Holders over time
- GPN
- AXP
| Quarter | GPN | AXP |
|---|---|---|
| Q3 2020 | 25 holders, $18.7bn | 24 holders, $25.7bn |
| Q4 2020 | 23 holders, $22.9bn | 21 holders, $30.8bn |
| Q1 2021 | 26 holders, $20.1bn | 24 holders, $36.9bn |
| Q2 2021 | 29 holders, $18.3bn | 21 holders, $42.9bn |
| Q3 2021 | 29 holders, $12.6bn | 26 holders, $42.0bn |
| Q4 2021 | 27 holders, $8.4bn | 27 holders, $39.7bn |
| Q1 2022 | 20 holders, $7.9bn | 20 holders, $45.0bn |
| Q2 2022 | 18 holders, $6.3bn | 36 holders, $33.2bn |
| Q3 2022 | 17 holders, $6.2bn | 35 holders, $32.3bn |
| Q4 2022 | 20 holders, $4.9bn | 35 holders, $34.4bn |
| Q1 2023 | 20 holders, $5.3bn | 32 holders, $38.7bn |
| Q2 2023 | 20 holders, $4.9bn | 30 holders, $40.1bn |
| Q3 2023 | 23 holders, $5.7bn | 34 holders, $34.1bn |
| Q4 2023 | 21 holders, $6.3bn | 28 holders, $42.5bn |
| Q1 2024 | 22 holders, $5.9bn | 33 holders, $52.6bn |
| Q2 2024 | 25 holders, $3.5bn | 31 holders, $52.6bn |
| Q3 2024 | 22 holders, $3.2bn | 30 holders, $60.7bn |
| Q4 2024 | 17 holders, $2.9bn | 26 holders, $65.8bn |
| Q1 2025 | 15 holders, $2.4bn | 33 holders, $59.9bn |
| Q2 2025 | 15 holders, $1.9bn | 29 holders, $69.4bn |
| Q3 2025 | 13 holders, $2.1bn | 30 holders, $70.8bn |
| Q4 2025 | 11 holders, $1.8bn | 31 holders, $77.2bn |
| Q1 2026 | 10 holders, $2.1bn | 33 holders, $61.2bn |
| Q2 2026 | 8 holders, $2.1bn | 30 holders, $65.4bn |
Global PMTS Inc
- Holders
- 8
- Reported value
- $2.1bn
- Buyers
- 13
- Sellers
- 20
Breadth -7 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 (4)
Bridgewater Associates LP, Harris Associates LP, Janus Henderson Group Ltd, MFS Investment Management
Only GPN (4)
Arrowstreet Capital LP, Glenview Capital Management LLC, Moore Capital Management LP, Point72 Asset Management LP
Only AXP (26)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, 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, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, 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, Voloridge Investment Management LLC, Wellington Management Group LLP, and 1 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.