Holders over time
- BX
- AXP
| Quarter | BX | AXP |
|---|---|---|
| Q3 2020 | 17 holders, $5.5bn | 24 holders, $25.7bn |
| Q4 2020 | 18 holders, $7.0bn | 21 holders, $30.8bn |
| Q1 2021 | 22 holders, $7.1bn | 24 holders, $36.9bn |
| Q2 2021 | 19 holders, $7.2bn | 21 holders, $42.9bn |
| Q3 2021 | 18 holders, $7.6bn | 26 holders, $42.0bn |
| Q4 2021 | 24 holders, $8.6bn | 27 holders, $39.7bn |
| Q1 2022 | 21 holders, $7.2bn | 20 holders, $45.0bn |
| Q2 2022 | 17 holders, $4.9bn | 36 holders, $33.2bn |
| Q3 2022 | 21 holders, $4.6bn | 35 holders, $32.3bn |
| Q4 2022 | 16 holders, $5.0bn | 35 holders, $34.4bn |
| Q1 2023 | 12 holders, $5.4bn | 32 holders, $38.7bn |
| Q2 2023 | 18 holders, $6.3bn | 30 holders, $40.1bn |
| Q3 2023 | 13 holders, $5.6bn | 34 holders, $34.1bn |
| Q4 2023 | 11 holders, $6.9bn | 28 holders, $42.5bn |
| Q1 2024 | 13 holders, $7.3bn | 33 holders, $52.6bn |
| Q2 2024 | 13 holders, $6.8bn | 31 holders, $52.6bn |
| Q3 2024 | 14 holders, $8.6bn | 30 holders, $60.7bn |
| Q4 2024 | 16 holders, $9.7bn | 26 holders, $65.8bn |
| Q1 2025 | 20 holders, $6.7bn | 33 holders, $59.9bn |
| Q2 2025 | 21 holders, $6.8bn | 29 holders, $69.4bn |
| Q3 2025 | 19 holders, $7.7bn | 30 holders, $70.8bn |
| Q4 2025 | 22 holders, $7.4bn | 31 holders, $77.2bn |
| Q1 2026 | 19 holders, $5.3bn | 33 holders, $61.2bn |
| Q2 2026 | 14 holders, $4.1bn | 30 holders, $65.4bn |
Blackstone Group Inc
- Holders
- 19
- Reported value
- $7.7bn
- Buyers
- 12
- Sellers
- 7
Breadth +5 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 (14)
AllianceBernstein LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only BX (5)
Balyasny Asset Management LLC, Eisler Capital Management Ltd, Freestone Grove Partners LP, Marshall Wace LLP, Moore Capital Management LP
Only AXP (16)
AQR Capital Management LLC, Artisan Partners LP, Berkshire Hathaway Inc, Caxton Associates LLP, Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Harris Associates 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.