Holders over time
- BRK-B
- AXP
| Quarter | BRK-B | AXP |
|---|---|---|
| Q3 2020 | 28 holders, $12.7bn | 24 holders, $25.7bn |
| Q4 2020 | 32 holders, $12.3bn | 21 holders, $30.8bn |
| Q1 2021 | 31 holders, $12.3bn | 24 holders, $36.9bn |
| Q2 2021 | 33 holders, $13.1bn | 21 holders, $42.9bn |
| Q3 2021 | 33 holders, $13.3bn | 26 holders, $42.0bn |
| Q4 2021 | 34 holders, $14.4bn | 27 holders, $39.7bn |
| Q1 2022 | 29 holders, $16.7bn | 20 holders, $45.0bn |
| Q2 2022 | 38 holders, $14.5bn | 36 holders, $33.2bn |
| Q3 2022 | 28 holders, $14.0bn | 35 holders, $32.3bn |
| Q4 2022 | 31 holders, $16.4bn | 35 holders, $34.4bn |
| Q1 2023 | 26 holders, $16.8bn | 32 holders, $38.7bn |
| Q2 2023 | 29 holders, $16.8bn | 30 holders, $40.1bn |
| Q3 2023 | 34 holders, $17.2bn | 34 holders, $34.1bn |
| Q4 2023 | 29 holders, $16.8bn | 28 holders, $42.5bn |
| Q1 2024 | 31 holders, $19.3bn | 33 holders, $52.6bn |
| Q2 2024 | 32 holders, $18.7bn | 31 holders, $52.6bn |
| Q3 2024 | 27 holders, $21.2bn | 30 holders, $60.7bn |
| Q4 2024 | 33 holders, $21.1bn | 26 holders, $65.8bn |
| Q1 2025 | 31 holders, $26.6bn | 33 holders, $59.9bn |
| Q2 2025 | 39 holders, $21.6bn | 29 holders, $69.4bn |
| Q3 2025 | 41 holders, $23.7bn | 30 holders, $70.8bn |
| Q4 2025 | 36 holders, $23.3bn | 31 holders, $77.2bn |
| Q1 2026 | 36 holders, $26.6bn | 33 holders, $61.2bn |
| Q2 2026 | 41 holders, $28.5bn | 30 holders, $65.4bn |
Berkshire Hathaway Inc Del
- Holders
- 41
- Reported value
- $28.5bn
- Buyers
- 22
- Sellers
- 21
Breadth +1 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 (25)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, 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, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Neuberger Berman Group LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only BRK-B (16)
Acadian Asset Management LLC, Akre Capital Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, ExodusPoint Capital Management LP, Holocene Advisors LP, Millennium Management LLC, Quantbot Technologies LP, Soros Fund Management LLC, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Investments LP, Walleye Capital 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.