellers
- 31
Breadth -14 among 93 comparable managers.
American Express Co
- Holders
- 33
- Reported value
- $52.6bn
- Buyers
- 17
- Sellers
- 15
Breadth +2 among 93 comparable managers.
Who holds both, Q1 2024
Both (29)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, 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, Markel Group Inc, 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, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd
Only V (21)
Acadian Asset Management LLC, Akre Capital Management LLC, AQR Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Marshall Wace LLP, Maverick Capital Ltd, Polen Capital Management LLC, Quantbot Technologies LP, Soroban Capital Partners LP, TCI Fund Management Ltd, Two Sigma Advisers LP, Tybourne Capital Management HK Ltd, Viking Global Investors LP
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.