Holders over time
- AMP
- V
| Quarter | AMP | V |
|---|---|---|
| Q3 2020 | 6 holders, $235m | 55 holders, $62.2bn |
| Q4 2020 | 13 holders, $211m | 52 holders, $67.1bn |
| Q1 2021 | 13 holders, $667m | 58 holders, $64.5bn |
| Q2 2021 | 13 holders, $872m | 52 holders, $69.3bn |
| Q3 2021 | 17 holders, $1.0bn | 56 holders, $63.6bn |
| Q4 2021 | 18 holders, $1.5bn | 47 holders, $58.0bn |
| Q1 2022 | 16 holders, $1.5bn | 59 holders, $61.8bn |
| Q2 2022 | 11 holders, $635m | 57 holders, $55.2bn |
| Q3 2022 | 13 holders, $764m | 57 holders, $50.7bn |
| Q4 2022 | 18 holders, $1.7bn | 54 holders, $59.4bn |
| Q1 2023 | 16 holders, $1.4bn | 55 holders, $64.0bn |
| Q2 2023 | 18 holders, $1.5bn | 54 holders, $65.2bn |
| Q3 2023 | 17 holders, $1.7bn | 55 holders, $61.5bn |
| Q4 2023 | 13 holders, $1.8bn | 48 holders, $68.6bn |
| Q1 2024 | 19 holders, $2.0bn | 50 holders, $73.1bn |
| Q2 2024 | 13 holders, $1.8bn | 45 holders, $69.5bn |
| Q3 2024 | 12 holders, $1.5bn | 47 holders, $70.5bn |
| Q4 2024 | 12 holders, $1.6bn | 48 holders, $77.6bn |
| Q1 2025 | 13 holders, $1.1bn | 43 holders, $83.5bn |
| Q2 2025 | 13 holders, $1.3bn | 45 holders, $83.4bn |
| Q3 2025 | 20 holders, $2.0bn | 48 holders, $82.8bn |
| Q4 2025 | 20 holders, $2.9bn | 49 holders, $86.0bn |
| Q1 2026 | 22 holders, $2.8bn | 49 holders, $73.3bn |
| Q2 2026 | 18 holders, $2.0bn | 52 holders, $81.9bn |
Ameriprise Finl Inc
- Holders
- 20
- Reported value
- $2.0bn
- Buyers
- 17
- Sellers
- 4
Breadth +13 among 95 comparable managers.
Visa Inc
- Holders
- 48
- Reported value
- $82.8bn
- Buyers
- 31
- Sellers
- 14
Breadth +17 among 95 comparable managers.
Who holds both, Q3 2025
Both (16)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Dodge & Cox, Element Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only AMP (4)
Jane Street Group LLC, Marshall Wace LLP, Tudor Investment Corp, Voloridge Investment Management LLC
Only V (32)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, Markel Group Inc, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, and 7 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.