Holders over time
- PIPR
- AXP
| Quarter | PIPR | AXP |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 24 holders, $25.7bn |
| Q4 2020 | none listed holders, n.a. | 21 holders, $30.8bn |
| Q1 2021 | none listed holders, n.a. | 24 holders, $36.9bn |
| Q2 2021 | none listed holders, n.a. | 21 holders, $42.9bn |
| Q3 2021 | none listed holders, n.a. | 26 holders, $42.0bn |
| Q4 2021 | none listed holders, n.a. | 27 holders, $39.7bn |
| Q1 2022 | none listed holders, n.a. | 20 holders, $45.0bn |
| Q2 2022 | none listed holders, n.a. | 36 holders, $33.2bn |
| Q3 2022 | none listed holders, n.a. | 35 holders, $32.3bn |
| Q4 2022 | none listed holders, n.a. | 35 holders, $34.4bn |
| Q1 2023 | 3 holders, $65m | 32 holders, $38.7bn |
| Q2 2023 | 2 holders, $52m | 30 holders, $40.1bn |
| Q3 2023 | 2 holders, $59m | 34 holders, $34.1bn |
| Q4 2023 | 1 holders, $55m | 28 holders, $42.5bn |
| Q1 2024 | 1 holders, $60m | 33 holders, $52.6bn |
| Q2 2024 | 1 holders, $63m | 31 holders, $52.6bn |
| Q3 2024 | 2 holders, $133m | 30 holders, $60.7bn |
| Q4 2024 | 2 holders, $109m | 26 holders, $65.8bn |
| Q1 2025 | 3 holders, $124m | 33 holders, $59.9bn |
| Q2 2025 | 2 holders, $101m | 29 holders, $69.4bn |
| Q3 2025 | 3 holders, $155m | 30 holders, $70.8bn |
| Q4 2025 | 3 holders, $124m | 31 holders, $77.2bn |
| Q1 2026 | 8 holders, $186m | 33 holders, $61.2bn |
| Q2 2026 | 3 holders, $96m | 30 holders, $65.4bn |
Piper Jaffray Cos
- Holders
- 8
- Reported value
- $186m
- Buyers
- 9
- Sellers
- 6
A share split this quarter: the changes in shares are the split, not buying or selling.
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 (4)
AllianceBernstein LP, Bridgewater Associates LP, Janus Henderson Group Ltd, Winton Group Ltd
Only PIPR (4)
ExodusPoint Capital Management LP, Farallon Capital Management LLC, Freestone Grove Partners LP, Walleye Capital LLC
Only AXP (29)
AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, and 4 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.