Holders over time
- MET
- AXP
| Quarter | MET | AXP |
|---|---|---|
| Q3 2020 | 19 holders, $7.3bn | 24 holders, $25.7bn |
| Q4 2020 | 21 holders, $8.8bn | 21 holders, $30.8bn |
| Q1 2021 | 13 holders, $11.7bn | 24 holders, $36.9bn |
| Q2 2021 | 17 holders, $10.4bn | 21 holders, $42.9bn |
| Q3 2021 | 22 holders, $9.5bn | 26 holders, $42.0bn |
| Q4 2021 | 16 holders, $8.8bn | 27 holders, $39.7bn |
| Q1 2022 | 18 holders, $9.4bn | 20 holders, $45.0bn |
| Q2 2022 | 15 holders, $8.0bn | 36 holders, $33.2bn |
| Q3 2022 | 18 holders, $8.1bn | 35 holders, $32.3bn |
| Q4 2022 | 21 holders, $9.9bn | 35 holders, $34.4bn |
| Q1 2023 | 22 holders, $8.0bn | 32 holders, $38.7bn |
| Q2 2023 | 24 holders, $8.3bn | 30 holders, $40.1bn |
| Q3 2023 | 20 holders, $8.9bn | 34 holders, $34.1bn |
| Q4 2023 | 20 holders, $8.8bn | 28 holders, $42.5bn |
| Q1 2024 | 13 holders, $9.4bn | 33 holders, $52.6bn |
| Q2 2024 | 18 holders, $8.7bn | 31 holders, $52.6bn |
| Q3 2024 | 21 holders, $9.7bn | 30 holders, $60.7bn |
| Q4 2024 | 18 holders, $9.4bn | 26 holders, $65.8bn |
| Q1 2025 | 16 holders, $8.8bn | 33 holders, $59.9bn |
| Q2 2025 | 15 holders, $8.1bn | 29 holders, $69.4bn |
| Q3 2025 | 13 holders, $8.6bn | 30 holders, $70.8bn |
| Q4 2025 | 16 holders, $7.5bn | 31 holders, $77.2bn |
| Q1 2026 | 12 holders, $6.8bn | 33 holders, $61.2bn |
| Q2 2026 | 13 holders, $8.1bn | 30 holders, $65.4bn |
Metlife Inc
- Holders
- 16
- Reported value
- $7.5bn
- Buyers
- 20
- Sellers
- 15
Breadth +5 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 (12)
AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Dodge & Cox, ExodusPoint Capital Management LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only MET (4)
Acadian Asset Management LLC, Arrowstreet Capital LP, Point72 Asset Management LP, Quantbot Technologies LP
Only AXP (19)
Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Element Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Markel Group Inc, Neuberger Berman Group LLC, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, Walleye Capital LLC, Woodline Partners LP
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.