Holders over time
- KMPR
- AXP
| Quarter | KMPR | AXP |
|---|---|---|
| Q3 2020 | 2 holders, $548m | 24 holders, $25.7bn |
| Q4 2020 | 2 holders, $666m | 21 holders, $30.8bn |
| Q1 2021 | 3 holders, $683m | 24 holders, $36.9bn |
| Q2 2021 | 4 holders, $559m | 21 holders, $42.9bn |
| Q3 2021 | 3 holders, $583m | 26 holders, $42.0bn |
| Q4 2021 | 5 holders, $597m | 27 holders, $39.7bn |
| Q1 2022 | 5 holders, $663m | 20 holders, $45.0bn |
| Q2 2022 | 4 holders, $649m | 36 holders, $33.2bn |
| Q3 2022 | 4 holders, $442m | 35 holders, $32.3bn |
| Q4 2022 | 3 holders, $542m | 35 holders, $34.4bn |
| Q1 2023 | 3 holders, $547m | 32 holders, $38.7bn |
| Q2 2023 | 4 holders, $425m | 30 holders, $40.1bn |
| Q3 2023 | 4 holders, $385m | 34 holders, $34.1bn |
| Q4 2023 | 4 holders, $422m | 28 holders, $42.5bn |
| Q1 2024 | 5 holders, $304m | 33 holders, $52.6bn |
| Q2 2024 | 3 holders, $260m | 31 holders, $52.6bn |
| Q3 2024 | 4 holders, $255m | 30 holders, $60.7bn |
| Q4 2024 | 5 holders, $275m | 26 holders, $65.8bn |
| Q1 2025 | 4 holders, $316m | 33 holders, $59.9bn |
| Q2 2025 | 4 holders, $311m | 29 holders, $69.4bn |
| Q3 2025 | 6 holders, $334m | 30 holders, $70.8bn |
| Q4 2025 | 8 holders, $238m | 31 holders, $77.2bn |
| Q1 2026 | 7 holders, $127m | 33 holders, $61.2bn |
| Q2 2026 | 4 holders, $38m | 30 holders, $65.4bn |
Kemper Corp
- Holders
- 4
- Reported value
- $311m
- Buyers
- 2
- Sellers
- 2
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 (3)
AQR Capital Management LLC, First Eagle Investment Management LLC, Wellington Management Group LLP
Only KMPR (1)
Only AXP (26)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, 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, 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, T. Rowe Price Associates Inc, 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.