Holders over time
- AXS
- V
| Quarter | AXS | V |
|---|---|---|
| Q3 2020 | 5 holders, $603m | 55 holders, $62.2bn |
| Q4 2020 | 4 holders, $589m | 52 holders, $67.1bn |
| Q1 2021 | 4 holders, $571m | 58 holders, $64.5bn |
| Q2 2021 | 3 holders, $535m | 52 holders, $69.3bn |
| Q3 2021 | 4 holders, $526m | 56 holders, $63.6bn |
| Q4 2021 | 6 holders, $655m | 47 holders, $58.0bn |
| Q1 2022 | 6 holders, $742m | 59 holders, $61.8bn |
| Q2 2022 | 5 holders, $672m | 57 holders, $55.2bn |
| Q3 2022 | 3 holders, $44m | 57 holders, $50.7bn |
| Q4 2022 | 3 holders, $46m | 54 holders, $59.4bn |
| Q1 2023 | 7 holders, $159m | 55 holders, $64.0bn |
| Q2 2023 | 8 holders, $246m | 54 holders, $65.2bn |
| Q3 2023 | 5 holders, $264m | 55 holders, $61.5bn |
| Q4 2023 | 6 holders, $335m | 48 holders, $68.6bn |
| Q1 2024 | 10 holders, $504m | 50 holders, $73.1bn |
| Q2 2024 | 7 holders, $436m | 45 holders, $69.5bn |
| Q3 2024 | 8 holders, $602m | 47 holders, $70.5bn |
| Q4 2024 | 10 holders, $684m | 48 holders, $77.6bn |
| Q1 2025 | 10 holders, $1.0bn | 43 holders, $83.5bn |
| Q2 2025 | 10 holders, $1.1bn | 45 holders, $83.4bn |
| Q3 2025 | 11 holders, $946m | 48 holders, $82.8bn |
| Q4 2025 | 13 holders, $1.1bn | 49 holders, $86.0bn |
| Q1 2026 | 15 holders, $1.2bn | 49 holders, $73.3bn |
| Q2 2026 | 14 holders, $1.5bn | 52 holders, $81.9bn |
Axis Cap HLDGS LTD
- Holders
- 15
- Reported value
- $1.2bn
- Buyers
- 18
- Sellers
- 16
Breadth +2 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 (10)
AQR Capital Management LLC, Bridgewater Associates LP, ExodusPoint Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Point72 Asset Management LP, Quantbot Technologies LP, Voloridge Investment Management LLC, Woodline Partners LP
Only AXS (5)
Arrowstreet Capital LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Schonfeld Strategic Advisors LLC
Only V (39)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Baupost Group LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Lone Pine Capital LLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, and 14 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.