Holders over time
- FUTU
- AXP
| Quarter | FUTU | AXP |
|---|---|---|
| Q3 2020 | 2 holders, $38m | 24 holders, $25.7bn |
| Q4 2020 | 5 holders, $247m | 21 holders, $30.8bn |
| Q1 2021 | 9 holders, $1.1bn | 24 holders, $36.9bn |
| Q2 2021 | 9 holders, $2.2bn | 21 holders, $42.9bn |
| Q3 2021 | 6 holders, $1.1bn | 26 holders, $42.0bn |
| Q4 2021 | 6 holders, $612m | 27 holders, $39.7bn |
| Q1 2022 | 4 holders, $227m | 20 holders, $45.0bn |
| Q2 2022 | 5 holders, $388m | 36 holders, $33.2bn |
| Q3 2022 | 4 holders, $213m | 35 holders, $32.3bn |
| Q4 2022 | 6 holders, $294m | 35 holders, $34.4bn |
| Q1 2023 | 6 holders, $341m | 32 holders, $38.7bn |
| Q2 2023 | 2 holders, $49m | 30 holders, $40.1bn |
| Q3 2023 | 5 holders, $188m | 34 holders, $34.1bn |
| Q4 2023 | 3 holders, $49m | 28 holders, $42.5bn |
| Q1 2024 | 2 holders, $51m | 33 holders, $52.6bn |
| Q2 2024 | 5 holders, $180m | 31 holders, $52.6bn |
| Q3 2024 | 7 holders, $463m | 30 holders, $60.7bn |
| Q4 2024 | 6 holders, $235m | 26 holders, $65.8bn |
| Q1 2025 | 7 holders, $325m | 33 holders, $59.9bn |
| Q2 2025 | 8 holders, $570m | 29 holders, $69.4bn |
| Q3 2025 | 14 holders, $1.4bn | 30 holders, $70.8bn |
| Q4 2025 | 11 holders, $1.3bn | 31 holders, $77.2bn |
| Q1 2026 | 7 holders, $469m | 33 holders, $61.2bn |
| Q2 2026 | 4 holders, $104m | 30 holders, $65.4bn |
Futu HLDGS LTD
- Holders
- 14
- Reported value
- $1.4bn
- Buyers
- 12
- Sellers
- 1
Breadth +11 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
Only FUTU (10)
Acadian Asset Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Coatue Management LLC, Holocene Advisors LP, Marshall Wace LLP, Moore Capital Management LP, Renaissance Technologies LLC, Two Sigma Advisers LP, Voloridge Investment Management LLC
Only AXP (26)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, 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.