Holders over time
- COIN
- AXP
| Quarter | COIN | 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 | 10 holders, $2.9bn | 21 holders, $42.9bn |
| Q3 2021 | 10 holders, $3.6bn | 26 holders, $42.0bn |
| Q4 2021 | 15 holders, $4.7bn | 27 holders, $39.7bn |
| Q1 2022 | 10 holders, $2.7bn | 20 holders, $45.0bn |
| Q2 2022 | 7 holders, $1.2bn | 36 holders, $33.2bn |
| Q3 2022 | 7 holders, $849m | 35 holders, $32.3bn |
| Q4 2022 | 7 holders, $586m | 35 holders, $34.4bn |
| Q1 2023 | 8 holders, $1.5bn | 32 holders, $38.7bn |
| Q2 2023 | 11 holders, $1.6bn | 30 holders, $40.1bn |
| Q3 2023 | 7 holders, $1.2bn | 34 holders, $34.1bn |
| Q4 2023 | 17 holders, $3.8bn | 28 holders, $42.5bn |
| Q1 2024 | 16 holders, $5.2bn | 33 holders, $52.6bn |
| Q2 2024 | 18 holders, $5.0bn | 31 holders, $52.6bn |
| Q3 2024 | 15 holders, $3.4bn | 30 holders, $60.7bn |
| Q4 2024 | 17 holders, $5.6bn | 26 holders, $65.8bn |
| Q1 2025 | 10 holders, $1.4bn | 33 holders, $59.9bn |
| Q2 2025 | 23 holders, $4.9bn | 29 holders, $69.4bn |
| Q3 2025 | 18 holders, $4.4bn | 30 holders, $70.8bn |
| Q4 2025 | 14 holders, $2.4bn | 31 holders, $77.2bn |
| Q1 2026 | 10 holders, $1.7bn | 33 holders, $61.2bn |
| Q2 2026 | 9 holders, $1.0bn | 30 holders, $65.4bn |
Coinbase Global Inc
- Holders
- 18
- Reported value
- $4.4bn
- Buyers
- 12
- Sellers
- 10
Breadth +2 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, Artisan Partners LP, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, T. Rowe Price Associates Inc, Winton Group Ltd, Woodline Partners LP
Only COIN (7)
ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Moore Capital Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP
Only AXP (19)
AQR Capital Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, Wellington Management Group LLP
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.