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
- 19
- Reported value
- $10.8bn
- Buyers
- 9
- Sellers
- 12
Breadth -3 among 95 comparable managers.
American Express Co
- Holders
- 33
- Reported value
- $59.9bn
- Buyers
- 17
- Sellers
- 13
Breadth +4 among 95 comparable managers.
Who holds both, Q1 2025
Both (14)
AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only AIG (5)
Brevan Howard Capital Management LP, Jane Street Group LLC, Steadfast Capital Management LP, Two Sigma Investments LP, Verition Fund Management LLC
Only AXP (19)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, First Eagle Investment Management LLC, GAMCO Investors Inc, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Millennium Management LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Tudor Investment Corp, Walleye Capital LLC, 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.