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
- 29
- Reported value
- $12.2bn
- Buyers
- 15
- Sellers
- 12
Breadth +3 among 94 comparable managers.
American Express Co
- Holders
- 31
- Reported value
- $52.6bn
- Buyers
- 13
- Sellers
- 16
Breadth -3 among 94 comparable managers.
Who holds both, Q2 2024
Both (16)
AllianceBernstein LP, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only AIG (13)
AQR Capital Management LLC, Bridgewater Associates LP, Caxton Associates LLP, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Soros Fund Management LLC, Steadfast Capital Management LP, Third Point LLC, Tudor Investment Corp, Winton Group Ltd
Only AXP (15)
Acadian Asset Management LLC, Artisan Partners LP, Berkshire Hathaway Inc, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, First Eagle Investment Management LLC, GAMCO Investors Inc, Janus Henderson Group Ltd, Markel Group Inc, Point72 Asset Management LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Voloridge Investment Management LLC
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.