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
- 18
- Reported value
- $9.4bn
- Buyers
- 7
- Sellers
- 9
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
Both (12)
AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Dodge & Cox, Holocene Advisors LP, Invesco Ltd, Man Group PLC, MFS Investment Management, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only MET (6)
Acadian Asset Management LLC, Balyasny Asset Management LLC, Freestone Grove Partners LP, Millennium Management LLC, Two Sigma Investments LP, Viking Global Investors LP
Only AXP (14)
Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., 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
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.