Holders over time
- FUTU
- AXP
| Quarter | FUTU | AXP |
|---|---|---|
| Q3 2020 | 2 holders, $38m | 24 holders, $25.7bn |
| Q4 2020 | 5 holders, $247m | 21 holders, $30.8bn |
| Q1 2021 | 9 holders, $1.1bn | 24 holders, $36.9bn |
| Q2 2021 | 9 holders, $2.2bn | 21 holders, $42.9bn |
| Q3 2021 | 6 holders, $1.1bn | 26 holders, $42.0bn |
| Q4 2021 | 6 holders, $612m | 27 holders, $39.7bn |
| Q1 2022 | 4 holders, $227m | 20 holders, $45.0bn |
| Q2 2022 | 5 holders, $388m | 36 holders, $33.2bn |
| Q3 2022 | 4 holders, $213m | 35 holders, $32.3bn |
| Q4 2022 | 6 holders, $294m | 35 holders, $34.4bn |
| Q1 2023 | 6 holders, $341m | 32 holders, $38.7bn |
| Q2 2023 | 2 holders, $49m | 30 holders, $40.1bn |
| Q3 2023 | 5 holders, $188m | 34 holders, $34.1bn |
| Q4 2023 | 3 holders, $49m | 28 holders, $42.5bn |
| Q1 2024 | 2 holders, $51m | 33 holders, $52.6bn |
| Q2 2024 | 5 holders, $180m | 31 holders, $52.6bn |
| Q3 2024 | 7 holders, $463m | 30 holders, $60.7bn |
| Q4 2024 | 6 holders, $235m | 26 holders, $65.8bn |
| Q1 2025 | 7 holders, $325m | 33 holders, $59.9bn |
| Q2 2025 | 8 holders, $570m | 29 holders, $69.4bn |
| Q3 2025 | 14 holders, $1.4bn | 30 holders, $70.8bn |
| Q4 2025 | 11 holders, $1.3bn | 31 holders, $77.2bn |
| Q1 2026 | 7 holders, $469m | 33 holders, $61.2bn |
| Q2 2026 | 4 holders, $104m | 30 holders, $65.4bn |
Futu HLDGS LTD
- Holders
- 8
- Reported value
- $570m
- Buyers
- 6
- Sellers
- 3
Breadth +3 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
Only FUTU (5)
ARK Investment Management LLC, Caxton Associates LLP, Renaissance Technologies LLC, Two Sigma Advisers LP, Voloridge Investment Management LLC
Only AXP (26)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, 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, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, Wellington Management Group LLP, Winton Group Ltd, 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.