Holders over time
- APO
- AXP
| Quarter | APO | AXP |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 24 holders, $25.7bn |
| Q4 2020 | none listed holders, n.a. | 21 holders, $30.8bn |
| Q1 2021 | none listed holders, n.a. | 24 holders, $36.9bn |
| Q2 2021 | none listed holders, n.a. | 21 holders, $42.9bn |
| Q3 2021 | none listed holders, n.a. | 26 holders, $42.0bn |
| Q4 2021 | none listed holders, n.a. | 27 holders, $39.7bn |
| Q1 2022 | 13 holders, $3.8bn | 20 holders, $45.0bn |
| Q2 2022 | 10 holders, $3.0bn | 36 holders, $33.2bn |
| Q3 2022 | 14 holders, $2.8bn | 35 holders, $32.3bn |
| Q4 2022 | 13 holders, $3.8bn | 35 holders, $34.4bn |
| Q1 2023 | 12 holders, $4.0bn | 32 holders, $38.7bn |
| Q2 2023 | 11 holders, $5.3bn | 30 holders, $40.1bn |
| Q3 2023 | 21 holders, $7.2bn | 34 holders, $34.1bn |
| Q4 2023 | 22 holders, $8.0bn | 28 holders, $42.5bn |
| Q1 2024 | 23 holders, $10.0bn | 33 holders, $52.6bn |
| Q2 2024 | 27 holders, $11.6bn | 31 holders, $52.6bn |
| Q3 2024 | 25 holders, $12.6bn | 30 holders, $60.7bn |
| Q4 2024 | 24 holders, $15.8bn | 26 holders, $65.8bn |
| Q1 2025 | 26 holders, $11.5bn | 33 holders, $59.9bn |
| Q2 2025 | 23 holders, $11.7bn | 29 holders, $69.4bn |
| Q3 2025 | 17 holders, $11.4bn | 30 holders, $70.8bn |
| Q4 2025 | 13 holders, $12.0bn | 31 holders, $77.2bn |
| Q1 2026 | 17 holders, $9.2bn | 33 holders, $61.2bn |
| Q2 2026 | 17 holders, $9.6bn | 30 holders, $65.4bn |
Apollo Global MGMT Inc
- Holders
- 23
- Reported value
- $11.7bn
- Buyers
- 11
- Sellers
- 11
Breadth 0 among 95 comparable managers.
American Express Co
- Holders
- 29
- Reported value
- $69.4bn
- Buyers
- 11
- Sellers
- 15
Breadth -4 among 95 comparable managers.
Who holds both, Q2 2025
Both (13)
AllianceBernstein LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only APO (10)
D1 Capital Partners LP, Freestone Grove Partners LP, Marshall Wace LLP, Moore Capital Management LP, Quantbot Technologies LP, Third Point LLC, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Walleye Capital LLC
Only AXP (16)
AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, D. E. Shaw & Co., Dodge & Cox, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Man Group PLC, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, Winton Group Ltd, 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.