Holders over time
- BRK-B
- AXP
| Quarter | BRK-B | AXP |
|---|---|---|
| Q3 2020 | 28 holders, $12.7bn | 24 holders, $25.7bn |
| Q4 2020 | 32 holders, $12.3bn | 21 holders, $30.8bn |
| Q1 2021 | 31 holders, $12.3bn | 24 holders, $36.9bn |
| Q2 2021 | 33 holders, $13.1bn | 21 holders, $42.9bn |
| Q3 2021 | 33 holders, $13.3bn | 26 holders, $42.0bn |
| Q4 2021 | 34 holders, $14.4bn | 27 holders, $39.7bn |
| Q1 2022 | 29 holders, $16.7bn | 20 holders, $45.0bn |
| Q2 2022 | 38 holders, $14.5bn | 36 holders, $33.2bn |
| Q3 2022 | 28 holders, $14.0bn | 35 holders, $32.3bn |
| Q4 2022 | 31 holders, $16.4bn | 35 holders, $34.4bn |
| Q1 2023 | 26 holders, $16.8bn | 32 holders, $38.7bn |
| Q2 2023 | 29 holders, $16.8bn | 30 holders, $40.1bn |
| Q3 2023 | 34 holders, $17.2bn | 34 holders, $34.1bn |
| Q4 2023 | 29 holders, $16.8bn | 28 holders, $42.5bn |
| Q1 2024 | 31 holders, $19.3bn | 33 holders, $52.6bn |
| Q2 2024 | 32 holders, $18.7bn | 31 holders, $52.6bn |
| Q3 2024 | 27 holders, $21.2bn | 30 holders, $60.7bn |
| Q4 2024 | 33 holders, $21.1bn | 26 holders, $65.8bn |
| Q1 2025 | 31 holders, $26.6bn | 33 holders, $59.9bn |
| Q2 2025 | 39 holders, $21.6bn | 29 holders, $69.4bn |
| Q3 2025 | 41 holders, $23.7bn | 30 holders, $70.8bn |
| Q4 2025 | 36 holders, $23.3bn | 31 holders, $77.2bn |
| Q1 2026 | 36 holders, $26.6bn | 33 holders, $61.2bn |
| Q2 2026 | 41 holders, $28.5bn | 30 holders, $65.4bn |
Berkshire Hathaway Inc Del
- Holders
- 39
- Reported value
- $21.6bn
- Buyers
- 21
- Sellers
- 17
Breadth +4 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 (25)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global 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, Man Group PLC, Markel Group Inc, Neuberger Berman Group LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only BRK-B (14)
Acadian Asset Management LLC, Akre Capital Management LLC, Balyasny Asset Management LLC, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Marshall Wace LLP, Millennium Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, Tudor Investment Corp, Verition Fund Management LLC, Voloridge Investment Management LLC
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.