Holders over time
- AMP
- AXP
| Quarter | AMP | AXP |
|---|---|---|
| Q3 2020 | 6 holders, $235m | 24 holders, $25.7bn |
| Q4 2020 | 13 holders, $211m | 21 holders, $30.8bn |
| Q1 2021 | 13 holders, $667m | 24 holders, $36.9bn |
| Q2 2021 | 13 holders, $872m | 21 holders, $42.9bn |
| Q3 2021 | 17 holders, $1.0bn | 26 holders, $42.0bn |
| Q4 2021 | 18 holders, $1.5bn | 27 holders, $39.7bn |
| Q1 2022 | 16 holders, $1.5bn | 20 holders, $45.0bn |
| Q2 2022 | 11 holders, $635m | 36 holders, $33.2bn |
| Q3 2022 | 13 holders, $764m | 35 holders, $32.3bn |
| Q4 2022 | 18 holders, $1.7bn | 35 holders, $34.4bn |
| Q1 2023 | 16 holders, $1.4bn | 32 holders, $38.7bn |
| Q2 2023 | 18 holders, $1.5bn | 30 holders, $40.1bn |
| Q3 2023 | 17 holders, $1.7bn | 34 holders, $34.1bn |
| Q4 2023 | 13 holders, $1.8bn | 28 holders, $42.5bn |
| Q1 2024 | 19 holders, $2.0bn | 33 holders, $52.6bn |
| Q2 2024 | 13 holders, $1.8bn | 31 holders, $52.6bn |
| Q3 2024 | 12 holders, $1.5bn | 30 holders, $60.7bn |
| Q4 2024 | 12 holders, $1.6bn | 26 holders, $65.8bn |
| Q1 2025 | 13 holders, $1.1bn | 33 holders, $59.9bn |
| Q2 2025 | 13 holders, $1.3bn | 29 holders, $69.4bn |
| Q3 2025 | 20 holders, $2.0bn | 30 holders, $70.8bn |
| Q4 2025 | 20 holders, $2.9bn | 31 holders, $77.2bn |
| Q1 2026 | 22 holders, $2.8bn | 33 holders, $61.2bn |
| Q2 2026 | 18 holders, $2.0bn | 30 holders, $65.4bn |
Ameriprise Finl Inc
- Holders
- 18
- Reported value
- $2.0bn
- Buyers
- 20
- Sellers
- 15
Breadth +5 among 91 comparable managers.
American Express Co
- Holders
- 30
- Reported value
- $65.4bn
- Buyers
- 15
- Sellers
- 26
Breadth -11 among 91 comparable managers.
Who holds both, Q2 2026
Both (10)
AQR Capital Management LLC, Bridgewater Associates LP, Capital World Investors, Dodge & Cox, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Voloridge Investment Management LLC
Only AMP (8)
Acadian Asset Management LLC, Arrowstreet Capital LP, Millennium Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Tudor Investment Corp, Walleye Capital LLC, Winton Group Ltd
Only AXP (20)
AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, D. E. Shaw & Co., Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, Harris Associates LP, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Neuberger Berman Group LLC, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, 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.