Holders over time
- GS
- AXP
| Quarter | GS | AXP |
|---|---|---|
| Q3 2020 | 26 holders, $9.2bn | 24 holders, $25.7bn |
| Q4 2020 | 28 holders, $12.9bn | 21 holders, $30.8bn |
| Q1 2021 | 28 holders, $15.6bn | 24 holders, $36.9bn |
| Q2 2021 | 27 holders, $17.2bn | 21 holders, $42.9bn |
| Q3 2021 | 34 holders, $17.7bn | 26 holders, $42.0bn |
| Q4 2021 | 28 holders, $17.0bn | 27 holders, $39.7bn |
| Q1 2022 | 27 holders, $14.4bn | 20 holders, $45.0bn |
| Q2 2022 | 29 holders, $13.1bn | 36 holders, $33.2bn |
| Q3 2022 | 26 holders, $12.4bn | 35 holders, $32.3bn |
| Q4 2022 | 30 holders, $40.9bn | 35 holders, $34.4bn |
| Q1 2023 | 35 holders, $13.9bn | 32 holders, $38.7bn |
| Q2 2023 | 35 holders, $12.8bn | 30 holders, $40.1bn |
| Q3 2023 | 29 holders, $12.0bn | 34 holders, $34.1bn |
| Q4 2023 | 31 holders, $14.0bn | 28 holders, $42.5bn |
| Q1 2024 | 31 holders, $15.8bn | 33 holders, $52.6bn |
| Q2 2024 | 35 holders, $17.0bn | 31 holders, $52.6bn |
| Q3 2024 | 28 holders, $16.1bn | 30 holders, $60.7bn |
| Q4 2024 | 29 holders, $17.1bn | 26 holders, $65.8bn |
| Q1 2025 | 28 holders, $14.1bn | 33 holders, $59.9bn |
| Q2 2025 | 29 holders, $17.3bn | 29 holders, $69.4bn |
| Q3 2025 | 31 holders, $19.8bn | 30 holders, $70.8bn |
| Q4 2025 | 28 holders, $20.0bn | 31 holders, $77.2bn |
| Q1 2026 | 30 holders, $17.5bn | 33 holders, $61.2bn |
| Q2 2026 | 35 holders, $18.9bn | 30 holders, $65.4bn |
Goldman Sachs Group Inc
- Holders
- 35
- Reported value
- $17.0bn
- Buyers
- 23
- Sellers
- 11
Breadth +12 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 (23)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only GS (12)
Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Marshall Wace LLP, Millennium Management LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Two Sigma Advisers LP, Two Sigma Investments 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.