Holders over time
- AXS
- AXP
| Quarter | AXS | AXP |
|---|---|---|
| Q3 2020 | 5 holders, $603m | 24 holders, $25.7bn |
| Q4 2020 | 4 holders, $589m | 21 holders, $30.8bn |
| Q1 2021 | 4 holders, $571m | 24 holders, $36.9bn |
| Q2 2021 | 3 holders, $535m | 21 holders, $42.9bn |
| Q3 2021 | 4 holders, $526m | 26 holders, $42.0bn |
| Q4 2021 | 6 holders, $655m | 27 holders, $39.7bn |
| Q1 2022 | 6 holders, $742m | 20 holders, $45.0bn |
| Q2 2022 | 5 holders, $672m | 36 holders, $33.2bn |
| Q3 2022 | 3 holders, $44m | 35 holders, $32.3bn |
| Q4 2022 | 3 holders, $46m | 35 holders, $34.4bn |
| Q1 2023 | 7 holders, $159m | 32 holders, $38.7bn |
| Q2 2023 | 8 holders, $246m | 30 holders, $40.1bn |
| Q3 2023 | 5 holders, $264m | 34 holders, $34.1bn |
| Q4 2023 | 6 holders, $335m | 28 holders, $42.5bn |
| Q1 2024 | 10 holders, $504m | 33 holders, $52.6bn |
| Q2 2024 | 7 holders, $436m | 31 holders, $52.6bn |
| Q3 2024 | 8 holders, $602m | 30 holders, $60.7bn |
| Q4 2024 | 10 holders, $684m | 26 holders, $65.8bn |
| Q1 2025 | 10 holders, $1.0bn | 33 holders, $59.9bn |
| Q2 2025 | 10 holders, $1.1bn | 29 holders, $69.4bn |
| Q3 2025 | 11 holders, $946m | 30 holders, $70.8bn |
| Q4 2025 | 13 holders, $1.1bn | 31 holders, $77.2bn |
| Q1 2026 | 15 holders, $1.2bn | 33 holders, $61.2bn |
| Q2 2026 | 14 holders, $1.5bn | 30 holders, $65.4bn |
Axis Cap HLDGS LTD
- Holders
- 13
- Reported value
- $1.1bn
- Buyers
- 21
- Sellers
- 13
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 (7)
AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, First Eagle Investment Management LLC, Janus Henderson Group Ltd, MFS Investment Management, Woodline Partners LP
Only AXS (6)
Arrowstreet Capital LP, Freestone Grove Partners LP, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Voloridge Investment Management LLC
Only AXP (24)
AllianceBernstein LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Neuberger Berman Group LLC, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Walleye Capital 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.