Holders over time
- WYFI
- AXP
| Quarter | WYFI | 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 | none listed holders, n.a. | 20 holders, $45.0bn |
| Q2 2022 | none listed holders, n.a. | 36 holders, $33.2bn |
| Q3 2022 | none listed holders, n.a. | 35 holders, $32.3bn |
| Q4 2022 | none listed holders, n.a. | 35 holders, $34.4bn |
| Q1 2023 | none listed holders, n.a. | 32 holders, $38.7bn |
| Q2 2023 | none listed holders, n.a. | 30 holders, $40.1bn |
| Q3 2023 | none listed holders, n.a. | 34 holders, $34.1bn |
| Q4 2023 | none listed holders, n.a. | 28 holders, $42.5bn |
| Q1 2024 | none listed holders, n.a. | 33 holders, $52.6bn |
| Q2 2024 | none listed holders, n.a. | 31 holders, $52.6bn |
| Q3 2024 | none listed holders, n.a. | 30 holders, $60.7bn |
| Q4 2024 | none listed holders, n.a. | 26 holders, $65.8bn |
| Q1 2025 | none listed holders, n.a. | 33 holders, $59.9bn |
| Q2 2025 | none listed holders, n.a. | 29 holders, $69.4bn |
| Q3 2025 | 1 holders, $3.4m | 30 holders, $70.8bn |
| Q4 2025 | none listed holders, n.a. | 31 holders, $77.2bn |
| Q1 2026 | none listed holders, n.a. | 33 holders, $61.2bn |
| Q2 2026 | 1 holders, $1.0m | 30 holders, $65.4bn |
- Holders
- 1
- Reported value
- $3.4m
- Buyers
- 1
- Sellers
- 0
Not ranked this quarter: its new positions are allocations in a new listing.
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 (0)
No tracked manager lists every one of them.
Only WYFI (1)
Only AXP (30)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, 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, and 5 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.