Holders over time
- V
- AXP
| Quarter | V | AXP |
|---|---|---|
| Q3 2020 | 55 holders, $62.2bn | 24 holders, $25.7bn |
| Q4 2020 | 52 holders, $67.1bn | 21 holders, $30.8bn |
| Q1 2021 | 58 holders, $64.5bn | 24 holders, $36.9bn |
| Q2 2021 | 52 holders, $69.3bn | 21 holders, $42.9bn |
| Q3 2021 | 56 holders, $63.6bn | 26 holders, $42.0bn |
| Q4 2021 | 47 holders, $58.0bn | 27 holders, $39.7bn |
| Q1 2022 | 59 holders, $61.8bn | 20 holders, $45.0bn |
| Q2 2022 | 57 holders, $55.2bn | 36 holders, $33.2bn |
| Q3 2022 | 57 holders, $50.7bn | 35 holders, $32.3bn |
| Q4 2022 | 54 holders, $59.4bn | 35 holders, $34.4bn |
| Q1 2023 | 55 holders, $64.0bn | 32 holders, $38.7bn |
| Q2 2023 | 54 holders, $65.2bn | 30 holders, $40.1bn |
| Q3 2023 | 55 holders, $61.5bn | 34 holders, $34.1bn |
| Q4 2023 | 48 holders, $68.6bn | 28 holders, $42.5bn |
| Q1 2024 | 50 holders, $73.1bn | 33 holders, $52.6bn |
| Q2 2024 | 45 holders, $69.5bn | 31 holders, $52.6bn |
| Q3 2024 | 47 holders, $70.5bn | 30 holders, $60.7bn |
| Q4 2024 | 48 holders, $77.6bn | 26 holders, $65.8bn |
| Q1 2025 | 43 holders, $83.5bn | 33 holders, $59.9bn |
| Q2 2025 | 45 holders, $83.4bn | 29 holders, $69.4bn |
| Q3 2025 | 48 holders, $82.8bn | 30 holders, $70.8bn |
| Q4 2025 | 49 holders, $86.0bn | 31 holders, $77.2bn |
| Q1 2026 | 49 holders, $73.3bn | 33 holders, $61.2bn |
| Q2 2026 | 52 holders, $81.9bn | 30 holders, $65.4bn |
Visa Inc
- Holders
- 48
- Reported value
- $77.6bn
- Buyers
- 15
- Sellers
- 26
Breadth -11 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 (24)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only V (24)
Acadian Asset Management LLC, Akre Capital Management LLC, Citadel Advisors LLC, Egerton Capital UK LLP, Farallon Capital Management LLC, Freestone Grove Partners LP, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, TCI Fund Management Ltd, Two Sigma Advisers LP, Two Sigma Investments LP, ValueAct Holdings LP, Viking Global Investors LP, Voloridge Investment Management LLC, 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.