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
- $11.2bn
- Buyers
- 11
- Sellers
- 18
Breadth -7 among 94 comparable managers.
American Express Co
- Holders
- 30
- Reported value
- $60.7bn
- Buyers
- 16
- Sellers
- 12
Breadth +4 among 94 comparable managers.
Who holds both, Q3 2024
Both (14)
AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Invesco Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only AIG (10)
Caxton Associates LLP, Jane Street Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP
Only AXP (16)
Acadian Asset Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, First Eagle Investment Management LLC, GAMCO Investors Inc, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Ruane Cunniff & Goldfarb LP, Walleye Capital 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.