Holders over time
- QFIN
- AXP
| Quarter | QFIN | AXP |
|---|---|---|
| Q3 2020 | 2 holders, $10m | 24 holders, $25.7bn |
| Q4 2020 | 3 holders, $25m | 21 holders, $30.8bn |
| Q1 2021 | 7 holders, $177m | 24 holders, $36.9bn |
| Q2 2021 | 7 holders, $188m | 21 holders, $42.9bn |
| Q3 2021 | 3 holders, $25m | 26 holders, $42.0bn |
| Q4 2021 | 3 holders, $37m | 27 holders, $39.7bn |
| Q1 2022 | 1 holders, $6.9m | 20 holders, $45.0bn |
| Q2 2022 | 1 holders, $7.7m | 36 holders, $33.2bn |
| Q3 2022 | 1 holders, $14m | 35 holders, $32.3bn |
| Q4 2022 | 2 holders, $29m | 35 holders, $34.4bn |
| Q1 2023 | 1 holders, $23m | 32 holders, $38.7bn |
| Q2 2023 | 1 holders, $5.1m | 30 holders, $40.1bn |
| Q3 2023 | 1 holders, $4.6m | 34 holders, $34.1bn |
| Q4 2023 | 1 holders, $4.2m | 28 holders, $42.5bn |
| Q1 2024 | 1 holders, $3.0m | 33 holders, $52.6bn |
| Q2 2024 | 2 holders, $27m | 31 holders, $52.6bn |
| Q3 2024 | 6 holders, $280m | 30 holders, $60.7bn |
| Q4 2024 | 9 holders, $582m | 26 holders, $65.8bn |
| Q1 2025 | 11 holders, $760m | 33 holders, $59.9bn |
| Q2 2025 | 6 holders, $699m | 29 holders, $69.4bn |
| Q3 2025 | 3 holders, $222m | 30 holders, $70.8bn |
| Q4 2025 | 2 holders, $79m | 31 holders, $77.2bn |
| Q1 2026 | 2 holders, $36m | 33 holders, $61.2bn |
| Q2 2026 | 1 holders, $35m | 30 holders, $65.4bn |
Qfin Holdings Inc
- Holders
- 11
- Reported value
- $760m
- Buyers
- 6
- Sellers
- 5
Breadth +1 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 (7)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Caxton Associates LLP, Man Group PLC, Schonfeld Strategic Advisors LLC
Only QFIN (4)
Acadian Asset Management LLC, Coatue Management LLC, Marshall Wace LLP, Point72 Asset Management LP
Only AXP (26)
Artisan Partners LP, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Walleye Capital LLC, Wellington Management Group LLP, and 1 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.