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WRLD · AXP in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • WRLD
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterWRLDAXP
Q3 20201 holders, $3.3m24 holders, $25.7bn
Q4 20202 holders, $2.1m21 holders, $30.8bn
Q1 20212 holders, $2.4m24 holders, $36.9bn
Q2 20212 holders, $2.6m21 holders, $42.9bn
Q3 20212 holders, $3.0m26 holders, $42.0bn
Q4 20212 holders, $2.8m27 holders, $39.7bn
Q1 20221 holders, $1.7m20 holders, $45.0bn
Q2 20221 holders, $1.2m36 holders, $33.2bn
Q3 2022none listed holders, n.a.35 holders, $32.3bn
Q4 20221 holders, $623k35 holders, $34.4bn
Q1 2023none listed holders, n.a.32 holders, $38.7bn
Q2 2023none listed holders, n.a.30 holders, $40.1bn
Q3 2023none listed holders, n.a.34 holders, $34.1bn
Q4 2023none listed holders, n.a.28 holders, $42.5bn
Q1 2024none listed holders, n.a.33 holders, $52.6bn
Q2 20241 holders, $815k31 holders, $52.6bn
Q3 20242 holders, $1.9m30 holders, $60.7bn
Q4 20242 holders, $1.6m26 holders, $65.8bn
Q1 20252 holders, $1.8m33 holders, $59.9bn
Q2 20252 holders, $2.2m29 holders, $69.4bn
Q3 20252 holders, $4.1m30 holders, $70.8bn
Q4 20252 holders, $1.7m31 holders, $77.2bn
Q1 20262 holders, $3.5m33 holders, $61.2bn
Q2 20262 holders, $2.4m30 holders, $65.4bn
WRLD

World Accep Corporation

Holders
2
Reported value
$1.9m
Buyers
2
Sellers
0

Breadth +2 among 94 comparable managers.

AXP

American Express Co

Holders
30
Reported value
$60.7bn
Buyers
16
Sellers
12

Breadth +4 among 94 comparable managers.

Who holds both, Q3 2024

Among the 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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