Holders over time
- AMP
- V
| Quarter | AMP | V |
|---|---|---|
| Q3 2020 | 6 holders, $235m | 55 holders, $62.2bn |
| Q4 2020 | 13 holders, $211m | 52 holders, $67.1bn |
| Q1 2021 | 13 holders, $667m | 58 holders, $64.5bn |
| Q2 2021 | 13 holders, $872m | 52 holders, $69.3bn |
| Q3 2021 | 17 holders, $1.0bn | 56 holders, $63.6bn |
| Q4 2021 | 18 holders, $1.5bn | 47 holders, $58.0bn |
| Q1 2022 | 16 holders, $1.5bn | 59 holders, $61.8bn |
| Q2 2022 | 11 holders, $635m | 57 holders, $55.2bn |
| Q3 2022 | 13 holders, $764m | 57 holders, $50.7bn |
| Q4 2022 | 18 holders, $1.7bn | 54 holders, $59.4bn |
| Q1 2023 | 16 holders, $1.4bn | 55 holders, $64.0bn |
| Q2 2023 | 18 holders, $1.5bn | 54 holders, $65.2bn |
| Q3 2023 | 17 holders, $1.7bn | 55 holders, $61.5bn |
| Q4 2023 | 13 holders, $1.8bn | 48 holders, $68.6bn |
| Q1 2024 | 19 holders, $2.0bn | 50 holders, $73.1bn |
| Q2 2024 | 13 holders, $1.8bn | 45 holders, $69.5bn |
| Q3 2024 | 12 holders, $1.5bn | 47 holders, $70.5bn |
| Q4 2024 | 12 holders, $1.6bn | 48 holders, $77.6bn |
| Q1 2025 | 13 holders, $1.1bn | 43 holders, $83.5bn |
| Q2 2025 | 13 holders, $1.3bn | 45 holders, $83.4bn |
| Q3 2025 | 20 holders, $2.0bn | 48 holders, $82.8bn |
| Q4 2025 | 20 holders, $2.9bn | 49 holders, $86.0bn |
| Q1 2026 | 22 holders, $2.8bn | 49 holders, $73.3bn |
| Q2 2026 | 18 holders, $2.0bn | 52 holders, $81.9bn |
Ameriprise Finl Inc
- Holders
- 13
- Reported value
- $1.1bn
- Buyers
- 9
- Sellers
- 3
Breadth +6 among 95 comparable managers.
Visa Inc
- Holders
- 43
- Reported value
- $83.5bn
- Buyers
- 19
- Sellers
- 23
Breadth -4 among 95 comparable managers.
Who holds both, Q1 2025
Both (12)
AQR Capital Management LLC, Bridgewater Associates LP, Capital World Investors, Dodge & Cox, Element Capital Management LLC, GAMCO Investors Inc, Invesco Ltd, Man Group PLC, MFS Investment Management, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Woodline Partners LP
Only AMP (1)
Only V (31)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Egerton Capital UK LLP, Farallon Capital Management LLC, Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, TCI Fund Management Ltd, and 6 more
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.