Holders over time
- AMP
- V
| Quarter | AMP | V |
|---|---|---|
| Q3 2020 | 6 holders, $235m | 55 holders, $62.2bn |
| Q4 2020 | 13 holders, $211m | 52 holders, $67.1bn |
| Q1 2021 | 13 holders, $667m | 58 holders, $64.5bn |
| Q2 2021 | 13 holders, $872m | 52 holders, $69.3bn |
| Q3 2021 | 17 holders, $1.0bn | 56 holders, $63.6bn |
| Q4 2021 | 18 holders, $1.5bn | 47 holders, $58.0bn |
| Q1 2022 | 16 holders, $1.5bn | 59 holders, $61.8bn |
| Q2 2022 | 11 holders, $635m | 57 holders, $55.2bn |
| Q3 2022 | 13 holders, $764m | 57 holders, $50.7bn |
| Q4 2022 | 18 holders, $1.7bn | 54 holders, $59.4bn |
| Q1 2023 | 16 holders, $1.4bn | 55 holders, $64.0bn |
| Q2 2023 | 18 holders, $1.5bn | 54 holders, $65.2bn |
| Q3 2023 | 17 holders, $1.7bn | 55 holders, $61.5bn |
| Q4 2023 | 13 holders, $1.8bn | 48 holders, $68.6bn |
| Q1 2024 | 19 holders, $2.0bn | 50 holders, $73.1bn |
| Q2 2024 | 13 holders, $1.8bn | 45 holders, $69.5bn |
| Q3 2024 | 12 holders, $1.5bn | 47 holders, $70.5bn |
| Q4 2024 | 12 holders, $1.6bn | 48 holders, $77.6bn |
| Q1 2025 | 13 holders, $1.1bn | 43 holders, $83.5bn |
| Q2 2025 | 13 holders, $1.3bn | 45 holders, $83.4bn |
| Q3 2025 | 20 holders, $2.0bn | 48 holders, $82.8bn |
| Q4 2025 | 20 holders, $2.9bn | 49 holders, $86.0bn |
| Q1 2026 | 22 holders, $2.8bn | 49 holders, $73.3bn |
| Q2 2026 | 18 holders, $2.0bn | 52 holders, $81.9bn |
Ameriprise Finl Inc
- Holders
- 20
- Reported value
- $2.9bn
- Buyers
- 15
- Sellers
- 20
Breadth -5 among 92 comparable managers.
Visa Inc
- Holders
- 49
- Reported value
- $86.0bn
- Buyers
- 29
- Sellers
- 26
Breadth +3 among 92 comparable managers.
Who holds both, Q4 2025
Both (18)
Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Woodline Partners LP
Only AMP (2)
Only V (31)
Akre Capital Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Capital Research Global Investors, Citadel Advisors LLC, Egerton Capital UK LLP, Farallon Capital Management LLC, Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, Lone Pine Capital LLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, Steadfast Capital Management LP, TCI Fund Management Ltd, and 6 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.