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BRK-B · AXP in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

BRK-BAXP
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • BRK-B
  • AXP
0204060202120222023202420252026
Holders and value by quarter
QuarterBRK-BAXP
Q3 202028 holders, $12.7bn24 holders, $25.7bn
Q4 202032 holders, $12.3bn21 holders, $30.8bn
Q1 202131 holders, $12.3bn24 holders, $36.9bn
Q2 202133 holders, $13.1bn21 holders, $42.9bn
Q3 202133 holders, $13.3bn26 holders, $42.0bn
Q4 202134 holders, $14.4bn27 holders, $39.7bn
Q1 202229 holders, $16.7bn20 holders, $45.0bn
Q2 202238 holders, $14.5bn36 holders, $33.2bn
Q3 202228 holders, $14.0bn35 holders, $32.3bn
Q4 202231 holders, $16.4bn35 holders, $34.4bn
Q1 202326 holders, $16.8bn32 holders, $38.7bn
Q2 202329 holders, $16.8bn30 holders, $40.1bn
Q3 202334 holders, $17.2bn34 holders, $34.1bn
Q4 202329 holders, $16.8bn28 holders, $42.5bn
Q1 202431 holders, $19.3bn33 holders, $52.6bn
Q2 202432 holders, $18.7bn31 holders, $52.6bn
Q3 202427 holders, $21.2bn30 holders, $60.7bn
Q4 202433 holders, $21.1bn26 holders, $65.8bn
Q1 202531 holders, $26.6bn33 holders, $59.9bn
Q2 202539 holders, $21.6bn29 holders, $69.4bn
Q3 202541 holders, $23.7bn30 holders, $70.8bn
Q4 202536 holders, $23.3bn31 holders, $77.2bn
Q1 202636 holders, $26.6bn33 holders, $61.2bn
Q2 202641 holders, $28.5bn30 holders, $65.4bn
BRK-B

Berkshire Hathaway Inc Del

Holders
29
Reported value
$16.8bn
Buyers
13
Sellers
18

Breadth -5 among 93 comparable managers.

InsuranceFinancial services · L3VLUP
AXP

American Express Co

Holders
28
Reported value
$42.5bn
Buyers
11
Sellers
16

Breadth -5 among 93 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q4 2023

Among the 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BRK-B (10)

Acadian Asset Management LLC, Akre Capital Management LLC, Capital Research Global Investors, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Millennium Management LLC, Ruane Cunniff & Goldfarb LP, Susquehanna International Group LLP, Verition Fund Management LLC

Only AXP (9)

Arrowstreet Capital LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Caxton Associates LLP, Holocene Advisors LP, MFS Investment Management, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP, Walleye Capital LLC

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.

Back to the 13F Explorer →