Holders over time
- AXP
- V
| Quarter | AXP | V |
|---|---|---|
| Q3 2020 | 24 holders, $25.7bn | 55 holders, $62.2bn |
| Q4 2020 | 21 holders, $30.8bn | 52 holders, $67.1bn |
| Q1 2021 | 24 holders, $36.9bn | 58 holders, $64.5bn |
| Q2 2021 | 21 holders, $42.9bn | 52 holders, $69.3bn |
| Q3 2021 | 26 holders, $42.0bn | 56 holders, $63.6bn |
| Q4 2021 | 27 holders, $39.7bn | 47 holders, $58.0bn |
| Q1 2022 | 20 holders, $45.0bn | 59 holders, $61.8bn |
| Q2 2022 | 36 holders, $33.2bn | 57 holders, $55.2bn |
| Q3 2022 | 35 holders, $32.3bn | 57 holders, $50.7bn |
| Q4 2022 | 35 holders, $34.4bn | 54 holders, $59.4bn |
| Q1 2023 | 32 holders, $38.7bn | 55 holders, $64.0bn |
| Q2 2023 | 30 holders, $40.1bn | 54 holders, $65.2bn |
| Q3 2023 | 34 holders, $34.1bn | 55 holders, $61.5bn |
| Q4 2023 | 28 holders, $42.5bn | 48 holders, $68.6bn |
| Q1 2024 | 33 holders, $52.6bn | 50 holders, $73.1bn |
| Q2 2024 | 31 holders, $52.6bn | 45 holders, $69.5bn |
| Q3 2024 | 30 holders, $60.7bn | 47 holders, $70.5bn |
| Q4 2024 | 26 holders, $65.8bn | 48 holders, $77.6bn |
| Q1 2025 | 33 holders, $59.9bn | 43 holders, $83.5bn |
| Q2 2025 | 29 holders, $69.4bn | 45 holders, $83.4bn |
| Q3 2025 | 30 holders, $70.8bn | 48 holders, $82.8bn |
| Q4 2025 | 31 holders, $77.2bn | 49 holders, $86.0bn |
| Q1 2026 | 33 holders, $61.2bn | 49 holders, $73.3bn |
| Q2 2026 | 30 holders, $65.4bn | 52 holders, $81.9bn |
American Express Co
- Holders
- 31
- Reported value
- $77.2bn
- Buyers
- 17
- Sellers
- 22
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 (22)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only AXP (9)
Brevan Howard Capital Management LP, Caxton Associates LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Hudson Bay Capital Management LP, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, Walleye Capital LLC
Only V (27)
Acadian Asset Management LLC, Akre Capital Management LLC, Arrowstreet Capital LP, Citadel Advisors LLC, D. E. Shaw & Co., Egerton Capital UK LLP, Farallon Capital Management LLC, Freestone Grove Partners LP, Holocene Advisors LP, Lone Pine Capital LLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Soroban Capital Partners LP, Steadfast Capital Management LP, TCI Fund Management Ltd, Two Sigma Advisers LP, Two Sigma Investments LP, ValueAct Holdings LP, Viking Global Investors LP, and 2 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.