Holders over time
- CME
- AXP
| Quarter | CME | AXP |
|---|---|---|
| Q3 2020 | 32 holders, $11.8bn | 24 holders, $25.7bn |
| Q4 2020 | 26 holders, $11.4bn | 21 holders, $30.8bn |
| Q1 2021 | 26 holders, $12.3bn | 24 holders, $36.9bn |
| Q2 2021 | 26 holders, $12.8bn | 21 holders, $42.9bn |
| Q3 2021 | 30 holders, $11.6bn | 26 holders, $42.0bn |
| Q4 2021 | 26 holders, $14.6bn | 27 holders, $39.7bn |
| Q1 2022 | 32 holders, $15.8bn | 20 holders, $45.0bn |
| Q2 2022 | 37 holders, $13.4bn | 36 holders, $33.2bn |
| Q3 2022 | 38 holders, $10.9bn | 35 holders, $32.3bn |
| Q4 2022 | 36 holders, $9.1bn | 35 holders, $34.4bn |
| Q1 2023 | 32 holders, $9.6bn | 32 holders, $38.7bn |
| Q2 2023 | 34 holders, $9.5bn | 30 holders, $40.1bn |
| Q3 2023 | 33 holders, $9.8bn | 34 holders, $34.1bn |
| Q4 2023 | 32 holders, $10.2bn | 28 holders, $42.5bn |
| Q1 2024 | 30 holders, $8.9bn | 33 holders, $52.6bn |
| Q2 2024 | 33 holders, $8.3bn | 31 holders, $52.6bn |
| Q3 2024 | 35 holders, $10.0bn | 30 holders, $60.7bn |
| Q4 2024 | 35 holders, $11.1bn | 26 holders, $65.8bn |
| Q1 2025 | 35 holders, $12.1bn | 33 holders, $59.9bn |
| Q2 2025 | 37 holders, $12.7bn | 29 holders, $69.4bn |
| Q3 2025 | 33 holders, $11.9bn | 30 holders, $70.8bn |
| Q4 2025 | 31 holders, $11.1bn | 31 holders, $77.2bn |
| Q1 2026 | 33 holders, $11.4bn | 33 holders, $61.2bn |
| Q2 2026 | 37 holders, $9.3bn | 30 holders, $65.4bn |
Cme Group Inc
- Holders
- 37
- Reported value
- $9.3bn
- Buyers
- 31
- Sellers
- 13
Breadth +18 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 (19)
AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Freestone Grove Partners LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, PDT Partners LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only CME (18)
Arrowstreet Capital LP, Baupost Group LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, Element Capital Management LLC, Jane Street Group LLC, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, 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.