Holders over time
- CORZ
- AXP
| Quarter | CORZ | 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 | none listed holders, n.a. | 32 holders, $38.7bn |
| Q2 2023 | none listed holders, n.a. | 30 holders, $40.1bn |
| Q3 2023 | none listed holders, n.a. | 34 holders, $34.1bn |
| Q4 2023 | none listed holders, n.a. | 28 holders, $42.5bn |
| Q1 2024 | 1 holders, $751k | 33 holders, $52.6bn |
| Q2 2024 | 3 holders, $45m | 31 holders, $52.6bn |
| Q3 2024 | 6 holders, $77m | 30 holders, $60.7bn |
| Q4 2024 | 3 holders, $88m | 26 holders, $65.8bn |
| Q1 2025 | 6 holders, $30m | 33 holders, $59.9bn |
| Q2 2025 | 9 holders, $274m | 29 holders, $69.4bn |
| Q3 2025 | 6 holders, $321m | 30 holders, $70.8bn |
| Q4 2025 | 9 holders, $158m | 31 holders, $77.2bn |
| Q1 2026 | 8 holders, $291m | 33 holders, $61.2bn |
| Q2 2026 | 13 holders, $791m | 30 holders, $65.4bn |
Core Scientific Inc New
- Holders
- 13
- Reported value
- $791m
- Buyers
- 22
- Sellers
- 14
Breadth +8 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
Only CORZ (11)
Moore Capital Management LP, Oaktree Capital Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Third Point LLC, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Investments LP, Walleye Capital LLC
Only AXP (28)
AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, 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, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, and 3 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.