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NMIH · AXP in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • NMIH
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterNMIHAXP
Q3 20204 holders, $106m24 holders, $25.7bn
Q4 20205 holders, $143m21 holders, $30.8bn
Q1 20213 holders, $120m24 holders, $36.9bn
Q2 20214 holders, $113m21 holders, $42.9bn
Q3 20213 holders, $122m26 holders, $42.0bn
Q4 20213 holders, $119m27 holders, $39.7bn
Q1 20227 holders, $137m20 holders, $45.0bn
Q2 20225 holders, $111m36 holders, $33.2bn
Q3 20224 holders, $133m35 holders, $32.3bn
Q4 20224 holders, $127m35 holders, $34.4bn
Q1 20234 holders, $137m32 holders, $38.7bn
Q2 20235 holders, $161m30 holders, $40.1bn
Q3 20235 holders, $176m34 holders, $34.1bn
Q4 20235 holders, $180m28 holders, $42.5bn
Q1 20246 holders, $87m33 holders, $52.6bn
Q2 20244 holders, $49m31 holders, $52.6bn
Q3 20247 holders, $110m30 holders, $60.7bn
Q4 20244 holders, $74m26 holders, $65.8bn
Q1 20256 holders, $79m33 holders, $59.9bn
Q2 20256 holders, $90m29 holders, $69.4bn
Q3 20254 holders, $71m30 holders, $70.8bn
Q4 20253 holders, $80m31 holders, $77.2bn
Q1 20262 holders, $29m33 holders, $61.2bn
Q2 20263 holders, $28m30 holders, $65.4bn
NMIH

Nmi HLDGS Inc

Holders
4
Reported value
$71m
Buyers
3
Sellers
0

Breadth +3 among 95 comparable managers.

AXP

American Express Co

Holders
30
Reported value
$70.8bn
Buyers
11
Sellers
16

Breadth -5 among 95 comparable managers.

Who holds both, Q3 2025

Among the 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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