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
- 17
- Reported value
- $10.4bn
- Buyers
- 7
- Sellers
- 10
Breadth -3 among 94 comparable managers.
American Express Co
- Holders
- 26
- Reported value
- $65.8bn
- Buyers
- 7
- Sellers
- 16
Breadth -9 among 94 comparable managers.
Who holds both, Q4 2024
Both (12)
AQR Capital Management LLC, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only AIG (5)
Balyasny Asset Management LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Steadfast Capital Management LP, Tudor Investment Corp
Only AXP (14)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital World Investors, Dodge & Cox, First Eagle Investment Management LLC, GAMCO Investors Inc, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Ruane Cunniff & Goldfarb LP, Woodline Partners 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.