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
- 33
- Reported value
- $61.2bn
- Buyers
- 22
- Sellers
- 21
Breadth +1 among 91 comparable managers.
Visa Inc
- Holders
- 49
- Reported value
- $73.3bn
- Buyers
- 31
- Sellers
- 27
Breadth +4 among 91 comparable managers.
Who holds both, Q1 2026
Both (26)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only AXP (7)
Arrowstreet Capital LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, First Eagle Investment Management LLC, Hudson Bay Capital Management LP, PDT Partners LLC, Ruane Cunniff & Goldfarb LP
Only V (23)
Acadian Asset Management LLC, Akre Capital Management LLC, Baupost Group LLC, Citadel Advisors LLC, Coatue Management LLC, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Holocene Advisors LP, Lone Pine Capital LLC, Maverick Capital Ltd, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Soroban Capital Partners LP, Squarepoint Ops LLC, TCI Fund Management Ltd, Two Sigma Investments LP, ValueAct Holdings LP, Viking Global Investors LP, Walleye Capital LLC
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.