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
- 17
- Reported value
- $11.4bn
- Buyers
- 10
- Sellers
- 9
Breadth +1 among 95 comparable managers.
American Express Co
- Holders
- 30
- Reported value
- $70.8bn
- Buyers
- 11
- Sellers
- 16
Breadth -5 among 95 comparable managers.
Who holds both, Q3 2025
Both (11)
AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only APO (6)
D1 Capital Partners LP, Holocene Advisors LP, Jane Street Group LLC, Moore Capital Management LP, Third Point LLC, Tiger Global Management LLC
Only AXP (19)
AQR Capital Management LLC, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Dodge & Cox, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Man Group PLC, MFS Investment Management, Millennium Management LLC, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, Wellington Management Group LLP, Winton Group Ltd
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.