Holders over time
- AXS
- AXP
| Quarter | AXS | AXP |
|---|---|---|
| Q3 2020 | 5 holders, $603m | 24 holders, $25.7bn |
| Q4 2020 | 4 holders, $589m | 21 holders, $30.8bn |
| Q1 2021 | 4 holders, $571m | 24 holders, $36.9bn |
| Q2 2021 | 3 holders, $535m | 21 holders, $42.9bn |
| Q3 2021 | 4 holders, $526m | 26 holders, $42.0bn |
| Q4 2021 | 6 holders, $655m | 27 holders, $39.7bn |
| Q1 2022 | 6 holders, $742m | 20 holders, $45.0bn |
| Q2 2022 | 5 holders, $672m | 36 holders, $33.2bn |
| Q3 2022 | 3 holders, $44m | 35 holders, $32.3bn |
| Q4 2022 | 3 holders, $46m | 35 holders, $34.4bn |
| Q1 2023 | 7 holders, $159m | 32 holders, $38.7bn |
| Q2 2023 | 8 holders, $246m | 30 holders, $40.1bn |
| Q3 2023 | 5 holders, $264m | 34 holders, $34.1bn |
| Q4 2023 | 6 holders, $335m | 28 holders, $42.5bn |
| Q1 2024 | 10 holders, $504m | 33 holders, $52.6bn |
| Q2 2024 | 7 holders, $436m | 31 holders, $52.6bn |
| Q3 2024 | 8 holders, $602m | 30 holders, $60.7bn |
| Q4 2024 | 10 holders, $684m | 26 holders, $65.8bn |
| Q1 2025 | 10 holders, $1.0bn | 33 holders, $59.9bn |
| Q2 2025 | 10 holders, $1.1bn | 29 holders, $69.4bn |
| Q3 2025 | 11 holders, $946m | 30 holders, $70.8bn |
| Q4 2025 | 13 holders, $1.1bn | 31 holders, $77.2bn |
| Q1 2026 | 15 holders, $1.2bn | 33 holders, $61.2bn |
| Q2 2026 | 14 holders, $1.5bn | 30 holders, $65.4bn |
Axis Cap HLDGS LTD
- Holders
- 10
- Reported value
- $1.0bn
- Buyers
- 7
- Sellers
- 3
Breadth +4 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 (8)
AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, First Eagle Investment Management LLC, Janus Henderson Group Ltd, MFS Investment Management, T. Rowe Price Associates Inc, Woodline Partners LP
Only AXS (2)
Only AXP (25)
Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, 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, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Walleye Capital LLC, Wellington Management Group LLP
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.