Holders over time
- FUTU
- AXP
| Quarter | FUTU | AXP |
|---|---|---|
| Q3 2020 | 2 holders, $38m | 24 holders, $25.7bn |
| Q4 2020 | 5 holders, $247m | 21 holders, $30.8bn |
| Q1 2021 | 9 holders, $1.1bn | 24 holders, $36.9bn |
| Q2 2021 | 9 holders, $2.2bn | 21 holders, $42.9bn |
| Q3 2021 | 6 holders, $1.1bn | 26 holders, $42.0bn |
| Q4 2021 | 6 holders, $612m | 27 holders, $39.7bn |
| Q1 2022 | 4 holders, $227m | 20 holders, $45.0bn |
| Q2 2022 | 5 holders, $388m | 36 holders, $33.2bn |
| Q3 2022 | 4 holders, $213m | 35 holders, $32.3bn |
| Q4 2022 | 6 holders, $294m | 35 holders, $34.4bn |
| Q1 2023 | 6 holders, $341m | 32 holders, $38.7bn |
| Q2 2023 | 2 holders, $49m | 30 holders, $40.1bn |
| Q3 2023 | 5 holders, $188m | 34 holders, $34.1bn |
| Q4 2023 | 3 holders, $49m | 28 holders, $42.5bn |
| Q1 2024 | 2 holders, $51m | 33 holders, $52.6bn |
| Q2 2024 | 5 holders, $180m | 31 holders, $52.6bn |
| Q3 2024 | 7 holders, $463m | 30 holders, $60.7bn |
| Q4 2024 | 6 holders, $235m | 26 holders, $65.8bn |
| Q1 2025 | 7 holders, $325m | 33 holders, $59.9bn |
| Q2 2025 | 8 holders, $570m | 29 holders, $69.4bn |
| Q3 2025 | 14 holders, $1.4bn | 30 holders, $70.8bn |
| Q4 2025 | 11 holders, $1.3bn | 31 holders, $77.2bn |
| Q1 2026 | 7 holders, $469m | 33 holders, $61.2bn |
| Q2 2026 | 4 holders, $104m | 30 holders, $65.4bn |
Futu HLDGS LTD
- Holders
- 6
- Reported value
- $235m
- Buyers
- 4
- Sellers
- 2
Breadth +2 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
Only FUTU (3)
Acadian Asset Management LLC, Coatue Management LLC, Marshall Wace LLP
Only AXP (23)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Ruane Cunniff & Goldfarb LP, T. Rowe Price Associates Inc, Wellington Management Group LLP, 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.