Holders over time
- AON
- AXP
| Quarter | AON | AXP |
|---|---|---|
| Q3 2020 | 26 holders, $10.9bn | 24 holders, $25.7bn |
| Q4 2020 | 30 holders, $10.7bn | 21 holders, $30.8bn |
| Q1 2021 | 32 holders, $12.0bn | 24 holders, $36.9bn |
| Q2 2021 | 34 holders, $13.2bn | 21 holders, $42.9bn |
| Q3 2021 | 27 holders, $13.3bn | 26 holders, $42.0bn |
| Q4 2021 | 31 holders, $14.0bn | 27 holders, $39.7bn |
| Q1 2022 | 23 holders, $15.7bn | 20 holders, $45.0bn |
| Q2 2022 | 32 holders, $12.5bn | 36 holders, $33.2bn |
| Q3 2022 | 24 holders, $11.7bn | 35 holders, $32.3bn |
| Q4 2022 | 27 holders, $12.4bn | 35 holders, $34.4bn |
| Q1 2023 | 23 holders, $12.4bn | 32 holders, $38.7bn |
| Q2 2023 | 17 holders, $13.8bn | 30 holders, $40.1bn |
| Q3 2023 | 21 holders, $12.3bn | 34 holders, $34.1bn |
| Q4 2023 | 24 holders, $10.0bn | 28 holders, $42.5bn |
| Q1 2024 | 23 holders, $11.2bn | 33 holders, $52.6bn |
| Q2 2024 | 21 holders, $11.0bn | 31 holders, $52.6bn |
| Q3 2024 | 25 holders, $13.5bn | 30 holders, $60.7bn |
| Q4 2024 | 24 holders, $14.1bn | 26 holders, $65.8bn |
| Q1 2025 | 24 holders, $15.9bn | 33 holders, $59.9bn |
| Q2 2025 | 24 holders, $15.0bn | 29 holders, $69.4bn |
| Q3 2025 | 30 holders, $16.0bn | 30 holders, $70.8bn |
| Q4 2025 | 25 holders, $16.1bn | 31 holders, $77.2bn |
| Q1 2026 | 23 holders, $14.0bn | 33 holders, $61.2bn |
| Q2 2026 | 24 holders, $15.0bn | 30 holders, $65.4bn |
Aon PLC
- Holders
- 25
- Reported value
- $16.1bn
- Buyers
- 17
- Sellers
- 25
Breadth -8 among 92 comparable managers.
American Express Co
- Holders
- 31
- Reported value
- $77.2bn
- Buyers
- 17
- Sellers
- 22
Breadth -5 among 92 comparable managers.
Who holds both, Q4 2025
Both (16)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital World Investors, Dodge & Cox, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Woodline Partners LP
Only AON (9)
Arrowstreet Capital LP, Farallon Capital Management LLC, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC, Viking Global Investors LP
Only AXP (15)
Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Janus Henderson Group Ltd, Man Group PLC, 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.