Holders over time
- WULF
- AXP
| Quarter | WULF | 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, $526k | 33 holders, $52.6bn |
| Q2 2024 | 5 holders, $88m | 31 holders, $52.6bn |
| Q3 2024 | 3 holders, $34m | 30 holders, $60.7bn |
| Q4 2024 | 3 holders, $39m | 26 holders, $65.8bn |
| Q1 2025 | 2 holders, $5.5m | 33 holders, $59.9bn |
| Q2 2025 | 2 holders, $30m | 29 holders, $69.4bn |
| Q3 2025 | 7 holders, $443m | 30 holders, $70.8bn |
| Q4 2025 | 9 holders, $449m | 31 holders, $77.2bn |
| Q1 2026 | 10 holders, $736m | 33 holders, $61.2bn |
| Q2 2026 | 16 holders, $1.6bn | 30 holders, $65.4bn |
Terawulf Inc
- Holders
- 16
- Reported value
- $1.6bn
- Buyers
- 26
- Sellers
- 11
Breadth +15 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)
Capital World Investors, Marshall Wace LLP, Schonfeld Strategic Advisors LLC, Voloridge Investment Management LLC
Only WULF (12)
Brevan Howard Capital Management LP, Discovery Capital Management LLC, ExodusPoint Capital Management LP, Lone Pine Capital LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Squarepoint Ops LLC, Two Sigma Investments LP, Walleye Capital LLC, Winton Group Ltd
Only AXP (26)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global 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, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, T. Rowe Price Associates Inc, 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.