Holders over time
- GS
- AXP
| Quarter | GS | AXP |
|---|---|---|
| Q3 2020 | 26 holders, $9.2bn | 24 holders, $25.7bn |
| Q4 2020 | 28 holders, $12.9bn | 21 holders, $30.8bn |
| Q1 2021 | 28 holders, $15.6bn | 24 holders, $36.9bn |
| Q2 2021 | 27 holders, $17.2bn | 21 holders, $42.9bn |
| Q3 2021 | 34 holders, $17.7bn | 26 holders, $42.0bn |
| Q4 2021 | 28 holders, $17.0bn | 27 holders, $39.7bn |
| Q1 2022 | 27 holders, $14.4bn | 20 holders, $45.0bn |
| Q2 2022 | 29 holders, $13.1bn | 36 holders, $33.2bn |
| Q3 2022 | 26 holders, $12.4bn | 35 holders, $32.3bn |
| Q4 2022 | 30 holders, $40.9bn | 35 holders, $34.4bn |
| Q1 2023 | 35 holders, $13.9bn | 32 holders, $38.7bn |
| Q2 2023 | 35 holders, $12.8bn | 30 holders, $40.1bn |
| Q3 2023 | 29 holders, $12.0bn | 34 holders, $34.1bn |
| Q4 2023 | 31 holders, $14.0bn | 28 holders, $42.5bn |
| Q1 2024 | 31 holders, $15.8bn | 33 holders, $52.6bn |
| Q2 2024 | 35 holders, $17.0bn | 31 holders, $52.6bn |
| Q3 2024 | 28 holders, $16.1bn | 30 holders, $60.7bn |
| Q4 2024 | 29 holders, $17.1bn | 26 holders, $65.8bn |
| Q1 2025 | 28 holders, $14.1bn | 33 holders, $59.9bn |
| Q2 2025 | 29 holders, $17.3bn | 29 holders, $69.4bn |
| Q3 2025 | 31 holders, $19.8bn | 30 holders, $70.8bn |
| Q4 2025 | 28 holders, $20.0bn | 31 holders, $77.2bn |
| Q1 2026 | 30 holders, $17.5bn | 33 holders, $61.2bn |
| Q2 2026 | 35 holders, $18.9bn | 30 holders, $65.4bn |
Goldman Sachs Group Inc
- Holders
- 30
- Reported value
- $17.5bn
- Buyers
- 19
- Sellers
- 22
Breadth -3 among 91 comparable managers.
American Express Co
- Holders
- 33
- Reported value
- $61.2bn
- Buyers
- 22
- Sellers
- 21
Breadth +1 among 91 comparable managers.
Who holds both, Q1 2026
Both (21)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, 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, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only GS (9)
Acadian Asset Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Quantbot Technologies LP, Rokos Capital Management LLP, Squarepoint Ops LLC, Susquehanna International Group LLP, Two Sigma Investments LP, Walleye Capital LLC
Only AXP (12)
Arrowstreet Capital LP, Berkshire Hathaway Inc, Bridgewater Associates LP, D. E. Shaw & Co., First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Millennium Management LLC, PDT Partners LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Voloridge Investment Management LLC, Winton Group Ltd
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.