Holders over time
- MET
- AXP
| Quarter | MET | AXP |
|---|---|---|
| Q3 2020 | 19 holders, $7.3bn | 24 holders, $25.7bn |
| Q4 2020 | 21 holders, $8.8bn | 21 holders, $30.8bn |
| Q1 2021 | 13 holders, $11.7bn | 24 holders, $36.9bn |
| Q2 2021 | 17 holders, $10.4bn | 21 holders, $42.9bn |
| Q3 2021 | 22 holders, $9.5bn | 26 holders, $42.0bn |
| Q4 2021 | 16 holders, $8.8bn | 27 holders, $39.7bn |
| Q1 2022 | 18 holders, $9.4bn | 20 holders, $45.0bn |
| Q2 2022 | 15 holders, $8.0bn | 36 holders, $33.2bn |
| Q3 2022 | 18 holders, $8.1bn | 35 holders, $32.3bn |
| Q4 2022 | 21 holders, $9.9bn | 35 holders, $34.4bn |
| Q1 2023 | 22 holders, $8.0bn | 32 holders, $38.7bn |
| Q2 2023 | 24 holders, $8.3bn | 30 holders, $40.1bn |
| Q3 2023 | 20 holders, $8.9bn | 34 holders, $34.1bn |
| Q4 2023 | 20 holders, $8.8bn | 28 holders, $42.5bn |
| Q1 2024 | 13 holders, $9.4bn | 33 holders, $52.6bn |
| Q2 2024 | 18 holders, $8.7bn | 31 holders, $52.6bn |
| Q3 2024 | 21 holders, $9.7bn | 30 holders, $60.7bn |
| Q4 2024 | 18 holders, $9.4bn | 26 holders, $65.8bn |
| Q1 2025 | 16 holders, $8.8bn | 33 holders, $59.9bn |
| Q2 2025 | 15 holders, $8.1bn | 29 holders, $69.4bn |
| Q3 2025 | 13 holders, $8.6bn | 30 holders, $70.8bn |
| Q4 2025 | 16 holders, $7.5bn | 31 holders, $77.2bn |
| Q1 2026 | 12 holders, $6.8bn | 33 holders, $61.2bn |
| Q2 2026 | 13 holders, $8.1bn | 30 holders, $65.4bn |
Metlife Inc
- Holders
- 21
- Reported value
- $9.7bn
- Buyers
- 14
- Sellers
- 8
Breadth +6 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 (15)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Dodge & Cox, Holocene Advisors LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only MET (6)
Caxton Associates LLP, Squarepoint Ops LLC, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, Woodline Partners LP
Only AXP (15)
Artisan Partners LP, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Markel Group Inc, Neuberger Berman Group LLC, 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.