Holders over time
- BX
- AXP
| Quarter | BX | AXP |
|---|---|---|
| Q3 2020 | 17 holders, $5.5bn | 24 holders, $25.7bn |
| Q4 2020 | 18 holders, $7.0bn | 21 holders, $30.8bn |
| Q1 2021 | 22 holders, $7.1bn | 24 holders, $36.9bn |
| Q2 2021 | 19 holders, $7.2bn | 21 holders, $42.9bn |
| Q3 2021 | 18 holders, $7.6bn | 26 holders, $42.0bn |
| Q4 2021 | 24 holders, $8.6bn | 27 holders, $39.7bn |
| Q1 2022 | 21 holders, $7.2bn | 20 holders, $45.0bn |
| Q2 2022 | 17 holders, $4.9bn | 36 holders, $33.2bn |
| Q3 2022 | 21 holders, $4.6bn | 35 holders, $32.3bn |
| Q4 2022 | 16 holders, $5.0bn | 35 holders, $34.4bn |
| Q1 2023 | 12 holders, $5.4bn | 32 holders, $38.7bn |
| Q2 2023 | 18 holders, $6.3bn | 30 holders, $40.1bn |
| Q3 2023 | 13 holders, $5.6bn | 34 holders, $34.1bn |
| Q4 2023 | 11 holders, $6.9bn | 28 holders, $42.5bn |
| Q1 2024 | 13 holders, $7.3bn | 33 holders, $52.6bn |
| Q2 2024 | 13 holders, $6.8bn | 31 holders, $52.6bn |
| Q3 2024 | 14 holders, $8.6bn | 30 holders, $60.7bn |
| Q4 2024 | 16 holders, $9.7bn | 26 holders, $65.8bn |
| Q1 2025 | 20 holders, $6.7bn | 33 holders, $59.9bn |
| Q2 2025 | 21 holders, $6.8bn | 29 holders, $69.4bn |
| Q3 2025 | 19 holders, $7.7bn | 30 holders, $70.8bn |
| Q4 2025 | 22 holders, $7.4bn | 31 holders, $77.2bn |
| Q1 2026 | 19 holders, $5.3bn | 33 holders, $61.2bn |
| Q2 2026 | 14 holders, $4.1bn | 30 holders, $65.4bn |
Blackstone Group Inc
- Holders
- 22
- Reported value
- $7.4bn
- Buyers
- 25
- Sellers
- 10
Breadth +15 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 (15)
AllianceBernstein LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only BX (7)
Citadel Advisors LLC, Freestone Grove Partners LP, Jane Street Group LLC, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Voloridge Investment Management LLC
Only AXP (16)
AQR Capital Management LLC, Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Caxton Associates LLP, Dodge & Cox, Element Capital Management LLC, First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Man Group PLC, MFS Investment Management, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, 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.